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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,

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,

Append Documents After Acquiring Documents and Images from a Scanner

Before you begin Set your scanner color settings to 200 dpi and to black and white. After you scan a document as part of the Scan & File process or as a batch, you can append the document. Appending a document involves adding more pages to the document you have just scanned. You can append documents both before and after you post them. In the scanner, place the document or image you want to scan. 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 sec

NextGen® Document Management User Guide,

Acquire All Documents and Images from a Directory

You can acquire the entire contents of a directory which is on the network or a local system. 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 Profile, select Directory Import. Select Acquire. In Browse for Folder, select the directory that contains the files you want to import, and then select OK. To cance

NextGen® Document Management User Guide,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

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

Refile Documents

Recommendations

File a Batch

Acquire Documents and Images from Files

Append Documents After Acquiring Documents and Images from a Scanner

Acquire All Documents and Images from a Directory

Add a Task to the NextGen® Enterprise EHR Workflow

File a Batch with Quick File

File a Batch

Acquire Documents and Images from Files

Append Documents After Acquiring Documents and Images from a Scanner

Acquire All Documents and Images from a Directory

Add a Task to the NextGen® Enterprise EHR Workflow

File a Batch with Quick File