Categories and Picklists

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

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. . Order Sets DBPicklists The Treatment Plan Dbp template opens. Treatment Plan Dbp 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. 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

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

Categories and Picklists

Recommendations

Create a New Order Set

Add Categories of Service Items in the Master DB Picklist

Set Up Categories for Order Types or Picklists

Edit Order Type Categories

Edit Full List of Order Set Picklists

Remove Order Set Picklists

Categories and Picklists

Create a New Order Set

Add Categories of Service Items in the Master DB Picklist

Set Up Categories for Order Types or Picklists

Edit Order Type Categories

Edit Full List of Order Set Picklists

Remove Order Set Picklists