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® Adaptive Content Engine Help Enterprise 8

Add a New Procedure Type

Click Procedure name and select a procedure from the list. The list includes the procedure names available in the grid. To add a new procedure, click Cancel on the list and enter a new procedure in the Procedure name field. Click Site and select a procedure site from the list. The list includes the procedure sites available in the grid. To add a new procedure site, click Cancel on the list and enter a new procedure site in the Site field. For Status, select Active or Inactive. In run time, only the active procedures are available for selection in the Procedure panel. Click Add. The new procedure appears in the grid. Any new procedure or site is saved to the corresponding list, and is available for selection for the next entry. Parent topic: Configure Procedures

NextGen® Enterprise EHR Template Editor Help 8

Search Trigger Values

You can search for specified values in conditions and parameters for selected types of triggers in the currently open template. The search values can include fields, variables, functions, characters, or other values. You can then select a trigger from the search results for editing. Do one of the following: To automatically populate the search value with a specific template field, either: Right-click the field, and then select Find in Triggers from the menu. Select the field, and then select Find in triggers on the Main toolbar. To manually enter the search value, select Find in Triggers on the Triggers window. The Find In Triggers window opens. If applicable, the search value box displays the selected field. The window contains check boxes for commonly used triggers and for conditions. The Conditions and Assign Field Value check boxes are selected by default. If the search value is blank or you want to change it, enter the value in the input box. To select the applicable trigger check

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

Stored Procedure Data Sheets

Recommendations

Insert a Data Sheet Field

Sort Data Sheet Columns

Set up Data Sheet Custom Filters

Add a New Procedure Type

Search Trigger Values

Copy a Field with Triggers

Insert a Data Sheet Field

Sort Data Sheet Columns

Set up Data Sheet Custom Filters

Add a New Procedure Type

Search Trigger Values

Copy a Field with Triggers