NextGen Knowledge Center

Remove a Clinical Reference from Provider's Custom Plan

  1. On the Assessment Plan Customization template, Order Sets (My Plan/Custom Plan) section, double-click the grid row for item holding the reference to be deleted (has a chain link icon).
  2. Filter Order type as needed to find the order with the reference to be removed.
  3. Do one of the following options:
    • To remove every reference for that order type, select Clear All.
    • To remove a single reference, select Clear to the right of that row.
  4. Select Save & Close to return to the Provider's Custom Plan template.
  5. Select Save, and then Close to return to the Assessment Plan Customization template.