Filter Dates

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

File Maintenance Help for NextGen® Enterprise

Open Report Filter

Do one of the following: In NextGen® Enterprise PM select a report from the Reports menu. Right-click on an open report, and select Filter. The NextGen Report Filter window for the selected report opens. Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Open Report Filter

Do one of the following: In NextGen® Enterprise PM select a report from the Reports menu. Right-click on an open report, and select Filter. The NextGen Report Filter window for the selected report opens. Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Open Report Filter

Do one of the following: In NextGen® Enterprise PM select a report from the Reports menu. Right-click on an open report, and select Filter. The NextGen Report Filter window for the selected report opens. Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

Filter Dates

Recommendations

Filter Dates

Setting Report Columns and Filters

Open Report Filter

Open Report Filter

Open Report Filter

Setting Report Columns and Filters

Filter Dates

Filter Dates

Setting Report Columns and Filters

Open Report Filter

Open Report Filter

Open Report Filter

Setting Report Columns and Filters