NextGen Knowledge Center

Managing Exclusions and Inclusions

You can manage the Get Data functionality and the fields that are excluded from QuickPicks.

You can use the Exclusions and Inclusions panel of the Specialty QuickPick Manager template to do the following:

  • Set fields that are excluded from QuickPicks
  • Manage the Get Data functionality
  • Set fields that are included in the Get Data functionality
Exclusions and Inclusions

The Exclusions and Inclusions panel has the following sections:

  • Fields to EXCLUDE from QuickPicks. You can manage the fields that need to be excluded from QuickPicks. By default, all patient-specific information such as diagnosis and timeframe are excluded from QuickPicks.
  • Fields to INCLUDE in Get Data. You can manage the fields that are excluded from QuickPicks and included in the Get Data functionality.

    You can include the patient-specific fields in the Get Data functionality if they are excluded from QuickPicks. The fields for the patient-specific information such as name, date of birth, number, diagnosis, and surgery dates are generally excluded from QuickPicks.

  • Enable / Disable Get Data. Selecting this check box helps you to make the Get Data button available on the medical record templates that use the Get Data functionality.

    If you configure the Get Data functionality by selecting the Enable / Disable Get Data check box, you can click the Get Data button on any applicable template to copy the data from the previous encounters of a patient to the current encounter. Additionally, the Get Data button is not made available on the templates that does not use the Get Data functionality.