NextGen Knowledge Center

Map a Specialty and Template with a Custom Visit Type

Before you begin

You must add and map a new visit type using the Visit Type Configuration window. For more information, see Add and Map a Custom Visit Type.
  1. In NextGen® Enterprise EHR, open the Visit Type Configuration window.
  2. Select a specialty with which you want to map the custom visit type.
  3. Expand the Tabs and Subnavigation panel.
  4. In the Tabs section, click Visit Type, and then select a custom visit type from the picklist.
  5. To map the templates with the custom visit type, do the following:
    1. To map a template to be displayed in the first tab, click the Template list in the Tab 1 column, and then select the required template. For example, select fts_intake.
    2. Type the run-time name of the selected template. For example, type Intake.
    3. To map another template to be displayed in the second tab, click the Template list in the Tab 2 column, and then select the required template. For example, fts_finalize.
    4. Type the run-time name of the selected template. For example, Finalize.
  6. Click Add.
    The configured custom visit type and the mapped template details appear in the grid.
  7. Close the Framework Content system template from the navigation bar.
    A message appears prompting to save the changes.
  8. Click Save.