Print and Export Documents from the Search Results

NextGen® Document Management User Guide

Search for Images using Advanced Search

You can use advanced search options to find images based on the image scanned date, encounter date, and the person who scanned the images. For more accurate results, combine multiple search criteria. Note: Advanced search applies only to patient image searches. You cannot perform advanced search for non-person images. Open NextGen® Document Management, and then on the toolbar, select Search.The Image Lookup window opens. Optional: Enter any patient or image search criteria. In the Image Search Criteria section, select Advanced. In the Advanced Search Criteria window, enter the search criteria, and then select OK. If you search for one or more document types, then the Advanced Search Criteria window displays the fields associated with the selected document types. In Image Lookup, select Find.The Matching Records grid displays the details of the images matching the search criteria. To open a record, double click the record. Note: You cannot select multiple records from Matching Records t

NextGen® Document Management User Guide,

Print and Export Documents from the Search Results

Before you can export documents from the regular Search Results For window, you must clear the Use Categories in Search Results checkbox in the Enterprise Preferences window. Before you can export documents from the advanced Search Results For window, you must select the Advanced patient result screen checkbox in the User Preferences window. Open NextGen® Document Management. On the toolbar, select Search, and then search for documents or images. The Matching Records grid displays the list of patients who are associated with the images that match your search results. To export a document from regular search, select the document, right-click, and then select Export. You can also export a document from advanced search. You can select the document by selecting the corresponding checkbox under the Print column, right-click, and then select Export. In Save As, select the path where you want to save the exported document. In the File name field, enter a name for the document, and then select

NextGen® Document Management User Guide

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using one or more fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results For: window. If you selected the

NextGen® Document Management User Guide,

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using a single field or a combination of multiple fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results F

NextGen® Document Management User Guide,

Search for Images using Advanced Search

You can use advanced search options to find images based on the image scanned date, encounter date, and the person who scanned the images. For more accurate results, you can combine multiple search criteria. Note: Advanced search applies only to patient image searches. You cannot perform advanced search for non-person images. Open NextGen® Document Management, and then on the toolbar, select Search. The Image Lookup window opens. Optional: Enter any patient or image search criteria. Note: If you select one or more document types, then the Advanced Search Criteria window displays the fields associated with the selected document types. In the Image Search Criteria section, select Advanced. In the Advanced Search Criteria window, enter the search criteria, and then select OK. In Image Lookup, select Find. The Matching Records grid displays the details of the images matching the search criteria. To open a record, do one of the following: Double-click the record. Select the record, select o

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from Patient Lookup

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter the Search Criteria fields to locate the desired patient. Select Find. From the search results in the Matching Records section, right-click on the patient and select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or exported correctly. Do one of the following: If

Print and Export Documents from the Search Results

Before you begin

Recommendations

Search for Images using Advanced Search

Print and Export Documents from the Search Results

Search for Images and Documents

Search for Images and Documents

Search for Images using Advanced Search

Print or Export a Patient Statement from Patient Lookup

Print and Export Documents from the Search Results

Before you begin

Search for Images using Advanced Search

Print and Export Documents from the Search Results

Search for Images and Documents

Search for Images and Documents

Search for Images using Advanced Search

Print or Export a Patient Statement from Patient Lookup