Assign Quick File Configurations to Practices

NextGen® Document Management User Guide

Set Up the Quick File Configurations Master File

Before you begin To set up the quick file configurations master file, do the following: Set up Quick File Hot Keys. Permit quick file configurations for specific practices in the enterprise by selecting the Practice access for quick file configurations master file checkbox through the Enterprise Preferences window. In File Maintenance, assign quick file configurations to the practices. In NextGen® Document Management, select the Doc Mgmt tab of the User Preferences window, and then select a default quick file configuration to activate the Quick File feature. You can apply the selected configuration when you use Quick File to file a document. Note: To deactivate Quick File, select the <none> option in the Default Quick File Configuration field. A Quick File configuration is a profile that controls which Quick File hot keys are available to the user when they file a batch of images. You can assemble and arrange the Quick File Hot Keys into any configuration that the Quick File Configurat

NextGen® Document Management User Guide

Set Up Quick File

The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. Set Up Quick File Hot Keys Master File To use the Quick File feature, you must set up Quick File hot keys in File Maintenance. Set Up the Quick File Configurations Master File You must set up the Quick File configurations mas

NextGen® Document Management User Guide

Set Up Quick File Hot Keys Master File

When you set up the Quick File Hot Keys master file and Quick File is activated, you can configure the Quick File entries that appear at the top of the File window in NextGen® Document Management. Each entry you make in the Quick File Hot Keys master file contains predetermined filing information that you can apply to a document or image by selecting the applicable Quick File entry. The Quick File Hot Keys master file saves you the time it would take to manually enter the filing information for each image in a batch. With the Quick File feature, you only need to select the appropriate Quick File listing for each document in the batch. Example Quick File list of hot keys Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Quick File Hot Keys. In the Quick File Hot Keys List window, select the open menu button, and then select New.The Hot Keys window opens. In Hot Key Description, enter a name up to 64 characters long for the hot key. Selec

NextGen® Document Management User Guide,

Assign Quick File Configurations to Practices

Before you begin In Enterprise Preferences, you must activate Practice access for Quick File Configurations. Open File Maintenance. In Master Files, select System, and then select Quick File Configurations. The Quick File Configurations List window opens. Right-click the configuration in the list that you want to assign, and then select Practice Access. The Quick File Master Access by Practice window opens. Select the practices that you want to have access to the Quick File configuration. To select all the practices, select the Practice option. Select OK. In NextGen® Document Management, activate the Quick File feature. Parent topic: Set Up Quick File Related tasks Configure NextGen Document Management Enterprise Preferences

NextGen® Document Management User Guide,

Set Up Quick File

You can apply pre-configured filing information to a document or image using the Quick File feature. The Quick File feature functions as follows: Each time you select a Quick File button, the application files the current page by populating the document type and loading any pre-configured fields. If you select the same Quick File button, the application files the current page and moves to the next page. If you select the same Quick File button, but changed patients before selecting it, the application creates a new document and moves to the first page of the document. If you select the same Quick File button number, but changed Quick File configurations, the application creates a new document and moves to the first page of the document. If you select a different Quick File button, the application creates a new document and moves to the first page of the document. To set up Quick File, do the following: In File Maintenance, configure the Quick File Hot Keys master file, and then configu

File Maintenance Help for NextGen® Enterprise 8

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences

Assign Quick File Configurations to Practices

Before you begin

Recommendations

Set Up the Quick File Configurations Master File

Set Up Quick File

Set Up Quick File Hot Keys Master File

Assign Quick File Configurations to Practices

Set Up Quick File

Open the Practice Preferences

Assign Quick File Configurations to Practices

Before you begin

Set Up the Quick File Configurations Master File

Set Up Quick File

Set Up Quick File Hot Keys Master File

Assign Quick File Configurations to Practices

Set Up Quick File

Open the Practice Preferences