Send a Filtered View as a Task from the Categories Tab

NextGen® Enterprise EHR Help

Send a C-CDA Document as a Task from CDA Viewer

The Tasking (Tasking) icon in the CDA Viewer allows you to send a C-CDA document as a task to specific user or user groups. The tasking icon appears at the top-right side of the document and in each C-CDA section (except the Header and Demographic sections). This feature is available only when you access the CDA Viewer in NextGen® Enterprise EHR and the Reconciliation module. After opening a C-CDA document in the CDA Viewer, do one of the following: To mark the whole document as a task, on the Custom View tab or the Full View tab, select Tasking (Tasking) at the top of the document. To mark a specific section as a task, on the Custom View tab, select Tasking (Tasking) in the section that you want the recipient to focus on. The New EHR Task window appears. New EHR Task Note: The current C-CDA document is automatically attached to the task. The whole C-CDA document is attached to the task regardless of whether you select Tasking (Tasking) at the top of the document or in a section. Depen

NextGen® Enterprise EHR Help

Viewing CDA Documents in Custom View

Clinical Document Architecture (CDA) documents can contain hundreds of sections. To help you focus on the most important sections for your daily work, the Custom View tab supports the following subset of CDA sections that contain the most critical information: Demographics Header Medications Meds Administered Allergies Problems Immunizations Results Encounters Vital Signs Procedures Family History Social History Advanced Directives Medical Equipment Payers Reason for Referral Discharge Summary Note Consultation Note History And Physical Note Progress Note To see any of the sections not supported in the Custom View tab, refer to the Full View tab. Features of the Custom View You can use the Custom View tab to go to a specific section; reorder, filter, or sign off sections; send a section as a task; or open the Clinical Reconciliation module. Configure General Options for Custom View You can use general options to control the appearance and behavior for all documents, not just the curren

NextGen® Enterprise EHR Help

Perform Actions for a Whole C-CDA Document in Custom View

In the upper right area in Custom View, you can perform a number of actions that affect the whole document. Controls for Document-Level Actions To sign off on the document, select the sign-off Sign-Off icon. The sign-off Sign-Off icon appears only if prerequisites have been met, as described in Criteria to Sign-off C-CDA Documents from Custom CDA Viewer, and the CDA Viewer is not running within the Provider Approval Queue (which provides its own signoff buttons). To send the document as a task to a provider, select the tasking Tasking icon. To save a filtered view of the document to the patient chart, select the save Save icon. To add comments to the document, select the comment Comment icon. To apply an existing filter to the document, choose a filter from the list. Select a Filter To configure view options or create filters, select the gear Gear icon. Parent topic: Features of the Custom View

NextGen® Enterprise EHR Help

CDA Viewer

The CDA Viewer displays Clinical Document Architecture (CDA) documents in a human readable form. You can customize and filter the display, add comments, or create review tasks. Viewing CDA Documents The CDA Viewer enables you to view CDA documents in a human readable format. The Viewer also enables you to filter, reorder, or validate CDA documents. Enable Practice Filters How to create filters at the practice level. Configure Default View How to configure the initial view (Custom View or Full View) for the CDA Viewer. Accessing the CDA Viewer You can open the CDA Viewer from several contexts, including NextGen® Enterprise EHR, Data Share Module, Medical Summary Utility, Clinical Reconciliation Module, or NextGen® Clinical Message Manager. View Tabs The CDA Viewer provides Custom View and Full View tabs. Viewing CDA Documents in Custom View You can view many of the most critical Clinical Document Architecture (CDA) sections in the Custom View tab of CDA Viewer. Viewing CDA Documents in

NextGen® Enterprise EHR Help

Perform Actions for a Section in Custom View

In Custom View of CDA Viewer, you can use the controls in each section heading to perform actions for that section. Controls to Perform Actions for a Section To expand a section, select , or to collapse a section, select . If the text Showing: All (<number> of <number>) is blue and underlined, select this text to choose among available filters for the section. Depending on the type of data, one of the following types of filters appears: Date range Active status Administered or ordered status To send the section as a task to a provider, select the tasking Tasking icon. To add comments to the section, select the comment Comment icon. To perform one-click reconciliation for the section, select the import Import icon. To display clinical notes for the section, select the clinical notes Clinical Notes icon. To display the human-readable contents of the section, select the human-readable human readable icon. To scroll to the top of the document, select the text Back to Top. If the message Vi

NextGen® Enterprise EHR Help

Print C-CDA Documents

Before you begin Ensure that you have permission to print C-CDA documents from the CDA Viewer. To enable the print feature for you, open System Administrator, select your user, select Rights, and then under Modules > EHR Documents - HIE, select the Print option. You can print C-CDA documents from the Full View tab. If a filter is applied to the Full View, only the filtered data is printed. On the Full View tab, select the Print Full View Print Full View icon at the top-right side of the view. Location of Print Full View Icon The Print window appears. Select a printer and select Print. Alternatively, you can right-click within the document and choose Print. Print Selection on Menu Parent topic: Viewing CDA Documents in Full View

Send a Filtered View as a Task from the Categories Tab

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