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

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

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 Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

Configure a Default Medical Records Template

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Configuring a Default Template

Set up a Default Template

Add a Template to the Preferred Templates List

Set up a Template as Favorite

Set Up Template Preferences

View Medical Records and Demographic Templates

Configuring a Default Template

Set up a Default Template

Add a Template to the Preferred Templates List

Set up a Template as Favorite

Set Up Template Preferences

View Medical Records and Demographic Templates