My Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Choose a Plan Type

Open the My Custom Plan template. On the My Plan panel, highlight a diagnosis description in the top grid. In the Order Options section, select a Plan Type from the list. My Plan Depending on the plan type selected, you are presented with different selections in the Order Options section to build the order. My Plan Parent topic: Plan Types Related tasks Open the My Custom Plan Template

NextGen® Adaptive Content Engine Help Enterprise 8

Open the My Custom Plan Template

Before you begin Configure use of the My Custom Plan template. Open the My Custom Plan template in one of the following ways: In the navigation bar, click the Orders/Plan link. Orders/Plan link in navigation bar link On the Intake and SOAP tabs, click the My Plan link. My Plan link on SOAP tab On the SOAPtemplate, in the Assessment/Plan panel, click My Plan. My Plan option in Assessment/Plan section of SOAP template Parent topic: My Custom Plan Functionality

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Plan of Care and Additional Information

In the Plan and Additional Information panel, click My Plan to open the My Plan template set. My Plan Template Enter the details of an action plan that can be implemented by the client between sessions, in the Plan/additional information field. Parent topic: Nurse's Progress Note (Long) Parent topic: Nurse's Progress Note (Short)

NextGen® Adaptive Content Engine Help Enterprise 8

My Custom Plan Functionality

When configured to display, the enriched plan template includes the following functionality on two panels: My Plan: By default, the panel is expanded when the template opens. Colored indicators appear for the status of the Ordering Assessment, Diagnosis Group, and Order Set. Manage Orders: Used to add, update and remove details (for example, side, site, position, status, appointment date, time, location, time frame, orientation and position, and update order status). Includes pre- and post-procedure directions from the Procedure/Instructions link. Open the My Custom Plan Template You can open the My Custom Plan template from the navigation bar, the Intake and SOAP tabs, or the SOAP template Fields for My Custom Plan Links for My Custom Plan Parent topic: Entering and Modifying Treatment Plans

NextGen® Adaptive Content Engine Help Enterprise 8

My Plan vs. My Custom Plan to Create a Treatment Plan

If configured, the My Plan tab houses an enriched plan template called My Custom Plan, which can be used to document a treatment plan that is personalized to suit your practice's specific needs. The custom plan functionality is configured as a grid for order sets, replacing the need to manually select a check box for each order to be placed. The individualized fields available on the original My Plan require manual selection of every order needed for a particular diagnosis. The purpose for the My Custom Plan template is to reduce the number of clicks required for ordering while maintaining the process for managing order sets and provider plans. The My Custom Plan template still takes a personalized approach to diagnosis-based order sets. The custom plan template simply uses a more streamlined user interface. In the customized template workflow, the individualized fields are uploaded to a grid in the Pending Orders section. Highlights of the dynamic plan template include: All orders are

NextGen® Adaptive Content Engine Help Enterprise 8

View Order Sets with a Referral

Open the My Custom Plan template. With the diagnosis highlighted, go to the Order Options section to choose the Plan Type of Order Set. Only the Referral orders related to the selected Order Set are viewable in the grid. Order Set Parent topic: Enter and View Diagnoses on My Custom Plan Related tasks Open the My Custom Plan Template

My Plan

Recommendations

Choose a Plan Type

Open the My Custom Plan Template

Enter Plan of Care and Additional Information

My Custom Plan Functionality

My Plan vs. My Custom Plan to Create a Treatment Plan

View Order Sets with a Referral

Choose a Plan Type

Open the My Custom Plan Template

Enter Plan of Care and Additional Information

My Custom Plan Functionality

My Plan vs. My Custom Plan to Create a Treatment Plan

View Order Sets with a Referral