Set Up the Quick File Configurations Master File

NextGen® Document Management Help,

Assign Quick File Configurations to Practices

Before you begin In Enterprise Preferences, you must activate Practice access for Quick File Configurations. Permit quick file configurations for specific practices in the enterprise by selecting the Practice access for quick file configurations master file checkbox through the Enterprise Preferences window. Open File Maintenance. In Master Files, select System, and then select Quick File Configurations.The Quick File Configurations List window opens. Right-click the configuration in the list that you want to assign, and then select Practice Access.The Quick File Master Access by Practice window opens. Select the practices that you want to have access to the Quick File configuration.To select all the practices, select the Practice option. Select OK. In NextGen® Document Management, activate the Quick File feature. Parent topic: Set Up Quick File See also Configure NextGen Document Management Enterprise Preferences Set Up Quick File Hot Keys Master File Set Up the Quick File Configurati

NextGen® Document Management Help,

Set Up Quick File

The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. Set Up Quick File Hot Keys Master File To use the Quick File feature, you must set up Quick File hot keys in File Maintenance. Set Up the Quick File Configurations Master File You must set up the Quick File configurations mas

NextGen® Document Management Help,

Set Up Quick File Hot Keys Master File

When you set up the Quick File Hot Keys master file and Quick File is activated, you can configure the Quick File entries that appear at the top of the File window in NextGen® Document Management. Each entry you make in the Quick File Hot Keys master file contains predetermined filing information that you can apply to a document or image by selecting the applicable Quick File entry. The Quick File Hot Keys master file saves you the time it would take to manually enter the filing information for each image in a batch. With the Quick File feature, you only need to select the appropriate Quick File listing for each document in the batch. Example Quick File list of hot keys Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Quick File Hot Keys. In the Quick File Hot Keys List window, select the open menu button, and then select New.The Hot Keys window opens. In Hot Key Description, enter a name up to 64 characters long for the hot key. Selec

NextGen® Document Management Help,

File a Batch with Quick File

Before you begin You must set up the Quick File in File Maintenance. Open NextGen® Document Management. On the toolbar, select Batches. In Image Batches, right-click the batch you want to file, and then select File.The File window opens with the Quick File option. Select the quick file configuration, and then select the quick file hot key you want to apply to the document. The configuration selected in the User Preferences appears as the default configuration. The File window displays the pre-configured document type and document fields with the filled information. Review the fields, and then enter or change information as necessary. Link NextGen® Enterprise EHR or NextGen® Adaptive Content Engine orders. To save the filing information, select Save. To file the next pages in the document, select the document type and associated fields. To file the next page as part of a new document, select File, and then select New Doc. Note: If you have configured the Cache user-defined data user pre

NextGen® Document Management User Guide,

Set Up Quick File

You can apply pre-configured filing information to a document or image using the Quick File feature. The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. To set up Quick File, do the following: In File Maintenance, configure the Quick File Hot Keys master file, and then configu

NextGen® Document Management User Guide,

Set Up the Quick File Configurations Master File

Before you begin Set up Quick File Hot Keys. For more information on configuring the Quick File Hot Keys master file, go to Set Up Quick File Hot Keys Master File. A Quick File configuration is a profile that controls which Quick File hot keys are available to the user when they file a batch of images. You can assemble and arrange the Quick File Hot Keys into any configuration that the Quick File Configurations master file allows you to create. For example, if there are six hot keys configured in the Quick File Hot Keys master file, you can create Quick File configurations that use different combinations of the hot keys for different filing situations. You could create a Quick File configuration that uses only two of the available hot keys. Another Quick File configuration that you create could use all six hot keys. Note: There is a limit of 25 Quick File hot keys that you can include in a single Quick File configuration. Open File Maintenance. In Master Files, select System, and then

Set Up the Quick File Configurations Master File

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