Main Toolbar

Toolbar Button	Function
Open	Displays the Open window, enabling you to select and open a template or template snippet.
Save	Saves the current template.
Delete Field	Deletes the selected fields. You must confirm the deletion.
Snippets & Sub Templates	Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window.
Save as User Workspace	Saves fields and triggers to a personal user workspace.
Expression Builder Bar	Enables you to select a field on the template and build expression.
Paste User Workspace	Enables you to paste a user workspace containing fields and triggers to the current template or other opened templates within Template Editor.
Undo	Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or Popup templates; setting up field properties or alignment; setting up template properties; or entering expressions.
Redo	Enables you to reverse the preceding undo action, up to 11 times.
Properties	Displays the Template Properties window.
Triggers	Displays the Triggers window.
Find in triggers	Displays the Find In Triggers window for a selected field. The field name is entered as the search value.
Syntax Check	Displays the Trigger Validation window in which triggers that have syntax errors are displayed in the grid. You can check conditions of all triggers, verify parameters of selected trigger types, and validate triggers.
Template Synopsis	The Template Synopsis button automatically checks for the items and runs against all the triggers on the template. Displays the Template Synopsis window where the fields which are partially out of bounds on the panel display in the Info grid and Information box.
Grid Settings	Displays the Grid Settings window, enabling you to set Grid spacing.
Toggle Grid	Turns the grid on/off in the template design area.
Snap to Grid	Snaps the selected fields to the grid.
Visualize Properties	Provides visual cues for hidden and required fields, tri-state check boxes, and default radio buttons. Identifies the data type in data entry fields and data sheets.
Field List	Turns the field list pane on/off on the right side of the main window.
Variables	Displays the Setup Variables window.
Macro Functions	Displays the Macro Function Library window.
Trigger Functions	Displays the Trigger Scripts, window which enables you to define the trigger scripts.

NextGen® Enterprise EHR Template Editor Help 8

Edit Menu

Command Function Delete Deletes the selected fields. Select All Selects all fields. Copy Copies the selected field. Paste Displays the window for inserting the selected field type. Undo Enables you to undo the last preceding action, up to 11 times. You can undo/redo the following types of actions: moving, resizing, deleting, inserting, or pasting fields; resizing data sheet columns or popup templates; setting up field properties or alignment; setting up template properties; or entering expressions. Redo Enables you to reverse the preceding undo action, up to 11 times. Parent topic: Template Editor Main Window Components

NextGen® Enterprise EHR Template Editor Help 8

Tools Menu

You can access the tools menu from the Template Editor main window. Command Function Template Edit Log Opens the Template Edit Log window where you can refresh and delete the open templates. Template Sets Opens the Template Sets window where you can create, modify, save, and disable a template. Preferences Opens the User Preferences window where you can set preferences. Update Template Links Opens the Update Template Links window where you can update the template links. Attributes Opens the Attributes Setup window where you can add, update, and remove attributes. Codified Fields Opens the Set Codified Field Attribute Utility window where you can change the values for the KBM.CodifyField attribute in the user mode as well. Auto Check Triggers Opens the Auto Check Triggers window where you can check for trigger syntax of one or multiple templates without opening them individually. Auto Find in Triggers Opens the Find in Triggers window where you can search for similar triggers for multip

NextGen® Enterprise EHR Template Editor Help 8

View Menu

Command Function Toolbars Turns the Main, Fields, Format, Layout, and Quick Action toolbars on/off. Status Bar Turns the Status bar on/off. Grid Settings Displays the Grid Settings window. Grid Turns the grid on/off in the template design area. Resolution Guide Enables you to select or set up the screen resolution. Fields List Turns the field list pane on/off on the right side of the Template Editor main window. Snippets & Sub Templates List Turns the Snippets and Sub Templates pane on/off on the left side of the Template Editor main window. Triggers Displays the Triggers window. Properties Displays the Template Properties window or the properties window for a selected field. Parent topic: Template Editor Main Window Components

NextGen® Enterprise EHR Template Editor Help 8

File Menu

Command Function New Opens a new template for the selected template type. New Sub Template Creates a new sub template for the selected template type. Open Displays the Open window. Close Closes the current template. Save Saves the current template. Save As Template Sets Displays the Save As Template Sets window that enables you to save the current template to the selected template set(s). Copy Template Displays the Copy Template window that enables you to copy the current template. Display As Displays the Display As window that enables you to enter a template display name for the current template. Delete Displays the Delete window that enables you to delete the current template or template snippet. Open User Workspace Opens the user workspace for the selected template type. New Snippet Creates a new template snippet for the selected template type. Log Off Logs off Template Editor. Displays the Template Editor Logon window for you to exit the application or log back on. Exit Completely

NextGen® Enterprise EHR Template Editor Help 8

Template Properties

You can set up the following template properties: The Fields Tab Order tab enables you to set up the order for tabbing through template fields. Unless you enter a specific order, Template Editor default tab order to the sequence in which the fields were created. The Font and Color tab enables you to set the Template font, font style, size, default text color for all newly created labels on the template, and template background color. The Background Image tab enables you to display a background image on a template in high resolution (more than 256 colors) or in low resolution (256 colors). The Preferences tab enables you to set up preferences for the Use Alias template, Sidebar template, Popup template toolbars, Template size, and Collapsible panels on your templates. The Comments tab enables you to add comments to a template snippet or sub template. Access Template Properties Manage Template Properties Create a Custom Color Set Background Image Properties Through Launcher Template Pref

NextGen® Enterprise EHR Template Editor Help 8

Template Editor Main Window Components

The Template Editor main window opens when you launch the application. It contains the following elements: The Title bar displays the template name (template type) and contains controls for minimizing, maximizing, and closing the window. The Menu bar contains the File, Edit, View, Layout, Tools, and Help menus. Main toolbar Format toolbar Fields toolbar Quick Action toolbar The template design area is where you view, create, or edit a template. The template field list displays the name of each field on the currently open template. You can select a field in this pane to locate it in the design area. Layout toolbar Status bar You can drag any of the toolbars to another position at the top of the window or to the design area. If you move a toolbar to the design area, it becomes a detachable window that you can position vertically or horizontally. Main Toolbar Format Toolbar Layout Toolbar Fields Toolbar Quick Action Toolbar Status Bar File Menu Edit Menu View Menu Layout Menu Tools Menu T

Main Toolbar

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Edit Menu

Tools Menu

View Menu

File Menu

Template Properties

Template Editor Main Window Components

Edit Menu

Tools Menu

View Menu

File Menu

Template Properties

Template Editor Main Window Components