Scan Documents

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® 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® Mobile Help

Capture the Document Images

Open NextGen® Mobile. In the Patient Chart view, select Docs & Images. Select Scan. The scan document window opens. Scan Document View If your camera is in manual shutter mode, select or select one of the device volume buttons. If your camera is in automatic shutter mode, your device automatically captures the image when it is ready. The document image is captured and displayed. You can drag the borders and capture the desired area of the image. To retake the image, select Retake. To keep the image, select Keep Scan. The image capture view opens with the captured image displayed as thumbnail. Captured Document Image If you want to scan additional pages, repeat the steps to scan each page in your document. Parent topic: Scan Documents

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® Mobile Help

Sign Documents and Images

You can select a document from the patient's chart to sign. After you sign a document, the document is saved and updated in NextGen® Enterprise EHR. Note: You can only sign PDF, .doc, and .docx documents from Docs & Images. Open NextGen® Mobile. Open the Patient Chart view. Select Docs & Images. The Docs & Images section opens. Select a document to open. The document opens. Document View Select . The Document Options menu appears. Document Menu Select Sign Document. 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 signature details box appears. Signature View Note: In the Signature Type section, select the person who is signing the document. If you select Provider or Patient, the Signed By section is automatically filled. In the Signed By section, enter the name of the signee. Select Sign. The signature capture view opens. Enter your signature using your finger or a stylu

Scan Documents

Before you begin

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Filter the Document and Images List

Scan Documents

View Documents and Images

Capture the Document Images

View Documents and Images

Sign Documents and Images

Scan Documents

Before you begin

Filter the Document and Images List

Scan Documents

View Documents and Images

Capture the Document Images

View Documents and Images

Sign Documents and Images