Set the Default Telephone Template

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

Configure the Telephone Communication Document to Generate Offline

From the File menu, select System \ Practice Templates. The Select Template window appears. In the Show section, select All. On the Practice tab, open the Document Configuration practice template. In the Practice Level Configurations section under Document Options, select the Set templates other than the Master document and Chart Note to Offline document generation check box to automate the generation as offline. For more information on document options, refer to the Document Configuration Practice Template for NextGen® Adaptive Content Engine available on NextGen Healthcare Success Community. 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

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

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

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

Set the Default Telephone Template

Recommendations

View the Call History Prior to v7.4 Link

Configure the Telephone Communication Document to Generate Offline

Configuring Your Documentation Preferences

Telephone Communication

Open the Telephone Call Template

Open the Telephone Communication Template

View the Call History Prior to v7.4 Link

Configure the Telephone Communication Document to Generate Offline

Configuring Your Documentation Preferences

Telephone Communication

Open the Telephone Call Template

Open the Telephone Communication Template