Share Fields between Templates

NextGen® Enterprise EHR Template Editor Help 8

Local Template Fields

On a template, you can temporarily set up the following types of fields as local fields that are not saved to the database: Data entry (edit) Check box Radio button You can set up triggers for local template fields as you do for non-local fields. Note: The Template Editor in NextGen® Enterprise EHR Admin mode enables you to reconfigure text fields to support default actions. The length of the text field types defaults to 1 instead of 0 for text box, check box, and radio button fields. You can select local from the Table list on the Insert window for each of these fields. For more information, see the instructions for inserting each of these fields. To create a local field from a copied field, see Copy a Field as a Local Field. Parent topic: Adding Fields to a Template

NextGen® Enterprise EHR Template Editor Help 8

Adding Fields to a Template

After you have set up template properties and grid settings, you can start creating functionality on a template by adding template fields. The maximum data size for a template is 7940 characters, and the maximum number of fields is 1015. The total data size is the sum of the length of all data entry fields including edit fields, radio button fields, and check box fields. A message box appears when you try to add or modify fields when you have reached the maximum data size. The data assigned to a field cannot exceed the length of the field. To display a warning message when the assigned value exceeds the field length, you must set the Universal Preference for Warn On Assign Field Length Exceeded to True in System Administrator. Share Fields between Templates Local Template Fields Tab through Template Fields Use In-place Field Caption Editing Edit with Standard Advanced Field Options Parent topic: Template Fields

NextGen® Enterprise EHR Template Editor Help 8

Copy Fields within the Same Template

You can copy and paste active text, check box, edit (data entry), or radio button fields with or without triggers within the same template only. The fields can be native to the template or shared from another template. When you right-click a field or in the template body, a menu displays the available copy and paste options: Copy Field. Copies the field only. Copy Field with Triggers. Copies the field and its triggers. Paste Field. Pastes the field if you selected Copy Field. Pastes the field and its triggers if you selected Copy Field with Triggers. Alternatively, you can use keyboard commands to copy a selected field and any associated triggers to a new field on the same template. You can copy and paste existing local template fields the same way you do other fields. You can also copy a field with or without triggers as a local field using a keyboard command. Copy a Field without Triggers Copy a Field with Triggers Copy a Field With Triggers as a Local Field Copy a Field Without Trig

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field without Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field. In the template, right-click where you want to place the copied field, and select Paste Field. Select the field, and then select CTRL+C. In the template, select where you want to place the copied field, and select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name. If you copy a shared field, the table name for the new field is taken from the native template (the template currently open), not the source template for the shared field. In the Field box

NextGen® Enterprise EHR Template Editor Help 8

Copy a Field with Triggers

You can copy only active text, check box, data entry (edit), or radio button fields. The fields can be native to the template or shared from another template. You can copy existing local fields the same way you do other fields. For information on copying and pasting triggers only, see Copy a Trigger. For another method of copying a field with triggers, see Copy Triggers from the Triggers window. To create a local field from a copied field, see Copy a Field as a Local Field. Do one of the following: To display copy options, right-click the field, and then select Copy Field with Triggers. In the template, right-click where you want to place the copied field, and then select Paste Field. Select the field, and select CTRL+C. In the template, select where you want to place the copied field, and then select CTRL+V. The window for inserting the selected field type appears. For example, if you select a data entry field, the Insert Data Entry window opens. Note: You cannot change the Table name

NextGen® Enterprise EHR Template Editor Help 8

Template Fields

You can insert fields on a template and share, copy, and adjust their appearance and layout. Note: Some template types have limited template field availability. Template Field Types Using the Spelling Checker Adding Fields to a Template Insert a Label Field Insert Data Entry You can modify the properties of templates by inserting a data entry. Insert Check Box You can modify the properties of templates by inserting a check box. Insert a Button Field Insert a Data Sheet Field Insert Radio Button You can modify the properties of templates by inserting a radio button. Insert an Active Text Field Insert an Active Image Field Insert a Note Field Insert a Web Browser Field Insert a Graph Field Insert a Patient Image Field Insert an Order Control Field Insert a Collapsible Panel Field Insert a Sub Template Field Inserting a Component Field Adjust Field Properties and Layout Copy Fields within the Same Template Delete Fields Select Fields on a Collapsible Panel

Share Fields between Templates

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Local Template Fields

Adding Fields to a Template

Copy Fields within the Same Template

Copy a Field without Triggers

Copy a Field with Triggers

Template Fields

Local Template Fields

Adding Fields to a Template

Copy Fields within the Same Template

Copy a Field without Triggers

Copy a Field with Triggers

Template Fields