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.
Depending on how you configured the order set, select the Diagnosis Group, Provider, and/or Dept fields to select a value from the resulting list.
Double-click the order set to be modified in the Order Sets (My Plan / Custom Plan) grid.
The Provider's Custom Plan template opens with the items included in the selected order set filled in for the different order types.
Make the required changes to the displayed order set.
Select Save, and then select Close.
The updated data displays in the grid.
In the Order Sets (My Plan / Custom Plan) section of the Assessment Plan Customization template, select Save & Close.
