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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
.
Configure a Default Medical Records Template
NextGen® Ophthalmic Suite Help 2022.2
Configuring a Default Template
Configuring a Default Template Configuring a Default Template Templates in the Available Templates list are listed using their display name. The Default Template list is used to select a preferred template to open, and lists templates by their formal Template Editor name. default template field Note: In Preferences, the Default Template field list of templates displays the formal names used in Template Editor. This name is different from the user-friendly display name seen in run-time. Display names are seen in the Templates Available list in the section above the default template fields. In Template Editor, you can cross-reference the display name of a template to its formal name by selecting to search for a template using its display name when you open a template. When you select both a default medical records template and a default demographics template, the patient chart opens to display the demographics template. Configure a Default Medical Records Template Parent topic: Default a
NextGen® Enterprise EHR Help
Set up a Default Template
You can set up a default template that opens when a new encounter is created. You can also select a default Medical Records template that opens from the Appointments window of the Workflow module. To set up a default template for the Appointments window, do the following: From the Template Type list, select Medical Records.. Select the Open from Workflow Appts check box. To set up a default template for new encounters, select the template type from the Template Type list. From the Default Template list, select the template to set as the default. In the example below, the master_im is selected as the default template. Parent topic: Templates Preferences
NextGen® Enterprise EHR Help
Set up a Default Template
You can set up a default template that opens when a new encounter is created. You can also select a default Medical Records template that opens from the Appointments window of the Workflow module. To set up a default template for the Appointments window, do the following: From the Template Type list, select Medical Records.. Select the Open from Workflow Appts check box. To set up a default template for new encounters, select the template type from the Template Type list. From the Default Template list, select the template to set as the default. In the example below, the master_im is selected as the default template. Parent topic: Templates Preferences
NextGen® Enterprise EHR Help
Add a Template to the Preferred Templates List
To make the templates you most frequently use easier to access, you can select a list of preferred templates to display. You must set up separate preferred lists for Medical Records, Demographics, Group, System, Practice, and Case templates. Select the template type from the Template Type list. Medical Records is the default template type in the Template Type list. The available templates for that template type display in the Available Templates pane. Do one of the following: For each template to add as a preferred template, select the template, and select the single-arrow button to add it to the Preferred Templates pane. To move all templates to the Preferred Templates pane, select the double-arrow button. Select Apply. Select OK. Parent topic: Templates Preferences
NextGen® Enterprise EHR Help
Add a Template to the Preferred Templates List
To make the templates you most frequently use easier to access, you can select a list of preferred templates to display. You must set up separate preferred lists for Medical Records, Demographics, Group, System, Practice, and Case templates. Select the template type from the Template Type list. Medical Records is the default template type in the Template Type list. The available templates for that template type display in the Available Templates pane. Do one of the following: For each template to add as a preferred template, select the template, and select the single-arrow button to add it to the Preferred Templates pane. To move all templates to the Preferred Templates pane, select the double-arrow button. Select Apply. Select OK. Parent topic: Templates Preferences
NextGen® Enterprise EHR Help
Set up a Template as Favorite
In User Settings, you can set up medical records and demographic templates as favorite that appear in the Chart list, which you can access directly from NextGen Care® Population Management Hub. Open NextGen Care® Population Management Hub. Select the settings icon. The Settings window opens. On User Settings, select Templates and then do one of the following: To open medical record templates, select Medical Records. To select demographic templates, select Demographics. The Available Templates section lists the templates as per the selected template type. From the Available Templates list, select a template to set as favorite and select Add. Note: You can configure a maximum of ten favorite templates. The selected template appears in the Favorite Templates list. Note: You can also remove a template from the Favorite Templates list and move it back to the Available Templates list. To change the position of the in the Chart list, select the template from the Favorite Templates list and se
