File a Batch with Quick File

NextGen® Document Management User Guide,

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, y

NextGen® Document Management User Guide,

Set Up Quick File

You can apply pre-configured filing information to a document or image using the Quick File feature. The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. To set up Quick File, do the following: In File Maintenance, configure the Quick File Hot Keys master file, and then configu

NextGen® Document Management User Guide,

Acquiring and Filing Documents and Images

In NextGen® Document Management, you can use the following two methods to scan documents and images: Scan & File Allows you to quickly scan a single page, document, or image into NextGen® Document Management. This option is ideal for scanning and filing one document (with one or more pages) for one patient. Batches Allows you to scan multiple documents or images into NextGen® Document Management. A batch begins when you place a document into your scanner and enter a name for the batch, and it ends when you file all the documents contained within the batch and post it to the system. A batch can be: A single document consisting of one page A single document consisting of multiple pages Multiple documents of varying page length Note: If you create a batch but do not acquire any images, your batch indicates that it has one document and zero pages. This means that you have created a document in NextGen® Document Management where you can place pages when you acquire images. Do not create mor

NextGen® Document Management User Guide,

Configure Your Filing Options in User Preferences

When determining the default rendering provider, the NextGen® Document Management performs the following checks: If the rendering provider is associated with the encounter. If a rendering provider is not associated with the encounter, NextGen® Document Management checks patient and person information check to verify if arendering provider is attached to the patient or person. Note: If a rendering provider cannot be found in the encounter of patient or person information, then the Default Rendering Provider field is not filled automatically. Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. Select defaults for the Quick File Configuration profile, document type for filing a document, and then select the default rendering provider for the patient documents. When you file a document, you can manually assign a rendering provider that either overrides the selected provider or fills the

NextGen® Document Management User Guide,

Acquire Documents and Images from Files

Before you begin To ensure that you do not file any duplicate documents with similar items, configure duplicate alert messages in File Maintenance. You can acquire and file documents and images from a file in the network location or the local computer. Open NextGen® Document Management. On the toolbar, select Scan & File to open the Batch Information window. Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox. In Acquire Profil

NextGen® Document Management User Guide,

Set Up Quick File Hot Keys Master File

When you set up the Quick File Hot Keys master file and Quick File is activated, you can configure the Quick File entries that appear at the top of the File window in NextGen® Document Management. Each entry you make in the Quick File Hot Keys master file contains predetermined filing information that you can apply to a document or image by selecting the applicable Quick File entry. The Quick File Hot Keys master file saves you the time it would take to manually enter the filing information for each image in a batch. With the Quick File feature, you only need to select the appropriate Quick File listing for each document in the batch. Example Quick File list of hot keys Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Quick File Hot Keys. In the Quick File Hot Keys List window, select the open menu button, and then select New. The Hot Keys window opens. In Hot Key Description, enter a name up to 64 characters long for the hot key. Sele

File a Batch with Quick File

Before you begin

Recommendations

File a Batch

Set Up Quick File

Acquiring and Filing Documents and Images

Configure Your Filing Options in User Preferences

Acquire Documents and Images from Files

Set Up Quick File Hot Keys Master File

File a Batch

Set Up Quick File

Acquiring and Filing Documents and Images

Configure Your Filing Options in User Preferences

Acquire Documents and Images from Files

Set Up Quick File Hot Keys Master File