Local Template Fields

NextGen® Enterprise EHR Template Editor Help 8

Copy Fields within the Same Template

You can copy and paste active text, check box, edit (data entry), or radio button fields with or without triggers within the same template only. The fields can be native to the template or shared from another template. When you right-click a field or in the template body, a menu displays the available copy and paste options: Copy Field. Copies the field only. Copy Field with Triggers. Copies the field and its triggers. Paste Field. Pastes the field if you selected Copy Field. Pastes the field and its triggers if you selected Copy Field with Triggers. Alternatively, you can use keyboard commands to copy a selected field and any associated triggers to a new field on the same template. You can copy and paste existing local template fields the same way you do other fields. You can also copy a field with or without triggers as a local field using a keyboard command. Copy a Field without Triggers Copy a Field with Triggers Copy a Field With Triggers as a Local Field Copy a Field Without Trig

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field without Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field. In the template, right-click where you want to place the copied field, and select Paste Field. Select the field, and then select CTRL+C. In the template, select where you want to place the copied field, and select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name. If you copy a shared field, the table name for the new field is taken from the native template (the template currently open), not the source template for the shared field. In the Field box

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field with Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. For information on copying and pasting triggers only, see Copy a Trigger. For another method of copying a field with triggers, see Copy Triggers from the Triggers window. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field with Triggers. In the template, right-click where you want to place the copied field, and then select Paste Field. Select the field, and select CTRL+C. In the template, select where you want to place the copied field, and then select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name

NextGen® Enterprise EHR Template Editor Help 8

Use In-place Field Caption Editing

You can enter a caption directly in a selected label, push button, radio button, check box, or active text field in place of entering it in field property. Fields with captions are transparent in Template Editor. Note: You cannot change field captions on NextGen® Enterprise EHR. To use in-place caption editing when you create a field, do the following: Leave the caption blank in the Insert field window. After you create the field, select the field on the template, and enter the caption. To remove the caption you just entered, select Undo or select CTRL+Z. To use in-place caption editing to edit an existing field caption, do the following: Select the field on the template and enter the caption. The new caption overwrites the existing caption. To remove the caption you just entered, select Undo or select CTRL+Z. Parent topic: Adding Fields to a Template

NextGen® Enterprise EHR Template Editor Help 8

Edit with Standard Advanced Field Options

Advanced options and tools tips are available for data entry (edit), check box, button, active text, radio button, and data sheet fields. In NextGen® Enterprise EHR, the tooltip appears when you point to a field or to a particular row on a data sheet. For data sheets, the tooltip references the columns in the data sheet. The actions are enabled only for a saved data entry field on its Data Entry Properties window. You cannot use these actions on the Insert Data Entry window while you are creating a data entry field. Select the Advanced tab on the Insert window or Properties window for the field. Select the applicable options: To enable the data copy from one encounter to another, select the Copy Data Forward check box. All available information is entered into a new template when a new encounter is created. This action is performed on a field-by-field level. Note: This option can be enabled on native template fields only; it is disabled on shared template fields. For a Data Grid - MR,

NextGen® Enterprise EHR Template Editor Help 8

Share Fields between Templates

You can share the following types of fields from one template to another: Data entry (edit), Check box, Radio button, Active text, and Note. Triggers on the shared field are not carried over. You can add a shared data entry field to a template even if it has reached the maximum data size of 7940 characters. The total data size is the sum of the length of all data entry fields. Field comments do not update for shared fields while importing. Open the template that you want to use the field on. Create a field of the same type on the template. In the window that appears, select the template containing the field you want to share from the Table list. Select the field name from the Field list. Parent topic: Adding Fields to a Template

Local Template Fields

Recommendations

Copy Fields within the Same Template

Copy a Field without Triggers

Copy a Field with Triggers

Use In-place Field Caption Editing

Edit with Standard Advanced Field Options

Share Fields between Templates

Copy Fields within the Same Template

Copy a Field without Triggers

Copy a Field with Triggers

Use In-place Field Caption Editing

Edit with Standard Advanced Field Options

Share Fields between Templates