NextGen Knowledge Center

Configure Your Filing Options in User Preferences

When determining the default rendering provider, the NextGen® Document Management performs the following checks:

  • If the rendering provider is associated with the encounter.
  • If a rendering provider is not associated with the encounter, NextGen® Document Management checks patient and person information check to verify if arendering provider is attached to the patient or person.
  1. Open NextGen® Document Management.
  2. On the toolbar, select Admin, and then select Preferences > User.
    The Doc Mgmt tab opens in the User Preferences window.
  3. Select defaults for the Quick File Configuration profile, document type for filing a document, and then select the default rendering provider for the patient documents.

    When you file a document, you can manually assign a rendering provider that either overrides the selected provider or fills the Rendering Provider field.

  4. If you are licensed for barcode recognition and want to scan documents that have barcodes, select Enable barcode recognition.
  5. To configure NextGen® Document Management to recognize only the first patient barcode that appears in the batch, select Single patient barcoding.
  6. To display the images while you scan or import them into NextGen® Document Management, select Preview images during scan.
  7. To allow the system to load patient data for the previously filed document, select Cache patient data.
  8. To retain the information entered in the user-defined document fields when you move from one document to the next during the document filing process, select Cache user defined data.
  9. To prevent the NextGen® Document Management application from automatically displaying a list of available images for the active patients in either NextGen® Enterprise PM or NextGen® Enterprise EHR, select Suspend Application Sync.

    For more information on how NextGen® Document Management, NextGen® Enterprise PM and NextGen® Enterprise EHR work together, go to NextGen Healthcare Success Community and download the NextGen® Enterprise PM Best Practice Workflows.

  10. To automatically post batches during the Scan & File process, select Auto post during scan & file.
  11. To retain the document type used for the previous document when you select New Doc or Clear during a filing session, select Do not clear document type.
  12. To hide the secure batch to user field with the ID of the current user, select Disable auto batch secure.
  13. To automatically open the Image Batches window when you log on to NextGen® Document Management from NextGen® Enterprise PM or NextGen® Enterprise EHR through single sign-on, select Auto launch image batch.