Before you begin
To ensure that you do not file any duplicate documents with similar items, configure duplicate alert messages in File Maintenance.
You can acquire and file documents and images from a file in the network location or the local computer.
- Open NextGen® Document Management.
- On the toolbar, select Scan & File to open the Batch Information window.
- Enter a description for the batch of documents or images you are about to acquire.
You can leave the default description as QuickScan if you prefer.
- To assign the acquired batch to a user, select the user name from the Secured to User list.
You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch.
- To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox.
- On the toolbar, select Scan & File to open the Batch Information window.
Figure 1. . Batch information screen
- Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer.
- To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch.
- To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox.
- In Acquire Profile, select File Import, and then select Acquire.
The File Import window opens.
- Select the document or image file you want to import, and then select Open.
- To cancel the import process, select Shift+C, and then when the confirmation message appears, select Yes to stop the file import process at the currently imported file.
The batch contains all the files that are imported up to the point you canceled the process.
- After the viewer displays the imported items and the File window opens, select a document type for the imported documents.
The File window displays the fields associated with the document type.
- Complete the appropriate fields for the imported document or image, and then select File.
Note: If there are any duplicate documents filed with similar items and the duplicate alert message is configured in File Maintenance, then the Duplicate Alert window. Select Yes if you want to save the document.
If you have assigned the documents to a document type that is configured to interface with the NextGen® Enterprise EHR workflow, an application message appears asking if you want to add the saved document to the NextGen® Enterprise EHR workflow.
- Optional: To add the document to the NextGen® Enterprise EHR workflow, select Yes.
The Create Task window opens.
- To close and save the document, select No.
A significant event is created recording the action of importing a file.
