Category Filters

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

Set Filters to View Documents and Images

In the Categories tab, Filter By settings window, you can set the predefined filters to view your preferred documents and images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select Filter By.The filter settings window opens. Note: The Time Frame section is set to All option by default. Set the required filters from the following options. To view documents and images for a specific time interval; under the LAST NUMBER OF DAYS section, select the appropriate option to specify the number of days that you want to view the documents and images for. Under SINCE section, do one of the following: To view documents and images related to the current location of the patient, select the Last visit to current location option. To view documents and images related to the current provider for the patient, select the Last visit with provider option. Note: When you select Last Visit to Current Location or Last Visit with Provider, other f

NextGen® Enterprise EHR Help

List View of the Categories

The List View of the Categories tab displays a list of documents, files, or images without category grouping for the selected patient. The list of documents, files, or images is displayed with the document Type icon, Name, and Date. When you hover over a document, file, or image, the button and tooltip appear displaying the document name and corresponding categories associated with that document. When you select the button on a document, file, or image, a list of menu options appear as per the document type. When you select a patient who doesn’t have any documents or images, a message appears stating that no records are found for the patient. Sort the Documents and Images in the List View You can sort the documents, files, and images in the List View. Parent topic: Select the Category View Related reference Options Available for Patient Chart Items

NextGen® Enterprise EHR Help

Tree View of the Categories

The Tree view of the Categories tab displays the documents in different categories along with the number of documents that exist in that category for the selected patient. If you expand the categories, the categories appear in a tree view displaying the category name, the icon for the document type, the name of the template, document, or image assigned to that category followed by the date, and time. Each document must be associated with at least one category. One document may be associated with one or multiple categories. When you hover over any category button, the Category Options tooltip appears. When you select the Category Options button on a category, a list of menu options appear to expand and collapse all the listed categories. When you hover over any category item button, the Document Options tooltip appears. When you select the Document Options button on a category item, a list of menu options appear as per the document type. Select Category Expansion Options in Tree View Yo

NextGen® Document Management User Guide,

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using a single field or a combination of multiple fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. 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

Category Filters

Recommendations

Recategorize the Category Items

Set Filters to View Documents and Images

Categories

List View of the Categories

Tree View of the Categories

Search for Images and Documents

Recategorize the Category Items

Set Filters to View Documents and Images

Categories

List View of the Categories

Tree View of the Categories

Search for Images and Documents