Before You Can Memorize a System Generated Report

Help Guide for NextGen® Enterprise PM 8

Memorize a System Generated Report

In the following example, the Batch Listing report is used to explain the process of memorizing a report. Note: Memorizing a report only saves the parameters of the report, not the actual data. From the main toolbar select the Posting button. The Batch Listing window opens. Select the Open Menu icon and select Print and then select Batch Listing. The Batch Listing report generates and displays. Select the Report Filter toolbar button. The Report Filter: Batch Listing window appears. Select on the applicable tabs and set the report filter criteria. This functionality works the same as the other reports in the application. Select OK. The report regenerates based on the filter criteria. Select the Memorize Report toolbar button. The Memorize Report window opens. Create and enter a name for the report in the Save As field. Select the drop-down arrow in the Report Type field and then select the applicable type of report. In the Allowed to Run field, select the user allowed to run this repor

Help Guide for NextGen® Enterprise PM 8

Before You Can Memorize a System Generated Report

The following conditions must be met before you can memorize a system generated report: The format for a system generated report can only be memorized after the process has been run and the report is displayed on the window. The format for a system generated report that has been memorized can be changed using the report filter, but the Save button must be selected; selecting the OK button does not save changes to the memorized report. A system generated report of only one type can be memorized at a time for each practice. After the format for a system level report is memorized, that format is used anytime that system level report is generated. To stop using a memorized system generated report, it must be deleted from the Memorized Reports. Parent topic: Memorizing System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Memorizing System Generated Reports

On any report that displays after a process runs, such as the Batch Listing report or the Claim Production Status report, you can memorize the format of the report (if you have the security for Memorized System Level Reports). For system generated reports, you must first complete the process that generates the report. After the report displays on the window, you can: Use the report filter to change the format of the report. Have the system memorize the report. The next time the same process runs, the application uses the memorized report to display the report in the format you saved. You can use the Memorizing Reports function on the following list of system generated reports: Claim Production Status ERA Import Posting Batch Listing Bad Debt Statement Run Statement Late Fee SIM Global Update Wait List Address Change Before You Can Memorize a System Generated Report Memorize a System Generated Report Parent topic: NextGen Enterprise PM Reports

Help Guide for NextGen® Enterprise PM 8

Memorizing System Generated Reports

On any report that displays after a process runs, such as the Batch Listing report or the Claim Production Status report, you can memorize the format of the report (if you have the security for Memorized System Level Reports). For system generated reports, you must first complete the process that generates the report. After the report displays on the window, you can: Use the report filter to change the format of the report. Have the system memorize the report. The next time the same process runs, the application uses the memorized report to display the report in the format you saved. You can use the Memorizing Reports function on the following list of system generated reports: Claim Production Status ERA Import Posting Batch Listing Bad Debt Statement Run Statement Late Fee SIM Global Update Wait List Address Change Before You Can Memorize a System Generated Report Memorize a System Generated Report Parent topic: NextGen Enterprise PM Reports

Help Guide for NextGen® Enterprise PM 8

Memorize a System Generated Report

In the following example, the Batch Listing report is used to explain the process of memorizing a report. Note: Memorizing a report only saves the parameters of the report, not the actual data. From the main toolbar select the Posting button. The Batch Listing window opens. Select the Open Menu icon and select Print and then select Batch Listing. The Batch Listing report generates and displays. Select the Report Filter toolbar button. The Report Filter: Batch Listing window appears. Select on the applicable tabs and set the report filter criteria. This functionality works the same as the other reports in the application. Select OK. The report regenerates based on the filter criteria. Select the Memorize Report toolbar button. The Memorize Report window opens. Create and enter a name for the report in the Save As field. Select the drop-down arrow in the Report Type field and then select the applicable type of report. In the Allowed to Run field, select the user allowed to run this repor

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Run a Memorized Care Guideline Report

You can run a saved care guidelines report for the patient's record. You can generate and work with any reports that have been previously created and memorized (saved). CAUTION: The memorized report may take significant time and system resources to run. It is advisable to run this report after business hours. This report can only be run on care guidelines order items (formerly protocols), not on Recommended Care items. Open NextGen® Enterprise EHR. Select File > Reports > Report List.The Memorized Reports window opens. Select the Report Type. Select a report you want to generate and double-click it. Memorized Reports The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations checkbox has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message appears. If you want to continue, select Yes. If you do not wish to generate the report, select No. If modifica

Before You Can Memorize a System Generated Report

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