NextGen Knowledge Center

Create a New Order Set

The My Plan templates display all order sets that are available in the system, including those that are shipped with NextGen® Adaptive Content Engine. The order sets can be based on a diagnosis group, provider, or specialty (department).

To manage clinical references, configure categories for order types or the master picklist, refer to the indicated link.

  1. On the Assessment Plan Customization template, choose a Display option to filter the grid under the Order Sets (My Plan/Custom Plan) section by the Current provider or All providers.
  2. In the grid under the Order Sets (My Plan/Custom Plan) section, right-click and select Add New.

    The Provider's Custom Plan template opens.
  3. Depending on how you want to set up the order set, click the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list.

  4. In the Lab Tests, Diagnostics, Office Medications, Office Procedures, Office Supplies, or Office Labs sections, click the first available field to add the item to be included in the order set for that order type.
  5. Under Instructions, click the first available field to type a common instruction to be included in the order set.
  6. In the Additional Orders section, click the field to select an order type before clicking the numbered fields to select the associated order.

  7. To remove any selections that may have been entered in error, click the Clear button for that order type section.
  8. Click Save, and then click Close.
    The newly added data appears in the grid.
  9. In the Order Sets (My Plan / Custom Plan) section, click Save & Close.