Document a Canceled Visit

NextGen® Therapy Suite Help 30.3.13.0

Cancel Template

Use the Cancel template to document a canceled or no-show appointment, and to select cancel or no-show charges that will be sent directly to NextGen® Enterprise PM. You can configure the charges and charge codes selectable here, on the Billing Configuration system template. Cancel template Document a Canceled Visit Parent topic: Using NextGen Therapy Suite

NextGen® Enterprise EHR Help

Cancel an Appointment

You can only cancel appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. You can view the canceled appointments. Select an appointment. Select Cancel Appointment in the toolbar. An Appointments cancelation confirmation window opens. To cancel the appointment, select Yes. The appointment is cancelled and removed from the appointments list. To view canceled appointments, select Appointments > Show Cancelled Appointments menu. Canceled appointments appear with a strikethrough line. Note: Appointments canceled for the current date are displayed, whether the Show Cancelled Appointments options is not selected. Parent topic: Appointments

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® Therapy Suite Help 30.3.13.0

Cancel App Tracking Reasons

When scheduling staff cancels a patient’s appointment in NextGen® Enterprise PM, a window opens so they can enter a reason for the cancellation. The reasons for cancellation are set up in File Maintenance. In the Cancel App Tracking Reasons grid, you can select which cancellation reasons should or should not be tracked and displayed on Homepage. Cancel App Tracking Reasons grids on the Appointment Tracking & Evaluation Types Panel The left grid shows all tracked cancel reasons that are built in your File Maintenance application. All reasons in the left grid count as a 'Cancel' and are shown on Homepage by default. To set any of the reasons NOT to not be tracked in the cancel count, select the reason, and then select the right arrow to move it to the Not Tracked Cancel Reason grid. Parent topic: Appointment Tracking & Evaluation Types Panel

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

Track Appointment Cancellations and Recall Stops 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 and 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 and Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and the recall plan stop reason then select OK. The Reason for Appointment Cancellation and Reason for Stopping Recall application message` appears. Active recalls and future appointments will be cancelled. Select No.

Document a Canceled Visit

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