Automatically Complete Office Procedures or Instruction Orders

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Patient's Custom Plan

You can document the patient's diagnostics, insurance, lab orders, diagnostic, referrals, and follow-up details in the My Custom Plan template. Before you begin On My Custom Plan practice template, in the General Configuration panel, select the Launch My Custom Plan checkbox. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan.The My Custom Plan window opens. To add an assessment, do the following: Select Add/Edit Assessment.The Add or Update Assessment window opens. Add an assessment and then select Save & Close.The diagnosis appears in the grid. Highlight an assessment row in the grid. If the Diagnosis Group is not mapped, do the following: Select the Mapping Required link. Diagnosis group colored in yellow displays mapping is required Note: To allow unmapped diagnosis codes to map, select the Allow mapping of unmapped dx codes t

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Conduct the Custom Plan AOE Questionnaire

You can document the Ask at Order Entry (AOE) questions in the Procedure AOE template. The Ask at Order Entry (AOE) functionality is integrated into the My Custom Plan template and requires no additional customization. The provider creates orders with AOE questions, receives the prompt, and enters answers on the template. Common Procedure options and preparation instructions are configurable. The updated AOE process is available for office procedure orders based on categories. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan.The My Custom Plan window opens. In the My Plan panel, highlight a diagnosis and select Add.The plan type details appear on the Pending Orders grid. Select AOE to open the Procedure AOE template.If additional information is required, the corresponding (Procedure or Labs) AOE template opens. If no AOEs are in

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document an Office Procedures Order

You can document point of care tests for a patient in the Office Procedures template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan. The My Plan window opens. Select the Office Procedures tab.The Office Procedures template window opens. Select an assessment from the Today's Assessments grid.The diagnosis details linked to the assessment appear in the corresponding fields. You can update them as required. Note: You can select Add or Edit to update the assessment details. Select a point of care test.The office service details appear in the corresponding fields. You can update them as required. To indicate that an injection, IV fluid, or medication was required, select the associated option. Select Place Order. Note: If ordering medications from the My Plan template, the drug interaction and allergy check is performed upon placi

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Orders on the Order Management Template

You can add orders from the Order Management template. Open NextGen® Enterprise EHR. On the Home Page template, select the Order Management link.The Order Management template opens. Order Management 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. 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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Office Procedures

Open the ASC - Physician Procedure template. In the Assessment / Plan panel, select the Office Procedures link.The Office Procedures template opens. If required, select an assessment.The Office Procedures 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 application 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. Select an appropriate procedure and enter the required details. Office Procedures Select Place Order. Note: If you order medications on the My Plan template, the drug interaction and allergy check are performed when you place the order that enabling you to acknowledge each interaction and allergy. However, first run the Medications_NDCID_Notmapped Crystal Report to identify National D

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Office Procedures

You can place orders using the Office Procedures template. Open NextGen® Enterprise EHR. Open the SOAP template. In the Assessment/Plan panel, select Office Procedures. Select an assessment, select an appropriate procedure, and then enter the details. Select Place Order. Note: If you order medications on the My Plan template, the drug interaction and allergy check are performed when you place the order that enabling you to acknowledge each interaction and allergy. However, first run the Medications_NDCID_Notmapped report to identify National Drug Codes (NDC) for medications not mapped and map them to the NDC Library. For more information on SAP® Crystal Reports® in NextGen® Enterprise EHR and mapping NDCs, go to NextGen Healthcare Success Community, and download theReports User Guide for NextGen® Enterprise EHR and File Maintenance Libraries Guide for NextGen® Enterprise. Parent topic: Add or Update Assessment Template Parent topic: Document Assessments and Plans See also Shared Workin

Automatically Complete Office Procedures or Instruction Orders

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Document a Patient's Custom Plan

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Document Office Procedures