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

Set Up NextGen® Document Management Enterprise Preferences

Before you begin Ensure that you have a license for NextGen® Document Management to view the Document Management tab in the Enterprise Preferences window. To set enterprise preferences, you must do the following: Set a network share location to store all documents and images used by NextGen® Document Management. Allow network impersonation so you can set restrictions on access to the network location where the actual documents and image files are stored. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Document Management. Enter information in the relevant fields. Note: For more detailed information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen Document Management.

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

File Maintenance Help for NextGen® Enterprise

Set Up Enterprise Preferences

You can set preferences for all practices in your enterprise from NextGen® Enterprise PM or File Maintenance. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. Set your preferences on the various tabs in the Enterprise Preferences window.

NextGen® Document Management Help,

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

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

Setting Up Document Management Preferences in Enterprise Preferences

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Access Enterprise Preferences

Set Up NextGen® Document Management Enterprise Preferences

Set up Document Management Enterprise Preferences

Set Up Enterprise Preferences

Activate Searching for Documents or Images Across Practices

Activate Searching for Documents or Images Across Practices

Setting Up Document Management Preferences in Enterprise Preferences

Access Enterprise Preferences

Set Up NextGen® Document Management Enterprise Preferences

Set up Document Management Enterprise Preferences

Set Up Enterprise Preferences

Activate Searching for Documents or Images Across Practices

Activate Searching for Documents or Images Across Practices