Managing Patient Documents

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

Print Patient Documents

You can print one or more documents that you have generated. In NextGen® Enterprise EHR, generate a new patient document, or open an existing patient document. If desired, preview the patient document before you print it. From the Menu bar, select File > Print, or select the Print icon on the Document bar in the viewer. If you have not previously saved your document, the Save Document window opens. Select OK. The Print window opens. Select the desired printer. To print a group of patient documents, use the Custom Print\Fax function in NextGen® Enterprise EHR. Select OK to print your document. Print Preview Parent topic: Patient Documents Related tasks Print Preview

NextGen® Enterprise EHR Help

Process Patient Documents Offline

In NextGen® Enterprise EHR, select each document you want to generate offline. Access the Document Queue utility. Document Queue is usually running and begins processing the documents sent for offline generation. If you need to turn the utility on, refer Run Document Queue. You can change Document Queue processing options and the display of completed documents. Review the list of queued and generating documents in the Pending pane. Cancel document generation, if required. Review any processing errors in the EMR Docproc Errors log. View processing results in the Queue Manager window. Note: Archive copies of documents generated offline are made with each revision. Parent topic: Offline Generation of Patient Documents Related concepts Document Queue Errors Log Pending Documents Completed Documents Document Queue Access Related tasks Cancel a Pending Document Document Queue Process Options

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

Offline Generation of Patient Documents

Document Builder TX Text uses the Document Queue utility to generate patient documents offline. Generating patient documents offline can be extremely useful in a busy medical office. For example, a doctor can generate a patient document on a remote workstation while attending a patient. Document Queue Requirements Process Patient Documents Offline Document Queue Access Multiple Instances of EMR DocProc.exe Document Queue Window Components Run Document Queue Document Queue Process Options Pending Documents Completed Documents Document Queue Errors Log Parent topic: Document TX Text Overview

NextGen® Enterprise EHR Help

Generate Offline Patient Documents

You can select and generate offline patient documents. You can send one or more patients' documents to the EMR Document Generator. Note: In System Administrator, if Access Rights for Documents is set to No, then you cannot access Document on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Document in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Document, select Generate Offline. The Generate Document Offline window opens. In the Document Format list, select the format in which you want generate the docume

Managing Patient Documents

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Patient Document Generation

Print Patient Documents

Process Patient Documents Offline

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Offline Generation of Patient Documents

Generate Offline Patient Documents

Patient Document Generation

Print Patient Documents

Process Patient Documents Offline

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Offline Generation of Patient Documents

Generate Offline Patient Documents