NextGen Knowledge Center

Enter an Order

  1. On the Intake template, expand the Orders panel.
  2. Click the View of All Orders link.
  3. Click Add.
    Depending on the setting selected on the Practice Configuration template, either the My Plan or My Custom Plan template opens.

  4. If required, add an assessment.
    The My Plan template is part of a group of templates that use the last assessment or diagnosis selected on any of the templates in the group as the working assessment. The system defaults to the current working assessment. You can select another assessment, which becomes the new working assessment that carries forward to the other templates in the group. The selected assessment appears in the Selected Dx field.
  5. If required, click the Assessments, My Plan, A/P Details, Labs, Diagnostics, Referrals, Office Procedures, and Review/Cosign Orders tabs to enter the appropriate information for each.
  6. To associate multiple diagnoses with orders for diagnostic tests (radiology studies or labs), click the Associate Diagnoses link to open the Associate Diagnoses template.
  7. To configure the task recipient to automatically send orders to as they are placed in run-time, click Quick Task.
  8. To process and include items in the Orders module, click Place Order.
  9. Click Save & Close.