Edit Order Type Categories

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Set Up Categories for Order Types or Picklists

You can create a new category of order items for an order type based on the specialty. On the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists section, select the Specialty List display filter. Right-click anywhere in the grid and select Add New. Figure 1. . Order Sets DBPicklists The FC Orders template opens. FC Orders window Select to select from the resulting list or type new information in the fields. Note: When you select an option from the Description field, the associated code is displayed in the Code field. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template Create a New Order Set

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Edit Full List of Order Set Picklists

In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Full List option. Select an order type in the grid.The Treatment Plan Dbp template opens. Make the required changes in the fields. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Remove Order Set Picklists

In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Full List or Specialty List option.The grid is populated with the corresponding data. Select a row in the grid. Select Remove, and then select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Categories of Service Items in the Master DB Picklist

On the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists section, select the Full List display option. Right-click and select Add New. Figure 1. . Order Sets DBPicklists The Treatment Plan Dbp template opens. Treatment Plan Dbp Select and/or type new information in the fields. Note: When you select an option from the Category field, the associated code is displayed in the Category Description field. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template Create a New Order Set

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update an Order Set

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. Depending on how you configured the order set, select the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list. Select the order set to be modified in the Order Sets (My Plan / Custom Plan) grid.The Provider's Custom Plan template opens with the items included in the selected order set filled in for the different order types. Provider's Custom Plan window Make the required changes to the displayed order set. Select Save, and then select Close.The updated data displays in the grid. In the Order Sets (My Plan / Custom Plan) section of the Assessment Plan Customization template, select Save & Close. Parent topic: Create a New Order Set See also Access Assessment Plan Customization Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Remove an Order Set

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. Depending on how you configured the order set, select the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list. Highlight the order set row in the grid to be deleted. Select Remove. Select Save & Close. Parent topic: Create a New Order Set See also Access Assessment Plan Customization Template

Edit Order Type Categories

Recommendations

Set Up Categories for Order Types or Picklists

Edit Full List of Order Set Picklists

Remove Order Set Picklists

Add Categories of Service Items in the Master DB Picklist

Update an Order Set

Remove an Order Set

Set Up Categories for Order Types or Picklists

Edit Full List of Order Set Picklists

Remove Order Set Picklists

Add Categories of Service Items in the Master DB Picklist

Update an Order Set

Remove an Order Set