Select the Category View

NextGen® Enterprise EHR Help

Recategorize the Category Items

On the Categories tab, you can recategorize the documents, images, and files. You can add a selected document, image, or file to one or multiple categories, or you can remove it from the category. Note: You cannot recategorize the NextGen® Document Management images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. To view a document, image, or file, 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 document, image, or file to recategorize, and select document options .The document options appear. Select Recategorize.The Recategorize this item window opens displaying the list of available categories. On the Recategorize this item window, do one of the following: To add the selected document, image, or file to a new category, select th

NextGen® Enterprise EHR Help

Add a Document to a Category

Before you begin You must have the necessary user rights to add a document to a category. You can categorize your documents in NextGen® Enterprise EHR. When you are adding a document initially to an encounter, you can add it to certain categories. If you are adding a document with an existing document name for the encounter, you can not assign, change, or add the document to the categories. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To open the Documents module, do one of the following: On the Top Toolbar, select the Documents icon. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents. On the Generate Document window, do the following: Select the Categories option.The Categories pane opens within the Generate Document window. Select a document to add it to a category. In the Categories section, select a required category check box to add the document. Select the Generate.The documen

NextGen® Enterprise EHR Help

Manage Favorite Categories List

Before you begin You must have the necessary user-level permissions to add the favourite categories to the My Categories list on the Categories tab. You can add or remove the categories to the My Categories list as part of users'-favorite on the My Patient History Settings window. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select .The My Patient History Settings window opens displaying the user level settings to be applied for General, Encounter History, and Categories tabs. Under My Patient History Settings | Categories section, do the following: Select Select Categories list.A window opens displaying the list of available categories. Select the required categories from the list to add to My Categories. Select Apply. Select the button. The selected categories are added to the My Categories list. Note: The selected categories are dispalyed on top of the Select Categories list. To remove the categories, select correspond

NextGen® Enterprise EHR Help

Select Category Expansion Options in Tree View

On the Categories tab Tree View, you can expand the categories to display the additional subcategories and patient chart items. You can collapse the categories to display only the categories. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select Tree View from the list. To expand or collapse all the categories, do the following: Hover over any category, and select Category Options button.The list of category options appear. To display all components of every listed categories, select Expand All Categories. To display the categories without any components, select Collapse All Categories. To expand or collapse a specific category, do the following: To expand the specific category, and view its components, select the icon corresponding to that category. To collapse the specific category, and view without its components, select the icon corresponding to that category. Parent topic: Tree View of the Categories

NextGen® Enterprise EHR Help

List View of the Categories

The List View of the Categories tab displays a list of documents, files, or images without category grouping for the selected patient. The list of documents, files, or images is displayed with the document Type icon, Name, and Date. When you hover over a document, file, or image, the button and tooltip appear displaying the document name and corresponding categories associated with that document. When you select the button on a document, file, or image, a list of menu options appear as per the document type. When you select a patient who doesn’t have any documents or images, a message appears stating that no records are found for the patient. Sort the Documents and Images in the List View You can sort the documents, files, and images in the List View. Parent topic: Select the Category View Related reference Options Available for Patient Chart Items

NextGen® Enterprise EHR Help

Select the Category View

Recommendations

Recategorize the Category Items

Add a Document to a Category

Manage Favorite Categories List

Select Category Expansion Options in Tree View

List View of the Categories

Categories

Recategorize the Category Items

Add a Document to a Category

Manage Favorite Categories List

Select Category Expansion Options in Tree View

List View of the Categories

Categories