Modify Templates

NextGen® Enterprise EHR Help

Modify Templates

You can modify the data saved to a template if it is not attached to a locked encounter. If the encounter is locked, you can create a new custom encounter, and attach the same template to it to update the information. On the Encounter History tab, select the encounter that contains the template you want to update and select the button. Select the template to open it. Enter the required modifications. Note: If you are working with a Group Medical Records template, any modifications you enter and save are committed to all of the charts for patients who are members of the specific patient group. Enter Save. Parent topic: Using Templates See also Bill All Charges on a Case to One Encounter

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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 See also Access the Onc Treatment Summary Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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 See also Copy a Staging Record with or without Changes Access the Onc Treatment Summary Template

NextGen Behavioral Health Suite Help 5.6

Modify an Existing Group Encounter

You can change an existing group encounter's date as well as time using the Group Encounter Management (BH) template. From the Existing Group Encounters section, select in the Patient Group field. A Group List picklist opens. From the Group List picklist, select the group name and then select OK. The most recent 15 encounters for that group are displayed under the Group Encounters section. Group Encounters section From the Group Encounters section, select an encounter.A list of all clients that are part of the group encounter displays in the Participant List grid. Participant List grid Note: The Charge Qty and Document Qty columns in the Participant List grid displays a 1 when the encounter includes either a charge or a generated document for this client. If the Charge Qty displays a 1, then it is too late to change the encounter date. If a 0 is displayed, the encounter has not yet been billed or a document has not yet been generated in the selected encounter. Participant List grid To

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

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

Modify Templates

Recommendations

Modify Templates

Copy a Staging Record with or without Changes

Edit Staging Records

Modify an Existing Group Encounter

Conditions for Changing Information in Locked Encounters

Conditions for Changing Information in Locked Encounters

Modify Templates

Copy a Staging Record with or without Changes

Edit Staging Records

Modify an Existing Group Encounter

Conditions for Changing Information in Locked Encounters

Conditions for Changing Information in Locked Encounters