Set up Data Sheet Custom Filters

NextGen® Enterprise EHR Template Editor Help 8

Add a Macro Function

On the Macro Function Library window, enter the name for the new macro function in the USR box. You can include an underscore in the name, but none of the following special characters: ! ' " # $ % & ( ) * + , - . / \ : ; < > = ? @ [ ] ^ ` { } | ~ If applicable, fill in the Comments box. In the Function Body window, enter the expression or enter it through the following selections: Double-click the applicable item(s) in the Functions and Macro Functions lists. To quickly find and select a picklist, enter "PICK: to display the Pick List window. To display an IntelliSense list of options that you can select, enter the applicable IntelliSense characters. To replace all instances of a field, variable, or function in the condition with another field, variable, or function, you can use the Find and Replace feature. Select the applicable operator buttons. Your selections are added to the Function Body window. The syntax is color-coded as follows: Literal (fixed value) - Blue Operators - Gray &

NextGen® Enterprise EHR Template Editor Help 8

Use Find and Replace

You can find and replace all instances of a field, variable, or function with another field, variable, or function using the Find and Replace feature. You can use this feature in a: Trigger condition Value calculation Macro function body Trigger setup window (for example, for entries in the DBPickList trigger and Patient Allergy trigger) You can use IntelliSense lists to fill in the find and replace with entries. Select the expression input box. Condition box in the Trigger Info window, or Value Calculation box in the Assign Field Value window. To display the Find and Replace window, enter F3. In the Find box, select the field/variable/function to be replaced from the Find list or from an IntelliSense list. In the Replace with box, select the replacement field/variable/function from the Replace list or from an IntelliSense list. Select OK. Every instance of the original field/variable/function in the expression or entry is replaced with the new field, variable, or function you selected

NextGen® Enterprise EHR Template Editor Help 8

Sort Data Sheet Columns

You can sort data sheets by column in ascending or descending order. The columns in the data sheets are sorted by either ascending or descending order. If you do not select a column, the ascending or descending order is applied to the first column by default. Note: If you are using a Data Flow Sheet, it is sorted by encounter dates, either in ascending or descending order. You cannot sort columns in a stored procedure data grid. At run time, users can select a Sort Special menu command to sort data sheet columns for display purposes only. Users cannot save the user-defined sort order; templates always default to the column sort order set up in Template Editor. The Sort Special command is not available for stored procedure data grids. Select the General tab of the Insert Data Sheet window when you create the data sheet, or the Data Sheet Properties window for an existing data sheet. To access the Data Sheet Properties window, right-click the data sheet field, and then select Properties.

NextGen® Enterprise EHR Template Editor Help 8

Insert a Data Sheet Field

At run time, data sheets are prevented from loading more data than can be allocated. The limit is 200,000 cells of data including headers. If the limit is exceeded, a message window appears. Drag the Data Sheet icon from the Fields toolbar to the template design area where you want to place it. The Insert Data Sheet window opens. This example shows the data sheet options that are available for an Encounter Sheet. Other options appear for different data sheet types and tables. From the Type list, select the type of data sheet you need to insert. The default type is based on the template type. For example, if the data sheet is on a Medical Records template, the default data sheet type is Encounter Sheet. If you select Relationship, the View list appears. You can select the relationship of the person to the patient from the list. For instructions on setting up a data sheet using a stored procedure, see Stored Procedure Data Sheets. For instructions on setting up a data sheet for a problem

NextGen® Enterprise EHR Template Editor Help 8

Set up Grid Row Select Trigger

Follow the applicable steps in General Trigger Setup. Select the Grid Row Select action. The Grid Row Select window opens. Select the required data sheet list. Note: Data Flow Sheet and Lab Summary Sheet data grid types are not supported. In Search Column, select the data sheet fields from the list. In Find, select the edit fields that is on the template from the list. To clear the selected row, select the deselect option from the list. To suppress the selected row event, select the Suppress Row Select Event check box. Select Script It. The Script Clipboard window opens with the script of the label. To copy the script to clipboard, you can select Copy to Clipboard. To return to the Trigger Info window, select OK. If necessary, set up a specific condition for the Grid Row Select action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger

NextGen® Enterprise EHR Template Editor Help 8

Search Trigger Values

You can search for specified values in conditions and parameters for selected types of triggers in the currently open template. The search values can include fields, variables, functions, characters, or other values. You can then select a trigger from the search results for editing. Do one of the following: To automatically populate the search value with a specific template field, either: Right-click the field, and then select Find in Triggers from the menu. Select the field, and then select Find in triggers on the Main toolbar. To manually enter the search value, select Find in Triggers on the Triggers window. The Find In Triggers window opens. If applicable, the search value box displays the selected field. The window contains check boxes for commonly used triggers and for conditions. The Conditions and Assign Field Value check boxes are selected by default. If the search value is blank or you want to change it, enter the value in the input box. To select the applicable trigger check

Set up Data Sheet Custom Filters

Recommendations

Add a Macro Function

Use Find and Replace

Sort Data Sheet Columns

Insert a Data Sheet Field

Set up Grid Row Select Trigger

Search Trigger Values

Add a Macro Function

Use Find and Replace

Sort Data Sheet Columns

Insert a Data Sheet Field

Set up Grid Row Select Trigger

Search Trigger Values