Telephone Call Tasking

NextGen® Adaptive Content Engine Help Enterprise 8

Configuration Option in Quick Task

If you click the Launch Quick Task link, the Quick Task Setup template opens. The Quick Task Setup template allows you to configure the task recipient to automatically send the orders that are being placed in run time. Quick Task section The Require a Category to be entered when Quick Task setting are added or updated check box is selected by default. This indicates that the Category field on the Quick Task Setup template is a mandatory field. Note: If the task recipient is not configured in the Practice Configuration template, then the system opens the Quick Task Setup template when you click Quick Task on the ordering templates (for example, Add or Update Assessment, My Plan, Office Services, and so on) in run time. Configure Task Recipient Modify Task Recipient Configuration Parent topic: Practice Configuration Template Settings

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® Orthopedic Suite Help 80.2.14.0

Update a Task

You can update or edit a configured task. On the Tasking Configuration practice template, expand the Tasks panel. Select the task from the main grid. The task information appear the fields below the grid. Fields to enter the task details in the Tasks panel Note: You cannot edit Call Name and Call Description fields. Update the following information as needed: Subject Description Due Date Priority Attach Item Current Template: Choose this option if you want the task to attach the template associated with the selected task. Template: Choose this option and select a template from the field picklist if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topic: Managing Tasks

NextGen® Adaptive Content Engine Help Enterprise 8

Telephone Call/Communication

If you select the Launch Telephone Communication check box, the system opens the Telephone Communication template instead of the Telephone Call template from left Navigation, sub-navigational links and navigational tabs available on all the specialties templates. Telephone Call/Communication section Patient Communication visit type Telephone call However, the Telephone Communication link on the Patient Information Card opens only the Telephone Call template even if you select the Launch Telephone Communication check box on the Practice Configuration template. Parent topic: Practice Configuration Template Settings

NextGen® Orthopedic Suite Help 80.2.14.0

Assign a Category to a Task

On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. User Category field in the Task Options panel In the Use Category field, select the category to which you want to assign the task. Click Add. The selected category appears in the Category grid. Parent topic: Manage Task Assignments

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

Telephone Call Tasking

Recommendations

Configuration Option in Quick Task

Set the Default Telephone Template

Update a Task

Telephone Call/Communication

Assign a Category to a Task

Telephone Communication