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File Maintenance Help for NextGen® Enterprise 8

Form and Label Templates Toolbar

The Form and Label Templates toolbar enables you to make changes to forms and labels and to the fields on them. The following table describes the function of each button on the toolbar. Button Description The Save Form/Label Template button saves your changes to the form. The Delete button removes the selected data field from the form. The Insert Data Field button opens the NextGen Data Repository so that data fields can be added to the form. The Font button enables you to set the font type for free text entered in the form. The Template Properties button enables you to set margins and paper size for the form. The Template Sorting Preference button enables you to specify the fields you want the forms to be ordered by as they print in NextGen® Enterprise PM. For example, the forms could be sorted by the last name field as they print. The Exit Form Design button closes the report. The File Maintenance desktop displays. Parent topic: Forms

File Maintenance Help for NextGen® Enterprise 8

Insert Data Fields in Form and Label Templates

When you design forms and labels, you can use the NextGen Data Repository window to select and place the data fields that you want displayed when you print your custom designed forms or labels. To insert data fields in a form or label template: Open the template in File Maintenance. In the Form Design window, select Insert Data Field . The NextGen Data Repository window opens. Double click on the applicable icon to display the data fields for that icon. Insert a data field in one of two ways: Select and drag the data field onto the Form Design window and release the mouse button when you have positioned the data field where you want it placed. If you want to adjust its position on the form, select and drag it again. Select an item in the list, and then select Add. Use any of the following options to design the fields: To select more than one field, select the Shift key while you select the fields. To align multiple fields, select the fields. Then, right-click on one of the fields and c

File Maintenance Help for NextGen® Enterprise 8

Create Form Templates from XML Files

To avoid creating all form templates from scratch, you can create them by importing an XML formatted file into the Form Template master file. The file must be an XML document in Form Template format. To share form templates with others, you can export existing form templates to XML files. Importing and exporting are helpful when you need to share forms with external sources. For example, if another NextGen Healthcare client creates a form template that you want to use, the other client can export it to XML and send it to you. You can then import the XML into the Form Templates master file. Note: To ensure that the fields in the file you want to import are compatible with your current database, your database must be the same version or newer than the database of the file you want to import. If your current version of your database is older than the new template version, import will fail. To import an XML file: On the Form Template List window, select Open Menu , and then select Import.

File Maintenance Help for NextGen® Enterprise 8

Forms

You can create and modify templates to standardize patient forms that are used by your practice. The form templates determine the structure for patient forms, such as where certain information must be placed on the form. For example, if you have pre-printed fee tickets, you can set up a template to your specifications. You can create label templates for mailing labels, chart labels, form labels, or any other labels you need. To design your own forms, you need to access the Forms Templates master file from File Maintenance > System > Forms master file. Note: You can find information about printing forms by downloading the Practice Workflow Guide for NextGen® Enterprise PM from NextGen Healthcare Success Community. Customizing Standard Forms Form and Label Templates Toolbar Create Forms Insert Data Fields in Form and Label Templates Modifying Template Properties Form and Label Templates Printing Sort Order You can specify the form fields that you want to use to sort a form or label templ

File Maintenance Help for NextGen® Enterprise 8

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created. To create a form, do the following: Access File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window appears. In the Form Group field, select a form group. Note: You can select (All) Forms, but you will be prompted to select a form group upon saving. Right-click on a form group from the list that is displayed and select New. Select Blank Form. A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed. Select Save after creating your form. In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description. Note: You can only enter up to 40 characters for the Form Name and Form Description. Select OK. Notice the new form group in the list displayed. Note: When you create an enhanced form in File M

File Maintenance Help for NextGen® Enterprise 8

Add a Patient's Picture to a Form or Label

The application enables you to add a patient's picture to a form or label through Form Templates and Label Templates. After you add the picture to the template, you can print the forms and labels with the picture in NextGen® Enterprise PM. Open File Maintenance. Select System Master Files, then PM, and then either Forms or Label template. The Forms List or Label Templates List window opens. Select the template to which you want to add the picture. Select Open Menu , then select Open. If you want to create a new template, see Creating Forms or Creating Label Templates. The Form Design or Label Design window opens. Select Insert Data Field on the form/label toolbar. The NextGen Data Repository window opens. Double-click Patient Information. A list of patient information fields displays beneath it. Select the Patient Picture data field and drag the item from the list and drop it on the template in the location where you want the picture to print. The data field is inserted in the template

Create Forms

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Form and Label Templates Toolbar

Insert Data Fields in Form and Label Templates

Create Form Templates from XML Files

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Create an Enhanced Form

Add a Patient's Picture to a Form or Label

Form and Label Templates Toolbar

Insert Data Fields in Form and Label Templates

Create Form Templates from XML Files

Forms

Create an Enhanced Form

Add a Patient's Picture to a Form or Label