Configuring Preferences for Assessments

NextGen® Adaptive Content Engine Help Enterprise 8

Bypassing the Add/Update Button When Entering Assessments

Practice Preferences Selecting Add Assessments on 1 click enables you to include the selected diagnosis description and code to the Today's Assessment grid without having to click Add/Update: If the practice setting default is set to Add Assessments on 1 click, upon opening the template, the check box is automatically selected by default and the one-click functionality is active. If the practice setting is not turned on, the check box is not selected upon opening the Add or Update Assessment template. After the Add or Update Assessment template opens, any changes to the selection of the Add Assessments on 1 click check box remains until it is either manually changed again or a new encounter is opened. Opening another encounter reverts the setting back to the practice-level configuration. Parent topic: Configuring Preferences for Assessments

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Practice Configuration Template

Click the File menu and select System \ Practice Template. On the Select Template window, click the Practice tab. In the Show section, click All to see a complete list of practice templates. To access the Practice Configuration template, do one of the following: Double-click Practice Configuration. Select Practice Configuration and click OK. The Practice Configuration template opens. Practice Configuration Parent topic: Configuring Preferences for Assessments

NextGen® Adaptive Content Engine Help Enterprise 8

Entering and Modifying Treatment Plans

The template that displays in the My Plan tab as part of the shipped product is the original My Plan template. My Plan Your practice can opt to use the My Custom Plan template instead. My Custom Plan My Plan vs. My Custom Plan to Create a Treatment Plan Patient Education Configuration Options for My Custom Plan Clinical References Configure AUC Scores You must configure settings in File Maintenance and on the Practice Configuration practice template to use the AUC score wizard. My Custom Plan Functionality Enter and View Diagnoses on My Custom Plan Filter Pending Orders Appropriate Use Criteria (AUC) Validation on an Advanced Imaging Order Remove an Order from My Custom Plan Order Timeframes and Where They Apply Parent topic: My Plan Template Related tasks Set My Custom Plan as the Practice Default

NextGen® Adaptive Content Engine Help Enterprise 8

Assessment/Plan Panel on the ASC - Physician Procedure Template

The system is packaged with the following links that are part of My Plan template set: Assessments: Enables you to document an assessment and address the needs of both ICD-10 coding and 5010 standards My Plan: Enables you to document treatment plans. My Plan can be set to use the My Plan or My Custom Plan template; My Custom Plan includes the ability to: Save the associated AUC information if an advanced imaging order meets the Appropriate Use Criteria (AUC). Hold order processing and a robust Ask at Order Entry feature. For more information about the My Custom Plan template, go to NextGen Healthcare Success Community, and download the latest My Plan Template Set User Guide forNextGen®Adaptive Content Engine. A/P Details : Enables you to document postoperative concerns and follow-up details. In addition, you can enter any pertinent comments, differential diagnoses, plan, or provider details. Labs: Enables you to document lab orders. Diagnostics: Enables you to document diagnostic order

NextGen® Adaptive Content Engine Help Enterprise 8

Configuration Options for My Custom Plan

Several configuration options are available on the following system and practice templates and in File Maintenance and System Administrator to customize how My Custom Plan works in your database: System and practice templates: Assessment Plan Customization practice template Practice Configuration practice template My Custom Plan Setup practice template NGUtility Migrate Order Sets system template File Maintenance: Practice Master File, Practice Preferences Provider Master File System Administrator: Group Rights for Orders in Medical Records Set My Custom Plan as the Practice Default Set Practice Defaults for Processing Orders Set Category as a Required Field for Quick Task Functionality Set a Timeframe for Users to Edit an Order Set Access Permissions for Managing Orders Access Configuration Options for My Custom Plan Set Orders to Automatically Move to Pending Orders on Row Select Set Up Required Referral and Follow-up Plan Fields View Order Set Components Enabling Order Set Creation

NextGen® Adaptive Content Engine Help Enterprise 8

Enter and View Diagnoses on My Custom Plan

Orders can only be created after an assessment is designated for the encounter. On the My Custom Plan template, My Plan panel, do one of the following actions: Next to Diagnosis Selection, select the desired search option (Today's Assessments or Clinical Problems) to highlight the assessment in the grid. Click the Dx Search link to open the diagnosis search window. Search for and highlight the correct diagnosis. Click Select to return to My Custom Plan. Click Add/Edit Assessment or Add/Edit Problems below the grid (depending on the search option selected) to add as many assessments and/or clinical problems as is required. Click Save & Close to return to My Custom Plan. Note: There are five diagnoses or four clinical problems immediately visible in the grid with the option to scroll down to view all of the entered data. The assessments can be sorted on the Add or Update Assessment template (Assessments tab in the My Plan tabbed template set). After a new order is created, the diagnosis

Configuring Preferences for Assessments

Recommendations

Bypassing the Add/Update Button When Entering Assessments

Access the Practice Configuration Template

Entering and Modifying Treatment Plans

Assessment/Plan Panel on the ASC - Physician Procedure Template

Configuration Options for My Custom Plan

Enter and View Diagnoses on My Custom Plan

Bypassing the Add/Update Button When Entering Assessments

Access the Practice Configuration Template

Entering and Modifying Treatment Plans

Assessment/Plan Panel on the ASC - Physician Procedure Template

Configuration Options for My Custom Plan

Enter and View Diagnoses on My Custom Plan