Create a Category to Store Patient Attachments
Open File Maintenance.
Under
Master Files
, select
Document Management
and then select
View Categories
.
Select the open menu button, and then select
New
.
The
Add View Categories Information
window opens.
On the
Categories
tab, enter the name for the
Category
.
Select
OK
.
Recommendations
Explore
Create a Category to Store Patient Attachments
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Add Attachments from a Patient to Their Chart
From the main toolbar, select the Inbox button. The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane. Open a secure communication message with attachments. Select the Attachments tab.The attachments display with details in the Type and Item columns. Note: You can select an attachment's row for a preview where selecting + and - enable you to zoom in and out. The Original Category and Original Encounter columns are blank until you include them in a chart. Right-click the attachment row and do one of the following actions: Select Add To Chart to include that attachment in their chart. Details for the attachment display in the Attachments tab on the Patient Portal Message window Select Add All To Chart to include all attachments from the message in their chart. In the Add Patient attachment to chart window, select the category and encounter. Note: Yo
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Print Secure Attachments from a Patient
From the main toolbar, select the Inbox button. The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane. Under Communications, select the Inbox folder. Open the secure communication message with attachments. Select the Attachments tab. The attachments are listed on the left pane. Optional: Select an attachment to open a preview. Select the printer button. Parent topic: Managing Attachments in Secure Communications
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Managing Attachments in Secure Communications
Secure communication messages with attachments appear in your mailbox with an attachment icon. The Attachments column can be grouped so that all messages with attachments display at the top of the list. You can also drag and change the position of the columns in your mailbox. When you open a message with attachments, the Attachments tab displays the number of attachments in the message. Patients can send a maximum five attachments from NextGen® PxP Portal in the .jpeg, .jpg, .bmp, .pdf, .doc, .docx, .txt, .tif, and .tiff formats. The NextGen® PxP Portal supports attachments up to a two megabytes. Create a Category to Store Patient Attachments You can you can use an existing NextGen® PxP Portal document manager categories or create one in File Maintenance. Add Attachments from a Patient to Their Chart You can preview attachments received from patients to decide whether to include it in their chart. Print Secure Attachments from a Patient You can reproduce message attachments directly fr
Help Guide for NextGen® Enterprise PM 8
Add a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK
NextGen® Enterprise EHR Help
Add a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK
File Maintenance Help for NextGen® Enterprise
Set Up Document Types
Before you begin Set up the document fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Types.The Document Types List window opens. Select the open menu `button, and then select New.The Document Type Information window opens. Enter the necessary details, and then select Open folder button.The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each document type, in the Document Type Information window in File Maintenance, select the Potential O
