Sort Data Sheet Columns

NextGen® Enterprise EHR Template Editor Help 8

Data Sheet Options

Check Box Data Sheet Type Description Hide Grid Lines All except Orders Summary Sheet or Data Flow Sheet Select this check box to hide data sheet grid lines. Hide Border All except Orders Summary Sheet or Data Flow Sheet Select this check box to hide data sheet borders. Hide Column Headers All except Orders Summary Sheet or Data Flow Sheet Select this check box to hide data sheet column headers. Copy Data Forward Data Grid - MR Select this check box to copy data forward from one encounter to another. Disable Menu Items Data Grid - CM, Data Grid - DM, Data Grid - MR, Practice, Summary Data Grid, SystemStored Procedure Select the check box for the actions you want to disable on the right-click menu at run time: Open. Open the record in the selected data row. Add New. Add a new record to the data sheet. Delete. Delete the record in the selected data row. Select the Sort Special check box to disable the Sort Special option in the template right-click menu at run time. Show Encounter Date:

NextGen® Enterprise EHR Template Editor Help 8

Stored Procedure Data Sheets

From the Type list in the Insert Data Sheet window, select Stored Proc. From the Tables list, select the applicable stored procedure. The Stored Procedure window opens. If parameters are needed to run certain stored procedures, the Stored Procedure window lists the name, type, and data type of each parameter. If a stored procedure does not use parameters, the Stored Procedure window is blank. If you want to use parameters, select the value for each one from the list in the Value column. To view the templates referencing stored procedure, select Reference in. Select OK. Note: To display the Stored Procedure window again, select Parameters on the Insert Data Sheet window. If you do not need parameters, to close the window, select OK. To select available fields for a stored procedure from the Fields window in the Insert Data Sheet window, see Insert a Data Sheet Field. Parent topic: Insert a Data Sheet Field

NextGen® Enterprise EHR Template Editor Help 8

Set up Data Sheet Custom Filters

You can filter the data that appears on a data sheet by using conditions. Only the data that meets the specified conditions display in the data sheet at run time. You can set up custom filters from the Insert Data Sheet window when you create the data sheet or from the Data Sheet Properties window after the data sheet is set up. To access the Data Sheet Properties window, you can right-click the data sheet field, and select Properties. In the General tab of the Insert Data Sheet or Data Sheet Properties window, select the Filter tab to open it. In the Custom Data Filter window, enter the condition directly, or select it through one of the following: Double-click the applicable items in the Data Sheet Columns, Template Fields, or Functions windows. To quickly find and select a picklist, enter "PICK: to display the Pick List window. To display an IntelliSense list of options that you can select, enter the applicable IntelliSense characters. To replace all instances of a field, variable,

NextGen® Enterprise EHR Help

Special Sort Data Sheet

NextGen® Enterprise EHR enables you to sort data sheet columns at run time for display purposes only. You can sort data sheets by column in ascending or descending order by selecting the header or using the Sort Special command. If you use the Sort Special command and select a specific column, the ascending/descending order is applied to that column. If you do not select a column, the ascending/descending order is applied to the first column by default. Note: If you are using a Data Flow Sheet, it is sorted by encounter dates, either in ascending or descending order. You cannot save the user-defined, column sort order; templates always default to the column sort order set up in Template Editor. You cannot sort a stored procedure data sheet column by selecting its header or by using the Sort Special command. Open a template. Right-click in the data sheet, and then select Sort Special. The Sort Special window opens. If a sort order was previously set up, a key icon and superscript number

NextGen® Enterprise EHR Template Editor Help 8

Insert a Data Sheet Field

At run time, data sheets are prevented from loading more data than can be allocated. The limit is 200,000 cells of data including headers. If the limit is exceeded, a message window appears. Drag the Data Sheet icon from the Fields toolbar to the template design area where you want to place it. The Insert Data Sheet window opens. This example shows the data sheet options that are available for an Encounter Sheet. Other options appear for different data sheet types and tables. From the Type list, select the type of data sheet you need to insert. The default type is based on the template type. For example, if the data sheet is on a Medical Records template, the default data sheet type is Encounter Sheet. If you select Relationship, the View list appears. You can select the relationship of the person to the patient from the list. For instructions on setting up a data sheet using a stored procedure, see Stored Procedure Data Sheets. For instructions on setting up a data sheet for a problem

Help Guide for NextGen® Enterprise PM 8

Configure Sorting for an Enhanced Report

The Sorting configuration allows you to use columns to sort and group the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Sorting. The Sorting window appears. Note: The Sorting options (columns) available for selection are different on each report. Modify the Sorting options as needed for the report. Select a column, and then select one of the following check boxes for the column: Ascending: To sort numerical data from lowest to highest, and alphabetical data from A to Z. Descending: To sort numerical data from highest to lowest, and alphabetical data from Z to A. To group data on the report by a selected column, select the Group By check box. To arrange the selected columns in the desired sort order, for example primary sort, secondary sort, etc, highlight a column and then select the blue up and down arrow buttons to move the position of the column. When finished, do one of the following:

Sort Data Sheet Columns

Recommendations

Data Sheet Options

Stored Procedure Data Sheets

Set up Data Sheet Custom Filters

Special Sort Data Sheet

Insert a Data Sheet Field

Configure Sorting for an Enhanced Report

Data Sheet Options

Stored Procedure Data Sheets

Set up Data Sheet Custom Filters

Special Sort Data Sheet

Insert a Data Sheet Field

Configure Sorting for an Enhanced Report