Planning Your NextGen Version 5.8 Upgrade – Exploring New Features

In addition to your regular upgrade planning steps, NextGen’s Version 5.8 application upgrade contains some new features that require additional thought – here we’ll review Advanced Audit and the NDC ID Lookup trigger and how these features can benefit you. NextGen’s Advanced Audit: As you may know, the Advanced Audit utility was introduced a little…

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Three Basics in Template Development, Easily Overlooked

1. Conventional Naming Scheme

Creating a uniform naming scheme for your customized templates is a near must in NextGen. There are thousands of templates and documents within the NextGen environment, and hunting through them can be a tedious task. Using a prefix, such as INC_Xxxx will allow quick reference to all of your specific templates. This not only helps while looking for templates in the NextGen application, but in the Template and Document Editor as well. Additionally, if developing new fields or triggers in NextGen’s Template Editor, or even the Document Builder, being able to quickly target the desired template is a great time saver.  I’ve touched on this before in my Getting to Know the Template Editor tutorial series but naming the elements you use on your templates can also help a lot.  For example, all our team members when creating new fields use this format:

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Menu and Action Bars

When working with NextGen’s template editor, the complexity of the work that you can create can be started at a very basic level by using some of the built-in editing fields, very few triggers, and no database custom programming. In order to get started with the template editor, it’s important to know the purposes of some of the action fields that you can create. Let’s go over how to use and when to use the NextGen field tool bars:

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Hidden Gems

User preferences are available to allow users to configure pieces of the application to suit their needs.  User preferences can also assist users in ensuring they are using the correct encounter or viewing pertinent information needed to document correctly.  The user preferences included in this article can all be found within the Preferences pop-up window found under the Tools menu in the main tool bar.

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5 More Tips and Tricks

Have you been asked what version of NextGen EHR you are using but didn’t’t know how to find the information? Have you ever requested a change to a template or reported a possible issue encountered in the workflow and have been asked to supply the template name but didn’t know where to look? These questions and more are answered in these 5 Tips and Tricks for NextGen EHR.

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10 Tricks and Tips for Template Customization

10.  Rename your templates using the same standard and stick to it.  I always recommend to our clients that they add the initials of their company name to the beginning of their template names.  i.e. Inc_template_Name.  Appending to only the beginning of the template name will help you quickly find all your custom templates. 9. …

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