Managing Exclusions and Inclusions

NextGen® Therapy Suite Help 30.3.13.0

Open the Specialty QuickPick Manager Template

You can open the Specialty QuickPick Manager template from the specialty configuration homepage. On the Specialty Config Home template, select QuickPick Manager from the left navigation bar. The Specialty QuickPick Manager template opens. Select the Product field, and select one of the following options from the list. IORTS. Select this option to configure settings for NextGen® Orthopedic Suite. MLTS. Select this option to configure settings for NextGen® Medication Inventory Control. Parent topic: Managing QuickPicks

NextGen® Therapy Suite Help 30.3.13.0

Managing QuickPicks for Providers and System Sets

You can manage QuickPicks that are available for providers and system sets. On the Specialty QuickPick Manager template, in the QuickPicks panel, you can manage QuickPicks that are already saved for providers and system sets. You can filter the values in the QuickPicks grid by category, set name, or provider by selecting the desired values in their corresponding fields. Selecting a QuickPick entry in the grid shows the table, field name, and default values for that QuickPick in the table grid. QuickPicks You can do the following in the QuickPicks panel. Update or delete provider and system set QuickPicks Copy a QuickPick to create another QuickPick for the same provider or system set Copy a QuickPick to another provider Copy all QuickPicks to another provider Manage specific fields on a QuickPick Filter the QuickPick Grid You can filter the values in the QuickPick grid by category, set name, and provider. Manage QuickPicks for Providers and System Sets You can update or delete QuickPic

NextGen® Therapy Suite Help 30.3.13.0

Track QuickPicks

Track QuickPicks Track QuickPicks You can view and track the details of QuickPicks that are used on various templates. On the Specialty QuickPick Manager template, in the QuickPicks Tracking panel, you can view and track the usage of QuickPicks. You can filter the grid to show all QuickPicks for a selected provider, show only a specific QuickPick usage, or show all QuickPicks for an encounter number. On the Specialty QuickPick Manager template, expand the QuickPicks Tracking panel. To filter the QuickPicks based on the provider's name and set, do the following: Select the Provider option. A window opens for selecting the provider, and the Set field appears. Select a provider name, and select OK. Note: To view QuickPicks for all providers, you can select the asterisk (*). The selected provider name is filled in the Provider field, and a window opens for selecting the set name. Select a set name, and select OK. Note: To view QuickPicks for all sets, you can select the asterisk (*). The g

NextGen® Therapy Suite Help 30.3.13.0

Manage Fields to be Excluded from QuickPicks

You can manage the exclusion list, which contains the fields that are excluded from QuickPicks. If you do not want to save the data from a particular field of a template as a QuickPick, you can add that field to the exclusion list. You can also delete fields from the exclusion list. NextGen Healthcare recommends you do this setup so that QuickPicks does not include patient-specific data. On the Specialty QuickPick Manager template, expand the Exclusions & Inclusions panel. To add a field to the exclusion list, do the following in the Fields to EXCLUDE from QuickPicks section. Select the field for selecting the table. A window opens for selecting the template that contains the fields to be excluded from the QuickPick. Select the desired template, and select OK. Select the field for selecting the field name. A window opens for selecting the field that needs to be excluded from the QuickPick. Select the field, and select OK. Select Add. The selected field is added to the exclusion list an

NextGen® Therapy Suite Help 30.3.13.0

Managing QuickPicks

The Specialty QuickPick Manager template is an additional way to add or update or delete QuickPicks from the NextGen® Therapy Suite templates. Most therapists will build and manage their quickpicks from the NextGen® Therapy Suite templates and not from the configurations, however this is an additional option if your therapists have access to the system/practice level templates. Specialty QuickPick Manager template The template has the following panels: Double-Star Settings. You can configure QuickPicks that are viewable when you select the double-star icon. You can also select which security groups can manage QuickPick system sets. QuickPicks. You can update and delete QuickPicks. Exclusions & Inclusions. You can set fields that are excluded from QuickPicks, and you can manage the Get Data functionality, which allows users to pull data forward from a previous encounter for that patient. QuickPicks Tracking. You can view and track the usage of QuickPicks by provider or by encounter numb

NextGen® Orthopedic Suite Help 80.2.14.0

Exclusions and Inclusions

You can use the Exclusions and Inclusions panel to: Set fields that are excluded from QuickPick sets Enable or Disable Get Data functionality Set fields that are included in Get Data Note: As a default, the NextGen® Orthopedic Suite sets all patient-specific information such as diagnosis, timeframe, and so on as excluded from QuickPicks. Exclusions and Inclusions panel on the QuickPick Manager template Setup the Fields to be Excluded from QuickPick If you do not want to save the data of a particular field as a QuickPick, you can add that field to the exclusion list. Delete a Field from the QuickPick Exclusion List Enable or Disable Get Data Fields to INCLUDE in Get Data Enable Get Data Functionality for the Fields Excluded from QuickPick Set Disable Get Data Functionality for the Fields Excluded from QuickPick Set Parent topic: QuickPick Manager

Managing Exclusions and Inclusions

Recommendations

Open the Specialty QuickPick Manager Template

Managing QuickPicks for Providers and System Sets

Track QuickPicks

Manage Fields to be Excluded from QuickPicks

Managing QuickPicks

Exclusions and Inclusions

Managing Exclusions and Inclusions

Open the Specialty QuickPick Manager Template

Managing QuickPicks for Providers and System Sets

Track QuickPicks

Manage Fields to be Excluded from QuickPicks

Managing QuickPicks

Exclusions and Inclusions