Conduct the Custom Plan AOE Questionnaire

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

Filter Pending Orders

You can filter the pending orders depending on the selected plan type in the My Custom Plan 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 Custom Plan window opens. In the My Plan panel, Pending Orders section, select the View to filter items in the grid by a selected plan type. If Ask at Order Entry (AOE) questions apply, select AOE to view the questions and answer. Parent topic: Documenting Custom Plans

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Automatically Complete Office Procedures or Instruction Orders

You can complete the Office Procedure or Instruction Orders automatically by selecting the set order status to complete checkbox in the My Custom Plan 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 Custom Plan window opens. In the My Plan panel, highlight a diagnosis description row in the top grid. In the Order Options section, select the Office Procedures or Instructions plan type and then select a value from the grid. Select the Set Order Status to Complete checkbox. My Plan Select Add to fill the entered values in the Pending Orders grid. Select Place Order to move the order(s) to the Manage Orders panel. Note: If ordering medications from the My Custom Plan template, the drug interaction and allergy check is performed after placing the order, enabling you to acknowledge each. However, run the Medications_

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter the Patient's Disposition

You can document the disposition of a patient in the disposition section of the My Custom Plan 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 Custom Plan window opens. Select the Disposition from the list or blank row to enter manually. If the patient refused the treatment, select Refused. Parent topic: Documenting Custom Plans

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting Custom Plans

You can document diagnosis, lab orders, plan details, referrals, medications, and immunization details for a patient using the My Custom Plan template You can document a personalized treatment plan to suit your practice's specific needs. The custom plan functionality is configured as a grid for order sets and replaces the need to manually select a checkbox for each order to be placed. When My Custom Plan is configured, you can perform the following functions: You can add patient's diagnosis, lab, plan details, and referrals on the My Plan panel. You can document the order details and status of the order on the Manage Orders panel. You can add referral, type of plan, and additional details in the Order Options section. You can order any plan type in the Order Set and move them in by selecting the Pending Orders grid. You can answer Ask at Order Entry (AOE) question by selecting the AOE checkbox and create an order set in the Pending Orders section. You can add education documents to the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Lab Order

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 Labs tab.The Lab Master template opens. Select an assessment in the Today's Assessments grid. In the Perform section, select the date and the required details for the lab test. lab master window displaying the lab test types Note: You can select the lab test links to select the lab-specific tests for an assessment. These lab templates share the current working assessment. Select the required tests and then select Place Order.Each test appears in the Order grid. Select an ordered lab and then select the Lab/Radiology Order Processing link.The Process and Submit Lab/Radiology Orders template opens. In the Select Order Type and Vendor section, select the order type, vendor, priority, and billing type. In Today's Orders section, select an order an

Conduct the Custom Plan AOE Questionnaire

Recommendations

Document a Patient's Custom Plan

Filter Pending Orders

Automatically Complete Office Procedures or Instruction Orders

Enter the Patient's Disposition

Documenting Custom Plans

Document a Lab Order

Document a Patient's Custom Plan

Filter Pending Orders

Automatically Complete Office Procedures or Instruction Orders

Enter the Patient's Disposition

Documenting Custom Plans

Document a Lab Order