Template Setup

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Template Setup

This section explains how to: Copy or rename a locked-down NextGen® Adaptive Content Engine. Create, copy, save, open, modify, and delete a template. Employ your user workspace and template snippets to build templates quickly. Assign a template display name. Set up the position and special toolbars for Popup templates. Using NextGen Adaptive Content Engine Create a Template Open a Template Modify a Template Delete a Template User Workspace Sub Templates Template Snippets Set up Template Display Name Popup Template Setup Options Parent topic: Template Editor Main Window Components

NextGen® Enterprise EHR Template Editor Help 8

Layout Toolbar

The following table describes the buttons on the Layout toolbar from left to right. Toolbar Button Function Pop-up Template Position Enables you to position Popup templates on the screen. Alignment Aligns the selected fields right, left, top, or bottom. Center Centers the selected fields vertically or horizontally. Spacing Provides the selected fields with even spacing either vertically or horizontally. Make Same Makes the selected fields the same width, height, or size. Swap Panels Swaps the position of two selected collapsible panels. The fields on each panel are retained when the panel is switched. CAUTION: In NextGen® Enterprise EHR, for the current logged-on user, the collapsible panels appear in the order the template was initially saved in Template Editor. If panels are swapped again, the latest saved panel order appears only if: The current user right-clicks the panel and selects Panel Defaults. Another user logs on and opens the template for the first time. Parent topic: Templ

NextGen® Enterprise EHR Template Editor Help 8

Using NextGen® Adaptive Content Engine

NextGen® Enterprise EHR offers NextGen® Adaptive Content Engine features standard problem, diagnosis, condition, allergy, medication, and symptom lists for all specialties. Specifically designed sets of templates are available for many specialties, including Obstetrics/Gynecology, Pediatrics, Cardiology, Ophthalmology, and Orthopedics. To maintain structural integrity and proper navigation, all templates are locked down to prevent user-defined modifications effective with NextGen 5.4.29 or later. You can do the following: Copy a locked-down template. Note: You can copy an Extended Popup template as an Extended Popup View only. You are limited to creating new triggers on fields. You cannot modify existing fields, add new fields, or copy and paste a field to the copied template. Save a locked-down under a different name and update all applicable template links to the new user-defined template. Display the locked-down with a different name at run time. Parent topic: Template Setup

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Using NextGen® Adaptive Content Engine

NextGen® Enterprise EHR offers NextGen® Adaptive Content Engine features standard problem, diagnosis, condition, allergy, medication, and symptom lists for all specialties. Specifically designed sets of templates are available for many specialties, including Obstetrics/Gynecology, Pediatrics, Cardiology, Ophthalmology, and Orthopedics. To maintain structural integrity and proper navigation, all templates are locked down to prevent user-defined modifications effective with NextGen 5.4.29 or later. You can do the following: Copy a locked-down template. Note: You can copy an Extended Popup template as an Extended Popup View only. You are limited to creating new triggers on fields. You cannot modify existing fields, add new fields, or copy and paste a field to the copied template. Save a locked-down under a different name and update all applicable template links to the new user-defined template. Display the locked-down with a different name at run time. Parent topic: Template Setup See als

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Update Template Links

The Update Template Links option enables you to update all template triggers and navigation links to reference a new user-defined template in place of the original NextGen® Adaptive Content Engine. Note: This functionality is available only if the NextGen® Adaptive Content Engine have been locked down (User Mode). You can also update template links through the Use Alias option. From the Menu bar, select Tools, and then Update Template Links. The Update Template Links window opens. From the Template Type list, select the applicable type. From the Original list, select the template which is currently referenced by all of the existing triggers. From the New list, select the user-defined template that must now be referenced by the triggers. Select Update. A message box appears when the template link is updated. To dismiss the message box, select OK. To restore the referencing to the original NextGen® Adaptive Content Engine, select that template from the Original list, and leave the New li

NextGen® Enterprise EHR Template Editor Help 8

Update Template Links

The Update Template Links option enables you to update all template triggers and navigation links to reference a new user-defined template in place of the original NextGen® Adaptive Content Engine. Note: This functionality is available only if the NextGen® Adaptive Content Engine have been locked down (User Mode). You can also update template links through the Use Alias option. From the Menu bar, select Tools, and then Update Template Links. The Update Template Links window opens. From the Template Type list, select the applicable type. From the Original list, select the template which is currently referenced by all of the existing triggers. From the New list, select the user-defined template that must now be referenced by the triggers. Select Update. A message box appears when the template link is updated. To dismiss the message box, select OK. To restore the referencing to the original NextGen® Adaptive Content Engine, select that template from the Original list, and leave the New li

Template Setup

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