NextGen Knowledge Center

Document Provider Communication

Provider communications can be documented on the Provider Communication panel or template.
  1. Do one of the following to open the Provider Communication panel or template:
    • On the Assessment/Plan - OPH template, expand the Provider Communication panel.
    • On the Provider - OPH template, scroll to the bottom and click the Provider Comm. button.
    The Provider Communication template opens.
  2. The Date field automatically displays the current date. To select another date, click the Date field and select a date from the on-screen calendar.
  3. Click each of the following fields as applicable and select a value from the list. To enter a value not listed, select the blank line at the top and type the value.
    • Communication regarding
    • To
  4. Type the name of the individual communicated.
    • To document a physician, click the Name field and select from the list of physicians in the system or select the top blank line and type the name.
  5. The Diagnosis and Code display a previously documented assessment automatically.
  6. If the communication attempt was completed
    • Select the Communicated check box.
    • Click the via field and select the method from the list or select the top blank line and type the method.
  7. If the communication attempt was not successful or not completed
    • Select the Not communicated check box.
    • Enter a reason by clicking the Reason field and selecting from the list or select the top blank line and type the reason.
  8. Enter any comments in the Comments field.
  9. Click the Add/Update button.
    The documented communication appears in the Provider Communication grid and includes the following information for the audit log: the Date and Time the record was created, and the Edited by field displays the name of the user who created the record.