Set Up Document Types

NextGen® Document Management Help,

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

NextGen® Document Management User Guide,

Set Up Document Types

Before you begin Set up the document fields. For more information, go to Set Up 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 Management, and then select 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 docume

File Maintenance Help for NextGen® Enterprise 8

Set Up Document Types

Document types provide a specific classification for documents and images. Since you must assign document fields to document types, you should create your document fields before you create the document types. For information on setting up document fields, go to NextGen Healthcare Success Community and download the latest User guide for NextGen Document Manangement and see Set Up Document Fields. Note: NextGen Healthcare recommends that each document type has one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number to each document type, in the Document Type Information window at File Maintenance, select the Potential Order Result check box and mark the Person Nbr field as Required. In File Maintenance > Master Files, select System or PM or Document Management, and then select Document Types. The Document Types List window opens. Note: The Security option is added to the right-click option of Document Types. Select the Open

NextGen® Document Management Help,

Set Up Document Fields

Document fields provide keys that you can use to file and retrieve documents and images in NextGen® Document Management. You can create the following field types: System fields, or key fields, that locate specific person information in the database. For example, when you specify a person number, the other system field data such as last name and first name are retrieved automatically. The key fields are: encounter number, person number, and MRN. User defined fields that are not linked to any person demographic values. You can enter any value you want for a user-defined field. Open File Maintenance. In Master Files, select System, and then select Document Fields. The Document Fields List window opens. Select the open menu button, and then select New.The Document Field window opens. In Description, enter the field name you want to create. To designate the field type, select either the System or User-Defined option. For a system-defined field, select a name that you want to associate with

NextGen® Document Management User Guide,

Assign Document Types to Users by Security Group

Before you begin Set up document types. For more information, go to Set Up Document Types. You can control which document types are available to each NextGen® Document Management security group. The NextGen® Document Management security groups correspond to the user groups in System Administrator. When filing a document batch, users can apply only those document types that are available to their user group. Note: Users cannot file or search for documents until you assign document types to the user groups. Only a user with administrative rights can add document types to a group. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Optional: To switch between the Docu

NextGen® Document Management User Guide,

Copy Document Type Permissions to a Group

Assign all document types to the users. You can copy the Document Type permissions assigned to a group and apply those permissions to another group across practices. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Right-click the group you want to copy the document type permissions from, and then select Copy Permissions. Right-click the group you want to apply the document type permissions to, and then select Apply Permissions from <Practice name\Group name>. The <Practice name\Group name> represents the source practice name and group name. Note: The applied permissions overwrite the existing document type permissions that are configured for that group. Parent

Set Up Document Types

Before you begin

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Set Up Document Types

Set Up Document Types

Set Up Document Types

Set Up Document Fields

Assign Document Types to Users by Security Group

Copy Document Type Permissions to a Group

Set Up Document Types

Set Up Document Types

Set Up Document Types

Set Up Document Fields

Assign Document Types to Users by Security Group

Copy Document Type Permissions to a Group