Set Up Template Preferences

You can configure the default and preferred templates to automatically open the templates for an encounter. You can also configure the workflow after opening an encounter from the Workflow Appointment list.

1. Open NextGen® Enterprise EHR.
2. Select Tools > Preferences.
   The Preferences window opens.

   

3. Select the Templates tab.
4. To move a commonly used template in the preferred list, select the template in the Available Templates list and then select the right arrow.
   The selected template appears in the Preferred Templates list.

   • To select all templates, select the double-right arrow.
5. To set a default template, from the Default Template list, select a template.
   Note: NextGen Healthcare recommends setting the Home Page (fts_home_page) template as a default template which provides a clinical summary of the patient to the provider.
   

6. To enable a user to open a default template from workflow appointment, select Open from Work Flow Appts.
7. Select OK.