Sign Documents Electronically

NextGen® Document Management User Guide

Annotate Documents and Images

In NextGen® Document Management image viewer, you can attach the following to documents and images without editing the actual content: Signifying arrows Text redaction bars Text highlighting Text-based annotations Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. 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, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. On the image viewer toolbar, select the annotation icon.You can select the annotation color, font, and font size in the User Preferences window. The annotation toolbox opens. Annotation toolbox To add arrows, from the annotation toolbox, select the arrow icon, place the cursor on the document, and then select and drag the arrow as necessary.To add t

NextGen® Document Management User Guide

Attach Notes to Documents and Pages

Before you begin You must do the following in System Administrator: Configure Create Quick Note operation right. Select the Seal Chart Notes operation right. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. 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, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. From the image viewer toolbar, select the NotesNotes icon, and then in the Note Details window, select Document Notes or Page Notes.The Quicknote: Document Notes or Quicknote: Page Notes window opens. Enter the subject, user note description, and note information. To lock the information, select the Seal Note checkbox. To prevent the note from printing, select the Non-printable checkbox. You or your admi

NextGen® Document Management User Guide

NextGen® Document Management Image Viewer Options

The image viewer toolbar includes buttons that you can use to manipulate a document or image. The following table describes the functionality of image viewer toolbar buttons. Toolbar Buttons Description Directions Rotates the images and documents clockwise and counter-clockwise Adjusts the viewer size Highlighter Highlights the images and documents by adding arrows, text redaction bars, and text-based annotation Note: Annotations are applied based on the configurations set in Admin > Preferences > User > User Preference. Annotation Opens the annotations toolbar Select mode or Zoom mode Places the viewer in Select mode to work with annotations and in Zoom mode to view a specific area of the document Print Prints the current document Print all Prints all documents in the selected batch Move forward Moves the current page to another location within the document Forward and backward Switches to the next document or opens the next page of the current document Despeckle Removes noise from th

NextGen® Document Management User Guide

Send Documents and Images to NextGen® PxP Portal

Before you begin You must do the following: Complete enrollment in NextGen® PxP Portal. Add the NextGen® Document Management image to a patient's chart. Set up image rights in System Administrator. Configure document types and sending annotations with images in File Maintenance. In NextGen® Document Management, you can send documents and images to NextGen® PxP Portal. Note: You cannot send documents larger than 15 MB. However, you can set the size limit for sending documents to NextGen® PxP Portal in System Administrator. For more information on System Administrator, go to NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen® Enterprise. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. 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,

Sign Documents Electronically

Before you begin You must select the Single click signature option and set up signature preferences in the User Preferences window. After a document is filed, you can add an electronic signature to it. The application uses the name of the logged on user for the signature and the date and time in NextGen® Document Management. Note: After you add a provider signature to a document, the signature cannot be removed. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. 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, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. To automatically add the signature, select the provider signature icon on the image viewer toolbar. Drag the cursor across the image to draw a box th

NextGen® Document Management User Guide

Edit Documents and Images

For documents and images, you can view image properties, rename images, adjust the viewer size, change their size, and rotate them. Note: The size of the open document is based on the configurations selected in the User Preferences window. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. 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, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. To view multiple documents and images at a time, on the NextGen® Document Management menu, select Window, and then select Tile Horizontally, Tile Vertically, or Cascade. Note: You must select the Open images in new viewer option in User Preferences to view multiple documents and images at a time. Optional: To switch to the

Sign Documents Electronically

Before you begin

Recommendations

Annotate Documents and Images

Attach Notes to Documents and Pages

NextGen® Document Management Image Viewer Options

Send Documents and Images to NextGen® PxP Portal

Sign Documents Electronically

Edit Documents and Images

Sign Documents Electronically

Before you begin

Annotate Documents and Images

Attach Notes to Documents and Pages

NextGen® Document Management Image Viewer Options

Send Documents and Images to NextGen® PxP Portal

Sign Documents Electronically

Edit Documents and Images