Add a Template 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 Document to a Category

Before you begin You must have the necessary user rights to add a document to a category. You can categorize your documents in NextGen® Enterprise EHR. When you are adding a document initially to an encounter, you can add it to certain categories. If you are adding a document with an existing document name for the encounter, you can not assign, change, or add the document to the categories. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Documents module, do one of the following: On the Top Toolbar, select the Documents icon. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents. On the Generate Document window, do the following: Select the Categories option.The Categories pane opens within the Generate Document window. Select a document to add it to a category. In the Categories section, select a required category check box to add the document. Select the Generate.The documen

NextGen® Enterprise EHR Help

Add an Image to a Category

Before you begin You must have the necessary user rights to add an image to a category. In NextGen® Enterprise EHR Categories tab, you can add an image to multiple categories, and you can remove an image from a category. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Images module, do one of the following: On the Top Toolbar, select the Images icon. On the main menu, select File > New > Image. The Open Image File window opens. Open Image File Window Select the required image, and select Open. The image opens. On the Top Toolbar, select Save. The Save Image File window opens. On the Save Image File window, do the following: Select the Show categories check box. The Show categories pane opens within the Save Image File window. Save Image File Window Enter the image description in the Please enter image description field. Note: NextGen Healthcare strongly recommends to save the images with consistent file names to make them available for reu

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

Add a Patient from NextGen® Enterprise Template

You can add patient from template trigger to My Lists. You can only add one patient at a time using a template trigger. Open NextGen® Enterprise EHR. On NextGen® Enterprise EHR main toolbar, select Patient. The Patient Lookup window opens. To select a patient, find the patient, and then select Open. Select an encounter on the Encounter History tab or create a new encounter. Select Open Template, and then select the template that contains the triggers to add patient. For more information on adding triggers, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. Select the button which adds patient to My Lists. The Save as My List window opens. Under Update Saved List, From Name, select the required existing My List name. Select Merge to include all patients from both lists or select Override to replace all patients in the existing list. From Share with Workgroups, select one or more work groups. Select OK. The patient is adde

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

Add a Template to a Category

Before you begin

Recommendations

Recategorize the Category Items

Add a Document to a Category

Add an Image to a Category

Manage Favorite Categories List

Add a Patient from NextGen® Enterprise Template

View Medical Records and Demographic Templates

Recategorize the Category Items

Add a Document to a Category

Add an Image to a Category

Manage Favorite Categories List

Add a Patient from NextGen® Enterprise Template

View Medical Records and Demographic Templates