Patient Document Generation

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

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

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

Launching Document Trigger Run Time

A template may be configured with a Launch Document trigger that you can execute to generate a preselected document, open it in your document viewer and save it to the patient's chart. Depending on the trigger setup, the document may be: Generated offline. If the Select Generator/Printer window opens, you can select the server and printer from the Generator and Printer lists, and select OK. Sent to the NextGen® PxP Portal website if the patient is enrolled in it. On the resulting Patient Portal Document Export window, you can add comments or a standard response, and select Send. For more information on Patient Documents, go to NextGen Healthcare Success Community and download the latest Documents User Guide (TX Text Control) for NextGen® Enterprise EHR. Printed to a designated printer. Parent topic: Patient Chart Items

NextGen® Enterprise EHR Help

Managing Patient Documents

You can use Document Builder to perform the following: Build document formats to generate specific patient documents in NextGen® Enterprise EHR. Import and export document formats and their macros using the Document Import/Export utility. View existing patient documents in NextGen® Enterprise EHR. Generate new patient documents in NextGen® Enterprise EHR. You can also generate patient documents offline using Document Builder TX Text. Document TX Text Overview Related concepts Patient Document Generation Related tasks View Existing Patient Documents Generate a Document Print Patient Documents Fax Patient Documents Process Patient Documents Offline

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

Patient Document Generation

Recommendations

Print Patient Documents

NextGen® PxP Portal Document Export

Patient Documents

Launching Document Trigger Run Time

Managing Patient Documents

Process Patient Documents Offline

Print Patient Documents

NextGen® PxP Portal Document Export

Patient Documents

Launching Document Trigger Run Time

Managing Patient Documents

Process Patient Documents Offline