System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Enhanced Reports in NextGen® Enterprise PM

An Enhanced Reporting feature can be enabled to improve the system performance for specific reports in NextGen® Enterprise PM. These are reports that are typically database intensive when they are generated due to the large amount of data being reported. When enabled, a new user interface and paging mechanism is utilized that allows these reports to be generated, viewed, printed and exported in a timelier manner. Enhanced Reporting is available for the following reports: General Significant Events Claim Status Estimate Patient Cost Daily Activity Detail By Line Item Payments By Transaction Payments By Encounter Payments Accounts Receivable Aging Analysis by Encounter Aging Analysis by Line Item Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis – Age Responsible Balances Only Monthly Change in Accounts Receivable by Encounter Change in Accounts Receivable by Line Item Service Item Summary Extended Amount and Transactions Service Item Summary Transaction Sourc

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Reports

The Reports User Guide for NextGen® Enterprise PM provides information for configuring and generating reports in NextGen® Enterprise PM. You can create reports commonly used in your practice, and each report can be customized by selecting the desired columns, filters and sorting options. Note: Behavior such as the system crashing or out of memory errors can be experienced if you run a report that is pulling more data than the system or application can handle. It is recommended to use report filter options to minimize the report output so that the reports can be generated, viewed, printed, and exported without any issues. You can generate reports from the following categories: Daily Reports: Reports in the Daily category provide the ability to run reports with full detail. These reports have "drill-down" functionality that enables you to double-click on a record to view or edit its details. Monthly Reports: Reports in the Monthly category provide summarized data to the lowest common den

Help Guide for NextGen® Enterprise PM 8

Process Generated Reports

There are specific processes in NextGen® Enterprise PM that automatically generate a report. These include the Batch Transaction Report, Claim Production Status, Electronic Send Report, Encounters Pending Bad Debt, Statements Exception Report and the ERA Posting Report. Address Change Report Batch Listing Report Budget Process Status Report Claim Production Status Report Consolidated Services Claim Report Electronic Send Report Encounters Pending Bad Debt Report ERA Import Posting Report Outsource Charges Report Columns Statement Run Report The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. Statement Exceptions Report You can generate Statement Exception report for exceptions. Parent topic: Reports

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

Help Guide for NextGen® Enterprise PM 8

Reports Menu

The Reports menu includes preconfigured reports, ranging from daily appointments to monthly transactions, that provide information on specific areas of your practice. You can generate many types of reports such as claims, alerts schedules, tasks and more. System-generated reports use default settings to filter the data to determine which information to include in the report and how to display the information. When you open a report from the Reports menu, the Report Filter window opens, where you can select options and parameters to filter the data. Based on the options you select, NextGen® Enterprise PM quickly runs the requested information and displays reports in the order and format you choose. For more information on configuring and generating reports in NextGen® Enterprise PM go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise PM. Parent topic: Desktop Menu Bar

Help Guide for NextGen® Enterprise PM 8

Reports Menu

The Reports menu includes preconfigured reports, ranging from daily appointments to monthly transactions, that provide information on specific areas of your practice. You can generate many types of reports such as claims, alerts schedules, tasks and more. System-generated reports use default settings to filter the data to determine which information to include in the report and how to display the information. When you open a report from the Reports menu, the Report Filter window opens, where you can select options and parameters to filter the data. Based on the options you select, NextGen® Enterprise PM quickly runs the requested information and displays reports in the order and format you choose. For more information on configuring and generating reports in NextGen® Enterprise PM go to NextGen Healthcare Success Community and download the latest Reports User Guide forNextGen®Enterprise PM. Parent topic: Desktop Menu Bar

System Generated Reports

Recommendations

Enhanced Reports in NextGen® Enterprise PM

NextGen® Enterprise PM Reports

Process Generated Reports

System Generated Reports

Reports Menu

Reports Menu

System Generated Reports

Enhanced Reports in NextGen® Enterprise PM

NextGen® Enterprise PM Reports

Process Generated Reports

System Generated Reports

Reports Menu

Reports Menu