Action Panel

NextGen® Enterprise EHR Help

Action Panel

The action panel enables you to enter new calls, make updates to existing calls (depending on your permission settings), and create tasks when logging a call. Action Panel The Action Panel has a top tool bar that contains: Call Type: A new call can be logged by selecting a type from the list Date: Defaults to the current date and time After hours: Select if the call is after business hours for your practice Cancel: Cancels the current call New Call: A new call is opened Note: : There is no way to delete a saved call. The Cancel button is the only way to delete an unfinished call. Outside of the basic workflow for call types, from the Action Panel you can: Use pre-configured comments called My Phrases and Manage Phrases Perform an administrative action if needed Release info of logged PHI View scheduled appointments for the selected patient You can Add and Add & Task the call types, and Save & Reply the call task. Parent topic: Use the Communication Component

NextGen® Enterprise EHR Help

Medical Questions

The Medical Questions call type concerns communications that involve questions or concerns from a patient about his or her health. Select the New Call button and select Medical Questions from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Concern. The Concern option appears. Concern Select the specialty from the Specialty list. Select a Concern, the Duration of the concern, and any Comments related to the concern. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communicatio

NextGen® Enterprise EHR Help

Medical Questions

The Medical Questions call type concerns communications that involve questions or concerns from a patient about his or her health. Select the New Call button and select Medical Questions from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Concern. The Concern option appears. Concern Select the specialty from the Specialty list. Select a Concern, the Duration of the concern, and any Comments related to the concern. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communicatio

NextGen® Enterprise EHR Help

Forms/Records Requests

The Forms/Records Requests call type concerns communications that involve requests for forms and records to be sent to a patient. Select the New Call button and select Forms/Records Request from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Request. The Request option appears. Request Select the type of Request, the Date Needed for the requested form or record, and the Delivery method for the request. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communication Component

NextGen® Enterprise EHR Help

Forms/Records Requests

The Forms/Records Requests call type concerns communications that involve requests for forms and records to be sent to a patient. Select the New Call button and select Forms/Records Request from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Request. The Request option appears. Request Select the type of Request, the Date Needed for the requested form or record, and the Delivery method for the request. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communication Component

NextGen® Enterprise EHR Help

Charges

The Charges call type concerns communications that involve charges made for a patient. Select the New Call button and select Charges from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Action(s). The Action(s) option appears. Action(s) Select the type of charge from Physician management, Non-physician management, or No Charge. If you need assistance regarding the type of charge to select, select the Information icon for more information. Enter a Diagnosis Code in the Code field or select Search to display the ICD Lookup window. The Assessment field fills with the related information. Select a status for the patient from the Status list. Select the length of time of the call from the Call Length list. Select Submit to Superbill to send charges to the Procedures module. A window appears to confirm if you want to submit the call. Note: If you select Submit to Superbill, the call is automatically

Action Panel

Recommendations

Action Panel

Medical Questions

Medical Questions

Forms/Records Requests

Forms/Records Requests

Charges

Action Panel

Medical Questions

Medical Questions

Forms/Records Requests

Forms/Records Requests

Charges