Quick File Hot Keys

NextGen® Document Management User Guide,

Set Up Quick File Hot Keys Master File

When you set up the Quick File Hot Keys master file and Quick File is activated, you can configure the Quick File entries that appear at the top of the File window in NextGen® Document Management. Each entry you make in the Quick File Hot Keys master file contains predetermined filing information that you can apply to a document or image by selecting the applicable Quick File entry. The Quick File Hot Keys master file saves you the time it would take to manually enter the filing information for each image in a batch. With the Quick File feature, you only need to select the appropriate Quick File listing for each document in the batch. Example Quick File list of hot keys Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Quick File Hot Keys. In the Quick File Hot Keys List window, select the open menu button, and then select New. The Hot Keys window opens. In Hot Key Description, enter a name up to 64 characters long for the hot key. Sele

File Maintenance Help for NextGen® Enterprise 8

Quick File Configurations

After you have created one or more Quick File Hot Keys, you can assemble and arrange the hot keys into the configurations that the Quick File Configurations master file enables you to create. For example, if there are six hot keys configured in the Quick File Hot Keys master file, you can create Quick File Configurations that use different combinations of the hot keys for different filing situations. You might only want to create a Quick File Configuration that uses only two of the available hot keys. Another Quick File Configuration that you create could use all six of the hot keys. A Quick File Configuration is a profile that controls which Quick File hot keys are available to the user when filing a batch of images. Note: There is a limit of 25 Quick File Hot Keys that you can include in a single Quick File Configuration. To set up a Quick File Configuration: Access File Maintenance and select Master Files > System > Quick File Configurations. The Quick File Configurations List windo

NextGen® Document Management User Guide,

Set Up Quick File

You can apply pre-configured filing information to a document or image using the Quick File feature. The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. To set up Quick File, do the following: In File Maintenance, configure the Quick File Hot Keys master file, and then configu

NextGen® Document Management User Guide,

Set Up the Quick File Configurations Master File

Before you begin Set up Quick File Hot Keys. For more information on configuring the Quick File Hot Keys master file, go to Set Up Quick File Hot Keys Master File. A Quick File configuration is a profile that controls which Quick File hot keys are available to the user when they file a batch of images. You can assemble and arrange the Quick File Hot Keys into any configuration that the Quick File Configurations master file allows you to create. For example, if there are six hot keys configured in the Quick File Hot Keys master file, you can create Quick File configurations that use different combinations of the hot keys for different filing situations. You could create a Quick File configuration that uses only two of the available hot keys. Another Quick File configuration that you create could use all six hot keys. Note: There is a limit of 25 Quick File hot keys that you can include in a single Quick File configuration. Open File Maintenance. In Master Files, select System, and then

NextGen® Document Management User Guide,

File a Batch with Quick File

Before you begin You must set up quick file in File Maintenance. When the Quick File feature is activated in NextGen® Document Management, you can select and enter predetermined filing information for documents in a batch. NextGen® Document Management files the page of the current document and automatically moves to the next page. When filing a scanned or imported document to separate documents or the documents of a multi-document batch, you can automatically do the following to file pages to a new document: If you select a different Quick File button for the second (or later) page of a document, NextGen Document Management files to a new document, beginning with the current page. If you select a different Quick File configuration, NextGen® Document Management files to a new document, beginning with the current page. It files the first page of the new document according to the Quick File button you select. Select a patient before you select a document type for filing. Perform a new pat

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

Quick File Hot Keys

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Set Up Quick File Hot Keys Master File

Quick File Configurations

Set Up Quick File

Set Up the Quick File Configurations Master File

File a Batch with Quick File

Set Up Document Types

Set Up Quick File Hot Keys Master File

Quick File Configurations

Set Up Quick File

Set Up the Quick File Configurations Master File

File a Batch with Quick File

Set Up Document Types