Edit Chart Data

Help Guide for NextGen® Enterprise PM 8

Use the Chart Wizard

The Chart Wizard is the same as using the Chart Designer with the major difference being that the Wizard leads you through the process. Right-click anywhere on the chart and select Chart Wizard. The Gallery window opens. A gallery of chart examples appears. You can select from two dimensional (2D) or three dimensional (3D). Select one of the images from the Gallery and then select Next. The Style window opens with samples of styles to choose. Select the style you like for your chart and then select Next. The Layout window opens. In the Layout window you can specify the following: In the Chart Title field, enter the title for your chart. In the Chart Footnote field, you can enter a chart footnote, if needed. In the Chart Legend field, from the drop-down list, you can select one of the following options: None Left Right Top Bottom In the Series Data along field, you can select either Rows or Cols (columns). Under the Series Data along label, select Next. The Axes window opens. In the Cat

Help Guide for NextGen® Enterprise PM 8

Using Chart Designer

After the report is in a graph, you can format the graph using the Chart Designer. To format a graph, right-click on the graph and select Chart Designer from the menu to access the Chart Configuration window. Selecting a Chart Type Designing the Backdrop for Charts Adding Pictures to Charts Parent topic: Formatting a Report Graph

Help Guide for NextGen® Enterprise PM 8

Formatting a Report Graph

After you convert your report data into a graph, you can format the graph using the shortcut menu. Note: Each time you generate a report, the toolbar appears. That does not mean that you can create a graph for every report. Some reports are not compatible for graphing. The selections available on the Graph Formatting shortcut menu are: Menu Choice Description Chart Designer Using the Chart Designer, you can format everything from the source of chart (pie, bar, etc.) to the labels and pictures you want included. For more information on Chart Designer, see Using Chart Designer. Edit Chart Data Selecting Editing Chart Data displays the Edit Chart Data window so that you can edit the number totals that are affecting your graph. For more information on Edit Chart Data, see Editing Chart Data Wizard If you are not sure how to set up the graph, try using the Chart Wizard. The Chart Wizard leads you through, with examples, how to format the graph exactly as you like. For more information on Wi

Help Guide for NextGen® Enterprise PM 8

Graph a Report

After generating a report, you can graph the report to see the report data in a graphical format. Select the Graph Report button on the Report toolbar. The report graph window opens. In the Select row for the graph field, from the drop-down list, select one of the rows from your report to use as your X axis. In the Select column for the graph field, from the drop-down list, select one of the columns from your report to use as your Y axis. Select Graph. A graph of the report appears. At this point, you can do one of the following:you can select from the two toolbar buttons that display on the graph window: Print or Exit. You can select Print or Exit. You can right-click to display the Chart Formatting shortcut menu. Formatting a Report Graph Parent topic: Report Toolbar

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Office Holidays

You can designate specific days that your practice is closed for business. In File Maintenance, under Master Files, select System > Chart Tracking Preferences. The Chart Tracking Preferences window opens. Select the Office Holidays tab. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an item, select the item in the list, select Open Menu , and then select Open. The Office Holidays window opens. In the Name field, enter the name of the holiday, for example, Thanksgiving. In the Date field you can either enter the date or select the Calendar button and then select the date. Select Next to add another item or select OK to return to the Office Holidays tab. Note: If you are editing an existing holiday, the Next button does not display. If you want to delete a holiday, right-click a holiday in the Holiday list, and then select Delete. To save your office holiday list, select OK. Parent topic: Chart Tracking Preferences

NextGen® Enterprise EHR Help

Using the Reports Toolbar

Once you generate your report, you can use the Report Toolbar to perform various operations. Using the Report Toolbar, you can return to the Report Filter window, search for text on a report, open Report Options and Customize Report Header/Footer windows, as well as open a previously created and memorized (saved) report. You can access a patient's chart by double-clicking a patient's name displayed in the generated report. Parent topic: Working with a Generated Report Related reference Reports Toolbar Items

Edit Chart Data

Recommendations

Use the Chart Wizard

Using Chart Designer

Formatting a Report Graph

Graph a Report

Chart Tracking Office Holidays

Using the Reports Toolbar

Edit Chart Data

Use the Chart Wizard

Using Chart Designer

Formatting a Report Graph

Graph a Report

Chart Tracking Office Holidays

Using the Reports Toolbar