Add Clinical References to the My Custom Plan Setup
- From the NextGen® Enterprise top toolbar, select the File menu and double-click System/Practice Template.
The Select Template window opens.
- On the Practice tab, under Show, select All.
- Scroll down to double-click My Custom Plan Setup.
- On the Order Set Configuration panel, do one of the following:
- Highlight an Order Set from the grid to update.
- In the Order Set Name field, click and then click the top, blank row to free text an entry in the field.
- In the Diagnosis Group field, click to choose a value from the list.
- Click the Dept. and Provider fields to select an item from the resulting list.
- Click the Class field to choose an order type from the list.
- In the Order field, click to select a value.
- Free text in the Reference field.
Note: The Developer, Funding Source, and Reference Updated fields are used to support clinical decisions. The Developer and Funding Source fields can be filled with the developer and funding source names respectively. When a new reference is added, Reference Updated automatically populates with the current date.
- Click Add.
The Order Set Save Attempt window opens letting you know if the attempt was successful or not.
- Click OK.
The grid displays the row item with a Y in the Ref column to indicate that there is an associated reference. You must scroll to the right to view the column.
Related reference