System Reports

Help Guide for NextGen® Enterprise PM 8

General Reports

The General reports category includes various reports that you can use to review non-financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage a variety of internal processes and workflows in NextGen® Enterprise PM. The following reports are available from the Reports > General menu: Alerts Anesthesia Concurrency Audit Log Authorizations Encounter or Line Item Authorization Service Unit Authorization BBP Schedule Claim Requests Downtime Patient Listing by Provider Eligibility Verification Benefit Eligibility Verification Status Eligibility Referral Eligibility Referral Reconciliation EHR Manual Charge Processing - History EHR Manual Charge Processing - Pending External Charge Import External Manual Charge Processing - History External Manual Charge Processing - Pending Patient Case Patient Chart Demographics Patient Chart Demographics with Providers Patient Groups Patient Insurance Patient Recall Pending Rental Encounter Per

Help Guide for NextGen® Enterprise PM 8

System Reports

The System reports category includes various reports that you can use to review and validate specific types of data stored within the database. These reports check for a variety of data conditions that may potentially cause erroneous results on other reports generated in NextGen® Enterprise PM. When each system report is run, no data or a blank report is ideal. A blank report indicates there are no data validation and maintenance issues. Note: All system reports should be run at least once per month. You should run them prior to generating your month end reports so that any data validation and maintenance issues can be identified and resolved before your monthly reports are printed. The following reports are available from the Reports > System menu: Charge Validation Data Maintenance DM Audit Log History/Non-History Status Miscellaneous Unassigned Benefit Info Records Transfer of Liability Validation Practice Summary Transaction Validation Charge Validation Report Data Maintenance Repo

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 Parent topic: Reports

Help Guide for NextGen® Enterprise PM 8

Data Maintenance Reports

The Data Maintenance reports verify the reliability of the data in your database. These reports are run to check for conditions in the data that could cause problems. In addition, the Data Maintenance reports show any potential data problems due to the application. There are four available Data Maintenance reports: DM Audit Log History/Non-History Status Miscellaneous Unassigned Benefit Info Records Each report concentrates on a specific area of data. The columns include Practice Name, Error Description, Record ID, and database Table Name where the record is located. CAUTION: Data Maintenance reports are database intensive and should be run after hours when no users are actively working on the system. Auto-correcting Data Maintenance Reports DM Audit Log Report History/Non-History Status Report Miscellaneous Report Unassigned Benefit Info Records Reports Transfer of Liability Validation Report Parent topic: System Reports

Help Guide for NextGen® Enterprise PM 8

Miscellaneous Report

The Miscellaneous data maintenance report lists issues that exist with data within the database, if any. The Miscellaneous report fixes some errors automatically behind the scenes when the report is run. If the Potentially Fixed column is displaying a "Y" for one or more errors listed on the report, those errors should no longer display when the report is refreshed. Note: Before you refresh the Miscellaneous report, NextGen Healthcare recommends that the report be exported and saved to a Microsoft Excel file for future reference. Any errors listed on the report where the Potentially Fixed column display as <blank> should be submitted to NextGen Healthcare Client Support. The report must be exported and saved to a Microsoft Excel file and then attached to the ticket submitted to client support. This speeds up the process of forwarding the ticket to the appropriate department at NextGen Healthcare to resolve the remaining errors. To access the report in NextGen® Enterprise PM, select the

Help Guide for NextGen® Enterprise PM 8

Miscellaneous Report

The Miscellaneous data maintenance report lists issues that exist with data within the database, if any. The Miscellaneous report fixes some errors automatically behind the scenes when the report is run. If the Potentially Fixed column is displaying a "Y" for one or more errors listed on the report, those errors should no longer display when the report is refreshed. Note: Before you refresh the Miscellaneous report, NextGen Healthcare recommends that the report be exported and saved to a Microsoft Excel file for future reference. Any errors listed on the report where the Potentially Fixed column display as <blank> should be submitted to NextGen Healthcare Client Support. The report must be exported and saved to a Microsoft Excel file and then attached to the ticket submitted to client support. This speeds up the process of forwarding the ticket to the appropriate department at NextGen Healthcare to resolve the remaining errors. To access the report in NextGen® Enterprise PM, select the

System Reports

Recommendations

General Reports

System Reports

System Generated Reports

Data Maintenance Reports

Miscellaneous Report

Miscellaneous Report

System Reports

General Reports

System Reports

System Generated Reports

Data Maintenance Reports

Miscellaneous Report

Miscellaneous Report