Set Up Quick File Hot Keys Master File

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,

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,

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

You can associate Explanation of Benefits (EOB) batches that you scan or import into NextGen® Document Management with the transaction batches you create in NextGen® Enterprise PM. Associating EOB batches enables you to view the EOB information as you enter payment transactions. Note: To link the current NextGen® Document Management image to the active NextGen® Enterprise PM transaction in EOB Payment Entry window, select Alt+L in NextGen® Enterprise PM when the image you want to link is displayed in the viewer. Open NextGen® Document Management. Scan or import an EOB batch of documents to NextGen® Document Management, and then assign an EOB document type to the batch. OpenNextGen® Enterprise PM, and then when you create a transaction batch, in the Batch Maintenance window, select the NextGen® Document Management EOB batch from the Doc Mgmt Image Batch list. The transaction batch is associated with a batch of EOB documents in NextGen® Document Management. The viewer in NextGen® Enterpr

NextGen® Document Management User Guide,

Set Up Quick File

You can apply pre-configured filing information to a document or image using the Quick File feature. The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. To set up Quick File, do the following: In File Maintenance, configure the Quick File Hot Keys master file, and then configu

File Maintenance Help for NextGen® Enterprise 8

Quick File Hot Keys

The Quick File Hot Keys master file enables you to configure the Quick File entries that appear at the top of the File window when Quick File is activated in NextGen Document Management. Each entry you make in the Quick File Hot Keys master file contains the predetermined filing information that you can apply to a document or image by selecting the applicable Quick File listing. This saves you the time it would take to enter the filing information manually for each image in the batch. With the Quick File feature, you need to only select the appropriate Quick File listing for each document in the batch. To set up quick file hot keys: In File Maintenance, access Master Files > System or PM or Document Management > Quick File Hot Keys. The Quick File Hot Keys List window opens. Select the Open Menu button and select New. The Hot Keys window opens. Enter a name for the hot key in the Hot Key Description field. Note: The Hot Key Description field has a limit of 64 characters. Do not enter a

NextGen® Document Management User Guide,

Create an EOB Document Type

File Maintenance includes an Explanation of Benefits (EOB) document type template that you can apply when you create a document type for EOB batches in NextGen® Document Management. The template automatically assigns EOB-related fields to the document type. Note: To use EOB filing with NextGen® Enterprise PM, a document type with the NextGen EOB template assigned must exist. Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Document Types. The Document Types List window opens. Select the open menu button, and then select New. The Document Type Information window opens. In Document Type Description, enter the name of the document type, making sure the name indicates it is an EOB document type. In Document Type Template, select NextGen EOB as the EOB template you want to apply. The Document Type Information window displays the list of EOB-related fields that comprise the template. Note: Make sure the window displays at least 16 fields. Ot

Set Up Quick File Hot Keys Master File

Recommendations

Set Up the Quick File Configurations Master File

Assign Quick File Configurations to Practices

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Set Up Quick File

Quick File Hot Keys

Create an EOB Document Type

Set Up the Quick File Configurations Master File

Assign Quick File Configurations to Practices

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Set Up Quick File

Quick File Hot Keys

Create an EOB Document Type