NextGen Knowledge Center

Update Records in Today's Impression/Plan Summary

The records in the Today's Impression/Plan Summary grid can be edited and updated.

  1. Open the Assessment/Plan - OPH template, expand the A/I/P Details panel, and then ensure that the DX HX/My Favourites option is selected.
    a/i/p details panel
  2. Double-click a record from the Today's Impression/Plan Summary.
    The Oph - Today's Impression/Plan Orders window opens.
  3. Make the necessary changes to the record, click Update and then click Close.
    The updated information appears in the Today's Impression/Plan Summary grid.