Using Templates

NextGen® Enterprise EHR Help

Graphical Exam Tool (GET)

NextGen® Enterprise EHR use templates to record and store patient demographic and medical information electronically. Templates provide a simple way to enter medical information and compile patient records. All of the data entered into a template can later be used for statistical reports, document generation, and further review of the patient's information. NextGen® Enterprise EHR offers a set of predefined templates known as NextGen® Adaptive Content Engine and enables the creation of user-defined templates by system administrators. Based on the setup of a specific template or trigger, some workflows may follow those in the NextGen® Enterprise EHR modules (for example, Medications, Procedures, Problems), and some may be specific to the template. Using Graphical Exam Tool (GET) in NextGen® Enterprise EHR enables you to annotate an image, manage reason for visits, attach and associate images to a finding, integrate document, and update existing descriptions. For more information on crea

NextGen® Enterprise EHR Help

Using Templates

NextGen® Enterprise EHR uses templates to record and store patient demographic and medical information electronically. Templates provide a simple way to enter medical information and compile patient records. All of the data entered into a template can later be used for statistical reports, document generation, and further review of the patient's information. NextGen® Enterprise EHR offers a set of predefined templates known as the NextGen® Adaptive Content Engine and enables the creation of user-defined templates by system administrators. Based on the setup of a specific template or trigger, some workflows may follow those in the NextGen® Enterprise EHR modules (for example, Medications, Procedures, Problems), and some may be specific to the template. For information on NextGen® Adaptive Content Engine, go to NextGen Healthcare Success Community, and download the latest NextGen® Adaptive Content Engine Help and guides for specific specialties. Access Rights to Medical Records View Trac

NextGen® Enterprise EHR Help

Storing Patient Information Using Templates

You can use templates to record and store patient demographic, document calls or communications, and manage images from NextGen® Enterprise EHR using the following: Templates Communication Component of NextGen® Enterprise EHR Graphical Exam Tool (GET) Using Templates Graphical Exam Tool (GET) Related concepts Selecting a Template Patient Chart Items Data Sheets Continuity-of-Care Documents (CCDs) Communication Component Grid Call Types Graphical Exam Tool (GET) Related tasks Update Gender Identity in the Template Update Ethnicity in the Template Open the Communication Component Update Existing Descriptions

NextGen® Enterprise EHR Template Editor Help 8

Setting up Specific Trigger

This section explains the purpose and specific setup for each type of action available. Add New Task Trigger Set up Alert Trigger Assign APSO View Trigger You can assign the APSO View trigger in a template. Assign Field Value Trigger Assign Note Value Trigger Change Field Color Trigger Change Field Style Trigger Manage Clear Trigger Set up Click Trigger Create New Encounter Trigger Manage DBPickList Trigger Disable Control Trigger Edit Data Grid Trigger Enable Control Trigger Export Audio Trigger Fax Note Trigger Fax Report Trigger Generating CCD Trigger Using Get Equipment Data Trigger Set up GET Template Notification Data Trigger Set up Goto Field Trigger Set up a Goto Module Trigger Set up Grid Row Select Trigger Set up Hide Item Trigger Set up ICD SNOMED Map Trigger Set up Launch Application Trigger Launch Document Trigger Set up Launch Image Trigger Set up Launch External Application Trigger You can add the Launch External Application action to custom templates to launch third-par

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Setting up Specific Trigger

This section explains the purpose and specific setup for each type of action available. Add New Task Trigger Set up Alert Trigger Assign APSO View Trigger You can assign the APSO View trigger in a template. Assign Field Value Trigger Assign Note Value Trigger Change Field Color Trigger Change Field Style Trigger Manage Clear Trigger Set up Click Trigger Create New Encounter Trigger Manage DBPickList Trigger Disable Control Trigger Edit Data Grid Trigger Enable Control Trigger Export Audio Trigger Fax Note Trigger Fax Report Trigger Generating CCD Trigger Using Get Equipment Data Trigger Set up GET Template Notification Data Trigger Set up Goto Field Trigger Set up a Goto Module Trigger Set up Grid Row Select Trigger Set up Hide Item Trigger Set up ICD SNOMED Map Trigger Set up Launch Application Trigger Launch Document Trigger Set up Launch Image Trigger Set up Launch External Application Trigger You can add the Launch External Application action to custom templates to launch third-par

NextGen® Enterprise EHR Template Editor Help 8

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

Using Templates

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Graphical Exam Tool (GET)

Using Templates

Storing Patient Information Using Templates

Setting up Specific Trigger

Setting up Specific Trigger

Template Types

Using Templates

Graphical Exam Tool (GET)

Using Templates

Storing Patient Information Using Templates

Setting up Specific Trigger

Setting up Specific Trigger

Template Types