Modify Templates

NextGen® Adaptive Content Engine Help Enterprise 8

Copy a Staging Record with or without Changes

You can make a copy of a record from the current encounter or from a previous encounter. If you open a record from a previous, locked encounter, the Save & Close button is disabled and a Locked Encounter notice appears. Locked Encounter Note: You cannot update or delete records that belong to a locked encounter. However, you can modify a record from a locked encounter and save it as a new record. Access the Onc Treatment Summary template and scroll to the Staging panel. Locate and select the record to be copied on any of the panel grids. Click Edit for the grid where you selected the record. The Cancer Details template appears. Optionally, make changes to any of the editable data fields. Click Save as New Record. You are returned to the Onc Treatment Summary template. A new record appears in the grid. Parent topic: Stage a Cancer

NextGen® Adaptive Content Engine Help Enterprise 8

Edit Staging Records

You can only edit records created during the current encounter. However, you can edit a record from a locked encounter and save it as a new record. Access the Onc Treatment Summary template and scroll to the Staging panel. Locate and select the record to be edited on any of the panel grids. Click Edit for the grid where you selected the record . The Cancer Details template appears populated with data from the selected record. Make the necessary changes to the editable data fields. Click Save & Close. You are returned to the Onc Treatment Summary template and your changes appear in the grid. Parent topic: Stage a Cancer Related tasks Copy a Staging Record with or without Changes

NextGen® Enterprise EHR Help

Conditions for Changing Information in Locked Encounters

When an encounter is locked, you can change some information only under certain conditions: You can add or modify notes because they are linked to the device record instead of the encounter. You can modify the date device was placed. You can activate and deactivate devices. You cannot modify the date the device was removed. To change the date, you would have to first deactivate the device. You can link and unlink a procedure only when the original encounter was selected. If Enterprise Chart is turned on and you open a device record that originated in another practice: You can add or modify notes. You can modify the date device was placed. You can activate and deactivate devices. You cannot modify the date the device was removed. To change the date, you would have to first deactivate the device. You cannot link or unlink a procedure. Parent topic: Implantable Devices List

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

NextGen® Enterprise EHR Help

Add a Template to a Case

The Case Management Templates enable you to save data related to a specific Case. A Case Management Template stores all information pertinent to a specific Case without a relation to an Encounter. The Case Management tab of the Select Template window is available when: The Case View Management check box is selected on the My Patient History Settings | Encounter History window. Note: Case Management Templates are practice-specific. If you enable Enterprise Case functionality, Case Management Templates are Enterprise-wide. Select a case. Select the Template button on the Top toolbar. The Select Template window with the Case Management tab opens. Select an applicable Case Management Template. Select OK. The selected template is displayed. Enter all necessary information. Save the Template. The saved Template is automatically attached to the selected case. You can review or modify the template. Parent topic: NextGen Enterprise EHR -Specific Features

NextGen® Therapy Suite Help 30.3.13.0

Use Get Data

Get Data copies template entries from a previous encounter with the patient into the current encounter template. Data entry becomes more efficient because you can update entries as needed instead of entering data in every field. You can use Get Data to enter information for exams and in other templates where the button is available. Select the Get Data button. The Encounter picklist opens. Select the encounter you want to copy data from, and then select OK. The fields fill in according to the selections saved from the previous encounter. Update any fields where the patient information has changed. Select Save & Close. Parent topic: Navigation and Documentation Shortcuts

Modify Templates

Recommendations

Copy a Staging Record with or without Changes

Edit Staging Records

Conditions for Changing Information in Locked Encounters

View Medical Records and Demographic Templates

Add a Template to a Case

Use Get Data

Copy a Staging Record with or without Changes

Edit Staging Records

Conditions for Changing Information in Locked Encounters

View Medical Records and Demographic Templates

Add a Template to a Case

Use Get Data