Sort Report Data

Column	Description
Column	Contains the heading names for the report columns. Note: If you select a column for sorting, make sure it is also selected on the Columns filter so it displays on the report.
Ascending/ Descending	For each column you want to use for sorting, select the appropriate column to indicate whether to sort the rows in ascending or descending order according to the data in that column. Ascending order sorts the information from A to Z. Descending order sorts the information from Z to A.
Group By	You can further group the items that will be sorted. Select the column to indicate that the rows will be grouped by the data in the column. In reports that contain totals, the grouping produces a subtotal.
Page Break	If data will be grouped by a column, you can select the Page Break column to indicate that a page break occurs after the grouped section. You can only add a page break when you select Group By.

File Maintenance Help for NextGen® Enterprise 8

Sorting and Grouping Report Data

From the Sorting option in the Report Filter window Settings List, you can sort and group the rows in a report to determine the order that report information appears. The list position indicates the sorting priority. The arrows move the columns names up or down the list. The report sorts the items higher in the list first. For example, if a report has the columns Prac Name column is first in the list and Loc Name column is second, the report sorts according to the practice name and then by location name. For more information on the different columns, see Sort Report Data section. Note: Sort order does not affect column order in the report. You set column order in the Columns filter options, see Select Report Columns. Sort Report Data Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report Columns

The following columns are available on the Statement Exceptions report: Column Name Description Data Populates From E/I/A/B Source Number Displays one of the following: Account Number (when Source Type = Account) Encounter Number (when Source Type = Encounter) Source Type Source Type Displays one of the following: Account Encounter Guar Name Guarantor Name Account Profile Pat Name Patient Name Patient Information Dt of Svc Date of Service Charge Posting Sv It Service Item ID Charge Posting Sv It Desc Service Item Description Charge Posting Amt Amount Account Profile > Encounters Detail tab Error Description Error Description Displays one of the following: Rendering provider is missing SIM library is missing/outdated Statement has zero balance Statement has credit balance Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Use columns to sort and group data on the report. Column sor

File Maintenance Help for NextGen® Enterprise 8

Report Totals

Reports can include column totals in the form of sums, averages, or counts. The Totals filter option is located in the Report Filter window Settings List. Use the following table to help you set your report Totals filter. Report Heading Description Column Contains the heading names for the report columns. Note: If you select a column for totals, make sure it is also selected on the Columns filer so it displays on the report. Sum/ Average/ Count Determines the totals you want to include in your report. A indicates the information selected. You can select only one option for each column name. Sum: Total of all the numbers in the column added together. Average: Average of the column (the sum divided by the number of records in the column). Count: Total number of records in the column. Note: When n/a displays for an item, you cannot select the indicated total option. For example, n/a would display for dates because you cannot sum or average dates. Total Adds the sums from all columns to de

File Maintenance Help for NextGen® Enterprise 8

Non-Coordinated SIM Library Listing Report Columns

The Non-Coordinated SIM Library Listing report includes information from the Non-Coordinated SIM Library in File Maintenance. Information on the report pulls from the Non-Coordinated Service Item Library Maintenance window. The report includes the following information: Column Description Data Populates From Description Description Description field Crt Dt Create Date Who/When > Modification Information > Creation Date & Time field Created By Created By Who/When > Modification Information > Creator field Mod Dt Last Modified Date Who/When > Modification Information > Modified Date & Time field Modified By Last Modified By Who/When > Modification Information > Last Modified By field Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break Note: Columns

Help Guide for NextGen® Enterprise PM 8

Configure Sorting for an Enhanced Report

The Sorting configuration allows you to use columns to sort and group the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Sorting. The Sorting window appears. Note: The Sorting options (columns) available for selection are different on each report. Modify the Sorting options as needed for the report. Select a column, and then select one of the following check boxes for the column: Ascending: To sort numerical data from lowest to highest, and alphabetical data from A to Z. Descending: To sort numerical data from highest to lowest, and alphabetical data from Z to A. To group data on the report by a selected column, select the Group By check box. To arrange the selected columns in the desired sort order, for example primary sort, secondary sort, etc, highlight a column and then select the blue up and down arrow buttons to move the position of the column. When finished, do one of the following:

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date within a date range. Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

Sort Report Data

Recommendations

Sorting and Grouping Report Data

Statement Exceptions Report Columns

Report Totals

Non-Coordinated SIM Library Listing Report Columns

Configure Sorting for an Enhanced Report

Recalculation Results Report Columns

Sorting and Grouping Report Data

Statement Exceptions Report Columns

Report Totals

Non-Coordinated SIM Library Listing Report Columns

Configure Sorting for an Enhanced Report

Recalculation Results Report Columns