Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

NextGen® Enterprise EHR Template Editor Help 8

Create a Template Set

From the Menu bar, select Tools, and then select Template Sets. The Template Sets window opens. Select New. The New Template Set window opens. Enter the name of the new template set, and then select Add. The new set is created and the list of all available templates appears. You can begin assigning templates to the template set. Note: You cannot delete a template set. If a template set is no longer needed, you can disable it. Repeat Steps 1-3 to create all necessary template sets. Select Close. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Disable a Template Set

If a specific template set is no longer required for your Enterprise, you can disable it. In the Template Sets window, from the Template Sets list, select the template set you want to disable. Delete all templates that are assigned to the template set. Note: You cannot disable a template set that contains templates. In the Assigned window, select all templates, and then select Move Left or Move All Left. Select Disable. A warning window opens. To disable the template set, select Yes. Select Save. If the disabled template set becomes necessary at a later time, select the set, and then select Enable. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Edit a Template Set

In the Template Sets window, from the Template Sets list, select the set you want to edit. Do the following edits as per your requirement: To add one or more templates, in the Available window, select the templates you want to add to the set, and then select Move Right. To delete one or more templates, in the Assigned window, select the templates you want to delete from the set, and then select Move Left. To edit the name of the template set, select Edit to display the Edit Template Set window, enter the new name for the set, and then select OK. Select Save. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Assign Templates to a Set

In the Template Sets window, from the Template Sets list, select the applicable set. From the list of Available Templates, select any templates that you want to assign to the selected set. Select Move Right. All selected templates are assigned to the set. Note: To assign all Available Templates, select Move All Right. Select Save. Parent topic: Template Sets

NextGen® Enterprise EHR Help

Add a Template to a Category

Before you begin You must have the necessary user rights to add a template to a category. In NextGen® Enterprise EHR Categories tab, you can add or remove a template from a category. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Templates module, do one of the following: On the Categories or Encounter History tab, select Open Template. On the Top Toolbar, select the Templates icon. On the main menu, select File > New > Template. The Select Template window opens. On the Select Template window, do the following: Under Show section, select All to view all available templates. Select the Categories check box.The Categories pane opens within the Select Template window. Select a template to add it to a category. Select a required category check box to add the template. Select OK. The template is added to the selected category. Note: You can add a template to multiple categories at a time. However, you cannot add multiple templates to a categor

Template Sets

Recommendations

Template Types

Create a Template Set

Disable a Template Set

Edit a Template Set

Assign Templates to a Set

Add a Template to a Category

Template Types

Create a Template Set

Disable a Template Set

Edit a Template Set

Assign Templates to a Set

Add a Template to a Category