NextGen Knowledge Center

Set up Upload Extended Data Trigger

The Upload Extended Data action enables you to insert, update, or delete Extended Popup template data in a row on a data grid/sheet. This trigger can be used for Medical Records (MR), Demographics (DM), Case Management (CM), and Summary data grids and System and Practice data sheets.

You can use a row ID (database sequence number) to delete or update row data without having to select a row present on the template.

  1. Follow the applicable steps in General Trigger Setup.
  2. Select the Upload Extended Data action.
    The Upload Extended Data window opens.

  3. From the Type list, select the data grid/sheet type:
    • Medical Records (default)
    • Case Management
    • Practice
    • Demographics
    • System
    You can enter the first few letters of the name to quickly find and select it in the list.
    The Table list is filled with the tables available for the selected type.
  4. From the Table list, select the applicable table.
    You can enter the first few letters of the name to quickly find and select it in the list.
    The fields in the selected table are displayed by field name and type.
  5. Select one of the following:
    • To insert a new row of data, select Insert (default).

      Continue with step 7.

    • To update data in a row, select Update.

      To use a row ID, continue with step 6. If you do not use a row ID, users select the row to be updated on the template at run time in NextGen® Enterprise EHR. Continue with step 7.

    • To delete a data row, select Delete.

      To use a Row ID, continue with step 6. If you do not use a row ID, users select the row to be deleted on the template at run time in NextGen® Enterprise EHR. Continue with step 7.

  6. If applicable, from the Row ID list, select the field or variable that populates the ID.
    At run time in NextGen® Enterprise EHR, you can select a row in a data sheet/grid on a template to return the unique row ID in an edit field or variable. You can assign the row ID value using the ROWID Data Sheet Function.
  7. To upload extended data to a field, select in the Data column on the field row.
    You can enter the name of the template field or variable you want to use, or select the arrow to display a selection list. Repeat this step for each field you want to upload extended data to.
  8. Select Script It.
    The Script Clipboard window opens with the script of the label.

    To copy the script to clipboard, select Copy to Clipboard.

  9. To save the information and close the window, select OK.
  10. If necessary, set up a specific condition for the Upload Extended Data action to be triggered.
  11. Select OK and save your template.