NextGen Knowledge Center

Configure Management Items

  1. Access the Configure Medical, Surgical, Family Hx system template.
  2. Expand the Management Items panel.
  3. To configure the specialty-specific management items, click Specialty and select a specialty from the list.
  4. To configure the management items for a specific practice, click Practice and select the practice from the list. To clear the value from the Practice field and start over, click Clear.
  5. Select Sync Specialty and practice on all panels to synchronize the selected Specialty and Practice values on the following panels:
    • Past Medical History
    • Past Surgical History
    • Family History
  6. Click Management and select a management item from the list.
    The list includes the PMH Management items configured in the Conditions and Management Configuration panel.
  7. To configure management item for a specific gender, click Gender and select a gender from the list.
  8. Click Body system name and select a body system from the list to link to the management item.
  9. In Alternate caption on popup, enter an alternate caption for the management item that appears in run time in the list item of the Management field on the Manage Past Medical/Surgical History template, if required.
  10. In Alternate display name in the grid, enter an alternate label for the management item that appears in run time after you add the management item in the grid on the Past Medical History template, if required.
  11. To clear value from all the fields and start over, click Clear.
  12. Click Add.
    The management item appears in the grid.

    The configured management items appear in run time as the list items that open from the Management field on the Manage Past Medical/Surgical History template. The list of management items linked to a body system displays for the medical condition linked to the same body system.

    Manage Past Medical/Surgical History