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NextGen® Enterprise EHR Template Editor Help 8

Update a Variable

You can update the value of the variables added for the templates. Open the Setup Variables window. Select System, Patient, Template or Encounter. A list containing the variable, opens. Select the variable from the list you want to update. Select Update to save the changes. The updated variables appear in the selected template's list. Parent topic: Setting Up System, Patient, Template, and Encounter Variables

NextGen® Enterprise EHR Template Editor Help 8

Set Up Variables

You can add, update, or remove the variables. You can use the Script It button in the Setup Variables window to create the code snippet for the selected variable. In the Trigger Scripts, you can copy the code snippet to the clipboard and paste into a trigger script. To open the Setup Variables window, do one of the following: On the Main toolbar, select Variables. In the Trigger Info or Assign Field Value window, right-click a variable in the Variables list, and then select Setup Variables. Right-click anywhere on the body of a template and then select Variables from the shortcut menu. The Setup Variable window opens, with four color-coded tabs that list existing System (pink), Patient (green), Template (blue), and Encounter (purple) variables. From the Scope list, select System, Patient, Template, or Encounter. Note: To create a Template variable, you must open an existing template before opening the Setup Variables window. Otherwise, the Template option does not appear in Scope list.

NextGen® Enterprise EHR Template Editor Help 8

Search Trigger Values

You can search for specified values in conditions and parameters for selected types of triggers in the currently open template. The search values can include fields, variables, functions, characters, or other values. You can then select a trigger from the search results for editing. Do one of the following: To automatically populate the search value with a specific template field, either: Right-click the field, and then select Find in Triggers from the menu. Select the field, and then select Find in triggers on the Main toolbar. To manually enter the search value, select Find in Triggers on the Triggers window. The Find In Triggers window opens. If applicable, the search value box displays the selected field. The window contains check boxes for commonly used triggers and for conditions. The Conditions and Assign Field Value check boxes are selected by default. If the search value is blank or you want to change it, enter the value in the input box. To select the applicable trigger check

NextGen® Enterprise EHR Template Editor Help 8

Set up Alert Trigger

The Alert action triggers the display of a custom message window. You can create a static message or set up an expression to return a message value dynamically at run time using the Evaluate feature. For example, you can create an expression to display a message that shows the current patient's name, a field entry, or a true (1) or false (0) value. Follow the applicable steps in General Trigger Setup. To open the Alert window, select the Alert action. In the Caption box, enter the title you want to appear on the message window. To create a static message, enter the fixed message text in the Text box. To create a dynamic message, select the Evaluate check box. Note: If you do not select the Evaluate check box, the message displays the expression itself, not the value returned from the expression. Enter any fixed message text and an expression to return the message value and do one of the following: Enter the text and expression directly in the Text box. To display the Assign Field Value

NextGen® Enterprise EHR Template Editor Help 8

System Template Active Image List Pick Actions

Note: You must first set up a DBPickList or Pop-Up trigger on the same field to display the options that can be picked. Alert Assign Field Value Assign Note Value Change Field Color Change Field Style Disable Control Enable Control Fax Report Goto Field Grid Row Select Hide Item Launch Application Launch Template Lookup External Id Modify Patient Patient Education Patient Problem PickList Pop-Up Print Report Refresh Data Grid Refresh Sidebar Refresh Template Region Highlight Reports Save Template Save & Close Template Send Email Service Item Lookup Set Default Values Show Item Stored Procedure System Password Toggle Panel Trigger Script Upload Extended Data Web Navigate Web XChange Parent topic: System Template Events and Actions

NextGen® Enterprise EHR Help

View System and Practice Templates

System and Practice templates store any necessary information without relation to either a patient or an encounter. Do one of the following: From the NextGen® Enterprise EHR Menu bar, select File, and then select System\Practice Template. If available, execute a template field trigger for selecting System and Practice templates. The Select Template window opens. To open templates of that type, select the System (default) or Practice tab. In the Show section, select one of the following options: All. All of the available system or practice templates. Preferred. Only your user-defined, preferred list of templates. Yo can use the Templates Preferences feature of NextGen® Enterprise EHR to define the list of preferred templates. Categories. Not applicable. System and practice templates cannot be assigned to a category. Double-click a template to open it. Parent topic: Selecting a Template

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Recommendations

Update a Variable

Set Up Variables

Search Trigger Values

Set up Alert Trigger

System Template Active Image List Pick Actions

View System and Practice Templates

Update a Variable

Set Up Variables

Search Trigger Values

Set up Alert Trigger

System Template Active Image List Pick Actions

View System and Practice Templates