Configuring Preferred Templates

NextGen® Ophthalmic Suite Help 2022.2

Access Preferences

Access Preferences Access Preferences Click the Tools menu, then click the Preferences submenu, and select the Templates tab. The Preferences tab is where individual users can set their own preferences for the application. These tabs are also referred to as " User Preferences. " Example In the following, the user is set up to automatically start their workflow from the Inbox (Work Flow) when they log on to the system. preferences window Parent topic: Default and Preferred Templates

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® Ophthalmic Suite Help 2022.2

Add a Template to the Preferred Templates List

Scroll down the Available Templates list on the left side to locate the template you want to select. Select to highlight the template name in the list. Click the right arrow button to add the highlighted template to the Preferred Templates list on the right side. Note: Click the double right arrow button to copy the entire list of available templates in the Available Templates list to the Preferred Templates list on the right. The template(s) display(s) in the Preferred Templates list on the right. (The template(s) still appears in the list of Available Templates on the left.) After selecting the templates you want to add to the list, click Apply. If you have finished configuring your preferences, click OK. preferred templates Parent topic: Configuring Preferred Templates

NextGen® Ophthalmic Suite Help 2022.2

Default and Preferred Templates

Setting a default template and creating a preferred template list helps users to quickly navigate to their preferred starting point within the system. Both features are configured in User Preferences. Default template- If you work with the same specialty each time you log into the system, you can configure your system to open that specialty's Home Page template automatically whenever you open a patient chart and create a new encounter. Preferred template list- You can create a list of preferred templates that you often use so that you do not have to search through the entire list of templates in the system when you want to open one of them using Template Launcher. A list of preferred templates is particularly helpful to users who work with more than one specialty. Access Preferences Configuring a Default Template Configuring Preferred Templates Parent topic: Get Started with Ophthalmology in NextGen Adaptive Content Engine

NextGen® Ophthalmic Suite Help 2022.2

Remove a Template from the Preferred Templates List

Scroll down the Preferred Templates list on the right side to locate the template you want to remove. Select to highlight the template name in the list. Click the left arrow button to remove the highlighted template from the Preferred Templates list on the right side. After selecting the templates you want to remove from the Preferred Templates list, click Apply. If you have finished configuring your preferences, click OK. Note: To remove all templates listed from the Preferred Templates list on the right, click the double left arrow button. The Preferred Templates list will be cleared. Parent topic: Configuring Preferred Templates

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

Configuring Preferred Templates

Recommendations

Access Preferences

Configuring a Default Template

Add a Template to the Preferred Templates List

Default and Preferred Templates

Remove a Template from the Preferred Templates List

Add a Template to the Preferred Templates List

Access Preferences

Configuring a Default Template

Add a Template to the Preferred Templates List

Default and Preferred Templates

Remove a Template from the Preferred Templates List

Add a Template to the Preferred Templates List