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.

1. Open NextGen® Enterprise EHR.
2. Open a patient's record, and then open an encounter.
3. 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.
4. To add an assessment, do the following:
   1. Select Add/Edit Assessment.
      The Add or Update Assessment window opens.
   2. Add an assessment and then select Save & Close.
      The diagnosis appears in the grid.
5. Highlight an assessment row in the grid.
6. If the Diagnosis Group is not mapped, do the following:
   1. Select the Mapping Required link.
      

      Note: To allow unmapped diagnosis codes to map, select the Allow mapping of unmapped dx codes to dx checkbox in the General Configuration panel of My Custom Plan Setup.
   2. Select the diagnosis group from the list, and then select OK.
7. To add a plan type, do the following:
   1. In the Order Options section, select a Plan Type from the list.
      

      The General Comments field includes My Phrases/Common Phrases links. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the Getting Started User Guide for NextGen® Adaptive Content Engine.
      Based on selection, the grid refreshes and requests entries.
   2. Enter the details and select Add.
      The plan type appears in the Pending Orders grid.
8. Optional: To add orders on row select to the pending orders grid, select the On Row Select: Add to Pending Orders checkbox.
9. Optional: To remove orders on row select from the pending orders grid, select the On Row Select: Remove from Pending Orders checkbox.
10. Answer any Ask at Order Entry (AOE) questions that appear.
11. Select Place Order.
    The processed orders appear in the Orders grid on the Manage Orders panel.