Types of Template Default Sets

Default Set Type	Description/Use
NORMAL	Use the NORMAL set type to add normal or default values to certain physical exam types or review of systems.
DB_PICKLIST	Use the DB_PICKLIST set type to display default sets in a DB picklist.
SAVED_TEMPLATES	The SAVED_TEMPLATES set type is used with the Quick Save functionality in run time.

NextGen® Adaptive Content Engine Help Enterprise 8

Create Template Default Sets in Run Time

The Quick Save icon enables you to create template default sets in various locations throughout the NextGen® Adaptive Content Engine. This feature enables you to save selected data fields, check boxes, and options, under a unique template default set name. On any template with the Quick Save icon, populate the data fields and then select the check boxes and options to be included in the default set. Click the Quick Save icon.The Save Template Defaults template opens. The Default Set Category field populates based on the location of the Quick Save icon. The All Specialties option is selected by default to make the template default set available for all specialties. If you want this template default set to be available only for the current specialty, select the Current Specialty Only option. The Template to Save section enables you to select the templates to be included in the set. The Save All Templates option is selected by default to save all the templates accessed in the current enco

NextGen® Adaptive Content Engine Help Enterprise 8

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

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

Remove a Template Default Set

On the Template Defaults Setup system template, select a row in the grid in the Currently Available Template Default Sets section, with the default set you wish to delete. In the Copy/Delete Selected Set section, click the Delete Set button. The selected default set is deleted from the grid. Parent topic: Template Default Sets Panel

NextGen® Adaptive Content Engine Help Enterprise 8

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. For more information on how to create a copy of the existing set, see Create a New Copy of an Existing Template Default 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

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

Types of Template Default Sets

Recommendations

Create Template Default Sets in Run Time

Add a New Template Default Set

Enter Template Default Set Values

Remove a Template Default Set

Edit a Template Default Set

Create a New Copy of an Existing Template Default Set

Create Template Default Sets in Run Time

Add a New Template Default Set

Enter Template Default Set Values

Remove a Template Default Set

Edit a Template Default Set

Create a New Copy of an Existing Template Default Set