Enable Remote Scanning For a User

NextGen® Document Management User Guide,

Prevent SetDB Overwrite Over Remote Scanning in Ngconfig.ini

For remote scanning to function with NextGen® Document Management, the ngconfig.ini file must contain the [NGICSRemoteScanning] section. This section is automatically added to the ngconfig.ini file when you activate remote scanning. However, if you subsequently use the SetDB utility to change environments, the [NGICSRemoteScanning] section of the ngconfig.ini file can be overwritten. You can prevent the overwriting of the [NGICSRemoteScanning] section of the file when you use SetDB. Set up the Remote Scanning service. Open the current ngconfig.ini file in a text editor, and then make sure that the [NGICSRemoteScanning] section exists. The section should be located at the bottom of the file. Save the ngconfig.ini file as ngconfig01.txt in the Config folder on the server where your NextGen Healthcare applications are installed. Check for the [NGICSRemoteScanning] section, and then save the ngconfig.ini for each environment (server) that you run NextGen Healthcare applications on. Note: W

NextGen® Document Management User Guide,

Set Up Remote Connections

You can use the Remote Connections master file to specify the parameters of the network connection between the central NextGen® Document Management installation and remote NextGen® Document Management locations. Open File Maintenance. In Master Files, select System > Remote Connections.The Remote Connections List window opens. Perform one of the following: To add an item, select the open menu button, and then select New. To modify an existing item, select the item in the list, select the open menu button, and then select Open. The Remote Connection Configuration window displays. Enter the remote connection name, block size to use for each transfer, and then the time interval to occur between transfers.For example, a block size of 4 means the file transfers 4096 bytes at a time. In Note, enter additional information about the storage location. Optional: To hide the storage location, select the Hide checkbox. Select Next to add another item or select OK to return to the Remote Connection

NextGen® Document Management User Guide,

Configure NextGen® Document Management

Before using NextGen® Document Management, you must complete the following actions that can be performed in any order: Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed. Configure NextGen® Document Management security rights in System Administrator. Set up the archive location for all images and documents by doing one of the following: If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network. If you are not licensed to use remote scanning, set up the Network Share Location folder on your network. Note: You must provide full access rights (read, modify, add, and delete) to users for these folders. Configure network impersonation. Create an organization structure for the documents and images. You can set up document fields, document types, and view categories for the organization structure. If you are licensed to use remote scanning, then set up the following remote scanning functionality: Set up r

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,

Configuring NextGen® Document Management Security

For NextGen® Document Management usage, you can configure the following for security controls: You can restrict users based on the document type. You can use network impersonation to restrict network access to image and document files. Network impersonation is a security process that controls user access to the image and document files stored in the Network Share Location folder. In NextGen® Document Management, you can use the username and password configured in enterprise preferences when you manipulate files in Windows® . You can set up operation rights to NextGen® Document Management imaging and report functions for user groups in System Administrator. You can manage access rights related to the scan templates for the security groups in System Administrator. Note: You must have the Modify permission to access the NextGen® Document Management images. Configure Operation Rights for Imaging Tasks You can configure operation rights for user groups to control image-related functions. Se

NextGen® Document Management User Guide,

Display Image Scanned Dates in Search Results

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 Use Scanned Date in search results, and then select OK. To open the Image Lookup window, on the toolbar, select Search. Enter the search criteria, and then select Find. In Matching Records, select and open a record. The Search Results window displays the matching records. The first column displays the scanned dates in descending order. Search results window displaying the scanned dates Note: You can select the date or checkbox of a date to view the category and document type. The enterprise preferences determine whether the category type appears in the search results. Parent topic: Configure Your NextGen Document Management User Preferences

Enable Remote Scanning For a User

Recommendations

Prevent SetDB Overwrite Over Remote Scanning in Ngconfig.ini

Set Up Remote Connections

Configure NextGen® Document Management

Activate Searching for Documents or Images Across Practices

Configuring NextGen® Document Management Security

Display Image Scanned Dates in Search Results

Prevent SetDB Overwrite Over Remote Scanning in Ngconfig.ini

Set Up Remote Connections

Configure NextGen® Document Management

Activate Searching for Documents or Images Across Practices

Configuring NextGen® Document Management Security

Display Image Scanned Dates in Search Results