Report Types

File Maintenance Help for NextGen® Enterprise 8

Master Files - Practice

Unlike the Enterprise master files, which are shared across the enterprise, the Practice master files are practice-specific. Each practice must set up its own Practice master files. You access the Practice Master Files from File Maintenance > Master Files > Practice, and then select a master file type. Set Up Multiple Levels of Appt Reminder Letters Bulk Orderables - NextGen Enterprise EHR Population Management Hub Default User Prefs Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Set Up the Groups Master File Letter Types Letters Marketing Plans Patient Statuses Recall Plans Report Types Statement Parameter Mappings Master File Task Approval Profiles Task Workgroups

File Maintenance Help for NextGen® Enterprise 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

File Maintenance Help for NextGen® Enterprise 8

Reports in File Maintenance

File Maintenance has three kinds of reports that are available from the main menu: List reports: Reports you can generate from an open list, for example, from an item in the Payer List for the Payer master file. Memorized reports: Generic system reports that you have customized. If you want to save a customized report, you can have the application "memorize" it. Memorizing a report spares you from having to apply the same modifications each time you run the report. Memorizing a report only saves the parameters of the report, not the actual data. System generated reports: Pre-configured reports that provide information on specific areas. Group Listing report: Lists all user groups from the System Administrator and what permissions each group has. User Listing report: Lists all the users for each enterprise and practice. It also lists the security groups to which they are assigned. Generate and Print Reports from Open Lists Generate a Group Listing Report Generate a User Listing Report W

Help Guide for NextGen® Enterprise PM 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

NextGen® Enterprise EHR Help

Save a Summary Report

After you have set up a Summary Report, you should save the report. From the Report Filter, select the Save button. The Memorize Report window opens. Memorize Report Enter the name of the report. Select the Report Type. Note: Only the Report Types that have been set up in the File Maintenance are available for selection. Refer to your practice's System Administrator in regard to availability of Report Types. Select which users are allowed to run, modify and save the report you have created. Select OK. Parent topic: Creating and Using Summary Reports

File Maintenance Help for NextGen® Enterprise 8

Reports in File Maintenance

File Maintenance has three kinds of reports that are available from the main menu: Memorized reports Group Listing report User Listing report For more information, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise PM.

Report Types

Recommendations

Master Files - Practice

Memorizing Reports

Reports in File Maintenance

Memorizing Reports

Save a Summary Report

Reports in File Maintenance

Master Files - Practice

Memorizing Reports

Reports in File Maintenance

Memorizing Reports

Save a Summary Report

Reports in File Maintenance