Memorized Report Information

Field	Description
Description	Name in which you save the report while memorizing.
Report Title	Title of the report which was memorized.
Enhanced Report	It indicates if the report is saved in enhanced or legacy mode.
Created By	Name of the user who created the memorized report.
Created	Date and time when the report was memorized.
Version	The NextGen Enterprise PM version in which the memorized report was created.
Last Run On	Date and time when the memorized report was opened.
Last Run By	Name of the user who opened the Memorized report.

Help Guide for NextGen® Enterprise PM 8

Restricting Access to Memorized Reports

Access to memorized reports is controlled by the user group security settings in System Administrator. The Operation rights that apply to memorized reports are: Access All Memorized Reports- Enables users to view, run, and modify any memorized report secured to another user. When set to Yes, it overrides the Memorized Report Modification, Memorized Report Run, and Memorized Report Save rights. Memorized Report Modification- Enables users to define the users and security groups that can modify memorized reports. Memorized Report Run- Enables users to define the users and security groups that can run and print memorized reports. Enables users to access the Reports icon for "memorized" reports. Memorized Report Save- Enables users to save memorized reports. Memorized System Level- Enables users to memorize System Generated reports that are automatically produced after a process is run (for example, Claim Production Status, Batch Listing, Bad Debt). Memorized User Level- Enables users to m

Help Guide for NextGen® Enterprise PM 8

Memorize a Report

Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat

Help Guide for NextGen® Enterprise PM 8

Run a Memorized Report

After a report is memorized, you can run it whenever needed if you have the appropriate security rights. Note: When you run a report that was memorized in a previous version of the application, a message might display alerting you that the original "base report" has changed in the new version of the application. For example, new columns may have been added to the Daily Charges report. You may want to review your current memorized report columns and filters to determine whether they should be modified based on changes to the base report in the new version. Do one of the following: Do one of the following: From the main toolbar, select the Reports button. From the Reports menu, select Memorized. The Memorized Reports window opens. In the Report Type field, select the category that you saved the memorized report. A list of memorized reports displays. From the list, select a memorized report and then do one of the following: Double-click to open the report. Right-click and select Open. The

Help Guide for NextGen® Enterprise PM 8

Delete a Memorized Report

When you delete a memorized report, you are not actually deleting that report; you are deleting the customized, memorized format. The original default formats restore after you delete the memorized version. Select the Reports toolbar button. The Memorized Reports window opens. Select the drop-down arrow in the Report Type field. Select the applicable report type category that the report was saved under. Select on the report name from the list that you want to delete. Right-click and select Delete. A confirmation message appears. Select OK. To close the Memorized Reports window, select Close. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Renaming Memorized Reports

You can rename reports from the Memorized Reports window by right-clicking on the report and selecting Rename. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Memorized Reports in NextGen Care® Population Management Hub

Reports can be created in NextGen® Enterprise PM using specific filters and qualifying criteria to identify a specific patient population, and then saved as a memorized report. These memorized reports can be accessed in NextGen® Enterprise EHR from the Population Management Hub > Cohorts tab and used to generate a patient list for outreach purposes, such as sending messages via NextGen Care® Outreach or NextGen® PxP Portal. For more information on memorized reports in NextGen Care® Population Management Hub, go to the NextGen Healthcare Success Community and download the Population Management Hub User Guide for NextGen Enterprise. Parent topic: Memorizing Reports

Memorized Report Information

Recommendations

Restricting Access to Memorized Reports

Memorize a Report

Run a Memorized Report

Delete a Memorized Report

Renaming Memorized Reports

Memorized Reports in NextGen Care® Population Management Hub

Restricting Access to Memorized Reports

Memorize a Report

Run a Memorized Report

Delete a Memorized Report

Renaming Memorized Reports

Memorized Reports in NextGen Care® Population Management Hub