NextGen Knowledge Center

Document a Detailed Ophthalmic Plan

You can document a detailed plan on the Oph - Plan Details template. On the Assessment/Plan - OPH template, in the Plan section, the OPH Plan link opens the Oph - Plan Details template. As you select details from different sections of the template, a summary statement appears in the Plan summary field.
oph - plan details template

  1. Click the OPH Plan link to open the Oph - Plan Details template.
  2. Select the appropriate eye from the following:
    • OD
    • OS
    • OU
  3. Select the appropriate check boxes in the following sections to document a detailed plan:
    • General Discussions
    • Medication
    • Glasses/Contact Lenses
    • Surgery
    • Procedures
    • Patient Instructions
    • Tests Completed Today
    • IOP Control
  4. In the Education Material section, select Education material provided and select the materials discussed with the patient.
  5. To document follow-up details for the next visit, select the following information from the picklists:
    • Click the Return to clinic field to open a series of picklists.
    • Select a number and then select the unit of time (days, weeks, months, or years) to return to the office.
    • Select the provider for the return visit.
    • Select one or more exams to be performed on the return visit and click Close.
  6. If appropriate, select one or more of the following quality measure check boxes:
    • Risk/benefits of AREDS for AMD discussed
    • Vitamins have shown to improve ARMD
    • ARMD book given today
    The selected content fills the Plan summary field.
  7. Click Save & Close.