File a Batch

After you scan a batch of documents and images into NextGen® Document Management, you can file them to make the individual documents of the batch easily available when you search for the document. The application holds the current file values when you change document types while filing batches.

As you file a large batch, if the filing information does not change starting from the second page to several pages afterwards , you can select the navigation buttons to move through the pages until you reach a page that begins a new document. You can either select New Doc or select a different document type in the list to create a new document. Using the navigation buttons to move through a document while filing eliminates unnecessary database accesses since whenever you select File, you save the data to the database.

Note:

You can file maximum 50 pages in a single document.
When you file to a document with a rendering provider on it and select a patient with a default primary care physician, you can clear the rendering provider option.

Open NextGen® Document Management.
On the toolbar, select Batches.
In Image Batches, right-click the batch you want to file, and then select File.
The viewer displays the first page of the first document in the batch, and the File window opens.
In the File window, select a document type for the page displayed in the viewer.
The fields associated with the document type appear.
Note: If you selected the Potential Order Result checkbox on the File Maintenance window, a list of open NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders displays on the Link tab for the selected document type and patient. Referral orders display only for the Adaptive Content Engine option and not for the Orders Module option.
Enter the required details for the fields associated with the document type.
Link NextGen® Enterprise EHR or NextGen® Adaptive Content Engine orders.
To save the filing information, select Save.
To file the next pages in the document, select the document type and associated fields.
To file the next page as part of a new document, select File, and then select New Doc.

Note: If you have configured the Cache user-defined data user preference in NextGen® Document Management, then the contents of the fields that are entered for the previous document are retained.

The File window displays the previously selected document type and document fields when you select New Doc.
Note: Before you select any icon on the NextGen® Document Management toolbar, close the Batch Information window, or close the Document window in the middle of the filing process, you need to unlink the recently linked order. Otherwise, the application displays the message stating that the recently linked order must be unlinked to successfully revert the filing operation changes.
To change the document type that was linked recently with an order, unlink the order before you select a different document type.
To delete the filing information, unlink the orders that you have linked recently, and then select Clear.

If you selected the Do not clear document type option in the User Preferences window, the attributes of the document type are available with the previous document type filed. However, the attribute values are cleared. If you have not selected the option, the previous document type is cleared, and no attributes are available. You must select a document type in the Document Type field.
Select OK.

File a Batch

Note:

You can file maximum 50 pages in a single document.
When you file to a document with a rendering provider on it and select a patient with a default primary care physician, you can clear the rendering provider option.

Open NextGen® Document Management.
On the toolbar, select Batches.
In Image Batches, right-click the batch you want to file, and then select File.
The viewer displays the first page of the first document in the batch, and the File window opens.
In the File window, select a document type for the page displayed in the viewer.
The fields associated with the document type appear.
Note: If you selected the Potential Order Result checkbox on the File Maintenance window, a list of open NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders displays on the Link tab for the selected document type and patient. Referral orders display only for the Adaptive Content Engine option and not for the Orders Module option.
Enter the required details for the fields associated with the document type.
Link NextGen® Enterprise EHR or NextGen® Adaptive Content Engine orders.
To save the filing information, select Save.
To file the next pages in the document, select the document type and associated fields.
To file the next page as part of a new document, select File, and then select New Doc.

Note: If you have configured the Cache user-defined data user preference in NextGen® Document Management, then the contents of the fields that are entered for the previous document are retained.

The File window displays the previously selected document type and document fields when you select New Doc.
Note: Before you select any icon on the NextGen® Document Management toolbar, close the Batch Information window, or close the Document window in the middle of the filing process, you need to unlink the recently linked order. Otherwise, the application displays the message stating that the recently linked order must be unlinked to successfully revert the filing operation changes.
To change the document type that was linked recently with an order, unlink the order before you select a different document type.
To delete the filing information, unlink the orders that you have linked recently, and then select Clear.

If you selected the Do not clear document type option in the User Preferences window, the attributes of the document type are available with the previous document type filed. However, the attribute values are cleared. If you have not selected the option, the previous document type is cleared, and no attributes are available. You must select a document type in the Document Type field.
Select OK.

File a Batch

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