Create a Custom Plan
- Open the Data Sets Setup practice template.
- Click the Data Set field.
- Select Health Promotion Plan from the list.
- Click Add to open the Template Data Sets Setup template.
- Enter a label for the kind of plan you want in the Plan Type field.
- Enter a disease category set up in File Maintenance in the File Maint. Dx Category field.
- Enter a label in the Label for Value field for the fields you want to search.
- Select the data tables and data fields that you want to retrieve values from.
- Enter low and high values in the Lo Value and Hi Value fields.
- Enter the type of units to display in the Units Value field.
- Select up to 10 custom lists in the Other DBPicklist Name fields.