Set Up Custom Chart Configurations for Pre-defined Searches
Set Up Custom Chart Configurations for Pre-defined Searches
Open NextGen® Document Management.
On the toolbar, select Admin, and then select Preferences > User.
The Doc Mgmt tab opens in the User Preferences window.
In the Custom Chart Configurations section, select the open menu button, and then select New.
The Custom Chart Detail window opens.
Enter the name of the custom chart, and then select the Configure Search Criteria button.
The Image Lookup window opens.
Enter the search criteria that you want to preserve as your Custom Chart Configuration.
To add advanced search criteria, select Advanced, enter the criteria, and then select OK.
On the Image Lookup window, select Find.
The Custom Chart Detail window displays the selected search criteria.
Optional: In the Patient Filter Criteria section, select the filter criteria that you want to include in the search criteria.
For example, if you have selected criteria that search for uncategorized lab reports, you can apply a filter from the Patient Filter Criteria section that narrows the search to only active patients.
