View Existing Patient Documents

NextGen® Enterprise EHR Help

Encounter History/Categories Document Menu

You can select a patient document on the Encounter History or Categories tab to display the document menu with the following commands: Command Description Provider Signoff Details Displays the current signoff status, rendering provider, provider reassignment (if applicable), and comments for a patient document. Send to Patient Portal Opens the Patient Portal Document Export window to export a document, image, or SAP® Crystal Reports® to NextGen® PxP Portal for patients enrolled in NextGen® PxP Portal. Note: If the document is sent to NextGen® PxP Portal, the icon appears next to the document icon. Patient Portal History Details Displays the audit trail of a document that is sent to NextGen® PxP Portal. Recategorize Opens the Recategorize this item window. Properties Displays the document and encounter information, file properties, and user permissions for a selected patient document. Parent topic: Patient Documents See also View Document Information Signoff Patient Document

NextGen® Enterprise EHR Help

View Document Information

You can view document and encounter information, file properties, and user permissions for a selected patient document on the Encounter History or Categories tab. 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 Encounters 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 expand the selected category, select . Select a document to view properties, and select the document options button. Categories Tab with Document Options Button Select Properties. The Document Information windo

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

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

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

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 for NextGen® 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 Encounters 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 expand t

View Existing Patient Documents

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Encounter History/Categories Document Menu

View Document Information

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View Existing Patient Documents

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View Patient Document Properties

View Existing Patient Documents

Encounter History/Categories Document Menu

View Document Information

Signoff Patient Document

View Existing Patient Documents

View Patient Document Properties

View Patient Document Properties