Set up a Schedule for a Recurring Order

NextGen® Enterprise EHR Help

Set Up a Schedule for a Future Order

When you create a new lab or radiology order, you can set up future order schedules on the Set Schedule window. You can set up one schedule or multiple schedules for the tests you select. Create a new lab or radiology order. Select order criteria (that is, diagnosis, favorites, if appropriate). To schedule a future order, select Set Schedule in the Assign Diagnosis to Selected Tests panel. The Set Order Schedule window opens. Select the Future Order option. Check the order to schedule. Select the future date when the order should be processed. To update the expiration date, select whether the order should expire in Days, Weeks, or Years; or select a date from the calendar. Note: You can update the expiration date timeframe. However, you cannot exceed the number of months your practice has set up in File Maintenance > EHR > Practices > Practice Preferences > Orders Module > FutureRecurring Orders Expires After field. If the order has not been automatically defaulted to be auto released,

NextGen® Enterprise EHR Help

View Future and Recurring Order Schedules

After setting the schedule for future or recurring orders, you can view the schedule from the Orders Summary tab. Note: The Start Date indicates when the schedule becomes active. To view the schedule for a future order, select the order in the Orders Summary grid, and select the Future Order icon. The View Order Schedule window opens. Select OK. To view the schedule for a recurring order, select the order in the Orders Summary grid, and select the Recurring Order icon. The View Order Schedule window opens. Select Close. Note: You can also view the future or recurring schedule by double-clicking an order in the Orders Summary grid, and selecting the View Schedule button on the Update Lab/Radiology Order window. Parent topic: Setting Up and Working with Future and Recurring Orders

NextGen® Enterprise EHR Help

Set up a Schedule for a Recurring Order

When you create a new lab or radiology order, you can set up recurring order schedules on the Set Order Schedule window. You can set up one schedule or multiple schedules for the tests you select. You can also set up recurring orders in the same session on the Set Order Schedule window after creating your future order schedules. Create a Lab or Radiology order. Select order criteria (that is, diagnosis, favorites, if appropriate). To schedule a recurring order, select Set Schedule in the Assign Diagnosis to Selected Tests panel. The Set Order Schedule window opens. Select the Recurring Order option. Select the order to schedule. Select the dates when the orders should occur. For example, your patient needs to have a test on a monthly basis for the next year. Note: You can update the expiration date timeframe. However, you cannot exceed the number of months your practice has set up in File Maintenance > EHR > Practices > Practice Preferences > Orders Module > FutureRecurring Orders Expi

NextGen® Enterprise EHR Help

Set Up a Schedule for a Future Order

When you create a new lab or radiology order, you can set up future order schedules on the Set Schedule window. You can set up one schedule or multiple schedules for the tests you select. Create a new lab or radiology order. Select order criteria (that is, diagnosis, favorites, if appropriate). To schedule a future order, select Set Schedule in the Assign Diagnosis to Selected Tests panel. The Set Order Schedule window opens. Select the Future Order option. Check the order to schedule. Select the future date when the order should be processed. To update the expiration date, select whether the order should expire in Days, Weeks, or Years; or select a date from the calendar. Note: You can update the expiration date timeframe. However, you cannot exceed the number of months your practice has set up in File Maintenance > EHR > Practices > Practice Preferences > Orders Module > FutureRecurring Orders Expires After field. If the order has not been automatically defaulted to be auto released,

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

Set up a Schedule for a Recurring Order

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