Set Up Quick File

NextGen® Document Management User Guide,

Assign Quick File Configurations to Practices

Before you begin In Enterprise Preferences, you must activate Practice access for Quick File Configurations. Open File Maintenance. In Master Files, select System, and then select Quick File Configurations. The Quick File Configurations List window opens. Right-click the configuration in the list that you want to assign, and then select Practice Access. The Quick File Master Access by Practice window opens. Select the practices that you want to have access to the Quick File configuration. To select all the practices, select the Practice option. Select OK. In NextGen® Document Management, activate the Quick File feature. Parent topic: Set Up Quick File Related tasks Configure NextGen Document Management Enterprise Preferences

NextGen® Document Management User Guide,

Configure Your NextGen® Document Management User Preferences

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 Filing Options section, set up the default filing options. In the Tasking Options section, select default users for To-Do form tasking, select a default category for To-Do list items for the users, and then apply the current date to the items created for the users' To-Do list. Note: The default users you select in User Preferences are overridden by existing settings for document types. The default NextGen® Enterprise PM and NextGen® Enterprise EHR users or groups selected in the user preferences of NextGen® Document Management takes precedence over the users or groups selected in the Document Type Information window of File Maintenance. In the Printing Options section, select the print options you want to set as the default. The Print Doc Mgmt Images window displays the default printing options that you select in the Printing

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

NextGen® Document Management User Guide,

Set Up the Quick File Configurations Master File

Before you begin Set up Quick File Hot Keys. For more information on configuring the Quick File Hot Keys master file, go to Set Up Quick File Hot Keys Master File. A Quick File configuration is a profile that controls which Quick File hot keys are available to the user when they file a batch of images. You can assemble and arrange the Quick File Hot Keys into any configuration that the Quick File Configurations master file allows you to create. For example, if there are six hot keys configured in the Quick File Hot Keys master file, you can create Quick File configurations that use different combinations of the hot keys for different filing situations. You could create a Quick File configuration that uses only two of the available hot keys. Another Quick File configuration that you create could use all six hot keys. Note: There is a limit of 25 Quick File hot keys that you can include in a single Quick File configuration. Open File Maintenance. In Master Files, select System, and then

NextGen® Document Management User Guide,

Set Up Quick File Hot Keys Master File

When you set up the Quick File Hot Keys master file and Quick File is activated, you can configure the Quick File entries that appear at the top of the File window in NextGen® Document Management. Each entry you make in the Quick File Hot Keys master file contains predetermined filing information that you can apply to a document or image by selecting the applicable Quick File entry. The Quick File Hot Keys master file saves you the time it would take to manually enter the filing information for each image in a batch. With the Quick File feature, you only need to select the appropriate Quick File listing for each document in the batch. Example Quick File list of hot keys Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Quick File Hot Keys. In the Quick File Hot Keys List window, select the open menu button, and then select New. The Hot Keys window opens. In Hot Key Description, enter a name up to 64 characters long for the hot key. Sele

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

Set Up Quick File

Recommendations

Assign Quick File Configurations to Practices

Configure Your NextGen® Document Management User Preferences

Configure NextGen® Document Management Enterprise Preferences

Set Up the Quick File Configurations Master File

Set Up Quick File Hot Keys Master File

File a Batch with Quick File

Assign Quick File Configurations to Practices

Configure Your NextGen® Document Management User Preferences

Configure NextGen® Document Management Enterprise Preferences

Set Up the Quick File Configurations Master File

Set Up Quick File Hot Keys Master File

File a Batch with Quick File