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

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Reports

To narrow your search results, you can search by the Create date or Next action date option. Open the Management Plan Reporting template. To add a report filter, select a filter option from the left pane. You can select from the following filter options: Category Plan name Status Provider Location The filters for the selected filter option appear in the left column. To add a filter to the right column, do one of the following: Select an item in the left column and use the arrows between the grids to move the item to the right column. You can add one or more filters at a time. Select the Add on row select check box and then select one or more filters in the left column to automatically move them to the right column. Report Filter grid To remove filters from the right column, do one of the following: Select an item in the right column and use the arrows between the two grids to move to the left column. You can remove one or more filters at a time. Select the Remove on row select check bo

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 Reports

Search for Text on a Report

Search for Text on a Report

Find Report Columns

Select Report Columns

Using the Reports Toolbar

Setting Report Columns and Filters

Configure Reports