Generate a Document

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

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

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® Adaptive Content Engine Help Enterprise 8

Generate Documents

You can search for and generate a document for a patient encounter. Open NextGen® Enterprise EHR. From Top Toolbar, select the Documents icon. The Generate Document window opens. Select the document you want to generate, and select Generate. Parent topic: Generate Information from Document Library

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

Generate a Document

Before you begin

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Document Selection Overview

View Document Information

Patient Document Generation

Add a Document to a Category

Generate Documents

Patient Documents

Document Selection Overview

View Document Information

Patient Document Generation

Add a Document to a Category

Generate Documents

Patient Documents