Add Orders on the Order Management Template

You can add orders from the Order Management template.

1. Open NextGen® Enterprise EHR.
2. On the Home Page template, select the Order Management link.
   The Order Management template opens.

   

3. If orders are not available in the grid, select Add.
   The My Plan template opens.

   Note: If you select the Launch My Custom Plan (ord_my_custom_plan) checkbox on the Practice Configuration practice template, the My Custom Plan template opens. For more information on the My Custom Plan template, go to NextGen Healthcare Success Community, and download the My Plan Template Set User Guide for NextGen® Adaptive Content Engine.
4. If necessary, select an assessment in the Today's Assessment grid.
   The My Plan template is part of a group of templates that use the last assessment or diagnosis selected on any of the templates in the group as the working assessment. The system defaults to the current working assessment. You can select another assessment, which becomes the new working assessment that carries forward to the other templates in the group.
   The selected assessment appears in the Selected Dx field. The associated orders appear in the following order types:

   • Lab orders
   • Diagnostics
   • Office medications
   • Office procedures
   • Office labs
   • Instructions
   • Follow-up visit/referrals
5. If the assessment is not available in the grid, select the Add Common Assessment link or select Add.
6. Select the applicable checkbox associated with the orders under the order type, and select Place Order.
   Note: If you order medications from the My Plan template, the drug interaction and allergy check are performed when you place the order, which enables you to acknowledge each interaction and allergy. However, first run the Medications_NDCID_Notmapped Crystal report to identify National Drug Codes (NDC) for medications that are not mapped, and map them to the NDC Library. For more information on running SAP® Crystal Reports® in NextGen® Enterprise EHR, go to NextGen Healthcare Success Community, and download the Reports User Guide for NextGen® Enterprise EHR. For more information on mapping NDCs, go to NextGen Healthcare Success Community, and download the File Maintenance Libraries Guide for NextGen® Enterprise.
7. To browse and select patient education material, select Patient Education.
   For more information, go to NextGen Healthcare Success Community, and download the Patient Education Resources Guide for NextGen® Enterprise EHR
   The Patient Education Browser window opens.
8. To associate multiple diagnoses with orders for diagnostic tests (radiology studies and labs), select the Associate Diagnoses link.
   The Associate Diagnoses template opens.
9. Select Save & Close.
   The orders placed in the My Plan or My Custom Plan template appear in the Order Management template.

   Note: The new filter options Processed and Unprocessed apply to the Lab orders or Diagnostics orders. The Processed option is selected by default.
10. To view any unprocessed lab or diagnostic orders, select the Diagnostics or Lab Orders option, and then select the Unprocessed option.
11. If the orders are unprocessed, select the Lab/Radiology Order Processing link to process the orders.
    Note: You cannot edit or cosign unprocessed orders. The Edit button is unavailable when you select the Unprocessed option.