Change NextGen® Document Management Enterprise and Practice

NextGen® Document Management User Guide

Configure Practice Preference for Display of Orders

You can configure the default settings for NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders. Open File Maintenance. In Master Files, select System > Document Management, and then select Practices.The Practices List window opens. In the Practices list, double-click a practice.The Modify Practice Information window opens. Select Preferences.The Practice Preferences window opens. In Preferences List, select Orders Module. In the Orders/Results Linking section, select the default view the orders appear in the linking window. In Order Type and Default Source, select the default source that each order type collects data from. In Adaptive Content Engine Order Status Update Upon Sign-off, select a status that is displayed for each order type when you complete a NextGen® Adaptive Content Engine order from the linking screen. Select OK. Parent topic: Configure NextGen Document Management

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,

Change NextGen® Document Management Enterprise and Practice

You can change the enterprise and practice that NextGen® Document Management accesses. Open NextGen® Document Management. On the toolbar, select Tasks, and then select Change Practice. The Practice Change window opens. Select either a new enterprise, a new practice, or both. The practices available depend on the enterprise you select. Select OK. Parent topic: Configure NextGen Document Management

NextGen® Document Management User Guide

Activate Searching for Documents or Images Across Practices

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Search Options section, select Enable Enterprise Search. In the confirmation message, select whether you want all practices to be selected by default in the NextGen® Document Management image search lookup. Note: When no practice is selected, the logged on practice is selected by default. The Practice Defaults folder appears next to the Enable Enterprise Search option. Select the Practice Defaults folder. In the Practice Defaults window, select OK. To search for an image, on the toolbar, select Search. In the Image Lookup window, select the search criteria, and then select Find.The Matching Records grid displays all documents associated with the selected practices. Parent topic: Configure Your NextGen Document Management User Preferences

NextGen® Document Management User Guide

Configure NextGen® Document Management

You must configure security rights and remote scanning before you can install and use NextGen® Document Management. Before using NextGen® Document Management, you must complete the following actions that can be performed in any order: Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed. Configure NextGen® Document Management security rights in System Administrator. Set up the archive location for all images and documents by doing one of the following: If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network. If you are not licensed to use remote scanning, set up the Network Share Location folder on your network. Note: You must provide full access rights (read, modify, add, and delete) to users for these folders. Configure network impersonation. Create an organization structure for the documents and images. You can set up document fields, document types, and view categories for the organization stru

File Maintenance Help for NextGen® Enterprise 8

Switch to Another Practice in File Maintenance

When you log on to File Maintenance, the enterprise and practice you are using display in the upper left corner of the File Maintenance window. Changes you make in File Maintenance will only affect this enterprise and practice. You can switch to another practice without having to log off and then log on again. Note: Your rights can change when you switch to another practice if your assigned rights are different for that practice. To switch to another practice, do one of the following: If the practice is in the same enterprise, select the practice from the Practice field. If the practice is in another enterprise, select the enterprise from the Enterprise field, then select the practice from the Practice field. For more information about setting up practices, go to NextGen Healthcare Success Community and download the latest Claims Guide for NextGen® Enterprise PM . Parent topic: Layout of File Maintenance

Change NextGen® Document Management Enterprise and Practice

Before you begin

Recommendations

Configure Practice Preference for Display of Orders

Create an EOB Document Type

Change NextGen® Document Management Enterprise and Practice

Activate Searching for Documents or Images Across Practices

Configure NextGen® Document Management

Switch to Another Practice in File Maintenance

Configure Practice Preference for Display of Orders

Create an EOB Document Type

Change NextGen® Document Management Enterprise and Practice

Activate Searching for Documents or Images Across Practices

Configure NextGen® Document Management

Switch to Another Practice in File Maintenance