Setting up Electronic Signatures

File Maintenance Help for NextGen® Enterprise 8

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created. To create a form, do the following: Access File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window appears. In the Form Group field, select a form group. Note: You can select (All) Forms, but you will be prompted to select a form group upon saving. Right-click on a form group from the list that is displayed and select New. Select Blank Form. A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed. Select Save after creating your form. In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description. Note: You can only enter up to 40 characters for the Form Name and Form Description. Select OK. Notice the new form group in the list displayed. Note: When you create an enhanced form in File M

Help Guide for NextGen® Enterprise PM 8

Electronic Signature in Forms Enhanced

The Electronic Signature feature in Forms Enhanced enables you to electronically sign multiple forms or at multiple locations within the same form, for an account or a patient. You must have an electronic signature pad properly installed and configured to obtain electronic signatures. You must add a System Esignature data field in the Forms Enhanced master file in File Maintenance to enable this feature in NextGen® Enterprise PM. You can electronically sign documents shared between different practices; however, you cannot electronically sign documents when generating a blank form from the File > Print menu or when selecting forms for multiple patients. For setting up electronic signatures, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Capture Electronic Signatures Archive Electronically Signed Forms You can archive electronically signed enhanced forms. Capture Electronic Signatures on Multiple Forms You can c

File Maintenance Help for NextGen® Enterprise 8

Resize an Esignature Image

You can modify the Esignature image size within the Esignature Image Size window after enabling the Require Esignature check box in the Esignature Options group on the Home tab of the form. You must save the form with an Esignature data field to enable the Require Esignature check box. Open an existing form from the Forms Enhanced window. On the Home tab, in the Esignature Options group, select Esignature Size. The Esignature Image Size window opens. Do one of the following: In the Height box, enter the height of the electronic signature image in pixels to automatically adjust the width as per the aspect ratio. Clear the Auto Scale Height/Width check box and then enter the height and width of the electronic signature image in pixels in the Height and Width boxes respectively. Note: By default, the Auto Scale Height/Width check box is selected. For height, you can enter a minimum pixel value of 40 and a maximum value of 200. For width, you can enter a minimum pixel value of 80 and a max

File Maintenance Help for NextGen® Enterprise 8

Insert a System Esignature Data Field

Open a form from the Forms Enhanced window. In the Data Repository panel, expand the System Information data field group. Do one of the following: Drag the System Esignature data field and place it on the form. Place the cursor where you want to add the data field and double-click System Esignature data field. The <SystemEsignature> data field appears on the form. Note: When you save a form that contains at least one System Esignature data field, the Require Esignature check box in the Esignature Options group on the Home tab is automatically selected. Parent topic: Setting up Electronic Signatures

File Maintenance Help for NextGen® Enterprise 8

Add an Esignature Tag

You can add an Esignature Tag to identify the individual who must sign the form. The maximum Tag Name length is 30 characters. Right-click the inserted System Esignature data field and then select Add Esignature Tag. The Esignature Tag window opens. In the Tag Name box, enter the name for the tag, and then select OK. System Esignature data field is suffixed with the @ symbol along with the tag name provided for that data field. Note: You cannot use the following characters or words in a Tag Name: @, |, ALL, Default, Default followed by a numeric value such as Default 1, {}, and any other symbols or special characters entered using shortcut keys. Parent topic: Setting up Electronic Signatures

File Maintenance Help for NextGen® Enterprise 8

Modify or Clear an Esignature Tag

Select and right-click the System Esignature data field you want to modify, and then select Modify Esignature Tag. The Esignature Tag window opens. Modify the tag name and then select OK. To clear an electronic signature tag, right-click the system esignature data field and then select Clear Signature Tag. Parent topic: Setting up Electronic Signatures

Setting up Electronic Signatures

Recommendations

Create an Enhanced Form

Electronic Signature in Forms Enhanced

Resize an Esignature Image

Insert a System Esignature Data Field

Add an Esignature Tag

Modify or Clear an Esignature Tag

Create an Enhanced Form

Electronic Signature in Forms Enhanced

Resize an Esignature Image

Insert a System Esignature Data Field

Add an Esignature Tag

Modify or Clear an Esignature Tag