Edit 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

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

Disable a Template Set

If a specific template set is no longer required for your Enterprise, you can disable it. In the Template Sets window, from the Template Sets list, select the template set you want to disable. Delete all templates that are assigned to the template set. Note: You cannot disable a template set that contains templates. In the Assigned window, select all templates, and then select Move Left or Move All Left. Select Disable. A warning window opens. To disable the template set, select Yes. Select Save. If the disabled template set becomes necessary at a later time, select the set, and then select Enable. 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 Fields

Do one of the following: To delete a single field, right-click the field, and then select Delete from the shortcut menu. To delete multiple fields, select and hold CTRL as you select each field, and then right-click and select Delete from the shortcut menu. A window opens prompting you to confirm the deletion. To delete the fields, select Yes. Parent topic: Template Fields

Edit a Template Set

Recommendations

Create a Template Set

Assign Templates to a Set

Disable a Template Set

Template Sets

Modify a Template

Delete Fields

Create a Template Set

Assign Templates to a Set

Disable a Template Set

Template Sets

Modify a Template

Delete Fields