NextGen Knowledge Center

File Menu

The NextGen® Enterprise EHR File menu includes the following options.

File OptionDescription
NewEnables you to create an encounter, case, custom encounter, addendum, group encounter, patient, person, insurance, image, template, document, and referral, and also lock an encounter.
Select PatientOpens the Patient Lookup window. For more information, go to NextGen Healthcare Success Community, and download the Patient Demographics Guide forNextGen®Enterprise.
Modify PatientOpens the Update Patient Information window. For more information, go to NextGen Healthcare Success Community, and download the Patient Demographics Guide forNextGen®Enterprise.
Close PatientCloses the current patient chart.
SaveEnables you to save a document.
CloseEnables you to close a document.
PrintEnables you to print a document.
Custom Print \ SendEnables you to do custom printing and faxing, and send items to NextGen® PxP Portal .
Print PreviewAppears only if a document is open, and enables you to preview the entire document, including headers and footers, before it is printed.
Page SetupAppears only if a document is open, and enables you to specify the width, height, tab settings, and margins of a document.
Export Patient DocumentsEnables you to convert any NextGen® Enterprise EHR document into a pdf file and export it to NextGen® Enterprise Rosetta Interface Messenger, your local disk, or NextGen® PxP Portal.
GraphEnables you to generate template, order results, time line, and growth chart graphs.
ReportsEnables you to create and generate custom NextGen® Enterprise EHR reports, view a list of memorized reports, view report snapshots, filter Significant Events reports, and access and generate user-defined SAP® Crystal Reports® as well as standard NextGen® Enterprise EHR SAP Crystal Reports. You must use the latest version of SAP Crystal Reports. For more information, go to NextGen Healthcare Success Community, and download the latest Reports User Guide forNextGen®Enterprise EHR.
ChartMailNot currently available.
Family UnitEnables you to access the Family Unit module of NextGen® Enterprise EHR.
Privacy ConsentOpens the Privacy Consent window, and enables you to access or publish patients' information including patients' consent. For more information, go to the NextGen Healthcare Success Community and download the latest Patient Demographics Guide forNextGen®Enterprise.
Patient PortalDisplays the NextGen® PxP Portal enrollment status, and enables you to update the status by sending an enrollment email to the patient. You can send interactive medical forms, documents, or a scheduled message to NextGen® PxP Portal.
Patient EducationEnables you to access Healthwise® Patient Education, which is available as an optional purchase.
Patient GroupOpens the Patient Group window. For more information, go to NextGen Healthcare Success Community and download the latest Patient Demographics Guide forNextGen®Enterprise.
SummaryDisplays a summary of the patient's allergies, problems, procedures, orders, or medications. If you purchased the optional equipment module, this option displays a prompt for the module. For more information, go to NextGen Healthcare Success Community and download the latest Medications and Medication Allergies Modules User Guide forNextGen®Enterprise EHR and Integrated Equipment Module User Guide forNextGen®Enterprise EHR.
SuperbillEnables you to access the Superbill module. For more information, go to NextGen Healthcare Success Community, and download the Procedures and Superbill Modules User Guide forNextGen®Enterprise EHR .
System \ Practice TemplateEnables you to select System and Practice templates.
Clinical Quality ReportingEnables you to generate the NextGen® HQM Patient Clinical Quality report or the NextGen® HQM Provider Clinical Quality report. For more information, go to NextGen Healthcare Success Community, and download the latest HQM Clinical Quality Report Generation User Guide for NextGen® Enterprise EHR.
NextGen Population HealthEnables only when the NextGen Population Health Production URL field in Universal Preferences contains the NextGen Population Health URL.

Enables you open the NextGen Population Health website in the default user browser outside the NextGen® Enterprise EHR application.

Work Flow...Enables you to access the Workflow module. For more information, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide forNextGen®Enterprise EHR.
User WorkgroupsEnables you to select Workflow user groups. For more information, go to NextGen Healthcare Success Community, and download the Workflow Module Guide forNextGen®Enterprise EHR.
Provider Approval QueuePrompts users with a Sign In window for the Provider Approval Queue (PAQ). For more information, go to NextGen Healthcare Success Community, and download the Workflow Module Guide forNextGen®Enterprise EHR.
Change Enterprise/Practice...Enables you to switch between the enterprise and practice without logging off. You must have appropriate permissions to log on to a different enterprise or practice.
LogoutEnables you to log off from the system.
ExitEnables you to close the application.