Fields for My Custom Plan
The following fields/options are available at the top of the My Custom Plan template:
| Fields/Options | Description |
|---|---|
| Diagnosis Selection | By Today's Assessment, Clinical Problems, or Dx Search |
| Ordering Assessment | Displays the selected diagnosis label |
| Diagnosis Group | Populates with the group that includes the selected diagnosis |
| Order Set | Displays the Order Set based on the selected diagnosis |
| Pregnant | With selectable options for female patients only |
| Insurance | Designations for the client's Insurance |
| Policy # | Designations for the client's Policy # |
| Lab Vendor, Radiology Vendor, Billing Type, Priority | Fields that display a default lab or radiology vendor and launch a picklist with a preferred vendor list - the preferred vendor functionality is tied to the Bypass Order Module Processing option, which enables providers to skip the order processing template for lab and diagnostic orders |
| Order Options | A grid to list the order details based on the selected Diagnosis Group and Order Set: Left pane contains links for the plan types to allow the easy order of items not currently associated with the predefined order set A Referrals plan type with the ability to easily add multiple referrals A search field to find an order from the full list of order details in the grid for an Plan Type Additional fields for specific plan types to easily update the Side, Site, Position, Status, Location, Provider, Appointment date, and so on |
| Pending Orders | Lists the orders on hold in a grid format: Includes a column for Ask at Order Entry (AOE) questions associated with a vendor and a button to launch a template to easily document AOE If enabled at the practice level, users have the ability to create an order set in run time |