Significant Events Report Columns

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the Significant Event
Sig Msg	Significant Event Message	Patient Chart > Clinical History/Notes`
Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Src Type	Source Type	Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice
Pre Mod	Data Before the Event	Data before the Significant Event occurred
Post Mod	Data After the Event	Data after the Significant Event occurred
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
Modified By	Last Modified By	Modification Information
Mod Dt	Last Modified Date	Modification Information

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

NextGen® Enterprise EHR Help

Creating and Generating Reports for Significant Events

You can create and generate a report for Significant Events. The following columns are available to filter the Significant Events report: Column Name Description Populating From Prac Name Practice Name The practice with which the encounter is associated Sig Msg Significant Event Message Enterprise and Practice Level Name Patient Name Patient Information Per Nbr Person Number Auto-generated number assigned to each person Src Type Source Type: Account Chart Encounter Appointment Appointment Wait List Invoice Add or Edit Task window Created By Created By Encounter Maintenance Crt Dt Create Date Encounter Maintenance Modified By Modified By Encounter Maintenance Mod Dt Modified Date Encounter Maintenance Pre Mod Data before the event Encounter Maintenance Post Mod Data after the event Encounter Maintenance You can select the Create Date and Event Source to include on the Report. Column Name Description Populating From Create Dt Create Date Encounter Maintenance Event Source Event Source: A

Help Guide for NextGen® Enterprise PM 8

Alerts Report Columns

The following columns are available on the Alerts report: Column Description Data Populates From Name Patient Name Patient Chart or Account Profile Src Type Source Type Displays either Chart or Account Subject Alert Subject Chart Alert > Alert field Account Alert window > Alert field Description Alert Description Chart Alert > Alert Entry field Account Alert > Alert Entry field Exp Date Alert Expiration Date Chart Alert > Expiration Date field Account Alert > Expiration Date field Delete Ind Delete Indicator Displays one of the following: Y: Alert is hidden N: Alert is not hidden Crt Dt Create Date Chart Alert > Created > Date field Account Alert > Created > Date field Created By Created By Chart Alert > Created > By field Account Alert > Created > Byfield Mod Dt Last Modified Date Chart Alert > Modified > Date field Account Alert > Modified > Date field Modified By Last Modified By Chart Alert > Modified > By field Account Alert > Modified > By field Filter 1 Use parameters to filter

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date within a date range. Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

NextGen® Enterprise EHR Help

Create a Significant Event Report

From the Main menu, select File > Reports > Significant Events. The Report Filter: Significant Events window opens. Select the Columns you wish to be displayed on the report. To search for a column name, select Find. The Find window opens. Enter a search term and select Find, if there is a match, it is selected in the list. To locate another instance of your search term, select Find Next. Select Filter 1 tab. Select the Create Date and Event Source to include. Repor Filter Select the Filter 2 tab. Specify additional criteria as needed. Report Filter Select the Practices tab. Select the Practices for which you want to generate Significant Event report. If necessary, select Open to display the Practices window. Select Creator tab. Select the user for which you want to generate Significant Event report. If necessary, select Open to display the User Name window. Select Sig Events Msgs tab. Select Open to display Significant Events Message window. Search for and select pertinent Significant

Help Guide for NextGen® Enterprise PM 8

History/Non-History Status Report Columns

The following columns are available on the History/Non-History Status report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the encounter. Data Maintenance Type Data Maintenance Type Displays one of the following: History Non-History Encounter Number Encounter Number Encounter number associated with the error. Error Description Error Description Description of the error. Record ID Source Number ID number for the encounter in the SQL database. Table Name Table Name Name of the table in the SQL database. For example, "patient_encounter". Filter 2 Columns can be used as a filter for data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Columns can be used in the sorting and grouping of data on the report. Column sorting options include the following: Ascending Descending Group By Page Break Note: Columns that are not available for Group By or Page Break are indicated by

Significant Events Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Significant Events Report

Creating and Generating Reports for Significant Events

Alerts Report Columns

Recalculation Results Report Columns

Create a Significant Event Report

History/Non-History Status Report Columns

Significant Events Report

Creating and Generating Reports for Significant Events

Alerts Report Columns

Recalculation Results Report Columns

Create a Significant Event Report

History/Non-History Status Report Columns