Change NextGen® Document Management Enterprise and Practice

NextGen® Document Management User Guide,

Configure Practice Preference for Display of Orders

You can configure the default settings for NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders. Open File Maintenance. In Master Files, select System > Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Orders Module. In the Orders/Results Linking section, select the default view the orders appear in the linking window. In Order Type and Default Source, select the default source that each order type collects data from. In Adaptive Content Engine Order Status Update Upon Sign-off, select a status that is displayed for each order type when you complete a NextGen® Adaptive Content Engine order from the linking screen. Select OK. Parent topic: Configure NextGen Document Management

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® Background Business Processor Help 8

Configure Enterprise and Practice

Each NextGen® Background Business Processor package you set up applies to a specific enterprise and practice. You can change the enterprise and practice to which the NextGen® Background Business Processor package that you created belongs. Select File > Change Practice to access the Change Practice window. When first accessed, the Change Practice window displays the currently active enterprise and practice. From the drop-down list for each field on the window, select the enterprise and practice for which you want to create or modify scheduled packages. Note: The window lists only the enterprises and practices to which the current user has access. Select OK. Parent topic: Configuring NextGen Background Business Processor

NextGen® Document Management User Guide,

Assign Quick File Configurations to Practices

Before you begin In Enterprise Preferences, you must activate Practice access for Quick File Configurations. 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 Related tasks Configure NextGen Document Management Enterprise Preferences

NextGen® Document Management User Guide,

Configure NextGen® Document Management

Before using NextGen® Document Management, you must complete the following actions that can be performed in any order: Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed. Configure NextGen® Document Management security rights in System Administrator. Set up the archive location for all images and documents by doing one of the following: If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network. If you are not licensed to use remote scanning, set up the Network Share Location folder on your network. Note: You must provide full access rights (read, modify, add, and delete) to users for these folders. Configure network impersonation. Create an organization structure for the documents and images. You can set up document fields, document types, and view categories for the organization structure. If you are licensed to use remote scanning, then set up the following remote scanning functionality: Set up r

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

Change NextGen® Document Management Enterprise and Practice

Recommendations

Configure Practice Preference for Display of Orders

Set Up Quick File

Configure Enterprise and Practice

Assign Quick File Configurations to Practices

Configure NextGen® Document Management

Activate Searching for Documents or Images Across Practices

Configure Practice Preference for Display of Orders

Set Up Quick File

Configure Enterprise and Practice

Assign Quick File Configurations to Practices

Configure NextGen® Document Management

Activate Searching for Documents or Images Across Practices