Document Calls and Other Patient Communication
Select the
Contact Type
field, and then select the type of contact from the picklist.
If you communicate with someone other than the patient, use the
Relationship
field to document their relationship to the patient.
If you select
Patient
, the application automatically fills in the name and telephone.
If not, you must type entries into those fields.
Select a follow-up urgency for the call, in the
Urgency
field.
Complete any other information.
Enter a description of the conversation/communication in the
Comments
field.
Select
Add Message
.
The message is added to the
Messages
grid.
To send the message a task to the Provider on the encounter, select
Task To Provider
.
To open the tasking window and choose the recipient, select
Task To Staff
.
To generate a document that captures all communications that occurred on that encounter, select the
Create Document
icon.
Select
Save & Close
in the workflow bar to close the template.
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NextGen® Adaptive Content Engine Help Enterprise 8
Document a Call
On the Telephone Communications template, Communication panel, click New Call to document the details of the call. Click the Call Type field and select a type of call from the list. The links in the left pane and the corresponding options appear based on the selected Call Type. Select an option for each of the following fields: Contact Type Urgency Spoke With Note: The required fields are highlighted by bolded column headings. You must document these fields before you can save the call information in the grid. Click the Contact Information link. Select an option for each column, Preferred Contact and Alternate Contact. Click the links from the left pane to document the call details. Each link has different options which you can select to build the call information. Enter comments in the text field below the grid. Do one of the following: Click Add. To send a task related to an individual or workgroup, click the Add & Task button For more information on tasking, go to the NextGen Health
NextGen® Orthopedic Suite Help 80.2.14.0
Document After Hours Contact Details
You can document the messages left and actions taken when providers are unavailable. On the Home template, click the Patient Contact link, and select After Hrs from the list. The After Hours template opens. After Hours template Click the Taken by field. Your name is automatically filled in this field, and a list opens for selecting the contact type. Select how the message was received from the list. Click the Patient of field, select the patient’s provider from the provider window, and then click OK. If the communication was with the patient, do the following: Select Patient for Who. The patient's name is automatically filled in the Caller Name field, and a list opens for selecting the phone number type. Select the phone number type. The corresponding phone number is automatically filled in the respective field. Note: You can edit the phone number, if needed. If the communication was with the physician or allied health, do the following: Select the Physician or Allied Health for Who. A
NextGen® Enterprise EHR Help
Other
The Other call type concerns communications that do not fit into any of the pre-defined categories. Select the New Call button and select Other from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Communication. The Communication option appears. Communication Enter information about the call in the Comments section. 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 Grid. New Call for Expired Patient Parent topic: Call Types
NextGen® Orthopedic Suite Help 80.2.14.0
Add Chart Details
You can document chart details as a part of the patient's contact details. Open the Patient Contact template. Chart Information section on the Patient Contact template In the Chart Information section, select the chart type. Click the Taken By field. The name of the user and date and time of the entry appear in the corresponding fields, and the get providers window opens. Select the provider, and click OK. The Provider field in the Provider Information section is automatically filled. If the patient has been contacted on an emergency basis, select the STAT option. Click the Type field, and select the contact type from the list. The Who field displays a list to select the relationship of the person who provides the patient details. Select the relationship of the person with the patient, and then enter the name of the person in the Name field. Note: If you select Patient in Who, the patient's name appears in the Name field. Click the Return To field, and select the phone type from the li
NextGen® Adaptive Content Engine Help Enterprise 8
Record a Telephone Conversation in the Communication Panel
Select the applicable reason from the left pane of the Communication panel. Click Add. Note: If you want to document only outgoing call details, click the Outgoing Call button. The corresponding template opens. In the template, enter the appropriate details in the Call Information, Contact Information, Communication, Comments and Actions sections. Note: You can use the My Phrases link at the top-right of the Comments field to add comments. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. If you want to task the details to a recipient for any further action, click Priority and select the priority of the task. Click Send & Close. The Select Task Recipient template opens. Select the recipient from the Available Users/Workgroups pane. Click Add User(s). The selected recipient name moves to the Task Recipients pane. Click OK. Select the O
NextGen® Adaptive Content Engine Help Enterprise 8
Add a Patient Communication
Access the Communications panel. Click the appropriate link on the Communication Tool pane on the left to indicate that type of patient contact being recorded: Medication Management Medical Question Test Result Request Referral Request Forms/Records Billing Question Outgoing Call Other The arrow to the left indicates which link is currently selected. The number to the right of the link shows that number of previously entered communications for that type of call. If you select a link, the previously entered communications for that type appear in the grid with the most recent call at that top of the list. Click Add. The appropriate telephone communications template appears. Medication Management In the Call Information section, click the Contact Type field, and select the call type. Enter the applicable details on the remainder of the template. Click Save & Close. Parent topic: Communication Panel
