Configure Refiled PAQ Entries and Image Annotations

NextGen® Document Management User Guide

Designate Storage Location for Deleted Files

Before you begin Create a storage location, and then label it as Hard Delete. In NextGen® Document Management, you can provide an opportunity for an administrator or supervisor to review the deleted image and, if necessary, restore it. Open File Maintenance. In Master Files, select System, PM, or 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 Imaging. In Hard Delete Path, select the hard delete storage location that you created, and then select OK to close the Practice Preferences window. Close the Modify Practice Information window, and then close the Practices List window. After you set up the storage location, you must provide deletion permissions to users in the System Administrator. Parent topic: Configure Refiled PAQ Entries and Image Annotations See also Setting Up St

NextGen® Document Management User Guide,

Configure Refiled PAQ Entries and Image Annotations

You can either delete the original Provider Approval Queue (PAQ) entry or update the status to R (Rejected) when a document with a PAQ entry is refiled. You can send annotations attached with an image while sending that image to a patient account in NextGen® PxP Portal. Note: The refiled PAQ entry can be deleted only when the document is refiled to a document type which does not require a signature and has not been accepted or rejected by the provider. Open File Maintenance. In Master Files, select System, PM, or 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 Imaging. To configure PAQ refile entries, in PAQ Refile Options, select Delete Refiled PAQ Entries. Note: Clear the Delete Refiled PAQ Entries checkbox if you want the original PAQ entry to be set to R (Rejected) when t

NextGen® Document Management User Guide

Configure the Duplicate Data Alert Message

You can prevent filing duplicate data when users use the scan & file method. If users try to file documents containing similar items, the Duplicate Alert message appears. To activate this alert, you must configure the settings both at the document type and practice levels. Open File Maintenance. In Master Files, select System, PM, or 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 Imaging. In Filing Options, select Duplicate Check, and then select OK.The Modify Practice Information window appears. Select OK to return to the Practices List window, and then select Close. Select the Document Types master file.The Document Types List window opens. Double-click the document type you want to activate the alert for.The Document Type Information window opens. Select the Duplicate Che

NextGen® Document Management User Guide,

Designate Storage Location for Deleted Files

Before you begin Create a storage location, and then label it as Hard Delete. In NextGen® Document Management, you can provide an opportunity for an administrator or supervisor to review the deleted image and, if necessary, restore it. Open File Maintenance. In Master Files, select System, PM, or 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 Imaging. In Hard Delete Path, select the hard delete storage location that you created, and then select OK to close the Practice Preferences window. Close the Modify Practice Information window, and then close the Practices List window. After you set up the storage location, you must provide deletion permissions to users in the System Administrator. Parent topic: Configure Refiled PAQ Entries and Image Annotations Related concepts Setti

NextGen® Document Management User Guide,

Configure the Duplicate Data Alert Message

You can prevent filing duplicate data when users use the scan & file method. If users try to file documents containing similar items, the Duplicate Alert message appears. To activate this alert, you must configure the settings both at the document type and practice levels. Open File Maintenance. In Master Files, select System, PM, or 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 Imaging. In Filing Options, select Duplicate Check, and then select OK.The Modify Practice Information window appears. Select OK to return to the Practices List window, and then select Close. Select the Document Types master file.The Document Types List window opens. Double-click the document type you want to activate the alert for.The Document Type Information window opens. Select the Duplicate Che

File Maintenance Help for NextGen® Enterprise 8

Send Annotations with Images to NextGen Patient Portal

You can send annotations attached with an image while sending that image to a patient's account in NextGen® PxP Portal. To send annotations with the image, you must configure the setting at the practice level in File Maintenance. In File Maintenance, access Master Files > System or PM or Document Management > Practices. The Practices List window opens. In the Practices list, double-click the appropriate practice. The Modify Practice Information window opens. Select the Preferences button. The Practice Preferences window opens. In the Preferences List, select Imaging. In the Patient Portal Options section, select the Send Annotations With Image check box. Select OK. The Modify Practice Information window opens. Select OK. The Practice List window opens. Select Close. Parent topic: Imaging Practice Preferences

Configure Refiled PAQ Entries and Image Annotations

Recommendations

Designate Storage Location for Deleted Files

Configure Refiled PAQ Entries and Image Annotations

Configure the Duplicate Data Alert Message

Designate Storage Location for Deleted Files

Configure the Duplicate Data Alert Message

Send Annotations with Images to NextGen Patient Portal

Configure Refiled PAQ Entries and Image Annotations

Designate Storage Location for Deleted Files

Configure Refiled PAQ Entries and Image Annotations

Configure the Duplicate Data Alert Message

Designate Storage Location for Deleted Files

Configure the Duplicate Data Alert Message

Send Annotations with Images to NextGen Patient Portal