Introduction

This training material is a review of how to file an import document(s) using the Document Management application.


Topics Covered:

  • Accessing application
  • Acquire Profile
  • File Document

Accessing Application


1. Click on the DM icon located on the top toolbar from other NextGen applications. Or click the ‘Document Management’ link from the application launcher.

2. After opening the application, click the ‘Scan & File’ icon from the top toolbar. 


Acquire Profile


1. After opening the application and selecting the ‘Scan & File’ the Batch Information window will appear.

2. Under Acquire Profile click on the drop down and select ‘File Import’

3. Click the 'Acquire' button and users file window will prompt. Select the desired document(s) and click the 'open' button.



File Document


1. After selecting the document, the file window will appear. Click on the norton button to search for the patient.

2. After selecting the patient, click on the drop-down arrow under document type and select.

 

3. Patient information will appear in data fields. Enter additional information if needed.

4. Click ‘File’ after entry.

5. A message will appear if wanting to post the document that is being filed. Click ‘yes’ to post into patients chart.