NextGen Knowledge Center

View HIE Document Category Items

Before you begin

To display the HIE documents on the Categories tab, you must configure the Sent HIE Document Category option in the StoreHIEDocuments Rosetta agent.
In NextGen® Enterprise EHR Categories tab, you can view the imported, and exported Health Information Exchange (HIE) document categories in the My Categories tab based on user-level configuration.
  1. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window.
  2. Select the Categories tab.
  3. Select .
    The My Patient History Settings window opens.
  4. Under the My Patient History Settings | Categories section, select Select Categories.
    A window opens displaying a list of available categories.

  5. To display the imported HIE documents, select HIE Documents category from the list.
  6. To display the exported HIE documents, select HIE Documents (Sent) category from the list.
  7. To display the HIE consent documents, select HIE Consent category from the list.
  8. Select Apply.
  9. Select Tree View from the list, and select My Categories tab.
    The selected HIE document categories are displayed in the My Categories tab.