Set Up Refresh Encounter UI Trigger

NextGen® Enterprise EHR Template Editor Help 8

Set up Refresh Template Trigger

The Refresh Template action refreshes the display of template structure and/or data at run time. Follow the applicable steps in General Trigger Setup. Select the Refresh Template action . If necessary, set up a specific condition for the Refresh 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 New Encounter Trigger

The Create New Encounter action creates a clinical encounter for items/charges not yet received that need to be tracked and billed separately. This trigger returns an encounter ID to a designated field or variable on your template. Follow the applicable steps in General Trigger Setup. To open the Create New Encounter window, select the Create New Encounter action. Note: You must complete both fields to enable the OK button. From the Encounter Date list, select the applicable field or variable: Template field for date input. @EncDate, which is assigned from the template field. @Today for today's date. @Current Encounter for the current encounter's date. Note: You can assign a date to the encounter using the current date or a date in the past. You cannot assign a future date to the encounter. If you specify an encounter date that duplicates an existing encounter date, a message, An encounter already exists today, are you sure you want to create a new one?, appears at run time. To suppres

NextGen® Enterprise EHR Template Editor Help 8

Set up Refresh Data Grid Trigger

The Refresh Data Grid action refreshes the display of information in the preselected data sheet/grid field at run time. Follow the applicable steps in General Trigger Setup. Select the Refresh Data Grid action. The Refresh Data Grid window opens. Select the specific data sheet/grid you want to be refreshed at run time. Select Script It. The Script Clipboard window opens with the script of the label. To copy the script to clipboard, select Copy to Clipboard. To save the information and close the window, select OK. If necessary, set up a specific condition for the 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 Refresh Sidebar Trigger

The Refresh Sidebar action reloads the content of the Sidebar template at run time. Follow the applicable steps in General Trigger Setup. Select the Refresh Sidebar action. If necessary, set up a specific condition for the Refresh Sidebar 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 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:

Set Up Refresh Encounter UI Trigger

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Create Additional Triggers for the Same Field