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Set Up Other Required Orders fields

  1. Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module.
  2. Select All tab.
    The Mandatory Data Points options appear.

  3. To display the required fields for a certain order action, such as creating a lab order, in the Data Points Context field select the appropriate order action.

  4. Select the Effective Date to indicate what date the field displays as required, if necessary.
  5. Select the Open Record button.
    The Data Points Context window opens.

  6. Highlight the field (or fields), and select the right arrow to move the field to the Included section (this marks the field as required). For example, select Diagnosis and select the right arrow to move it to the Included section.

  7. Continue moving any additional fields, if necessary.
  8. Select OK.
    The fields selected as required, display in the Field Name section.

  9. To apply the fields selected as required to all practices, select Apply to all practices, if appropriate.
  10. To save your update, select OK.
    The Modify Practice Information window opens.
  11. Select OK.
  12. To select more required fields for another order action or order type, do the following:
    1. Select Preferences on the Modify Practice Information window.
    2. Select Orders Module > All tab.
    3. Select the appropriate Order action (for example, When updating lab order) and continue selecting required fields.