Changing Field Styles

NextGen® Enterprise EHR Template Editor Help 8

Change Field Style Trigger

The Change Field Style action enables you to change the style of the selected data entry (edit), check box, radio button, and note fields. Depending on the field type, you can apply the Normal, Read-Only, Required, or Required Read style. You can select one or multiple fields at a time using a single trigger. For example, you can set up triggers to change the field style to Read-Only for all fields containing lab results after these fields are populated. Follow the applicable steps in General Trigger Setup. Select the Change Field Style action. The Change Field Style window lists all of the template fields that can change field style. In the Available Template Fields pane, select each field for which you want to change style, and select Add. The selected field displays in the Fields to Change pane and the OK button is enabled. You can select the multiple fields by selecting the Ctrl button. You can remove the selected fields by selecting the fields from Fields to Change pane and select

NextGen® Enterprise EHR Template Editor Help 8

Template Fields

You can insert fields on a template and share, copy, and adjust their appearance and layout. Note: Some template types have limited template field availability. Template Field Types Using the Spelling Checker Adding Fields to a Template Insert a Label Field Insert Data Entry You can modify the properties of templates by inserting a data entry. Insert Check Box You can modify the properties of templates by inserting a check box. Insert a Button Field Insert a Data Sheet Field Insert Radio Button You can modify the properties of templates by inserting a radio button. Insert an Active Text Field Insert an Active Image Field Insert a Note Field Insert a Web Browser Field Insert a Graph Field Insert a Patient Image Field Insert an Order Control Field Insert a Collapsible Panel Field Insert a Sub Template Field Inserting a Component Field Adjust Field Properties and Layout Copy Fields within the Same Template Delete Fields Select Fields on a Collapsible Panel

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field With Triggers as a Local Field

You can copy a native or shared field with or without triggers to use it as a local field for temporary work on a template. A local field is not saved to the database. Note: You can copy only check box, data entry (edit), or radio button fields as local fields. To display copy options, right-click the field, and then select Copy Field with Triggers. Select CTRL+L. The window for inserting the selected field type appears. For example, if you select a radio button field, the Insert Radio Button window opens. Note: The Table name is automatically set to local. If you are copying a radio button field, enter a new name or select an existing name for the radio button in the Field box and the field value in the Value box. Retain the copied field properties or modify any of them as needed. Select OK. The field appears in front of the copied field on the template. The Paste Triggers window opens. The Find box contains the name of the field being copied, and the Replace With box contains the nam

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field with Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. For information on copying and pasting triggers only, see Copy a Trigger. For another method of copying a field with triggers, see Copy Triggers from the Triggers window. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field with Triggers. In the template, right-click where you want to place the copied field, and then select Paste Field. Select the field, and select CTRL+C. In the template, select where you want to place the copied field, and then select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name

NextGen® Enterprise EHR Template Editor Help 8

Copy Fields within the Same Template

You can copy and paste active text, check box, edit (data entry), or radio button fields with or without triggers within the same template only. The fields can be native to the template or shared from another template. When you right-click a field or in the template body, a menu displays the available copy and paste options: Copy Field. Copies the field only. Copy Field with Triggers. Copies the field and its triggers. Paste Field. Pastes the field if you selected Copy Field. Pastes the field and its triggers if you selected Copy Field with Triggers. Alternatively, you can use keyboard commands to copy a selected field and any associated triggers to a new field on the same template. You can copy and paste existing local template fields the same way you do other fields. You can also copy a field with or without triggers as a local field using a keyboard command. Copy a Field without Triggers Copy a Field with Triggers Copy a Field With Triggers as a Local Field Copy a Field Without Trig

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field without Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field. In the template, right-click where you want to place the copied field, and select Paste Field. Select the field, and then select CTRL+C. In the template, select where you want to place the copied field, and select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name. If you copy a shared field, the table name for the new field is taken from the native template (the template currently open), not the source template for the shared field. In the Field box

Changing Field Styles

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Change Field Style Trigger

Template Fields

Copy a Field With Triggers as a Local Field

Copy a Field with Triggers

Copy Fields within the Same Template

Copy a Field without Triggers

Change Field Style Trigger

Template Fields

Copy a Field With Triggers as a Local Field

Copy a Field with Triggers

Copy Fields within the Same Template

Copy a Field without Triggers