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 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

Help Guide for NextGen® Enterprise PM 8

Set Up a Release of Information Default at the Practice Level

Do one of the following: Select the Admin menu and then select Preferences and then Practice. In File Maintenance, select Master Files - System > Practices. On the Practices List window, 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 Up a Release of Information Default

Set Up the Archive Path

Recommendations

Set Up Storage Locations

Imaging Archive Path

Set Up the Cache Path

Open the Practice Preferences

Set the Practice Default for the Release of Information

Set Up a Release of Information Default at the Practice Level

Set Up Storage Locations

Imaging Archive Path

Set Up the Cache Path

Open the Practice Preferences

Set the Practice Default for the Release of Information

Set Up a Release of Information Default at the Practice Level