Reports Menu

Help Guide for NextGen® Enterprise PM 8

Admin Menu

The options in the Admin menu may require specific user rights and permissions that are only available to the System Administrator. Note: Check with your System Administrator before making any changes to the settings. Tools Option Function Advanced Audit Setup To select items for the Advanced Audit Report Tool. For more information, go to the NextGen Healthcare Success Community and download the latest Audit Report Tool User Guide forNextGen®Enterprise. Preferences To configure certain windows at the enterprise and practice levels for the following options: Enterprise Practice Significant Events User - General, Locations, SchedulingFor more information on configuring preferences at the enterprise and practice levels go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise . Scheduling Admin To set up the following: Your resources and classes The type of events and event chains that can be scheduled Categories Templates

Help Guide for NextGen® Enterprise PM 8

Desktop Menu Bar

Desktop menu bar The menu bar on the main window in NextGen® Enterprise PM comprises the following menus: File Edit Tasks Reports Admin Window Help File Menu The File menu contains printer settings, print forms, processes and tools related to the handling of reports and various menu options. Edit Menu The Edit menu contains standard windows commands to cut, copy, and paste text. Tasks Menu The Tasks menu contains options, such as Lookup, Advisor, Appointment Book, and Appointment Search in NextGen® Enterprise PM. Reports Menu You can can create reports or view preconfigured reports that provide information on specific areas of your practice. Admin Menu The Admin menu enables you to set up Advance Audit and customize preferences. Window Menu The Window menu displays a list of all windows currently open in NextGen® Enterprise PM. Help Menu The Help menu provides access to help files and information about your current settings. Parent topic: Viewing the Desktop Layout

Help Guide for NextGen® Enterprise PM 8

System Generated Reports

These descriptions are for the reports that install with NextGen® Enterprise PM. These reports automatically generate using the default columns, filters, sorting features, and totals. However, you can change and memorize, or save, report options to create reports that fit your needs. General Reports Accounts Receivable Reports Scheduling Reports Task Reports Health Center Reports Document Management Reports Daily Reports Monthly Reports System Reports Parent topic: Reports

Help Guide for NextGen® Enterprise PM 8

Viewing the Desktop Layout

NextGen® Enterprise PM opens to the main desktop window, when you log on using your credentials. You can access various areas and functions of NextGen® Enterprise PM from the main desktop window. The NextGen® Enterprise PM main window comprises the following components. Title bar Menu bar Toolbar Status bar PM Desktop Layout and User Preferences User Guide forNextGen®Enterprise PM provides details regarding the basic desktop layout and about the general, location, and appointment scheduling user preferences. Desktop Title Bar The title bar on NextGen® Enterprise PMdisplays the name of the practice you are currently logged on. Desktop Menu Bar The menu bar options on the main menu bar of NextGen® Enterprise PMenable you to access commonly-used features of the application and customize preferences. Desktop Toolbar You can customize the display settings of NextGen® Enterprise PM toolbar to change the background color, display captions and tooltips. Desktop Status Bar You can view status o

NextGen® Enterprise EHR Help

Custom Reports

Report Filter allows you to generate, view and print custom created reports. Reports could be built for either a specific practice (that you used to logon to the application) or a specific enterprise (that you used to logon to the application). Note: To create and generate NextGen® Enterprise EHR reports, there must be report types set up in File Maintenance. For the availability of report types, refer to your practice's System Administrator. The NextGen® Enterprise EHR Custom Reports use patient demographic information (such as First Name, Last Name, Gender, Address, Date of Birth, and so on) for filtering and pulling specific data from a patient's chart based on custom-build criteria, such as: Template data Diagnosis data Procedure data Allergy data Medication data Laboratory data Parent topic: Create and Use Custom Reports

NextGen® Enterprise EHR Help

Create and Use Custom Reports

NextGen® Enterprise EHR enables you to create, generate, and work with NextGen® Enterprise EHR custom reports. You can also use NextGen® Enterprise EHR report filters to create NextGen® Population Health Solutions patient reminder communications. Custom Reports Creating Custom Reports Open the Report Filter Report Filter Examples Use NextGen Enterprise EHR Report Filters to Create NextGen Population Health Solutions Patient Reminder Communications Selecting and Sorting Report Columns Selecting Data and Generating Reports Select Report Options Saving and Working with Reports Creating and Using Summary Reports Generate and Work with Reports Parent topic: NextGen Enterprise EHR Reports

Reports Menu

Recommendations

Admin Menu

Desktop Menu Bar

System Generated Reports

Viewing the Desktop Layout

Custom Reports

Create and Use Custom Reports

Admin Menu

Desktop Menu Bar

System Generated Reports

Viewing the Desktop Layout

Custom Reports

Create and Use Custom Reports