Document Patient Reminders

NextGen® Adaptive Content Engine Help Enterprise 8

Delete an Existing Patient Reminder

On the Telephone Communications template, Reminder panel, select the row you want to remove. The fields at the top of the Reminder panel fill with the selected patient reminder details. Click Remove. Remove Reminder The selected row has been deleted from the grid. Parent topic: Document Patient Reminders

NextGen® Adaptive Content Engine Help Enterprise 8

Modify Existing Patient Reminders

On the Telephone Communications template, Reminder panel, select the row that you want to modify. The fields at the top of the Reminder panel fill with the selected patient reminder details. Make the necessary changes in the fields, and then click Update. The modified data appears in the grid. Parent topic: Document Patient Reminders

NextGen® Adaptive Content Engine Help Enterprise 8

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 check box, 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. Update or Delete a Reminder Yo

NextGen® Adaptive Content Engine Help Enterprise 8

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 latest My Plan Template Set User Guide forNextGen®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 gu

NextGen® Adaptive Content Engine Help Enterprise 8

Update or Delete a Reminder

You can modify reminder details for a patient on the Telephone Call template. Open NextGen® Enterprise EHR. On the Telephone Call template, expand the Reminder panel. Select a reminder from the grid. To update the reminder details, modify the details, and then select Update. The updated reminder appears in the grid. To delete the reminder details, select Remove. The reminder is deleted from the grid. Save and close the template. Parent topic: Add Reminders through the Telephone Call Template Related tasks Open the Telephone Call Template

NextGen® Enterprise EHR Help

Add Patient Preferences for EDI Messaging

The EDI Messaging window is only available to practices that have an EDI license. The options in the reminders fields are determined by your system administrator. Use this window to identify how the patient wants to receive reminders. NextGen EDI services uses the NextGen EDI Console to create and send the reminders to the patient. Open the Add/Modify Person/Patient Information window for the applicable person/patient. Select the hyperlink. The EDI Messaging window opens. On the EDI Messaging window do the following and then select OK. In the Appointment Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Balance Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Recall Plans field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders Select the EDI Notification option button. If the patient specified EDI messaging by any of the following methods, enter the pref

Document Patient Reminders

Recommendations

Delete an Existing Patient Reminder

Modify Existing Patient Reminders

Add Reminders through the Telephone Call Template

Managing Telephone Call Details

Update or Delete a Reminder

Add Patient Preferences for EDI Messaging

Delete an Existing Patient Reminder

Modify Existing Patient Reminders

Add Reminders through the Telephone Call Template

Managing Telephone Call Details

Update or Delete a Reminder

Add Patient Preferences for EDI Messaging