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
.
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NextGen® Enterprise EHR Template Editor Help 8
Set up Template Display Name
You can set up a display name for a template at run time. Open a template. From the File menu, select Display As. The Display As window opens. In the Template Display Name box, enter the name you want to display at run time, and then select OK. Parent topic: Template Setup
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
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® Ophthalmic Suite Help 2022.2
Add a Template to the Preferred Templates List
Scroll down the Available Templates list on the left side to locate the template you want to select. Select to highlight the template name in the list. Click the right arrow button to add the highlighted template to the Preferred Templates list on the right side. Note: Click the double right arrow button to copy the entire list of available templates in the Available Templates list to the Preferred Templates list on the right. The template(s) display(s) in the Preferred Templates list on the right. (The template(s) still appears in the list of Available Templates on the left.) After selecting the templates you want to add to the list, click Apply. If you have finished configuring your preferences, click OK. preferred templates Parent topic: Configuring Preferred Templates
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
