Add Communication Modes for Management Plans

You can add modes of communication for the patient management plan in the Management Plan Communication template.

1. Open NextGen® Enterprise EHR.
2. To open the Templates module on a patient encounter, do one of the following:
   • On the Categories or Encounter History tab, select Open Template.
   • On Top Toolbar, select Templates.
   • On the main menu, select File > New > Template.
   The Select Template window opens.
3. In the Show section, select All.
4. Select Management Plans, and then select OK.
   The Management Plans template opens.
5. Select the values for Specialty and Visit Type, and then select a management plan in the grid.
   

   The Manage Actions grid expands displaying the management plan.

   

6. Select a management plan, and then select Communication.
   Note: A message appears, when you select a management plan that has the communication mode added.
   The Management Plan Communication template opens.

   

7. Select an action type.
8. To record the details for Spoke with, do one of the following:
   • To indicate that you spoke to the patient, select the Patient checkbox.
   • To indicate that you spoke to someone else on the patient's behalf, enter the person's name and relationship with the patient.
   The contact details are filled from the Patient Demographics template.
9. Select a lab vendor.
10. To document additional details regarding the on specific communication with the patient, enter comments manually or select the My Phrases link.
11. To use an alternative contact number for the specific call, select the Other (this call only) option and then enter the number.
12. Select Save & Close.
    Note: To edit the communication details, you can select the Telephone Call link in the Manage Actions grid to open the Telephone Call template, and then make updates to the communication mode.