Store Report PDFs on Categories Tab

NextGen® Enterprise EHR Help

Send Equipment Report PDFs to NextGen® PxP Portal

For patients enrolled in NextGen® PxP Portal, you can send equipment report PDFs to the portal from a patient's chart on the Encounter History tab. Perform a patient lookup. Select a patient who is enrolled in NextGen® PxP Portal. A list of the patient's encounters displays on the Encounter History tab. Locate the Encounter that contains the equipment report PDF you want to export. Select the encounter and select the button. Select the item you want to export, and select the button. Select the Send to Patient Portal. The Patient Portal Document Export window appears. Perform any one of the following: In the Comment box, enter your comments, using up to a maximum of 1,000 characters. Insert a standard response from the Standard Responses pane, and either drag it into the Comment box or double-click it. If required, you can edit the response or right-click in the right pane to insert practice or person/patient information (for example, the name or address field). Note: Standard responses

NextGen® Enterprise EHR Help

Delete an Equipment Report PDF from an Encounter

When an equipment report is deleted, the PDF report that is attached to the patient's encounter is also deleted. However, if you attempt to delete the report approximately five minutes after it was generated, the PDF report is retained to ensure that important clinical information is not lost. Open NextGen® Enterprise EHR. Select a patient. (For more information on selecting a patient, see the NextGen®Enterprise EHR Help.) On the Encounter History tab, expand the encounter containing the equipment report that you want to delete (for example, a Midmark Spirometry Report). The selected report appears. From the Edit menu, select Delete. Note: If you attempt to delete the report approximately five minutes after it was generated, the PDF report is retained and the Delete button becomes inactive. Parent topic: Attaching Equipment Report PDFs

NextGen® Enterprise EHR Help

Store Report PDFs on Categories Tab

If equipment report PDFs are saved to encounters, you can arrange for the reports to also appear in selected categories on the Categories tab. In the Integrated Equipment module, select the settings icon. In the Settings window, select one or more categories, and select Save. Settings Window Note: If you do not select any categories or if you clear all previously selected categories, then equipment reports PDFs are no longer saved to the Categories tab. However, the PDFs are still saved to the encounters on the Encounter History tab. After equipment report PDFs are appeared in categories, you can always move them to different categories by clicking document options on each report and selecting Recategorize. For more information, go to NextGen Healthcare Success Community, and download the Layout and Preferences Guide for NextGen® Enterprise EHR. Parent topic: Attaching Equipment Report PDFs See also Configure Universal Preferences for IEM Reports

NextGen® Enterprise EHR Help

Attaching Equipment Report PDFs

You can configure the NextGen Enterprise EHR Equipment Reports module to automatically attach a Midmark, Hillrom Welch Allyn, or Hillrom HeartCentrix (former Cardiac Science) report in PDF format to a patient encounter when the equipment report is acquired or modified, therefore keeping the report PDF in-sync with the equipment report. You can control this feature with the Equipment > Store PDF Report on Equipment Report Modify option in System Administrator Universal Preferences. Equipment report PDFs can be saved only for Hillrom™ HeartCentrix® (former Cardiac Science), Hillrom™ Welch Allyn® , and Midmark equipment reports. PDFs cannot be saved for GE® CardioSoft equipment reports. Optionally, you can configure the Integrated Equipment module to also save equipment report PDFs in categories on the Categories tab. You can fax equipment report PDFs, send equipment report PDFs to NextGen® PxP Portal, and delete report PDFs from patient encounters. Note: To generate equipment reports in

NextGen® Enterprise EHR Help

Attaching Equipment Report PDFs

You can configure the NextGen Enterprise EHR Equipment Reports module to automatically attach a Midmark, Hillrom Welch Allyn, or Hillrom HeartCentrix (former Cardiac Science) report in PDF format to a patient encounter when the equipment report is acquired or modified, therefore keeping the report PDF in-sync with the equipment report. You can control this feature with the Equipment > Store PDF Report on Equipment Report Modify option in System Administrator Universal Preferences. Equipment report PDFs can be saved only for Hillrom™ HeartCentrix® (former Cardiac Science), Hillrom™ Welch Allyn® , and Midmark equipment reports. PDFs cannot be saved for GE® CardioSoft equipment reports. Optionally, you can configure the Integrated Equipment module to also save equipment report PDFs in categories on the Categories tab. You can fax equipment report PDFs, send equipment report PDFs to NextGen® PxP Portal, and delete report PDFs from patient encounters. Note: To generate equipment reports in

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

Store Report PDFs on Categories Tab

Recommendations

Send Equipment Report PDFs to NextGen® PxP Portal

Delete an Equipment Report PDF from an Encounter

Store Report PDFs on Categories Tab

Attaching Equipment Report PDFs

Attaching Equipment Report PDFs

Add a Document to a Category

Store Report PDFs on Categories Tab

Send Equipment Report PDFs to NextGen® PxP Portal

Delete an Equipment Report PDF from an Encounter

Store Report PDFs on Categories Tab

Attaching Equipment Report PDFs

Attaching Equipment Report PDFs

Add a Document to a Category