Set Filters to View Documents and Images

NextGen® Enterprise EHR Help

Category Filters

You can find, view, and manage documents and images by using category filters on the Categories tab. You can select or set the predefined filters using any of the following criteria: Time Frame, SINCE, DATE RANGE, and Other sections. In the Categories tab, the default filter in the Filter By settings window is set to All. You can change the default filters to view documents and images based on your requirement. You can switch between the patients along with the applied filters. Note: Only categories with existing documents and images appear when a filter is applied for the selected patient. Set Filters to View Documents and Images You can set the category filters to view documents and images based on your preferences on the Categories tab. Parent topic: Categories Related tasks Set Filters to View Documents and Images

NextGen® Enterprise EHR Help

Select Documents Search

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounter History or Categories tab. Select .The Search Documents window opens. Select Hide/Show Filters icon.The Look in: filters section opens within the Search Documents window. To use any previously searched document, select a document from the Documents list. 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. 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. 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. To remove any selected documents, select the documents under Selected Documents, and

NextGen® Document Management User Guide,

Search for Images and Documents

When you search for documents and images inNextGen® Document Management,you can search among the categories, documents types, and fields you previously assigned to each document and image. The search criteria are not case sensitive. Open NextGen® Document Management. On the toolbar, select Search to open the Image Lookup window. To include images that are not filed to a patient or person, select the Search Non-Person Images checkbox. Search for a patient image by using a single field or a combination of multiple fields. You must enter at least two letters to perform a search. You can use wildcard characters (*), but do not use a wildcard character as the first character of your search criteria. Note: For accurate search results, you can enter more patient details in the search criteria. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results F

NextGen® Adaptive Content Engine Help Enterprise 8

Filter Displayed Guidelines Using Additional Filters

You can filter the display in a number of ways on the Care Guidelines Paged View template. You can filter a guideline from the available guideline using the Additional filters. The Additional filters can be used to refine the search using all the filter check boxes. Care Guidelines Paged View Open NextGen® Enterprise EHR. Select the Additional field, and select choices from the list. To search for a guideline, do one of the following: Select <free text search>, and enter the initial characters of the name of the guideline. Note: You must enter a minimum of three characters to enable the search. To enable filter based search based on the selected filter categories next to the Show selected, select Current filters. Based on the existing selections for Orderables, Recommended care (medication), and Recommended care (non-medication), the result appears. Select Due by, and then select a date from the calendar date selection window. The selected date appears in the field next to the Addition

NextGen® Enterprise EHR Help

Appointment Book Tab Filter Details

You can view the description of the filters available on the Appointment Book tab. The table provides information about the filters using which you can filter the patients. Filters Description Locations You can select one or more locations to filter patients for display in the patient grid. If you have not selected a location, then location options in the list default to locations associated with the practice you have selected at the time of log in. You can change the default location and select more than one location. When you close and return to the application, the previously selected locations in NextGen Care® Population Management Hub are available. Date You can set appointment date range to filter scheduled patients. Date field is the only mandatory search parameter. Time You can set the appointment time range to filter scheduled patients. Resources You can select one or more resources to filter patients. If a provider has been selected in NextGen® Enterprise, the selected provid

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

Set Filters to View Documents and Images

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Category Filters

Select Documents Search

Search for Images and Documents

Filter Displayed Guidelines Using Additional Filters

Appointment Book Tab Filter Details

Recategorize the Category Items

Category Filters

Select Documents Search

Search for Images and Documents

Filter Displayed Guidelines Using Additional Filters

Appointment Book Tab Filter Details

Recategorize the Category Items