Access Preferences

NextGen® Ophthalmic Suite Help 2022.2

Configuring Preferred Templates

Templates that a user prefers to use and wants to access quickly can be added to a preferred templates list for the user. When you have created a list of preferred templates, those templates display in the Template Launcher Select Template window when you select the option to Show Preferred. Show Preferred is selected by default when you first open Template Launcher. prefered option Add a Template to the Preferred Templates List Remove a Template from the Preferred Templates List Parent topic: Default and Preferred Templates

NextGen® Adaptive Content Engine Help Enterprise 8

Set Up Template Preferences

You can configure the default and preferred templates to automatically open the templates for an encounter. You can also configure the workflow after opening an encounter from the Workflow Appointment list. Open NextGen® Enterprise EHR. Select Tools > Preferences. The Preferences window opens. Preferences window Select the Templates tab. To move a commonly used template in the preferred list, select the template in the Available Templates list and then select the right arrow. The selected template appears in the Preferred Templates list. To select all templates, select the double-right arrow. To set a default template, from the Default Template list, select a template. Note: NextGen Healthcare recommends setting the Home Page (fts_home_page) template as a default template which provides a clinical summary of the patient to the provider. Preferences window To enable a user to open a default template from workflow appointment, select Open from Work Flow Appts. Select OK. Parent topic: Ma

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

NextGen® Ophthalmic Suite Help 2022.2

Configure a Default Medical Records Template

Open the Preferences window to the Templates tab. From the Tools menu, select the Preferences submenu and then click the Templates tab. Click the Template Type field and select Medical Records from the list. Note: To set a default Demographic template, select Demographic. Click the Default Template field, and select the template from the list of templates available in the system. Select the Open from Work Flow Appts check box to open this template by default from the Inbox Appointments section. Click Apply. Click OK to close Preferences. Parent topic: Configuring a Default Template

NextGen® Enterprise EHR Help

Templates Preferences

The Templates preferences enable you to do the following: Select specific templates to include in the Preferred list of templates in the Select Template window. Set up a default template for new encounters and for the Workflow module Appointments window. Assign a 3-dimensional view to read-only template fields. For more information on templates, go to NextGen Healthcare Success Community, and download the latest Templates User Guide for NextGen® Enterprise EHR . Add a Template to the Preferred Templates List Set up a Default Template Set up the 3D Look for the Template Fields Preference Parent topic: User Preferences

NextGen® Enterprise EHR Help

View User Preferences

Open NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window opens. The window contains the following tabs: General (displays by default when you open the Preferences window) Main Toolbar Medical Records Templates Medications Formulary Reference Quality Reporting Documents Parent topic: User Preferences

Access Preferences

Example

Recommendations

Configuring Preferred Templates

Set Up Template Preferences

Setting up User Preferences

Configure a Default Medical Records Template

Templates Preferences

View User Preferences

Configuring Preferred Templates

Set Up Template Preferences

Setting up User Preferences

Configure a Default Medical Records Template

Templates Preferences

View User Preferences