System Reports

Help Guide for NextGen® Enterprise PM 8

Document Management Reports

The Document Management reports category includes various reports that you can use to review information related to scanning and filing documents and images for patients in your practice. The reports can help you monitor and manage a variety of internal processes and workflows in NextGen® Document Management. The following reports are typically generated in NextGen Document Management, but they are also available from the Reports > Document Management menu in NextGen® Enterprise PM: Batch Status Productivity - Filed Productivity - Scanned Provider Signature Significant Events Unfiled Documents For more information on Document Management reports, go to the NextGen Healthcare Success Community and download the User Guide for NextGen Document Management. Parent topic: System Generated 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

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

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

System Reports

Recommendations

Document Management Reports

General Reports

Accounts Receivable Reports

System Generated Reports

Data Maintenance Reports

Miscellaneous Report

Document Management Reports

General Reports

Accounts Receivable Reports

System Generated Reports

Data Maintenance Reports

Miscellaneous Report