Add Patient Pre-Printed Barcodes to Existing Form Templates

NextGen® Document Management User Guide

Create Barcode Separator Sheets

Before you begin Make sure that the document type you want to display in barcode form on the separator sheet includes Medical Record Number, Person Number, and Encounter Number fields, and these fields are configured for auto search. Create a form template that includes data fields that display with a barcode font. You can include the patient and document type on one sheet or have them on separate sheets. NextGen® Document Management supports the following patient barcode data fields on separator sheets: Patient Medical Record # (for example, NGMRN:000000001234) Person Number (for example, NGPN:1234) Encounter Number (for example, NGEN:1234) Open File Maintenance. In Master Files, select System, and then select Form Templates. In Form Templates List, select the open menu button, and then select New.The Form Design window opens. On the toolbar, select Insert Data Field.The NextGen Data Repository window opens. NextGen Data Repository Select the following data fields from the list. and t

NextGen® Document Management User Guide

Print Barcode Form Templates

Open NextGen® Enterprise PM. Open a patient chart, and then select the Encounters tab. Right-click an encounter, and then select Print > Forms. The Print Forms window opens. In Template, select the form template that you have set up as a separator sheet. In Master File, select Document Types. Select the document type master file you want to associate with the System Master File Text data field on the form template. When you scan the separator sheet with barcodes, the File menu in NextGen® Document Management displays the selected document type and the fields associated with it. Note: The document type that you assign when printing the form template must have an MRN field that is set for automatic search. Select Print. Note: To use the barcode engine, activate it in the User Preferences window and then use the Scan & File feature. Parent topic: Configure NextGen Document Management See also Turn on Barcode Recognition for Barcode Separator Sheets

NextGen® Document Management User Guide,

Add Patient Pre-Printed Barcodes to Existing Form Templates

Before you begin The existing forms must have data fields that display in a barcode font. Open File Maintenance. In Master Files, select System, and then select Form Templates. In Form Templates List, double-click the template that you want to add the patient barcodes to.The Form Design window opens. On the toolbar, select Insert Data Field.The NextGen Data Repository window opens. Select the following data fields and drag them onto the form: Patient Information > Patient Medical Record # and Person Number (Doc Mgmt Separator). Encounter Information > Encounter Number (Doc Mgmt Separator). Note: Place the data field on the form one inch from the top and left side of the form. Make sure to have a one-inch space between the subsequent data fields. On the form, right-click one of the data fields, and then select Font > All Data Fields. The Font window opens. Select the WASP 39 MC font, the Regular font style, and the 28 point size. Barcode settings in the Font window Select OK. All the da

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. Other

NextGen® Document Management User Guide,

Create Barcode Separator Sheets

Before you begin Make sure that the document type you want to display in barcode form on the separator sheet includes Medical Record Number, Person Number, and Encounter Number fields, and these fields are configured for auto search. Create a form template that includes data fields that display with a barcode font. To create barcode form templates, refer to Print Barcode Form Templates You can include the patient and document type on one sheet or have them on separate sheets. NextGen® Document Management supports the following patient barcode data fields on separator sheets: Patient Medical Record # (for example, NGMRN:000000001234) Person Number (for example, NGPN:1234) Encounter Number (for example, NGEN:1234) Open File Maintenance. In Master Files, select System, and then select Form Templates. In Form Templates List, select the open menu button, and then select New. The Form Design window opens. On the toolbar, select Insert Data Field. The NextGen Data Repository window opens. Nex

NextGen® Document Management User Guide

Assign Barcodes to Document Types

You can assign specific barcodes to different document types. When you scan a document with a barcode, NextGen® Document Management automatically assigns a document type to the image according to the cross-reference configuration that is set up in the Document Types master file. NextGen® Document Management can also file the document to the correct patient if the document uses one of the patient barcodes supported for pre-printed barcodes. Note: The barcode that displays on the image does not require a separator sheet. The patient pre-printed barcodes require NGA prefix followed by the type of the barcodes and the actual value. You can map the existing barcodes to NextGen® Document Management document types. You can also print the patient barcodes on labels and add them on the documents. After barcodes are scanned, pages with the pre-printed barcodes are imported to NextGen® Document Management. Open File Maintenance. In Master Files, select System > Document Management, and then selec

Add Patient Pre-Printed Barcodes to Existing Form Templates

Before you begin

Recommendations

Create Barcode Separator Sheets

Print Barcode Form Templates

Add Patient Pre-Printed Barcodes to Existing Form Templates

Create an EOB Document Type

Create Barcode Separator Sheets

Assign Barcodes to Document Types

Add Patient Pre-Printed Barcodes to Existing Form Templates

Before you begin

Create Barcode Separator Sheets

Print Barcode Form Templates

Add Patient Pre-Printed Barcodes to Existing Form Templates

Create an EOB Document Type

Create Barcode Separator Sheets

Assign Barcodes to Document Types