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
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.
Related Articles
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 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. plLegacy - 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 - Marking a Patient as deceased or inactive
A patient can be marked directly as deceased in the patient file TIP: or a plan item when performed can mark the patient as deceased. Both are described here in the following screen steps. Marking the Patient Record Directly - Open the patient Link ...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 ...