NextGen Knowledge Center

Enter an Order

You can enter and place an order from the My Plan or My Custom Plan template.

  1. Open NextGen® Enterprise EHR.
  2. Open the Intake template or SOAP template.
  3. Expand the Orders panel and select Add Orders.
    Based on the setting done on the Practice Configuration template, the My Plan or My Custom Plan template opens.
    My Custom Plan sections

  4. If required, add an assessment.
    The My Plan template is part of a group of templates that use the last assessment or diagnosis selected on any of the templates in the group as the working assessment. The system defaults to the current working assessment. You can select another assessment, which becomes the new working assessment that carries forward to the other templates in the group. The selected assessment appears in the Selected Dx field.
  5. If required, select the Assessments, My Plan, A/P Details, Labs, Diagnostics, Referrals, Office Procedures, and Review/Cosign Orders tabs to enter the appropriate information for each.
  6. To associate multiple diagnoses with orders, select the Associate Diagnoses link.
    The Associate Diagnoses template opens.
  7. To configure the task recipient to automatically send orders to as they are placed in run-time, select Quick Task.
  8. To process and include items in the Orders module, select Place Order.
  9. Select Save & Close.
Enter an Order