Organize Document Folder

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

Organize Document Folder

To find documents more easily, you can define your own document folders and link documents to them using the Organize document folders window. You cannot delete or change system-supplied folders. Select the Organize icon in the Generate Document window. The Organize document folders window opens with Folders, Document List, and Selected Document sections similar to those in the Generate Document window. Right-click menus enable you to configure document folders, add or remove document links to a selected folder, or completely delete a document. You can also unlock, rename and refresh documents. CAUTION: Changes made in the Organize document folders window are not displayed when you close the window. To view all the changes applied, you must reopen the Documents module in NextGen® Enterprise EHR. Setup User-defined Document Folder Update Documents in Folders Parent topic: Patient Document Generation

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

Generate a Document

Before you begin Each NextGen® Enterprise EHR document requires user rights and permissions to generate, view, and work with the document. In NextGen® Enterprise EHR, you can generate, view and work with the documents. Select the patient encounter, that you want to generate a document. To open the Documents module, do one of the following: Select the Documents icon on the Top Toolbar. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents that are in the Document Folders by default. If the document is in a different folder, select the specific folder or All Documents in the Organize documents section. Note: On the Organize document folders window, if necessary, you can reassign the document to a different folder by dragging and dropping the selected document, or you can delete the document from that folder. All documents in the selected folder are displayed. To find a document, do one of the following: Select in the list of

NextGen® Enterprise EHR Help

Generate a Document

Before you begin Each NextGen® Enterprise EHR document requires user rights and permissions to generate, view, and work with the document. In NextGen® Enterprise EHR, you can generate, view and work with the documents. Select the patient encounter, that you want to generate a document. To open the Documents module, do one of the following: Select the Documents icon on the Top Toolbar. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents that are in the Document Folders by default. If the document is in a different folder, select the specific folder or All Documents in the Organize documents section. Note: On the Organize document folders window, if necessary, you can reassign the document to a different folder by dragging and dropping the selected document, or you can delete the document from that folder. All documents in the selected folder are displayed. To find a document, do one of the following: Select in the list of

NextGen® Enterprise EHR Help

Select Documents Search

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounters or Categories tab. Select Search icon.The Search Documents window opens. Select Hide/Show FiltersNull icon.The Look in: filters section opens within the Search Documents window. To use any previously searched document, select a document from the Documents list. To select other documents to search, select the Ellipsis button next to the Documents list.The Select Documents window opens displaying a list of available documents for the patient. Under Available Documents, select a document to include in the search, and then select the double-right arrows to move them under Selected Documents section. To select multiple adjacent documents at a time, select and hold the <SHIFT> key while selecting each document. To select multiple non-adjacent documents, select and hold the <CTRL> key as you select each document. To remove any selected documents, select the documents under Selected Documen

Organize Document Folder

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Document Selection Overview

Organize Document Folder

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Select Documents Search

Document Selection Overview

Organize Document Folder

Document Selection Overview

Generate a Document

Generate a Document

Select Documents Search