Additional Communication Component Functions

Function	Description
My Phrases	Create and edit frequently used comments for a call
Admin Action	Document the administrative action associated with a call
Release of Info Log PHI	Enter and review the releases of Protected Health Information (PHI) associated with a patient
View Scheduled Appointments	View and update scheduled appointments for patients

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Call

On the Telephone Communications template, Communication panel, click New Call to document the details of the call. Click the Call Type field and select a type of call from the list. The links in the left pane and the corresponding options appear based on the selected Call Type. Select an option for each of the following fields: Contact Type Urgency Spoke With Note: The required fields are highlighted by bolded column headings. You must document these fields before you can save the call information in the grid. Click the Contact Information link. Select an option for each column, Preferred Contact and Alternate Contact. Click the links from the left pane to document the call details. Each link has different options which you can select to build the call information. Enter comments in the text field below the grid. Do one of the following: Click Add. To send a task related to an individual or workgroup, click the Add & Task button For more information on tasking, go to the NextGen Health

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting the NextGen® Enterprise Communication Component

The Communication panel includes the NextGen® Enterprise communication component. The top section displays the call details. Since a single encounter can have multiple expandable or collapsible call threads, you can filter the call details by Call Type and Status for all encounters. The View Call History Prior to v7.4 link enables you to review call details entered on a NextGen® Adaptive Content Engine version prior to 7.4. The link must be configured to appear in the Communication panel. View Call History Use the New Task button to create new tasks or to assign tasks to other users or groups. If a user assigns a telephone task to a workgroup or individual for further action or review, the documented telephone communication appears in the Inbox of the assigned person or practice. Document a Call Additional Communication Component Functions Parent topic: Open the Telephone Communications Template

NextGen® Enterprise EHR Help

Use the Communication Component

The Communication component enables you to document calls or communications that can then be placed on a template. This provides a more functional space to maintain and update data, rather than static form fields of telephone call templates. This component functions as a data-driven workflow to document call types that provide a resource for users to document as well as take any necessary follow-up actions produced by the call. The component is made up of the Communication Component Grid and Action Panel. The Communication component enables a streamlined approach to documenting calls for the following categories: Billing Questions Charges Forms/Record Requests Medical Questions Medication Management Referral Request Test Results Request Other Note: For NextGen® Enterprise, 5.8 UD2 and above, the Communication component must be configured in Template Editor to place on a template. Open the Communication Component Permission Settings Communication Component Grid Action Panel Shared Eleme

NextGen® Enterprise EHR Help

Use the Communication Component

The Communication component enables you to document calls or communications that can then be placed on a template. This provides a more functional space to maintain and update data, rather than static form fields of telephone call templates. This component functions as a data-driven workflow to document call types that provide a resource for users to document as well as take any necessary follow-up actions produced by the call. The component is made up of the Communication Component Grid and Action Panel. The Communication component enables a streamlined approach to documenting calls for the following categories: Billing Questions Charges Forms/Record Requests Medical Questions Medication Management Referral Request Test Results Request Other Note: For NextGen® Enterprise, 5.8 UD2 and above, the Communication component must be configured in Template Editor to place on a template. Open the Communication Component Permission Settings Communication Component Grid Action Panel Shared Eleme

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Review Communication Details for a Patient

You can review the details of all types of interaction with the patient, and assign tasks to users or workgroups for necessary actions. Open NextGen® Enterprise EHR. To open the Select Template window, do one of the following: From the Encounters or Categories tab, select Open Template. From the top toolbar, select Templates . Select File > New > Template. Select the Demographics tab, select All, and then select Communications from the list.The Communications template opens. Optional: To view the communication details for a specific timeframe, select the appropriate option for View. Note: By default, the Last Year option is selected. Review the following details for the patient: Appointment Outstanding tasks Telephone communication Communication through NextGen® PxP Portal Sticky notes added in the patient’s chart Record of Protected Health Information (PHI) releases Actions taken by the provider To assign a task to a user or workgroup, select Task next to Panel Control, enter the desc

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Communication Panels

The communication panel enables you to add, view, update, and remove panels. The communication panel properties are defined for using Communication in NextGen® Enterprise EHR. This section provides instructions for: View a Communication Panel Add a Communication Panel Update a Communication Panel Remove a Communication Panel View a Communication Panel Add a Communication Panel Restore a Default Profile Update a Communication Panel Remove a Communication Panel Parent topic: Communication Component Overview

Additional Communication Component Functions

Recommendations

Document a Call

Documenting the NextGen® Enterprise Communication Component

Use the Communication Component

Use the Communication Component

Review Communication Details for a Patient

Communication Panels

Additional Communication Component Functions

Document a Call

Documenting the NextGen® Enterprise Communication Component

Use the Communication Component

Use the Communication Component

Review Communication Details for a Patient

Communication Panels