Set Up Custom Chart Configurations for Pre-defined Searches

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

NextGen® Document Management User Guide,

Use Custom Chart Configurations with Search Results

Custom Chart Configurations are pre-configured searches that you set up in the NextGen® Document Management User Preferences window. Open NextGen® Document Management. On the toolbar, select Custom Chart to open the Custom Chart Configurations list. Select the option for the custom chart configuration that you want to view. The application starts the pre-configured search and displays the results in the window. The window takes the name of the custom chart configuration that you selected. Parent topic: Search for Images and Documents Related tasks Set Up Custom Chart Configurations for Pre-defined Searches

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

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

Help Guide for NextGen® Enterprise PM 8

Set Up Default Physician and Medical Information in the Chart

When completing a chart for a patient, you can add the default rendering and the default physicians on the Patient Information window. Open NextGen® Enterprise PM. Select the Lookup or People Lookup icon. The People Lookup window opens. In the Search Criteria section, enter the person's information and then select Find. Person records that match the search criteria appear in the Matching Records section. Select the person and select Open. When you select a person, the Modify Person Information window opens. When you select a patient, the Update Patient Information window opens. Select Chart Details. The Chart Details section opens. Select the default Default Rendering Physician and Default Referring Provider. Chart Details window Enter information in the user-defined fields that are set up for the chart. Select OK. Parent topic: Adding Person or Patient Details

Set Up Custom Chart Configurations for Pre-defined Searches

Recommendations

Activate Searching for Documents or Images Across Practices

Display Image Scanned Dates in Search Results

Use Custom Chart Configurations with Search Results

Search for Images and Documents

Search for Images using Advanced Search

Set Up Default Physician and Medical Information in the Chart

Activate Searching for Documents or Images Across Practices

Display Image Scanned Dates in Search Results

Use Custom Chart Configurations with Search Results

Search for Images and Documents

Search for Images using Advanced Search

Set Up Default Physician and Medical Information in the Chart