Report Toolbar for Enhanced Reports

Help Guide for NextGen® Enterprise PM 8

Enable Enhanced Reporting

Enhanced Reporting is enabled for select reports in NextGen® Enterprise PM from Practice Preferences > Reports. Access Practice Preferences. In the Preference List on the left, select Reports. To enable enhanced reporting, select the Use enhanced reporting with paging. In the Maximum records to display on screen field, select the maximum number of data records to display on the screen per page when an enhanced report is generated. The default value is 25. In the Enhanced Report Selection field, select or deselect the desired reports individually, or right-click and choose Select All or Deselect All from the menu. Note: If Use enhanced reporting with paging is selected, then this field is required. If no reports are selected, the following prompts displays when the OK button is selected: No enhanced report was selected. Please select at least one enhanced report. To save changes and close the window, select OK. Enhanced Reporting Indicators Parent topic: Enhanced Reports in NextGen Ente

Help Guide for NextGen® Enterprise PM 8

Configuration Options for Enhanced Reports

When an enhanced report is selected from the Reports menu in NextGen® Enterprise PM, the Configuration Options window opens. The window has a different look-and-feel from the Report Filter window that opens for non-enhanced reports. Though the windows look different, their functionality is basically the same. The various Configuration Options available for the selected report are listed on the left side of the window. By default, the Columns configuration is displayed when the window first opens. From any Configuration Option listed on the left, the following buttons are available at the bottom of the window: Save Report Options: Select the button to memorize, or save, the current configuration options for the report. Refresh Report: Select the button to generate the report using the current configuration options. Close: Select the button to close the current configuration options window. Configure Columns for an Enhanced Report Configure Filter1 for an Enhanced Report Configure Filter

Help Guide for NextGen® Enterprise PM 8

Report Toolbar

After a report generates and appears on screen, a report toolbar displays across the top of the report window. The toolbar buttons can be used to perform a variety of actions and functions when working with a report in NextGen® Enterprise PM. Report Toolbar Buttons Exporting Reports Search for Text on a Report Graph a Report Parent topic: NextGen Enterprise PM Reports

Help Guide for NextGen® Enterprise PM 8

Enhanced Reports in NextGen® Enterprise PM

An Enhanced Reporting feature can be enabled to improve the system performance for specific reports in NextGen® Enterprise PM. These are reports that are typically database intensive when they are generated due to the large amount of data being reported. When enabled, a new user interface and paging mechanism is utilized that allows these reports to be generated, viewed, printed and exported in a timelier manner. Enhanced Reporting is available for the following reports: General Significant Events Claim Status Estimate Patient Cost Daily Activity Detail By Line Item Payments By Transaction Payments By Encounter Payments Accounts Receivable Aging Analysis by Encounter Aging Analysis by Line Item Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis – Age Responsible Balances Only Monthly Change in Accounts Receivable by Encounter Change in Accounts Receivable by Line Item Service Item Summary Extended Amount and Transactions Service Item Summary Transaction Sourc

Help Guide for NextGen® Enterprise PM 8

Enhanced Reporting Indicators

From the Reports menu in NextGen® Enterprise PM, an asterisk (*) at the end of a report name indicates Enhanced Reporting has been enabled for the report. In addition, when an enhanced report is selected from the menu, the title bar at the top of the desktop in NextGen® Enterprise PM indicates Enhanced Report Mode. The banner displays as: Practice Name- [Report Name- Enhanced Report Mode]. Parent topic: Enable Enhanced Reporting

Help Guide for NextGen® Enterprise PM 8

Display Information about a Report

You can display useful information about a report prior to generating the report in NextGen® Enterprise PM. The information displayed for each report includes the following: Logic Filtering Info Common Uses Balances to the Following Reports Access NextGen® Enterprise PM. From the Reports menu, select the desired report. The NextGen Report Filter window appears. Select the Info button. The Report Information window appears. To close the window, select Close. Reports with Info Button Parent topic: NextGen Enterprise PM Reports

Report Toolbar for Enhanced Reports

Recommendations

Enable Enhanced Reporting

Configuration Options for Enhanced Reports

Report Toolbar

Enhanced Reports in NextGen® Enterprise PM

Enhanced Reporting Indicators

Display Information about a Report

Enable Enhanced Reporting

Configuration Options for Enhanced Reports

Report Toolbar

Enhanced Reports in NextGen® Enterprise PM

Enhanced Reporting Indicators

Display Information about a Report