Setting up Specific Trigger

NextGen® Enterprise EHR Template Editor Help 8

Actions

The following table lists actions that can be triggered by a field event and their results. Action availability is based on the template type and event. For a list of available field events and actions for each template type, go to NextGen Healthcare Success Community and download the latest Events and Actions by Template Type Matrix for NextGen® Enterprise EHR. Action Results Add New Task The Add New Task window opens. Alert A user-defined message appears. APSO View Refreshes or saves APSO documents to the current encounter of the patient chart. Assign Field Value Assigns a specific value to a predefined field or to a variable. Assign Note Value Assigns a specific value to a predefined note or to a field. Change Field Color Changes a predefined color of a label or text in an edit field. Change Field Style A change is made to a predefined style of the selected field. Clear Clears edit fields on the template. A window asking for user confirmation can be set up for display in every insta

NextGen® Enterprise EHR Template Editor Help 8

Actions Priority

Action Priority Action Priority Referral 1 Launch Template 42 Alert 2 Launch Image 43 Click 3 Patient Portal 44 Picklist 4 Web Navigate 45 DBPickList 5 Web XChange 46 Pop-Up 6 Goto Module 47 Get Equipment Data 7 Reports 48 Assign Field Value 8 Print Graph 49 Lookup External Id 9 Print Note 50 Template Pop-Up 10 Fax Note 51 Save Template 11 Patient Concept 52 Save & Close Template 12 SafeMed 53 Refresh Template 13 Launch GSM 54 Patient Appointments 14 Open Chart 55 Patient Education 15 Refresh Data Grid 56 Show Item 16 Send Chart Mail 57 Hide Item 17 View Chart Mail Status 58 Goto Field 18 Assign Note Value 59 Change Field Color 19 Fax Report 60 Change Field Style 20 Clear 61 Medical Necessity 21 Toggle Sidebar 62 Patient Diagnosis 22 Refresh Sidebar 63 Patient Lab Order 23 Generate CCD 64 Patient Medication 24 Modify Patient 65 Patient Procedure 25 Edit Data Grid 66 Patient Allergy 26 Toggle Panel 67 Stored Procedure 27 Service Item Lookup 68 System Password 28 Create New Encounter 69

NextGen® Enterprise EHR Help

Using Templates

NextGen® Enterprise EHR uses templates to record and store patient demographic and medical information electronically. Templates provide a simple way to enter medical information and compile patient records. All of the data entered into a template can later be used for statistical reports, document generation, and further review of the patient's information. NextGen® Enterprise EHR offers a set of predefined templates known as the NextGen® Adaptive Content Engine and enables the creation of user-defined templates by system administrators. Based on the setup of a specific template or trigger, some workflows may follow those in the NextGen® Enterprise EHR modules (for example, Medications, Procedures, Problems), and some may be specific to the template. For information on NextGen® Adaptive Content Engine, go to NextGen Healthcare Success Community, and download the latest NextGen® Adaptive Content Engine Help and guides for specific specialties. Access Rights to Medical Records View Trac

NextGen® Enterprise EHR Template Editor Help 8

MR Label Click Actions

Note: To be able to set up label triggers, the Enable Click check box must be selected on the Label Properties window. Add New Task Alert APSO View Assign Field Value Assign Note Value Change Field Color Change Field Style Clear Create New Encounter DB PickList Disable Control Edit Data Grid Enable Control Export Audio Fax Note Fax Report Goto Field Goto Module Grid Row Select Hide Item ICD SNOMED Map Launch Application Launch Document Launch External Application Launch Image Launch Template Lookup External Id Medical Necessity Modify Patient Open Chart Patient Appointments Patient Allergy Patient Diagnosis Patient Implantable Device Patient Education Patient Item Patient Lab Order Patient Medication Patient Portal Patient Problem Patient Procedure Pop-Up Print Graph Print Note Print Report Radiology CDS Referral Refresh Data Grid Refresh Encounter UI Refresh Sidebar Refresh Template Region Highlight Reports Save Template Save & Close Template Send Email Send Equipment Data Service Ite

NextGen® Enterprise EHR Template Editor Help 8

Group MR Label Click Actions

Note: To be able to set up label triggers, the Enable Click check box must be selected on the Label Properties window. Add New Task Alert APSO View Assign Field Value Assign Note Value Change Field Color Change Field Style Clear Create New Encounter DBPickList Disable Control Edit Data Grid Enable Control Export Audio Fax Note Fax Report Goto Field Goto Module Grid Row Select Hide Item ICD SNOMED Map Launch Application Launch Document Launch Image Launch Template Lookup External Id Medical Necessity Modify Patient Open Chart Patient Allergy Patient Appointments Patient Concept Patient Diagnosis Patient Implantable Device Patient Education Patient Item Patient Lab Order Patient Medication Patient Portal Patient Problem Patient Procedure Pop-Up Print Graph Print Note Print Report Referral Refresh Data Grid Refresh Encounter UI Refresh Sidebar Refresh Template Region Highlight Reports Save Template Save & Close Template Send Email Send Equipment Data Service Item Lookup Set Default Values

NextGen® Enterprise EHR Template Editor Help 8

MR Popup Label Click Actions

Note: To be able to set up label triggers, the Enable Click check box must be selected on the Label Properties window. Add New Task Alert APSO View Assign Field Value Assign Note Value Change Field Color Change Field Style Clear Create New Encounter DBPickList Disable Control Edit Data Grid Enable Control Export Audio Fax Note Goto Field Grid Row Select Hide Item ICD SNOMED Map Launch Application Lookup External Id Medical Necessity Modify Patient Patient Appointments Patient Allergy Patient Education Patient Diagnosis Patient Implantable Device Patient Lab Order Patient Medication Patient Portal Patient Problem Patient Procedure Pop-Up Print Graph Print Note Radiology CDS Refresh Data Grid Refresh Encounter UI Refresh Sidebar Refresh Template Region Highlight Reports Save Template Save & Close Template Send Email Service Item Lookup Set Default Values Show Item Stored Procedure System Password Template Pop-Up Toggle History Toggle Panel Toggle Sidebar Trigger Script Upload Extended Da

Setting up Specific Trigger

Recommendations

Actions

Actions Priority

Using Templates

MR Label Click Actions

Group MR Label Click Actions

MR Popup Label Click Actions

Setting up Specific Trigger

Actions

Actions Priority

Using Templates

MR Label Click Actions

Group MR Label Click Actions

MR Popup Label Click Actions