Document Telephone Interactions

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Care Coordination Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Care Coordination Interactions panel, and then select Add.The Care Coordination Interactions template opens. Fill out all the fields that apply for this interaction. Select Save. Select Clear For Add to enter multiple actions or select Close. Note: Use the Edit and Remove buttons to manage Care Coordination. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Face-to-Face Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Face-to-Face Interactions panel, and then select Add.The Face to Face Interactions template opens. Fill out all the fields that apply for this interaction. Select Save. Select Clear For Add to enter multiple actions or select Close. Note: Use the Edit and Remove buttons to manage face-to-face Interactions. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Provider Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation tab, expand the Provider Interactions panel, and then select Add.The Provider Interactions template opens. Type a description of the action taken in the Actions field. Select Save. To add another entry, select Clear For Add and repeat steps 2 and 3. When you have completed all need entries, select Close. The template closes and the saved entries appear on the Provider Interactions data grid. To remove an entry from the Provider Interactions grids, select the entry to be removed and select Remove. To change an entry on the grid, select the entry to be changed and select Edit. The Provider Interactions template appears and you can edit the text in the Actions field. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Use the Document Panel to Complete a Visit

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Select the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documentation Tab

You use the Documentation tab to document interactions with a patient that fall outside of a patient visit. For example, interactions with other providers, telephone calls and interactions with other care team members. The Documentation tab consist of these panels: Panels Description Provider Interactions Use this panel to record interactions with other providers. Telephone Interactions Enter patient’s interactions over the phone on this panel. Face-to-Face Interactions Enter patient’s face-to-face interactions on this panel. Care Coordination Interactions Enter patient’s care coordination-related interactions on this panel. Document Use this panel to add or update the visit diagnosis codes, document the type of visit, submit the encounter visit code, and generate the visit note. The Document panel also contains links to generate several care management documents. Document Provider Interactions Document Telephone Interactions Record Face-to-Face Interactions Record Care Coordination In

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Telephone Communication Template

You can open the Telephone Communication template from the Templates module. Open NextGen® Enterprise EHR. 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. In Medical Records tab, in Show, select All. Select Telephone Communication and select OK. The Telephone Communication template opens. Telephone Communication The tabs on the Telephone Communication template appear based on the selected Specialty and Visit Type. You can configure the tabs on the Framework Content system template. Parent topic: Telephone Communication

Document Telephone Interactions

Before you begin

Recommendations

Record Care Coordination Interactions

Record Face-to-Face Interactions

Document Provider Interactions

Use the Document Panel to Complete a Visit

Documentation Tab

Open the Telephone Communication Template

Document Telephone Interactions

Before you begin

Record Care Coordination Interactions

Record Face-to-Face Interactions

Document Provider Interactions

Use the Document Panel to Complete a Visit

Documentation Tab

Open the Telephone Communication Template