Attach Addendums to Patient Document

NextGen® Enterprise EHR Help

Document Type Viewers

NextGen® Enterprise EHR provides the following three document viewers for use with different document formats. You can specify document viewers under NextGen® Enterprise EHR Documents Preferences. Your system administrator can help you determine which viewers are appropriate for your practice. Viewer Format Supported Description TX Text .doc .docx .rtf .txt TX Text is the default viewer for all patient documents. It is also the default viewer for documents in Rich Text Format (RTF) and plain text format that are attached to patient encounters/categories in NextGen® Enterprise EHR through the Document Monitor utility. Note: NextGen® Healthcare recommends using the TX Text viewer for all supported document formats. The ability to insert addendums and lab results in a patient document is available with this viewer only. Word Application .doc .docx .hed .rtf .txt Note: To use this viewer, you must have Microsoft® Word installed and the Browse in the same window option enabled in Microsoft®

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

Patient Document Generation

You can generate patient documents in NextGen® Enterprise EHR on the workstation you are logged on to or offline on a remote workstation. Before generating a particular document, make sure that you have selected a patient. Also you can check that all the relevant data is entered into the patient medical record. You can select options to save or print a patient document or send it to a patient account on NextGen® PxP Portal website when it is generated. You can create documents in two other ways: A template may be configured with a Launch Document trigger that you can execute to generate a document. Use NextGen® Enterprise EHR Quick View feature to generate a document in real time as you work on a patient encounter. You can then save and attach the document to the patient chart. For more information, go to NextGen Healthcare Success Community, and download the latest Templates User Guide for NextGen® Enterprise EHR. Use of the Default Windows Printer Document Selection Overview Organize

System Administrator Help

EHR Documents Operation

The NextGen® Enterprise EHR Documents Operations Subgroup in the System Administrator application enables users to perform actions in Document Builder. Subgroup Used in Description Add Document Addendums NextGen® Enterprise EHR Enables users to add an addendum to a previously approved patient document in the TX Text document viewer only. Note: : The Save As RTF Universal Preference must be set to True. Edit Category Selections NextGen® Enterprise EHR Enables users to add a document to a category while they are generating the document. Export NextGen® Enterprise EHR Enables users to export NextGen® Enterprise EHR documents from one NextGen database to another. Import NextGen® Enterprise EHR Enables users to import NextGen® Enterprise EHR documents into a NextGen® Enterprise database from another NextGen® Enterprise database. Parent topic: Subgroups of the Operations Permissions Group

NextGen® Enterprise EHR Help

Patient Documents

Patient documents in NextGen® Enterprise EHR can be a medical or lab report, a referral form, a professional letter, or any other custom-designed form. You can generate new patient documents from previously created user-defined format documents in the Document Builder. When a patient document is generated, macros in format documents insert data from selected template fields. A patient document can be created locally or remotely on a remote workstation. The patient documents are attached to the applicable encounter in the patient's chart. The patient's chart may also contain documents created outside Document Builder. Third-party documents are imported through the NextGen® Interface Engine Document Import Agent. NextGen® Health Information Exchange (HIE) and Continuity-of-Care (CCD) documents are attached to the NextGen® HIE Documents Category of the Categories tab. After generating a new patient document, you can sign off on it in the Documents module or the Provider Approval Queue (PA

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

Attach Addendums to Patient Document

Before you begin

Recommendations

Document Type Viewers

Signoff Patient Document

Patient Document Generation

EHR Documents Operation

Patient Documents

Add a Document to a Category

Document Type Viewers

Signoff Patient Document

Patient Document Generation

EHR Documents Operation

Patient Documents

Add a Document to a Category