Remove a Clinical Reference from Provider's Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Clinical Reference

On the Assessment Plan Customization template, Order Sets (My Plan/Custom Plan) section, select any item in the grid to open the Provider's Custom Plan template. Select any Department for any Diagnosis Group. Note: It is recommended that you copy the reference used to all departments in that same Diagnosis Group in order to maintain continuity. It is also important to ensure that there is at least one test in the Diagnosis Group. For example, at least one item populates in the lab tests, diagnostics, office medications, office procedures, office supplies, office labs, instructions, or additional orders. Select Manage References to open the Manage References template.In the Order Type filters, Lab Tests is selected by default. To change the Order Type, select a different filter option.If there is no order populated in the numbered field, the Reference field remains read-only. Manage References When an order is populated, the Reference field is available for you to free text the appropri

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Physical Therapy Clinical Reference

On the Assessment Plan Customization template, Order Sets (My Plan/Custom Plan) section, select he appropriate grid row.The Reference System field automatically fills. In the Department field, select to select PT. Select a Diagnosis Group. Note: It is recommended that you copy the reference used to all departments in that same Diagnosis Group in order to maintain continuity. It is also important to ensure that there is at least one test in the Diagnosis Group. For example, at least one item populates in the lab tests, diagnostics, office medications, office procedures, office supplies, office labs, instructions, or additional orders. In the Provider filed, select to select Provider. Select Manage References.The Exercises order type is selected by default. If required, select a different Order Type.If there are no values in the first field, the Reference field is read only. The Reference field next to the available tests is editable. To document additional references, select Save before

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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Edit Order Type Categories

In the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists data grid, select the Specialty List option. Select a specialty in the grid.The FC Orders 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

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 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

Remove a Clinical Reference from Provider's Custom Plan

Recommendations

Add a Clinical Reference

Add a Physical Therapy Clinical Reference

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Remove Order Set Picklists

Add a Clinical Reference

Add a Physical Therapy Clinical Reference

Remove an Order Set

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Remove Order Set Picklists