Imaging Operation Rights List

Operation Right	Action Users Can Perform
Access Secured Image Batches	Access image batches that are locked to another user.
Annotate	Add text to documents and images in NextGen® Document Management.
Batch Posting	Post a batch of documents and images in NextGen® Document Management.
Batch Scanning	Scan a batch of documents and images in NextGen® Document Management.
Create Quick Note	Create quick notes and attach them to documents or pages.
Custom Chart	Create a customized chart.
Delete Batch	Delete the non-posted batches in NextGen® Document Management.
Delete Document	Delete documents in NextGen® Document Management.
Delete Page	Delete a page from a batch before it is posted. This right also controls whether you can move a page to another batch.
Delete Quick Note	Delete quick notes that are attached to images or documents.
Doc Mgmt Batch Processing	Configure security control for processing batches.
Doc Mgmt Print All	Turn on and turn off the Print All Documents feature in the NextGen® Document Management Viewer for the group.
Document Type Security	Configure the security controls for document types.
Filing	File the documents in batches.
Hard Delete Page	Permanently delete pages from documents.
Refile	Refile the batches that are filed in NextGen® Document Management.
Rename Document	Rename documents in NextGen® Document Management.
Scan And File	Scan and file documents and images in NextGen® Document Management.
Search	Search for documents and images in NextGen® Document Management.
Send Doc Mgmt Image to Patient Portal	Send images from NextGen® Document Management Viewer to a patient's NextGen® PxP Portal account.
Sign Off	Approve documents or images from the NextGen® Document Management application.
Tasks	Send tasks to the NextGen® Enterprise EHR workflow.
View Quick Note	View quick notes that are attached to images or documents.

NextGen® Document Management User Guide,

Configure Operation Rights for Imaging Tasks

You can configure the image-related functions that a group of users can perform in NextGen® Document Management. Open System Administrator. Select a user group, and then select the Rights tab. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. Expand OPERATIONS, and then expand Imaging. In the Access Rights section, select Yes.You can select No to deny the selected operation right for the user group. Note: When users belong to two groups that have their operation rights set differently from each other, then the Yes option prevails over the No option. Select Save. Imaging Operation Rights List List of the image-related functions for NextGen® Document Management and their descriptions. Parent topic: Configuring NextGen Document Manag

System Administrator Help

Imaging Operation

The Imaging Operations subgroup in the System Administrator application enables users to access various areas related to NextGen® Document Management. For more information about NextGen® Document Management, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Subgroup Used in Description Access Secured Image Batches NextGen® Document Management Enables users to access document and image batches that have been secured to another user. Annotate NextGen® Document Management Enables users to add free text (annotate) documents and images in NextGen® Document Management. Batch Posting NextGen® Document Management Enables users to post document and image batches in NextGen® Document Management. Batch Scanning NextGen® Document Management Enables users to scan a batch of documents or images in NextGen® Document Management. Create Quick Note NextGen® Document Management Enables users to create quick notes and attach them to documents or

NextGen® Document Management User Guide,

NextGen® Document Management Image Viewer Options

The image viewer toolbar includes buttons that you can use to manipulate a document or image. The following table describes the functionality of image viewer toolbar buttons. Toolbar Buttons Description Directions Rotates the images and documents clockwise and counter-clockwise Adjusts the viewer size Highlighter Highlights the images and documents by adding arrows, text redaction bars, and text-based annotation Note: Annotations are applied based on the configurations set in Admin > Preferences > User > User Preference. Annotation Opens the annotations toolbar Select mode or Zoom mode Places the viewer in Select mode to work with annotations and in Zoom mode to view a specific area of the document Print Prints the current document Print all Prints all documents in the selected batch Move forward Moves the current page to another location within the document Forward and backward Switches to the next document or opens the next page of the current document Despeckle Removes noise from th

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,

File a Batch with Quick File

Before you begin You must set up quick file in File Maintenance. When the Quick File feature is activated in NextGen® Document Management, you can select and enter predetermined filing information for documents in a batch. NextGen® Document Management files the page of the current document and automatically moves to the next page. When filing a scanned or imported document to separate documents or the documents of a multi-document batch, you can automatically do the following to file pages to a new document: If you select a different Quick File button for the second (or later) page of a document, NextGen Document Management files to a new document, beginning with the current page. If you select a different Quick File configuration, NextGen® Document Management files to a new document, beginning with the current page. It files the first page of the new document according to the Quick File button you select. Select a patient before you select a document type for filing. Perform a new pat

NextGen® Document Management User Guide,

Configure NextGen® Document Management Enterprise Preferences

Open NextGen® Document Management. On the toolbar, select Admin > Preferences > Enterprise. The Doc Mgmt tab opens in the Enterprise Preferences window. In Maximum Search Results, enter the maximum number of images, ranging from 100 to 3000, to display during a search. To display the chart-level alerts in the viewer when you access a patient image, select the Enable chart level alerts checkbox. To display the search results in categories when you search for images in NextGen® Document Management, select the Use Categories in Search Results checkbox. Note: When NextGen® Document Management displays categories in the search results, you can select only individual documents for printing or exporting from the search results list. You must open the documents in the viewer to print or export them. To prevent the creation of excessively large images, in Maximum Scanner DPI, set a maximum dots-per-inch (DPI) value. To reduce the size of all the newly scanned color images, select the Compress C

Imaging Operation Rights List

Recommendations

Configure Operation Rights for Imaging Tasks

Imaging Operation

NextGen® Document Management Image Viewer Options

Acquiring and Filing Documents and Images

File a Batch with Quick File

Configure NextGen® Document Management Enterprise Preferences

Configure Operation Rights for Imaging Tasks

Imaging Operation

NextGen® Document Management Image Viewer Options

Acquiring and Filing Documents and Images

File a Batch with Quick File

Configure NextGen® Document Management Enterprise Preferences