Review Communication Details for a Patient

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Telephone Communication

You can view and document the communication between a practice and a patient or a patient's representative. Depending on your preference, you can view and document telephone interaction details on the Telephone Call or Telephone Communication template. With the Telephone Call template you can document the reason for a call, add additional comments, and create tasks to assign to a patient's task list. You can access the template from the Template module. Telephone Call With the Telephone Communication template, you can quickly document details of telephone interactions with patients. The template includes the communication component that works seamlessly with NextGen® Adaptive Content Engine to streamline the documentation process. You can access this template from the Template module for all specialties. NextGen® Adaptive Content Engine ships with the Telephone Call template as the default. However, your practice can set the default to be the on the Telephone Communication template on

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter Communication Details

Providers can record call information, communication history, medication, allergy details, and more in the Communication panel of the Telephone Call template. Open NextGen® Enterprise EHR. On the Telephone Call template, expand the Communication panel. Select a communication category link to open the corresponding template. Enter the call information, communication history, medication, and allergy details. In Tasking, select a task priority, and then select Send & Close.The Select Task Recipient window opens. Select a recipient, select Add, and then select OK. Select Save & Close. Select Display, and select a communication category. To send a letter to the patient when the patient cannot be contacted, select the Send letter to patient due to inability to contact checkbox. A letter indicating the inability to contact the patient by telephone is generated and sent to the patient. Note: If your document to be generated is in queue, theDocument Generation - Queue Status window opens. To vi

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

Add Communication Modes for Management Plans

You can add modes of communication for the patient management plan in the Management Plan Communication template. 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 the Show section, select All. Select Management Plans, and then select OK.The Management Plans template opens. Select the values for Specialty and Visit Type, and then select a management plan in the grid. Manage Actions The Manage Actions grid expands displaying the management plan. Manage Actions 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. Management Plan Communication Select an action type. To record the details for Spoke wit

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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Patient Communication

Open NextGen® Enterprise EHR. Access the Communications panel. Select the appropriate link on the Communication Tool pane on the left to indicate that type of patient contact being recorded: Medication Management Medical Question Test Result Request Referral Request Forms/Records Billing Question Outgoing Call Other The arrow to the left indicates which link is currently selected. The number to the right of the link shows that number of previously entered communications for that type of call. If you select a link, the previously entered communications for that type appear in the grid with the most recent call at that top of the list. Select Add.The appropriate telephone communications template appears. Medication Management In the Call Information section, select the Contact Type field, and select the call type. Enter the applicable details on the remainder of the template. Select Save & Close. Parent topic: Communication Panel

Review Communication Details for a Patient

Recommendations

Telephone Communication

Enter Communication Details

Record a Telephone Conversation in the Communication Panel

Add Communication Modes for Management Plans

Open the Telephone Communication Template

Add a Patient Communication

Telephone Communication

Enter Communication Details

Record a Telephone Conversation in the Communication Panel

Add Communication Modes for Management Plans

Open the Telephone Communication Template

Add a Patient Communication