Create a Personalized Orderable Item

You can create a personalized orderable guideline item for a patient.

1. Open NextGen® Enterprise EHR.
2. Select the Care Guidelines link on any of the main template.
   The Care Guidelines Paged View template opens.
3. Expand the Care Guidelines panel and select the Add Orderable link.
   The Personalized Reminder/Orderables template opens.
4. In the Guideline field, select a test from a DB picklist of orderable guideline tests that are associated with a guideline on the Care Guidelines Setup practice template.
   

   Note: If the tests are not displayed in this list, you can set up a generic guideline condition or reason on the Care Guidelines Setup practice template as a place holder, to which you can associate the additional tests you want to see in this list. You must not activate or apply this generic test holder guideline to a patient, but it allows the tests associated with it to be included in this list.
   • The selected guideline test item appears in the Guideline field.
   • The standard default time interval configured for the guideline test item appears in the Interval field.
   • The standard values configured for Start age and Stop age appear in the corresponding Start age and Stop age fields.
   • The high risk values, if configured for Start age and Stop age, appear in the corresponding Start age and Stop age fields.

   Note: The settings are configured for the guideline on the Care Guidelines Setup practice template.
5. Select the Diagnosis field.
   The diagnosis search tool opens.
   1. Select a list to search in the left pane.
   2. Enter full or partial name of diagnosis in the Search field.
   3. Select Search.
      The results grid refreshes to display a list of assessments that include the searched item.
   4. Select a row in the results grid.
      

6. Select the Interval field and select an interval in Weeks, Months, or Years from the selection window.
   

7. Select the Start age field on the left and select the age in Weeks, Months, or Years from the selection window when the guideline exam or test should perform and follow.
   • If the patient’s age is less than the start age, the guideline exam or test appears as due in black font, even if the due date is far into the future.
   • If no start age is set, the guideline exam or test is followed and appears as due in red font for all patients regardless of age.
     

8. In the Current section, select the Stop age field, and select the age in Weeks, Months, or Years at which the guideline exam test should stop to follow.
   • If the patient’s age reaches the stop age, the guideline exam or test is not followed and does not appear as due.
   • If no stop age is set, the guideline or test continues to be followed and to appear as due for all patients regardless of age.
9. To configure values for high risk settings for Interval, Start age, and Stop age on the Care Guidelines Setup practice template in the High risk settings section, do the following:
   • Select the Start age field on the right and select the age in Weeks, Months, or Years from the selection window when the guideline exam or test should start to perform or follow.
   • Select the Stop age field on the right and select the age in Weeks, Months, or Years at which the guideline exam or test should stop to follow.
10. To clear out the fields above the Personalized Guidelines grid, select Clear.
11. Select Add to add your personalized orderable test to the grid.
    The test appears in the grid.
12. Select Save & Close.
    • The guideline Personalized appears in the left pane in Patient’s guidelines.
    • A badge displays the number of personalized orderable items you are following for the patient. That number matches the number of items displayed in the grid on the Personalized Reminder/Orderable template.
      

    • The personalized orderable item appears in the Care Guidelines panel, as part of the Personalized guideline.