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.
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.
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 My Plan template in runtime.
- In the Lab Tests, Diagnostics, Office Medications, Office Procedures, Office Supplies, or Office Labs sections, select the first available field to add the item to be included in the order set for that order type.
- Under Instructions, select the first available field to type a common instruction to be included in the order set.
- In the Additional Orders section, select the field to select an order type before selecting the numbered fields to select the associated order.
- To remove any selections that may have been entered in error, select the Clear button for that order type section.
- Select Save, and then select Close.
The newly added data appears in the grid.
- In the Order Sets (My Plan / Custom Plan) section, select Save & Close.
