Refile Documents

NextGen® Document Management User Guide

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

NextGen® Document Management User Guide

File a Batch

After you scan a batch of documents and images into NextGen® Document Management, you can file them to make the individual documents of the batch easily available when you search for the document. The application contains the current file values when you change document types while filing batches. As you file a large batch, if the filing information does not change starting from the second page to several pages afterwards , you can select the navigation buttons to move through the pages until you reach a page that begins a new document. You can either select New Doc or select a different document type in the list to create a new document. Using the navigation buttons to move through a document while filing eliminates unnecessary database accesses since whenever you select File, you save the data to the database. Note: You can file maximum 50 pages in a single document. When you file to a document with a rendering provider on it and select a patient with a default primary care physician

NextGen® Document Management User Guide

Acquire All Documents and Images from a Directory

You can acquire the entire contents of a directory which is on the network or a local system. Open NextGen Document Management. On the toolbar, select Scan & File to open the Batch Information window. Figure 1. Batch information screen Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox. In Acquire Profile, select Directory Import. Select Acquire. In Browse for Folder, select the directory that contains the files you want to im

NextGen® Document Management User Guide,

Refile Documents

Open NextGen® Document Management. Search for and open the document you want to refile in the viewer. On the viewer toolbar, select Refile Document. The File window opens displaying the existing filing information for the document. Optional: If necessary, update the filing information. Optional: To see the list of available document types, clear the current value from the Document Type field. Note: After you clear the value, you can select a new document type from the list. Optional: To file the next page as part of the same document, select File. Optional: To file the next page as part of a new document, select New Doc. If you configured the document type for a signature, then an application message appears asking if you want to re-submit PAQ and Worklog tasks. Optional: To unlink a NextGen® Enterprise EHR order from a document type, on the Unlink tab, select the NextGen® Enterprise EHR order that is linked to a document type, and then select Unlink Document/Image. Unlink tab of the F

NextGen® Document Management User Guide

File a Batch with Quick File

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 pre

NextGen® Enterprise EHR Help

Recategorize the Category Items

On the Categories tab, you can recategorize the documents, images, and files. You can add a selected document, image, or file to one or multiple categories, or you can remove it from the category. Note: You cannot recategorize the NextGen® Document Management images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. To view a document, image, or file, do one of the following: Select List View from the list. Select Tree View from the list. To expand all categories; select a category, select Category Options , and select Expand All Categories. To expand the selected category, select . Select a document, image, or file to recategorize, and select document options .The document options appear. Select Recategorize.The Recategorize this item window opens displaying the list of available categories. On the Recategorize this item window, do one of the following: To add the selected document, image, or file to a new category, select th

Refile Documents

Recommendations

Add a Task to the NextGen® Enterprise EHR Workflow

File a Batch

Acquire All Documents and Images from a Directory

Refile Documents

File a Batch with Quick File

Recategorize the Category Items

Refile Documents

Add a Task to the NextGen® Enterprise EHR Workflow

File a Batch

Acquire All Documents and Images from a Directory

Refile Documents

File a Batch with Quick File

Recategorize the Category Items