Access Assessment Plan Customization Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Configuring Order Sets and Associated Lists

You can configure the order sets and order set lists using the Assessment Plan Customize practice template. The order sets shipped with NextGen® Adaptive Content Engine can be modified to meet the specific needs of a practice or provider. When you launch the My Plan or My Custom Plan template in runtime, a list of commonly ordered items for each type of order (such as labs, diagnostics, office procedures, and so on) displays on the template. Before an assessment or a diagnosis is selected, this list (order set) is loaded by default. Selecting a diagnosis in the grid holding today's assessments on the My Plan or My Custom Plan template, changes the order set based on your selection. Access Assessment Plan Customization Template Parent topic: Assessment Plan Customization

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create a New Order Set

The My Plan templates display all order sets that are available in the system, including those that are shipped with NextGen® Adaptive Content Engine. The order sets can be based on a diagnosis group, provider, or specialty (department). On the Assessment Plan Customization template, choose a Display option to filter the grid under the Order Sets (My Plan/Custom Plan) section by the Current provider or All providers. In the grid under the Order Sets (My Plan/Custom Plan) section, right-click and select Add New. Assessment and Plan Customization window The Provider's Custom Plan template opens. Depending on how you want to set up the order set, select the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list. Provider's custom plan window Note: You can leave the Provider and Dept fields blank to create starter sets for all providers at your practice. If you save more than one starter set, the most recently entered set is the one that is returned on the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Clinical References

The Provider's Custom Plan and My Custom Plan Setup templates are part of the Assessment Plan Customization template set up. The two custom plan templates include the ability to enter, edit, and remove clinical references for books, journals, and websites, etc. The clinical reference functionality makes the treatment plan templates more effective as you now know why it is recommended to perform certain tests for particular conditions. On the Provider's Custom Plan template, a chain link icon appears when a reference exists for the corresponding order. If there is an icon next to row, hover your mouse over the name of the order, code, or chain link icon to display a tool tip with the associated reference. The My Custom Plan Setup template includes a Reference field enabling you to free text the associated link and informational text letting you know that valid references are mandated as part of clinical decision support requirements. A tool tip revealing the reference title appears when

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Categories and Picklists

In the Order Sets (My Plan/CustomPlan) DBPicklists grid on the practice template, each row represents a single category of order items that appear in the picklists available on the My Plan or My Custom My Plan templates. You can create a new category of: Order items for an order type based on the specialty Service Items in the master picklist You can edit existing picklists by the full list or a specialty specific list. Set Up Categories for Order Types or Picklists Edit Order Type Categories Add Categories of Service Items in the Master DB Picklist Edit Full List of Order Set Picklists Remove Order Set Picklists Parent topic: Access Assessment Plan Customization Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Assessment Plan Customization

You can configure the order sets and order set picklists using the Assessment Plan Customize practice template. Configuring Order Sets and Associated Lists Parent topic: System and Practice Templates

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update an Order Set

On the Assessment Plan Customization template, choose a Display option to filter the grid under the Order Sets (My Plan/Custom Plan) section by the Current provider or All providers. Depending on how you configured the order set, select the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list. Select the order set to be modified in the Order Sets (My Plan / Custom Plan) grid.The Provider's Custom Plan template opens with the items included in the selected order set filled in for the different order types. Provider's Custom Plan window Make the required changes to the displayed order set. Select Save, and then select Close.The updated data displays in the grid. In the Order Sets (My Plan / Custom Plan) section of the Assessment Plan Customization template, select Save & Close. Parent topic: Create a New Order Set See also Access Assessment Plan Customization Template

Access Assessment Plan Customization Template

Recommendations

Configuring Order Sets and Associated Lists

Create a New Order Set

Clinical References

Categories and Picklists

Assessment Plan Customization

Update an Order Set

Configuring Order Sets and Associated Lists

Create a New Order Set

Clinical References

Categories and Picklists

Assessment Plan Customization

Update an Order Set