Use Custom Chart Configurations with Search Results

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,

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,

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,

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,

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

Help Guide for NextGen® Enterprise PM 8

Configuring General User Preferences

You can configure General User Preferences to control how specific functions and tasks work for you in NextGen® Enterprise PM. Some settings are strictly for display purposes, while others affect the application behavior. In File Maintenance, general preferences can be defined in the Default User Prefs - General master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own general preferences in Admin > Preferences > User > General. Your settings override any default settings that were assigned to you in System Administrator. General User Preferences include a variety of options and settings on the following tabs: General Chart Printing Lookup Limits Advisor Tasks Doc Mgmt AutoFlow Payment Processing Anes Printing Forms Enhanced Set up General Preferences Yo

Use Custom Chart Configurations with Search Results

Recommendations

Search for Images using Advanced Search

Set Up Custom Chart Configurations for Pre-defined Searches

Search for Images and Documents

Display Image Scanned Dates in Search Results

Activate Searching for Documents or Images Across Practices

Configuring General User Preferences

Search for Images using Advanced Search

Set Up Custom Chart Configurations for Pre-defined Searches

Search for Images and Documents

Display Image Scanned Dates in Search Results

Activate Searching for Documents or Images Across Practices

Configuring General User Preferences