In Progress Status Significant Event

When a process converts an encounter status from In Progress to Unbilled, the Encounter Status Change significant event records the status change. The event displays on the Balance Control and the Encounter Insurance Selection windows as Encounter Status Change - Encounter: <encounter number> from: <previous status> to <current status>.

For other status changes recorded by this significant event, refer to the Significant Events List below:

Below is the list of all significant events that you can set up inNextGen® Enterprise PMand in the System Administrator application. The events are categorized by enterprise, practice, and system levels.

Note: You can report on all of the significant events inNextGen® Enterprise PMandNextGen® Enterprise EHR.

Enterprise Level Significant Events

Field	Description
Address Changed Via "Change of Address Update" Process	Tracks address changes that occur due to the Change of Address Update process (InNextGen® Enterprise PM,File > Processes > Change of Address Updatemenu.
Client Defined <1-14>	Tracks changes made to the 14 client defined fields in theModify Patient/Person Informationdialog box on theClient Definedtab. The event logs the client defined field name and its previous and current values for the Significant Events report. In the patient chart, the event is logged as<Field Name> from: <Previous Setting> to: <Current Setting>on theClinical History/Notestab >Chart Notes>History>Chart.
Demographics updated by External MPI system	Tracks demographic changes that occurred due to updates by an external MPI system.
Duplicate Person Screen Bypassed	Creates a person-level significant event when a user does any of the following on thePotential Duplicate Persondialog box: Selects theIgnorebutton, and then selectsOKon the confirmation message. Closes thePotential Duplicate Persondialog box by selecting theXon the upper-right or by another method, but then selectsOKon the message anyway to confirm the changes for the duplicate person. If the user selectsCancelon the message, the person is not created and neither is the significant event. Selects theOverridebutton to override the security that prevents some users from creating duplicate persons. This feature is controlled by the Create Duplicate Persons operations-level security right. The significant event tracks the names of the person created and of the user who created him or her. When a user overrides the security, the event adds the textThe duplicate person screen was bypassed by overriding the security: <Last, First Names of the overriding user>in the Pre Mod column of the Significant Events report. The Pre Mod column is blank if users selectIgnoreor thexbut still confirm the creation. Note: If a user selects a duplicate person from the list on thePotential Duplicate Persondialog box, a significant event isnotcreated.
Enterprise Batch Grouping Completed	Tracks when batch groupings are completed. When the last practice batch is posted inNextGen® Enterprise PM, the enterprise grouping is set to completed, and it is removed from view.
Enterprise Batch Grouping Created	Tracks when users create batch groupings. The significant event includes the practice that the grouping was created in and the user who created it.
Enterprise Batch Grouping Deleted	Tracks when users delete batch groupings.
Merge People	Records a person merge when the merge type is set to Enterprise and the database contains only one enterprise. You can view the event inNextGen® Enterprise PMin the following locations: In the Patient Chart >Clinical History/Notestab >Chart Notes>History>Encounters. On theModify Patient Informationdialog box >Historytab.
Page Deleted	Creates a Document Management related significant event when a page from a document is deleted. The Page Deleted significant event displays only on the Significant Event report.
Page Hidden	Creates aNextGen® Document Managementrelated significant event when a page is hidden from a document. The Page Hidden significant events display only on the Significant Event report.
PHI Field Modified	Tracks changes inNextGen® Enterprise PMandNextGen® Enterprise EHRto any Patient Health Information fields on thePerson/Patient Informationdialog box >Demographicstab and the UDS fields on thePatient/Person Informationdialog box >UDStab. The event is recorded as<Field name> Changedon theNextGen® Enterprise PMPatient Chart >Clinical History/Notestab >Chart Notes>History>Chartand in the Significant Events report. The report also tracks the previous and current selections for the fields. Note: This significant event does not track the following: Community Cd,Comment, andGenerate System Alertfields on theDemographicstab. Sliding Fee Schedule VerificationandFamily Informationsections on thePatient/Person Informationdialog box >UDStab.
Practice Batch Added	Creates aNextGen® Document Managementrelated significant event when a practice batch is added.

Practice Level Significant Events

Field	Description
Account Accessed	Logs each time a user opens an existing person or patient account. To view the significant event record, open the patient Account Profile and then select theNotestab >Account Notes>History. The event is logged asAccount Accessed.
Account Form Template Printed	Tracks when an account form template is printed.
Allergy Resolved	Tracks when a patient allergy record is resolved.
Appointment Accessed	Logs each time a user opens an existing appointment. The event logs the appointment date and time, patient name.
Appointment Conflict Override	Logs each time a user successfully overrides a scheduling conflict.
Appointment Letters Printed	Tracks when appointment letters are printed.
Appointment Waitlist Completed Successfully	Tracks when an appointment waitlist item has been completed
Appointment Waitlist Created	Tracks when an appointment waitlist has been created.
Appointment Waitlist Deleted	Tracks when an appointment waitlist has been deleted.
Balance Control Change	Tracks any time a user accesses the Balance Control dialog box and modifies the charge buckets or the rebill indicators. The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asBalance Control Change - Encounter: <encounter number> from: <previous charge information> to <current charge information>
Batch Account Collection Letters Printed	Tracks when account-level collection letters print.
Batch Encounter Collection Letters Printed	Tracks when encounter-level collection letters print.
Budget Letters Printed	Logs when a budget letter is printed, the person or patient on the budget plan, and the letter type. If a "Normal" budget letter is printed, the event includes the old and new due dates.
Budget Payment Posted	Logs when payments are posted to the budget and the number of remaining payments.
Budget Plan Disabled	Logs the disabled budget plan and the reason it was disabled.
Budget Plan Established	Logs new and re-established budget plans and their terms.
Budget Plan Terminated	Logs when a budget plan is terminated.
Budget Print Date Reset	Tracks when theResetbutton was last selected. SelectingResetenables you to reprint a batch of budget letters/statements from a specific date.
Budget Statement Printed	Tracks when a budget statement has been printed.
Charge Credit Date Updated	Tracks when the credit date is updated. Credit date is determined when a line item reaches a negative balance. The event logs the previous value, the new value, and the amount of the credit.
Charge Field Modified	Logs changes to the followingCharge Postingfields for charges being applied to encounters and invoices: Svc Dates Svc Item Quantity Unit Price Diag Rendering Referring Additional Provider User-Defined Field Place Svc Location Process Date Narr Notes Batch Note Desc 1 (This field only displays in Invoice mode.) Desc 2 (This field only displays in Invoice mode.) If the field displays in Charge Posting for: Encounter mode, the event is logged asCharge <field name> Changed - Encounter: <Enc #>on theClinical History/Notestab. Invoice mode, the significant event message is logged asCharge <field name> Changed - Invoice <Invoice #>on theClinical History/Notestab.
Charge Outsource Status Reset	Logs when an outstanding outsourced charge has been reset and is no longer being outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for the Significant Events report. In the patient chart, the event is logged asCharge Outsource Status Rest - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters.
Charge Outsourced	Logs when an outstanding charge has been outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for the Significant Events report. In the patient chart, the event is logged asCharge Outsourced - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters.
Chart Accessed	Tracks when a user opens a patient chart inNextGen® Enterprise PM.
Chart Accessed in EHR	Tracks when a user opens a patient chart inNextGen® Enterprise EHR.
Chart Created	Logs when a patient chart is created. The event logs the patient name, the user who created the chart, and the creation date.
Chart Created in EHR	Tracks when a new chart is created in theNextGen® Enterprise EHRapplication.
Chart Guarantor Changed	Tracks changes to the guarantor on the patient chart >Relationship/Contact/Guarantortab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Chart.
Chart UD1-8	These eight Chart UD significant events track when changes are made to the chart user-defined fields. The names of the significant events match the client-defined names were entered in the Chart Practice Preferences. The event tracks the previous and current values of the fields and is logged as:Chart UD# from: <none> to: <Field Name>.
Claim Created	Logs when a claim was created, when batch claims are printed, whether the claim was clean or dirty, the payer, and the media type.
Claim Deleted From Encounter	Claim suppressed due to payer master indicator
Claim suppressed due to payer master indicator	Tracks when a claim is suppressed due to a payer master indicator.
Copy of Archived Claim Printed	A practice-level significant event is recorded when archived claims are reprinted. This information is recorded only when the Actual Claim Form is selected on theClaim Printingdialog box.
Credit Card Credit Processed	Tracks when a credit card payment is credited.
Credit Card Sale Processed	Tracks when a credit card payment is completed.
Credit Card Void Processed	Tracks when a credit card payment is voided.
Custom Dunning Message Changed	Tracks when a custom dunning message has been changed.
Diagnosis Resolved	Tracks when a patient diagnosis is resolved.
Document Deleted	Tracks when a document has been deleted.
Document Exported	Tracks when documents are exported. You can view the event in the ICS Sig Event report or by right-clicking on an image and selectingImage Properties.
Eligibility Inquiry Issued	Logs when an eligibility inquiry is submitted fromNextGen® Enterprise PMto the Real-time Transaction Server (RTS).
Eligibility Inquiry Response Received	Logs the results of the eligibility inquiry submitted to RTS.
Employer Insurance Change	Logs when the insurance that is associated with a patient employer has been changed on theEmployer Maintenancedialog box. The event tracks the patient name, the previous insurance, and the current insurance for the Significant Event report. In the patient chart, the event is logged asEmployer Insurance Changeon theClinical History/Notestab >Chart Notes>History>Chart.
Encounter Accessed	Logs each time a user opens an existing patient encounter. To view the significant event record, open the patient Account Profile and then select theClinical History/Notestab >Chart Notes>History>Encounters. The event is logged asEncounter Accessed - Encounter: <Enc #>.
Encounter Charge Deleted	Tracks when encounter charges have been deleted.
Encounter Collection Agency Change	Tracks when the collection agency is changed for an encounter in “bad debt” status in theAgency Bad Debt Maintenancedialog box.
Encounter Deleted	Logs encounters deleted from the patient chart and the associated encounter numbers. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Chart. The event is logged asEncounter Deleted - <Enc #>.
Encounter Field Modified	Creates encounter-level significant events when users make changes to theEncounter Maintenancedialog box >Billable Date,Billable Time,Occurrence Code,State,Onset Date, andOnset Timefields and to any fields on theGeneraltab.
Encounter Guarantor Changed	Tracks changes to the guarantor on the patient chart >Encounterstab >Generalsubtab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Encounters.
Encounter Insurance Deleted	Tracks when a user deletes an insurance from an encounter on the Patient Chart >Encounterstab >Insurancesubtab. The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Insurance Deleted: <insurance name> - Encounter: <encounter number>.
Encounter Insurance Re-Ordered	Creates a practice-level significant event to track when: an encounter insurance is reordered through Balance Control when encounter insurance is added or removed on the encounter level (Patient chart >Encounterstab >Insurancesubtab > New) when an insurance is deleted on the encounter level (Patient chart >Encounterstab >Insurancesubtab > Delete). The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Insurance Re-Ordered - <encounter number>.
Encounter Locked	Tracks when an encounter has been locked.
Encounter Rate Adjustment Reversed	Tracks when encounter rate auto adjustments are reversed from an encounter.
Encounter Rate SIM and Amount Removed	Tracks when anEncounter Rate SIMcode is removed from an encounter
Encounter Status Change	Records the following status changes and the processes that generates them: Billed. Claim requested, statement printed Bad Debt. Process through the menu History. All charges that have no balance In Progress to Unbilled. Process that converts an encounter status from "In Progress" to "Unbilled" Rebill. Manually processed through Balance Control The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Status Change - Encounter: <encounter number> from: <previous status> to <current status>.
Encounter Unlocked	Tracks when an encounter has been unlocked.
Form Template Printed	A significant event is recorded when a form is printed from any one of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels.
Insurance Not Confirmed During Autoflow	Tracks when a user does the following actions during Autoflow checkin and Autoflow checkout: Does not selectYesto confirm insurance on theEncounter Insurance Selectiondialog box. Skips insurance confirmation by either selecting theCancelbutton on theEncounter Insurance Selectiondialog box or by manually navigating to another step in the Autoflow checkout process.
Invoice Charge Deleted	Tracks when an invoice charge has been deleted.
Invoices Printed	Tracks when an invoice has been printed.
Label Template Printed	A significant event is recorded when a label is printed from any one of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels.
Medical Necessity Created	Tracks when Medical Necessity requests are submitted. To view the significant event record, you can select the Patient Chart and then can selectClinical History/Notestab >Chart Notes>History>Encounters. Medical Necessity tracking records the date and time, creator, and a description for each Medical Necessity query. For more information about Medical Necessity, refer to theNextGen® Enterprise PMMedical Necessity Guide.
Medication Renewed	Tracks when a medication has been renewed for a patient.
Medication Stop	Tracks when a medication has been stopped for a patient.
Merge Accounts	Records the account merge when a person is merged. You can view the event inNextGen® Enterprise PMin theAccount Profile>Notes>History.
Merge Charts	Records the chart merge when a person is merged. You can view the event inNextGen® Enterprise PMin thePatient Chart>Clinical History/Notes>Chart Notes>History.
Merge Encounters	Records all merged encounters that occur during a person merge. You can view the event inNextGen® Enterprise PMin thePatient Chart>Clinical History/Notes>Chart Notes>History>Encounters.
New Encounter Created	Tracks when a new encounter has been created. The event logs the encounter number, patient name, the user who created the encounter, and the creation date.
Page Annotated	Creates a significant event when annotations to a page are saved inNextGen® Document Management. Additionally, annotations on aNextGen® Document Managementimage inNextGen® Enterprise EHRare tracked when a signature is added or the image is rotated.
Page Appended	Creates aNextGen® Document Managementrelated significant event when users add a page to a filed document. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Document Management. The significant event record also displays in theImage Propertiesdialog box inNextGen® Document Management.
Page Filed	Creates aNextGen® Document Managementrelated significant event when users file document pages inNextGen® Document Management. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Document Management.
Page Moved	Creates an ICS-related significant event when a user moves a page from one batch of documents to another. To view the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>ICS.
Page Re-Filed	Creates an ICS-related significant event when users re-file document pages in ICS. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>ICS.
Page Viewed	Creates a significant event when users view filed pages in ICS that are indexed to a patient.
Patient Allergy Deleted	Creates a practice-level significant event to track when an allergy is deleted from a patient's allergy list.
Patient Procedure Activity On a Locked Encounter	Tracks when a user creates, updates, or deletes a charge withinNextGen® Enterprise PMor other external interface and the change automatically updates the patient procedures inNextGen® Enterprise EHRwhen the encounter is locked inNextGen® Enterprise EHR. The significant event tracks the encounter, service item number, and date of service asA patient procedure was inserted onto a locked encounter. Encounter: <number>, service item id: <number>, date of service: <mm/dd/yyyy>.
Patient Status Change	Logs when a user changes a patient status on thePatient Informationdialog box >Statustab. The event logs the patient name and the previous and current statuses for the Significant Events report. In the patient chart, the event is logged asPatient Status Change from: <Previous Status> to: <Current Status>on theClinical History/Notestab >Chart Notes>History>Chart.
Privacy Notice Information Change	Tracks changes to Privacy Notice information as a Significant Event. Privacy Notice tracking records the date and time, creator, and a description for each change made to Privacy Notice information. To display the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>Chart.
Real-time Adjudication Request Submitted	Tracks when real-time adjudication requests have been submitted.
Recall Letters Printed	Tracks when recall letters have been printed.
Recall Print Date Reset	Recall Print Date Reset significant event is recorded in each patient's chart. When a batch of recall letters is printed/exported and the Updated Dates button is selected, each patient's recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, all recall plans in the batch no longer qualify for a letter.
Re-establish Budget Plan	Tracks when a budget plan has been re-established.
Referral Request Issued	Tracks when referral request responses have been issued.
Referral Request Response Received	Tracks when referral request responses have been received.
Relationship Deleted	Tracks when relationships are deleted from the patient chartRelationship/Contact/Guartab.
Relationship Hidden	Tracks when relationships are hidden in the patient chartRelationship/Contact/Guartab.
Reviewed Document Signed	Creates an ICS-related significant event.
Started For The First Time	Tracks when an ICS process has been started for the first time.
Statement Counter Reset	Creates a practice-level significant event when the statement counter is reset to zero on theAccount Profile Propertiestab. The event states the old and new values.
Statement Print Date Reset	Indicates the statement print date was reset so statements can be regenerated from a specific date.
Statements Printed	Tracks when statements are printed in batch or on-demand and the user answersYesto the prompt "Did the statements print correctly?" The event tracks last "next statement" date, new next statement date, demand or batch mode, and whether "Generate Statement Next Run" is either on or off.
Task Field Modified	Creates chart-level significant events when users make changes on theAdd/Edit Taskdialog box >Task Infotaband the Task Approval tab - Hanger 5.7 change. The event and the old and new settings are recorded on theAdd/Edit Taskdialog box>Historytab.
Unposted Transaction Deleted	Tracks whenever an unposted transaction is deleted from a batch. If a credit card was used for the transaction, the significant event record includes the last four digits of the credit card and the TransFirst® transaction number.
Unposted Transaction Modified	Tracks when any of the following fields are modified for an unposted transaction in Payment Entry: Tracking description Adj Amt Pay Amt Pay Code Adj Code Clm Reasons Ln Item Rsns Deduct The event is logged asUnposted Transaction Modified Batch Date: <mm/dd/yyyy> Batch Nbr: <xxxx> Batch Item Nbr: <xxxx>on theClinical History/Notestab of the patient chart. Because it tracks who changes the transactions, this significant event can help to prevent fraud.
Un-Reviewed Document Signed	Creates an ICS-related significant event.
User {0} NDC ID Changed	Creates an encounter level significant event when an NDC ID is changed on theNDC Data for this Chargedialog box.
User {0} NDC BOM Changed	Creates an encounter level significant event when the Basis of Measure field is changed on theNDC Data for this Chargedialog box.
User {0} NDC DUC Changed	Creates an encounter level significant event when the Drug Unit Price field is changed on theNDC Data for this Chargedialog box
User Created To-Do

System Level Significant Events

Field	Description
Crystal Report Viewed	Tracks when users view Crystal Reports inNextGen® Enterprise EHR.
NextGen® Enterprise EHR Report Exported	Tracks when users exportNextGen® Enterprise EHRreports.
Enterprise Credit Card Processing Settings Changed	Indicates credit card processing settings have been changed at the Enterprise level.
ICS Image Recalled from Patient Portal, Image not viewed	Creates a significant event when images that have not been viewed are recalled fromNextGen® PxP Portal.
ICS Image Sent to Patient Portal, all pages viewed	Creates a significant event when images are sent toNextGen® PxP Portal, and the pages of those images have been viewed.
ICS Image Sent to Patient Portal, Expedited preview	Creates a significant event when images sent toNextGen® PxP Portalhave been previewed.
ICS PAQ Item Accepted	Tracks any time an item is accepted in the PAQ.
ICS PAQ Item Added	Tracks any time an item is added in the PAQ.
ICS PAQ Item Reassigned	Tracks any time an item is reassigned in the PAQ.
ICS PAQ Item Rejected	Tracks any time an item is rejected in the PAQ.
ICS Image Recalled from Patient Portal, Image viewed	Creates a significant event when images that have been viewed are recalled fromNextGen® PxP Portal
Invalid Login Attempt - Username/Password	Tracks when users enter an invalid value for theUserandPasswordfields or tries to log in with the fields blank.
Memorized Report Deleted	Tracks any time a memorized report is deleted.
Multiple Station Logon Limit Exceeded	Tracks any time theNumber of Concurrent Logonsexceeds the value allowed as per the universal preferenceMaximum Number of Concurrent Logons. To view the setting, seeUniversalPreferences,General OptionsTab.
Multiple Station Logon Not Allowed	Tracks when logging in to multiple stations/sessions is not allowed, but attempt is made to login to multiple stations/sessions.
New User Added	Tracks when new users are created in the System Administrator application and records user, workstation used, date, and time.
Page Imported	Creates a system-level significant event when users perform a file, page, or directory import. This event does not track auto directory import. The significant event record displays in theImage Propertiesdialog box in NextGen ICS.
Page Scanned	Tracks when users scan a page. This significant event displays only on the Significant Event report.
Patient Discount <Name of Discount> Created	Reserved for future use.
Patient Discount <Name of Discount> Deleted (WIP)	Reserved for future use.
Patient Discount <Name of Discount> Edited	Reserved for future use.
Person/Patient Lookup Criteria	Displays the patient records that users have searched for. If the event is enabled, then when you search for a person or patient, the application records the search criteria. For example, if you search for John Doe with a birthdate of 01/01/1950, the following event is recorded: (Last): Doe, (First/Preferred Name): John, (DOB): 01/01/1950
Reports Ran By User	Creates a practice-level significant event to track the details of report generation every time a user runs a report. The Significant Event message contains the following information: User who ran the report. Date and time that the report completed. The Filter Criteria used to run the report (as printed in the report footer) displays in thePost Modcolumn. Note: Nothing displays in thePre Modcolumn.
Security Item Modified	Tracks security rights that are modified for user groups in the System Administrator application. The information is recorded as a system-level significant event in the format ofSecurity Item Modified, Group: <group name>, along with whether it is an Operations or Modules right, the security right name, its previous and current settings, and the user who made the change.
Service Item Modified	Tracks all pricing updates made to SIMs that result from SIM Pricing Templates. The detail that this significant event logs includes the SIM Library Configuration applied, who performed the update, and when it occurred. In addition to updates initiated by users, the tracking includes changes made by SIM Pricing Template Updates in NextGen BBP. You can view significant events of this type in the Service Item library >Notes/Significant Eventstab.
Valid Login	Tracks each time a user logs on to anyNextGen® Enterpriseapplication.
Valid Logout - NextGen® Enterprise EHR	Tracks each time a user logs offNextGen® Enterprise EHR.
Valid Logout - NextGen® Enterprise PM	Tracks each time a user logs offNextGen® Enterprise PM.
Valid Logout - ICS	Tracks each time a user logs off NextGen ICS.

In Progress Status Significant Event

For other status changes recorded by this significant event, refer to the Significant Events List below:

Note: You can report on all of the significant events inNextGen® Enterprise PMandNextGen® Enterprise EHR.

Enterprise Level Significant Events

Field	Description
Address Changed Via "Change of Address Update" Process	Tracks address changes that occur due to the Change of Address Update process (InNextGen® Enterprise PM,File > Processes > Change of Address Updatemenu.
Client Defined <1-14>	Tracks changes made to the 14 client defined fields in theModify Patient/Person Informationdialog box on theClient Definedtab. The event logs the client defined field name and its previous and current values for the Significant Events report. In the patient chart, the event is logged as<Field Name> from: <Previous Setting> to: <Current Setting>on theClinical History/Notestab >Chart Notes>History>Chart.
Demographics updated by External MPI system	Tracks demographic changes that occurred due to updates by an external MPI system.
Duplicate Person Screen Bypassed	Creates a person-level significant event when a user does any of the following on thePotential Duplicate Persondialog box: Selects theIgnorebutton, and then selectsOKon the confirmation message. Closes thePotential Duplicate Persondialog box by selecting theXon the upper-right or by another method, but then selectsOKon the message anyway to confirm the changes for the duplicate person. If the user selectsCancelon the message, the person is not created and neither is the significant event. Selects theOverridebutton to override the security that prevents some users from creating duplicate persons. This feature is controlled by the Create Duplicate Persons operations-level security right. The significant event tracks the names of the person created and of the user who created him or her. When a user overrides the security, the event adds the textThe duplicate person screen was bypassed by overriding the security: <Last, First Names of the overriding user>in the Pre Mod column of the Significant Events report. The Pre Mod column is blank if users selectIgnoreor thexbut still confirm the creation. Note: If a user selects a duplicate person from the list on thePotential Duplicate Persondialog box, a significant event isnotcreated.
Enterprise Batch Grouping Completed	Tracks when batch groupings are completed. When the last practice batch is posted inNextGen® Enterprise PM, the enterprise grouping is set to completed, and it is removed from view.
Enterprise Batch Grouping Created	Tracks when users create batch groupings. The significant event includes the practice that the grouping was created in and the user who created it.
Enterprise Batch Grouping Deleted	Tracks when users delete batch groupings.
Merge People	Records a person merge when the merge type is set to Enterprise and the database contains only one enterprise. You can view the event inNextGen® Enterprise PMin the following locations: In the Patient Chart >Clinical History/Notestab >Chart Notes>History>Encounters. On theModify Patient Informationdialog box >Historytab.
Page Deleted	Creates a Document Management related significant event when a page from a document is deleted. The Page Deleted significant event displays only on the Significant Event report.
Page Hidden	Creates aNextGen® Document Managementrelated significant event when a page is hidden from a document. The Page Hidden significant events display only on the Significant Event report.
PHI Field Modified	Tracks changes inNextGen® Enterprise PMandNextGen® Enterprise EHRto any Patient Health Information fields on thePerson/Patient Informationdialog box >Demographicstab and the UDS fields on thePatient/Person Informationdialog box >UDStab. The event is recorded as<Field name> Changedon theNextGen® Enterprise PMPatient Chart >Clinical History/Notestab >Chart Notes>History>Chartand in the Significant Events report. The report also tracks the previous and current selections for the fields. Note: This significant event does not track the following: Community Cd,Comment, andGenerate System Alertfields on theDemographicstab. Sliding Fee Schedule VerificationandFamily Informationsections on thePatient/Person Informationdialog box >UDStab.
Practice Batch Added	Creates aNextGen® Document Managementrelated significant event when a practice batch is added.

Practice Level Significant Events

Field	Description
Account Accessed	Logs each time a user opens an existing person or patient account. To view the significant event record, open the patient Account Profile and then select theNotestab >Account Notes>History. The event is logged asAccount Accessed.
Account Form Template Printed	Tracks when an account form template is printed.
Allergy Resolved	Tracks when a patient allergy record is resolved.
Appointment Accessed	Logs each time a user opens an existing appointment. The event logs the appointment date and time, patient name.
Appointment Conflict Override	Logs each time a user successfully overrides a scheduling conflict.
Appointment Letters Printed	Tracks when appointment letters are printed.
Appointment Waitlist Completed Successfully	Tracks when an appointment waitlist item has been completed
Appointment Waitlist Created	Tracks when an appointment waitlist has been created.
Appointment Waitlist Deleted	Tracks when an appointment waitlist has been deleted.
Balance Control Change	Tracks any time a user accesses the Balance Control dialog box and modifies the charge buckets or the rebill indicators. The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asBalance Control Change - Encounter: <encounter number> from: <previous charge information> to <current charge information>
Batch Account Collection Letters Printed	Tracks when account-level collection letters print.
Batch Encounter Collection Letters Printed	Tracks when encounter-level collection letters print.
Budget Letters Printed	Logs when a budget letter is printed, the person or patient on the budget plan, and the letter type. If a "Normal" budget letter is printed, the event includes the old and new due dates.
Budget Payment Posted	Logs when payments are posted to the budget and the number of remaining payments.
Budget Plan Disabled	Logs the disabled budget plan and the reason it was disabled.
Budget Plan Established	Logs new and re-established budget plans and their terms.
Budget Plan Terminated	Logs when a budget plan is terminated.
Budget Print Date Reset	Tracks when theResetbutton was last selected. SelectingResetenables you to reprint a batch of budget letters/statements from a specific date.
Budget Statement Printed	Tracks when a budget statement has been printed.
Charge Credit Date Updated	Tracks when the credit date is updated. Credit date is determined when a line item reaches a negative balance. The event logs the previous value, the new value, and the amount of the credit.
Charge Field Modified	Logs changes to the followingCharge Postingfields for charges being applied to encounters and invoices: Svc Dates Svc Item Quantity Unit Price Diag Rendering Referring Additional Provider User-Defined Field Place Svc Location Process Date Narr Notes Batch Note Desc 1 (This field only displays in Invoice mode.) Desc 2 (This field only displays in Invoice mode.) If the field displays in Charge Posting for: Encounter mode, the event is logged asCharge <field name> Changed - Encounter: <Enc #>on theClinical History/Notestab. Invoice mode, the significant event message is logged asCharge <field name> Changed - Invoice <Invoice #>on theClinical History/Notestab.
Charge Outsource Status Reset	Logs when an outstanding outsourced charge has been reset and is no longer being outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for the Significant Events report. In the patient chart, the event is logged asCharge Outsource Status Rest - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters.
Charge Outsourced	Logs when an outstanding charge has been outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for the Significant Events report. In the patient chart, the event is logged asCharge Outsourced - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters.
Chart Accessed	Tracks when a user opens a patient chart inNextGen® Enterprise PM.
Chart Accessed in EHR	Tracks when a user opens a patient chart inNextGen® Enterprise EHR.
Chart Created	Logs when a patient chart is created. The event logs the patient name, the user who created the chart, and the creation date.
Chart Created in EHR	Tracks when a new chart is created in theNextGen® Enterprise EHRapplication.
Chart Guarantor Changed	Tracks changes to the guarantor on the patient chart >Relationship/Contact/Guarantortab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Chart.
Chart UD1-8	These eight Chart UD significant events track when changes are made to the chart user-defined fields. The names of the significant events match the client-defined names were entered in the Chart Practice Preferences. The event tracks the previous and current values of the fields and is logged as:Chart UD# from: <none> to: <Field Name>.
Claim Created	Logs when a claim was created, when batch claims are printed, whether the claim was clean or dirty, the payer, and the media type.
Claim Deleted From Encounter	Claim suppressed due to payer master indicator
Claim suppressed due to payer master indicator	Tracks when a claim is suppressed due to a payer master indicator.
Copy of Archived Claim Printed	A practice-level significant event is recorded when archived claims are reprinted. This information is recorded only when the Actual Claim Form is selected on theClaim Printingdialog box.
Credit Card Credit Processed	Tracks when a credit card payment is credited.
Credit Card Sale Processed	Tracks when a credit card payment is completed.
Credit Card Void Processed	Tracks when a credit card payment is voided.
Custom Dunning Message Changed	Tracks when a custom dunning message has been changed.
Diagnosis Resolved	Tracks when a patient diagnosis is resolved.
Document Deleted	Tracks when a document has been deleted.
Document Exported	Tracks when documents are exported. You can view the event in the ICS Sig Event report or by right-clicking on an image and selectingImage Properties.
Eligibility Inquiry Issued	Logs when an eligibility inquiry is submitted fromNextGen® Enterprise PMto the Real-time Transaction Server (RTS).
Eligibility Inquiry Response Received	Logs the results of the eligibility inquiry submitted to RTS.
Employer Insurance Change	Logs when the insurance that is associated with a patient employer has been changed on theEmployer Maintenancedialog box. The event tracks the patient name, the previous insurance, and the current insurance for the Significant Event report. In the patient chart, the event is logged asEmployer Insurance Changeon theClinical History/Notestab >Chart Notes>History>Chart.
Encounter Accessed	Logs each time a user opens an existing patient encounter. To view the significant event record, open the patient Account Profile and then select theClinical History/Notestab >Chart Notes>History>Encounters. The event is logged asEncounter Accessed - Encounter: <Enc #>.
Encounter Charge Deleted	Tracks when encounter charges have been deleted.
Encounter Collection Agency Change	Tracks when the collection agency is changed for an encounter in “bad debt” status in theAgency Bad Debt Maintenancedialog box.
Encounter Deleted	Logs encounters deleted from the patient chart and the associated encounter numbers. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Chart. The event is logged asEncounter Deleted - <Enc #>.
Encounter Field Modified	Creates encounter-level significant events when users make changes to theEncounter Maintenancedialog box >Billable Date,Billable Time,Occurrence Code,State,Onset Date, andOnset Timefields and to any fields on theGeneraltab.
Encounter Guarantor Changed	Tracks changes to the guarantor on the patient chart >Encounterstab >Generalsubtab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Encounters.
Encounter Insurance Deleted	Tracks when a user deletes an insurance from an encounter on the Patient Chart >Encounterstab >Insurancesubtab. The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Insurance Deleted: <insurance name> - Encounter: <encounter number>.
Encounter Insurance Re-Ordered	Creates a practice-level significant event to track when: an encounter insurance is reordered through Balance Control when encounter insurance is added or removed on the encounter level (Patient chart >Encounterstab >Insurancesubtab > New) when an insurance is deleted on the encounter level (Patient chart >Encounterstab >Insurancesubtab > Delete). The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Insurance Re-Ordered - <encounter number>.
Encounter Locked	Tracks when an encounter has been locked.
Encounter Rate Adjustment Reversed	Tracks when encounter rate auto adjustments are reversed from an encounter.
Encounter Rate SIM and Amount Removed	Tracks when anEncounter Rate SIMcode is removed from an encounter
Encounter Status Change	Records the following status changes and the processes that generates them: Billed. Claim requested, statement printed Bad Debt. Process through the menu History. All charges that have no balance In Progress to Unbilled. Process that converts an encounter status from "In Progress" to "Unbilled" Rebill. Manually processed through Balance Control The event displays on theBalance Controland theEncounter Insurance Selectiondialog boxes asEncounter Status Change - Encounter: <encounter number> from: <previous status> to <current status>.
Encounter Unlocked	Tracks when an encounter has been unlocked.
Form Template Printed	A significant event is recorded when a form is printed from any one of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels.
Insurance Not Confirmed During Autoflow	Tracks when a user does the following actions during Autoflow checkin and Autoflow checkout: Does not selectYesto confirm insurance on theEncounter Insurance Selectiondialog box. Skips insurance confirmation by either selecting theCancelbutton on theEncounter Insurance Selectiondialog box or by manually navigating to another step in the Autoflow checkout process.
Invoice Charge Deleted	Tracks when an invoice charge has been deleted.
Invoices Printed	Tracks when an invoice has been printed.
Label Template Printed	A significant event is recorded when a label is printed from any one of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels.
Medical Necessity Created	Tracks when Medical Necessity requests are submitted. To view the significant event record, you can select the Patient Chart and then can selectClinical History/Notestab >Chart Notes>History>Encounters. Medical Necessity tracking records the date and time, creator, and a description for each Medical Necessity query. For more information about Medical Necessity, refer to theNextGen® Enterprise PMMedical Necessity Guide.
Medication Renewed	Tracks when a medication has been renewed for a patient.
Medication Stop	Tracks when a medication has been stopped for a patient.
Merge Accounts	Records the account merge when a person is merged. You can view the event inNextGen® Enterprise PMin theAccount Profile>Notes>History.
Merge Charts	Records the chart merge when a person is merged. You can view the event inNextGen® Enterprise PMin thePatient Chart>Clinical History/Notes>Chart Notes>History.
Merge Encounters	Records all merged encounters that occur during a person merge. You can view the event inNextGen® Enterprise PMin thePatient Chart>Clinical History/Notes>Chart Notes>History>Encounters.
New Encounter Created	Tracks when a new encounter has been created. The event logs the encounter number, patient name, the user who created the encounter, and the creation date.
Page Annotated	Creates a significant event when annotations to a page are saved inNextGen® Document Management. Additionally, annotations on aNextGen® Document Managementimage inNextGen® Enterprise EHRare tracked when a signature is added or the image is rotated.
Page Appended	Creates aNextGen® Document Managementrelated significant event when users add a page to a filed document. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Document Management. The significant event record also displays in theImage Propertiesdialog box inNextGen® Document Management.
Page Filed	Creates aNextGen® Document Managementrelated significant event when users file document pages inNextGen® Document Management. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>Document Management.
Page Moved	Creates an ICS-related significant event when a user moves a page from one batch of documents to another. To view the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>ICS.
Page Re-Filed	Creates an ICS-related significant event when users re-file document pages in ICS. To view the significant event record, you can select thePatient Chartand then can selectClinical History/Notestab >Chart Notes>History>ICS.
Page Viewed	Creates a significant event when users view filed pages in ICS that are indexed to a patient.
Patient Allergy Deleted	Creates a practice-level significant event to track when an allergy is deleted from a patient's allergy list.
Patient Procedure Activity On a Locked Encounter	Tracks when a user creates, updates, or deletes a charge withinNextGen® Enterprise PMor other external interface and the change automatically updates the patient procedures inNextGen® Enterprise EHRwhen the encounter is locked inNextGen® Enterprise EHR. The significant event tracks the encounter, service item number, and date of service asA patient procedure was inserted onto a locked encounter. Encounter: <number>, service item id: <number>, date of service: <mm/dd/yyyy>.
Patient Status Change	Logs when a user changes a patient status on thePatient Informationdialog box >Statustab. The event logs the patient name and the previous and current statuses for the Significant Events report. In the patient chart, the event is logged asPatient Status Change from: <Previous Status> to: <Current Status>on theClinical History/Notestab >Chart Notes>History>Chart.
Privacy Notice Information Change	Tracks changes to Privacy Notice information as a Significant Event. Privacy Notice tracking records the date and time, creator, and a description for each change made to Privacy Notice information. To display the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>Chart.
Real-time Adjudication Request Submitted	Tracks when real-time adjudication requests have been submitted.
Recall Letters Printed	Tracks when recall letters have been printed.
Recall Print Date Reset	Recall Print Date Reset significant event is recorded in each patient's chart. When a batch of recall letters is printed/exported and the Updated Dates button is selected, each patient's recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, all recall plans in the batch no longer qualify for a letter.
Re-establish Budget Plan	Tracks when a budget plan has been re-established.
Referral Request Issued	Tracks when referral request responses have been issued.
Referral Request Response Received	Tracks when referral request responses have been received.
Relationship Deleted	Tracks when relationships are deleted from the patient chartRelationship/Contact/Guartab.
Relationship Hidden	Tracks when relationships are hidden in the patient chartRelationship/Contact/Guartab.
Reviewed Document Signed	Creates an ICS-related significant event.
Started For The First Time	Tracks when an ICS process has been started for the first time.
Statement Counter Reset	Creates a practice-level significant event when the statement counter is reset to zero on theAccount Profile Propertiestab. The event states the old and new values.
Statement Print Date Reset	Indicates the statement print date was reset so statements can be regenerated from a specific date.
Statements Printed	Tracks when statements are printed in batch or on-demand and the user answersYesto the prompt "Did the statements print correctly?" The event tracks last "next statement" date, new next statement date, demand or batch mode, and whether "Generate Statement Next Run" is either on or off.
Task Field Modified	Creates chart-level significant events when users make changes on theAdd/Edit Taskdialog box >Task Infotaband the Task Approval tab - Hanger 5.7 change. The event and the old and new settings are recorded on theAdd/Edit Taskdialog box>Historytab.
Unposted Transaction Deleted	Tracks whenever an unposted transaction is deleted from a batch. If a credit card was used for the transaction, the significant event record includes the last four digits of the credit card and the TransFirst® transaction number.
Unposted Transaction Modified	Tracks when any of the following fields are modified for an unposted transaction in Payment Entry: Tracking description Adj Amt Pay Amt Pay Code Adj Code Clm Reasons Ln Item Rsns Deduct The event is logged asUnposted Transaction Modified Batch Date: <mm/dd/yyyy> Batch Nbr: <xxxx> Batch Item Nbr: <xxxx>on theClinical History/Notestab of the patient chart. Because it tracks who changes the transactions, this significant event can help to prevent fraud.
Un-Reviewed Document Signed	Creates an ICS-related significant event.
User {0} NDC ID Changed	Creates an encounter level significant event when an NDC ID is changed on theNDC Data for this Chargedialog box.
User {0} NDC BOM Changed	Creates an encounter level significant event when the Basis of Measure field is changed on theNDC Data for this Chargedialog box.
User {0} NDC DUC Changed	Creates an encounter level significant event when the Drug Unit Price field is changed on theNDC Data for this Chargedialog box
User Created To-Do

System Level Significant Events

Field	Description
Crystal Report Viewed	Tracks when users view Crystal Reports inNextGen® Enterprise EHR.
NextGen® Enterprise EHR Report Exported	Tracks when users exportNextGen® Enterprise EHRreports.
Enterprise Credit Card Processing Settings Changed	Indicates credit card processing settings have been changed at the Enterprise level.
ICS Image Recalled from Patient Portal, Image not viewed	Creates a significant event when images that have not been viewed are recalled fromNextGen® PxP Portal.
ICS Image Sent to Patient Portal, all pages viewed	Creates a significant event when images are sent toNextGen® PxP Portal, and the pages of those images have been viewed.
ICS Image Sent to Patient Portal, Expedited preview	Creates a significant event when images sent toNextGen® PxP Portalhave been previewed.
ICS PAQ Item Accepted	Tracks any time an item is accepted in the PAQ.
ICS PAQ Item Added	Tracks any time an item is added in the PAQ.
ICS PAQ Item Reassigned	Tracks any time an item is reassigned in the PAQ.
ICS PAQ Item Rejected	Tracks any time an item is rejected in the PAQ.
ICS Image Recalled from Patient Portal, Image viewed	Creates a significant event when images that have been viewed are recalled fromNextGen® PxP Portal
Invalid Login Attempt - Username/Password	Tracks when users enter an invalid value for theUserandPasswordfields or tries to log in with the fields blank.
Memorized Report Deleted	Tracks any time a memorized report is deleted.
Multiple Station Logon Limit Exceeded	Tracks any time theNumber of Concurrent Logonsexceeds the value allowed as per the universal preferenceMaximum Number of Concurrent Logons. To view the setting, seeUniversalPreferences,General OptionsTab.
Multiple Station Logon Not Allowed	Tracks when logging in to multiple stations/sessions is not allowed, but attempt is made to login to multiple stations/sessions.
New User Added	Tracks when new users are created in the System Administrator application and records user, workstation used, date, and time.
Page Imported	Creates a system-level significant event when users perform a file, page, or directory import. This event does not track auto directory import. The significant event record displays in theImage Propertiesdialog box in NextGen ICS.
Page Scanned	Tracks when users scan a page. This significant event displays only on the Significant Event report.
Patient Discount <Name of Discount> Created	Reserved for future use.
Patient Discount <Name of Discount> Deleted (WIP)	Reserved for future use.
Patient Discount <Name of Discount> Edited	Reserved for future use.
Person/Patient Lookup Criteria	Displays the patient records that users have searched for. If the event is enabled, then when you search for a person or patient, the application records the search criteria. For example, if you search for John Doe with a birthdate of 01/01/1950, the following event is recorded: (Last): Doe, (First/Preferred Name): John, (DOB): 01/01/1950
Reports Ran By User	Creates a practice-level significant event to track the details of report generation every time a user runs a report. The Significant Event message contains the following information: User who ran the report. Date and time that the report completed. The Filter Criteria used to run the report (as printed in the report footer) displays in thePost Modcolumn. Note: Nothing displays in thePre Modcolumn.
Security Item Modified	Tracks security rights that are modified for user groups in the System Administrator application. The information is recorded as a system-level significant event in the format ofSecurity Item Modified, Group: <group name>, along with whether it is an Operations or Modules right, the security right name, its previous and current settings, and the user who made the change.
Service Item Modified	Tracks all pricing updates made to SIMs that result from SIM Pricing Templates. The detail that this significant event logs includes the SIM Library Configuration applied, who performed the update, and when it occurred. In addition to updates initiated by users, the tracking includes changes made by SIM Pricing Template Updates in NextGen BBP. You can view significant events of this type in the Service Item library >Notes/Significant Eventstab.
Valid Login	Tracks each time a user logs on to anyNextGen® Enterpriseapplication.
Valid Logout - NextGen® Enterprise EHR	Tracks each time a user logs offNextGen® Enterprise EHR.
Valid Logout - NextGen® Enterprise PM	Tracks each time a user logs offNextGen® Enterprise PM.
Valid Logout - ICS	Tracks each time a user logs off NextGen ICS.

In Progress Status Significant Event

Recommendations

Additional In Progress Status Security Rights

Significant Events Reference List

Significant Events Reference List

Enterprise Level Significant Events Reference List

In Progress Billing Setup

Significant Events for Encounters

In Progress Status Significant Event

Additional In Progress Status Security Rights

Significant Events Reference List

Significant Events Reference List

Enterprise Level Significant Events Reference List

In Progress Billing Setup

Significant Events for Encounters