Templates Preferences

NextGen® Enterprise EHR Help

Templates Preferences

The Templates preferences enable you to do the following: Select specific templates to include in the Preferred list of templates in the Select Template window. Set up a default template for new encounters and for the Workflow module Appointments window. Assign a 3-dimensional view to read-only template fields. For more information on templates, go to NextGen Healthcare Success Community, and download the latest Templates User Guide for NextGen® Enterprise EHR . Add a Template to the Preferred Templates List Set up a Default Template Set up the 3D Look for the Template Fields Preference Parent topic: User Preferences

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Set Up Template Preferences

You can configure the default and preferred templates to automatically open the templates for an encounter. You can also configure the workflow after opening an encounter from the Workflow Appointment list. Open NextGen® Enterprise EHR. Select Tools > Preferences.The Preferences window opens. Preferences window Select the Templates tab. To move a commonly used template in the preferred list, select the template in the Available Templates list and then select the right arrow.The selected template appears in the Preferred Templates list. To select all templates, select the double-right arrow. To set a default template, from the Default Template list, select a template. Note: NextGen Healthcare recommends setting the Home Page (fts_home_page) template as a default template which provides a clinical summary of the patient to the provider. Preferences window To enable a user to open a default template from workflow appointment, select Open from Work Flow Appts. Select OK. Parent topic: Mana

NextGen® Enterprise EHR Help

Set up the 3D Look for the Template Fields Preference

The 3D Look check box on the Templates tab is selected by default to enable a 3 dimensional view for read-only template fields. All shared template fields display as a basic 2D representation. NextGen Healthcare suggests you keep the 3D Look on. To disable the 3D Look, clear the 3D Look check box. Parent topic: Templates Preferences

NextGen® Enterprise EHR Help

User Preferences

NextGen® Enterprise EHR enables system settings to be customized according to user-defined preferences. Copy User Preferences Change User Preferences General Preferences Medical Records Preferences Templates Preferences Medications Preferences Set up Formulary Browser Preferences Set up Reference Preferences NextGen HQM Quality Reporting Preferences Documents Preferences Parent topic: Using Layout and User Preferences

NextGen® Enterprise EHR Help

Add a Template to the Preferred Templates List

To make the templates you most frequently use easier to access, you can select a list of preferred templates to display. You must set up separate preferred lists for Medical Records, Demographics, Group, System, Practice, and Case templates. Select the template type from the Template Type list. Medical Records is the default template type in the Template Type list. The available templates for that template type display in the Available Templates pane. Do one of the following: For each template to add as a preferred template, select the template, and select the single-arrow button to add it to the Preferred Templates pane. To move all templates to the Preferred Templates pane, select the double-arrow button. Select Apply. Select OK. Parent topic: Templates Preferences

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

Templates Preferences

Recommendations

Templates Preferences

Set Up Template Preferences

Set up the 3D Look for the Template Fields Preference

User Preferences

Add a Template to the Preferred Templates List

View Medical Records and Demographic Templates

Templates Preferences

Templates Preferences

Set Up Template Preferences

Set up the 3D Look for the Template Fields Preference

User Preferences

Add a Template to the Preferred Templates List

View Medical Records and Demographic Templates