Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Help

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

To schedule, process, track, and complete your order more efficiently, you need to set up the NextGen® Enterprise EHR Orders module to meet your specific practice needs. Once you set up your NextGen® Enterprise EHR Orders module, you can then update and maintain these settings as your business needs change and the Orders process evolves over time. Before performing Orders tasks, such as creating and sending Lab and Radiology orders, you need to set up the appropriate system rights, preferences, and tasks for the Orders module. The setup enables you to establish the workflow foundation for your practice or enterprise and enables providers and the clinical staff to access and use the appropriate functionality. The Orders module setup functions and options provide flexibility and enable you to establish a strong foundation for your Orders life cycle. After you complete the setup tasks, to begin working with orders, go to NextGen Healthcare Success Community and download the latest Orders

NextGen® Enterprise EHR Help

Orders Module

You can use the NextGen® Enterprise EHR Orders module to create and manage your lab and radiology orders (also known as diagnostic imaging orders). You can perform the following tasks from the Orders module: Place and send lab and radiology orders. Complete unfinished lab or radiology orders for a patient that originate from a bulk order generated through NextGen Care® Population Management Hub. Choosing advanced imaging tests by their appropriate use criteria (AUC) scores when you place a radiology order. Set up order filters for your practice or private use. Set up schedules for future and recurring orders. Add, view, and track order comments from different areas of the Orders module. Enter test results manually or view test results received from an interface. Send lab results to NextGen® PxP Portal. To use the Orders module, you must first set up tests, SAP® Crystal Reports®, master file data, practice preferences, and user permissions for orders at your practice. For more informati

NextGen® Enterprise EHR Help

Medical Necessity and Orders Practice Preferences Setup

You can set a number of practice preferences for the Orders Module in NextGen® Enterprise EHR. Set Up Orders Module Practice Preferences Order Module Practice Preferences Explains the order module preferences available for a practice. Medical Necessity Setup When selecting a diagnosis for an order, you can set up NextGen® Medical Necessity Check to determine if Medicare will pay for a test . Select Test Favorites for a Practice Set Up Charge Submission Defaults You can set up the charge submission defaults. Set Up the Group to Notify for Failed Test Charges Set Up Practice Preferred Performing Entities Set Up a Private Results Filter Set Up URLs for Educational and Clinical Resources Auto Release Practice Preferences Set Up the Automatic Order Tracking Comments Set Up Confidential Lab Results Delegates Set Up Allow Patient Procedure Activity against a Locked Encounter Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences Setting Up Required fields

NextGen® Enterprise EHR Help

Defining Private and Practice Orders Filters

Defining Private and Practice Orders Filters Defining Private and Practice Orders Filters You can create private or practice filters to select the type of order information to display for an individual patient on the Orders Summary grid or for multiple patients on a custom Practice template created with the Orders Management order control. When you create a practice filter, it is available to all users in your practice. To create a practice filter, you must have permission for Allow Updating Practice Filters set in System Administrator > Enterprise Practice > Enterprise Practice > Security Group > Rights > Operations > Orders. To create a private filter, the Allow Providers to Maintain Favorites practice preference must be selected in File Maintenance > Practices Preferences > Orders Module > Lab/Rad. For more information on user permissions and practice preferences for the Orders module, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for N

NextGen® Enterprise EHR Help

Set up a Private or Practice Orders Filter

To set up a new private or practice orders filter, follow this workflow: Create the filter, name it, and add an optional tooltip. Select the commands to display on the Orders Summary or Orders Management Top toolbar. Select the columns to display on the Orders Summary or Orders Management grid. Select one or more order types (lab, radiology, or immunizations). You must select at least one order type to filter orders. After you select the order type(s), you can apply or save the filter. Select the order statuses. Select the date criteria. Select providers and locations for lab, radiology, and immunizations orders. Select performing entities for lab and radiology orders. If required, enter test descriptions for lab and radiology orders. Create the Orders Filter Display Name, Commands, and Columns Select the Orders Filter Order Types, Order Status, and Date Context Select the Orders Filter Provider, Location, and Performing Entity Lab and Radiology Test Filter Descriptions Parent topic: D

NextGen® Enterprise EHR Help

Set up a Private or Practice Orders Filter

To set up a new private or practice orders filter, follow this workflow: Create the filter, name it, and add an optional tooltip. Select the commands to display on the Orders Summary or Orders Management Top toolbar. Select the columns to display on the Orders Summary or Orders Management grid. Select one or more order types (lab, radiology, or immunizations). You must select at least one order type to filter orders. After you select the order type(s), you can apply or save the filter. Select the order statuses. Select the date criteria. Select providers and locations for lab, radiology, and immunizations orders. Select performing entities for lab and radiology orders. If required, enter test descriptions for lab and radiology orders. Create the Orders Filter Display Name, Commands, and Columns Select the Orders Filter Order Types, Order Status, and Date Context Select the Orders Filter Provider, Location, and Performing Entity Lab and Radiology Test Filter Descriptions Parent topic: D

Defining Private and Practice Orders Filters

Recommendations

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

Orders Module

Medical Necessity and Orders Practice Preferences Setup

Defining Private and Practice Orders Filters

Set up a Private or Practice Orders Filter

Set up a Private or Practice Orders Filter

Defining Private and Practice Orders Filters

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

Orders Module

Medical Necessity and Orders Practice Preferences Setup

Defining Private and Practice Orders Filters

Set up a Private or Practice Orders Filter

Set up a Private or Practice Orders Filter