My Plan Sub-Navigational Link

NextGen® Adaptive Content Engine Help Enterprise 8

Documenting Test Date for Scheduled Orders

If you change the Status of the order to Scheduled, document the following fields to indicate the test date: Click Scheduled date and select the scheduled date of the test from the calendar. Click Hour and select the hour from the list. The Minutes list opens. Select the minutes from the list. Select the AM or PM option to indicate the correct period of day. Scheduled date Click Action/comment and select an option from the list. If the options are not appropriate for selection, then click the top-blank row in the list and enter the appropriate value in the Action/comment field. Click Save. The order details appear in the grid in the Order status detail/actions grid, and upload the information to the Orders panel. Parent topic: Manage Orders

NextGen® Adaptive Content Engine Help Enterprise 8

Manage Orders

The Order Management template enables you to document the order result, add any additional information, and change the status of the orders. Click the Order Management sub-navigational link to open the Order Management template. A list of all the orders documented for the patient appears in the grid. Select an order to be updated. The details of the selected order appear in the respective fields in the Manage Selected Orders section. Click Edit to open the All Order Management template. All Order Management Enter the appropriate order details in the applicable section(s). After making any necessary changes in the Result/report section, click Update. All Order Management Click Save and then click Close to return to the Order Management template. Highlight the order again. The updated details display in the Manage selected order section. In the Manage selected order section, if applicable, click the Status (step) field and select the appropriate status from the list. Note: On the Order M

NextGen® Adaptive Content Engine Help Enterprise 8

Links for My Custom Plan

The following links are available at the top of the My Custom Plan template: Link Description Health Promotion Plan Document a body mass index (BMI), Depression or Hypertension plan; Pain Management; and/or a Fall Risk. You can also access Screening Tools and Follow-Up Plans of Care from the template. For more information on the Health Promotion Plan template, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Counseling Details Open a template to document various types, methods and evaluation information and related counseling or educational factors. Records Request Enter provider demographic information on this template and, if required, you can send a task. Note: The font color of the link turns from blue to purple when additional information is documented on the template associated with the link. Parent topic: My Custom Plan Functionality

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

Document the Treatment Plan on My Plan

The treatment plan for the patient can be documented on the My Plan (PT) template that enables providers to place multiple orders from a single template. The My Plan (PT) template is based on order sets for diagnosis categories that can be modified and managed by clients using practice templates. The My Plan (PT) template appears within NextGen® Adaptive Content Engine by default and can be easily replaced with the My Custom Plan template after a simple configuration in the Practice Configuration practice template. The My Custom Plan template can be personalized to suit your practice's specific needs and is less click-intensive. For detailed information on the My Plan and the My Custom Plan template, go to NextGen Healthcare Success Community and download the latest My Plan Template Set User Guide for NextGen® Adaptive Content Engine. In the Assessment/Plan panel, click the Add/Update button below the Assessments/Plan grid to open the My Plan (PT) template. My Plan (PT) Select the asse

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

My Plan Sub-Navigational Link

Recommendations

Documenting Test Date for Scheduled Orders

Manage Orders

Links for My Custom Plan

Patient's Treatment Plan

Document the Treatment Plan on My Plan

My Plan Versus My Custom Plan to Create a Treatment Plan

Documenting Test Date for Scheduled Orders

Manage Orders

Links for My Custom Plan

Patient's Treatment Plan

Document the Treatment Plan on My Plan

My Plan Versus My Custom Plan to Create a Treatment Plan