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, 8.3.1

Set up Data Sheet Custom Filters

You can filter the data that appears on a data sheet by using conditions. Only the data that meets the specified conditions display in the data sheet at run time. You can set up custom filters from the Insert Data Sheet window when you create the data sheet or from the Data Sheet Properties window after the data sheet is set up. To access the Data Sheet Properties window, you can right-click the data sheet field, and select Properties. In the General tab of the Insert Data Sheet or Data Sheet Properties window, select the Filter tab to open it. In the Custom Data Filter window, enter the condition directly, or select it through one of the following: Double-click the applicable items in the Data Sheet Columns, Template Fields, or Functions windows. 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,

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, 8.3.1

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, 8.3.1

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

Set up Data Sheet Custom Filters

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Add a Macro Function

Use Find and Replace

Set up Data Sheet Custom Filters

Insert a Data Sheet Field

Use Find and Replace

Insert a Data Sheet Field

Set up Data Sheet Custom Filters

Add a Macro Function

Use Find and Replace

Set up Data Sheet Custom Filters

Insert a Data Sheet Field

Use Find and Replace

Insert a Data Sheet Field