NextGen Knowledge Center

Configure the Ordering Diagnosis by Visit Set

You can configure a visit set so that the following information is required before the therapist can submit charges:
  • Users must select the Reviewed checkbox to indicate a review of the ordering diagnosis.
  • Users must add an ordering diagnosis.
When you make these required, the user cannot submit billing until they fulfill the configuration requirements.
  1. In the NTS Practice Config template, go to the Diagnosis section.
  2. Select the Visit Set you want to configure.
  3. Under Review Ordering Dx, select one of the following:
    • Required. The therapist cannot submit charges until they mark the Reviewed checkbox. After the therapist selects the checkbox, it remains checked until a new ordering diagnosis is entered.
    • Not Required.
    • Hidden. The Reviewed checkbox does not appear on templates.
  4. Under Ordering Dx, select Required or Not Required to set whether an ordering diagnosis must be added before charges can be submitted.