This article walks you through processing your documents and sending them to your NextGen® Document Management instance. Before you begin, make sure NextGen® Software is integrated with your account.
Before processing your documents, learn more about Workspaces and Intelligent Document Processing.
Once the integration is set up, navigate to a workspace. Click the 3 dots next to the document you would like to process, then click Process:
Next, double check the data to make sure all fields are accurate, then click Send:
If you have more than one EHR integrated, select Process with NextGen PM, then Next. If you have not signed in within the last 30 days, click Sign in with NextGen® PM and enter your credentials, then click Authenticate:
Select the practice name and then click Next:
Lastly, a confirmation message will display, and your document has successfully been sent to your EHR:
If you have any other questions, please reach out to support@documo.com.