How To Refile Document

HOW TO: REFILE A DOCUMENT IN NEXTGEN

Description:
Documents in NextGen are stored in a centralized data store that gives end users the flexibility to index, file, and alter multiple settings. In this guide, we will explore the requirements to Refile a misfiled document.

Procedures:
Within the EHR…In the patient’s Documents view…

1. ‘Right click’ on the document you want to Refile
2. In the pop-up menu, select ‘Open in NextGen Document Management’ to open the document in document management
   
   

Within the Document management window…
3. Click on the ‘Refile’ icon to open the index values window

Within the Index Window…
4. Make any desired changes to document type, patient, etc.
5. Click the ‘File’ button to finalize the changes

Returning to the EHR Chart…
6. Click the ‘Refresh’ icon to see the new changes