Managing the Telephone Call Template

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Patient Demographics Template

You can document patient details such as contact number, address, Primary Care Physician (PCP), primary practice provider, insurance, pharmacy, provider, emergency contact, employment, and reminder details, on the Patient Demographics template. Open NextGen® Enterprise EHR. Select a patient record. To open the Patient Demographics template, do one of the following: Open the Templates module, and double-click Patient Demographics in the Demographics tab. On the Home Page template, select the Demographics link. The Patient Demographics template opens. Patient Demographics Add Patient Demographic Information You can add demographic details of a patient on the Patient Demographics template. Editing the Patient's Address History You can view and edit the patient's address history details in the Address panel of the Patient Demographics template. Add Reminders through the Patient Demographics Template You can add a reminder. Parent topic: Managing the Telephone Call Template

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

Open the Telephone Call Template

You can open the Telephone Call template to record information gathered during a telephone conversation with the patient. Before you begin Using the Call/Communication link, if you want to open the Telephone Call template by default, then you must clear the Launch Telephone Communication check box at the practice level on the Practice Configuration template. Open NextGen® Enterprise EHR. To open the Telephone Call template, do one of the following: On the Intake template, select the Call/Communication link. On the Patient Information Card, select the Telephone Communication link. The Telephone Call template opens. Parent topic: Managing the Telephone Call Template

NextGen® Adaptive Content Engine Help Enterprise 8

Viewing Template Links on the Home Page Template

On the Home Page template, you can view and open links to other templates based on the selected specialty. The recommended workflow for a patient encounter is to begin on the Home Page template. If you set up the Home Page template as the default, then the same template automatically opens as the first template for an encounter. You can also open the generic Home Page template from the Templates module. You can review and document the summary of a patient's problems, history, allergies, medications, vital signs, orders, and so on, on the Home Page template. The Home Page template, associated with various specialties, includes links for the following: Documenting the patients's demographics information Documenting the patients's call and communication details Documenting the provider's test action after reviewing the patient's results Documenting order details Generating information Viewing the patients's history details Links on the Home Page template Managing the Telephone Call Templa

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Telephone Communication Template

You can open the Telephone Communication template to view the communication summary. Before you begin Using the Call/Communication link, if you want to open the Telephone Communication template by default, then you must select the Launch Telephone Communication check box in the Telephone Call/Communication section on the Practice Configuration template. Open NextGen® Enterprise EHR. On the Home Page template, select the Call/Communication link. The Telephone Communication template opens. Parent topic: Managing the Telephone Call Template

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

Managing the Telephone Call Template

Recommendations

Open the Patient Demographics Template

Managing Telephone Call Details

Open the Telephone Call Template

Viewing Template Links on the Home Page Template

Open the Telephone Communication Template

Telephone Communication

Open the Patient Demographics Template

Managing Telephone Call Details

Open the Telephone Call Template

Viewing Template Links on the Home Page Template

Open the Telephone Communication Template

Telephone Communication