Configure Reports in the Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Management Plan Reporting

The Management Plan Reporting practice template allows you to filter, generate, print reports, and update individual patients records related to management plans. You can filter reports by categories, plans, status, location, and/or providers. The Management Plan Reporting template consists of two panels: Report Filter Report Data Configure Reports You can configure report filters in the Report Filter grid. View Reports You can view reports in the Report Data grid. Parent topic: Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Access Management Plan Reporting Template

A practice can customize the content that appears in NextGen® Adaptive Content Engine. This section provides access instructions for the Management Plan Reporting practice template. Log on to NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, click the All option. A list of system templates displays in the Practice tab. Double-click Management Plan Reporting to access the Management Plan Reporting template. Parent topic: Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Management Plan Reporting Practice Template

You can use the Management Plan Reporting template to manage individual patient records related to management plans. Configure Reports in the Management Plan Reporting Practice Template Access Management Plan Reporting Template Management Plan Reporting Parent topic: System and Practice Templates

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Management Plan Reporting Practice Template

The Management Plan Reporting practice template enables you to filter, generate, print reports, and update individual patient records related to management plans. You can filter reports by categories, plans, status, location, and providers. Open NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, select the All option.A list of system templates appears in the Practice tab. Select Management Plan Reporting.The Management Plan Reporting template opens. Configure Reports You can configure report filters in the Report Filter grid. View Reports You can view reports in the Report Data grid. Parent topic: Basic Configurations

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Management Plan Setup Practice Template

You can use the Management Plan Setup practice template to view the instructions for managing management plans. Configure Management Plans in the Management Plan Setup Practice Template Parent topic: System and Practice Templates

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Communication Using the System and Practice Templates

The Management Plan Setup and Management Plan Reporting practice templates are used for communication with the patients about abnormal findings and their follow-up. Open the Management Plan Setup Practice Template You can add detailed office follow-up plans for a patient. Modify Management Plan Categories and Statuses You can add categories in the Modify Management Plan Categories and Statuses panel on the Management Plan Setup template. Configure Letters You can add details of different type of letters. Parent topic: Basic Configurations

Configure Reports in the Management Plan Reporting Practice Template

Recommendations

Management Plan Reporting

Access Management Plan Reporting Template

Management Plan Reporting Practice Template

Open the Management Plan Reporting Practice Template

Management Plan Setup Practice Template

Communication Using the System and Practice Templates

Configure Reports in the Management Plan Reporting Practice Template

Management Plan Reporting

Access Management Plan Reporting Template

Management Plan Reporting Practice Template

Open the Management Plan Reporting Practice Template

Management Plan Setup Practice Template

Communication Using the System and Practice Templates