Edit Menu

Command	Function
Delete	Deletes the selected fields.
Select All	Selects all fields.
Copy	Copies the selected field.
Paste	Displays the window for inserting the selected field type.
Undo	Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or popup templates; setting up field properties or alignment; setting up template properties; or entering expressions.
Redo	Enables you to reverse the preceding undo action, up to 11 times.

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Main Toolbar

The following table describes the buttons on the Main toolbar from left to right: Toolbar Button Function Open Displays the Open window, enabling you to select and open a template or template snippet. Save Saves the current template. Delete Field Deletes the selected fields. You must confirm the deletion. Snippets & Sub Templates Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window. Save as User Workspace Saves fields and triggers to a personal user workspace. Expression Builder Bar Enables you to select a field on the template and build expression. Paste User Workspace Enables you to paste a user workspace containing fields and triggers to the current template or other opened templates within Template Editor. Undo Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or Popup templates; setting

NextGen® Enterprise EHR Template Editor Help 8

Edit Menu

Command Function Delete Deletes the selected fields. Select All Selects all fields. Copy Copies the selected field. Paste Displays the window for inserting the selected field type. Undo Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or popup templates; setting up field properties or alignment; setting up template properties; or entering expressions. Redo Enables you to reverse the preceding undo action, up to 11 times. Parent topic: Template Editor Main Window Components

NextGen® Enterprise EHR Template Editor Help, 8.3.1

File Menu

Command Function New Opens a new template for the selected template type. New Sub Template Creates a new sub template for the selected template type. Open Displays the Open window. Close Closes the current template. Save Saves the current template. Save As Template Sets Displays the Save As Template Sets window that enables you to save the current template to the selected template set(s). Copy Template Displays the Copy Template window that enables you to copy the current template. Display As Displays the Display As window that enables you to enter a template display name for the current template. Delete Displays the Delete window that enables you to delete the current template or template snippet. Open User Workspace Opens the user workspace for the selected template type. New Snippet Creates a new template snippet for the selected template type. Log Off Logs off Template Editor. Displays the Template Editor Logon window for you to exit the application or log back on. Exit Completely

NextGen® Enterprise EHR Template Editor Help, 8.3.1

View Menu

Command Function Toolbars Turns the Main, Fields, Format, Layout, and Quick Action toolbars on/off. Status Bar Turns the Status bar on/off. Grid Settings Displays the Grid Settings window. Grid Turns the grid on/off in the template design area. Resolution Guide Enables you to select or set up the screen resolution. Fields List Turns the field list pane on/off on the right side of the Template Editor main window. Snippets & Sub Templates List Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window. Triggers Displays the Triggers window. Properties Displays the Template Properties window or the properties window for a selected field. Parent topic: Template Editor Main Window Components

NextGen® Enterprise EHR Template Editor Help 8

Main Toolbar

The following table describes the buttons on the Main toolbar from left to right: Toolbar Button Function Open Displays the Open window, enabling you to select and open a template or template snippet. Save Saves the current template. Delete Field Deletes the selected fields. You must confirm the deletion. Snippets & Sub Templates Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window. Save as User Workspace Saves fields and triggers to a personal user workspace. Expression Builder Bar Enables you to select a field on the template and build expression. Paste User Workspace Enables you to paste a user workspace containing fields and triggers to the current template or other opened templates within Template Editor. Undo Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or Popup templates; setting

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Template Editor Main Window Components

The Template Editor main window opens when you launch the application. It contains the following elements: The Title bar displays the template name (template type) and contains controls for minimizing, maximizing, and closing the window. The Menu bar contains the File, Edit, View, Layout, Tools, and Help menus. Main toolbar Format toolbar Fields toolbar Quick Action toolbar The template design area is where you view, create, or edit a template. The template field list displays the name of each field on the currently open template. You can select a field in this pane to locate it in the design area. Layout toolbar Status bar You can drag any of the toolbars to another position at the top of the window or to the design area. If you move a toolbar to the design area, it becomes a detachable window that you can position vertically or horizontally. Main Toolbar Format Toolbar Layout Toolbar Fields Toolbar Quick Action Toolbar Status Bar File Menu Edit Menu View Menu Layout Menu Tools Menu T

Edit Menu

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Template Editor Main Window Components