NextGen Knowledge Center

Set Home Page - ORT as Your Default Template

The recommended workflow for the specialty is to begin a client encounter on the Home Page - ORT template. You can open the home page template for an encounter from the Templates module or set it up as the template that automatically opens for every new visit.

  1. From the File menu, select Tools > Preferences.
    The Preferences template appears.
    Preferences template

  2. Select the Templates tab.
  3. Click the down arrow in the Default Template field to select ort_home_page.
    Set ort_home_page template as default

  4. If required, select the option to Open from Work Flow Appts.
  5. Click OK to save the new preference.