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The description of the fields, which appears on the Document Type Information window.
| Field | Description |
|---|---|
| Document Type Description | Name of the document type you want to create. |
| Document Type Template | You can select a template with pre-configured settings for the document type:
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| Signature Required | Configures the document to require a signature. |
| Duplicate Check | Checks for any duplicate documents that are assigned the document type during the filing process in NextGen® Document Management.
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| Print with Claim | Configures the documents that are assigned the document type to automatically print along with the patient claim. |
| Patient Portal Accessible | Configures the documents that are assigned the document type to be sent to the patient's NextGen® PxP Portal account. |
| Potential Order Result | Displays the NextGen® Enterprise EHR and NextGen® Adaptive Content Engine orders during the filing process.
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| Enable Workflow | Creates a workflow task each time you file an image or document that is assigned the document type. When you select this checkbox, you must complete the Default Task Subject and the Default Task Description fields. |
| Create workflow task after document is filed | This option is available when you activate the Enable Workflow option. |
| Suppress workflow prompt | A workflow prompt is not displayed when you file a document. The Create Task window opens without any prompt.
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| PM Default User/Group | Assigns one default NextGen® Enterprise PM user and workgroup to a document type.
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| EHR Default User/Group | Assigns one default NextGen® Enterprise EHR user and workgroup to a document type.
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| Default Task Subject | Default subject you want to apply to the workflow task. |
| Default Task Description | Default description you want to apply to the workflow task. |
| View Category List | You can select one or more checkboxes to the selected document type. The View Category List section in the Document Type Information window displays the same set of categories as displayed in the Modify View Categories Information window. |
| Auto Search | Select this option for the field if you want to perform an automatic search for the value that is entered into the field. For Example, if the Document Field for which you activate the Auto Search option is Medical Record Number, then when a value is entered for Medical Record Number, then automatically the database for patient information is searched and connected to that Medical Record Number and populates any other fields in the Document Types that can be completed using the located patient information.
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| Required | Select this option for fields you want to make required fields for the NextGen® Document Management user. |
| Visible | Select this option for fields you want to make visible to the NextGen® Document Management user. |
| Field Type | Displays whether the field is a system field, a key, or a user-defined field. You cannot modify the text in this column. |
| EHR/PM Display | Select this option for fields you want to display in the NextGen® Enterprise PM and NextGen® Enterprise EHR charts. You can select this option for user-defined fields only. This column is disabled and if a user tries to select this option, it no longer displays any error message as it displayed previously.
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