Setting up NextGen® Document Management Preferences

Help Guide for NextGen® Enterprise PM 8

Set up General Preferences

You can customize the display of the main toolbar, mails, batch posting default, lookups, and eligibility verification responses in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. User preferences General tab Select the General tab, and select your preferences. Select OK. Parent topic: Configuring General User Preferences

File Maintenance Help for NextGen® Enterprise 8

Setting Default General Preferences - Doc Mgmt Tab

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. Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Setting Up Document Management Preferences in Enterprise Preferences

The Document Management tab on the Enterprise Preferences window displays only if you have a license for NextGen® Document Management. This tab enables you to set some NextGen® Document Management options at the enterprise level. To set the enterprise preferences, you must: Set a network share location to store all documents and images used by NextGen® Document Management. Enable network impersonation so you can set restrictions on access to the network location where the actual documents and image files are stored. Set up Document Management Enterprise Preferences 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

NextGen® Enterprise EHR Help

View User Preferences

Open NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window opens. The window contains the following tabs: General (displays by default when you open the Preferences window) Main Toolbar Medical Records Templates Medications Formulary Reference Quality Reporting Documents Parent topic: User Preferences

Setting up NextGen® Document Management Preferences

Recommendations

Set up General Preferences

Setting Default General Preferences - Doc Mgmt Tab

Setting Up Document Management Preferences in Enterprise Preferences

Set up Document Management Enterprise Preferences

Activate Searching for Documents or Images Across Practices

View User Preferences

Set up General Preferences

Setting Default General Preferences - Doc Mgmt Tab

Setting Up Document Management Preferences in Enterprise Preferences

Set up Document Management Enterprise Preferences

Activate Searching for Documents or Images Across Practices

View User Preferences