Access Management Plan Setup Template

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Setup

The Management Plan Setup practice template is designed to add detailed office follow up plans configured by the practice administration. The plans are then applied by providers to the individual patient charts either on chart review, or at the point of patient care. These configured plans also display in the Create new management plan panel in the Management Plans template. The Management Plan Setup template consists of three panels: Management Plan Configuration Modify Management Plan Categories and Statuses Letter Generator Categories may need to be set up in the Modify Management Plan Categories and Statuses panel. After adding the categories, you can configure a management plan in the Management Plan Configuration panel. Access Management Plan Setup Template Modify Management Plan Categories and Statuses You can add categories in the Modify Management Plan Categories and Statuses panel on the Management Plan Setup template. Configure Management Plans You can configure the manageme

NextGen® Adaptive Content Engine Help Enterprise 8

Communication Using the System/Practice Templates

The Management Plan Setup and Management Plan Reporting practice templates are used for communication with the patients about abnormal findings and their follow-up. Open the Management Plan Setup Practice Template You can add detailed office follow-up plans for a patient. Modify Management Plan Categories and Statuses You can add categories in the Modify Management Plan Categories and Statuses panel on the Management Plan Setup template. Configure Letters You can add details of different type of letters. Parent topic: Basic Configurations

NextGen® Adaptive Content Engine Help Enterprise 8

Access Configuration Options for My Custom Plan

From the File menu, select System/Practice Templates. The Select Template window opens. Click the Practice tab. Under Show, select All. Search for and double-click My Custom Plan Setup. Parent topic: Configuration Options for My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Access Management Plan Reporting Template

A practice can customize the content that appears in NextGen® Adaptive Content Engine. This section provides access instructions for the Management Plan Reporting practice template. Log on to NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, click the All option. A list of system templates displays in the Practice tab. Double-click Management Plan Reporting to access the Management Plan Reporting template. Parent topic: Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Setup Practice Template

You can use the Management Plan Setup practice template to view the instructions for managing management plans. Configure Management Plans in the Management Plan Setup Practice Template Parent topic: System and Practice Templates Related concepts Configure Management Plans in the Management Plan Setup Practice Template Management Plan Setup

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Reporting Practice Template

You can use the Management Plan Reporting template to manage individual patient records related to management plans. Configure Reports in the Management Plan Reporting Practice Template Access Management Plan Reporting Template Management Plan Reporting Parent topic: System and Practice Templates Related concepts Configure Reports in the Management Plan Reporting Practice Template Management Plan Reporting

Access Management Plan Setup Template

Recommendations

Management Plan Setup

Communication Using the System/Practice Templates

Access Configuration Options for My Custom Plan

Access Management Plan Reporting Template

Management Plan Setup Practice Template

Management Plan Reporting Practice Template

Management Plan Setup

Communication Using the System/Practice Templates

Access Configuration Options for My Custom Plan

Access Management Plan Reporting Template

Management Plan Setup Practice Template

Management Plan Reporting Practice Template