Filter the Document and Images List

NextGen® Mobile Help

Share Documents and Images

Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Select Share. The Select Documents view opens. Select Documents View Send appears when you select documents. The number of documents selected is also displayed. Select the document. The selected document is highlighted. If only one document exists, the document opens. To share the documents, select Send. To share a document you have opened, you can select , and then select Share Document. The Select Contact(s) view opens. Select contacts. You can enter the contact name to filter the contact list. The selected contacts appear in the To field. Select Create. A secure message is created and sent to your selected recipients with the attached documents. Parent topic: View Documents and Images

NextGen® Mobile Help

Scan Documents

Before you begin Your clinic is integrated with NextGen® Enterprise EHR. You have set your NextGen default provider and location in NextGen® Mobile. Your dictator profile is linked to your NextGen® Enterprise credentials in NextGen® Mobile Cloud Portal. Your linked NextGen® Enterprise account has scanning access rights turned on in System Administrator. Your linked NextGen® Enterprise account belongs to a security group that is assigned the appropriate document types. You can scan up to ten pages per document and assign them to a predefined document type. When you save your scan, the document is saved in PDF format and uploaded to the patient's chart. Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Select Scan. The scan document view opens. Scan Document View The camera automatically detects the outline of the image and focuses the camera lens to sharpen the image quality. By default, the camera opens in the automatic shutter mo

NextGen® Mobile Help

View Documents and Images

The Docs & Images tab on the Patient Chart view displays a chronological list of documents, images, SAP® Crystal Reports® from NextGen® Enterprise EHR and previous dictations from the patient's chart. Each entry shows the title, description (if any), and the date the entry is added. Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Docs & Images View To search for a document or image, enter a search string in Search. To open a file, select the file. You can view your documents and images in landscape mode by rotating your device horizontally. Note: You must turn off Portrait Orientation Lock in your device. The selected file opens for your review. Document View You can view additional pages by swiping up or down and zoom the pages. Note: For NextGen® Enterprise clinic users, the word Sensitive appears in the cell for documents linked to sensitive encounters. Filter the Document and Images List You can filter the documents and imag

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® Enterprise EHR Help

Select Documents Search

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounter History or Categories tab. Select .The Search Documents window opens. Select Hide/Show Filters icon.The Look in: filters section opens within the Search Documents window. To use any previously searched document, select a document from the Documents list. To select other documents to search, select the Ellipsis button next to the Documents list.The Select Documents window opens displaying a list of available documents for the patient. Under Available Documents, select a document to include in the search, and then select the double-right arrows to move them under Selected Documents section. To select multiple adjacent documents at a time, select and hold the <SHIFT> key while selecting each document. To select multiple non-adjacent documents, select and hold the <CTRL> key as you select each document. To remove any selected documents, select the documents under Selected Documents, and

NextGen® Enterprise EHR Help

Recategorize the Category Items

On the Categories tab, you can recategorize the documents, images, and files. You can add a selected document, image, or file to one or multiple categories, or you can remove it from the category. Note: You cannot recategorize the NextGen® Document Management images. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Categories tab. To view a document, image, or file, 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, image, or file to recategorize, and select document options .The document options appear. Select Recategorize.The Recategorize this item window opens displaying the list of available categories. On the Recategorize this item window, do one of the following: To add the selected document, image, or file to a new category, select th

Filter the Document and Images List

Recommendations

Share Documents and Images

Scan Documents

View Documents and Images

Set Filters to View Documents and Images

Select Documents Search

Recategorize the Category Items

Share Documents and Images

Scan Documents

View Documents and Images

Set Filters to View Documents and Images

Select Documents Search

Recategorize the Category Items