Set Additional Filters

File Maintenance Help for NextGen® Enterprise

Set Additional Filters

Depending on the report, additional filter options may be available which are used in a similar manner. For example, the Significant Events report contains additional Practices and Sig Events Msgs filter options. Select the filter option in the Report Filter window Settings List. Select the Open Folder . The associated Available/Included window opens. Note: If you selected the Include ALL records of this type in the report check box in the filter options, the Included box appears empty, but the system is actually including all records for you by default. Parent topic: Filtering Report Data

Help Guide for NextGen® Enterprise PM 8

Set Additional Filters

Depending on the report, additional filter options may be available which are used in a similar manner. For example, the Significant Events report contains additional Practices and Sig Events Msgs filter options. Select the filter option in the Report Filter window Settings List. Select the Open Folder . The associated Available/Included window opens. Note: If you selected the Include ALL records of this type in the report check box in the filter options, the Included box appears empty, but the system is actually including all records for you by default. Parent topic: Filtering Report Data

File Maintenance Help for NextGen® Enterprise 8

Add a Significant Events Message to the Significant Events Report

In the Report Filter, select the Sig Events Msgs tab. Select Open File . The Significant Events Message window opens. To search for a message to include in the report, enter the search criteria in the Available field. Select the Search for keyphrase anywhere in this field check box if you want to see results that contain the phrase you are typing. To add a message, select the message in the Available list, then select . The message moves from the Available list to the Included list. To remove a message, select the message in the Included list, and then select . The message moves from the Included list to the Available list. Select OK. The messages you selected now displays in the Message box of the Sig Events Msgs tab. Parent topic: Significant Events Preferences

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Configure Additional Filters for an Enhanced Report

In addition to Filter 1 and Filter 2, other filters in the Configuration Options list allow you to define criteria for narrowing down the data on a report. Data must match the defined criteria on all filters to appear on the report. Note: The additional filter options available for selection are different for each report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select the desired filter. For example, Diagnosis Codes. The Filter window appears. To select specific filter items, select the Folder button in the upper-left corner of the window. The item selection window appears. To add filter items, select the items in the Available section on the left, and then select the right arrow button to move the items to the Included section on the right. To remove filter items, select the items in the Included section on the right, and then select the left arrow button to move the items to the Available section on the l

Set Additional Filters

Recommendations

Set Additional Filters

Set Additional Filters

Add a Significant Events Message to the Significant Events Report

Significant Events Report Columns

Significant Events Report Columns

Configure Additional Filters for an Enhanced Report

Set Additional Filters

Set Additional Filters

Set Additional Filters

Add a Significant Events Message to the Significant Events Report

Significant Events Report Columns

Significant Events Report Columns

Configure Additional Filters for an Enhanced Report