Setting Up Document Management Preferences in Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Access Enterprise Preferences

To access Enterprise Preferences, do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Set up Document Management Enterprise Preferences

In File Maintenance, select Master Files > System > Enterprises. The Enterprises List window opens. Double-click the appropriate enterprise. Select Preferences and then select Document Management tab. Enter information in the desired fields. Note: For detailed information about these settings or about using the NextGen® Document Management application, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Parent topic: Setting Up Document Management Preferences in Enterprise Preferences

NextGen® Document Management User Guide,

Activate Searching for Documents or Images Across Practices

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Search Options section, select Enable Enterprise Search. In the confirmation message, select whether you want all practices to be selected by default in the NextGen® Document Management image search lookup. Note: When no practice is selected, the logged on practice is selected by default. The Practice Defaults folder appears next to the Enable Enterprise Search option. Select the Practice Defaults folder. In the Practice Defaults window, select OK. To search for an image, on the toolbar, select Search. In the Image Lookup window, select the search criteria, and then select Find. The Matching Records grid displays all documents associated with the selected practices. Parent topic: Configure Your NextGen Document Management User Preferences

Help Guide for NextGen® Enterprise PM 8

Setting up NextGen® Document Management Preferences

TheDoc Mgmttab is available only if your system is licensed forNextGen® Document Management. For more information on setting upNextGen® Document Managementuser preferences, go toNextGen Healthcare Success Communityand download the latestUser guide forNextGen® Document Management. User preferences Doc Management tab Parent topic: Configuring General User Preferences

NextGen® Document Management User Guide,

Configure NextGen® Document Management

Before using NextGen® Document Management, you must complete the following actions that can be performed in any order: Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed. Configure NextGen® Document Management security rights in System Administrator. Set up the archive location for all images and documents by doing one of the following: If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network. If you are not licensed to use remote scanning, set up the Network Share Location folder on your network. Note: You must provide full access rights (read, modify, add, and delete) to users for these folders. Configure network impersonation. Create an organization structure for the documents and images. You can set up document fields, document types, and view categories for the organization structure. If you are licensed to use remote scanning, then set up the following remote scanning functionality: Set up r

NextGen® Document Management User Guide,

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

Before you begin As a NextGen® Enterprise EHR user, you must have: Permissions assigned in all of the practices where images may exist for the patient. Access to the document types in the practices. When the Enterprise Chart feature is not turned on, NextGen® Enterprise EHR users can only view the NextGen® Document Management images that are maintained for the same practice. However, by turning on Enterprise Chart, the users can view NextGen® Document Management images that are maintained in any of the practices within the enterprise. Open File Maintenance. In Master Files, select System > Enterprises. In the Enterprises List window, double-click the enterprise from the list. In the Modify Enterprise Information window, select Preferences. The General tab opens in the Enterprise Preferences window. Select the Enterprise Chart checkbox. A message appears to confirm that you want to set the option. Note: After you select the Enterprise Chart checkbox, you cannot turn it off. Select Yes.

Setting Up Document Management Preferences in Enterprise Preferences

Recommendations

Access Enterprise Preferences

Set up Document Management Enterprise Preferences

Activate Searching for Documents or Images Across Practices

Setting up NextGen® Document Management Preferences

Configure NextGen® Document Management

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

Access Enterprise Preferences

Set up Document Management Enterprise Preferences

Activate Searching for Documents or Images Across Practices

Setting up NextGen® Document Management Preferences

Configure NextGen® Document Management

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR