Modify the Sequence of the My Plan Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Manage the My Plan Tab Caption and Template Name

You can update or remove a My Plan tab caption for a specialty, practice, or provider using the Assessment/Plan Navigation Configuration panel. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select a specialty, practice, or provider. Select the Assessment/Plan Navigation Configuration panel. Select a row that represents a tab on the My Plan template. To select a different row, select Clear.In this example, the Family Practice specialty grid has a Labs tab on the My Plan template. The grid shows the caption, the mapped template name, and the sort order. To remove the caption, select the Caption field and remove or update the text. To modify a template name, do one of the following: To remove the template name, select the field and select Clear. To update the template name, select in the field and select a template. Note: You cannot clear the Caption or the Template Name fields after you select Update. Select Update.The Labs row you selected appears as a blank

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Select a Specialty, Practice, and Provider

To update the My Plan template layout, you must first select a specialty, practice, and provider on the Framework Content system template. Open NextGen® Enterprise EHR. Open the Framework Content system template. To modify a specialty, practice, or provider, do one of the following: To update the specialty, select a specialty. To update the practice, select a specialty and a practice. To update the provider, select a specialty, a practice, and a provider. The configuration of the selected specialty, practice, and provider appears in all the sections of the Framework Content system template. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Manage the My Plan Grid

The Assessment / Plan Navigation Configuration panel allows you to create or update dynamic My Plan templates based on practice or provider. You can also update the captions, templates, and sequence of the tabs. Open NextGen® Enterprise EHR. Open the Framework Content template. Select the Assessment/Plan Navigation Configuration panel.The default configuration for the selected specialty, practice, and provider appears in all the specialty and practice grids in the Assessment/Plan Navigation Configuration. In the grid, select an item. To move one or more items from the specialty grid to the provider or practice grid, select to move one item at a time and select to move all items at once. Note: You can update the caption, template name, and sort order of the items. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template Modify the Sequence of the My Plan Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Specialty-Specific My Plan Grids

You can update a specialty-specific My Plan grid using the Assessment/Plan Navigation configuration panel. You can also update the captions, templates, and sequence of the tabs. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select the Assessment/Plan Navigation Configuration panel.The default configuration for the selected specialty appears in the specialty grid. In the Specialty grid, select a row that represents a tab on the My Plan template. To select a different row, select Clear.You can update the caption, template name, and sort order of the items. Parent topic: Configuration of Assessment or Plan Navigation See also Open the Framework Content Template Manage the My Plan Tab Caption and Template Name Modify the Sequence of the My Plan Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Manage the Framework Template Tabs

You can update or delete the framework template tabs from the Tab section. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select the Tabs and Subnavigation panel. In the Tab section, in the grid, select a row. To update a tab, make the changes in the fields, and select Update. To delete a tab, select Delete. Parent topic: Configuration of Tabs and Links See also Open the Framework Content Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Configure the Framework Template Tabs

You can configure the framework template tabs from the Tabs section. Open NextGen® Enterprise EHR. Open the Framework Content system template. Select the Tabs and Subnavigation panel. In the Tabs section, to select a visit type from the list, and select the Visit Type field.The Visit Type is based on the specialty that you select. The list includes only those visit types for which you have not configured the tabs. If the visit type is not in the list, select the visit type in the grid. Each visit type is configured to a range of Current Procedural Terminology ( CPT® ) codes which are used to calculate the Evaluation and Management (E&M) code on the Finalize template. Note: The Finalize template in Cardiology and Ophthalmology specialties calculates the codes differently, so you cannot add visit types for these specialties through this process. In the Caption field, type a label for the tab in the Tab 1 section. To enter the template to be opened when the user selects the tab, select th

Modify the Sequence of the My Plan Tab

Recommendations

Manage the My Plan Tab Caption and Template Name

Select a Specialty, Practice, and Provider

Manage the My Plan Grid

Update Specialty-Specific My Plan Grids

Manage the Framework Template Tabs

Configure the Framework Template Tabs

Modify the Sequence of the My Plan Tab

Manage the My Plan Tab Caption and Template Name

Select a Specialty, Practice, and Provider

Manage the My Plan Grid

Update Specialty-Specific My Plan Grids

Manage the Framework Template Tabs

Configure the Framework Template Tabs