NextGen Knowledge Center

Set up a Template as Favorite

In User Settings, you can set up medical records and demographic templates as favorite that appear in the Chart list, which you can access directly from NextGen Care® Population Management Hub.

  1. Open NextGen Care® Population Management Hub.
  2. Select the settings icon.
    The Settings window opens.
  3. On User Settings, select Templates and then do one of the following:
    • To open medical record templates, select Medical Records.
    • To select demographic templates, select Demographics.

    The Available Templates section lists the templates as per the selected template type.
  4. From the Available Templates list, select a template to set as favorite and select Add.
    The selected template appears in the Favorite Templates list.
  5. To change the position of the in the Chart list, select the template from the Favorite Templates list and select the up or down arrow icons accordingly.
  6. Select OK.
    The favorite templates appear in the Chart list in the selected order.