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Modify a Template
Note:
Avoid modifying existing templates in your production environment. Perform all template development in the test environment only.
Open the template.
Make all of the necessary changes, following the procedures for setting up fields and triggers and adjusting template properties and preferences.
To save your changes, do one of the following:
On the
Main
toolbar, select
Save
.
From the
Menu
bar, select
File
, and then select
Save
.
The template is saved in the database with the modifications you made.
To save the template as part of one or more template sets, select
File
, and then select
Save As Template Sets
.
The
Save As Template Sets
window opens.
Select the checkbox for each template set that you want to assign the template to.
Select
OK
.
See also
Open a Template
Modify a Template
NextGen® Enterprise EHR Template Editor Help, 8.3.1
Open a Template
Do one of the following: On the Main toolbar, select Open. From the Menu bar, select File, and then select Open. The Open window opens with Templates selected by default. To quickly find a template by name, do the following: Select the Template Name (default) or Display Name option. Enter the first few letters of the name in Template name. The window displays the group of template snippets that start with that name. To narrow your search by template type or set, make a selection from the Template type list. Double-click the template you want to open. The template opens. To close the template, from the File menu, select Close. Parent topic: Template Setup
NextGen® Enterprise EHR Template Editor Help 8
Modify a Template
Note: Avoid modifying existing templates in your production environment. Perform all template development in the test environment only. Open the template. Make all of the necessary changes, following the procedures for setting up fields and triggers and adjusting template properties and preferences. To save your changes, do one of the following: On the Main toolbar, select Save. From the Menu bar, select File, and then select Save. The template is saved in the database with the modifications you made. To save the template as part of one or more template sets, select File, and then select Save As Template Sets. The Save As Template Sets window opens. Select the check box for each template set that you want to assign the template to. Select OK. Parent topic: Template Setup
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, 8.3.1
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
Set up Save Template Trigger
The Save Template action automatically saves the template. CAUTION: If you set up a Launch Document Trigger, and the template contains data that needs to be displayed on the launched document, set up a Save Template or Set up Save & Close Template Trigger first on the same field. Follow the applicable steps in General Trigger Setup. Select the Save Template action. If necessary, set up a specific condition for the Save Template action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger See also Launch Document Trigger Set up Save & Close Template Trigger General Trigger Setup
NextGen® Enterprise EHR Template Editor Help 8
Set up Save Template Trigger
The Save Template action automatically saves the template. CAUTION: If you set up a Launch Document Trigger, and the template contains data that needs to be displayed on the launched document, set up a Save Template or Set up Save & Close Template Trigger first on the same field. Follow the applicable steps in General Trigger Setup. Select the Save Template action. If necessary, set up a specific condition for the Save Template action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger
