Print and Export Documents from the Search Results

NextGen® Document Management User Guide,

Search for Images using Advanced Search

You can use advanced search options to find images based on the image scanned date, encounter date, and the person who scanned the images. For more accurate results, you can combine multiple search criteria. Note: Advanced search applies only to patient image searches. You cannot perform advanced search for non-person images. Open NextGen® Document Management, and then on the toolbar, select Search. The Image Lookup window opens. Optional: Enter any patient or image search criteria. Note: If you select one or more document types, then the Advanced Search Criteria window displays the fields associated with the selected document types. In the Image Search Criteria section, select Advanced. In the Advanced Search Criteria window, enter the search criteria, and then select OK. In Image Lookup, select Find. The Matching Records grid displays the details of the images matching the search criteria. To open a record, do one of the following: Double-click the record. Select the record, select o

NextGen® Document Management User Guide,

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using a single field or a combination of multiple fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results F

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. From the search results in the Matching Records section, double-click to open the patient. The Patient Chart window opens. From the main toolbar, select the Statements button. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or exp

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from Patient Lookup

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter the Search Criteria fields to locate the desired patient. Select Find. From the search results in the Matching Records section, right-click on the patient and select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or exported correctly. Do one of the following: If

Help Guide for NextGen® Enterprise PM 8

Print Patient Photos

Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. In the Chart Details tab, select open menu Open Menu icon and then select Open. The Scanning Device Input window opens. In the Selected Segment box, right-click the image, and then select Print. Parent topic: Viewing Patient Demographics Information

NextGen® Enterprise EHR Help

Print or Send Case Information

Print or Send Case Information Print or Send Case Information Use the Custom Print/Send window to print, fax, or send patient information to the patient portal. You can select a combination of documents attached to a case; for example, images, Document Management images, or emails. Note: Case View must be enabled prior to printing or faxing of Case information. Select a patient. Access the main menu and select File and then Custom Print/Send. The Custom Print/Send window opens. Select the mode of case information from the Mode box. From the list, select emails, documents, images, Document Management images, or reports to be displayed in the Item Selection box. Use the Default setting to print all types. Use Custom settings to specify a user-defined combination. To set up custom settings, if necessary: Select Custom from the list. Select the ellipsis button. Select the choice you want displayed in the Item Selection pane. Select OK. Select Cancel to exit without saving any changes. The

Print and Export Documents from the Search Results

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