NextGen Knowledge Center

Configure Your NextGen® Document Management User Preferences

  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. In the Filing Options section, set up the default filing options.
  4. In the Tasking Options section, select default users for To-Do form tasking, select a default category for To-Do list items for the users, and then apply the current date to the items created for the users' To-Do list.
  5. In the Printing Options section, select the print options you want to set as the default.
    The Print Doc Mgmt Images window displays the default printing options that you select in the Printing Options section.
  6. In the Viewer Options section, set up the viewer-related user preferences.

    When you select the option to open images in a new viewer, you can open up to six separate viewers.

    By default, a message Not all pages have been viewed appears when you apply a signature to a document page and then file the document before you have accessed every page of the document. For specific users, administrators can configure the NextGen® Document Management application to not display the warning, but a significant event is created if the user does not view all the pages of a document.

    If you select Single click signature, you can add a signature to a document by selecting the Signature button on the viewer toolbar. If you do not select the Single click signature option, you must select the Provider Signature button on the viewer toolbar, and then drag the pointer across the image while you hold down the left-mouse button. This action draws a box that holds the signature onto the image and then you can place the signature anywhere on the image.

  7. In the Search Options section, select the necessary document search options including the following:
    • If you select the Cache document types option, the application remembers the last document type that you searched for. The same document type is then displayed in the Document Type field when you access the Image Lookup window.
    • If you select the Advanced patient result screen option, the search results display in advanced mode where you can sort the results by selecting the appropriate column header.
  8. In the Custom Chart Configurations section, set up the search criteria that you want to preserve as the custom chart configuration.