View or Update Exported Documents

NextGen® Enterprise EHR Help

View the Search History

To view the history of your searches in the Data Share module, you can open the Search History pane on the Home tab. You can perform the following actions for the Search History pane. To control the relative sizes of the Search History and Export History panes, select the collapse Collapse Pane or expand icon in either pane. To control the maximum number of items displayed on each page or to move to previous or later pages, use the icons at the bottom of the Search History pane. Page Controls To refresh the data in the Search History pane, select the refresh Refresh icon at the bottom of the pane. To view the results of an existing search, select the date and time in the Search Date column.The search results pane opens on the right. You can perform the same actions there as if you had just initiated a search from the Search tab. For example, you can preview and import documents that were returned by the search, or you can close the results pane by clicking Close. To initiate a new sear

NextGen® Enterprise EHR Help

Open the CDA Viewer During a Data Share Module Export

In the NextGen® Enterprise EHR Data Share module, you can open the CDA Viewer to preview a document during an export. For more information, go to NextGen Healthcare Success Community, and download the Data Share Module User Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the quick buttons panel, select Data Share icon.The Data Share tab opens in the main pane. Do one of the following: To export most Continuity of Care Documents (CCDs) or C-CDA documents, select the Export tab. To export a public health case report, select Send Public Health Case Report near the top of the Data Share pane. To update a document, select Create Addendum or Create Replacement while viewing a previously exported item on the Home pane. The Export tab opens. Depending on how you opened it, specific options may be preselected. Export Tab of Data Share Module From Destination, select Export to File, NextGen Share, NextGen PxP Portal, or an ex

NextGen® Enterprise EHR Help

Open the CDA Viewer from the Data Share Module Search History

In the NextGen® Enterprise EHR Data Share module, you can open the CDA Viewer to view any document in the search history. For more information, go to NextGen Healthcare Success Community, and download the Data Share Module User Guide forNextGen®Enterprise EHR. In the Data Share pane, select the Home tab. In the Search History pane, in the Search Date column, select one of the date/time links. Search History The Data Share module displays a list of documents that were imported at the specified date and time. Select the title of one of the imported documents. Imported Documents The CDA Viewer opens in the Data Share pane and displays the document. Parent topic: Open CDA Viewer from the Data Share Module

NextGen® Enterprise EHR Help

Select and Import Documents

You can view the documents identified by a search and select which ones to import. In the Completed pane, select the Search Date value for an entry. Search Date A document list pane opens on the right. The title bar of the pane begins with the name of the endpoint that was queried. Document List Pane To hide previously imported documents, select Only Display New Documents and Documents Ready To Be Imported. For health information exchange (HIE) endpoints, this option filters out documents that were imported previously. For Carequality, this option also filters out documents that are downloading in the background and are not yet ready for import. To view child documents nested under parent documents, select Document Relationship View. To view any single document, select the entry in the Title column. The document opens in CDA Viewer. For information about the actions you can perform on the document, visit NextGen Healthcare Success Community, and download the CDA Viewer User Guide forNe

NextGen® Enterprise EHR Help

Open the CDA Viewer During a Data Share Module Import

In the Data Share module, you can open the CDA Viewer to view a document after an import. For more information, go to NextGen Healthcare Success Community, and download the Data Share Module User Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and load a patient. On the quick buttons panel, select Data Share icon. In the Data Share pane, select the Search tab. Expand the Endpoints list, and select all the endpoints that you want to search. Select Initiate Search. In the Completed pane, select an entry in the Search Date column. Search Date on the Search Tab A document list pane opens on the right. Document List Pane To view any single document, select the value in the Title column. The document opens in the CDA Viewer. Document Preview During Import Parent topic: Open CDA Viewer from the Data Share Module

NextGen® Enterprise EHR Help

Enter Additional Export Information

You can specify several options for document exports in the Additional Export Information pane on the Export tab. Additional Export Information For Document Type, select the document type: CCD, Care Plan, or Referral Note. Depending on the selected destination, some of these document types may not be listed. For Confidentiality, select one of the available values. You can change the list of available values for this option by editing the XDS Confidentiality master list in File Maintenance. For more information, go to NextGen Healthcare Success Community, and download the File Maintenance Master Lists Guide forNextGen®Enterprise. The confidentiality code selected here is the XDS confidentiality code, which is stored in the metadata for the document. This XDS confidentiality code is different from the confidentiality code mentioned in the C-CDA header section. The Rosetta agent option Export > Document Level Confidentiality Code controls the confidentiality code in the C-CDA header. To m

View or Update Exported Documents

Recommendations

View the Search History

Open the CDA Viewer During a Data Share Module Export

Open the CDA Viewer from the Data Share Module Search History

Select and Import Documents

Open the CDA Viewer During a Data Share Module Import

Enter Additional Export Information

View the Search History

Open the CDA Viewer During a Data Share Module Export

Open the CDA Viewer from the Data Share Module Search History

Select and Import Documents

Open the CDA Viewer During a Data Share Module Import

Enter Additional Export Information