Plan Item Management
NextGen - Where do i edit my cover emails?
1) Please click on the preferences icon as shown below. Navigate to templates and attachment and click on default templates. A > Click on preferences. B > Click on Templates and attachment. C > Default templates. 2) Click on cover emails and click on ...
NextGen - How do I receive stock without PO?
1) Click on the inventory and plan items icon as shown below. Navigate to manage stock then click on Add Stock Without PO. A > Click on Inventory and plan items. B > Manage stock. C > Add stock without PO. 2) search for the vendor item, 3) Fill in ...
NextGen - How do I receive stock with PO?
1) Click on the inventory and plan items icon as shown below. Navigate to order stock then click on View - receive PO. A > Click on Inventory and plan items. B > Order stock. C > View - Receive PO. 3) Click on receive against the Purchase order ...
NextGen - How to add an operative or a diagnostic form to the plan item?
1) Please click on the setup icon as shown below. Navigate to plan items then Category 2) Search for the Category under Plan Type. Then click on edit under actions as shown below. 3) Under trigger action enable drug for drug form and operative for an ...
NextGen - How to add past vaccinations or Reminders(past services)?
1) please click on the preferences icon as shown below then reminders. 2) Enable the past services option if the plan item is present in the reminder group. pl
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 can I add a microchip plan item?
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 Micro chip ID option is enabled under trigger actions and then click on save
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. ...
NextGen - How do I setup prescription labels?
1) please click on preferences icon shown below. Navigate to Templates and Attachment then Drug Label Setup 2) Setup the preferred Drug labels from the drop down menu. 3) After selecting the preferred Drug labels from the drop down menu >> You can ...
NextGen - I do not see a rabies/vaccine certificate while perfoming the plan item
1) Please click on the setup icon shown below. Navigate to plan items then Sub Category 2) Search for the Category and Sub Category for the Rabies vaccination and click on edit 3) make sure that the Vaccine - Rabies option has been enabled under ...
NextGen - How can I download all the plan items for my clinic?
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Click on "Download all plan item". A CSV file will be downloaded locally on your computer.
NextGen - How can I change the status of a plan item to inactive?
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Search for the plan item to be inactivated. Click on the toggle switch to inactivate the plan item.
NextGen - How can I change the category or Sub category for a plan item?
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Search for the plan item to be edited. Click on the edit icon shown below. 3) Under the category and sub category drop down menu select the relevant ...
NextGen - What is difference between different pricing strategy?
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Click on the plan cost icon shown below. 3) setup the pricing strategy 1. Inventory With Cost Factor: The items/consumables at your clinic/hospitals ...
NextGen - How do I setup cost for the plan item?
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Search for the plan item for which the price has to be setup and click on the plan cost icon shown below. 3) Once you click on the Plan cost > Please ...
NextGen - How do I add a volume discount and weight sur-charge
1) Please click on inventory and plan items. Navigate to plan item management then plan items. 2) Search for the plan item to add the volume discount and click on the add volume discount icon shown below. 3) To add weight surcharge Search for the ...
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 do I create a new Plan item
1) Please click on inventory and plan items. Navigate to plan item management the plan items. Click on Inventory and plan items > Plan item management > Plan items. 2) Click on add new plan item. 3) once clicked on add new plan item > Necessary ...
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 ...
How to create Wellness plans and disptach
1, Go to Inventory and Plan items >> Plan item management >> Click on Wellness as shown below 2, Click on ADD NEW WELLNESS 3, Add a name to the Wellness, species, Weight, Age and Duration Click on NEXT Choose Plan items from the Search option and ...
NextGEN - Substance drug log
Step 1 : Click on Preferences and formulary as shown below Step 2 : Scroll down and go to Prescirption & details and click on it as shown below. Step 3: Click on EDIT option and choose a specific Plan item and select it as " Controlled " , " ...
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 -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 ...