Select Patient Documents for Export

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

Select Patient Documents for Export

You can export a .pdf file of selected patient documents to NextGen® Enterprise Rosetta Interface Messenger, to your local disk, or to the patient NextGen® PxP Portal account. From the Patient Lookup window, open an enrolled patient and open the patient record. From the File menu, select Export Patient Documents. The Export Patient Documents window opens with a list of the patient encounters and any attached documents. Sensitive Encounters are identified by a Sensitive Encounter icon on the left. To add items from Available Documents to Documents to be Exported, do one of the following: To add a single document, expand the encounter it is in, select the item, and select the right button. To add all documents, select the Move All button. To remove items from Documents to be Exported, do one of the following: To remove a single document, select it and then select the left button. To remove all documents, select the Remove All button. Enter the Export to path. A default path is shown. To

NextGen® Enterprise EHR Help

Export Patient Documents to NextGen® Enterprise Rosetta Interface Messenger

For NextGen® Enterprise Rosetta Interface Messenger export, NextGen® Enterprise Rosetta Interface Messenger and any required agents must be installed and configured for use by NextGen Healthcare. For more information, contact NextGen Healthcare Client Support. To select documents for export, follow step 1 to step 5 in Select Patient Documents for Export. On the Export Patient Documents window, select Rosetta, and then select Export. CAUTION: If you have included sensitive data, it will be exported to NextGen® Enterprise Rosetta Interface Messenger. A message window opens, notifying you that the selected number of documents is queued for export by Rosetta agents. Select OK. Parent topic: Select Patient Documents for Export

NextGen® Enterprise EHR Help

Export Patient Documents to NextGen® PxP Portal

You can export documents to NextGen® PxP Portal for an enrolled patient. To select documents for export, follow step 1 to step 5 in Select Patient Documents for Export. On the Export Patient Documents window, select Patient Portal, and then select Export. If you have included sensitive data, the Sensitive Encounter data selected window opens. To cancel the export, select Cancel sending. The Export Patient Documents window comes back in view. You can change your selections, and then select Export again. To continue, select Proceed. After you select Export or Proceed, the Send Documents to <Patient Name> window opens, listing the selected documents. To search the list of documents, enter the first few letters of the name. Do one of the following: In the comments box, enter your comments, using up to 1,000 characters. To insert a standard response from the Standard Responses section, either drag it into the comment box or double-click it. If required, you can edit the response or right-cl

NextGen® Enterprise EHR Help

Export Patient Documents to Your Local Disk

To select documents for export, follow step 1 to step 5 in Select Patient Documents for Export. On the Export Patient Documents window, select Local Disk, and then select Export. If you have included sensitive data, the Sensitive Encounter data selected window opens. To cancel the export, select Cancel sending. The Export Patient Documents window comes back in view. You can change your selections, and then select Export again. To continue, select Proceed. After you select Export or Proceed, if a file with the same name already exists on your local disk, a message window opens, prompting you to confirm overwriting the existing file. To cancel the export, select Cancel. To overwrite the existing file, select OK. A Document Export window opens while the file is sent to your local disk. Parent topic: Select Patient Documents for Export

Select Patient Documents for Export

Recommendations

View History of an Item Sent to NextGen® PxP Portal

Send Patient Documents

Select Patient Documents for Export

Export Patient Documents to NextGen® Enterprise Rosetta Interface Messenger

Export Patient Documents to NextGen® PxP Portal

Export Patient Documents to Your Local Disk

Select Patient Documents for Export

View History of an Item Sent to NextGen® PxP Portal

Send Patient Documents

Select Patient Documents for Export

Export Patient Documents to NextGen® Enterprise Rosetta Interface Messenger

Export Patient Documents to NextGen® PxP Portal

Export Patient Documents to Your Local Disk