Options Available for Patient Chart Items

Option	Description
Provider Signoff Details	Displays the current signoff status, rendering provider, provider reassignment (if applicable), and comments for a patient document.
Send to IHVDI	This option is not compatible with NextGen® Enterprise EHR 5.6 and above. The same functionality is available using NextGen® Document Management.
Clinical Reconciliation	Opens the Clinical Reconciliation window for the C-CDA documents.
Send to Patient Portal	Opens the Patient Portal Document Export window to export a document, image, or SAP® Crystal Reports® to NextGen® PxP Portal for patients enrolled in NextGen® PxP Portal. Note: The Send to Patient Portal option is disabled if the NextGen® PxP Portal license has expired. For more information, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR . Note: If the document is sent to NextGen® PxP Portal, the icon appears next to the document icon.
Patient Portal History Details	Displays the audit trail of a document that is sent to NextGen® PxP Portal. For more information, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR .
Recategorize	Opens the Recategorize this item window.
Properties	Displays the document and encounter information, file properties, and user permissions for a selected patient document, image or SAP® Crystal Reports®.

NextGen® Enterprise EHR Help

View History of an Item Sent to NextGen® PxP Portal

When you send a NextGen® Enterprise EHR patient chart item such as a document, image, or SAP® Crystal Reports® to a NextGen® PxP Portal, the system creates an audit trail. The system also records when the patient opens the item from the NextGen® PxP Portal. Open NextGen® Enterprise EHR, and select a NextGen® PxP Portal enrolled patient from the Patient Lookup window. To view the history details of an item sent to NextGen® PxP Portal, do one of the following: Select the Encounter History tab, Select an encounter, and select the button to open the Encounter Details window. Select the item to view the details, and select the button. Encounter History Tab with Menu Button 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 category item to view the p

NextGen® Enterprise EHR Help

Send Patient Documents

Before you begin To send the NextGen® Document Management images to NextGen® PxP Portal, ensure that the Rights > Operations > Imaging > Send Doc Mgmt Image to Patient Portal in System Administrator must be set to True and the necessary access rights must be enabled. If the right is set to No, the Send to Patient Portal option appears disabled for the selected image. You must also select the Patient Portal Accessible check box for the document type in File Maintenance. For more information, go to NextGen Healthcare Success Community, and download the latest Configuration Guide for NextGen® PxP Portal. You can export documents, images, or SAP® Crystal Reports® objects from NextGen® Enterprise EHR to NextGen® PxP Portal for patients enrolled in NextGen® PxP Portal. Any images sent to NextGen® PxP Portal are converted to a read-only .PDF file. Open NextGen® Enterprise EHR, and select a NextGen® PxP Portal enrolled patient from the Patient Lookup window. To view and export an item, do one

NextGen® Enterprise EHR Help

Open Encounter Components

Before you begin Ensure that Access Rights in Rights > OPERATIONS > Encounters > View Encounter Summary is set to Yes in System Administrator to view the clinical data on the Encounter Summary window in NextGen® Enterprise EHR. Note: When Access Rights is set to No, the data on the right side of the Encounter Summary window is hidden. However, you can still view and use the documents, images, templates, and files that appear on the left side of the window. For more information on user access rights, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. You can view the type of clinical data associated with the encounters and the properties of documents, images, or SAP Crystal Reports within an encounter 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 and select the button.The Encounter Details window for the selec

NextGen® Enterprise EHR Help

View the Patient Portal History Details

When you send a NextGen® Enterprise EHR patient chart item such as a document, image, or SAP® Crystal Reports® to a NextGen® PxP Portal, the system creates an audit trail. The system also records when the patient opens the item from the NextGen® PxP Portal. Open NextGen® Enterprise EHR, and select a NextGen® PxP Portal enrolled patient from the Patient Lookup window. To view the history details of an item sent to NextGen® PxP Portal, do one of the following: Select the Encounter History tab, Select an encounter, and select the button to open the Encounter Details window. Select the item to view the details, and select the button. Encounter History Tab with Menu Button 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 category item to view the p

NextGen® Enterprise EHR Help

Encounter History/Categories Document Menu

You can select a patient document on the Encounter History or Categories tab to display the document menu with the following commands: Command Description Provider Signoff Details Displays the current signoff status, rendering provider, provider reassignment (if applicable), and comments for a patient document. Send to Patient Portal Opens the Patient Portal Document Export window to export a document, image, or SAP® Crystal Reports® to NextGen® PxP Portal for patients enrolled in NextGen® PxP Portal. Note: If the document is sent to NextGen® PxP Portal, the icon appears next to the document icon. Patient Portal History Details Displays the audit trail of a document that is sent to NextGen® PxP Portal. Recategorize Opens the Recategorize this item window. Properties Displays the document and encounter information, file properties, and user permissions for a selected patient document. Parent topic: Patient Documents Related tasks View Document Information Signoff Patient Document

NextGen® Enterprise EHR Help

NextGen® PxP Portal Document Export

You can export a patient document from the patient chart in NextGen® Enterprise EHR to the patient NextGen® PxP Portal account. You can export the patient document from the Encounter History or the Categories tab. Note: NextGen® Enterprise EHR enables you to export documents to the patient's NextGen® PxP Portal account in a number of other ways: From the File menu, you can select Export Patient Documents, or can select Patient Portal > Documents > Send EHR Document. You can create a custom rule in the Provider Approval Queue (PAQ). You can set up a Launch Document template trigger in Template Editor. For more information, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR, Workflow Module Guide for NextGen® Enterprise EHR, and Templates User Guide for NextGen® Enterprise EHR. Send Patient Documents from Encounter History You can send the patient documents to NextGen® PxP Portal from the Encounter History ta

Options Available for Patient Chart Items

Recommendations

View History of an Item Sent to NextGen® PxP Portal

Send Patient Documents

Open Encounter Components

View the Patient Portal History Details

Encounter History/Categories Document Menu

NextGen® PxP Portal Document Export

View History of an Item Sent to NextGen® PxP Portal

Send Patient Documents

Open Encounter Components

View the Patient Portal History Details

Encounter History/Categories Document Menu

NextGen® PxP Portal Document Export