Assign Document Types to Users by Security Group

NextGen® Document Management User Guide,

Set Up Document Fields

Document fields provide keys that you can use to file and retrieve documents and images in NextGen® Document Management. You can create the following field types: System fields, or key fields, that locate specific person information in the database. For example, when you specify a person number, the other system field data such as last name and first name are retrieved automatically. The key fields are: encounter number, person number, and MRN. User defined fields that are not linked to any person demographic values. You can enter any value you want for a user-defined field. Open File Maintenance. In Master Files, select System, and then select Document Fields. The Document Fields List window opens. Select the open menu button, and then select New. The Document Field window opens. In Description, enter the field name you want to create. To designate the field type, select either the System or User-Defined option. For a system-defined field, select a name that you want to associate with

NextGen® Document Management User Guide,

Set Up Document Types

Before you begin Set up the document fields. For more information, go to Set Up Document Fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Management, and then select Document Types. The Document Types List window opens. Select the open menu `button, and then select New. The Document Type Information window opens. Enter the necessary details, and then select Open folder button. The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each docume

NextGen® Document Management User Guide,

Integrate Fee Tickets With a Document Type

You can configure a document type for fee tickets so that when you assign it to a document during the filing process in NextGen® Document Management, the application creates a workflow task that instructs the user to post the charges listed on the digital fee ticket in the NextGen® Enterprise PM application. You must first create a document type for fee tickets and then create a task type for fee tickets in File Maintenance. Open File Maintenance. In Master Files, select System > Document Management, and then select Document Types. The Document Types List window opens. Select the open menu button, and then select New. The Document Type Information window opens. In Document Type Description, enter Fee Tickets. In Document Type Template, select NextGen Fee Tickets. Make sure that the Person Number and the Encounter Number fields are included in the document type and that they are both set to Auto Search. Select OK. In Master Files, select PM > Task Types. The Task Types List window opens

NextGen® Document Management User Guide,

Copy Document Type Permissions to a Group

Assign all document types to the users. You can copy the Document Type permissions assigned to a group and apply those permissions to another group across practices. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Right-click the group you want to copy the document type permissions from, and then select Copy Permissions. Right-click the group you want to apply the document type permissions to, and then select Apply Permissions from <Practice name\Group name>. The <Practice name\Group name> represents the source practice name and group name. Note: The applied permissions overwrite the existing document type permissions that are configured for that group. Parent

NextGen® Document Management User Guide,

Imaging Operation Rights List

The following table lists the operation rights for NextGen® Document Management that you can set up for user groups. Operation Right Action Users Can Perform Access Secured Image Batches Access image batches that are locked to another user. Annotate Add text to documents and images in NextGen® Document Management. Batch Posting Post a batch of documents and images in NextGen® Document Management. Batch Scanning Scan a batch of documents and images in NextGen® Document Management. Create Quick Note Create quick notes and attach them to documents or pages. Custom Chart Create a customized chart. Delete Batch Delete the non-posted batches in NextGen® Document Management. Delete Document Delete documents in NextGen® Document Management. Delete Page Delete a page from a batch before it is posted. This right also controls whether you can move a page to another batch. Delete Quick Note Delete quick notes that are attached to images or documents. Doc Mgmt Batch Processing Configure security co

System Administrator Help

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

Assign Document Types to Users by Security Group

Before you begin

Recommendations

Set Up Document Fields

Set Up Document Types

Integrate Fee Tickets With a Document Type

Copy Document Type Permissions to a Group

Imaging Operation Rights List

Assign Rights to User Groups

Set Up Document Fields

Set Up Document Types

Integrate Fee Tickets With a Document Type

Copy Document Type Permissions to a Group

Imaging Operation Rights List

Assign Rights to User Groups