View Menu

Command	Function
Toolbars	Turns the Main, Fields, Format, Layout, and Quick Action toolbars on/off.
Status Bar	Turns the Status bar on/off.
Grid Settings	Displays the Grid Settings window.
Grid	Turns the grid on/off in the template design area.
Resolution Guide	Enables you to select or set up the screen resolution.
Fields List	Turns the field list pane on/off on the right side of the Template Editor main window.
Snippets & Sub Templates List	Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window.
Triggers	Displays the Triggers window.
Properties	Displays the Template Properties window or the properties window for a selected field.

NextGen® Enterprise EHR Template Editor Help 8

Main Toolbar

The following table describes the buttons on the Main toolbar from left to right: Toolbar Button Function Open Displays the Open window, enabling you to select and open a template or template snippet. Save Saves the current template. Delete Field Deletes the selected fields. You must confirm the deletion. Snippets & Sub Templates Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window. Save as User Workspace Saves fields and triggers to a personal user workspace. Expression Builder Bar Enables you to select a field on the template and build expression. Paste User Workspace Enables you to paste a user workspace containing fields and triggers to the current template or other opened templates within Template Editor. Undo Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or Popup templates; setting

NextGen® Enterprise EHR Template Editor Help 8

File Menu

Command Function New Opens a new template for the selected template type. New Sub Template Creates a new sub template for the selected template type. Open Displays the Open window. Close Closes the current template. Save Saves the current template. Save As Template Sets Displays the Save As Template Sets window that enables you to save the current template to the selected template set(s). Copy Template Displays the Copy Template window that enables you to copy the current template. Display As Displays the Display As window that enables you to enter a template display name for the current template. Delete Displays the Delete window that enables you to delete the current template or template snippet. Open User Workspace Opens the user workspace for the selected template type. New Snippet Creates a new template snippet for the selected template type. Log Off Logs off Template Editor. Displays the Template Editor Logon window for you to exit the application or log back on. Exit Completely

NextGen® Enterprise EHR Template Editor Help 8

Template Properties

You can set up the following template properties: The Fields Tab Order tab enables you to set up the order for tabbing through template fields. Unless you enter a specific order, Template Editor default tab order to the sequence in which the fields were created. The Font and Color tab enables you to set the Template font, font style, size, default text color for all newly created labels on the template, and template background color. The Background Image tab enables you to display a background image on a template in high resolution (more than 256 colors) or in low resolution (256 colors). The Preferences tab enables you to set up preferences for the Use Alias template, Sidebar template, Popup template toolbars, Template size, and Collapsible panels on your templates. The Comments tab enables you to add comments to a template snippet or sub template. Access Template Properties Manage Template Properties Create a Custom Color Set Background Image Properties Through Launcher Template Pref

NextGen® Enterprise EHR Template Editor Help 8

Status Bar

The Status bar displays the following: Status bar Function Selected Field Displays the currently selected template field. AutoSave Status Indicates whether the AutoSave option is turned on or off. User/Admin Mode Displays if Template Editor is in User or NextGen® Adaptive Content Engine Admin Mode. The UpdateTemplateHashKeys program is used to set the database to User Mode. NextGen® Adaptive Content Engine Admin Mode is available only after NextGen® Adaptive Content Engine lockdown. Note: Admin Mode is not available to users. Template Type Shows whether the currently open template is a user-defined (User) or NextGen® Adaptive Content Engine (available only after NextGen® Adaptive Content Engine lockdown). Data Indicates amount of data entered into the template. Fields Indicates number of fields used in the template. Position Indicates vertical and horizontal position of the selected field. Size Indicates the size of the selected template. Num, Caps, and Scroll Locks Indicates whether N

NextGen® Enterprise EHR Template Editor Help 8

Tools Menu

You can access the tools menu from the Template Editor main window. Command Function Template Edit Log Opens the Template Edit Log window where you can refresh and delete the open templates. Template Sets Opens the Template Sets window where you can create, modify, save, and disable a template. Preferences Opens the User Preferences window where you can set preferences. Update Template Links Opens the Update Template Links window where you can update the template links. Attributes Opens the Attributes Setup window where you can add, update, and remove attributes. Codified Fields Opens the Set Codified Field Attribute Utility window where you can change the values for the KBM.CodifyField attribute in the user mode as well. Auto Check Triggers Opens the Auto Check Triggers window where you can check for trigger syntax of one or multiple templates without opening them individually. Auto Find in Triggers Opens the Find in Triggers window where you can search for similar triggers for multip

NextGen® Enterprise EHR Template Editor Help 8

Setting up User Preferences

You can set up your own user preferences. The General tab enables you to set preferences for template background color, auto save, messages for overlapping active images, and data grid colors. The Check Box tab enables you to set up default text and numeric values to be used for check boxes. The Edit Box tab contains a setting to enable a 3D Look for the border of all edit fields. The 3D Look outlines all data fields, except for read-only fields, in a three-dimensional border instead of a two-dimensional border. The Active Text tab enables you to set up the default colors that indicate whether Active Text was selected or unselected. Manage User Preferences Parent topic: Template Editor Main Window Components

View Menu

Recommendations

Main Toolbar

File Menu

Template Properties

Status Bar

Tools Menu

Setting up User Preferences

Main Toolbar

File Menu

Template Properties

Status Bar

Tools Menu

Setting up User Preferences