Set My Custom Plan as the Practice Default

NextGen® Adaptive Content Engine Help Enterprise 8

Set Up Required Referral and Follow-up Plan Fields

A practice-level configuration is available to select which fields are required for the Referral and Follow-up plan types. In My Custom Plan Setup, General Configuration panel, click the Set My Custom Plan Required Fields link to launch a template with options for the required fields. My Custom Plan Select the required field name check boxes for Referrals, Follow-up, and Disposition. Click Save & Close and then click Save in the NextGen® Enterprise top toolbar. With the option turned on, an alert based on your practice's selections appears in a concatenated form on the My Plan or My Custom Plan template in run time. My Custom Plan Parent topic: Configuration Options for My Custom Plan Related tasks Access Configuration Options for My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Access Configuration Options for My Custom Plan

From the File menu, select System/Practice Templates. The Select Template window opens. Click the Practice tab. Under Show, select All. Search for and double-click My Custom Plan Setup. Parent topic: Configuration Options for My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Practice Configuration Template

For more information on the Practice Configuration template, go to NextGen Healthcare Success Community, and download the latest Practice Configuration Template User Guide for NextGen® Adaptive Content Engine. From the File menu, select System \ Practice Template. The Select Template window opens. Click the Practice tab. If the Practice Configuration template is not in your Preferred templates list, in the Show section, select the All option. A list of practice templates appears. Select Practice Configuration Double-click Practice Configuration. The Practice Configuration template opens. Parent topic: Best Practices for E&M Coding Calculations

NextGen® Adaptive Content Engine Help Enterprise 8

Document the Treatment Plan on My Plan

The treatment plan for the patient can be documented on the My Plan (PT) template that enables providers to place multiple orders from a single template. The My Plan (PT) template is based on order sets for diagnosis categories that can be modified and managed by clients using practice templates. The My Plan (PT) template appears within NextGen® Adaptive Content Engine by default and can be easily replaced with the My Custom Plan template after a simple configuration in the Practice Configuration practice template. The My Custom Plan template can be personalized to suit your practice's specific needs and is less click-intensive. For detailed information on the My Plan and the My Custom Plan template, go to NextGen Healthcare Success Community and download the latest My Plan Template Set User Guide for NextGen® Adaptive Content Engine. In the Assessment/Plan panel, click the Add/Update button below the Assessments/Plan grid to open the My Plan (PT) template. My Plan (PT) Select the asse

NextGen® Adaptive Content Engine Help Enterprise 8

Create a New Order Set

The My Plan templates display all order sets that are available in the system, including those that are shipped with NextGen® Adaptive Content Engine. The order sets can be based on a diagnosis group, provider, or specialty (department). To manage clinical references, configure categories for order types or the master picklist, refer to the indicated link. On the Assessment Plan Customization template, choose a Display option to filter the grid under the Order Sets (My Plan/Custom Plan) section by the Current provider or All providers. In the grid under the Order Sets (My Plan/Custom Plan) section, right-click and select Add New. The Provider's Custom Plan template opens. Depending on how you want to set up the order set, click the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list. Note: You can leave the Provider and Dept fields blank to create starter sets for all providers at your practice. If you save more than one starter set, the most recentl

NextGen® Adaptive Content Engine Help Enterprise 8

Managing Practice Configurations

The Practice Configuration template is the central location for configuring settings for the NextGen® Adaptive Content Engine templates of different specialties. You can configure settings for specific specialties or for all specialties. You can set default options and configure certain features in the run-time templates. Open the Practice Configuration Template Parent topic: Practice Configuration

Set My Custom Plan as the Practice Default

Recommendations

Set Up Required Referral and Follow-up Plan Fields

Access Configuration Options for My Custom Plan

Access the Practice Configuration Template

Document the Treatment Plan on My Plan

Create a New Order Set

Managing Practice Configurations

Set Up Required Referral and Follow-up Plan Fields

Access Configuration Options for My Custom Plan

Access the Practice Configuration Template

Document the Treatment Plan on My Plan

Create a New Order Set

Managing Practice Configurations