Manage Template Properties

NextGen® Enterprise EHR Template Editor Help 8

Template Preference Properties

The Use Alias option is available only on user-defined copies of an existing NextGen® Adaptive Content Engine. It enables you to switch the reference of all relevant template triggers between the original NextGen® Adaptive Content Engine and the user-defined copy of the original NextGen® Adaptive Content Engine. By default, a new user-defined copy of a NextGen® Adaptive Content Engine is set to have all relevant template triggers point to it. You can clear the Use Alias preference to point all triggers to the original NextGen® Adaptive Content Engine. You can enable a preference to attach a Sidebar template to another template. You can select the side of the template on which to display the sidebar and you can turn the Auto Hide Sidebar option. This functionality is available only if the NextGen® Adaptive Content Engine have been locked down. Open the Template Properties window. Select the Preferences tab. To add or remove a check mark, in the Alias section, select the Use Alias check

NextGen® Enterprise EHR Template Editor Help 8

Create a Custom Color

You can modify an existing color or create a new color. From the Text or Bkgnd list in the Font and Color tab, select Custom Color. The Color window opens. Perform one of the following: Select the color you want to use, and then select OK. The Text box displays the color, the Bkgnd box displays the color, and the Sample window shows text characters in that color. Select Define Custom Colors>>. The custom color palette window opens. Enter the settings for Red, Green, Blue, Hue, Saturation, and Luminescence, or use the slider to select a custom color. To modify an existing color, select the Basic or Custom color you want to use as a starting point and adjust the settings. The new color you create appears in the Color/Solid box. To add the color to the Custom colors swatches, select Add to Custom Colors. To select the new custom color, select it, and then select OK to close the Color window. On the Font and Color tab, the Text box or Bkgnd box displays the color, and the Sample window sho

NextGen® Enterprise EHR Template Editor Help 8

Template Properties

You can set up the following template properties: The Fields Tab Order tab enables you to set up the order for tabbing through template fields. Unless you enter a specific order, Template Editor default tab order to the sequence in which the fields were created. The Font and Color tab enables you to set the Template font, font style, size, default text color for all newly created labels on the template, and template background color. The Background Image tab enables you to display a background image on a template in high resolution (more than 256 colors) or in low resolution (256 colors). The Preferences tab enables you to set up preferences for the Use Alias template, Sidebar template, Popup template toolbars, Template size, and Collapsible panels on your templates. The Comments tab enables you to add comments to a template snippet or sub template. Access Template Properties Manage Template Properties Create a Custom Color Set Background Image Properties Through Launcher Template Pref

NextGen® Enterprise EHR Template Editor Help 8

Set General Properties for Multiple Fields

You can set certain properties at the same time for multiple fields of the same or different field type on the General Field Properties window. Do one of the following: Select the first field, and select CTRL as you select the other fields. When all the fields are selected, right-click, and then select Properties from the shortcut menu. Select SHIFT as you select each field, and from the View menu, select Properties. The General Field Properties window opens. You can set the following properties depending on applicability to the selected field types: To hide the field when the template is opened, select the Hidden check box. To enable the label through tabbing, select the Tab Stop check box. To set the size manually, select the Auto Size check box. To enable the Click and List Pick events and resulting actions at run time, select the Enable Click check box. To copy data from one encounter to another, select the Copy Data Forward check box. To underline the label text, select the Underl

NextGen® Enterprise EHR Template Editor Help 8

Insert a Label Field

Drag the Label icon from the Fields toolbar to the template design area where you want to place it. The Insert a Label window opens. Note: The label name is automatically assigned in the Name box. You can enter a name of your choice. If necessary, select a mask from the Mask list. Enter the text to appear on the label in the Caption window. Note: Instead of entering the caption here, you can use in-place caption editing to enter the caption directly in the field after you have created it. To reposition and resize the field on the template, do the following: Enter the appropriate numeric values to replace the current vertical and horizontal coordinates displayed in the Position boxes. Enter the appropriate numeric values to replace the current dimensions displayed in the Size boxes. To do the following, select the check box: To apply a style to the label, select the applicable Style check box. The Preview window shows you what each label style looks like. You can apply one or more style

File Maintenance Help for NextGen® Enterprise 8

Set Up a Default Sort Order for Printing

Access File Maintenance. Select System Master Files, then PM, and then either Forms or Label Templates. The Forms List or Label Templates List window appears. From the list, double-click to open the desired Form or Label Template. The Form Design or Label Design window appears. From the design toolbar, select the Template Sorting Preference button. The Template Sorting Preference window appears. All data fields included on the form or label are listed in the Available Data Fields section on the left. From the Available Data Fields list, select a data field to be used in the default sort order for printing. Select the Add button to move the data field to the Selected Data Fields section on the right. Repeat steps 6 and 7 to add up to four additional data fields to the default sort. Note: A maximum of 5 data fields can be selected for the default sort. In the Selected Data Fields list, use the Promote and Demote buttons to arrange the fields in the desired sort order for printing. To sav

Manage Template Properties

Recommendations

Template Preference Properties

Create a Custom Color

Template Properties

Set General Properties for Multiple Fields

Insert a Label Field

Set Up a Default Sort Order for Printing

Template Preference Properties

Create a Custom Color

Template Properties

Set General Properties for Multiple Fields

Insert a Label Field

Set Up a Default Sort Order for Printing