Remove an Order from My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Configuration Options for My Custom Plan

Several configuration options are available on the following system and practice templates and in File Maintenance and System Administrator to customize how My Custom Plan works in your database: System and practice templates: Assessment Plan Customization practice template Practice Configuration practice template My Custom Plan Setup practice template NGUtility Migrate Order Sets system template File Maintenance: Practice Master File, Practice Preferences Provider Master File System Administrator: Group Rights for Orders in Medical Records Set My Custom Plan as the Practice Default Set Practice Defaults for Processing Orders Set Category as a Required Field for Quick Task Functionality Set a Timeframe for Users to Edit an Order Set Access Permissions for Managing Orders Access Configuration Options for My Custom Plan Set Orders to Automatically Move to Pending Orders on Row Select Set Up Required Referral and Follow-up Plan Fields View Order Set Components Enabling Order Set Creation

NextGen® Adaptive Content Engine Help Enterprise 8

Status of a Removed Order

The status of the removed order is changed to Deleted. Any orders with a Deleted status do not appear on the following templates, panels, and grids: Template Panel Grid Order Management Order Management Orders My Custom Plan My Plan Pending Orders Intake Orders Orders ASC Intake Orders Orders Checkout Today’s Orders Orders Parent topic: Remove an Order from My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Set Access Permissions for Managing Orders

The Rights to manage orders are set at the group level in the Medical Records assignments in System Administrator. Log into the System Administrator application with administrative (for example, Office Manager) credentials. Drill down to the group to be assigned permissions. Select the Rights tab. Expand the node for Modules and again for Medical Records. Select Orders. Orders Medical Records Access Rights in System Administrator Set the appropriate Access Rights. Click Save and then click Update. Go back to the NextGen® Enterprise application. Choose File > Logout. Log back into NextGen® Enterprise to activate the applied permissions. Parent topic: Configuration Options for My Custom Plan

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® Enterprise EHR Help

Set Up Rights for the Orders Module

To be able to use all of the features in the Orders module, settings in System Administrator have to be set. When set to Yes, it gives system users the rights to create and save orders and perform other functions through the Orders module. CAUTION: If users can access the Medical Records template with the Trend Results order control, they are able to view a patient’s test results. If your practice determines only certain users should be able to view a patient’s test results when they access the Medical Records template, you can set up the applicable Modules, Templates-Medical Records permissions in the System Administrator application. For more information about setting up permissions or template types that support Order Control fields, go to NextGen Healthcare Success Community and download the appropriate guide or guides. For set up permissions, download System Administrator Guide for NextGen Enterprise. For Orders Controls on Templates, information, download the Templates User Guide

NextGen® Adaptive Content Engine Help Enterprise 8

Manage Health Promotion Plans

You can update and delete the Health Promotion Plans of a patient. Open NextGen® Enterprise EHR. Open the Intake template. Expand the Vital Signs panel, and then select the Health Promotion Plan link. The Health Promotion Plan template opens. Expand the Health Promotion Plan panel. Select a plan in the Additional Plans or Today's Health Promotion Plan Order's grid. Note: The Additional Plans grid displays the plans that are documented without a diagnosis. The Today's Health Promotion Plan Order's grid displays the plans that are documented with a diagnosis. To update the plan, make the desired changes, and then select Update. To delete the plan, select Remove. Parent topic: Document Health Promotion Plans

Remove an Order from My Custom Plan

Recommendations

Configuration Options for My Custom Plan

Status of a Removed Order

Set Access Permissions for Managing Orders

Delete an Incorrect Order from an Order Set

Set Up Rights for the Orders Module

Manage Health Promotion Plans

Configuration Options for My Custom Plan

Status of a Removed Order

Set Access Permissions for Managing Orders

Delete an Incorrect Order from an Order Set

Set Up Rights for the Orders Module

Manage Health Promotion Plans