NextGen Knowledge Center

Open the My Custom Plan Template

Before you begin

Configure use of the My Custom Plan template.
Open the My Custom Plan template in one of the following ways:
  • In the navigation bar, click the Orders/Plan link.
    Orders/Plan link in navigation bar

  • link On the Intake and SOAP tabs, click the My Plan link.
    My Plan link on SOAP tab

  • On the SOAPtemplate, in the Assessment/Plan panel, click My Plan.
    My Plan option in Assessment/Plan section of SOAP template