Introduction:

This training material is a review on how to link order to a file in the Document Management application.


Topics Covered:

  • Accessing application
  • Acquire Profile
  • File Document 
  • Link Order

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 user 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. Enter all that apply. Note: Red fields are required and won't post document if fields are blank.


Link Order:

This function is available for files to be linked to an order and statuses to be updated. Click the 'Unlink' tab if needing to unlike file to order. 


Diagnostic/Radiology

1. Select the desired order. If the file is a radiology/diagnostic result, click the 'Complete' button.

2. Then click the File button to post a document to chart. 


Labs

1. Under the link tab, click the lab's radio button. Make sure the Orders Module radio button is selected to view patient labs.

2. Click on the plus button to expand the lab details. Note: Some labs come across in groups.

3. After selecting the desired lab, click in the  'Result Status' drop-down to update lab status to 'Final'. Then click the file button to post on patients chart. 


Referrals 

1. Under the link tab, click the Referrals radio button to display patients referral orders.

2. Check the desired referral order and click the complete button. Note: Only click the complete button if the referral order is completed with all required data.

3. click the File button to post the result document on the patient's chart. 



Resources:

  • Document Mangement- File Import
  • Clinical Workflow- Order Management
  • Clinical Tasking-Patient Chart