NextGen Knowledge Center

Access the Home Template

You can open the Home template to begin workflows on the NextGen® Orthopedic Suite.

If you set up the Home template as the default template in the NextGen® Enterprise EHR user preferences, it will automatically open as the first template for new workflow appointments. You can also manually open this template from the Patient History bar.
  1. Open the NextGen® Enterprise EHR application.
  2. Select the desired patient record.
  3. To open Home template from Inbox, do the following:
    1. Click the Inbox Task icon icon.
      The Workflow window opens.
      Workflow window

    2. Double-click the desired appointment in the appointment grid.
      The Home template opens.
      Home template

  4. To open the Home template from the Patient History bar, do the following:
    1. Select the desired encounter, and then click the Template icon icon.
      The Select Template window opens.
      Select Template window

    2. If the Home template is not displayed in the preferred templates list, select All in the Show section.
      All medical records templates are displayed.
    3. Select Home from the list, and click OK.
      The Home template opens.