Configuration of Assessment or Plan Navigation

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Manage the My Plan Tab Caption and Template Name

You can update or remove a My Plan tab caption for a specialty, practice, or provider using the Assessment/Plan Navigation Configuration panel. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select a specialty, practice, or provider. Select the Assessment/Plan Navigation Configuration panel. Select a row that represents a tab on the My Plan template. To select a different row, select Clear.In this example, the Family Practice specialty grid has a Labs tab on the My Plan template. The grid shows the caption, the mapped template name, and the sort order. To remove the caption, select the Caption field and remove or update the text. To modify a template name, do one of the following: To remove the template name, select the field and select Clear. To update the template name, select in the field and select a template. Note: You cannot clear the Caption or the Template Name fields after you select Update. Select Update.The Labs row you selected appears as a blank

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Manage the My Plan Grid

The Assessment / Plan Navigation Configuration panel allows you to create or update dynamic My Plan templates based on practice or provider. You can also update the captions, templates, and sequence of the tabs. Open NextGen® Enterprise EHR. Open the Framework Content template. Select the Assessment/Plan Navigation Configuration panel.The default configuration for the selected specialty, practice, and provider appears in all the specialty and practice grids in the Assessment/Plan Navigation Configuration. In the grid, select an item. To move one or more items from the specialty grid to the provider or practice grid, select to move one item at a time and select to move all items at once. Note: You can update the caption, template name, and sort order of the items. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template Modify the Sequence of the My Plan Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Specialty-Specific My Plan Grids

You can update a specialty-specific My Plan grid using the Assessment/Plan Navigation configuration panel. You can also update the captions, templates, and sequence of the tabs. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select the Assessment/Plan Navigation Configuration panel.The default configuration for the selected specialty appears in the specialty grid. In the Specialty grid, select a row that represents a tab on the My Plan template. To select a different row, select Clear.You can update the caption, template name, and sort order of the items. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template Manage the My Plan Tab Caption and Template Name Modify the Sequence of the My Plan Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Modify the Sequence of the My Plan Tab

You can change the sequence of the tabs that appear on the My Plan template using the Sort Order option. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select a speciality, practice, or provider. Select the Assessment/Plan Navigation Configuration panel. In the specialty, practice, or provider grid, select a row that represents a tab on the My Plan template.The details about the tab appears in the Caption, Template Name, and Sort Order fields. Note: In this example, if you select the My Plan row item, the sort order appears as 2. That is, the My Plan tab is the second tab. To select a different row, select Clear. To remove the template mapping for a selected caption, select in the Template Name field and then select the Clear link. Select in the Sort Order field and then select a number.In this example, to set the My Plan tab as the last tab, select 8. Select Update.The tab sequence has been modified, showing the My Plan tab as the last tab instead of the sec

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Select a Specialty, Practice, and Provider

To update the My Plan template layout, you must first select a specialty, practice, and provider on the Framework Content system template. Open NextGen® Enterprise EHR. Open the Framework Content system template. To modify a specialty, practice, or provider, do one of the following: To update the specialty, select a specialty. To update the practice, select a specialty and a practice. To update the provider, select a specialty, a practice, and a provider. The configuration of the selected specialty, practice, and provider appears in all the sections of the Framework Content system template. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Configuration of Panels

You can configure panels using the Framework Content system template. You can configure the following panels on the Framework Content system template. Reasons for Visit Physical Exam Review of Systems Medical / Family History Procedures Medical Chart Default Visit Specialty Client Button Configuration Assessment / Plan Navigation Configuration Client CheckBox Configuration Configuration of Reasons for Visit You can configure up to 14 chief complaints in the Reason for Visit panel. Configuration of Physical Exam Lists You can configure the physical exam lists using the Physical Exam panel. Configuration of Review of Systems Lists You can configure the systems listed in the left pane of the Review of Systems panel. Configuration of Procedure Lists The Procedures panel allows you to customize the list that you open using the Procedures button on the SOAP template. Configuration of Medical and Family History You can configure the templates that open on adding a Medical or Family History on

Configuration of Assessment or Plan Navigation

Recommendations

Manage the My Plan Tab Caption and Template Name

Manage the My Plan Grid

Update Specialty-Specific My Plan Grids

Modify the Sequence of the My Plan Tab

Select a Specialty, Practice, and Provider

Configuration of Panels

Configuration of Assessment or Plan Navigation

Manage the My Plan Tab Caption and Template Name

Manage the My Plan Grid

Update Specialty-Specific My Plan Grids

Modify the Sequence of the My Plan Tab

Select a Specialty, Practice, and Provider

Configuration of Panels