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Create Customized Health Promotion Plan

  1. On the Data Sets Setup template, click Data Set and select Health Promotion Plan.
    The existing data set items associated with the Health Promotion Plan data set appear in the grid.
    Health Promotion Plan data set

  2. Click Add.
    The Template Data Sets Setup – [New Record] template opens.
    Template Data Sets Setup

  3. If applicable, click Diagnosis description to search and select a diagnosis.
    The associated diagnosis code automatically populates.
  4. If applicable, click Provider and select a provider.
  5. Enter the details in the necessary fields.
  6. Click Save, and then click Close.
    The newly configured data set item appears in the Data Sets Setup template.