Unlink a NextGen® Document Management Image from an Open Order

NextGen® Enterprise EHR Help

Link a NextGen® Document Management Image to an Open Order

In the Provider Approval Queue tab, you can link NextGen® Document Management images to open orders in the Orders module and NextGen® Adaptive Content Engine to provide a consistent status for orders and their associated results. After you link the NextGen® Document Management image to the open order, its status updates to Assigned in the Orders module. In the Order Management template in the NextGen® Adaptive Content Engine, the status is either Completed or Result Received, based on the settings in File Maintenance Practice Preferences. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select a NextGen® Document Management image from the list. A preview of the item is displayed in the viewing pane. Select the Orders module . Link and Unlink tabs open. If the NextGen® Document Management image is not linked to any open order, the Link tab is selected by default. If the image is already linked to an open order, the Unlink tab is selected by default.

NextGen® Enterprise EHR Help

PAQ Items Linked to Lab or Radiology Orders

The PAQ contain documents and images that are linked to lab or radiology orders as results. These items are linked from the Document Management module or the Orders module. You can also link Document Management images to orders from the PAQ. PAQ signoff comments for the linked documents and images are copied to the Orders module. Link a NextGen Document Management Image to an Open Order Procedure to link a NextGen® Document Management image to an open order. Unlink a NextGen Document Management Image from an Open Order Procedure to Unlink a NextGen® Document Management Image from an Open Order. Copying Signoff Comments from PAQ to Linked Orders You can turn on the Copy Signoff Comments preferences to copy signoff comments to linked orders. Parent topic: PAQ Items

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

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

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

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

Users currently have the ability to link DM scanned images to order tests in the Orders module. Starting with NextGen® Enterprise version 5.8.3, for a more efficient workflow, practices can set up order type filter preferences in File Maintenance to more easily select the orders to link images in PAQ and NextGen® Document Management. By linking these images, when providers sign-off on the test order, the system updates the order status. Users can view the updated status for the order on the Orders Summary tab, as well as the linked image. For practices that use NextGen® Adaptive Content Engine for order processing, users can link a document image to a NextGen® Adaptive Content Engine order in either NextGen® Document Management or PAQ, for example a Referral order. Once a NextGen® Adaptive Content Engine order is linked (or associated) with an image, the system updates the order status. You can view the updated order status on the NextGen® Adaptive Content Engine Order Management templ

Unlink a NextGen® Document Management Image from an Open Order

Recommendations

Link a NextGen® Document Management Image to an Open Order

PAQ Items Linked to Lab or Radiology Orders

Sign off Orders in the PAQ

Set Up Document Linking Practice Preferences

Linking DM Images to Orders

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

Link a NextGen® Document Management Image to an Open Order

PAQ Items Linked to Lab or Radiology Orders

Sign off Orders in the PAQ

Set Up Document Linking Practice Preferences

Linking DM Images to Orders

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