Configure Significant Event Tracking for NextGen® Document Management

NextGen® Document Management User Guide,

Select Event Tracking with Advanced Auditing

Advanced auditing tracks the events across all NextGen® Enterprise applications. You can access the setup for Advance Auditing in the NextGen® Enterprise EHR, NextGen® Enterprise PM, NextGen® Document Management, and System Administrator. Open NextGen® Document Management. On the toolbar, select Admin, and then select Advanced Audit Setup. The Advanced Audit Setup window opens with the Events Setup tab displaying the current enterprise name. Advanced Audit Setup window Select which events to track by doing one of the following: To track all events within an enterprise, select the enterprise name checkbox. To track all events within a practice, expand the enterprise name, and then select the practice name checkbox. To track specific events, expand the enterprise and then practice, then select the event options that you want to audit. Select OK. Parent topic: Configure NextGen Document Management

NextGen® Document Management User Guide,

View the NextGen® Document Management Significant Events History

You can view the history of NextGen® Document Management activity for a patient by: Accessing the patient's chart in NextGen® Enterprise PM. Generating the Significant Events report. Note: You can view the Document Exported event on the Doc Mgmt Sig Event report or right-click an image and select Image Properties. Open NextGen® Enterprise PM. On the toolbar, select Chart, and then search for a patient. For information on searching for a patient, go to NextGen Healthcare Success Community and download the Patient Demographics Guide for NextGen® Enterprise. Open the patient chart, and then select the Clinical History/Notes tab. Expand the History section, and then select Document Management. The Details section displays the list of significant events. Generate the Significant Events Report You can generate the significant events report in NextGen® Enterprise PM. Parent topic: Search for Images and Documents Related tasks Configure Significant Event Tracking for NextGen Document Managemen

File Maintenance Help for NextGen® Enterprise 8

Significant Events Preferences

The application tracks selected significant events for logging and auditing purposes. Selections made for significant events at the Enterprise level take effect across all practices. Selections for events at the Practice level must be made for each practice. All significant events are enabled by default. Significant events can be viewed in NextGen® Enterprise PM in the Significant Events report and at the account, chart, and encounter levels. Activate Significant Events You can select and track the significant events through the Enterprise, System, or individual practices. Significant Events Security Rights You can control access to the Significant Events Preferences by modifying the users group security rights. Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. Add a Significant Events Message to the Significant Events Report You can add or remove messages that display in the message box of the sig events msg tab

File Maintenance Help for NextGen® Enterprise 8

Significant Events Reference List

You can view reports of the significant events in System Administrator and NextGen® Enterprise PM. The reports that display significant events in NextGen® Enterprise PM are Significant Events and Significant Event History. You can set up the following significant events in NextGen® Enterprise PM and System Administrator. The events are categorized by Enterprise, Practice, and System Levels. Enterprise Level Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. Practice Level Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. System Level Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. Parent topic: Significant Events Preferences

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

NextGen® Document Management User Guide,

Generate the Significant Events Report

Access the NextGen® Enterprise PM application. Open NextGen® Enterprise PM. From the menu, select Reports, and then select General > Significant Events. In Report Filter: Significant Events, set the report filters. Ensure that at least the Chart and Person event source options are selected. Select OK. The report generates. Parent topic: View the NextGen Document Management Significant Events History

Configure Significant Event Tracking for NextGen® Document Management

Recommendations

Select Event Tracking with Advanced Auditing

View the NextGen® Document Management Significant Events History

Significant Events Preferences

Significant Events Reference List

Significant Events Report

Generate the Significant Events Report

Select Event Tracking with Advanced Auditing

View the NextGen® Document Management Significant Events History

Significant Events Preferences

Significant Events Reference List

Significant Events Report

Generate the Significant Events Report