Imaging Operation Rights List

Operation Right	Action Users Can Perform
Access Secured Image Batches	Access image batches that are locked to another user.
Annotate	Add text to documents and images in NextGen® Document Management.
Batch Posting	Post a batch of documents and images in NextGen® Document Management.
Batch Scanning	Scan a batch of documents and images in NextGen® Document Management.
Create Quick Note	Create quick notes and attach them to documents or pages.
Custom Chart	Create a customized chart.
Delete Batch	Delete the non-posted batches in NextGen® Document Management.
Delete Document	Delete documents in NextGen® Document Management.
Delete Page	Delete a page from a batch before it is posted. This right also controls whether you can move a page to another batch.
Delete Quick Note	Delete quick notes that are attached to images or documents.
Doc Mgmt Batch Processing	Configure security control for processing batches.
Doc Mgmt Print All	Turn on and turn off the Print All Documents feature in the NextGen® Document Management Viewer for the group.
Document Type Security	Configure the security controls for document types.
Filing	File the documents in batches.
Hard Delete Page	Permanently delete pages from documents.
Refile	Refile the batches that are filed in NextGen® Document Management.
Rename Document	Rename documents in NextGen® Document Management.
Scan And File	Scan and file documents and images in NextGen® Document Management.
Search	Search for documents and images in NextGen® Document Management.
Send Doc Mgmt Image to Patient Portal	Send images from NextGen® Document Management Viewer to a patient's NextGen® PxP Portal account.
Sign Off	Approve documents or images from the NextGen® Document Management application.
Tasks	Send tasks to the NextGen® Enterprise EHR workflow.
View Quick Note	View quick notes that are attached to images or documents.

NextGen® Document Management User Guide

Configure Operation Rights for Imaging Tasks

You can configure the image-related functions that a group of users can perform in NextGen® Document Management. Open System Administrator. Select a user group, and then select the Rights tab. 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. Expand OPERATIONS, and then expand Imaging. In the Access Rights section, select Yes.You can select No to deny the selected operation right for the user group. Note: When users belong to two groups that have their operation rights set differently from each other, then the Yes option prevails over the No option. Select Save. Imaging Operation Rights List List of the image-related functions for NextGen® Document Management and their descriptions. Parent topic: Configuring NextGen Document Manag

NextGen® Document Management User Guide,

Imaging Operation Rights List

The following table lists the operation rights for NextGen® Document Management that you can set up for user groups. Operation Right Action Users Can Perform Access Secured Image Batches Access image batches that are locked to another user. Annotate Add text to documents and images in NextGen® Document Management. Batch Posting Post a batch of documents and images in NextGen® Document Management. Batch Scanning Scan a batch of documents and images in NextGen® Document Management. Create Quick Note Create quick notes and attach them to documents or pages. Custom Chart Create a customized chart. Delete Batch Delete the non-posted batches in NextGen® Document Management. Delete Document Delete documents in NextGen® Document Management. Delete Page Delete a page from a batch before it is posted. This right also controls whether you can move a page to another batch. Delete Quick Note Delete quick notes that are attached to images or documents. Doc Mgmt Batch Processing Configure security co

System Administrator Help

Imaging Operation

The Imaging Operations subgroup in the System Administrator application enables users to access various areas related to NextGen® Document Management. For more information about NextGen® Document Management, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Subgroup Used in Description Access Secured Image Batches NextGen® Document Management Enables users to access document and image batches that have been secured to another user. Annotate NextGen® Document Management Enables users to add free text (annotate) documents and images in NextGen® Document Management. Batch Posting NextGen® Document Management Enables users to post document and image batches in NextGen® Document Management. Batch Scanning NextGen® Document Management Enables users to scan a batch of documents or images in NextGen® Document Management. Create Quick Note NextGen® Document Management Enables users to create quick notes and attach them to documents or

NextGen® Document Management User Guide,

Configure Operation Rights for Imaging Tasks

You can configure the image-related functions that a group of users can perform in NextGen® Document Management. Open System Administrator. Select a user group, and then select the Rights tab. 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. Expand OPERATIONS, and then expand Imaging. In the Access Rights section, select Yes.You can select No to deny the selected operation right for the user group. Note: When users belong to two groups that have their operation rights set differently from each other, then the Yes option prevails over the No option. Select Save. Imaging Operation Rights List List of the image-related functions for NextGen® Document Management and their descriptions. Parent topic: Configuring NextGen Document Manag

NextGen® Mobile Help

Scan Documents

Before you begin Your clinic is integrated with NextGen® Enterprise EHR. You have set your NextGen default provider and location in NextGen® Mobile. Your dictator profile is linked to your NextGen® Enterprise credentials in NextGen® Mobile Cloud Portal. Your linked NextGen® Enterprise account has scanning access rights turned on in System Administrator. Your linked NextGen® Enterprise account belongs to a security group that is assigned the appropriate document types. You can scan up to ten pages per document and assign them to a predefined document type. When you save your scan, the document is saved in PDF format and uploaded to the patient's chart. Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Select Scan. The scan document view opens. Scan Document View The camera automatically detects the outline of the image and focuses the camera lens to sharpen the image quality. By default, the camera opens in the automatic shutter mo

NextGen® Mobile Help

Scan Documents

Before you begin Your clinic is integrated with NextGen® Enterprise EHR. You have set your NextGen default provider and location in NextGen® Mobile. Your dictator profile is linked to your NextGen® Enterprise credentials in NextGen® Mobile Cloud Portal. Your linked NextGen® Enterprise account has scanning access rights turned on in System Administrator. Your linked NextGen® Enterprise account belongs to a security group that is assigned the appropriate document types. You can scan up to ten pages per document and assign them to a predefined document type. When you save your scan, the document is saved in PDF format and uploaded to the patient's chart. Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Select Scan. The scan document view opens. Scan Document View The camera automatically detects the outline of the image and focuses the camera lens to sharpen the image quality. By default, the camera opens in the automatic shutter mo

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