Documenting the NextGen® Enterprise Communication Component

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

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

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

Additional Communication Component Functions

The Communication panel enables you to perform additional functions: Function Description My Phrases Create and edit frequently used comments for a call Admin Action Document the administrative action associated with a call Release of Info Log PHI Enter and review the releases of Protected Health Information (PHI) associated with a patient View Scheduled Appointments View and update scheduled appointments for patients For more information on the Additional Functions of the communication component, go to NextGen Healthcare Success Community and download the latest Communication Component User Guide for NextGen® Enterprise. Parent topic: Documenting the NextGen Enterprise Communication Component

NextGen® Enterprise EHR Help

Use the Communication Component

The Communication component enables you to document calls or communications that can then be placed on a template. This provides a more functional space to maintain and update data, rather than static form fields of telephone call templates. This component functions as a data-driven workflow to document call types that provide a resource for users to document as well as take any necessary follow-up actions produced by the call. The component is made up of the Communication Component Grid and Action Panel. The Communication component enables a streamlined approach to documenting calls for the following categories: Billing Questions Charges Forms/Record Requests Medical Questions Medication Management Referral Request Test Results Request Other Note: For NextGen® Enterprise, 5.8 UD2 and above, the Communication component must be configured in Template Editor to place on a template. Open the Communication Component Permission Settings Communication Component Grid Action Panel Shared Eleme

NextGen® Adaptive Content Engine Help Enterprise 8

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

Documenting the NextGen® Enterprise Communication Component

Recommendations

Configuring Your Documentation Preferences

View the Call History Prior to v7.4 Link

Document a Call

Additional Communication Component Functions

Use the Communication Component

Telephone Communication

Configuring Your Documentation Preferences

View the Call History Prior to v7.4 Link

Document a Call

Additional Communication Component Functions

Use the Communication Component

Telephone Communication