Next Gen - How do I return a plan item?
Navigation : Go to the client/patient's Dashboard for whom you wish to return the plan item for and click on the Wallet under that click on Past Invoices, as shown below.
Once you're on the page, under the invoice created please click on the arrow as shown below.
When you click on the arrow, you will have the list of plan items added on the invoice and you can select the plan item/items that you want to return and enter the reason for the return as shown below.
1> Select the plan items that you want to return.
2> Enter the reason for the return.
3> Click on return.
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 ...
Next Gen -Plan Item Triggers
Step 1: Go to "Step up" Step 2: Under plan Items Check for Category Sub Category Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly) Communication Form Diagnosis Drug Education Form Operative ...
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 do I add a Plan Item?
Step 1: Search for the Patient Step 2: Go to "Plan" Step 3: Search for plan Item Step 4: Select the plan Item to add
Next Gen - Reminder
Next Gen- How to set up a Reminder under reminder management? Navigation: Go to : Preferences >> Reminders Once you're on this page, you will have the options listed below. 1>> Search for the Reminder created. 2>> Add reminders (More information ...