NextGen Knowledge Center

Add a Template to the Preferred Templates List

To make the templates you most frequently use easier to access, you can select a list of preferred templates to display. You must set up separate preferred lists for Medical Records, Demographics, Group, System, Practice, and Case templates.
  1. Select the template type from the Template Type list.

    Medical Records is the default template type in the Template Type list.

    The available templates for that template type display in the Available Templates pane.

  2. Do one of the following:
    • For each template to add as a preferred template, select the template, and select the single-arrow button to add it to the Preferred Templates pane.
    • To move all templates to the Preferred Templates pane, select the double-arrow button.
  3. Select Apply.
  4. Select OK.