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.

1. Open NextGen® Enterprise EHR.
2. In the Telephone Call template, expand the Reminder panel.
3. To add the reminders, do the following:
   Note: If the patient does not want reminders, you can select the Patient declines reminders check box, and then save and close the template.
   1. Select a reminder type.
   2. In Contact method, select Preferred or Other, and then select a method.
   3. In the Sent field, select a date.
   4. Enter additional comments related to the patient reminder.
   5. Select Add.
   6. Save and close the template.