NextGen Knowledge Center

Add Assessments or Plans

  1. Open NextGen® Enterprise EHR.
  2. Open the SOAP template.
  3. Click the Assessment/Plan panel.
  4. From the left pane, click an assessment category link.
    The diagnosis search window displays a list of diagnoses for the category selected.
  5. Select an appropriate diagnosis and then click Select.
    The diagnosis has been added to and displayed in the grid with the letter “D” and lines for A and P.
    Assessment/Plan Panel

  6. Click the A row in the grid for a diagnosis.
    The Assessment And Plan template opens.
    Assessment And Plan Template

  7. To enter an assessment or plan, do one of the following:
    • Click Type an assessment below the Status field.
    • Click Type a Plan below the Plan Type field.
  8. Click the desired items listed in the Status column on the left.
    The Assessment field on the bottom left of the template displays the details of the selected assessment.
    Assessment field

  9. Document a plan by clicking on an item listed in the Plan Type column.
    The Plan column are updated to display a list of plan items for the selected plan type.
    Assessment Field with Details

    Click the Exclusions link if you want to document exclusions for medical, patient, and system for patients whom a referral to Cardiac Rehabilitation is not given for the Cardiology specialty.

  10. Click the desired items listed in the Plan column on the right.
    Plan Column

    The Plan field on the bottom right of the template displays the plan details.

    After selecting a plan detail item, the Plan column changes to display a Choice list.

    Plan Column with Choice List

  11. Click on one or more items in the Choice column as appropriate.
    Then plan and choices selected are displayed in the large Plan text field on the bottom right of the template.
  12. Document the plan by selecting the next Plan Type. Follow the same process if necessary.
  13. Click Accept.
    Card_planToOrderItems table