Filter Pending Orders

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Conduct the Custom Plan AOE Questionnaire

You can document the Ask at Order Entry (AOE) questions in the Procedure AOE template. The Ask at Order Entry (AOE) functionality is integrated into the My Custom Plan template and requires no additional customization. The provider creates orders with AOE questions, receives the prompt, and enters answers on the template. Common Procedure options and preparation instructions are configurable. The updated AOE process is available for office procedure orders based on categories. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. In the My Plan panel, highlight a diagnosis and select Add.The plan type details appear on the Pending Orders grid. Select AOE to open the Procedure AOE template.If additional information is required, the corresponding (Procedure or Labs) AOE template opens. If no AOEs are in

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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. Before you begin On My Custom Plan practice template, in the General Configuration panel, select the Launch My Custom Plan checkbox. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. To add an assessment, do the following: Select Add/Edit Assessment.The Add or Update Assessment window opens. Add an assessment and then select Save & Close.The diagnosis appears in the grid. Highlight an assessment row in the grid. If the Diagnosis Group is not mapped, do the following: Select the Mapping Required link. Diagnosis group colored in yellow displays mapping is required Note: To allow unmapped diagnosis codes to map, select the Allow mapping of unmapped dx codes t

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter the Patient's Disposition

You can document the disposition of a patient in the disposition section of the My Custom Plan template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. Select the Disposition from the list or blank row to enter manually. If the patient refused the treatment, select Refused. Parent topic: Documenting Custom Plans

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Automatically Complete Office Procedures or Instruction Orders

You can complete the Office Procedure or Instruction Orders automatically by selecting the set order status to complete checkbox in the My Custom Plan template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. In the My Plan panel, highlight a diagnosis description row in the top grid. In the Order Options section, select the Office Procedures or Instructions plan type and then select a value from the grid. Select the Set Order Status to Complete checkbox. My Plan Select Add to fill the entered values in the Pending Orders grid. Select Place Order to move the order(s) to the Manage Orders panel. Note: If ordering medications from the My Custom Plan template, the drug interaction and allergy check is performed after placing the order, enabling you to acknowledge each. However, run the Medications_

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Override Default Vendors for Lab and Radiology Orders

You can change the lab and radiology vendors from defaults in the My Custom Plan template. Before you begin On My Custom Plan practice template, in the General Configuration panel, select the Bypass Order Module Processing checkbox. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. Select the Lab Vendor, Billing Type, and Priority from the lists. Select the Radiology Vendor, Billing Type, and Priority from the lists. Select the Quest/Lab Corp PSC Hold checkbox. Note: You can use this if your practice has configured the practice service center (PCS) hold setting for these vendors in the Practice Configuration template. Parent topic: Documenting Custom Plans

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Lab Order

Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan. The My Plan window opens. Select the Labs tab.The Lab Master template opens. Select an assessment in the Today's Assessments grid. In the Perform section, select the date and the required details for the lab test. lab master window displaying the lab test types Note: You can select the lab test links to select the lab-specific tests for an assessment. These lab templates share the current working assessment. Select the required tests and then select Place Order.Each test appears in the Order grid. Select an ordered lab and then select the Lab/Radiology Order Processing link.The Process and Submit Lab/Radiology Orders template opens. In the Select Order Type and Vendor section, select the order type, vendor, priority, and billing type. In Today's Orders section, select an order an

Filter Pending Orders

Recommendations

Conduct the Custom Plan AOE Questionnaire

Document a Patient's Custom Plan

Enter the Patient's Disposition

Automatically Complete Office Procedures or Instruction Orders

Override Default Vendors for Lab and Radiology Orders

Document a Lab Order

Conduct the Custom Plan AOE Questionnaire

Document a Patient's Custom Plan

Enter the Patient's Disposition

Automatically Complete Office Procedures or Instruction Orders

Override Default Vendors for Lab and Radiology Orders

Document a Lab Order