Document the Treatment Plan on My Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Patient's Treatment Plan

The treatment plan for the patient can be documented on the My Plan or My Custom Plan template. The My Plan template appears within NextGen® Adaptive Content Engine by default and can be replaced with the My Custom Plan template based on the configuration in the Practice Configuration practice template. The My Custom Plan template can be customized to suit your practice's needs and is less select-intensive. For more information on the My Custom Plan template, go to NextGen Healthcare Success Community, and download the latest My Plan Template Set User Guide forNextGen®Adaptive Content Engine. Document a Treatment Plan You can document treatment plan for a patient. Document a Treatment Plan You can document treatment plan for a patient. My Plan Versus My Custom Plan to Create a Treatment Plan You can document a treatment plan that is personalized to suit your practice's specific needs. Parent topic: Add or Update Assessment Template Parent topic: Document Assessments and Plans

NextGen® Adaptive Content Engine Help Enterprise 8

My Plan Versus My Custom Plan to Create a Treatment Plan

You can document a treatment plan that is personalized to suit your practice's specific needs. The My Plan tab contains the My Custom Plan template that helps you configure as a grid for order sets, replacing the need to manually select a check box for each order to be placed. The individualized fields available on the original My Plan template require manual selection of every order needed for a particular diagnosis. The My Custom Plan template reduces the number of selects required for ordering while maintaining the process for managing order sets and provider plans. The My Custom Plan template uses a more streamlined user interface and takes a personalized approach to diagnosis-based order sets. In the customized template workflow, the individualized fields are uploaded to a grid in the Pending Orders section. The dynamic plan template provides the following advantages: Ability to manage all orders from the same template Ability to place unlimited number of orders for each order typ

NextGen® Adaptive Content Engine Help Enterprise 8

My Plan Sub-Navigational Link

The My Plan sub-navigational link opens the My Plan or My Custom Plan template to select an assessment and place the applicable orders associated with the diagnosis categories for the selected assessment. The template that opens in the My Plan tab out-of-the-box is the original template. Note: The My Plan tab can hold one of two templates: My Plan or My Custom Plan. My Plan - is packaged as the default template; recommended for those clients who wish to continue using the current My Plan template. This template will eventually be retired (date to be determined) and no enhancements are being applied to it. My Custom Plan – created to improve usability by reducing the number of clicks required for ordering while maintaining the functionality for Order Sets; recommended for clients who wish to take advantage of the significant modifications in the areas of Orders and Referrals. The My Custom Plan template is configured to open on the Practice Configuration practice template. The My Custom

NextGen® Adaptive Content Engine Help Enterprise 8

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. 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. 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. 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. Note: You can leave the Provider and Dept fields blank to create starter sets for all providers at your practice. If you save more than one starter set, the most recentl

NextGen® Adaptive Content Engine Help Enterprise 8

Add Assessments or Plans

Open NextGen® Enterprise EHR. Open the SOAP template. Click the Assessment/Plan panel. From the left pane, click an assessment category link. The diagnosis search window displays a list of diagnoses for the category selected. Select an appropriate diagnosis and then click Select. The diagnosis has been added to and displayed in the grid with the letter “D” and lines for A and P. Assessment/Plan Panel Click the A row in the grid for a diagnosis. The Assessment And Plan template opens. Assessment And Plan Template Note: Certain diagnosis requires you to choose a category before documenting the details. This allows the appropriate assessments that match the ICD-10 code to display. To enter an assessment or plan, do one of the following: Click Type an assessment below the Status field. Click Type a Plan below the Plan Type field. Note: To use phrases, click the My Phrases link and then select an option from the list. For more information, go to NextGen Healthcare Success Community, and dow

NextGen® Adaptive Content Engine Help Enterprise 8

Configuring Order Sets and Associated Picklists

You can configure the order sets and order set picklists using the Assessment Plan Customize practice template. The order sets shipped with NextGen® Adaptive Content Engine can be modified to meet the specific needs of a practice or provider. When you launch the My Plan or My Custom Plan template in runtime, a list of commonly ordered items for each type of order (such as labs, diagnostics, office procedures, and so on) displays on the template. Before an assessment or a diagnosis is selected, this list (order set) is loaded by default. Selecting a diagnosis in the grid holding today's assessments on the My Plan or My Custom Plan template, changes the order set based on your selection. Access Assessment Plan Customization Template Parent topic: Assessment Plan Customization

Document the Treatment Plan on My Plan

Recommendations

Patient's Treatment Plan

My Plan Versus My Custom Plan to Create a Treatment Plan

My Plan Sub-Navigational Link

Create a New Order Set

Add Assessments or Plans

Configuring Order Sets and Associated Picklists

Patient's Treatment Plan

My Plan Versus My Custom Plan to Create a Treatment Plan

My Plan Sub-Navigational Link

Create a New Order Set

Add Assessments or Plans

Configuring Order Sets and Associated Picklists