Create Template Default Sets in Run Time

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Template Defaults Setup System Template

The Template Defaults Setup system template is the central location for managing and configuring template default sets. NextGen® Adaptive Content Engine (formerly NextGen KBM) is packaged with default sets that are used throughout the different specialties. The related Template Default Sets system template enables you to configure default sets that can later be applied to a template in run time. A default set includes specific values that populate the assigned data fields. Template default sets can also be created in run time using the Quick Save icon. To apply default values, open a template having one or more default sets, then select a default set to quickly populate the data fields with the values contained in the selected set. You can edit the values and make necessary changes in the applicable fields before saving or closing the template. The template default sets and values, including provider access information, can be added, modified or deleted in the Template Defaults Setup s

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create Template Default Sets with Quick Save

You can create a default template set using the Quick Save template. To create a template default set for data you entered on a template or panel, use the Quick Save template. Open NextGen® Enterprise EHR. Select the Quick Save button.The Quick Save template opens. Quick Save Note: The Options panel is unavailable. In the Save As field, enter a name for the Quick Save default set.NextGen Healthcare recommends entering a name in the <your initials> <gender> <default name> format (for example, AK_female_Asthma HPI). Select one of the following: All Specialties sets the Quick Save settings to be available across all specialties. This option is set as the default. Current Specialty Only sets the Quick Save settings to be available only in the currently opened specialty. Select Save & Close.The Quick Save default is been created and added to the Quick Save grid. Parent topic: Quick Save and Quick Load

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Save a Quick Note

The ability exists to save the current SOAP template as a Quick Notes default set. The information button at the top-left corner of the Quick Save template provides information on how to use this template to add, update, and remove a Quick Save default set. On the SOAP template, click the Quick Notes: Save button. The Quick Save template opens. Quick Save Note: The Options panel is grayed out. Enter the name of the default set in the Save As field. NextGen Healthcare recommends entering a name in the <your initial> <gender> <default name> format. For example, AK_female_Asthma HPI. Note: For gender specific defaults, use 'male' or 'female'. Select the appropriate speciality option: All Specialties - is set as the default. This option sets the Quick Save settings available across all specialties. Current Specialty Only - This option sets the Quick Save settings available only in the specialty currently open. Click Save & Close to save the default and close the Quick Save template. The Qu

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a New Template Default Set

You can add a new default set on the Template Default Sets panel of the Template Defaults Setup system template. In the Currently Available Template Default Sets section on the Template Defaults Setup system template, right-click over the grid and select Add New. The Template Defaults Sets - [New Record] template opens. Click the Type field and select the appropriate default set type from the list. Refer to Types of Template Default Sets. Click the Category field to select an appropriate value from the DB picklist. In the Set Name field, enter a name for the template default set. Click the Specialties field and select only the specialties using this default set from the list of specialty abbreviations. Select all to enable all specialties to use this default set. Click Close to exit the list. If applicable, enter qualifier data to distinguish different sets from one another in the any of the following fields: For example, a qualifier may be used to differentiate between Adult and Pedia

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Quick Save and Quick Load

You can create default sets for a template or a panel quickly for future or other patient encounters. The Quick Save and Quick Load buttons are available on multiple templates and panels. For example, you can access these buttons on the Asthma - HPI template in the Reason for Visit panel. You can save multiple Quick Save buttons for different scenarios based on patient characteristics such as age, sex, or other specific clinical scenarios. Quick Load Quick Save You can use the Quick Save template to do the following: Create a quick save default set template. Update a quick save default set that is generated from a single template. Remove a quick save default set template. With Quick Load you can use a previously created default set in the current template or panel. Create Template Default Sets with Quick Save You can create a default template set using the Quick Save template. Update a Quick Save Default Set for a Single Template You can update a quick save default set for a single tem

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Edit a Template Default Set

You can edit an existing template default set in the grid in the Currently Available Template Default Sets section. Note: A NextGen® Adaptive Content Engine upgrade overwrites any modifications to the original default sets that are packaged as a part of the NextGen® Adaptive Content Engine. Before a template default set is modified, it is recommended that you create a copy of the existing set and make customizations to the new set. Double-click a row in the grid in the Currently Available Template Default Sets section.The Template Default Sets - [record # of total # ] template opens. Make necessary changes in the applicable fields. Click Save, and then click Close. Parent topic: Template Default Sets Panel

Create Template Default Sets in Run Time

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Template Defaults Setup System Template

Create Template Default Sets with Quick Save

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Create Template Default Sets in Run Time

Template Defaults Setup System Template

Create Template Default Sets with Quick Save

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Add a New Template Default Set

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