Category Filters

NextGen® Enterprise EHR Help

Category Filters

You can find, view, and manage documents and images by using category filters on the Categories tab. You can select or set the predefined filters using any of the following criteria: Time Frame, SINCE, DATE RANGE, and Other sections. In the Categories tab, the default filter in the Filter By settings window is set to All. You can change the default filters to view documents and images based on your requirement. You can switch between the patients along with the applied filters. Note: Only categories with existing documents and images appear when a filter is applied for the selected patient. Set Filters to View Documents and Images You can set the category filters to view documents and images based on your preferences on the Categories tab. Parent topic: Categories Related tasks Set Filters to View Documents and Images

NextGen® Enterprise EHR Help

Set Filters to View Documents and Images

In the Categories tab, Filter settings window, you can set the predefined filters to view your preferred documents and images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select Filter.The filter settings window opens. Note: The Time Frame section is set to All option by default. Set the required filters from the following options. To view documents and images for a specific time interval; under the LAST NUMBER OF DAYS section, select the appropriate option to specify the number of days that you want to view the documents and images for. Under SINCE section, do one of the following: To view documents and images related to the current location of the patient, select the Last visit to current location option. To view documents and images related to the current provider for the patient, select the Last visit with provider option. Note: When you select Last Visit to Current Location or Last Visit with Provider, other filter

NextGen® Enterprise EHR Help

Set Filters to View Documents and Images

In the Categories tab, Filter By settings window, you can set the predefined filters to view your preferred documents and images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. Select Filter By.The filter settings window opens. Note: The Time Frame section is set to All option by default. Set the required filters from the following options. To view documents and images for a specific time interval; under the LAST NUMBER OF DAYS section, select the appropriate option to specify the number of days that you want to view the documents and images for. Under SINCE section, do one of the following: To view documents and images related to the current location of the patient, select the Last visit to current location option. To view documents and images related to the current provider for the patient, select the Last visit with provider option. Note: When you select Last Visit to Current Location or Last Visit with Provider, other f

NextGen® Mobile Help

Filter the Document and Images List

You can filter the document list on the Patient Chart window, the Select Documents window, and the Share All Documents window. You can view the documents either in a chronological list or grouped by category. You can also filter the list to include or exclude NextGen® Mobile dictation or NextGen® Enterprise EHR items. Open NextGen® Mobile. Open the Patient Chart window. Select Docs & Images. Select Filter. The filter menu appears. Filter Menu To view the documents in chronological order, select List. To view the documents grouped by categories, select Category. The categories are listed alphabetically depending on the categories defined in NextGen® Enterprise EHR. To view NextGen® Mobile dictations in the list, turn on NextGen Mobile Dictations. Only the dictations that have completed editing appear in the list. To view NextGen® Enterprise EHR documents and images in the list, turn on NextGen Docs/Images. Parent topic: View Documents and Images

NextGen® Enterprise EHR Help

List View of the Categories

The List View of the Categories tab displays a list of documents, files, or images without category grouping for the selected patient. The list of documents, files, or images is displayed with the document Type icon, Name, and Date. When you hover over a document, file, or image, the button and tooltip appear displaying the document name and corresponding categories associated with that document. When you select the button on a document, file, or image, a list of menu options appear as per the document type. When you select a patient who doesn’t have any documents or images, a message appears stating that no records are found for the patient. Sort the Documents and Images in the List View You can sort the documents, files, and images in the List View. Parent topic: Select the Category View Related reference Options Available for Patient Chart Items

NextGen® Enterprise EHR Help

List View of the Categories

The List View of the Categories tab displays a list of documents, files, or images without category grouping for the selected patient. The list of documents, files, or images is displayed with the document Type icon, Name, and Date. When you hover over a document, file, or image, the button and tooltip appear displaying the document name and corresponding categories associated with that document. When you select the button on a document, file, or image, a list of menu options appear as per the document type. When you select a patient who doesn’t have any documents or images, a message appears stating that no records are found for the patient. Sort the Documents and Images in the List View You can sort the documents, files, and images in the List View. Parent topic: Select the Category View See also Options Available for Patient Chart Items

Category Filters

Recommendations

Category Filters

Set Filters to View Documents and Images

Set Filters to View Documents and Images

Filter the Document and Images List

List View of the Categories

List View of the Categories

Category Filters

Category Filters

Set Filters to View Documents and Images

Set Filters to View Documents and Images

Filter the Document and Images List

List View of the Categories

List View of the Categories