Triggers

NextGen® Enterprise EHR Template Editor Help 8

General Trigger Setup

This section provides basic information on setting up triggers in Template Editor. It explains how to: Create a trigger for any field and trigger type, following regular setup steps Create a Quick Action trigger for selected fields and trigger types Enter a trigger condition Change a trigger Copy a trigger Disable a trigger Delete a trigger Validate trigger conditions and parameters Auto Check Triggers Set the order for multiple triggers for the same field event Auto Find in Triggers Syntax Check Triggers Template Synopsis Create a Trigger Creating a Quick Action Trigger Creating Triggers Using Selected Fields Setting up Trigger Conditions Validating Triggers Viewing Warnings Search Trigger Values Syntax Check Triggers Template Synopsis Auto Check Triggers Auto Find in Triggers Filter a Trigger Change a Trigger Add a Trigger Through Edit Function Copying a Trigger Create Additional Triggers for the Same Field Disable a Trigger Enable a Trigger Show or Hide Trigger Delete a Trigger Mana

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Triggers

A trigger is an event that causes an action within a field on a template. For example, a picklist appears when a data entry (edit) field is accessed, or another template opens when a button is selected. Some of the actions can be set up to take place only if certain predefined conditions are met. Triggers may use variables, functions, or macro functions. Template triggers are the most integral and vital element of Template Editor. Templates can be used without triggers, but using triggers improves the efficiency of templates. You are encouraged to use triggers as much as possible. Events Actions Actions Priority Actions Limitation on Shared Fields General Trigger Setup Setting up Specific Trigger Setting Up System, Patient, Template, and Encounter Variables You can set up variables in templates to hold the temporary information. See also Create a Template

NextGen® Enterprise EHR Template Editor Help, 8.3.1

General Trigger Setup

This section provides basic information on setting up triggers in Template Editor. It explains how to: Create a trigger for any field and trigger type, following regular setup steps Create a Quick Action trigger for selected fields and trigger types Enter a trigger condition Change a trigger Copy a trigger Turn off a trigger Delete a trigger Validate trigger conditions and parameters Auto Check Triggers Set the order for multiple triggers for the same field event Auto Find in Triggers Syntax Check Triggers Template Synopsis Create a Trigger Creating a Quick Action Trigger Creating Triggers Using Selected Fields Setting up Trigger Conditions Validating Triggers Viewing Warnings Search Trigger Values Syntax Check Triggers Template Synopsis Auto Check Triggers Auto Find in Triggers Filter a Trigger Change a Trigger Add a Trigger Through Edit Function Copying a Trigger Create Additional Triggers for the Same Field Turn off a Trigger Enable a Trigger Show or Hide Trigger Delete a Trigger Ma

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Auto Check Triggers

The Auto Check Triggers function enables you to check trigger syntax for a single template or multiple templates at a time without opening them one by one. The trigger syntax check includes special characters such as ¼, ½, and ©. You can log errors to a specified file location. From the Tools menu, select Auto Check Triggers. The Auto Check Triggers window opens. In the Search box, enter the name of the trigger. You can include a wildcard symbol *. For example, you can search for Assign Field Value triggers. From the Type list, select the applicable template type: All, Case Management, Demographics, Medical Records, Practice, or System. In the Log to File box, enter the file path for the error log. The default location is the C:\root directory and TriggerValidation.txt file. Select OK. When the validation is completed, a message appears. Any errors found are logged to the specified file location. Parent topic: General Trigger Setup

NextGen® Enterprise EHR Template Editor Help 8

Auto Check Triggers

The Auto Check Triggers function enables you to check trigger syntax for a single template or multiple templates at a time without opening them one by one. The trigger syntax check includes special characters such as ¼, ½, and ©. You can log errors to a specified file location. From the Tools menu, select Auto Check Triggers. The Auto Check Triggers window opens. In the Search box, enter the name of the trigger. You can include a wildcard symbol *. For example, you can search for Assign Field Value triggers. From the Type list, select the applicable template type: All, Case Management, Demographics, Medical Records, Practice, or System. In the Log to File box, enter the file path for the error log. The default location is the C:\root directory and TriggerValidation.txt file. Select OK. When the validation is completed, a message appears. Any errors found are logged to the specified file location. Parent topic: General Trigger Setup

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Add a Trigger Through Edit Function

For other ways to add a trigger or copy an existing trigger, see General Trigger Setup and Copy a Trigger. Follow steps 1-3 in Change a Trigger. Select Add. The new trigger is added to the list of triggers on the Triggers window. Select OK and save your template. Parent topic: General Trigger Setup See also General Trigger Setup Copying a Trigger Change a Trigger

Triggers

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General Trigger Setup

Triggers

General Trigger Setup

Auto Check Triggers

Auto Check Triggers

Add a Trigger Through Edit Function

Triggers

General Trigger Setup

Triggers

General Trigger Setup

Auto Check Triggers

Auto Check Triggers

Add a Trigger Through Edit Function