Legacy - Marking Plan Item to show in Recording Past Services
Recording of Vaccinations and Past Services
Load up the customer into the dashboard
Click on past vaccination & service
Log the services rendered to the patient in the past
To have plan items appear on the Past Vaccinations & Services page you need to turn on a flag under each plan item
1. go To Medical Record / Plan Item Setup
Click on Add / Modify Plan Item
1. Fill in the Category and Sub Category where your plans are
2. Hit Search
3. If the link is red and reads Hide in Past Services the plan will NOT show up on the Past Services List
4. If the link is green and reads Display in Past Services then it WILL show up on the Past Services List.
Legacy - How to add Past Vaccinations and Services
Select Client / Patient Select or Start a New Master Problem Add Past Vaccinations and Services One has to load a client / patient in the dashboard when the process starts. 1- - click on more option to add past vaccines and services 2.Click on past ...
NextGen - How to add past vaccinations or Reminders(past services)?
1) please click on the preferences icon as shown below then reminders. 2) Enable the past services option if the plan item is present in the reminder group. pl
Legacy - Recommended Services Setup
Recommended Services helps create a custom reminder with the manual due date & for this reminder e-mail will be triggered automatically, If a reminder is setup for that specific plan item How do I add a recommended service ? To Add recommended ...
Legacy - Adding a Microchip Plan Item
To perform a microchip registration, you'll to add the microchip plan item in the Active Plan list as shown below. Add the Microchip Plan Item 1) Each Microchip Vendor has a special plan item that is created in Web Services setup. Contact your ...
Legacy - Setting up plan items
This is an approach you can use that will help reduce any confusion Pull out the list you are working with Check in the plan item add / modify section if the plan you need exists - if it does not then add the plan in. If you see a plan that you ...