Track Reasons for Canceling Appointments 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
Appt Scheduling
, and then select the
Track for cancellation reason
checkbox.
The reason for canceling a future appointment is required and is tracked in the system.
Select
OK
.
Recommendations
Explore
Track Reasons for Canceling Appointments in Practice Preferences
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
Enable Tracking of Appointment Cancellation Reasons in Practice Preferences
Select Admin > Practice > Preferences. The Practice Preferences window opens. Select Appt Scheduling and then select the check box Track for cancellation reason. The reason for canceling a future appointment is tracked in the system. You must enter a reason for why the appointment is canceled. Select OK. Parent topic: Canceling Future Appointment for Expired Patients
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
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 Add Appointment Cancellation Reasons in File Maintenance You can add reasons for canceling appointments for expired patients in File Maintenance Enable Tracking of Appointment Cancellation Reasons in Practice Preferences You can configure the practice preferences to enable tracking the reasons for appointment cancellations for expired patients. Parent topic: Managing an Expired Patient Record
NextGen® Enterprise EHR Help
Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient
Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments or Stopping 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 or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation or the recall plan stop reason then select OK. The Reason for Stopping Recall application message appears if your practice is tracking reasons for stopping recalls. The Reason for Appointment Cancellation application me
NextGen® Enterprise EHR Help
Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient
Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments or Stopping 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 or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation or the recall plan stop reason then select OK. The Reason for Stopping Recall application message appears if your practice is tracking reasons for stopping recalls. The Reason for Appointment Cancellation application me
