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 Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise PM.
To generate the Telephone Call Communication document offline, set the status of the call to Complete.
Click the Generate Document button to create the Telephone Call Communication document.
You can configure the Generate Document button to always generate the communication document offline.

Document a Call