Sort the Documents and Images in the List View

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

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

Help Guide for NextGen® Enterprise PM 8

Sort the Appointment Lookup Results

In the Appointment List section of the Appointment Lookup window, the appointments are sorted using the Date/Time column in ascending order by default. To change the sort, select any column header. An up arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in ascending order. To sort the appointments using the same column in descending order, select the column header again. A down arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in descending order. Note: After you close the Appointment Lookup window and open it again, the appointments are sorted using the Date/Time column in ascending order by default. Parent topic: Search from the Appointment Lookup Window

NextGen® Document Management User Guide,

Display Image Scanned Dates in Search Results

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Search Options section, select Use Scanned Date in search results, and then select OK. To open the Image Lookup window, on the toolbar, select Search. Enter the search criteria, and then select Find. In Matching Records, select and open a record. The Search Results window displays the matching records. The first column displays the scanned dates in descending order. Search results window displaying the scanned dates Note: You can select the date or checkbox of a date to view the category and document type. The enterprise preferences determine whether the category type appears in the search results. Parent topic: Configure Your NextGen Document Management User Preferences

NextGen® Enterprise EHR Help

Tree View of the Categories

The Tree view of the Categories tab displays the documents in different categories along with the number of documents that exist in that category for the selected patient. If you expand the categories, the categories appear in a tree view displaying the category name, the icon for the document type, the name of the template, document, or image assigned to that category followed by the date, and time. Each document must be associated with at least one category. One document may be associated with one or multiple categories. When you hover over any category button, the Category Options tooltip appears. When you select the Category Options button on a category, a list of menu options appear to expand and collapse all the listed categories. When you hover over any category item button, the Document Options tooltip appears. When you select the Document Options button on a category item, a list of menu options appear as per the document type. Select Category Expansion Options in Tree View Yo

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

Sort the Documents and Images in the List View

Recommendations

List View of the Categories

Category Filters

Sort the Appointment Lookup Results

Display Image Scanned Dates in Search Results

Tree View of the Categories

Search for Images and Documents

List View of the Categories

Category Filters

Sort the Appointment Lookup Results

Display Image Scanned Dates in Search Results

Tree View of the Categories

Search for Images and Documents