Next Gen - OTC (Over the Counter)

Next Gen - OTC (Over the Counter)

Over View of OTC :


  1. OTC :  Select Icon to come to OTC page
  2. Plan :  Help's you create a plan Item
  3. Invoice List:  Gives you the invoice list
  4. Prescription: This gives you the encounter you had performed
  5. Certificate: This is helps you get the certificate list given out from your clinic
  6. Accounting: Give's you the over all sales made using OTC

How to create a plan on OTC page ?


Step 1: Select plan Item or Group plan item as per requirement. Once it’s added under plan items

Step 2: Select the "Check Box" to proceed with the plan item and also you have an option to "Decline Item"or check the "Details" of the plan item

Step 3: Select the Provider

Step 4: You can now perform and invoice / add to cart

Step 5: You would get pop up asking you to fill Client Name / Patient Name & Species this three fields are mandatory and has to be filled.



Step 6:  You would get an alert pop up message “You are bypassing the Cart”. You have to select “Yes” so that you can proceed to the next step or “No” if you want to cancel it.  (NOTE: Once you selected Yes, it would take you to the Invoice page)


OTC Invoice over view:




    • Related Articles

    • NextGen - How to generate report on (OTC) Sales By Plan Item Given ?

      1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Sales By Plan Item Given (OTC) > Select the dates and click on apply filter and you can also ...
    • NextGen - How to find a report on Plan item used against Patient's on [ OTC Sales ] ?

      1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Plan item used against Patient's [ OTC Sales ] > Select the dates and search.
    • 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 ...
    • Next Gen - Clients & Patient Search

      How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: Patient Record No 6: Patient Name 7: ...
    • Next Gen - Reminders

      Step 1: Select Preferences Step 2: Click on Reminders , this would take to the  "Reminder Management" page.        Reminder Management & Adding Reminders Reminder Management : Step 1:  "Past Service" is used to set your reminders as past service if ...