Assign Document Types to Users by Security Group

NextGen® Document Management User Guide

Integrate Fee Tickets With a Document Type

You can configure a document type for fee tickets so that when you assign it to a document during the filing process in NextGen® Document Management, the application creates a workflow task that instructs the user to post the charges listed on the digital fee ticket in the NextGen® Enterprise PM application. You must first create a document type for fee tickets and then create a task type for fee tickets in File Maintenance. Open File Maintenance. In Master Files, select System > 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 Fee Tickets. In Document Type Template, select NextGen Fee Tickets. Make sure that the Person Number and the Encounter Number fields are included in the document type and that they are both set to Auto Search. Select OK. In Master Files, select PM > Task Types.The Task Types List window opens. S

NextGen® Document Management User Guide,

Assign Document Types to Users by Security Group

Before you begin Set up document types. For more information, go to Set Up Document Types. You can control which document types are available to each NextGen® Document Management security group. The NextGen® Document Management security groups correspond to the user groups in System Administrator. When filing a document batch, users can apply only those document types that are available to their user group. Note: Users cannot file or search for documents until you assign document types to the user groups. Only a user with administrative rights can add document types to a group. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Optional: To switch between the Docu

NextGen® Document Management User Guide

Copy Document Type Permissions to a Group

Assign all document types to the users. You can copy the Document Type permissions assigned to a group and apply those permissions to another group across practices. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Right-click the group you want to copy the document type permissions from, and then select Copy Permissions. Right-click the group you want to apply the document type permissions to, and then select Apply Permissions from <Practice name\Group name>. The <Practice name\Group name> represents the source practice name and group name. Note: The applied permissions overwrite the existing document type permissions that are configured for that group. Parent

NextGen® Document Management User Guide

Set Up Document Types

Before you begin Set up the document fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Types.The Document Types List window opens. Select the open menu `button, and then select New.The Document Type Information window opens. Enter the necessary details, and then select Open folder button.The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each document type, in the Document Type Information window in File Maintenance, select the Potential O

NextGen® Document Management User Guide,

Copy Document Type Permissions to a Group

Assign all document types to the users. You can copy the Document Type permissions assigned to a group and apply those permissions to another group across practices. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Right-click the group you want to copy the document type permissions from, and then select Copy Permissions. Right-click the group you want to apply the document type permissions to, and then select Apply Permissions from <Practice name\Group name>. The <Practice name\Group name> represents the source practice name and group name. Note: The applied permissions overwrite the existing document type permissions that are configured for that group. Parent

NextGen® Document Management User Guide,

Set Up Document Types

Before you begin Set up the document fields. For more information, go to Set Up Document Fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > 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. Enter the necessary details, and then select Open folder button. The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each docume

Assign Document Types to Users by Security Group

Before you begin

Recommendations

Integrate Fee Tickets With a Document Type

Assign Document Types to Users by Security Group

Copy Document Type Permissions to a Group

Set Up Document Types

Copy Document Type Permissions to a Group

Set Up Document Types

Assign Document Types to Users by Security Group

Before you begin

Integrate Fee Tickets With a Document Type

Assign Document Types to Users by Security Group

Copy Document Type Permissions to a Group

Set Up Document Types

Copy Document Type Permissions to a Group

Set Up Document Types