View the Document Status Indicator

NextGen® Enterprise EHR Help

Tracking Multi-user Document Signoff

When multi-user document signoff is in effect, you can view document and signee status from the following: Document status indicator on the Encounter History or Categories tab. Document properties. Accept button on the document. Electronic signatures on the document. View the Document Status Indicator You can view the document status indicator in the Encounter History or Categories tab. View Properties for a Multi-user Signoff Document Accept Button on Multi-user Signoff Documents Viewing Electronic Signatures on a Multi-User Signoff Document Parent topic: PAQ Document Signoff by Multiple Providers

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

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

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

NextGen® PxP Portal Enrollment Status Icon

The enrollment status icon indicates the current enrollment status of the patient in NextGen® Enterprise EHR. The icon appears only if the practice uses NextGen® PxP Portal. If the patient is not enrolled, you can select to send an enrollment invitation email to the patient. The patient enrollment icon on the Workflow window is disabled if the NextGen® PxP Portal license has expired. For more information on various enrollment status icons, go to NextGen Healthcare Success Community, and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Viewing Patient's NextGen® PxP Portal Enrollment Status

If the practice is part of NextGen® PxP Portal, you can view the patient's NextGen® PxP Portal enrollment status on the Patient Information Card (PIC). If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email. Note: The patient enrollment status indicator is available only when the NextGen® PxP Portal license is active. For more information, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. The following are the patient's enrollment status indicators. Indicator Tooltip Description Not enrolled in Patient Portal Declined enrollment in Patient Portal Patient Portal enrollment pending Patient Portal deactivated Patient Portal account deleted Patient Portal temporarily unavailable Completed Enrollment Note: Also displays the patient's last login date and time. Enroll a Patient in NextGen PxP Portal You can send a NextGen® PxP Portal enrollment invitation email to the pati

View the Document Status Indicator

Recommendations

Tracking Multi-user Document Signoff

View Existing Patient Documents

Sign off a Multi-user Document

View Patient Document Properties

NextGen® PxP Portal Enrollment Status Icon

Viewing Patient's NextGen® PxP Portal Enrollment Status

Tracking Multi-user Document Signoff

View Existing Patient Documents

Sign off a Multi-user Document

View Patient Document Properties

NextGen® PxP Portal Enrollment Status Icon

Viewing Patient's NextGen® PxP Portal Enrollment Status