Document Type Information Fields

Review the table and complete the following fields:

Field	Description
Document Type Description	Enter the name of the document type you want to create.
Document Type Template	You can select a template that makes pre-configured settings for the Document Type. The available Document Type templates are: NextGen EOB - Select this template to add pre-configured EOB field and field settings to the Document Type. There should be at least 16 fields that populate after this is selected. Otherwise, the EOB functionality will not work. NextGen Fee Tickets - Select this template to add pre-configured fee ticket field and field settings to the Document Type. Patient Documents - Select this template to add pre-configured patient field and field settings to the Document Type. For more information on creating EOB Document Types, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen® Document Management and see Create an EOB Dcoument Type.
Signature Required	Select this check box if you want the document to require a signature.
Duplicate Check	Select this check box if you want the application to check for any duplicate documents that are assigned the document type during the filing process in the NextGen® Document Management application. Note: The Duplicate Alert message displays when you use the Scan & File option.
Print with Claim	Select this check box when you want the documents that are assigned the document type to automatically print along with the patient claim.
Patient Portal Accessible	Select this check box if you want the documents that are assigned the document type to be sent to the patient's NextGen® PxP Portal account.
Potential Order Result	Select this check box to display the open NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders the File window during the filing process. Note: Mark the Person Nbr field as Required when you select the Potential Order Result check box, as the person number is a unique identifier for each patient and it displays the appropriate open orders for the selected patient in the filing screen.
Enable Workflow	Select this check box if you want the application to create a Workflow task each time you file an image or document that is assigned the document type. When you select this check box, you must complete the Default Task Subject and the Default Task Description fields (see below). Note: The Workflow task creation reminder displays only when you use the Scan & File option.
Create workflow task after document is filed	This option becomes available when you activate the Enable Workflow option.
Suppress workflow prompt	This option becomes available when you activate the Enable Workflow option. When you activate this option, the application does not display the workflow prompt when you file a document: The application displays the Create Task window without prompting you first.
PM Default User/Group	Assigns one default NextGen® Enterprise PM user and workgroup to a document type. Note: The default NextGen® Enterprise PM user or group selected in user preferences of NextGen® Document Management takes precedence over the user or group selected in Document Type Information window of File Maintenance.
EHR Default User/Group	Assigns one default NextGen® Enterprise EHR user and workgroup to a document type. Note: The default NextGen® Enterprise EHR user or group selected in user preferences of NextGen® Document Management takes precedence over the user or group selected in Document Type Information window of File Maintenance.
Default Task Subject	Enter the default subject that you want to apply to the Workflow task.
Default Task Description	Enter the default description that you want to apply to the Workflow task.
View Category List	Select one or more check boxes to the selected Document Type. The View Category List section in the Document Type Information window displays the same set of categories as displayed in the Modify View Categories Information window as shown in the following image: