Search for Text on a Report

NextGen® Enterprise EHR Help

Search for Text on a Report

The search feature enables you to: View multiple matches of a record Use the Next and Previous buttons to search through the matches View matches in highlighted cells To use the report search feature, do the following: From the report toolbar, select Search for Text button. The Find window opens. In the Find what field, enter a search word and then select Find. The Number of item(s) found displays at the bottom of the Find window and the matching records are highlighted in yellow on the report. The first matching record is highlighted in orange. Use the Next and Previous buttons to scroll through the matching records. To further filter your search results, select the Match case check box. To exit the Find window, select Cancel. Parent topic: Working with a Generated Report

File Maintenance Help for NextGen® Enterprise 8

Find Report Columns

To search for a column name, select Find. The Find window opens. Enter a search term and then select Find. If there is a match, it is selected in the list. You can select Find Next to locate another instance of your search term. Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Select Report Columns

The Columns filter in the Report Filter displays a list of the available column names. You can select which columns to display on the report and their order. In the Report Filter, select Columns. Select the check boxes next to the desired column names and deselect any columns you do not wish to include. To change a column's position on the report, select the column name to highlight it, and then select the appropriate arrow to move the name up or down in the list. The columns in the list print from left to right, so moving a name up in the list shifts it further to the left of the report and moving it down shifts it closer to the right. Parent topic: Setting Report Columns and Filters

NextGen® Enterprise EHR Help

Using the Reports Toolbar

Once you generate your report, you can use the Report Toolbar to perform various operations. Using the Report Toolbar, you can return to the Report Filter window, search for text on a report, open Report Options and Customize Report Header/Footer windows, as well as open a previously created and memorized (saved) report. You can access a patient's chart by double-clicking a patient's name displayed in the generated report. Parent topic: Working with a Generated Report Related reference Reports Toolbar Items

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

Help Guide for NextGen® Enterprise PM 8

Configure Columns for an Enhanced Report

The Columns configuration allows you to select the desired columns and display order for data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Columns. The Columns window appears. Note: The columns available for selection are different on each report. Modify the Columns as needed for the report. To add or remove columns, do the following: Select the check box to the left of the Column Name to select or deselect the desired columns individually. Right-click in the Column Name column and choose Select All or Deselect All from the menu. To locate a specific column in the list, enter all or part of the Column Name or Description in the Find field at the top of the window. The first column matching the entered text is automatically highlighted. Select Enter or select the right arrow button to locate the next column matching the entered text. To arrange the selected columns in the desired display order

Search for Text on a Report

Recommendations

Search for Text on a Report

Find Report Columns

Select Report Columns

Using the Reports Toolbar

Setting Report Columns and Filters

Configure Columns for an Enhanced Report

Search for Text on a Report

Find Report Columns

Select Report Columns

Using the Reports Toolbar

Setting Report Columns and Filters

Configure Columns for an Enhanced Report