NextGen - How to generate Group Plan Items Report ?

1) Click on the statistics and reports icon as shown below and click on financial.

2) Click on Group Plan Items Report.

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• 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 - How to create group Plan items?

  Navigation :  Go to: Inventory and Plan items >> Plan Item Management >> Group Plan item. This page will help you create, edit, manage the Group Plan items for your clinic. 1> Download CSV : This will help you download the entire list of group plan ...

• NextGen - How do I create a group plan item

  1) Please click on inventory and plan items. Navigate to plan item management then group plan item. 2) Click on add new.  3) Add the Group plan item name and add the plan items by searching in the drop down menu. Click on save. 

• NextGen - How to generate a report on Expired inventory items ?

  1) Click on the inventory and plan items icon as shown below and then click on inventory reports.  A > Click on inventory and plan items. B > Click on Inventory reports. 2) Click on EXPIRED INVENTORY ITEMS >> Select the dates and click on apply ...

• NextGen - How to generate a report on Plan Log Reports ?

  1) Click on the statistics and reports icon as shown below and click on miscellaneous.  A > Click on statistics and reports. B > Click on Miscellaneous. 2) Click on Plan Log Reports > Select the dates and click on generate report.