Set up Lookup External ID Trigger

NextGen® Enterprise EHR Template Editor Help 8

Set up Patient Item Trigger

The Patient Item action launches an existing patient chart document or image by its ID for quick viewing without searching the patient's encounter tree. The item can be under any locked or open encounter on the patient's chart. You can launch the following types of patient items: Document Email Document Management (ICS) image Image Patient Education topic Report To use the Patient Item trigger, set up another trigger to assign the specific patient encounter item ID to a template variable or field. For example, you can create a patient document ID variable and a Summary Sheet that displays patient document information. You can then assign the item ID from a Row Selected event/Assign Field Value trigger on the Summary Sheet to the patient document ID variable. You can place the Patient Item trigger on a Medical Records (MR) template, Group MR template or a Sidebar template. Note: Patient chart items can also be launched directly from an Encounter Sheet, Summary Sheet, or Case Sheet on a

NextGen® Enterprise EHR Template Editor Help 8

Set up Modify Patient Trigger

The Modify Patient action triggers the display of the Update Patient Information window in NextGen® Enterprise EHR at run time. From the Modify Patient Information window, you can edit patient demographics and other information. The History tab of the window lists the changes you make. If you change the patient's name, the new name appears on the Title bar of the NextGen® Enterprise EHR main window. The Title bar also displays changes to the patient's date of birth, medical record number, gender, and Social Security number if practice preferences are set to display these fields. A Modify Patient option is also available on the File menu in the NextGen® Enterprise EHR application. For more information, go to NextGen Healthcare Success Community and download the latest Patient Demographics User Guide for NextGen® Enterprise. Follow the applicable steps in General Trigger Setup. Select the Modify Patient action. If necessary, set up a specific condition for the Modify Patient action to be

NextGen® Enterprise EHR Template Editor Help 8

Set up System Password Trigger

The System Password action automatically returns the stored values of user name and password from an external system. Follow the applicable steps in General Trigger Setup. Select the System Password action. The System Password window opens. From the System list, select the variable or template field that populates the external system at run time. From the User list, select the variable or template field that populates the user name at run time. From the Password list, select the variable or template field that populates the password at run time. To save the information and close the window, select OK. If necessary, set up a specific condition for the System Password action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger

NextGen® Enterprise EHR Template Editor Help 8

Set up Launch External Application Trigger

The Launch External Application action allows you to launch the associated external applications. For further information about external applications, go to NextGen Healthcare Success Community and download the External Applications User Guide forNextGen®Enterprise. Follow the applicable steps in General Trigger Setup. Select the Launch External Application action. The Launch External Application window opens. Select the application name from the list. The list displays external applications that were previously configured using the EXTERNAL APPLICATION SETUP window in System Administrator. Select OK and save your template. Parent topic: Setting up Specific Trigger

NextGen® Enterprise EHR Help

Add an External ID

Open the Person Information or Patient Information window for the desired person or patient. Select the Ext tab. Select the Open Menu button, and select New. The Add External Interface window appears. In the External ID field, enter the person or patient's identifier in the external system. This field is required. In the External System field, select from list the appropriate external system. This field is required. Select one of the following buttons: To save changes and add another external system for the person or patient, select Next. To save changes and close the window, select OK. To close the window without saving changes, select Cancel. In the Other ID Number field, enter an identifier for the person or patient that is not related to an external system, if applicable. This number can be used when searching by Other ID Nbr on the Patient Lookup window. For example, enter a patient's medical record number from a legacy application. To save changes and close the window, select OK.

NextGen® Enterprise EHR Help

Modify an External ID

Open the Person Information or Patient Information window for the desired person or patient. Select the Ext tab. Select the row for the external ID to be modified. Select the Open Menu button, and select Open. The Modify External Interface window appears. Modify the following fields as needed. External ID External System To save changes and close the window, select OK. Parent topic: Managing External System Information

Set up Lookup External ID Trigger

Recommendations

Set up Patient Item Trigger

Set up Modify Patient Trigger

Set up System Password Trigger

Set up Launch External Application Trigger

Add an External ID

Modify an External ID

Set up Patient Item Trigger

Set up Modify Patient Trigger

Set up System Password Trigger

Set up Launch External Application Trigger

Add an External ID

Modify an External ID