General Trigger Setup

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Search Trigger Values

You can search for specified values in conditions and parameters for selected types of triggers in the currently open template. The search values can include fields, variables, functions, characters, or other values. You can then select a trigger from the search results for editing. Do one of the following: To automatically populate the search value with a specific template field, either: Right-click the field, and then select Find in Triggers from the menu. Select the field, and then select Find in triggers on the Main toolbar. To manually enter the search value, select Find in Triggers on the Triggers window. The Find In Triggers window opens. If applicable, the search value box displays the selected field. The window contains checkboxes for commonly used triggers and for conditions. The Conditions and Assign Field Value checkboxes are selected by default. If the search value is blank or you want to change it, enter the value in the input box. To select the applicable trigger checkbo

NextGen® Enterprise EHR Template Editor Help 8

General Trigger Setup

This section provides basic information on setting up triggers in Template Editor. It explains how to: Create a trigger for any field and trigger type, following regular setup steps Create a Quick Action trigger for selected fields and trigger types Enter a trigger condition Change a trigger Copy a trigger Disable a trigger Delete a trigger Validate trigger conditions and parameters Auto Check Triggers Set the order for multiple triggers for the same field event Auto Find in Triggers Syntax Check Triggers Template Synopsis Create a Trigger Creating a Quick Action Trigger Creating Triggers Using Selected Fields Setting up Trigger Conditions Validating Triggers Viewing Warnings Search Trigger Values Syntax Check Triggers Template Synopsis Auto Check Triggers Auto Find in Triggers Filter a Trigger Change a Trigger Add a Trigger Through Edit Function Copying a Trigger Create Additional Triggers for the Same Field Disable a Trigger Enable a Trigger Show or Hide Trigger Delete a Trigger Mana

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Change a Trigger

You can edit the field, event, action, or condition for an existing trigger. The edit function also provides a quick way for you to add a trigger based on an existing, simple trigger. This capability cannot be used for certain triggers that are tied to cross-reference tables (for example, the Assign Field Value trigger tied to the trig_mf_xref table). To open the Triggers window, do one of the following: Right-click anywhere on the template, and then select Triggers from the shortcut menu. On the Main toolbar, select Triggers. From the View menu, select Triggers. Select a specific field within the template. Select Triggers, select View > Triggers, or right-click the selected field, and then select Triggers from the shortcut menu. Note: The Copy and Paste buttons appear on the Triggers window only when you select a specific field on the template. In the Triggers window, select the trigger you want to change. Information entered for the selected trigger appear in the Trigger, Condition,

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Filter a Trigger

You can filter the added triggers in the Triggers window based on the enable or disable triggers, fields, events, and actions. All is an option for each filter. Right-click the template field or the template, and then select Triggers. The list of triggers appears in the grid. The total number of triggers appears in the triggers grid. You can filter the triggers based on fields, events, and actions. The filtered trigger appears in the grid. You can filter the trigger with the following options: All - Displays all the enabled and disabled triggers. Enable - Displays only the Enabled triggers. Disable - Displays only the Disabled triggers. All Fields - Displays all the fields. You can filter the required field in the grid by selecting the field from the Field list. All Events - Displays all the events. You can further filter the grid by selecting the required event from the Event list. All Actions - Displays all the actions. You can further filter the grid by selecting the required action

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Auto Check Triggers

The Auto Check Triggers function enables you to check trigger syntax for a single template or multiple templates at a time without opening them one by one. The trigger syntax check includes special characters such as ¼, ½, and ©. You can log errors to a specified file location. From the Tools menu, select Auto Check Triggers. The Auto Check Triggers window opens. In the Search box, enter the name of the trigger. You can include a wildcard symbol *. For example, you can search for Assign Field Value triggers. From the Type list, select the applicable template type: All, Case Management, Demographics, Medical Records, Practice, or System. In the Log to File box, enter the file path for the error log. The default location is the C:\root directory and TriggerValidation.txt file. Select OK. When the validation is completed, a message appears. Any errors found are logged to the specified file location. Parent topic: General Trigger Setup

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Auto Find in Triggers

The Auto Find in Triggers function enables you to search similar triggers for multiple templates at a time without opening the template one by one. You can log errors to a specified file location. From the Tools menu, select Auto Find in Triggers. The Auto Find in Triggers window opens. In the Search box, enter the name of the trigger. You can include a wildcard symbol *. For example, you can search for Assign Field Value triggers. From the Type list, select the applicable template type: All, Case Management, Demographics, Medical Records, Practice, or System. In the Log to File box, enter the file path for the error log. Note: If the file path is not entered, log file is not created and the limited result entries are displayed for viewing. You cannot access the results. Select OK. The search window opens. When the validation is completed, a message appears. Any errors found are logged to the specified file location. Parent topic: General Trigger Setup

General Trigger Setup

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Search Trigger Values

General Trigger Setup

Change a Trigger

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Auto Check Triggers

Auto Find in Triggers

General Trigger Setup

Search Trigger Values

General Trigger Setup

Change a Trigger

Filter a Trigger

Auto Check Triggers

Auto Find in Triggers