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.

1. Open NextGen® Enterprise EHR.
2. 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.
3. Select the Demographics tab, select All, and then select Communications from the list.
   The Communications template opens.
4. 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.
5. 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
6. To assign a task to a user or workgroup, select Task next to Panel Control, enter the description of the task, and then select Send Task.
7. Optional: To add or update telephone communications through the Telephone Communication template, select Communication from the Telephone Communication panel.