Set up Upload Extended Data Trigger

NextGen® Enterprise EHR Template Editor Help 8

Edit Data Grid Trigger

The Edit Data Grid action enables you to add, delete, or open a record or sort the columns displayed in the following types of data grids with Extended Popup templates: Medical Records (MR), Case Management (CM), Demographics (DM), Summary, System, and Practice. You can use this trigger instead of manually selecting options from the data grid right-click menu at run time. Only data tied to the current encounter can be edited; everything else is read only. This action can be triggered from the following field events: button, label, or active image Click, or data sheet/grid Row Selected or Double Click. Follow the applicable steps in General Trigger Setup. Select the Edit Data Grid action. The Edit Data Grid window opens. Select the data grid on which you want to perform the action. From the Action list, select the applicable action: Add. Launches a blank Extended Popup template for entering a new record in the data grid. Delete. Deletes the record in the selected row. CAUTION: This acti

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set up Upload Extended Data Trigger

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

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Edit Data Grid Trigger

The Edit Data Grid action enables you to add, delete, or open a record or sort the columns displayed in the following types of data grids with Extended Popup templates: Medical Records (MR), Case Management (CM), Demographics (DM), Summary, System, and Practice. You can use this trigger instead of manually selecting options from the data grid right-click menu at run time. Only data tied to the current encounter can be edited; everything else is read only. This action can be triggered from the following field events: button, label, or active image Click, or data sheet/grid Row Selected or Double Click. Follow the applicable steps in General Trigger Setup. Select the Edit Data Grid action. The Edit Data Grid window opens. Select the data grid on which you want to perform the action. From the Action list, select the applicable action: Add. Launches a blank Extended Popup template for entering a new record in the data grid. Delete. Deletes the record in the selected row. CAUTION: This acti

NextGen® Enterprise EHR Template Editor Help 8

Template Field Types

The following table explains the types of template fields listed in the order that they appear on the Fields toolbar. Field Description Label Labels enable you to add information to a template. You can set up a label as a header for the template or simply to enter text viewable template users. Data Entry (Edit) Data entry fields enable you to enter information into NextGen® Enterprise EHR through templates. These fields can be used to enter time, date, and numeric values, as well as user-defined text. Check Box Check boxes enable you to enter data by selecting or clearing a predefined response. Push Button You can use buttons to trigger several different actions. Launching another template or module within NextGen® Enterprise EHR is the most common purpose of buttons. Data Sheet Data sheets display data from NextGen® Enterprise EHR tables in tabular or grid format. The following types of data sheets are available: Appointments, Case Sheet; Data Flow Sheet, Data Grid - CM (Case Manageme

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Template Field Types

The following table explains the types of template fields listed in the order that they appear on the Fields toolbar. Field Description Label Labels allow you to add information to a template. You can set up a label as a header for the template or simply to enter text viewable template users. Data Entry (Edit) Data entry fields allow you to enter information into NextGen® Enterprise EHR through templates. These fields can be used to enter time, date, and numeric values, as well as user-defined text. Check Box Checkboxes allow you to enter data by selecting or clearing a predefined response. Push Button You can use buttons to trigger several different actions. Launching another template or module within NextGen® Enterprise EHR is the most common purpose of buttons. Data Sheet Data sheets display data from NextGen® Enterprise EHR tables in tabular or grid format. The following types of data sheets are available: Appointments, Case Sheet; Data Flow Sheet, Data Grid - CM (Case Management),

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create a Custom Upload Extended Data Trigger to Update Care Guidelines

You can use a custom template with a custom trigger on a test patient to satisfy a care guideline. When using a custom template with a custom Upload Extended Data trigger that writes to the order_ table, certain fields must be completed for associated care guidelines to update correctly. Depending on the type of order, you may also need to add information using other available fields. Note: This procedure assumes that you have already mapped the custom order code and description using the template set. The Data Sets Setup practice template and the Test Codes data set are with the NextGen® Adaptive Content Engine. CAUTION: As per standard recommendations, make and test all template and trigger changes in a test or development environment before moving these changes to production. Open Template Editor. Open your custom template. Create an upload extended data trigger on the desired field (for example, Button). Set up your new trigger with the correct event (for example, Button Click). Fo

Set up Upload Extended Data Trigger

Recommendations

Edit Data Grid Trigger

Set up Upload Extended Data Trigger

Edit Data Grid Trigger

Template Field Types

Template Field Types

Create a Custom Upload Extended Data Trigger to Update Care Guidelines

Set up Upload Extended Data Trigger

Edit Data Grid Trigger

Set up Upload Extended Data Trigger

Edit Data Grid Trigger

Template Field Types

Template Field Types

Create a Custom Upload Extended Data Trigger to Update Care Guidelines