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Set Up the Archive Path
In File Maintenance, access
Master Files
>
System
or
PM
or
Document Management
>
Practices
.
The
Practices List
window opens.
In the Practices list, double-click the practice for which you want to set the Archive Path.
The
Modify Practice Information
window opens.
Select
Preferences
.
The
Practice Preferences
window opens.
In the
Preference List
, select
Imaging
.
From the
Archive Path
list, select one of the pre-configured storage locations.
Note:
If the storage location you want to use for the Archive Path is not listed, you must create it.
The network path for the folder you selected appears in the
Archive Path
field.
Select
OK
to return to the
Modify Practice Information
window.
Select
OK
to return to the
Practices List
window, and then select
Close
.
Set Up the Archive Path
File Maintenance Help for NextGen® Enterprise 8
Set Up Storage Locations
You can set up your storage locations for patient chart items. From File Maintenance, select Master Files > System > Storage Locations. The Storage Locations List window opens. To edit an existing storage location, double-click a Storage Name. To create a storage location, select open menu and select New. The Storage Location window opens. 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. Either select Next to enter another storage location or select OK to exit the Storage Location window. Select Close to exit the Storage Locations List window. Select Practices from the Master Files list. A list of practices appears. Double-click a p
File Maintenance Help for NextGen® Enterprise 8
Imaging Archive Path
The Archive Path is the permanent storage location for all documents and images maintained by the NextGen® Document Management application. It differs from the Network Share Location in that it functions at the practice level rather than the enterprise level. The Archive Path replaces the Network Share Location when you activate remote scanning. When you use remote scanning, all images scanned at a remote location are moved at regular intervals by the Remote Scanning Network Service from that location's temporary storage folder to the Archive Path. The Archive Path must be: located at the main site of the practice. accessible on the network to and from all remote storage locations. set up before NextGen® Document Management can save images to network storage locations. The application displays error message if the Archive Path has not been set up. Note: Before you can assign a network folder to serve as the Archive Path, the folder must be identified as a storage location in NextGen® D
File Maintenance Help for NextGen® Enterprise 8
Set Up the Cache Path
Access the File Maintenance application and select Master Files > Document Management > Practices The Practices List window opens. Double-click on the Practice for which you want to set the Cache Path. The Modify Practice Information window opens. Select the Preferences button. The Practice Preferences window opens. Select the Imaging tab. Select one of the pre-configured storage locations listed in the drop-down menu of the Cache Path field. If the storage location you want to use is not listed, you must create it. Select OK on the bottom of the Practice Preferences window. Select OK on the Modify Practice Information window. Select Close on the Practices List window. Parent topic: Imaging Cache Path
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
File Maintenance Help for NextGen® Enterprise 8
Open the Practice Preferences
Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences
File Maintenance Help for NextGen® Enterprise 8
Set the Practice Default for the Release of Information
To access Practice Preferences, do one of the following: Select the Admin > menu > Preferences > Practice. In File Maintenance, select Master Files - System and select Practices. Double-click a practice, and then select Preferences. The Practice Preferences window opens Select the Chart Practice Preferences. Select the appropriate option from the Release of Information field. Select OK. Parent topic: Setting the Practice Default for the Release of Information
