Before you begin
You must set up the Quick File in
File Maintenance.
- Open NextGen® Document Management.
- On the toolbar, select Batches.
- In Image Batches, right-click the batch you want to file, and then select File.
The File window opens with the Quick File option.
- Select the quick file configuration, and then select the quick file hot key you want to apply to the document.
The configuration selected in the User Preferences appears as the default configuration. The File window displays the pre-configured document type and document fields with the filled information.
- Review the fields, and then enter or change information as necessary.
- Link NextGen® Enterprise EHR or NextGen® Adaptive Content Engine orders.
- To save the filing information, select Save.
- To file the next pages in the document, select the document type and associated fields.
- To file the next page as part of a new document, select File, and then select New Doc.
Note: If you have configured the Cache user-defined data user preference in NextGen® Document Management, then the contents of the fields that are entered for the previous document are retained.
The
File window displays the previously selected document type and document fields when you select
New Doc.
Note: Before you select any icon on the NextGen® Document Management toolbar, close the Batch Information window, or close the Document window in the middle of the filing process, you need to unlink the recently linked order. Otherwise, the application displays the message stating that the recently linked order must be unlinked to successfully revert the filing operation changes.
- To change the document type that was linked recently with an order, unlink the order before you select a different document type.
- To delete the filing information, unlink the orders that you have linked recently, and then select Clear.
If you selected the Do not clear document type option in the User Preferences window, the attributes of the document type are available with the previous document type filed. However, the attribute values are cleared. If you have not selected the option, the previous document type is cleared, and no attributes are available. You must select a document type in the Document Type field.
- Select OK.
