Set up View Category Trigger

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, 8.3.1

Set up View Category Trigger

The View Category action automatically enables View Category mode in NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the View Category action. The Select Category window opens. Select an existing category. To save the information and close the window, select OK. If necessary, set up a specific condition for the View Category action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger See also General Trigger Setup

NextGen® Enterprise EHR Help

Select the Category View

In NextGen® Enterprise EHR, the Categories tab enables you to view the items in the List View, or Tree View from the list. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. To view the items without category grouping, select List View from the list. To view the items grouped in categories, select Tree View from the list. Note: The system retains the user's last category view preference. List View of the Categories You can view all existing documents in the List View without grouping. Tree View of the Categories You can view all existing documents grouped into categories in the Tree view. Parent topic: Categories

NextGen® Enterprise EHR Help

Select the Category View

In NextGen® Enterprise EHR, the Categories tab enables you to view the items in the List View, or Tree View from the list. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. To view the items without category grouping, select List View from the list. To view the items grouped in categories, select Tree View from the list. Note: The system retains the user's last category view preference. List View of the Categories You can view all existing documents in the List View without grouping. Tree View of the Categories You can view all existing documents grouped into categories in the Tree view. Parent topic: Categories

NextGen® Enterprise EHR Template Editor Help 8

Set up Open Chart Trigger

The Open Chart action opens the patient chart for the preselected patient in NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. To display the Open Chart window, select the Open Chart action. To specify which patient's chart should be opened, select a specific field or variable from the Person ID list. If necessary, set up a specific condition for the Open Chart action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set up Open Chart Trigger

The Open Chart action opens the patient chart for the preselected patient in NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. To display the Open Chart window, select the Open Chart action. To specify which patient's chart should be opened, select a specific field or variable from the Person ID list. If necessary, set up a specific condition for the Open Chart action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger See also General Trigger Setup

Set up View Category Trigger

Recommendations

Set up Modify Patient Trigger

Set up View Category Trigger

Select the Category View

Select the Category View

Set up Open Chart Trigger

Set up Open Chart Trigger

Set up View Category Trigger

Set up Modify Patient Trigger

Set up View Category Trigger

Select the Category View

Select the Category View

Set up Open Chart Trigger

Set up Open Chart Trigger