Add a Document to a Category

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

NextGen® Enterprise EHR Help

Add a Template to a Category

Before you begin You must have the necessary user rights to add a template to a category. In NextGen® Enterprise EHR Categories tab, you can add or remove a template from a category. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Templates module, do one of the following: On the Categories or Encounter History tab, select Open Template. On the Top Toolbar, select the Templates icon. On the main menu, select File > New > Template. The Select Template window opens. On the Select Template window, do the following: Under Show section, select All to view all available templates. Select the Categories check box.The Categories pane opens within the Select Template window. Select a template to add it to a category. Select a required category check box to add the template. Select OK. The template is added to the selected category. Note: You can add a template to multiple categories at a time. However, you cannot add multiple templates to a categor

NextGen® Enterprise EHR Help

Manage Favorite Categories List

Before you begin You must have the necessary user-level permissions to add the favourite categories to the My Categories list on the Categories tab. You can add or remove the categories to the My Categories list as part of users'-favorite on the My Patient History Settings window. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select .The My Patient History Settings window opens displaying the user level settings to be applied for General, Encounter History, and Categories tabs. Under My Patient History Settings | Categories section, do the following: Select Select Categories list.A window opens displaying the list of available categories. Select the required categories from the list to add to My Categories. Select Apply. Select the button. The selected categories are added to the My Categories list. Note: The selected categories are dispalyed on top of the Select Categories list. To remove the categories, select correspond

NextGen® Enterprise EHR Help

Generate a Document

Before you begin Each NextGen® Enterprise EHR document requires user rights and permissions to generate, view, and work with the document. In NextGen® Enterprise EHR, you can generate, view and work with the documents. Select the patient encounter, that you want to generate a document. To open the Documents module, do one of the following: Select the Documents icon on the Top Toolbar. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents that are in the Document Folders by default. If the document is in a different folder, select the specific folder or All Documents in the Organize documents section. Note: On the Organize document folders window, if necessary, you can reassign the document to a different folder by dragging and dropping the selected document, or you can delete the document from that folder. All documents in the selected folder are displayed. To find a document, do one of the following: Select in the list of

NextGen® Enterprise EHR Help

Document Selection Overview

The Generate Document window opens when you open the Documents module in NextGen® Enterprise EHR. It enables you to locate and select documents and generation options. The window contains the following components: Organize Documents Button You can select Organize Documents button to open the Organize document folders window. Folders Section The Folders section displays the system-supplied and user-defined folders. Document List Section The Document List section displays information for each document in the selected folder. If the All Documents folder is selected, information for all documents in all folders displays. This section contains the following columns: Document. Document name Locked By. User name To unlock the document, you can right-click the document, and select Unlock. You can also unlock the document in the Selected Document section as described below. Compiled. Yes or No Compiled by. User name Last Modified. Date Modified by. User name Date created. Date Created by. User

NextGen® Enterprise EHR Help

View Document Information

You can view document and encounter information, file properties, and user permissions for a selected patient document on the Encounter History or Categories tab. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To view the properties of a document, do one of the following: Select the Encounter History tab, Select a patient encounter, that contains the document, and select the button to open the Encounter Details window. Select the item to view the properties, and select the button. Popup Menu for a Document Select the Categories tab, To view a category item, 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 to view properties, and select the document options button. Categories Tab with Document Options Button Select Properties.The Document Information

Add a Document to a Category

Before you begin

Recommendations

Recategorize the Category Items

Add a Template to a Category

Manage Favorite Categories List

Generate a Document

Document Selection Overview

View Document Information

Recategorize the Category Items

Add a Template to a Category

Manage Favorite Categories List

Generate a Document

Document Selection Overview

View Document Information