The My Plan sub-navigational link opens the My Plan or My Custom Plan template to select an assessment and place the applicable orders associated with the diagnosis categories for the selected assessment.
The template that opens in the My Plan tab out-of-the-box is the original template.
Note: The
My Plan tab can hold one of two templates:
My Plan or
My Custom Plan.
My Plan - is packaged as the default template; recommended for those clients who wish to continue using the current My Plan template. This template will eventually be retired (date to be determined) and no enhancements are being applied to it.
My Custom Plan – created to improve usability by reducing the number of selects required for ordering while maintaining the functionality for Order Sets; recommended for clients who wish to take advantage of the significant modifications in the areas of Orders and Referrals.
The My Custom Plan template is configured to open on the Practice Configuration practice template.
The My Custom Plan template can be set up to open from the navigation bar and the My Plan sub-navigational link, the link in left pane of the Assessment/Plan panel, and all of the My Plan links or buttons found throughout the NextGen® Adaptive Content Engine templates.
The following three links are available at the top of the My Custom Plan template:
- Counseling Details: Opens the Counseling Details template to enter various counseling/educational details and responses of the patient towards the counseling.
- Records Request: Opens the Record Request template to enter physician details.
- Health Promotion Plan - Opens the Health Promotion Plan template to document care plan for BMI, Hypertension and Depression, enter pain assessment details and the follow-up plan of care, screen patients (65 years of age or older) for fall risk, and open various screening and assessment tools.
The My Custom Plan template includes the following two panels:
The 
button at the top-right of the template opens the Info Ord My Custom Plan template. The template includes information on the purpose of the My Custom Plan template, and instructions on how to use the template.
For more information on configuration and functionality of the My Custom Plan template, go to NextGen Healthcare Success Community, and download theMy Plan Template Set User Guide for NextGen® Adaptive Content Engine.
For more information on order management refer:
Note: For more information on how to add orders on the
Order Management template, go to
NextGen Healthcare Success Community, and download the
Getting Started User Guide for NextGen® Adaptive Content Engine.
