NextGen Knowledge Center

Enter an Order

You can enter and place an order from the My Plan or My Custom Plan template.

  1. Open NextGen® Enterprise EHR.
  2. Open the Intake template.
  3. In the Orders panel, select Add Orders.
    Based on the setting done on the Practice Configuration template, the My Plan or My Custom Plan template opens.
    My Custom Plan

  4. If you need an assessment to place the order, then 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 is carried forward to other templates in the group. The selected assessment appears in the Selected Dx field.
  5. In the Assessments, My Plan, A/P Details, Labs, Diagnostics, Referrals, Office Procedures, and Review/Cosign Orders tabs, enter the appropriate information for each.
  6. To open the CQM - Studies for Low Back Pain information template, select the Quality button on the Diagnostics template.
  7. To associate multiple diagnoses with orders, select the Associate Diagnoses link.
  8. To configure the task recipient to automatically send orders to as they are placed in run-time, select Quick Task.
  9. To process and include items in the Orders module, select Place Order.

    For detailed information on running SAP® Crystal Reports® in NextGen® Enterprise EHR, go to NextGen Healthcare Success Community, and download the latest Reports Server User Guide forNextGen®Enterprise.

    For detailed information on mapping NDCs, go to NextGen Healthcare Success Community, and download the latest File Maintenance Libraries Guide forNextGen®Enterprise.

  10. Select Save & Close.