Plan Types

NextGen® Adaptive Content Engine Help Enterprise 8

Pending Orders with Bypass Order Module Processing On or Off

With the Bypass Order Module Processing option turned on, orders added from the Order Options section appear in a grid for Pending Orders. When you place an order, the item is sent to the Orders table and appears in other order grids throughout the Framework templates. With the option to Bypass Order Module Processing turned off, you can update pending orders as follows: If all of the items in the order set for the selected diagnosis are intended to be ordered, you can select Place Order to update the grid for Pending Orders and the Orders module. When no order set is available for the diagnosis code, a Plan Type and details can be selected from a full list in the Order Options section. The orders are selected individually and added to Pending Orders section. The process is repeated until all orders are in the Pending Orders list for the selected diagnosis code. You can use the On Row Select, Add to Pending Orders option to expedite the ordering process. The On Row Select: Add to Pendi

NextGen® Adaptive Content Engine Help Enterprise 8

Add Order Sets on Row Select

On the My Custom Plan template, use the Diagnosis Selection options to enter an ordering assessment. If not already mapped, click Mapping Required to select a Diagnosis Group. To enter a new Order Set: Select the On Row Select: Add to Pending Orders check box. Choose orders from the Order Options selections. In the Create Order Set field, enter a new name for the set. To set the order set as a default for the selected diagnosis group, select Set As Default For Dx Group. Click Save. Click Yes in the resulting Warning window and then click OK. Note: The system does not duplicate names for an Order Set associated with a single provider. Order sets can also be created and managed in the My Custom Plan Setup template. The selected values appear in the grid for Pending Orders. Answer any Ask at Order Entry (AOE) questions that appear. Click Place Order. The processed orders appear in the Orders grid on the Manage Orders panel. Parent topic: Enter and View Diagnoses on My Custom Plan Related

NextGen® Adaptive Content Engine Help Enterprise 8

Delete an Incorrect Order from an Order Set

On the My Custom Plan template, highlight the diagnosis. In the Order Options section, choose the Order Set from the Plan Type pane. Select On Row Select: Remove from Pending Orders. Do one of the following in the Pending Orders section: Click the appropriate order row in the grid to delete it from the set before selecting Place Order. Click Remove All. Click Yes in the resulting Warning window to delete all of the existing orders. Parent topic: Enter and View Diagnoses on My Custom Plan Related tasks Open the My Custom Plan Template

NextGen® Adaptive Content Engine Help Enterprise 8

General Comments for Plan Types

You can enter additional information in the General Comments field when you select the following plan types: Lab Orders Diagnostics Office Medications Office Procedures Office Supplies Office Labs Referrals Follow-up The General Comments field includes My Phrases/Common Phrases links. 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 entered comments are automatically uploaded to the following templates upon selection of Place Order: 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 Parent topic: Plan Types

NextGen® Adaptive Content Engine Help Enterprise 8

Choose a Plan Type

Open the My Custom Plan template. On the My Plan panel, highlight a diagnosis description in the top grid. In the Order Options section, select a Plan Type from the list. My Plan Depending on the plan type selected, you are presented with different selections in the Order Options section to build the order. My Plan Parent topic: Plan Types Related tasks Open the My Custom Plan Template

NextGen® Adaptive Content Engine Help Enterprise 8

Set Orders to Automatically Move to Pending Orders on Row Select

On My Custom Plan Setup template, General Configuration panel, select Add on Row Select. My Plan Config When Add on Row Select is turned on here, the following plan types on the My Custom Plan template automatically populate to Pending Orders when you select a row: Lab Orders Diagnostics Office Medications Office Procedures Office Supplies Office Labs Instructions Referrals Guidelines Click Save in the NextGen® Enterprise top toolbar. Parent topic: Configuration Options for My Custom Plan Related tasks Access Configuration Options for My Custom Plan

Plan Types

Recommendations

Pending Orders with Bypass Order Module Processing On or Off

Add Order Sets on Row Select

Delete an Incorrect Order from an Order Set

General Comments for Plan Types

Choose a Plan Type

Set Orders to Automatically Move to Pending Orders on Row Select

Pending Orders with Bypass Order Module Processing On or Off

Add Order Sets on Row Select

Delete an Incorrect Order from an Order Set

General Comments for Plan Types

Choose a Plan Type

Set Orders to Automatically Move to Pending Orders on Row Select