Use Find and Replace

NextGen® Enterprise EHR Template Editor Help 8

Tools for Building Expressions

You can quickly build expressions using the following features: Selecting entries from IntelliSense lists Finding and replacing all instances of a particular entry IntelliSense Use Find and Replace Parent topic: Template Editor Main Window Components

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

Add a Macro Function

On the Macro Function Library window, enter the name for the new macro function in the USR box. You can include an underscore in the name, but none of the following special characters: ! ' " # $ % & ( ) * + , - . / \ : ; < > = ? @ [ ] ^ ` { } | ~ If applicable, fill in the Comments box. In the Function Body window, enter the expression or enter it through the following selections: Double-click the applicable item(s) in the Functions and Macro Functions lists. 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, or function in the condition with another field, variable, or function, you can use the Find and Replace feature. Select the applicable operator buttons. Your selections are added to the Function Body window. The syntax is color-coded as follows: Literal (fixed value) - Blue Operators - Gray &

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

Set up Alert Trigger

The Alert action triggers the display of a custom message window. You can create a static message or set up an expression to return a message value dynamically at run time using the Evaluate feature. For example, you can create an expression to display a message that shows the current patient's name, a field entry, or a true (1) or false (0) value. Follow the applicable steps in General Trigger Setup. To open the Alert window, select the Alert action. In the Caption box, enter the title you want to appear on the message window. To create a static message, enter the fixed message text in the Text box. To create a dynamic message, select the Evaluate check box. Note: If you do not select the Evaluate check box, the message displays the expression itself, not the value returned from the expression. Enter any fixed message text and an expression to return the message value and do one of the following: Enter the text and expression directly in the Text box. To display the Assign Field Value

NextGen® Enterprise EHR Template Editor Help 8

Manage Trigger Scripts

The Trigger Script displays a list of NextGen® Enterprise EHR and user-defined trigger scripts. Selecting a trigger script displays the comments related to the script and adds all the scripts defined in the parameters to the grid. You can use the created script from the Trigger Functions icon in the main toolbar. On the main toolbar, select the Trigger Functions icon. The Trigger Scripts window opens. In the Trigger Script list, select the required script. The comments of the script appear. You can select the ellipsis button to add, update, or delete scripts. In the Parameters list, select the required parameter, and then select Apply. The parameter values are updated based on the trigger script selected. In the My Code Snippets list, select the required code snippet, and then select Add Code Snippet. The code snippet is added to the body area. You can select the ellipsis button to add, update, or delete code snippets. Note: In some of the fields and triggers, if you select Copy to Cli

Use Find and Replace

Recommendations

Tools for Building Expressions

Set up Data Sheet Custom Filters

Add a Macro Function

Search Trigger Values

Set up Alert Trigger

Manage Trigger Scripts

Tools for Building Expressions

Set up Data Sheet Custom Filters

Add a Macro Function

Search Trigger Values

Set up Alert Trigger

Manage Trigger Scripts