Add Categories of Service Items in the Master DB Picklist
On the
Assessment Plan Customization
template,
Order Sets (My Plan/CustomPlan) DBPicklists
section, select the
Full List
display option.
Right-click and select
Add New
.
Figure 1.
.
The
Treatment Plan Dbp
template opens.
Select and/or type new information in the fields.
Note:
When you select an option from the
Category
field, the associated code is displayed in the
Category Description
field.
Select
Save
, and then select
Close
to return to
the Assessment Plan Customization
template.
In the
Order Sets (My Plan/CustomPlan) DBPicklists
section, select
Save & Close
.
See also
Access Assessment Plan Customization Template
Create a New Order Set
Recommendations
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Add Categories of Service Items in the Master DB Picklist
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Set Up Categories for Order Types or Picklists
You can create a new category of order items for an order type based on the specialty. On the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists section, select the Specialty List display filter. Right-click anywhere in the grid and select Add New. Figure 1. . Order Sets DBPicklists The FC Orders template opens. FC Orders window Select to select from the resulting list or type new information in the fields. Note: When you select an option from the Description field, the associated code is displayed in the Code field. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template Create a New Order Set
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Edit Order Type Categories
In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Specialty List option. Select a specialty in the grid.The FC Orders template opens. Make the required changes in the fields. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Edit Full List of Order Set Picklists
In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Full List option. Select an order type in the grid.The Treatment Plan Dbp template opens. Make the required changes in the fields. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Remove Order Set Picklists
In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Full List or Specialty List option.The grid is populated with the corresponding data. Select a row in the grid. Select Remove, and then select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template
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
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
