Setup User-defined Document Folder

NextGen® Enterprise EHR Help

Update Documents in Folders

You can select commands from a right-click menu in the Document List section of the Organize document folders window to: Unlock a document. Refresh one or more documents. Rename a document. Link one or more documents to a folder. Remove one or more document links to a folder. Delete one or more documents from the database. Note: You cannot delete the Document Folders, Template Sets or All Documents folders or remove document links to the latter two. To quickly find a document in the Document List section, select the list of documents, and start typing the document name. The first document that begins with those characters is highlighted. If necessary, scroll down to find the document you want. To unlock a document, do one of the following: In the Document List section, right-click the document, and select Unlock. In the Selected Document section, select the lock icon. To refresh one or more documents, in the Document List section, select one or more documents. Select <Shift> to select

NextGen® Enterprise EHR Help

Setup User-defined Document Folder

You can select commands from a right-click menu in the Folders section of the Organize document folders window to do the following actions: Create a folder under Document Folders or an existing user-defined folder. Rename an existing user-defined folder. Delete an existing user-defined folder. Note: You cannot create folders under the Template Sets or All Documents folders. You cannot delete the Document Folders, Template Sets or All Documents folders. To create a document folder, in the Folders section, right-click the folder that you want to place the new folder under, and select New. A new folder icon appears with the default name New Folder 1. Select the name box, and enter a new name for the folder. Select outside the name box or select <Enter> to save the name. To rename a document folder, in the Folders section, right-click the folder, and select Rename. The name box is opened for editing. Enter a new name for the folder. Select outside the name box or select <Enter> to save the

NextGen® Enterprise EHR Help

Organize Document Folder

To find documents more easily, you can define your own document folders and link documents to them using the Organize document folders window. You cannot delete or change system-supplied folders. Select the Organize icon in the Generate Document window. The Organize document folders window opens with Folders, Document List, and Selected Document sections similar to those in the Generate Document window. Right-click menus enable you to configure document folders, add or remove document links to a selected folder, or completely delete a document. You can also unlock, rename and refresh documents. CAUTION: Changes made in the Organize document folders window are not displayed when you close the window. To view all the changes applied, you must reopen the Documents module in NextGen® Enterprise EHR. Setup User-defined Document Folder Update Documents in Folders Parent topic: Patient Document Generation

NextGen® Enterprise EHR Help

Update Documents in Folders

You can select commands from a right-click menu in the Document List section of the Organize document folders window to: Unlock a document. Refresh one or more documents. Rename a document. Link one or more documents to a folder. Remove one or more document links to a folder. Delete one or more documents from the database. Note: You cannot delete the Document Folders, Template Sets or All Documents folders or remove document links to the latter two. To quickly find a document in the Document List section, select the list of documents, and start typing the document name. The first document that begins with those characters is highlighted. If necessary, scroll down to find the document you want. To unlock a document, do one of the following: In the Document List section, right-click the document, and select Unlock. In the Selected Document section, select the lock icon. To refresh one or more documents, in the Document List section, select one or more documents. Select <Shift> to select

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Edit a Template Set

In the Template Sets window, from the Template Sets list, select the set you want to edit. Do the following edits as per your requirement: To add one or more templates, in the Available window, select the templates you want to add to the set, and then select Move Right. To delete one or more templates, in the Assigned window, select the templates you want to delete from the set, and then select Move Left. To edit the name of the template set, select Edit to display the Edit Template Set window, enter the new name for the set, and then select OK. Select Save. Parent topic: Template Sets

NextGen® Enterprise EHR Template Editor Help 8

Edit a Template Set

In the Template Sets window, from the Template Sets list, select the set you want to edit. Do the following edits as per your requirement: To add one or more templates, in the Available window, select the templates you want to add to the set, and then select Move Right. To delete one or more templates, in the Assigned window, select the templates you want to delete from the set, and then select Move Left. To edit the name of the template set, select Edit to display the Edit Template Set window, enter the new name for the set, and then select OK. Select Save. Parent topic: Template Sets

Setup User-defined Document Folder

Recommendations

Update Documents in Folders

Setup User-defined Document Folder

Organize Document Folder

Update Documents in Folders

Edit a Template Set

Edit a Template Set

Setup User-defined Document Folder

Update Documents in Folders

Setup User-defined Document Folder

Organize Document Folder

Update Documents in Folders

Edit a Template Set

Edit a Template Set