Customize Report Header/Footer Field Descriptions

Option	Description
Main Title	The first line of the title and displays across the top of the report page. The system will provide a default title but you can change it.
Report Title	The second line of the title. The system will provide a default title but you can change it. On some reports, it clarifies the report being run. On other reports, it could be the date filter for the report. Changing this field affects the date range of the report on memorized reports. Note: When you preview reports in portrait layout that have very lengthy report titles and subtitles, they could be truncated.
Sub Title	Clarifies the report being run. The date range for the report usually is the default but you can change it.
Date Prepared	Select the format for the date and time that the report was run. You can select either the date or time format in each field, so that you can enter the date first ( 10/14/08 2:52 PM) or the time first ( 2:52 PM 10/14/08) . Note: Select the format in these fields, not the actual date and time.
Page Number	To include the page number in the header, select this option, and then select the format. For example, Page 1 of 5 or Page 1
Practice Title	Includes the current practice name.
Practice Logo	Includes the practice logo on the report.
Print Header on All Pages	Select to Include the header on each page of the report. If this option is not selected, the header prints only on the first page.

Option	Description
Free Form Text	This free form text field is for any text you want to display in the footer of the report.
Date Prepared	Select the format for the date and time that the report was run. You can select either the date or time format in each field, so that you can enter the date first ( 10/14/08 2:52 PM) or the time first ( 2:52 PM 10/14/08) .
Page Number	To include the page number in the footer, select this option, and then select the format. For example, Page 1 of 5 or Page 1.
Print Footer on All Pages	Select to include the footer on each page of the report. If this option is not selected, the footer prints only on the first page.

Option	Description
Line 1-5	Select the line, and then enter any additional information that you want to display in the addendum. The addendum displays at the end of the last page of the report. You can add up to five lines and you can set each line to have its own left, center, or right orientation on the page. Note: When you select a line, the box displays the text associated with that line. If not text has been entered, the box is blank.

Option	Description
Report Filter Definitions	Select this option to display the report's filter definitions at the end of the report. By having the filter options printed on the report, you can quickly reference which filter options produced the report.

File Maintenance Help for NextGen® Enterprise 8

Adjust Report Headers and Footers

Do one of the following: On the Report toolbar, select Customize Header/Footer . Right-click on the Report display, and then select Headers and Footers. If the Report Filter is open, select Head/Foot. The Customize Report Header/Footer window opens. Select the options that you want to include in the header, footer, and addendum. To the right of each option you select, set whether you want that option to display on the left, center, or right side of the report header and footer. The following Header Options are available to choose: Main Title: The first line of the title and displays across the top of the report page. The system will provide a default title but you can change it. Report Title: The second line of the title. The system will provide a default title but you can change it. On some reports, it clarifies the report being run. On other reports, it could be the date filter for the report. Changing this field affects the date range of the report on memorized reports. Note: When y

NextGen® Enterprise EHR Help

Create a Report Header and Footer

You may choose to create a specific Header and/or Footer for your report. Note: By default, each NextGen® Enterprise EHR Report has a Header that displays Practice Title and Date Prepared (formatted as 1/1/xx), as well as a Footer that displays Page Number (formatted Page 1). From the Report Filter, select Head/Foot. The Customize Report Header/Footer window opens. Customize Report Header/Footer Select the options you wish to be displayed in the Header of your report: Main Title - Enter the desired Main Title Report Title - Enter the desired Report Title Sub Title - Enter the desired Sub Title Date Prepared - Select the format of the Date Prepared displayed Page Number - Select the format of the Page Number displayed Practice Title - Select whether to use practice's name Practice Logo - Select whether to use your practice's logo Print Header on All Pages For each selected option, choose whether it is displayed on the Left, Center or Right side of the Report. Select the options you wish

Help Guide for NextGen® Enterprise PM 8

Configure Report Options for an Enhanced Report

The Options configuration enables you to format numbers and specify other print options for a report. Open the Configuration Options list for the desired enhanced report. In the Configuration Options list on the left, select Options. The Options window opens. Note: : The Report Options available for selection are the same on all reports. In the Show Negative Numbers section, select one of the following formats for negative numbers in the report. Normally (default) -$250.00 In Parentheses ($250.00) With a Trailing Sign $250.00- In the Show All Numbers section, select any or both of the following options for numbers in the report. Without Cents: Rounds the amount to the nearest dollar amount. For example, $50.25 appears as $50, and $100.75 appears as $101. Except Zero: Prints all numbers in the report except zeros. The zero amounts appear as blank instead of $0.00. In the Print Options section, select one of the following page formats for the report. Landscape Portrait In the Print Optio

File Maintenance Help for NextGen® Enterprise 8

Setting Report Columns and Filters

Reports have columns and filters that you can use to customize the data and format. The filter criteria available to you depend on the report you are creating. Once you've set your report filters, you can memorize it (see Memorizing Reports) so the report is readily available at any time. You can modify reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a particular rendering physician. Some common elements display in the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Columns, Filter 1, Filter 2, and Sorting. If a filter option is not available, then it does not apply to the report. Open Report Filter In Report Filter, you can set your report criteria, such as date ranges and statuses. Select Report Columns Find Report Columns Rename Repo

File Maintenance Help for NextGen® Enterprise 8

Forms Practice Preference Descriptions

The following table describes the fields available to set up forms in Practice Preferences. Field Description Standard Header Information Use the up and down arrows to set the offset information fields that enable you to set the location of the listed Letter Header Information. Use a positive number to move the information down or to the right. Use a negative number to move the information up or to the left. Credit Card Acceptance Select the credit cards that your practice accepts. Options include VISA, MasterCard, American Express, and Discover. The selected credit card emblems display on the forms along with instructions to the patient for submitting a credit card payment. Header/Footer Display Options Field Description Display Remittance header on first page only Select this check box to display the standard Remittance Header on the first page only for multi-page forms, and an abbreviated header on all subsequent pages. Information on the standard Remittance Header includes the Make

File Maintenance Help for NextGen® Enterprise 8

Reports Practice Preferences Field and Descriptions

The following table provides descriptions of the fields located in the Reports Practice Preferences. Field Description Report Server Select the report types that you want to run through the Report Server. You must have NextGen Report Server set up in order to view the list and use this feature. You will not be able to run the selected reports in NextGen® Enterprise PM. Generate from Report Server/ When report Filter1 exceeds __ days Select this check box if you want the practice to use the report server as the data source for large production reports. This option allows reports to be run quicker without network lag. In addition, you must enter the number of days to indicate the limit threshold. The number of days cannot be blank. Any report date run over the entered number of days automatically uses the Report Server as its data source and the report will be titled "Report Server". Note: To set this preference, you must have the security right set to Yes in System Administrator for Ope

Customize Report Header/Footer Field Descriptions

Recommendations

Adjust Report Headers and Footers

Create a Report Header and Footer

Configure Report Options for an Enhanced Report

Setting Report Columns and Filters

Forms Practice Preference Descriptions

Reports Practice Preferences Field and Descriptions

Adjust Report Headers and Footers

Create a Report Header and Footer

Configure Report Options for an Enhanced Report

Setting Report Columns and Filters

Forms Practice Preference Descriptions

Reports Practice Preferences Field and Descriptions