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
  
  
  
  
  
  

Step 4: Sub Category: This is divided into 11 parts ( You need to check if the options are selected accordingly)

• Anesthesia
  
• Antech Lab Item
  
• Boarding
  
• Change Gender
  
• Change Gender
  
• Deceased
  
• Gribbles Lab
  
• Idexx Lab
  
• Manufacturer ID
  
• Microchip ID
  
• Vaccince Identification #
  
• Vaccine / Rabies
  

  

How to check if the Category & Sub Category is set correctly ?

Step 1: Go to “Inventory & Plan Items”

Step 2:  Under “Plan Item Management” select “Plan item”

Step 3: Search for the plan time (Ex: Canine Anesthesia Large) and under Actions click on “Edit”

Step 4: Click on the Icon besides Category & Sub Category which says (View Properties) and also you can see the Category and Sub Category.

• 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 ...

• 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 ...

• 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 ...