Update a Group

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Add a Group

You can create a group with template and sub-template controls on the #Groups window. Open Template Editor. Open the required template or sub-template. On the main toolbar, select #Groups .The Group Detail window opens. Select Groups button.The #Groups window opens displaying the user-created and available implicit groups in the system for the selected template or sub-template. Enter the group name in the Name field. Select the required control type from the Control Type Association list. Note: By default, the control type is set to None. Enter a comment to represent the group in the Comment section. Select Add.The group is added. Select OK. On the Group Detail window, select the added group from the Group list. To filter the template fields, select the required field type from the Filter list. Note: By default, the filter is set to All. In the Available Template Fields section, select a field to add to the group. Note: If you want to select multiple fields, select and hold SHIFT, or C

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Delete a Group

You can delete an existing group from the #Groups window. Open Template Editor. Open the required template or sub-template. On the main toolbar, select #Groups .The Group Detail window opens. Select Groups button.The #Groups window opens. Select the existing group that you want to delete. Note: You must ensure that the group is not used in the template before deleting it. Select Delete.The group is deleted from the #Groups window. To close the Group Detail window, select OK. Parent topic: Template Groups

NextGen® Enterprise EHR Template Editor Help, 8.3.1

View the list of Groups

You can view the list of existing groups for a template and sub-template on the Group Detailwindow and Snippets & Sub Templates panel. Open Template Editor. Open the required template or sub-template. To view the list of groups from Group Detail window, select #Groups on the main toolbar, and then select the Group list.The list displays the available groups. To view the list of groups from Snippets & Sub Templates panel, do one of the following: On the Main toolbar, select Snippets & Sub Templates . From the View menu, select Snippets & Sub Templates. The Sub Templates window opens on the Template Editor main window. Select #Groups from the Type list.The #Groups pane displays available groups for the selected template. To filter the groups as per template type, select Filter list, and then select the required template type.The group list filters according to the applied filter. To close the Snippets & Sub Templates panel, select . on the main toolbar. Parent topic: Template Groups

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set Up a Trigger for the Group

You can set up a trigger for the existing group on the #Groups window. You can also update and remove the triggers, if necessary. Open Template Editor. On the main toolbar, select #Groups .The Group Detail window opens. Select Groups button.The #Groups window opens. Select the user-created group from the list. Select Triggers.The Triggers window opens displaying the previously created triggers for the group. If no triggers existed for the group previously, the trigger section remains blank. Select Add New.The Trigger Info window opens displaying the group name in the Field list and control type association in the Event list. Note: The Start and End fields are not applicable for groups. Select the action type from the Action list.Based on the selected action type, the related window opens. On the related trigger action window, set up an appropriate trigger, and then select OK. Parent topic: Template Groups

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Template Groups

You can use the #Groups on the Template Editor main toolbar to group the template and sub-template controls such as labels, edit fields, radio buttons, checkboxes, and so forth. You can set up a single trigger on a group instead of setting up n number of the same triggers for the individual controls to reduce the design time and maintenance of a template. The fields in the groups are limited to the control type. To create the appropriate events and actions (triggers) for a group, you must select the required control type from the Control Type Association list in the #Groups window while creating a group. If the control type is none then you can not apply a trigger to that group. However, you can use it to replace the field lists in triggers such as show, hide, field color, enable, and change field style. Note: You can not select more than one control type for a group. However, you can create a group with multiple fields through setting the Control Type Association to None, which you ca

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set up Toggle Item Trigger

You can use the Toggle Item trigger to set up trigger for Enable/Disable or Show/Hide actions. Follow the applicable steps in General Trigger Setup. Select the Toggle Item action.The Toggle Item window opens. From the Action list, select the applicable action. Enable or Disable Show or Hide From the Available Template Fields pane, select each field you want to show, and then select Add.The selected fields appear in the Fields to Show pane. You can select the multiple fields by selecting the Ctrl button. Note: You can remove the selected fields by selecting the fields from Fields to Show pane and selecting the Remove button. From the Filter list, select the required filters.The Available Template Fields pane now only displays the selected filter. Note: If you have selected multiple fields to set up this trigger, the fields are automatically selected, if applicable to the action. The field that triggers the action is not included. You can remove any of the selected fields and add others.

Update a Group

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