Disable a Template Set

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

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

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

Template Sets

Template sets enable you to combine any number of templates into a specific user-defined set. A template set can include one or more templates. A single template can be assigned to more than one template set. All template sets are created and defined on the enterprise level. Any number of template sets can be assigned to a practice. When a particular practice is associated with one or more template sets, only the templates defined within the sets are available for that practice. If a practice is not associated with any template set, all templates are available for that practice. It is the responsibility of the System Administrator to assign one or more template sets to each practice. Note: Sidebar templates and template snippets are not available for inclusion in template sets. To use an imported template, you must assign it to the applicable template sets for the enterprise and practice when you first open it. Create a Template Set Assign Templates to a Set Edit a Template Set Disable

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

Delete a Template

Before you begin Before you delete a template: Close the template you want to delete, if it is open. Log off from NextGen® Enterprise EHR if you have created a new template. You can delete either a user-defined template or NextGen® Adaptive Content Engine to remove it from the templates_table in the database. The deleted template does not display on an encounter or in the list of templates available for selection. CAUTION: You cannot delete a template if it has been used in the patient's chart. You cannot re-use the name of a deleted template on a new template unless you remove all references to the deleted template from the database. Any native field with or without data that was created on the template is not deleted if it was saved to a NextGen® Enterprise EHR encounter at run time. The field remains in the fields_list table in the database. If a field on the deleted template is shared with another template, it is also retained. From the Menu bar, select File, and then select Delete

Disable a Template Set

Recommendations

Create a Template Set

Edit a Template Set

Assign Templates to a Set

Template Sets

Modify a Template

Delete a Template

Create a Template Set

Edit a Template Set

Assign Templates to a Set

Template Sets

Modify a Template

Delete a Template