Set Up a Default Sort Order for Printing

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

File Maintenance Help for NextGen® Enterprise 8

Set Up a Default Sort Order for Printing

Access File Maintenance. Select System Master Files, then PM, and then either Forms or Label Templates. The Forms List or Label Templates List window appears. From the list, double-click to open the desired Form or Label Template. The Form Design or Label Design window appears. From the design toolbar, select the Template Sorting Preference button. The Template Sorting Preference window appears. All data fields included on the form or label are listed in the Available Data Fields section on the left. From the Available Data Fields list, select a data field to be used in the default sort order for printing. Select the Add button to move the data field to the Selected Data Fields section on the right. Repeat steps 6 and 7 to add up to four additional data fields to the default sort. Note: A maximum of 5 data fields can be selected for the default sort. In the Selected Data Fields list, use the Promote and Demote buttons to arrange the fields in the desired sort order for printing. To sav

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

Set Up Labels Template Properties

On the Options tab you can select label information. You cannot access the tab when you are modifying a form template. You also set up postcards for laser printing in the same manner as label templates. To print postcards, select one of the postcard options from the Product Number list on the Options tab. In File Maintenance, select System > Label Templates. The Label Templates List window opens. Open the template. Select Template Properties on the Label Template toolbar. The Template Properties window opens. Select the brand of labels to use in the Label Products field. Select Custom to enter your own dimensions. In the Product Number field, select the label number you want to use. The list changes depending on the label product you choose. The dimensions display in the Label Information section. In the Print Information section, select one of the following kinds of label products: Laser: Prints to Avery or custom labels. Custom: The options in the Label Products field changes to addi

File Maintenance Help for NextGen® Enterprise 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. Parent topic: Forms

File Maintenance Help for NextGen® Enterprise 8

Create Forms

Form templates enable you to create templates that can then be used for printing the practices' forms. Using form templates allows you to customize the forms to best meet your needs. A form template can only be one page in length. You cannot rename a form template. Open File Maintenance. Select System Master Files, then PM, and then Forms. The Forms List window opens. Do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. You can also double-click to open the item. The Form Design window opens. Select Insert Data Field on the form toolbar. The NextGen Data Repository window opens. Insert or modify the data fields. If necessary, modify the template properties. Select Save on the form toolbar. The Save Form Template window opens. Enter the template name, and then select OK. In the Form Template Name field, enter a name for the template, and then select OK. Create

Set Up a Default Sort Order for Printing

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Change the Default Sort Order when Printing in Batch Mode

Set Up a Default Sort Order for Printing

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Change the Default Sort Order when Printing in Batch Mode

Set Up a Default Sort Order for Printing

Form and Label Templates Printing Sort Order

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