NextGen Knowledge Center

Create a Practice-Specific List of Vendors

The following workflows result from the configuration of a practice preference for a performing entity:
  • When no performing entity is selected as the default, the full list of vendors appears in the picklist on My Custom Plan, including To Be Determined, which defaults automatically in the Preferred Performing Entity field. You can manually change the selection on the My Custom Plan template.
  • When more than one vendor is in the selected performing entity list for labs or diagnostics, the picklist on My Custom Plan only lists the selected performing entities. The Vendorfield defaults to the preferred vendor.

A list of vendors can be configured in the Practices Master File to use when processing orders from the My Custom Plan template.

  1. Log into the File Maintenance application.
  2. Under Master Files > System, click EHR.
  3. Under EHR Master Files - System, click Practices.
    The Practices List window opens.
  4. Double-click the desired practice name in the list.
  5. At the bottom of the Modify Practice Information window, click Preferences.
    The Practice Preferences window launches.
  6. Select Orders Module from the Preference List.
  7. On the Lab/Rad tab, in either the Lab or Radiology section of the window, click Open Menu to enter the Performing Entities into the Included field.
    Practice Preferences

  8. Click OK on each window to return to the Practices List window.
  9. Click Close to save the preferred vendors list.