NextGen Knowledge Center

Configure the Duplicate Data Alert Message

You can prevent filing duplicate data when users use the scan & file method. If users try to file documents containing similar items, the Duplicate Alert message appears.

To activate this alert, you must configure the settings both at the document type and practice levels.

  1. Open File Maintenance.
  2. In Master Files, select System, PM, or Document Management, and then select Practices.
    The Practices List window opens.
  3. In the Practices list, double-click a practice.
    The Modify Practice Information window opens.
  4. Select Preferences.
    The Practice Preferences window opens.
  5. In Preferences List, select Imaging.
  6. In Filing Options, select Duplicate Check, and then select OK.
    The Modify Practice Information window appears.
  7. Select OK to return to the Practices List window, and then select Close.
  8. Select the Document Types master file.
    The Document Types List window opens.
  9. Double-click the document type you want to activate the alert for.
    The Document Type Information window opens.
  10. Select the Duplicate Check checkbox, and then select OK.
  11. In the Document Types List window, select Close.