Add a Significant Events Message to the Significant Events Report

File Maintenance Help for NextGen® Enterprise 8

Significant Events Preferences

The application tracks selected significant events for logging and auditing purposes. Selections made for significant events at the Enterprise level take effect across all practices. Selections for events at the Practice level must be made for each practice. All significant events are enabled by default. Significant events can be viewed in NextGen® Enterprise PM in the Significant Events report and at the account, chart, and encounter levels. Activate Significant Events You can select and track the significant events through the Enterprise, System, or individual practices. Significant Events Security Rights You can control access to the Significant Events Preferences by modifying the users group security rights. Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. Add a Significant Events Message to the Significant Events Report You can add or remove messages that display in the message box of the sig events msg tab

File Maintenance Help for NextGen® Enterprise 8

Set Additional Filters

Depending on the report, additional filter options may be available which are used in a similar manner. For example, the Significant Events report contains additional Practices and Sig Events Msgs filter options. Select the filter option in the Report Filter window Settings List. Select the Open Folder . The associated Available/Included window opens. Note: If you selected the Include ALL records of this type in the report check box in the filter options, the Included box appears empty, but the system is actually including all records for you by default. Parent topic: Filtering Report Data

NextGen® Enterprise EHR Help

Create a Significant Event Report

From the Main menu, select File > Reports > Significant Events. The Report Filter: Significant Events window opens. Select the Columns you wish to be displayed on the report. To search for a column name, select Find. The Find window opens. Enter a search term and select Find, if there is a match, it is selected in the list. To locate another instance of your search term, select Find Next. Select Filter 1 tab. Select the Create Date and Event Source to include. Repor Filter Select the Filter 2 tab. Specify additional criteria as needed. Report Filter Select the Practices tab. Select the Practices for which you want to generate Significant Event report. If necessary, select Open to display the Practices window. Select Creator tab. Select the user for which you want to generate Significant Event report. If necessary, select Open to display the User Name window. Select Sig Events Msgs tab. Select Open to display Significant Events Message window. Search for and select pertinent Significant

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

View Significant Events for Charge Discounts

You can view significant events for charge discounts from the following areas in NextGen® Enterprise PM. Patient Chart > Clinical History/Notes tab Significant Events Report To view the significant events for charge discounts in Patient Chart > Clinical History/Notes tab, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Clinical History/Notes tab. Select History, and then select Encounters. The section on the right displays significant event messages for all encounters. Each message includes Date/Time, Creator, and Description information. Messages related to charge discounts include the following: Patient Discount [Transaction Code] Created Patient Disc

NextGen® Document Management User Guide,

Generate the Significant Events Report

Access the NextGen® Enterprise PM application. Open NextGen® Enterprise PM. From the menu, select Reports, and then select General > Significant Events. In Report Filter: Significant Events, set the report filters. Ensure that at least the Chart and Person event source options are selected. Select OK. The report generates. Parent topic: View the NextGen Document Management Significant Events History

Add a Significant Events Message to the Significant Events Report

Recommendations

Significant Events Preferences

Set Additional Filters

Create a Significant Event Report

Significant Events Report Columns

View Significant Events for Charge Discounts

Generate the Significant Events Report

Significant Events Preferences

Set Additional Filters

Create a Significant Event Report

Significant Events Report Columns

View Significant Events for Charge Discounts

Generate the Significant Events Report