NextGen Knowledge Center

Automatically Complete Office Procedure or Instruction Orders

Clicking Place Order on My Custom Plan with the Set Order Status to Complete option turned on, automatically completes the order.
  1. On the My Custom Plan template, My Plan panel, highlight a diagnosis description row in the top grid.
  2. In the Order Options section, select the Office Procedures or Instructions plan type as appropriate and select a value from the grid.
  3. Select Set Order Status to Complete.
    My Plan

  4. Click Add to populate the entered values in the Pending Orders grid.
  5. Click Place Order to move the order(s) to the Manage Orders panel.
    Notice that any Office Procedure or Instruction orders have a Status of completed in the Orders grid.
    My Plan