NextGen Knowledge Center

Select Documents Search

  1. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window.
  2. Select the Encounter History or Categories tab.
  3. Select .
    The Search Documents window opens.
  4. Select Hide/Show Filters icon.
    The Look in: filters section opens within the Search Documents window.

  5. To use any previously searched document, select a document from the Documents list.
  6. 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.

  7. 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.
    1. 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.
    2. To remove any selected documents, select the documents under Selected Documents, and then select the double-left arrows to move them back under Available Documents.
  8. Select OK.
    The selected documents are added to the documents list, and the Documents check box is selected automatically.