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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• 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.

• NextGen - How can you give a discount for a group plan item?

  1) Please click on inventory and plan items. Navigate to plan item management then group plan item. 2) Search for the group plan item and click on edit. 3) Scroll to the bottom of the page and setup the the discount percentage for the plan items. ...