Display Image Scanned Dates in Search Results

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

NextGen® Document Management User Guide,

Set Up Custom Chart Configurations for Pre-defined Searches

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 Custom Chart Configurations section, select the open menu button, and then select New. The Custom Chart Detail window opens. Enter the name of the custom chart, and then select the Configure Search Criteria button. The Image Lookup window opens. Enter the search criteria that you want to preserve as your Custom Chart Configuration. To add advanced search criteria, select Advanced, enter the criteria, and then select OK. On the Image Lookup window, select Find. The Custom Chart Detail window displays the selected search criteria. Sample search criteria displayed in the Custom Chart Criteria field of the the Custom Chart Detail window Optional: In the Patient Filter Criteria section, select the filter criteria that you want to include in the search criteria. For example, if you have selected criteria that search for uncategoriz

NextGen® Document Management User Guide,

Configure Your NextGen® Document Management User Preferences

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 Filing Options section, set up the default filing options. 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. Note: The default users you select in User Preferences are overridden by existing settings for document types. The default NextGen® Enterprise PM and NextGen® Enterprise EHR users or groups selected in the user preferences of NextGen® Document Management takes precedence over the users or groups selected in the Document Type Information window of File Maintenance. 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

NextGen® Document Management User Guide,

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using a single field or a combination of multiple fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results F

NextGen® Document Management User Guide,

Search for Images using Advanced Search

You can use advanced search options to find images based on the image scanned date, encounter date, and the person who scanned the images. For more accurate results, you can combine multiple search criteria. Note: Advanced search applies only to patient image searches. You cannot perform advanced search for non-person images. Open NextGen® Document Management, and then on the toolbar, select Search. The Image Lookup window opens. Optional: Enter any patient or image search criteria. Note: If you select one or more document types, then the Advanced Search Criteria window displays the fields associated with the selected document types. In the Image Search Criteria section, select Advanced. In the Advanced Search Criteria window, enter the search criteria, and then select OK. In Image Lookup, select Find. The Matching Records grid displays the details of the images matching the search criteria. To open a record, do one of the following: Double-click the record. Select the record, select o

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

Display Image Scanned Dates in Search Results

Recommendations

Activate Searching for Documents or Images Across Practices

Set Up Custom Chart Configurations for Pre-defined Searches

Configure Your NextGen® Document Management User Preferences

Search for Images and Documents

Search for Images using Advanced Search

View the NextGen® Document Management Significant Events History

Activate Searching for Documents or Images Across Practices

Set Up Custom Chart Configurations for Pre-defined Searches

Configure Your NextGen® Document Management User Preferences

Search for Images and Documents

Search for Images using Advanced Search

View the NextGen® Document Management Significant Events History