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

Setup User-defined Document Folder

You can select commands from a right-click menu in the Folders section of the Organize document folders window to do the following actions: Create a folder under Document Folders or an existing user-defined folder. Rename an existing user-defined folder. Delete an existing user-defined folder. Note: You cannot create folders under the Template Sets or All Documents folders. You cannot delete the Document Folders, Template Sets or All Documents folders. To create a document folder, in the Folders section, right-click the folder that you want to place the new folder under, and select New. A new folder icon appears with the default name New Folder 1. Select the name box, and enter a new name for the folder. Select outside the name box or select <Enter> to save the name. To rename a document folder, in the Folders section, right-click the folder, and select Rename. The name box is opened for editing. Enter a new name for the folder. Select outside the name box or select <Enter> to save the

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 Encounter History or Categories tab. Select .The Search Documents window opens. Select Hide/Show Filters 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 Documents, and

NextGen® Document Management User Guide,

Refile Documents

Open NextGen® Document Management. Search for and open the document you want to refile in the viewer. On the viewer toolbar, select Refile Document. The File window opens displaying the existing filing information for the document. Optional: If necessary, update the filing information. Optional: To see the list of available document types, clear the current value from the Document Type field. Note: After you clear the value, you can select a new document type from the list. Optional: To file the next page as part of the same document, select File. Optional: To file the next page as part of a new document, select New Doc. If you configured the document type for a signature, then an application message appears asking if you want to re-submit PAQ and Worklog tasks. Optional: To unlink a NextGen® Enterprise EHR order from a document type, on the Unlink tab, select the NextGen® Enterprise EHR order that is linked to a document type, and then select Unlink Document/Image. Unlink tab of the F

NextGen® Enterprise EHR Help

Document Generation Results

If document generation is successful, NextGen® Enterprise EHR generates the selected document using all the available data. The system applies any options you selected. The generated document is displayed in the designated document viewer. You can view user and file information for the document, print it, or fax it. To change the generated document, you can enter information directly into it, and adjust the font, size, and other formatting styles as required. The TX Text viewer highlights any detected text errors. The TX Text viewer enables you to: Identify and fix invalid margin conditions Include selected lab and radiology results in the document Select other actions from the viewer toolbars and document menu Identify text detected with possible errors by a red-dotted underline Select an option to remove a duplicate word To save the document, you can select the Save icon on the NextGen® Enterprise EHR Top Toolbar. The document is attached to the selected encounter. After you save the

Organize Document Folder

Recommendations

Document Selection Overview

Setup User-defined Document Folder

Generate a Document

Select Documents Search

Refile Documents

Document Generation Results

Organize Document Folder

Document Selection Overview

Setup User-defined Document Folder

Generate a Document

Select Documents Search

Refile Documents

Document Generation Results