Reports in File Maintenance

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

File Maintenance Help for NextGen® Enterprise 8

Report Types

The Master Files Report Types are user-defined to let you set up groupings or categories for your memorized reports. In File Maintenance, select Master Files - Practice > Report Types. The Report Types List window opens. Select Open Menu, and then select New. The Report Type window opens. Enter the name of the report type, and then select OK. Parent topic: Master Files - Practice

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

File Maintenance Master Files Reports

The File Maintenance Master Files reports provide information on the system-specific and practice-specific master file confguration detail. Alternate Payer Listing Report Alternate Payer Configuration Report Program Listing Report Program with Threshold Rules Report Recall Plan Master Report CPT4 Code Master Report Locations Master File Report Location Master File Report enables you to create or modify locations. Payers Master File Reports Providers Master File Reports

File Maintenance Help for NextGen® Enterprise 8

Payers Master File Reports

The following File Maintenance reports are available for the Payers master file: Payer Listing Payer Listing Behavioral Health Rounding Rules Payers with Contract Information Payers with UB Location Specific Information Payers with Enterprise Secondary Information Payer with Practice Secondary Information Patient Insurance Listing Policy Holder Listing Payer Listing Report Payer Listing Behavioral Health Rounding Rules Report Parent topic: File Maintenance Master Files Reports

File Maintenance Help for NextGen® Enterprise 8

Run a Saved Report in File Maintenance

After saving, or memorizing, a report, you can run it whenever necessary. Note: If you memorized a report in a previous version of the application, a message warns you that the original report type might have been changed. It is recommended that you delete old reports and use the new version's report templates to set them up again. To run a saved report: From the Reports menu, select Memorized Reports. The Memorized Reports window displays the list of saved reports. Any memorized NextGen® Enterprise PM reports are also included in the list. Under Report Type, select the kind of report you want to run. In the list of reports, right-click on the report, and then select Open. The filters for the report opens. Run the report as it was memorized or modify the filter to fit your current needs. Parent topic: Memorizing Reports

Reports in File Maintenance

Recommendations

Reports in File Maintenance

Report Types

Memorizing Reports

File Maintenance Master Files Reports

Payers Master File Reports

Run a Saved Report in File Maintenance