Configuring a Default Template

NextGen® Ophthalmic Suite Help 2022.2

Configuring Preferred Templates

Templates that a user prefers to use and wants to access quickly can be added to a preferred templates list for the user. When you have created a list of preferred templates, those templates display in the Template Launcher Select Template window when you select the option to Show Preferred. Show Preferred is selected by default when you first open Template Launcher. prefered option Add a Template to the Preferred Templates List Remove a Template from the Preferred Templates List Parent topic: Default and 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

Configure a Default Medical Records Template

Open the Preferences window to the Templates tab. From the Tools menu, select the Preferences submenu and then click the Templates tab. Click the Template Type field and select Medical Records from the list. Note: To set a default Demographic template, select Demographic. Click the Default Template field, and select the template from the list of templates available in the system. Select the Open from Work Flow Appts check box to open this template by default from the Inbox Appointments section. Click Apply. Click OK to close Preferences. Parent topic: Configuring a Default Template

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® 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

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

Configuring a Default Template

Recommendations

Configuring Preferred Templates

Default and Preferred Templates

Configure a Default Medical Records Template

Add a Template to the Preferred Templates List

Set Up Template Preferences

Set up a Template as Favorite

Configuring a Default Template

Configuring Preferred Templates

Default and Preferred Templates

Configure a Default Medical Records Template

Add a Template to the Preferred Templates List

Set Up Template Preferences

Set up a Template as Favorite