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 Help,

Change NextGen® Document Management Enterprise and Practice

Before you begin You must be logged into your NextGen® Document Management account. You can change the enterprise and practice that NextGen® Document Management accesses. On the toolbar, select Tasks, and then select Change Practice.The Practice Change window opens. Select either a new enterprise, a new practice, or both. The practices available depend on the enterprise you select. Select OK. Parent topic: Configure NextGen Document Management

NextGen® Background Business Processor User Guide

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.

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,

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

Change NextGen® Document Management Enterprise and Practice

Configure Enterprise and Practice

Configure Enterprise and Practice

Assign Quick File Configurations to Practices

Activate Searching for Documents or Images Across Practices

Change NextGen® Document Management Enterprise and Practice

Configure Practice Preference for Display of Orders

Change NextGen® Document Management Enterprise and Practice

Configure Enterprise and Practice

Configure Enterprise and Practice

Assign Quick File Configurations to Practices

Activate Searching for Documents or Images Across Practices