Configure the Telephone Communication Document to Generate Offline

NextGen® Adaptive Content Engine Help Enterprise 8

Set the Default Telephone Template

The Telephone Call template is the default in the out-of-package NextGen® Adaptive Content Engine. You can leave this as the default or set the Telephone Communication template to launch instead. From the File menu, select System \ Practice Templates. The Select Template window appears. In the Show section, select All. On the Practice tab, scroll down and highlight Practice Configuration, and click OK. In the Telephone Call/Communication section, do one of the following: Select the Launch Telephone Communication check box. Leave the Launch Telephone Communication check box unselected to document communications on the Telephone Call template. For more information about selecting your practice's preferences, go to NextGen Healthcare Success Community and download the latest Practice Configuration Template User Guide for NextGen® Adaptive Content Engine. Parent topic: Configuring Your Documentation Preferences

NextGen® Adaptive Content Engine Help Enterprise 8

View the Call History Prior to v7.4 Link

When the View Call History Prior to v7.4 link is visible in runtime, you can view the call details that were entered in a NextGen® Adaptive Content Engine version that was 7.4 or earlier. From the File menu, select System \ Practice Templates. The Select Template window appears. In the Show section, select All. On the Practice tab, scroll down and highlight Practice Configuration, and click OK. In the Telephone history records entered prior to v7.4 section, select the Show Telephone History Active Text check box to display the link in the Communication panel. Scroll back to the top of the configuration template to click the Save and Close button. For more information on viewing the call history prior to v7.4, go to NextGen Healthcare Success Community and download the latest Practice Configuration Template for NextGen® Adaptive Content Engine. Parent topic: Configuring Your Documentation Preferences

NextGen® Adaptive Content Engine Help Enterprise 8

Configuring Your Documentation Preferences

You can configure the system based on your practice preferences for documenting communications with the following options: Set the default communication template to open from the Template button, navigational tabs, and the sub-navigation links on the templates Generate the Telephone Communication document offline Display the link to view call histories documented prior to NextGen® Adaptive Content Engine version 7.4 Set the Default Telephone Template Configure the Telephone Communication Document to Generate Offline View the Call History Prior to v7.4 Link Parent topic: Telephone Communication

NextGen® Adaptive Content Engine Help Enterprise 8

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

NextGen® Adaptive Content Engine Help Enterprise 8

Generate the Telephone Communication Document

The Telephone Communication template includes the Preview Document and Offline buttons. Both buttons relate directly to the Telephone Communication document. See the section on how to Generate the Telephone Communication Document Offline to learn how to automate the offline process. Parent topic: Open the Telephone Communications Template

NextGen® Adaptive Content Engine Help Enterprise 8

General Document Options

The practice level document options are: Option Description Default Histories to "Reviewed no changes" Sets the document detail option to reviewed for all the history sections by default and prints histories as reviewed on the document, unless the following applies: The Include detail in document option is selected in run time and the Reviewed, no changes option is selected for Family, Social, and Past Medical Histories in the History Review template on the Histories template. Disable Chart Note generation If you select this option, the Chart Note document does not launch anywhere in the application. If you clear this option, the application allows for the generation of a Chart Note document normally. Set templates other than the Master document and Chart Note to Offline document generation Sets the document generation offline on the respective templates. By selecting this check box, you can also configure the Generate Document button in the Communication panel to submit the Telephone

Configure the Telephone Communication Document to Generate Offline

Recommendations

Set the Default Telephone Template

View the Call History Prior to v7.4 Link

Configuring Your Documentation Preferences

Document a Call

Generate the Telephone Communication Document

General Document Options

Set the Default Telephone Template

View the Call History Prior to v7.4 Link

Configuring Your Documentation Preferences

Document a Call

Generate the Telephone Communication Document

General Document Options