General Comments for Plan Types

Template	Panel	Grid
ASC Intake	Orders	Orders
Checkout	Today’s Orders	Orders
Intake	Orders	Orders
My Custom Plan	My Plan	Pending Orders
Order Management	Order Management	Orders

NextGen® Adaptive Content Engine Help Enterprise 8

Plan Types

Individual orders are grouped into plan types that appear in the Order Options section of the My Custom Plan template. The plan type for Order Set appears in the Order Options section on the My Custom Plan template. Upon selection, all of the orders from every plan type appear, making it possible for any order in the Order Set type to be moved to the Pending Orders grid with one click or for individual orders to be entered on row select. A Disposition field and the option to mark it as Refused are available at the bottom of the My Plan panel for easier access. In previous versions of the My Custom Plan template, disposition was available as a plan type. Pending Orders Note: You can manage the Lab and Diagnostics plan types in the NextGen Compendium. You can maintain the Office Medications, Office Procedures, Office Supplies, and Office Labs plan types in the Service Item Categories in File Maintenance. Choose a Plan Type Search for Providers on a Plan Type General Comments for Plan Typ

NextGen® Adaptive Content Engine Help Enterprise 8

Document the Patient Pre-Procedure Prep Details

Click Prep Type and select an appropriate prep type from the list. If the options are not appropriate for selection, double-click the top blank row in the list and enter the prep type in the Prep Type field. Enter any Comments on the pre-procedure prep given to the patient. You can use the My Phrases link at the top-right of the Comments field to add comments. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. The Clear button clears the data from the fields. To sort the phrases in the list, select the Summary or Phrase option and then click the My Phrases link. Click Add. The data appears in the grid. Parent topic: Patient Prep Panel on the ASC - Scheduling Questions Template

NextGen® Adaptive Content Engine Help Enterprise 8

View Lab and Diagnostic Orders

Open the Lab and Diagnostic Review template. Lab and Diagnostic Review template In the Lab and Diagnostic Orders section, select the order type. The available orders for the selected order type appear in the grid. If you select All Orders, the details of each order appear in the grid. For more information on adding lab orders, office services, and diagnostics, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Parent topic: Access Lab and Diagnostic Review Related tasks Access Lab and Diagnostic Review

NextGen® Adaptive Content Engine Help Enterprise 8

Add Comments on the ASC Documentation Log Entries

Comments can be added to entries documented on the ASC Documentation Log template. To add comments for an entry type, click Add/Edit Comments to open the Documentation Log Comments template. Select the desired row in the grid. Enter any additional comments in the Comments field and click Update. The comments appear under the Comments column in the grid. You can use the My Phrases link at the top-right of the Comments field to add comments in the Comments field. The My Phrases/ Common Phrases link allows you to create a phrase that displays in the list launched from the My Phrases link. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Documentation Log Comments To remove a comment documented for an entry type, select a row in the grid and click Remove. To modify the documented comment, select a row in the grid and make relevant edits

NextGen® Adaptive Content Engine Help Enterprise 8

Add Orders on the Order Management Template

You can add orders from the Order Management template. Open NextGen® Enterprise EHR. On the Home Page template, select the Order Management link. The Order Management template opens. Order Management If orders are not available in the grid, select Add. The My Plan template opens. Note: If you select the Launch My Custom Plan (ord_my_custom_plan) check box on the Practice Configuration practice template, the My Custom Plan template opens. 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. If necessary, select an assessment in the Today's Assessment grid. 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 tha

NextGen® Adaptive Content Engine Help Enterprise 8

Add a Patient Prep

Click Prep type and select the pre-procedure prep type given to the patient. To manually enter the prep name, click the Prep type field and select the top-blank row in the list. If the list options are not appropriate for selection, click the top-blank row in the list and enter the prep name manually in the Prep type field. For Prep completion, select the status of the prep. Select Last solid intake date. To enter the Last solid intake time, do one of the following: Click the Last solid intake time field and enter the time. Click the clock to add the current system time. Click Last liquid intake date to select a date. To enter Last liquid intake time click the clock to add the current system time in the Last liquid intake time field. Click Prep results and select the appropriate result after patient prep. To enter additional information on the patient prep, click Comments. You can use the My Phrases link at the top-right of the Comments field to add comments in the Comments field. For

General Comments for Plan Types

Recommendations

Plan Types

Document the Patient Pre-Procedure Prep Details

View Lab and Diagnostic Orders

Add Comments on the ASC Documentation Log Entries

Add Orders on the Order Management Template

Add a Patient Prep

Plan Types

Document the Patient Pre-Procedure Prep Details

View Lab and Diagnostic Orders

Add Comments on the ASC Documentation Log Entries

Add Orders on the Order Management Template

Add a Patient Prep