NextGen Knowledge Center

Set Up Storage Locations

You can set up your storage locations for patient chart items.
  1. From File Maintenance, select Master Files > System > Storage Locations.
    The Storage Locations List window opens.

  2. To edit an existing storage location, double-click a Storage Name.
  3. To create a storage location, select open menu and select New.
    The Storage Location window opens.

  4. Enter the following information:
    • In Storage Name, enter a name for the storage location.
    • In the Storage Type section, select the File System option.
    • In the File Storage section, enter the path of the storage location or select open folder to select a folder you want to use as the location.
    • In the Application section, select the EHR option.
    • In the Note field, enter comments on the storage location, if any.
  5. Either select Next to enter another storage location or select OK to exit the Storage Location window.
  6. Select Close to exit the Storage Locations List window.
  7. Select Practices from the Master Files list.
    A list of practices appears.
  8. Double-click a practice.
  9. Select Practice Preferences in the Modify Practice Information window.
    The Practice Preferences window opens.
  10. In the Preference List pane, select EHR.
    The NextGen® Enterprise EHR preferences for that practice appears.

  11. In the Storage Locations section, select specific locations for documents, images, notes, patient emails, patient reports, and patient education.
  12. Select OK.