Search for Images and Documents

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,

Print and Export Documents from the Search Results

Before you can export documents from the regular Search Results For window, you must clear the Use Categories in Search Results checkbox in the Enterprise Preferences window. Before you can export documents from the advanced Search Results For window, you must select the Advanced patient result screen checkbox in the User Preferences window. Open NextGen® Document Management. On the toolbar, select Search, and then search for documents or images. The Matching Records grid displays the list of patients who are associated with the images that match your search results. To export a document from regular search, select the document, right-click, and then select Export. You can also export a document from advanced search. You can select the document by selecting the corresponding checkbox under the Print column, right-click, and then select Export. In Save As, select the path where you want to save the exported document. In the File name field, enter a name for the document, and then select

NextGen® Document Management User Guide,

View the NextGen® Document Management Significant Events History

You can view the history of NextGen® Document Management activity for a patient by: Accessing the patient's chart in NextGen® Enterprise PM. Generating the Significant Events report. Note: You can view the Document Exported event on the Doc Mgmt Sig Event report or right-click an image and select Image Properties. Open NextGen® Enterprise PM. On the toolbar, select Chart, and then search for a patient. For information on searching for a patient, go to NextGen Healthcare Success Community and download the Patient Demographics Guide for NextGen® Enterprise. Open the patient chart, and then select the Clinical History/Notes tab. Expand the History section, and then select Document Management. The Details section displays the list of significant events. Generate the Significant Events Report You can generate the significant events report in NextGen® Enterprise PM. Parent topic: Search for Images and Documents Related tasks Configure Significant Event Tracking for NextGen Document Managemen

NextGen® Document Management User Guide,

Set Up Custom Chart Configurations for Pre-defined Searches

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Custom Chart Configurations section, select the open menu button, and then select New. The Custom Chart Detail window opens. Enter the name of the custom chart, and then select the Configure Search Criteria button. The Image Lookup window opens. Enter the search criteria that you want to preserve as your Custom Chart Configuration. To add advanced search criteria, select Advanced, enter the criteria, and then select OK. On the Image Lookup window, select Find. The Custom Chart Detail window displays the selected search criteria. Sample search criteria displayed in the Custom Chart Criteria field of the the Custom Chart Detail window Optional: In the Patient Filter Criteria section, select the filter criteria that you want to include in the search criteria. For example, if you have selected criteria that search for uncategoriz

NextGen® Document Management User Guide,

Activate Searching for Documents or Images Across Practices

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Search Options section, select Enable Enterprise Search. In the confirmation message, select whether you want all practices to be selected by default in the NextGen® Document Management image search lookup. Note: When no practice is selected, the logged on practice is selected by default. The Practice Defaults folder appears next to the Enable Enterprise Search option. Select the Practice Defaults folder. In the Practice Defaults window, select OK. To search for an image, on the toolbar, select Search. In the Image Lookup window, select the search criteria, and then select Find. The Matching Records grid displays all documents associated with the selected practices. Parent topic: Configure Your NextGen Document Management User Preferences

NextGen® Document Management User Guide,

Display Image Scanned Dates in Search Results

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Search Options section, select Use Scanned Date in search results, and then select OK. To open the Image Lookup window, on the toolbar, select Search. Enter the search criteria, and then select Find. In Matching Records, select and open a record. The Search Results window displays the matching records. The first column displays the scanned dates in descending order. Search results window displaying the scanned dates Note: You can select the date or checkbox of a date to view the category and document type. The enterprise preferences determine whether the category type appears in the search results. Parent topic: Configure Your NextGen Document Management User Preferences

Search for Images and Documents

Recommendations

Search for Images using Advanced Search

Print and Export Documents from the Search Results

View the NextGen® Document Management Significant Events History

Set Up Custom Chart Configurations for Pre-defined Searches

Activate Searching for Documents or Images Across Practices

Display Image Scanned Dates in Search Results

Search for Images and Documents

Search for Images using Advanced Search

Print and Export Documents from the Search Results

View the NextGen® Document Management Significant Events History

Set Up Custom Chart Configurations for Pre-defined Searches

Activate Searching for Documents or Images Across Practices

Display Image Scanned Dates in Search Results