NextGen Knowledge Center

Document Type Information Fields

The description of the fields, which appears on the Document Type Information window.

FieldDescription
Document Type DescriptionName of the document type you want to create.
Document Type TemplateYou can select a template with pre-configured settings for the document type:
  • NextGen EOB: Adds a pre-configured EOB field and field settings to the document type. There should be at least 16 fields that populate after you select this option. Otherwise, the EOB functionality does not work.
  • NextGen Fee Tickets: Adds a pre-configured fee ticket field and field settings to the document type.
  • Patient Documents: Adds a pre-configured patient field and field settings to the document type.
Signature RequiredConfigures the document to require a signature.
Duplicate CheckChecks for any duplicate documents that are assigned the document type during the filing process in NextGen® Document Management.
Print with ClaimConfigures the documents that are assigned the document type to automatically print along with the patient claim.
Patient Portal AccessibleConfigures the documents that are assigned the document type to be sent to the patient's NextGen® PxP Portal account.
Potential Order ResultDisplays the NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders during the filing process.
Enable WorkflowCreates a workflow task each time you file an image or document that is assigned the document type.

When you select this checkbox, you must complete the Default Task Subject and the Default Task Description fields.

Create workflow task after document is filedThis option is available when you activate the Enable Workflow option.
Suppress workflow promptA workflow prompt is not displayed when you file a document. The Create Task window opens without any prompt.
PM Default User/GroupAssigns one default NextGen® Enterprise PM user and workgroup to a document type.
EHR Default User/GroupAssigns one default NextGen® Enterprise EHR user and workgroup to a document type.
Default Task SubjectDefault subject you want to apply to the workflow task.
Default Task DescriptionDefault description you want to apply to the workflow task.
View Category ListYou can select one or more checkboxes to the selected document type.

The View Category List section in the Document Type Information window displays the same set of categories as displayed in the Modify View Categories Information window.

Auto SearchSelect this option for the field if you want to perform an automatic search for the value that is entered into the field. For Example, if the Document Field for which you activate the Auto Search option is Medical Record Number, then when a value is entered for Medical Record Number, then automatically the database for patient information is searched and connected to that Medical Record Number and populates any other fields in the Document Types that can be completed using the located patient information.
RequiredSelect this option for fields you want to make required fields for the NextGen® Document Management user.
VisibleSelect this option for fields you want to make visible to the NextGen® Document Management user.
Field TypeDisplays whether the field is a system field, a key, or a user-defined field. You cannot modify the text in this column.
EHR/PM DisplaySelect this option for fields you want to display in the NextGen® Enterprise PM and NextGen® Enterprise EHR charts. You can select this option for user-defined fields only. This column is disabled and if a user tries to select this option, it no longer displays any error message as it displayed previously.