Enter Communication Details

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Reminders through the Telephone Call Template

You must use clinical relevant information to identify patients who must receive reminders for preventive or follow-up care. To meet the Quality Reporting requirement and receive a Quality Reporting credit on the Telephone Call template, you must only send reminders based on the patient's preferred time and method of contact. A patient's decision to opt out of reminders can be recorded, and that patient can still be counted toward the Quality Reporting requirement. Open NextGen® Enterprise EHR. In the Telephone Call template, expand the Reminder panel. To add the reminders, do the following: Note: If the patient does not want reminders, you can select the Patient declines reminders checkbox, and then save and close the template. Select a reminder type. In Contact method, select Preferred or Other, and then select a method. In the Sent field, select a date. Enter additional comments related to the patient reminder. Select Add. Save and close the template. Parent topic: Managing Telephon

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Telephone Call Template

You can open the Telephone Call template to record information gathered during a telephone conversation with the patient. Before you begin Using the Call/Communication link, if you want to open the Telephone Call template by default, then you must clear the Launch Telephone Communication check box at the practice level on the Practice Configuration template. Open NextGen® Enterprise EHR. To open the Telephone Call template, do one of the following: On the Intake template, select the Call/Communication link. On the Patient Information Card, select the Telephone Communication link. The Telephone Call template opens. Parent topic: Managing the Telephone Call Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record a Telephone Conversation in the Communication Panel

You can record a telephonic conversation held with the patient using the Communication panel. Open NextGen® Enterprise EHR. Select the applicable reason from the left pane of the Communication panel. Select Add. Note: If you want to document only outgoing call details, select the Outgoing Call button. The corresponding template opens. In the template, enter the appropriate details in the Call Information, Contact Information, Communication, Comments , and Actions sections. Note: You can use the My Phrases link at the top-right of the Comments field to add comments. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the Getting Started User Guide for NextGen® Adaptive Content Engine. If you want to task the details to a recipient for any further action, select Priority and select the priority of the task. Select Send & Close.The Select Task Recipient template opens. Select the recipient from the Available Use

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Managing Telephone Call Details

You can document telephone communication details with patients on the Telephone Call template. You can do the following on a telephone call: Discuss and document provider and nursing comments, Care Guidelines, and patients' post-op days, immunizations with their due dates, and patient reminders. Document communication details such as call information, communication history, medication, and allergy details. Create and share lab orders. Create and share diagnostics, office services, immunizations, surgical procedures, referrals, and patient education. For more information, go to NextGen Healthcare Success Community, and download the My Plan Template Set User Guide for NextGen® Adaptive Content Engine. Enter Communication Details Providers can record call information, communication history, medication, allergy details, and more in the Communication panel of the Telephone Call template. View Immunizations and Care Guidelines Protocols You can view and discuss immunizations and care guideli

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® 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

Enter Communication Details

Recommendations

Add Reminders through the Telephone Call Template

Open the Telephone Call Template

Record a Telephone Conversation in the Communication Panel

Managing Telephone Call Details

Review Communication Details for a Patient

Document a Call

Add Reminders through the Telephone Call Template

Open the Telephone Call Template

Record a Telephone Conversation in the Communication Panel

Managing Telephone Call Details

Review Communication Details for a Patient

Document a Call