Manage Favorite Categories List

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 Template to a Category

Before you begin You must have the necessary user rights to add a template to a category. In NextGen® Enterprise EHR Categories tab, you can add or remove a template from a category. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Templates module, do one of the following: On the Categories or Encounter History tab, select Open Template. On the Top Toolbar, select the Templates icon. On the main menu, select File > New > Template. The Select Template window opens. On the Select Template window, do the following: Under Show section, select All to view all available templates. Select the Categories check box.The Categories pane opens within the Select Template window. Select a template to add it to a category. Select a required category check box to add the template. Select OK. The template is added to the selected category. Note: You can add a template to multiple categories at a time. However, you cannot add multiple templates to a categor

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

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

Enter Encounter Remarks

Before you begin Ensure that the Remarks check box is selected in the user-level settings to enable the description/remarks option on the Encounter History tab. You can enter the description or remarks for a patient from the encounter menu options on the Encounter History tab. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter, select Encounter Options, and then select Encounter Description/Remark.The Encounter Description / Remark window opens. Enter the remark. Select OK.The remark appears on the Encounter History tab and the Encounter Maintenance window. Parent topic: Encounter Options for Encounter History Related tasks Manage Encounter Display Information at User-Level

NextGen® Enterprise EHR Help

Manage Favorite Categories List

Before you begin

Recommendations

Recategorize the Category Items

Add a Template to a Category

Add an Image to a Category

Add a Document to a Category

Enter Encounter Remarks

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