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Set Duplicate Alert Message for Document Types
Open File Maintenance, and then select
Master Files
>
Document Management
>
Document Types
.
In the
Document Types List
window, double-click the appropriate document type.
The
Document Type Information
window opens.
Select
Duplicate Check
, and then select
OK
.
The
Document Types List
window opens.
Select
Close
.
Set Duplicate Alert Message for Document Types
File Maintenance Help for NextGen® Enterprise
Set Up Locations for Storing Images
From File Maintenance, select Master Files > System > Storage Locations. The Storage Locations List window opens. To edit an existing storage location, double-click the storage name and open the Storage Location window. To create a storage location, select the menu icon, and then select New. Enter information in the Storage Location window. You can enter more storage locations by selecting Next. Select OK and then Close. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. From Preference List, select EHR. In Storage Locations, select specific locations to set up for documents, images, notes, patient emails, patient reports, and patient education. Select OK. Parent topic: Practice Preferences for Storing Images and Documents
NextGen® Document Management User Guide,
Configure the Duplicate Data Alert Message
You can prevent filing duplicate data when users use the scan & file method. If users try to file documents containing similar items, the Duplicate Alert message appears. To activate this alert, you must configure the settings both at the document type and practice levels. Open File Maintenance. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. In Filing Options, select Duplicate Check, and then select OK.The Modify Practice Information window appears. Select OK to return to the Practices List window, and then select Close. Select the Document Types master file.The Document Types List window opens. Double-click the document type you want to activate the alert for.The Document Type Information window opens. Select the Duplicate Che
NextGen® Document Management Help,
Configure the Duplicate Data Alert Message
You can prevent filing duplicate data when users use the scan & file method. If users try to file documents containing similar items, the Duplicate Alert message appears. To activate this alert, you must configure the settings both at the document type and practice levels. Open File Maintenance. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. In Filing Options, select Duplicate Check, and then select OK.The Modify Practice Information window appears. Select OK to return to the Practices List window, and then select Close. Select the Document Types master file.The Document Types List window opens. Double-click the document type you want to activate the alert for.The Document Type Information window opens. Select the Duplicate Che
Help Guide for NextGen® Enterprise PM 8
Set Up a Document Type to Print Images With Claims
In File Maintenance, select Master Files > System > Document Types. Select the applicable document type. The Document Type Information window opens. Enable the Print with Claim check box. Select OK. Parent topic: Setting Up Claims to Print NextGen Document Management Images
Help Guide for NextGen® Enterprise PM 8
Set Up a Document Type to Print Images With Claims
In File Maintenance, select Master Files > System > Document Types. Select the applicable document type. The Document Type Information window opens. Enable the Print with Claim check box. Select OK. Parent topic: Setting Up Claims to Print NextGen Document Management Images
File Maintenance Help for NextGen® Enterprise
Set Up Document Types
Before you begin Set up the document fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Types.The Document Types List window opens. Select the open menu `button, and then select New.The Document Type Information window opens. Enter the necessary details, and then select Open folder button.The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each document type, in the Document Type Information window in File Maintenance, select the Potential O
