NextGen Knowledge Center

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.
  1. Access the Configuration Options window for the desired enhanced report.
  2. In the Configuration Options list on the left, select the desired filter. For example, Diagnosis Codes.
    The Filter window appears.

  3. To select specific filter items, select the Folder button in the upper-left corner of the window.
    The item selection window appears.

  4. 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.
  5. 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 left.
  6. When finished, select OK.

  7. To exclude data from the report that matches the selected filter items, select the Exclude ALL data equal to the selected records check box.
  8. To clear the selected filter items, select Clear All .
  9. When finished, do one of the following:
    • To configure additional filters for the report, select the desired Configuration Options on the left.
    • To generate the report, select the Refresh Report button.