Form and Label Templates Printing Sort Order

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

Help Guide for NextGen® Enterprise PM 8

Form and Label Templates Printing Sort Order

You can specify the form fields that you want to use to sort a form or label template based on the form fields used to create the form and label template. When you set up the form fields that you want to use to sort the forms or labels by, the form or label templates automatically display in that sort order when previewing or printing in batch mode. Note: You can select a maximum of five form fields for the printing sort order criteria. If you attempt to select more than five form fields, a window displays to remind you. Setting Up the Printing Sort Order Criteria for Form and Label Templates The printing sort order criteria for forms and labels are set up at two levels: The Form and Label Template master files level and Batch level. Set Up a Default Sort Order for Printing You can setup a default sort order for Forms or Label Templates. Change the Default Sort Order when Printing in Batch Mode Printing in batch mode from Encounters Lookup is used to explain the setup, which applies to

File Maintenance Help for NextGen® Enterprise 8

Setting Up the Printing Sort Order Criteria for Form and Label Templates

The printing sort order criteria for forms and labels are set up at two levels: The Form and Label Template master files level, which is the default printing sort order for the selected form or label template. Batch mode printing in NextGen® Enterprise PM, which allows you to change the default printing sort order of the data fields that were selected in the Form and Label Template Master Files. For more information, see Change the the Default Sort Order when Printing in Batch Mode. Set Up a Default Sort Order for Printing You can setup a default sort order for Forms or Label Templates. Parent topic: Form and Label Templates Printing Sort Order

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

Help Guide for NextGen® Enterprise PM 8

Setting Up the Printing Sort Order Criteria for Form and Label Templates

The printing sort order criteria for forms and labels are set up at two levels: The Form and Label Template master files level, which is the default printing sort order for the selected form or label template. Batch mode printing in NextGen® Enterprise PM, which allows you to change the default printing sort order of the data fields that were selected in the Form and Label Template Master Files. For more information, see Change the the Default Sort Order when Printing in Batch Mode. Parent topic: Form and Label Templates Printing Sort Order

Help Guide for NextGen® Enterprise PM 8

Change the Default Sort Order when Printing in Batch Mode

In the instructions below, printing in batch mode from Encounters Lookup is used to explain the setup, which applies to both form and label templates. To change the data field default printing sort order when printing in batch mode: From the Main menu select Tasks and then Lookup and Encounters. The Encounter Lookup window appears. Enter the appropriate criteria and select Find. In the search results, put a check mark next to the appropriate patient records. After selecting the records, right-click and select Print Forms from the menu. The Print Forms window appears. Select the applicable form template from the Template drop-down list. Select the Template SortingOpen Record button. The Template Sorting Preference window displays, which shows the data fields that were selected as the default printing sort order for the form template. You can change the sorting order of the default data fields by using the Promote/Demote buttons. Select OK. Select Preview on the Print Forms window. The r

Form and Label Templates Printing Sort Order

Recommendations

Insert Data Fields in Form and Label Templates

Form and Label Templates Printing Sort Order

Setting Up the Printing Sort Order Criteria for Form and Label Templates

Forms

Setting Up the Printing Sort Order Criteria for Form and Label Templates

Change the Default Sort Order when Printing in Batch Mode

Insert Data Fields in Form and Label Templates

Form and Label Templates Printing Sort Order

Setting Up the Printing Sort Order Criteria for Form and Label Templates

Forms

Setting Up the Printing Sort Order Criteria for Form and Label Templates

Change the Default Sort Order when Printing in Batch Mode