Edit a Template Set

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Create a Template Set

From the Menu bar, select Tools, and then select Template Sets. The Template Sets window opens. Select New. The New Template Set window opens. Enter the name of the new template set, and then select Add. The new set is created and the list of all available templates appears. You can begin assigning templates to the template set. Note: You cannot delete a template set. If a template set is no longer needed, you can disable it. Repeat Steps 1-3 to create all necessary template sets. Select Close. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Assign Templates to a Set

In the Template Sets window, from the Template Sets list, select the applicable set. From the list of Available Templates, select any templates that you want to assign to the selected set. Select Move Right. All selected templates are assigned to the set. Note: To assign all Available Templates, select Move All Right. Select Save. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Disable a Template Set

If a specific template set is no longer required for your Enterprise, you can disable it. In the Template Sets window, from the Template Sets list, select the template set you want to disable. Delete all templates that are assigned to the template set. Note: You cannot disable a template set that contains templates. In the Assigned window, select all templates, and then select Move Left or Move All Left. Select Disable. A warning window opens. To disable the template set, select Yes. Select Save. If the disabled template set becomes necessary at a later time, select the set, and then select Enable. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Edit a Template Set

In the Template Sets window, from the Template Sets list, select the set you want to edit. Do the following edits as per your requirement: To add one or more templates, in the Available window, select the templates you want to add to the set, and then select Move Right. To delete one or more templates, in the Assigned window, select the templates you want to delete from the set, and then select Move Left. To edit the name of the template set, select Edit to display the Edit Template Set window, enter the new name for the set, and then select OK. Select Save. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Create a Template Set

From the Menu bar, select Tools, and then select Template Sets. The Template Sets window opens. Select New. The New Template Set window opens. Enter the name of the new template set, and then select Add. The new set is created and the list of all available templates appears. You can begin assigning templates to the template set. Note: You cannot delete a template set. If a template set is no longer needed, you can disable it. Repeat Steps 1-3 to create all necessary template sets. Select Close. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Assign Templates to a Set

In the Template Sets window, from the Template Sets list, select the applicable set. From the list of Available Templates, select any templates that you want to assign to the selected set. Select Move Right. All selected templates are assigned to the set. Note: To assign all Available Templates, select Move All Right. Select Save. Parent topic: Template Sets

Edit a Template Set

Recommendations

Create a Template Set

Assign Templates to a Set

Disable a Template Set

Edit a Template Set

Create a Template Set

Assign Templates to a Set

Create a Template Set

Assign Templates to a Set

Disable a Template Set

Edit a Template Set

Create a Template Set

Assign Templates to a Set