Create a Customized Screening Tool

You can create a customized screening tool on the Custom Screening Tool Builder system template.

1. Open the Custom Screening Tool Builder template.
2. In the Step 1 - Name That Tool section, type a tool name for that tool.
3. To select a specialty, do one of the following:
   • To configure a screening tool for all specialties, select All.
   • To configure a screening tool for specific specialties, select Custom, and then select the desired specialties on the Specialty selection window.
     

4. In Interpretation, select the field type, and configure the interpretations.
   Note: The Configure text link appears when Picklist (only) or Free text/Picklist option is selected.

   Your data on Custom Screening Tool Builder template gets reflected on the Screening Tool Log Configuration template.

5. Under Score, select the field type, and select Add.
   Note: You can make the Interpretation and Score required by using the check boxes in the Required field.
   The custom screening tool name appears in the Screening Tool Name grid.
6. In the Step 2 - Add Questions section, add the questions, and select Add.
7. In the Step 3 - Add Answer Options section, add the answer options for each question, and select Add.
8. Select Save and Close.
   The new screening tool appears in the Screening Tools Available section on the Screening Tools template. For more information on documenting the custom screening tools, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine.