Stop Active Recall Setup for Expired Patients

NextGen® Enterprise EHR Help

Canceling Future Appointment for Expired Patients

When canceling future appointments for expired patients, you have the option of tracking the reason for cancelling the appointment based on your practice preference setting. The following procedures provide instructions how to cancel and track future appointments for expired patients. Add Appointment Cancellation Reasons in File Maintenance Enable Tracking of Appointment Cancellation Reasons in Practice Preferences Document the Reasons for Appointment Cancellation in File Maintenance You can document appointment cancellation reasons in File Maintenance, such as when a patient has died, to ensure accurate record-keeping and reporting. Track Reasons for Canceling Appointments in Practice Preferences You can turn on tracking of reasons for canceling appointments in Practice Preferences, ensuring that a reason is recorded whenever a appointment is cancelled. Parent topic: Managing an Expired Patient Record

NextGen® Enterprise EHR Help

Stopping Active Recalls and Cancelling Future Appointments

This section provides instructions for stopping active recalls and cancelling future appointments for expired patients. Stop Active Recalls and Cancel Future Appointments for an Expired Patient Track Appointment Cancellations and Recall Stops for an Expired Patient Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient Parent topic: Managing an Expired Patient Record

NextGen® Enterprise EHR Help

Stop Active Recall Setup for Expired Patients

When stopping active recalls for expired patients, you have the option of tracking the reason the recall was stopped based on your practice preference settings. To track the reason the recall was manually stopped, do the following: Add Recall Stop Reasons in File Maintenance Enable Tracking of Recall Plan Stop Reasons in Practice Preferences Add Recall Stop Reasons in File Maintenance You can add reasons to stop recalls for expired patients. Enable Tracking of Recall Plan Stop Reasons in Practice Preferences You can set Practice Preferences to enable the tracking of reasons to stop recall plans. Parent topic: Managing an Expired Patient Record

NextGen® Enterprise EHR Help

Track Reasons for Stopping Recall Plans in Practice Preferences

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select Admin > Preferences > Practice. In the Practice Preferences window, select Chart, and then select the Prompt for a reason when a Recall Plan is stopped checkbox.The reasons for stopping active recalls are tracked in the system. You must enter a reason for why the recall stopped. Select OK. Parent topic: Stop Active Recall Setup for Expired Patients

NextGen® Enterprise EHR Help

Add Reasons for Stopping Recalls in File Maintenance

Open File Maintenance. Select Master Lists > Recall Plan Stop Reasons. Select the open menu icon, and then select New. The Add Recall Stop Reason Information window opens. In Description, enter the reason for stopping the recall (for example, the patient has died). Select OK. Parent topic: Stop Active Recall Setup for Expired Patients

NextGen® Enterprise EHR Help

Enable Tracking of Recall Plan Stop Reasons in Practice Preferences

Select Admin > Practice > Preferences. The Practice Preferences window opens. Select Chart and then select the check box Prompt for a reason when a Recall Plan is stopped. The reasons for stopping active recalls are tracked in the system. You must enter a reason for why the recall stopped. Select OK. Parent topic: Stop Active Recall Setup for Expired Patients

Stop Active Recall Setup for Expired Patients

Recommendations

Canceling Future Appointment for Expired Patients

Stopping Active Recalls and Cancelling Future Appointments

Stop Active Recall Setup for Expired Patients

Track Reasons for Stopping Recall Plans in Practice Preferences

Add Reasons for Stopping Recalls in File Maintenance

Enable Tracking of Recall Plan Stop Reasons in Practice Preferences

Stop Active Recall Setup for Expired Patients

Canceling Future Appointment for Expired Patients

Stopping Active Recalls and Cancelling Future Appointments

Stop Active Recall Setup for Expired Patients

Track Reasons for Stopping Recall Plans in Practice Preferences

Add Reasons for Stopping Recalls in File Maintenance

Enable Tracking of Recall Plan Stop Reasons in Practice Preferences