Configure NextGen® Document Management

NextGen® Document Management User Guide

Configuring NextGen® Document Management Security

For NextGen® Document Management usage, you can configure the following for security controls: You can restrict users based on the document type. You can use network impersonation to restrict network access to image and document files. Network impersonation is a security process that controls user access to the image and document files stored in the Network Share Location folder. In NextGen® Document Management, you can use the username and password configured in enterprise preferences when you manipulate files in Windows® . You can set up operation rights to NextGen® Document Management imaging and report functions for user groups in System Administrator. You can manage access rights related to the scan templates for the security groups in System Administrator. Note: You must have the Modify permission to access the NextGen® Document Management images. Configure Operation Rights for Imaging Tasks You can configure operation rights for user groups to control image-related functions. Se

NextGen® Document Management User Guide

Setting Up Storage Locations

A storage location is a folder on your network that holds the scanned images and documents you generate when you use NextGen® Document Management. The setup for the storage locations must exist in File Maintenance before you can assign any of them to serve as either a permanent or temporary archive or a cache for scanned images. If you are using NextGen® Document Management for a single location, then you can create only one network storage location to serve as the permanent network share location for all scanned images. CAUTION: To comply with the Health Insurance Portability and Accountability Act (HIPAA) and the Certification Commission for Healthcare Information Technology (CCHIT) requirements for security of patients’ medical information, you should encrypt all instances of patients’ Protected Health Information (PHI) that are stored on portable media devices using the Advanced Encryption Standard (AES) – 128-bit or higher. For more information on the security of patients’ medical

NextGen® Document Management User Guide

Connect a Scanner

To facilitate scanning documents, you can install a TWAIN driver on a computer, and then connect a scanner to the computer. You can use NextGen® Document Management with any TWAIN-compliant scanner or imaging device. Note: NextGen® Document Management does not support network-based scanners or scanners that save images on network drives instead of on the local disk. If you use a network-based scanner, you must save images in the TIFF (.tif) format. Install the TWAIN driver for the scanner or an imaging device on the computer where NextGen® Document Management is installed. Note: You can download the TWAIN driver from the scanner manufacturer's website. Connect a cable from the scanner to a USB, SCSI, or parallel port on the NextGen® Document Management computer. Note: You must use the fastest connection to connect the scanner to the computer. With a faster connection, you can scan large images such as X-rays. A USB or SCSI connection increases the scanning speed, but a parallel port co

NextGen® Document Management User Guide,

Configure 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 structure. If you are licensed to use remote scanning, then set up the following remote scanning functionality: Set up r

NextGen® Document Management User Guide,

Configuring NextGen® Document Management Security

For NextGen® Document Management usage, you can configure the following for security controls: You can restrict users based on the document type. You can use network impersonation to restrict network access to image and document files. Network impersonation is a security process that controls user access to the image and document files stored in the Network Share Location folder. In NextGen® Document Management, you can use the username and password configured in enterprise preferences when you manipulate files in Windows® . You can set up operation rights to NextGen® Document Management imaging and report functions for user groups in System Administrator. You can manage access rights related to the scan templates for the security groups in System Administrator. Note: You must have the Modify permission to access the NextGen® Document Management images. Configure Operation Rights for Imaging Tasks You can configure operation rights for user groups to control image-related functions. Se

NextGen® Document Management User Guide,

Connect a Scanner

You can use NextGen® Document Management with any TWAIN-compliant scanner or imaging device. Note: NextGen® Document Management does not support network-based scanners or scanners that save images on network drives instead of on the local disk. If you use a network-based scanner, you must save images in the TIFF (.tif) format. Install the TWAIN driver for the scanner or an imaging device on the computer where NextGen® Document Management is installed. Note: You can download the TWAIN driver from the scanner manufacturer's website. Connect a cable from the scanner to a USB, SCSI, or parallel port on the NextGen® Document Management computer. Note: You must use the fastest connection to connect the scanner to the computer. With a faster connection, you can scan large images such as X-rays. A USB or SCSI connection increases the scanning speed, but a parallel port connection reduces the scanning speed. You can now use the scanner with NextGen® Document Management. Parent topic: Configure

Configure NextGen® Document Management

Recommendations

Configuring NextGen® Document Management Security

Setting Up Storage Locations

Connect a Scanner

Configure NextGen® Document Management

Configuring NextGen® Document Management Security

Connect a Scanner

Configure NextGen® Document Management

Configuring NextGen® Document Management Security

Setting Up Storage Locations

Connect a Scanner

Configure NextGen® Document Management

Configuring NextGen® Document Management Security

Connect a Scanner