Legacy - Creating a wellness plan using group plan feature

Medical record SOAP setup

Complaint, History, Exam, Assessment Grid

1. Add New Wellness Plan
2. Search Wellness Plan
3. Modify Plan
4. Reorder the items in plan

Basic idea of creating a wellness plan is:
1. One time cost of the plan should be included via a plan item. For example: VIP Membership (Adult) costs around 6935.00 which serves as the cost of the entire package
2. Subsequent items of the plan should be included with discount 100%
3. More plan items can be added by typing the plan item name and selecting from those appearing in popup

Administering the Wellness plan to the patient

1. Type the name of the wellness plan [In this example, we have taken the VIP Membership wellness plan created in the previous step]
2.Unit cost of the VIP Membership is only shown, rest of the items are zero unit cost

• Related Articles

• Legacy - Create Group plan for a Complaint

  1. Type the complaint  2. Click on Add and add the group plan Type the plan item and select from the drop down, clicking on the plan item will add to the group plan. You can add a new plan item by clicking on the arrow shown above. Add the required ...

• Next Gen - Creating a Plan Item

  Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item.        This would give you the details ...

• Next Gen - How to create group Plan items?

  Navigation :  Go to: Inventory and Plan items >> Plan Item Management >> Group Plan item. This page will help you create, edit, manage the Group Plan items for your clinic. 1> Download CSV : This will help you download the entire list of group plan ...

• NextGen - I do not see a rabies/vaccine certificate while perfoming the plan item

  1) please click on the setup icon as shown below. Navigate to plan items then Sub Category 2) Search for the plan item's category and subcategory. Click on the Edit button. 3) Make sure the Vaccine - Rabies option has been enabled under trigger ...

• NextGen - How do I create a group plan item

  1) Please click on inventory and plan items. Navigate to plan item management then group plan item. 2) Click on add new.  3) Add the Group plan item name and add the plan items by searching in the drop down menu. Click on save.