New Call for Expired Patient

NextGen® Enterprise EHR Help

New Call for Expired Patient

If the patient is expired, you will receive a warning message saying This patient is marked as expired . Are you sure you want to create a new call? when you try to add a new call type to the patient. If you want to continue to add the call types to the patient select Yes or select No. The warning message displays when you select Add, Add & Task, Save, and Save & Task. New Call Note: : The patients are marked as expired in the Patient Demographics templates or from NextGen® Enterprise PM (formerly NextGen® Practice Management).. If the Expired check box was selected inadvertently, you can update the Modify Patient Information window and then add a new call to the patient. Parent topic: Other

NextGen® Enterprise EHR Help

Cancel Future Appointments for an Expired Patient

Canceling future appointments for an expired patient involves the following steps: Update date of expiry Cancel future appointments Open the Modify Person Information or Modify Patient Information window to update the expired patient data. Select the Expired check box. The Expired Date field becomes active. Enter the Expired Date for the person or patient. Do one of the following on the message that appears asking if you want to cancel future appointments: Select Yes. If appointment cancellation tracking is enabled in practice preferences, the Reason for appointment cancellation message opens. Select a cancellation reason and select OK. All future appointments are canceled. Select No. The future appointments remain in the system. A message appears asking you to cancel future appointments for the expired patients when you open the Modify Person Information or Modify Patient Information window or Chart for the expired patient in NextGen® Enterprise PM. Select Cancel to return to the Modi

NextGen® Enterprise EHR Help

Stop Active Recalls for an Expired Patient

Stopping active recalls for an expired patient involves the following steps: Update date of expiry in the patient records Stop Active Recalls Open the Modify Person Information or Modify Patient Information window to update the expired patient data. Select the Expired check box. The Expired Date field becomes active. Enter the Expired Date for the person or patient. Do one of the following the application message that appears asking if you want to stop active recalls: Select Yes. If Recall Plan Stop Reason tracking is enabled in Practice Preferences, the Reason for Stopping Recall application message opens. Select a reason for stopping the plan and select OK. All active recalls are canceled. Select No. The active recalls remain in the system. A message appears asking you to stop active recalls for the expired patients when you open the Modify Person Information or Modify Patient Information window or Chart for the expired patient in NextGen® Enterprise PM. Select Cancel to return to th

NextGen® Enterprise EHR Help

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking and/or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and/or the recall plan stop reason then select OK. Active recalls and future appointments will be cancelled. Select No. Future appointments and active recalls remain in the system. When the Modify Patient/Person window is reaccessed for the expired patient, a message displays asking i

NextGen® Enterprise EHR Help

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking and/or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and/or the recall plan stop reason then select OK. Active recalls and future appointments will be cancelled. Select No. Future appointments and active recalls remain in the system. When the Modify Patient/Person window is reaccessed for the expired patient, a message displays asking i

Help Guide for NextGen® Enterprise PM 8

Marking the Patient as Expired

When you select the Expired option on the Modify Patient Information window and enter an Expiration Date for patients that have one or more future appointments and active recall plans, a messages appears stating that the future appointments must be canceled and the to stop the active recall plans for the patient. Note: If you select the system alerts in the Alerts section of the Practice Preferences window, then when you open the Modify Patient Information you get a message with the information on the expired patients with future appointments and active recall plans. Parent topic: Removing an Appointment

New Call for Expired Patient

Recommendations

New Call for Expired Patient

Cancel Future Appointments for an Expired Patient

Stop Active Recalls for an Expired Patient

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Marking the Patient as Expired

New Call for Expired Patient

New Call for Expired Patient

Cancel Future Appointments for an Expired Patient

Stop Active Recalls for an Expired Patient

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Marking the Patient as Expired