Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences

NextGen® Enterprise EHR Help

Linking DM Images to Orders

When linking an image in NextGen® Document Management or selecting an order with a linked DM image to sign off in PAQ, users can view active orders from the Order module and NextGen® Adaptive Content Engine. When linking a NextGen® Document Management image with an Order module test, the image is stored as a result for that test in the Order module. Linking a NextGen® Document Management image with a NextGen® Adaptive Content Engine order updates the status of the order automatically based on the practice preferences set up in the File Maintenance Orders/Results Linking section. Scan and Link an Image in DM Sign off Orders in the PAQ Viewing the Updated Order Status and Result in the Orders Module Viewing the Updated Order Status and Result for a NextGen Adaptive Content Engine Templates Order Parent topic: Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences

NextGen® Enterprise EHR Help

DM Image Linking and Order Status Update Pre-Setup Considerations

Does your practice use NextGen® Adaptive Content Engine or the Orders module to process orders? What type of documents does your practice frequently scan? What order type do you want to set as the default when viewing orders for linking DM images in PAQ or Document Management? For example, Diagnostics/Radiology, Lab Orders, Referrals ( NextGen® Adaptive Content Engine) . After an image is linked to a NextGen® Adaptive Content Engine order, what status does your practice want to display in NextGen® Enterprise EHR? For example, should the order status be Completed or Result Received? Parent topic: Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences

NextGen® Enterprise EHR Help

Set Up Document Linking Practice Preferences

To link DM images to orders functions in DM and PAQ, your practice must first set up the appropriate order type filter preferences. To select the default order preferences that the system displays in DM and the PAQ for document linking, do the following: Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. In the Orders / Results Linking section, select the default order type to display when selecting orders to link to a scanned document. If your practice receives the majority of radiology test results as scanned documents, select Diagnostics/Radiology as the Default View. In the Order Type and Default Source section, select the Default Source for each Order Type. If your practice places the majority of your Radiology orders in NextGen® Adaptive Content Engine, select Adaptive Content Engine (as the source). If Lab Orders are placed in or processed to the Order module, select the Orders Module as the source for that order type

NextGen® Enterprise EHR Help

Set Up the Order Type and Source View for DM and the PAQ in File Maintenance

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. In the Orders / Results Linking section, select Diagnostics/Radiology as the default view. In the Order Type and Default Source section, select the following options: Diagnostics/Radiology: Orders Module Lab Orders: Orders Module Referrals: NextGen® Adaptive Content Engine Templates In the Adaptive Content Engine Order Status Update Upon Sign-off section, select the following options: Diagnostics: Result Received Lab Orders: Result Received Referrals: Completed Note: When linking a scanned document for a NextGen® Adaptive Content Engine order, the system updates the order status based on the selections the uses makes in the Adaptive Content Engine Order Status Update Upon Sign-off section. To save your changes, select OK. Best Practices for Setting Up Order Preferences for DM Images for NextGen Adaptive Content Engine Templates Parent topic: Setting Up the Link Document Mana

NextGen® Enterprise EHR Help

Sign off Orders in the PAQ

To view and sign off DM images, access PAQ. Select a DM image associated with a patient. To display the Orders Document Link and Unlink section, select the Orders Module button on the PAQ panel. The system displays the order types and tests based on the order preferences selected in File Maintenance (that is, Order Type and Source). If necessary, you can unlink orders. For example, if a different DM image needs to be linked to an order. Note: You can only unlink an image that has been linked to an order processed in the Orders module If necessary, link an image, by selecting Link or Complete (for NextGen® Adaptive Content Engine results). Add any comments, if needed, and perform Sign off for the selected DM Image. The system updates the status of the order or result, as appropriate. For Lab tests processed in the Orders module, the system updates the order status from Ordered to Assigned when the DM image is linked to a test. (The provider will then see the Assigned order in the PAQ fo

NextGen® Enterprise EHR Help

Scan and Link an Image in DM

Open NextGen® Document Management. Access a document or image using Scan & File or Batches. Select a Document type. Note: The selected Document Type must have the Potential Order Resultcheck box selected in File Maintenance. Select a patient. The open orders (that is, not Signed off or Completed) display. The default Order/Result Linking preferences you selected in File Maintenance appear. Note: In this example, the practice has set up their default view to display Labs and the Order module as the default source. However, for another document type, for example a Radiology image, the user can select the appropriate display options on the Link tab. Select a test order from either the default view or by selecting another order type or order source. If necessary, you can unlink an image from an order. For example, if a different DM image needs to be linked to an order. Note: You can only unlink an image that has been linked to an order processed in the Orders module. To link the image to a

Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences

Recommendations

Linking DM Images to Orders

DM Image Linking and Order Status Update Pre-Setup Considerations

Set Up Document Linking Practice Preferences

Set Up the Order Type and Source View for DM and the PAQ in File Maintenance

Sign off Orders in the PAQ

Scan and Link an Image in DM

Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences

Linking DM Images to Orders

DM Image Linking and Order Status Update Pre-Setup Considerations

Set Up Document Linking Practice Preferences

Set Up the Order Type and Source View for DM and the PAQ in File Maintenance

Sign off Orders in the PAQ

Scan and Link an Image in DM