Stored Procedure Data Sheets

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

NextGen® Enterprise EHR Template Editor Help 8

Sort Data Sheet Columns

You can sort data sheets by column in ascending or descending order. The columns in the data sheets are sorted by either ascending or descending order. If you do not select a column, the ascending or 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 sort columns in a stored procedure data grid. At run time, users can select a Sort Special menu command to sort data sheet columns for display purposes only. Users cannot save the user-defined sort order; templates always default to the column sort order set up in Template Editor. The Sort Special command is not available for stored procedure data grids. Select the General tab of the Insert Data Sheet window when you create the data sheet, or the Data Sheet Properties window for an existing data sheet. To access the Data Sheet Properties window, right-click the data sheet field, and then select Properties.

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 Template Editor Help, 8.3.1

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. Parent topic: Insert a Data Sheet Field See also Insert a Data Sheet Field

NextGen® Enterprise EHR Template Editor Help, 8.3.1

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

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Sort Data Sheet Columns

You can sort data sheets by column in ascending or descending order. The columns in the data sheets are sorted by either ascending or descending order. If you do not select a column, the ascending or 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 sort columns in a stored procedure data grid. At run time, users can select a Sort Special menu command to sort data sheet columns for display purposes only. Users cannot save the user-defined sort order; templates always default to the column sort order set up in Template Editor. The Sort Special command is not available for stored procedure data grids. Select the General tab of the Insert Data Sheet window when you create the data sheet, or the Data Sheet Properties window for an existing data sheet. To access the Data Sheet Properties window, right-click the data sheet field, and then select Properties.

Stored Procedure Data Sheets

Recommendations

Insert a Data Sheet Field

Sort Data Sheet Columns

Set up Data Sheet Custom Filters

Stored Procedure Data Sheets

Insert a Data Sheet Field

Sort Data Sheet Columns

Stored Procedure Data Sheets

Insert a Data Sheet Field

Sort Data Sheet Columns

Set up Data Sheet Custom Filters

Stored Procedure Data Sheets

Insert a Data Sheet Field

Sort Data Sheet Columns