NextGen Knowledge Center

Run the Daily Charges Report Sorted by Sequence Number

The Seq# (Charge Sequence Number) column on the daily Charges report shows the order that the charges are listed on the Charge Posting window. The sequence number for a charge is based on its order on the Charge Posting window. The charges are sequenced in ascending order beginning with number 1, starting with the first charge in the ledger area of the window and continuing through the last charge listed. When charges are promoted or demoted on the Charge Posting window, the sequence numbers are automatically updated.

To track the order of the charges listed on the Charge Posting window, you can generate a daily Charges report sorted by sequence number. Because the charges can be promoted or demoted, the Create Date is not a reliable way to sort the data on the report, since the Create Date doesn't change but the sequence numbers do. Therefore, sorting the report by sequence number shows the order that the charges are listed in the ledger area.

  1. Access NextGen® Enterprise PM.
  2. From the Reports menu, select Daily, and then Charges.
    The NextGen Report Filter window appears.
  3. From the Settings List on the left, select Columns.
  4. Select the check boxes for the following columns to include them on the report:
    • E/I Source Number
    • Seq# Charge Sequence Number
    • Sv It Service Item ID

    Select additional columns for the report as needed.

  5. From the Settings List on the left, select Filter 1.
  6. In the Charge Type field, select the Encounter check box to include charges entered on encounters. Select additional criteria for the report as needed.
  7. From the Settings List on the left, select Sorting.
  8. Select and deselect check marks using the following sort order criteria to ensure the report is run based on the charge sequence number:
    • Select check marks for E/I under Ascending and Group By.
    • Select check marks for Seq# under Ascending.
    • Deselect all check marks for Sv It (Service Item).
  9. To generate the report with charges sorted by sequence number, select OK.