Add a Patient to Recall Plans

You can add a patient to recall plans.

1. In NextGen Care® Population Management Hub, do one of the following:
   • From the Cohorts tab, run a report.
   • From the My Lists tab, run a list.
   • From the Appointment Book tab, filter the patients.
   The patient list appears in the patient grid.
2. In the patient grid, select the check box next to the patient's name.
3. Select Recall.

   The Patient Recall window opens.

   

   Note: If active recall plans are not available, the Recall Plan Maintenance window opens where you can select required recall plan.
4. Select the required recall plan.
5. Select Close.

   The patient gets added to recall plan.

   For more information about generating patient recall plans, go to NextGen Healthcare Success Community and download the latest Appointment Scheduling User Guide.