Setting Up the Data Sets Fields

Field	Description
Plan Type	You can label what kind of plan you want. The label displays on the template that opens this template.
File Maint. Dx Category	This field displays the category of diseases set up in File Maintenance.
Label for Value	You can label the fields you want to search. Two sets of this field appear on the template.
Data Table	You can select the data table to search. Two sets of this field appear on the template.
Data Field	This field allows you to select the data fields to search. Two sets of this field appear on the template.
Result Field	This field displays the results of a search. Two sets of this field appear on the template.
Lo Value	You can select the low value in a range of values. Two sets of this field appear on the template.
Hi Value	This field allows you to select the high value in a range of values. Two sets of this field appear on the template.
Units Value	You can select the type of units to display. Two sets of this field appear on the template.
Other DBPicklist Name	This field allows you to select custom lists. Enter up to 10 custom lists.
Info Popup Name	You can provide the name of the information that appears when the user selects the Quality button.
Info popup Description	You can provide the name of the information that appears when the user selects the Quality button.
Developer	You can update the developer name. This field supports clinical decision, and it is not a mandatory field.
Funding Source	You can update the funding source name. This field supports clinical decision, and it is not a mandatory field.
Reference Updated	This field automatically fills with the current date when you add the configuration details in the other fields. This field supports clinical decision.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Fields in Data Sets Setup to Customize Health Promotion Plan Template

The following fields appear on the Data Sets Setup template. Field Description Plan Type Use this field to label what kind of plan you want. The label displays on the template that opens this particular template. File Maint. Dx Category This field is based on a category of diseases set up in File Maintenance. Label for Value Use this field to label the fields you want to search. Two sets of this field appear on the template. Data Table Use this field to select the data table to search. Two sets of this field appear on the template. Data Field Use this field to select the data fields to search. Two sets of this field appear on the template. Result Field This field displays the results of a search. Two sets of this field appear on the template. Lo Value Use this field to select the low value in a range of values. Two sets of this field appear on the template. Hi Value Use this field to select the high value in a range of values. Two sets of this field appear on the template. Units Value

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create Custom Health Promotion Plans

You can create a custom health promotion plan. Open NextGen® Enterprise EHR. Open the Template Data Sets Setup template. In Plan Type, enter a label for the kind of plan you want. In File Maint. Dx Category, enter a disease category set up in File Maintenance. In Label for Value, enter a label that you want to search. Select the data tables and data fields that you want to retrieve values from. In Lo Value and Hi Value, enter low and high values. In Units Value, enter the type of units to display. In Other DBPicklist Name, select up to 10 custom lists. Note: The Developer, Funding Source, and Reference Updated fields support clinical decisions. When you add the configuration details in the other fields, Reference Updated is automatically filled with the current date. Select Save. Parent topic: Open the Template Data Sets Setup Template See also Open the Template Data Sets Setup Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create a Custom Plan

You can create a customized health plan for the patient using the Data Sets Setup template. Open the Data Sets Setup practice template. Select the Data Set field. Select Health Promotion Plan from the list. Select Add to open the Template Data Sets Setup template. Enter a label for the kind of plan you want in the Plan Type field. Enter a disease category set up in File Maintenance in the File Maint. Dx Category field. Enter a label in the Label for Value field for the fields you want to search. Select the data tables and data fields that you want to retrieve values from. Enter low and high values in the Lo Value and Hi Value fields. Enter the type of units to display in the Units Value field. Select up to 10 custom lists in the Other DBPicklist Name fields. Parent topic: Open the Template Data Sets Setup Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Fields on the Health Promotion Plan Data Set

Field Description Plan Type Enter the type of plan. In run-time, the plan type appears in the picklist launched from the Plan Type field on the Health Promotion Plan template. File Maint. Dx Category Enter a category of diseases set up in NextGen File Maintenance. Label for Value Enter the field label for the dynamic value that you want to display at the top of the Health Promotion Plan panel on the Health Promotion Plan template. Two sets of this field appear on the practice template. Data Table Enter the data table to search the required value. Two sets of this field is available on the practice template. Data Field Enter the data field to search the required value. Two sets of this field is available on the practice template. Result Field Enter the results of a search. Two sets of this field appear on the practice template. Lo Value Enter the low value in a range of values. Two sets of this field is available on the practice template. Hi Value Enter the high value in a range of valu

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Template Data Sets Setup Template

The Health Promotion Plan template is packaged with BMI Plan, Depression Plan, and Hypertension Plan. You can also create a customized health promotion plans. Open NextGen® Enterprise EHR. Select File > System \ Practice Template.The Select Template window opens. Select the Practice tab. In Show, select All. Select Data Sets Setup. In the Data Set field, select Health Promotion Plan from the list. Select Add to open the Template Data Sets Setup template, and then select Add. Template Data Sets Setup Setting Up the Data Sets Fields The Data Sets Setup template contains many useful fields. Setting Up Diagnosis Categories in File Maintenance When you select a diagnosis, you can view diagnoses associated with the relevant diagnosis code. Create Custom Health Promotion Plans You can create a custom health promotion plan. Fields in Data Sets Setup to Customize Health Promotion Plan Template You can customize the health promotion plan template using the Data Sets Setup template. Create a Cust

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create Customized Health Promotion Plan

On the Data Sets Setup template, select Data Set and select Health Promotion Plan. The existing data set items associated with the Health Promotion Plan data set appear in the grid. Health Promotion Plan data set Select Add.The Template Data Sets Setup – [New Record] template opens. Template Data Sets Setup If applicable, select Diagnosis description to search and select a diagnosis.The associated diagnosis code automatically populates. If applicable, select Provider and select a provider. Enter the details in the necessary fields. Select Save, and then select Close.The newly configured data set item appears in the Data Sets Setup template. Note: To add another item, select Clear For Add in the Template Data Sets Setup – [New Record] template and repeat steps 1 and 2. Fields on the Health Promotion Plan Data Set View Run-Time Result of Creating Customized Health Promotion Plan Parent topic: Health Promotion Plan Data Set

Setting Up the Data Sets Fields

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Fields in Data Sets Setup to Customize Health Promotion Plan Template

Create Custom Health Promotion Plans

Create a Custom Plan

Fields on the Health Promotion Plan Data Set

Open the Template Data Sets Setup Template

Create Customized Health Promotion Plan

Setting Up the Data Sets Fields

Fields in Data Sets Setup to Customize Health Promotion Plan Template

Create Custom Health Promotion Plans

Create a Custom Plan

Fields on the Health Promotion Plan Data Set

Open the Template Data Sets Setup Template

Create Customized Health Promotion Plan