Patient Item Template Trigger

NextGen® Enterprise EHR Help

Opening Patient Chart Items from Data Sheets

Templates may contain Case Sheets, Encounter Sheets, or Summary Sheets that display saved templates, documents, reports, emails, and images from the patient's encounters. The Summary Sheet displays all items for all encounters. The Encounter Sheet displays all items for the selected encounter. The Case Sheet displays all items related to the case from all encounters. You can double-click a displayed item in the data sheet to open it. If you open a template (regular or non-Extended Popup), you can enter data in it and save it. CAUTION: To view and work on templates, documents, reports, emails, and images in NextGen® Enterprise EHR, you must be granted the appropriate rights in the System Administrator application. If you are not authorized to work with a particular item, it is labeled Restricted. Parent topic: Patient Chart Items

NextGen® Enterprise EHR Help

Launching Document Trigger Run Time

A template may be configured with a Launch Document trigger that you can execute to generate a preselected document, open it in your document viewer and save it to the patient's chart. Depending on the trigger setup, the document may be: Generated offline. If the Select Generator/Printer window opens, you can select the server and printer from the Generator and Printer lists, and select OK. Sent to the NextGen® PxP Portal website if the patient is enrolled in it. On the resulting Patient Portal Document Export window, you can add comments or a standard response, and select Send. For more information on Patient Documents, go to NextGen Healthcare Success Community and download the latest Documents User Guide (TX Text Control) for NextGen® Enterprise EHR. Printed to a designated printer. Parent topic: Patient Chart Items

NextGen® Enterprise EHR Help

Patient Item Template Trigger

You can execute a predefined Patient Item trigger on a Medical Records (MR), Group MR or Sidebar template to quickly open an existing patient chart document or image without searching the patient's encounter tree. The item can be under any locked or open encounter on the patient's chart. You can launch the following types of patient items: Document Email Document Management image Image Patient Education topic Report If you open a patient item under a locked encounter, you cannot make any changes to the patient item. You can change a patient item under an unlocked encounter, and save the changes to that encounter. If the Enterprise Chart option is selected for the patient, you can execute the Patient Item trigger for the same patient, encounter, and item in another practice of an enterprise. Parent topic: Patient Chart Items

NextGen® Enterprise EHR Help

Patient Chart Items

Patient chart items include documents, images, notes, emails, and reports. This section provides information on: Storing patient chart items in multiple storage locations. Opening patient chart items from a data sheet or from a Patient Item trigger. Generating patient documents from the Launch Document trigger. Multiple Storage Locations for Patient Chart Items You can now store the patient chart items in separate directories. Opening Patient Chart Items from Data Sheets Patient Item Template Trigger Launching Document Trigger Run Time Parent topic: Using Templates

NextGen® Enterprise EHR Template Editor Help 8

Set up Patient Item Trigger

The Patient Item action launches an existing patient chart document or image by its ID for quick viewing without searching the patient's encounter tree. The item can be under any locked or open encounter on the patient's chart. You can launch the following types of patient items: Document Email Document Management (ICS) image Image Patient Education topic Report To use the Patient Item trigger, set up another trigger to assign the specific patient encounter item ID to a template variable or field. For example, you can create a patient document ID variable and a Summary Sheet that displays patient document information. You can then assign the item ID from a Row Selected event/Assign Field Value trigger on the Summary Sheet to the patient document ID variable. You can place the Patient Item trigger on a Medical Records (MR) template, Group MR template or a Sidebar template. Note: Patient chart items can also be launched directly from an Encounter Sheet, Summary Sheet, or Case Sheet on a

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set up Patient Item Trigger

The Patient Item action launches an existing patient chart document or image by its ID for quick viewing without searching the patient's encounter tree. The item can be under any locked or open encounter on the patient's chart. You can launch the following types of patient items: Document Email Document Management (ICS) image Image Patient Education topic Report To use the Patient Item trigger, set up another trigger to assign the specific patient encounter item ID to a template variable or field. For example, you can create a patient document ID variable and a Summary Sheet that displays patient document information. You can then assign the item ID from a Row Selected event/Assign Field Value trigger on the Summary Sheet to the patient document ID variable. You can place the Patient Item trigger on a Medical Records (MR) template, Group MR template or a Sidebar template. Note: Patient chart items can also be launched directly from an Encounter Sheet, Summary Sheet, or Case Sheet on a

Patient Item Template Trigger

Recommendations

Opening Patient Chart Items from Data Sheets

Launching Document Trigger Run Time

Patient Item Template Trigger

Patient Chart Items

Set up Patient Item Trigger

Set up Patient Item Trigger

Patient Item Template Trigger

Opening Patient Chart Items from Data Sheets

Launching Document Trigger Run Time

Patient Item Template Trigger

Patient Chart Items

Set up Patient Item Trigger

Set up Patient Item Trigger