Reports
The Reports User Guide for NextGen® Enterprise PM provides information for configuring and generating reports in NextGen® Enterprise PM. You can create reports commonly used in your practice, and each report can be customized by selecting the desired columns, filters and sorting options.
You can generate reports from the following categories:
- Daily Reports: Reports in the Daily category provide the ability to run reports with full detail. These reports have "drill-down" functionality that enables you to double-click on a record to view or edit its details.
- Monthly Reports: Reports in the Monthly category provide summarized data to the lowest common denominator. Selecting fewer columns provides a shorter, more summarized report. These reports do not have “drill-down” functionality that enables you to double-click on a record to view or edit its details.
- Some reports in the Daily, Monthly and Accounts Receivable categories offer two options; By Encounter and By Line Item. These options relate to how the Financial Class and Payer information logic works on the reports.
- By Encounter: Charges and transactions are attributed to the primary payer on the encounter. For example, if a patient has Medicare primary and Blue Cross secondary, then charges are reported as Medicare, and all transactions posted against those charges are also reported as Medicare.
- By Line Item: Charges are attributed to the primary payer on the encounter, and transactions are attributed to the actual payer. For example, if a patient has Medicare primary and Blue Cross secondary, then charges are reported as Medicare, all Medicare transactions are reported as Medicare, and all Blue Cross transactions are reported as Blue Cross.
Many of the reports in NextGen® Enterprise PM can be run across multiple enterprises and practices. Some reports, such as scheduling reports, can only be run for one practice at a time. When memorized, the reports are available from the Reports button on the main toolbar in NextGen® Enterprise PM.