Patient Chart Demographics with Providers Report Columns

The following columns are available on the Patient Chart Demographics with Providers report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the Patient Chart
Pat Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Prior Lst Name	Prior Last Name	Patient Information
Moth Maiden Name	Mothers Maiden Name	Patient Information
Md Rc	Medical Record Number	Patient Chart
Md Rc Term Dig	Medical Record Number Terminal Digit Note: Enables you to sort based on the last two digits.	Patient Chart
Guar Name	Guarantor Name	Guarantor Information
Pat/Guar Rel	Guarantor's Relation To Patient	Guarantor Information
Contact Pref	Contact Preference	Patient Information > Demographics
Hm Phone	Home Phone	Patient Information > Demographics
Home Phone Pos	Home Phone Position	Patient Information > Demographics
Home Phone Comment	Home Phone Comment	Patient Information > Demographics
Day Phone	Day Phone	Patient Information > Demographics
Day Phone Pos	Day Phone Position	Patient Information > Demographics
Day Phone Comment	Day Phone Comment	Patient Information > Demographics
Alt Phone	Alternate Phone Number	Patient Information > Demographics
Alt Phone Pos	Alternate Phone Position	Patient Information > Demographics
Alt Phone Comment	Alternate Phone Comment	Patient Information > Demographics
Sec Hm Phone	Secondary Home Phone	Patient Information > Demographics
Sec Hm Phone Pos	Secondary Home Phone Position	Patient Information > Demographics
Sec Hm Phone Comment	Secondary Home Phone Comment	Patient Information > Demographics
Email Addr	Email Address	Patient Information > Demographics
Email Addr Pos	Email Address Position	Patient Information > Demographics
Email Addr Comment	Email Address Comment	Patient Information > Demographics
Cell Phone	Cell Phone	Patient Information > Demographics
Cell Phone Pos	Cell Phone Position	Patient Information > Demographics
Cell Phone Comment	Cell Phone Comment	Patient Information > Demographics
SSN	Social Security Number	Patient Information
Birth Dt	Birth Date	Patient Information
Pat Age	Patient Age	Patient Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Exp	Expired Indicator	Patient Information > Demographics
Exp Dt	Expiration Date	Patient Information > Demographics
Sex	Sex at Birth	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Mar	Marital Status	Patient Information > Demographics
Smk	Smoker Indicator	Patient Information > Demographics
Vet	Veteran Indicator	Patient Information > Demographics
Emp	Employer	Patient Information > Employer
Addr 1	Patient Address 1	Patient Information > Demographics
Addr 2	Patient Address 2	Patient Information > Demographics
City	Patient City	Patient Information > Demographics
State	Patient State	Patient Information > Demographics
Zip	Patient Zip Code	Patient Information > Demographics
Country	Patient Country	Patient Information > Demographics
County	County	Patient Information > Demographics
Prim Care Phys	Primary Care Provider	Patient Information > Demographics
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information > Demographics
Rendering	Default Rendering Provider	Patient Chart > Patient Information > Chart Details
Referring	Default Referring Provider	Patient Chart > Patient Information > Chart Details
Provider SubGrp 1	Provider Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Provider SubGrp 2	Provider Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Co-Managed	Co-Managed Provider	Patient Chart > Patient Information > Chart Details
Mrkt Plan Name	Marketing Plan Name	Patient Chart > Patient Information > Chart Details
Mrkt Plan Type	Marketing Plan Type	Patient Chart > Patient Information > Chart Details
Mrkt Comments	Marketing Plan Comments	Patient Chart > Patient Information > Chart Details
Cont	Contact Name	Patient Chart > Patient Information > Relationship/Contact/Guar
Lst Enc	Last Encounter Number	Encounter Maintenance
Lst Enc Dt	Last Encounter Date	Encounter Maintenance
Lst Enc Loc Name	Last Encounter Location	Encounter Maintenance
Task Cnt	Task Count	Worklog Manager
Mrkt Desc	Marketing Description	Patient Chart > Patient Information > Chart Details
Stmt	Print Statement Indicator	Patient Chart > Encounters > General
Lst Stmt Prt Dt	Last Statement Print Date	Patient Chart > Encounters > General
Lst Ltr Date	Last Letter Print Date	Patient Chart > Encounters > General
HOH Name	Head of Household Name	Patient Information > UDS
SlidingFee Desc	Sling Fee Description	Patient Information > UDS
SlidingFee Eff Dt	Sliding Fee Effective Date	Patient Information > UDS
SlidingFee Exp Dt	Sliding Fee Expiration Date	Patient Information > UDS
Fam Size	Head of Household Family Size	Patient Information > UDS
Fam Yr Inc	Head of Household Family Income	Patient Information > UDS
Ref	Refused To Report Income	Patient Information > UDS
Verify Dt	Head of Household Verify Date	Patient Information > UDS
Pct Poverty	Percent of Poverty	Patient Information > UDS
Poverty Cat	Poverty Category	Patient Information > UDS
Chart UD 1 - 8	Chart User Defined 1 - 8 Fields Note: User Defined names are from Practice Preferences > Chart.	Patient Chart > Patient Information > Chart Details
Pat Sts	Patient Status	Patient Information > Status
Pat Sts Rsn	Patient Status Reason	Patient Information > Status
Client Def 1 - 14	Enterprise Client Defined 1 - 14 Fields Note: Client Defined names are from Enterprise Preferences > Client Defined Tab.	Patient Information > Client Defined
Priv Iss	Privacy Notice Issued Date	Patient Information > Privacy
Priv Rec	Privacy Notice Received Date	Patient Information > Privacy
Priv Notes	Privacy Notes	Patient Information > Privacy
Priv Reas	Privacy Reason	Patient Information > Privacy
Race	Race	Patient Information > Demographics Note: Multiple entries are separated by commas.
Preferred Language	Preferred Language	Patient Information > Demographics
Corr Language	Correspondence Language	Patient Information > Demographics
Religion	Religion	Patient Information > Demographics
Church	Church	Patient Information > Demographics
Ethnicity	Ethnicity	Patient Information > Demographics Note: Multiple entries are separated by commas.
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker Status	Migrant Worker Status	Patient Information > UDS
Language Barrier	Language Barrier	Patient Information > UDS
Primary Med Cov	Primary Medical Coverage	Patient Information > UDS
Crt Dt	Create Date	Creation Date
Ext ID	External ID	Patient Information > External
Preference Name	Patient Provider Preference Name	Patient Information > Providers
Provider Name	Patient Provider Name	Patient Information > Providers
Eff Date	Patient Provider Effective Date	Patient Information > Providers
Exp Date	Patient Provider Expiration Date	Patient Information > Providers
Exp Reason	Patient Provider Expiration Reason	Patient Information > Providers
Provider Specialty	Patient Provider Specialty	Patient Information > Providers
Public Housing Pri Care	Public Housing Primary Care	Patient Information > UDS
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Community Code	Community Code	Patient Information > Demographics
Tribal Affiliation	Tribal Affiliation	Patient Information > UDS
Blood Quantum	Blood Quantum	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Patient Information > UDS
Classification/Beneficiary	Classification/Beneficiary	Patient Information > UDS
Descendancy	Descendancy	Patient Information > UDS
Consent To Treat Date	Consent To Treat Date	Patient Information > UDS
Notification Preferences	Patient selected Notification Preferences	Patient Information > Demographics > Notifications field Note: If the Make Notifications in Person Demographics Practice specific option is enabled in Practice Preferences > Patient Notifications, then data pulls from the " patient_notifications " table in the database. If the option is not enabled, then data pulls from the " person " table.
Portal Enrollment	Patient Portal Enrollment Status indicates the patient's current NextGen® PxP Portal status. For more information, go to NextGen Healthcare Success Community, and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM .	Patient Portal Enrollment Information
Patient Enrollment Response	Displays the patient's response for declining or deferring to enroll in NextGen® PxP Portal.	Add Patient Information window Modify Patient Information window
Imm Reg	Immunization Registry Name Note: This column is available only if the Show Immunization Registry Patient Status in PM option is enabled in Practice Preferences > External.	Patient Information > Status
Imm Sts	Immunization Patient Status Designation Note: This column is available only if the Show Immunization Registry Patient Status in PM option is enabled in Practice Preferences > External.	Patient Information > Status
Pln Name	Next Due Recall Plan Name	Recall Plan
Pln Due Dt	Next Due Recall Plan Return Date	Recall Plan
Nxt Appt Dt	Next Appt Date Greater Than Todays Date	Appointment
Nxt Beg Tm	Next Appt Begin Time Greater Than Todays Date	Appointment
Nxt Event	Next Appt Event Greater Than Todays Date	Appointment
Imm Rem	Immunization Reminder Publicity Code Note: This column is available only if the Show Immunization Registry Patient Status in PM option is enabled in Practice Preferences > External.	Patient Information > Status
Exempt from Person Merge	Exempt from Person Merge Indicator	Patient Information
Payer	Primary Payer	Insurance Information
Financial Class	Financial Class	Insurance Information
Gender Identity	Patient Gender Identity	Patient Information Note: Multiple entries are separated by commas. In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Sexual Orientation	Patient Sexual Orientation	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Preferred Pronoun	Patient Gender Pronoun	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Current Gender	Current Gender	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
Pharmacy 1 Name	Pharmacy 1 Name	Patient Information > Pharmacy
Pharmacy 1 Phone Number	Pharmacy 1 Phone Number	Patient Information > Pharmacy
Valid Billing Addr	Valid Billing Address	Real-time address validation message from the USPS.
Valid Sec Addr	Valid Secondary Address	Real-time address validation message from the USPS.
EDI Appointment Reminders	Appointment reminders can be sent by: Email Text Voice Opt Out (patient does not want a reminder)	Person Demographics
EDI Balance Reminders	Balance reminders can be sent by: Email Text Voice Opt Out (patient does not want a reminder)	Person Demographics
EDI Recall Plans	Recall plan reminders can be sent by: Email Text Voice Opt Out (patient does not want a reminder)	Person Demographics

Filter 1

Use parameters to filter data on the report:

Create Date: Include patients created within a date range.
Provider Effective Date: Include patients that have preferred providers with effective dates within a date range.
Expired: Include/exclude expired patients. Select either Only, Exclude, or Include All (default).
No Encounter for n Days: Include patients with no encounters within a number of days.
Provider Preferred Name: Include patient with specific preferred provider types.

Filter 2

Use columns to filter data on the report. Column filter options include the following:

Between
Equals
Not Equals
Greater Than
Less Than
Like

Additional Filters

Use additional filters to filter data on the report. Additional filters include the following:

Marketing Plan Type
Patient Providers
Patient Status
Primary Providers
Provider Subgrouping 1
Provider Subgrouping 2
Referring Providers
Rendering Providers

Sorting

Use columns to sort and group data on the report. Column sorting options include the following:

Ascending
Descending
Group By
Page Break

Note: Columns that are not available for Group By or Page Break are indicated by 'n/a'.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: Columns that are not available for totals are indicated by 'n/a'.

Patient Chart Demographics with Providers Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

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