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
.
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NextGen® Enterprise EHR Template Editor Help 8
Open a Template
Do one of the following: On the Main toolbar, select Open. From the Menu bar, select File, and then select Open. The Open window opens with Templates selected by default. To quickly find a template by name, do the following: Select the Template Name (default) or Display Name option. Enter the first few letters of the name in Template name. The window displays the group of template snippets that start with that name. To narrow your search by template type or set, make a selection from the Template type list. Double-click the template you want to open. The template opens. To close the template, from the File menu, select Close. Parent topic: Template Setup
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
Set up Save Template Trigger
The Save Template action automatically saves the template. CAUTION: If you set up a Launch Document Trigger, and the template contains data that needs to be displayed on the launched document, set up a Save Template or Set up Save & Close Template Trigger first on the same field. Follow the applicable steps in General Trigger Setup. Select the Save Template action. If necessary, set up a specific condition for the Save Template action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger
NextGen® Enterprise EHR Template Editor Help 8
Create Additional Triggers for the Same Field
You can quickly add certain triggers based on existing triggers to the same field and then edit them. This functionality can save time when you have to make changes to a trigger with multiple mappings, such as the Upload Extended Data trigger. Right-click the template field that you want to copy triggers from, and select Triggers from the shortcut menu. The Triggers window opens. Select the trigger you want to copy. Information entered for the selected trigger, appears in the Trigger, Condition, Parameter, and Comment boxes. Select Copy. Select Paste. The Paste Triggers window opens. The Find and Replace With boxes both contain the name of the same field. To copy the Condition and/or Parameters for the field triggers, select the applicable check box. Condition is selected by default. To copy disabled triggers, select the Copy Disabled check box. This option is checked by default. Select OK. The selected triggers are copied. You can edit them as needed. Save your template. Parent topic:
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
