View Document Information

NextGen® Enterprise EHR Help

View Existing Patient Documents

You can view the existing patient documents on the Encounter History or the Categories tab. Open NextGen® Enterprise EHR. Open a patient from the Patient Lookup window. Select the appropriate encounter on the Encounter History tab and select the icon. The Encounter Details window opens. The icon to the left indicates the signoff status. If you do not see the document icon, select button on the Encounter History or the Categories tab. Select the document link to open the document in the designated viewer. Note: If the system detects a possible mismatched file format, it attempts to determine the actual format of the document and load it. If the document does not display properly, you can change the file format in the database to match the format in which the document has opened, or you can select a different document viewer. To close the document, select File and select Close. Fix Mismatched File Format Parent topic: Patient Documents Related tasks Fix Mismatched File Format Signoff Pat

NextGen® Enterprise EHR Help

Generate a Document

Before you begin Each NextGen® Enterprise EHR document requires user rights and permissions to generate, view, and work with the document. In NextGen® Enterprise EHR, you can generate, view and work with the documents. Select the patient encounter, that you want to generate a document. To open the Documents module, do one of the following: Select the Documents icon on the Top Toolbar. On the main menu, select File > New > Document. The Generate Document window opens displaying the available documents that are in the Document Folders by default. If the document is in a different folder, select the specific folder or All Documents in the Organize documents section. Note: On the Organize document folders window, if necessary, you can reassign the document to a different folder by dragging and dropping the selected document, or you can delete the document from that folder. All documents in the selected folder are displayed. To find a document, do one of the following: Select in the list of

NextGen® Enterprise EHR Help

View Patient Document Properties

You can view document and encounter information, file properties, and user permissions for a selected patient document on the Encounters or Categories tab. For more information on properties of documents signed off by multiple users, go to NextGen Healthcare Success Community, and download the latest Multi-user Document Signoff Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To view the properties of a document, do one of the following: Select the Encounter History tab, Select a patient encounter, that contains the document, and select the button to open the Encounter Details window. Select the item to view the properties, and select the button. Popup Menu for a Document Select the Categories tab, To view a category item, 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 expa

NextGen® Enterprise EHR Help

View a Document with a URL Link

In Encounter History tab, you can view documents or images using a URL link. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select an encounter that has a document with a URL link, and select the button. The Encounter Details window opens. Select the document you want to view. The document opens. Parent topic: Documents, Images, and Urls Tab

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® Enterprise EHR Help

Select Encounters to Search

You can select a specific encounter date or an encounter date range to include in the 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 the Hide/Show Filters icon.The Look in: filters section opens within the Search Documents window. To select an encounter range, do one of the following: Select a predefined time period from the encounter date list. Select The selected dates from the list, and then select the start and end dates from the list. The Enc Date check box is automatically selected. Parent topic: Search Patient Documents

View Document Information

Recommendations

View Existing Patient Documents

Generate a Document

View Patient Document Properties

View a Document with a URL Link

Select Documents Search

Select Encounters to Search

View Existing Patient Documents

Generate a Document

View Patient Document Properties

View a Document with a URL Link

Select Documents Search

Select Encounters to Search