Document Anticipatory Guidance

You can document the anticipatory guidance details of a well child in the Peds Plan template.

1. Open the Pediatric SOAP template.
2. In the Assessment/Plan panel, click Anticipatory Guidance .
   The Peds Plan template opens based on the age of the patient.

   The Well Child Age field displays the well child age of the patient by default. You can change Well Child Age to previous or any older age group for the patients who have not visited the office for some time.

   

   The Description field in the Assessment section displays the default text for a routine child health exam.

3. To change the diagnosis, click Description to open the diagnosis search window and select the assessment.
   The selected diagnosis and the associated code appear in the Description field and Code field, respectively.
4. To document screening orders, do one of the following:
   • To enter a previously saved default set, click the Quick Load button.
   • In the Universal Screening Orders and Selective Screening Orders sections, select the required screening order check boxes.
   The Last Done Date field displays the date if the line item was previously completed for the patient.

   After you complete an order, the date changes to that of the current encounter.

5. If you do not apply the Quick Load functionality, select the desired check boxes in the Anticipatory Guidance section.
   The groupings and selections available in the template are based on the Well Child Age value. You can configure Practice level selections in the Peds Anticipatory Guidance Setup template. All documented selections appear in the Anticipatory Guidance grid where you can review the entries and remove any unnecessary rows.
6. To select materials from Bright Futures Fourth Edition, click Patient Education.
   Note: Use the Patient Education browser to print, save to encounter, or send a handout to the portal. The Bright Future Fourth Edition PDFs must be pulled in from the Patient Education Documents folder along with the mapping file packaged with the latest upgrade build. Import the PDFs and mapping file using the Custom Patient Education utility. For more information on using the Patient Education browser and Custom utility, go to NextGen Healthcare Success Community and download the latest Patient Education Resources Guide for NextGen® Enterprise EHR.
7. To move the selections to the Orders module, click Place Order.
   The documented items appear in the Today's Orders panel.

   You can make any changes before processing the orders using Edit or Remove as appropriate.

   

8. If enabled, click the Lab/Radiology Order Processing link.
   For more information on how to use the Process and Submit Lab/Radiology Orders template, go to NextGen Healthcare Success Community and download the latest My Plan Template Set User Guide forNextGen®Adaptive Content Engine.
9. In the Comments panel, do one of the following:
   • Type any additional information about the treatment plan.
   • Click My Phrases to select pre-existing entries.
10. To save the documented values as the default set for future use, click Quick Save, and then type a name for the default set and click Save & Close.
    Quick Save saves all data fields, check boxes, options, and associated HPI settings under a unique name documented on the Pediatric SOAP template. You must edit the details for the individual patient while using the quick note. For more information on the Quick Save template, go to NextGen Healthcare Success Community and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine.
11. Close the Peds Plan template.
    The order details appear on the grid of the Assessment / Plan panel and on a generated Master or Patient Plan document.