Remove a Template Default Set

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create a New Copy of an Existing Template Default Set

Select a row in the grid in the Currently Available Template Default Sets section with the template default set you wish to copy. In the Copy/Delete Selected Set section, enter a name in the New Set Name field. Click the Copy Set button. The copy of the selected template default set appears in the grid under the Currently Available Template Default Sets section, added to the end. Parent topic: Template Default Sets Panel

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Access the Template Defaults Setup System Template

From the File menu, select System \ Practice Template. The Select Template window appears. In the Show section, select All to see a list of system templates. To access the Template Defaults Setup template, do one of the following: Double-click Template Defaults Setups. Select Template Defaults Setup and then click OK The Template Defaults Setup template appears. Parent topic: Template Default Sets Panel

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter Template Default Set Values

The Template Default Set Values section displays the default values assigned to the set. The fields below the Template Default Set Values grid are used to assign default values to specific fields in the default set. Select a row from the grid in the Currently Available Template Default Sets section. The existing default values associated with the selected set appear in the grid under the Template Default Set Values section. To add a new default value in the Template Default Set Values section: Click the Template Name field and select a template from the list. Click the Field Name field to select a field from the list. In the Default Value field, enter a new default value. Click the Add Value button. The newly added value appears in the grid under the Template Default Set Values section. To update an existing default value: Highlight a grid row to modify. The data displays in the corresponding fields below the grid. Make changes as need and click Update Value. Parent topic: Template Def

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

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

Template Default Sets Panel

The Template Default Sets panel is where you can create new default sets, copy an existing set, and delete sets, as needed. Default sets can be created for different clinical scenarios based on the patient characteristics such as age, sex, or diagnosis. Types of Template Default Sets Access the Template Defaults Setup System Template Add a New Template Default Set Edit a Template Default Set Create a New Copy of an Existing Template Default Set Remove a Template Default Set Enter Template Default Set Values Parent topic: Template Defaults Setup System Template

Remove a Template Default Set

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Create a New Copy of an Existing Template Default Set

Access the Template Defaults Setup System Template

Enter Template Default Set Values

Edit a Template Default Set

Add a New Template Default Set

Template Default Sets Panel

Create a New Copy of an Existing Template Default Set

Access the Template Defaults Setup System Template

Enter Template Default Set Values

Edit a Template Default Set

Add a New Template Default Set

Template Default Sets Panel