Configure Management Plans in the Management Plan Setup 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 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

Managing Practice Configurations

The Practice Configuration template is the central location for configuring settings for the NextGen® Adaptive Content Engine templates of different specialties. You can configure settings for specific specialties or for all specialties. You can set default options and configure certain features in the run-time templates. Open the Practice Configuration Template Parent topic: Practice Configuration

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Management Plan Setup Practice Template

The practice administration configures the detailed office follow-up plans using the Management Plan Setup practice template. The plans are then applied by providers to the individual patient charts on chart review or at the point of patient care. The configured plans also appear in the Create new management plan panel on the Management Plans template. Open 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 appears in the Practice tab. Double-click Management Plan Setup. The Management Plan Setup template opens. You can set up the categories 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. Configure Management Plans You can configure the management plans and then enter the plan actions or the type of communication and time interval for

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

Configuring the Data Sets

You can configure the data sets associated with the workflows in NextGen® Adaptive Content Engine in the Data Sets Setup practice template. The data sets can be configured as required by the practice. Parent topic: Data Sets Setup Practice Template

Configure Management Plans in the Management Plan Setup Practice Template

Recommendations

Management Plan Setup Practice Template

Management Plan Setup

Managing Practice Configurations

Open the Management Plan Setup Practice Template

Access Management Plan Reporting Template

Configuring the Data Sets

Management Plan Setup Practice Template

Management Plan Setup

Managing Practice Configurations

Open the Management Plan Setup Practice Template

Access Management Plan Reporting Template

Configuring the Data Sets