Legacy - Setting a Sub Category to Capture City / County License Information
Click on Add Modify Category
Set the appropriate flags.
1. To have the Sub Category show up in the city License Form the City License flag must be set.
Sub Category set
1. City License Set
2. New Sub Category Set.
Ready to add plan item to this Sub Category so they will be tracked under the City Licenses Form.
Legacy - Plan Item Marked to Populate in City License Report
VETport allows you to configure plan items for city licensing. Once you have added appropriate subcategory and selected the city license flag, you can simply add the plan item with the appropriate sub category. Verify the sub category to be ...
NextGen - How can I mark a plan item to populate in city license report?
1) Please click on the setup icon shown below. Navigate to plan items then Sub Category 2) Search for the Category and Sub Category and click on edit 3) Make Sure the city license option is enabled under trigger actions and then click on save.
NextGen - How do I add a new category/sub-category?
1) please click on the setup icon as shown below. Navigate to plan items drop down menu. Select the relevant option. Click on Setup > Plan items > category and subcategory. 2) click on add new to add a new category or sub category. >> Once clicked ...
Legacy - Setting up reminders for a plan item
Reminders are setup at the plan item level Getting to the plan item for which reminders need to be set or edited 1. Click on Settings & Reports 2. Click on Medical Record / Plan items Setup 3. Click on Add/Modify Plan Item<<<< Plan Management 1. ...
Next Gen - Category and Sub Category - View the list and add a new Cat/Sub-Cat.
Navigation: Go to Setup >> Plan Items. A> When you Click on Category and you Will have the below option. 1> Click on Add new in order to add a new Category. 2> Click on the Drop down to select a Plan type . 3> You will have the option to edit a ...