Before you begin
You must have the necessary user rights to add a document to a category.
You can categorize your documents in NextGen® Enterprise EHR. When you are adding a document initially to an encounter, you can add it to certain categories. If you are adding a document with an existing document name for the encounter, you can not assign, change, or add the document to the categories.
- Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window.
- To open the Documents module, do one of the following:
- On the Top Toolbar, select the Documents icon.
- On the main menu, select .
The Generate Document window opens displaying the available documents.
- On the Generate Document window, do the following:
- Select the Categories option.
The
Categories pane opens within the
Generate Document window.
- Select a document to add it to a category.
- In the Categories section, select a required category check box to add the document.
- Select the Generate.
The document opens.
Note: You can modify the document before saving it.
- On the Top Toolbar, select Save.
The document is added to the selected category.
Note: For more information on generating documents, go to
NextGen Healthcare Success Community, and download the latest
Documents (High Edit Control) Guide for NextGen® Enterprise EHR , and the
Documents (TX Text Control) Guide for NextGen® Enterprise EHR.
