Open Report Filter

File Maintenance Help for NextGen® Enterprise 8

Select Report Columns

The Columns filter in the Report Filter displays a list of the available column names. You can select which columns to display on the report and their order. In the Report Filter, select Columns. Select the check boxes next to the desired column names and deselect any columns you do not wish to include. To change a column's position on the report, select the column name to highlight it, and then select the appropriate arrow to move the name up or down in the list. The columns in the list print from left to right, so moving a name up in the list shifts it further to the left of the report and moving it down shifts it closer to the right. Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Find Report Columns

To search for a column name, select Find. The Find window opens. Enter a search term and then select Find. If there is a match, it is selected in the list. You can select Find Next to locate another instance of your search term. Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Generate a Significant Events Report

Access NextGen® Enterprise PM. From the Reports menu, select General, and then Significant Events. The NextGen Report Filter window appears. Select the desired Columns, Filters, and Sorting for the report. To generate the report, select OK. The report displays on screen. Parent topic: Significant Events Report

NextGen® Enterprise EHR Help

Open the Report Filter

To open the Report Filter, do one of the following: To create reports for the Practice that you are currently logged on to, select File > Reports > Generate Report > Practice. To create reports for the Enterprise that you are currently logged on to, including any Practices in the Enterprise, select File > Reports > Generate Report > Enterprise. The NextGen Report Filter: Patient window opens. Report Filter Note: The options available in the Report Filter vary for Practice and Enterprise reports. Parent topic: Create and Use Custom Reports

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the 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 rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

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

Open Report Filter

Recommendations

Select Report Columns

Find Report Columns

Generate a Significant Events Report

Open the Report Filter

Setting Report Columns and Filters

Setting Report Columns and Filters

Select Report Columns

Find Report Columns

Generate a Significant Events Report

Open the Report Filter

Setting Report Columns and Filters

Setting Report Columns and Filters