NextGen Knowledge Center

Record Plan Details

  1. On the BH - Psychopharm template, navigate to the Plan panel.
  2. Document the Diagnosis since the last visit by selecting from the following:
    • No change
    • Yes, CA update required
  3. Next to Rationale for changing medications, select Not indicated or enter an explanation in the associated field.
  4. Answer No or Yes to: Were Medications delivered today.
  5. Next to If Yes, for what duration select one of the following options:
    • Weekly
    • Monthly
    • Other
  6. Select No or Yes to indicate if there was a Prescription written.
  7. Document if the medication was Called into pharmacy.
  8. Next to Lab tests were ordered, select No or Yes.
  9. If Yes, enter available Results in the associated field
  10. Click the Review Labs link to open the Orders module and to view existing lab orders for this client.
  11. Document Instructions/comments/plan, as applicable.
  12. To schedule a follow up, click the Follow Up button to the right of Next Appointment.
    Follow-up/Disposition

    The Follow-up/Disposition template opens to document appointment details.