Using NextGen® Document Management with Other Applications

NextGen® Document Management User Guide,

NextGen® Document Management and CCOW

When you access NextGen® Document Management with Clinical Context Object Workgroup (CCOW), the application functions normally. However, NextGen® Document Management cannot synchronize with other NextGen Healthcare applications during a CCOW session. For example, if a different user makes a patient the active patient in the NextGen® Enterprise PM application, the patient does not become the active patient in NextGen® Document Management. Select Tasks > Active Patient to synchronize with an active patient. Parent topic: Using NextGen Document Management with Other Applications

System Administrator Help

Using Single/Multiple/Third-Party Applications Workflows

Changes that Occur During a CCOW Session Users who only operate a single NextGen Healthcare application Those who only open one part of NextGen Healthcare (such as NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Document Management) will notice few changes. The most visible changes are: NextGen® Enterprise PM users will no longer be able to right-click on a NextGen® Document Management image in the Clinical History/Notes tab and select Open Image In Doc Mgmt as the choice will be unavailable. NextGen® Enterprise EHR users can no longer open a NextGen® Document Management image in the Category tab and select Open in NextGen Document Management. This option is unavailable during a CCOW session. Users who operate in multiple NextGen® Enterprise applications at the same time, in addition to the changes mentioned above, you will see message pop-ups when changing patients under certain conditions. For example: If a user is working in NextGen® Enterprise EHR or NextGen® Document

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® Enterprise EHR Help

Patient Documents

Patient documents in NextGen® Enterprise EHR can be a medical or lab report, a referral form, a professional letter, or any other custom-designed form. You can generate new patient documents from previously created user-defined format documents in the Document Builder. When a patient document is generated, macros in format documents insert data from selected template fields. A patient document can be created locally or remotely on a remote workstation. The patient documents are attached to the applicable encounter in the patient's chart. The patient's chart may also contain documents created outside Document Builder. Third-party documents are imported through the NextGen® Interface Engine Document Import Agent. NextGen® Health Information Exchange (HIE) and Continuity-of-Care (CCD) documents are attached to the NextGen® HIE Documents Category of the Categories tab. After generating a new patient document, you can sign off on it in the Documents module or the Provider Approval Queue (PA

NextGen® Document Management User Guide,

Configure Your Filing Options in User Preferences

When determining the default rendering provider, the NextGen® Document Management performs the following checks: If the rendering provider is associated with the encounter. If a rendering provider is not associated with the encounter, NextGen® Document Management checks patient and person information check to verify if arendering provider is attached to the patient or person. Note: If a rendering provider cannot be found in the encounter of patient or person information, then the Default Rendering Provider field is not filled automatically. Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. Select defaults for the Quick File Configuration profile, document type for filing a document, and then select the default rendering provider for the patient documents. When you file a document, you can manually assign a rendering provider that either overrides the selected provider or fills the

NextGen® Document Management User Guide,

Acquiring and Filing Documents and Images

In NextGen® Document Management, you can use the following two methods to scan documents and images: Scan & File Allows you to quickly scan a single page, document, or image into NextGen® Document Management. This option is ideal for scanning and filing one document (with one or more pages) for one patient. Batches Allows you to scan multiple documents or images into NextGen® Document Management. A batch begins when you place a document into your scanner and enter a name for the batch, and it ends when you file all the documents contained within the batch and post it to the system. A batch can be: A single document consisting of one page A single document consisting of multiple pages Multiple documents of varying page length Note: If you create a batch but do not acquire any images, your batch indicates that it has one document and zero pages. This means that you have created a document in NextGen® Document Management where you can place pages when you acquire images. Do not create mor

Using NextGen® Document Management with Other Applications

Recommendations

NextGen® Document Management and CCOW

Using Single/Multiple/Third-Party Applications Workflows

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Patient Documents

Configure Your Filing Options in User Preferences

Acquiring and Filing Documents and Images

NextGen® Document Management and CCOW

Using Single/Multiple/Third-Party Applications Workflows

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Patient Documents

Configure Your Filing Options in User Preferences

Acquiring and Filing Documents and Images