Selecting a Template

NextGen® Enterprise EHR Help

Selecting a Template

This section explains how to select and open the following types of templates in NextGen® Enterprise EHR: Medical Records and Demographics templates System and Practice templates Group Medical Records templates Case Management templates View Medical Records and Demographic Templates You can view the medical records and demographics templates in NextGen Enterprise EHR. View System and Practice Templates Group Medical Records Templates Case Management Templates Parent topic: Using Templates

NextGen® Enterprise EHR Help

Case Management Templates

Case Management templates allow you to save data related to a specific case. A Case Management template stores all information for a specific case without relation to an encounter. The Case Management tab of the Select Template window is available only if the following conditions are met: Case Management is turned on. Case View is turned on. A case is selected. For more information on cases, go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen Enterprise. Note: To select a Case Management template, follow the steps in Medical Records and Demographics Templates. Parent topic: Selecting a Template

NextGen® Document Management User Guide,

Open NextGen® Enterprise EHR Templates from NextGen Document Management

In NextGen® Document Management, you can select NextGen® Enterprise EHR demographic and MRN templates, and then open them in NextGen® Enterprise EHR. Open NextGen® Document Management. Locate and open a document in the viewer. On the viewer toolbar, select a template from the list next to the Launch EHR Template button. Template Selection field Select the Launch EHR Template button. The NextGen® Enterprise EHR application opens the selected template. Parent topic: Using NextGen Document Management with Other Applications

NextGen® Document Management Help,

Open NextGen® Enterprise EHR Templates from NextGen Document Management

In NextGen® Document Management, you can select NextGen® Enterprise EHR demographic and MRN templates, and then open them in NextGen® Enterprise EHR. Open NextGen® Document Management. Locate and open a document in the viewer. On the viewer toolbar, select a template from the list next to the Launch EHR Template button. Template Selection field Select the Launch EHR Template button.The NextGen® Enterprise EHR application opens the selected template. Parent topic: Using NextGen Document Management with Other Applications

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

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

Selecting a Template

Recommendations

Selecting a Template

Case Management Templates

Open NextGen® Enterprise EHR Templates from NextGen Document Management

Open NextGen® Enterprise EHR Templates from NextGen Document Management

View Medical Records and Demographic Templates

View Medical Records and Demographic Templates

Selecting a Template

Case Management Templates

Open NextGen® Enterprise EHR Templates from NextGen Document Management

Open NextGen® Enterprise EHR Templates from NextGen Document Management

View Medical Records and Demographic Templates

View Medical Records and Demographic Templates