Set Practice Defaults for Processing Orders

NextGen® Adaptive Content Engine Help Enterprise 8

Bypass the Orders Module for Lab and Radiology Orders

You can set up the Bypass Order Module Processing option to insert lab and diagnostic orders directly into the Orders module based on the selected vendor for orders placed from the following templates in the My Plan template set: My Custom Plan Lab Master OBGYN Lab Master- Labs tab for an Obstetrics or Gynecology specialty encounter Diagnostics From the File menu, select System/Practice Template. The Select Template window opens. Click the Practice tab. Under Show, select All. Search for and double-click My Custom Plan Setup. In the General Configuration panel, select the Bypass Order Module Processing check box. My Plan Config Click Save in the NextGen® Enterprise top toolbar. Parent topic: Configuration Options for My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Create a Practice-Specific List of Vendors

The following workflows result from the configuration of a practice preference for a performing entity: When no performing entity is selected as the default, the full list of vendors appears in the picklist on My Custom Plan, including To Be Determined, which defaults automatically in the Preferred Performing Entity field. You can manually change the selection on the My Custom Plan template. When more than one vendor is in the selected performing entity list for labs or diagnostics, the picklist on My Custom Plan only lists the selected performing entities. The Vendorfield defaults to the preferred vendor. A list of vendors can be configured in the Practices Master File to use when processing orders from the My Custom Plan template. Log into the File Maintenance application. Under Master Files > System, click EHR. Under EHR Master Files - System, click Practices. The Practices List window opens. Double-click the desired practice name in the list. At the bottom of the Modify Practice In

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® Ophthalmic Suite Help 2022.2

Managing Today's Orders

You can process lab or radiology orders documented by the provider on the My Plan template. You can add and edit an order in the Today's Orders panel. To place any follow-up order, you can use the Follow Up button. Several types of orders are available in the Today's Orders panel. The numbers next to the order types indicate the number of items in the queue for that type of order. In the beginning, you must select the order type, and then you need to select Add or Edit to open the respective order template to add or update the details. To place an order from the Orders Console template, you must select the Enable Order Module check box in the Orders/Plans section on the Practice Configuration template. View an Order You can view an order. Edit an Order You can view more details of the order, or verify if authorization is obtained, or the procedure has been scheduled. Add an Order You can add an order from Orders Console. Process Lab Orders You can process lab orders from the Process an

NextGen® Adaptive Content Engine Help Enterprise 8

Add Orders in the Order Management Template

Click the Order Management link to launch the Order Management template. The system selects the All Orders option by default to display all of the orders placed in the current encounter. If orders are not available in the grid, click Add to launch the My Plan template. Note: If you select the Launch My Custom Plan (ord_my_custom_plan) check box on the Practice Configuration practice template, then the My Custom Plan template launches. For more information about the My Custom Plan template, go to the NextGen Healthcare Success Community and download the latest My Plan Template Set User Guide for NextGen® Adaptive Content Engine Select an assessment in the Today's Assessment grid. The associated orders appear under the following order types: Lab orders Diagnostics Office medications Office procedures Office labs Instructions If the required assessment is not available in the grid, click the Add Common Assessment link or Add button to add the relevant assessments. Select the applicable ch

NextGen® Adaptive Content Engine Help Enterprise 8

Managing Today's Orders

You can process lab or radiology orders documented by the provider on the My Plan template. You can add and edit an order in the Today's Orders panel. To place any follow-up order, you can use the Follow Up button. Several types of orders are available in the Today's Orders panel. The numbers next to the order types indicate the number of items in the queue for that type of order. In the beginning, you must select the order type, and then you need to select Add or Edit to open the respective order template to add or update the details. To place an order from the Orders Console template, you must select the Enable Order Module check box in the Orders/Plans section on the Practice Configuration template. Process Lab Orders You can process lab orders from the Process and Submit Lab/Radiology Orders template. Generate Requisition Documents You can create the requisition documents on the Checkout template. Send Tasks You can set up tasks and send to any task recipients. Document Follow-up D

Set Practice Defaults for Processing Orders

Recommendations

Bypass the Orders Module for Lab and Radiology Orders

Create a Practice-Specific List of Vendors

Configuration Options for My Custom Plan

Managing Today's Orders

Add Orders in the Order Management Template

Managing Today's Orders

Bypass the Orders Module for Lab and Radiology Orders

Create a Practice-Specific List of Vendors

Configuration Options for My Custom Plan

Managing Today's Orders

Add Orders in the Order Management Template

Managing Today's Orders