Task Approval Report Columns

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice Preferences
ST	Source Type	Add/Edit Task
Source Nbr	Source Number	Auto-generated
Name	Source Name	Add/Edit Task
Loc Name	Location Name	Add/Edit Task
Type Description	Type Description	Add/Edit Task
App Amt	Approval Amount	Task Type Master file
App Usr 1-10	Approval user Description 1-10	Task Type Master file
App Usrid 1-10	Approval User ID 1-10	Task Type Master file
App Sts 1-10	Approval Status 1-10	Task Type Master file
App Que 1-10	Approval Queue 1-10	Task Type Master file
App Dt 1-10	Approval Date 1-10	Task Type Master file
App Age 1-10	Approval Age 1-10	Task Type Master file
Value	Task Type Value	Task Type Master file
Subject	Task Description	Add/Edit Task
Start Dt	Start Date	Add/Edit Task
Due Dt	Due Date	Add/Edit Task
Exp Dt	Expiration Date	Add/Edit Task
Fup Dt	Follow-up Date	Add/Edit Task
Comp Dt	Completion Date	Add/Edit Task
Comp Reason	Completion Reason	Add/Edit Task
Status Desc	Status Description	Add/Edit Task
Priority Desc	Priority Description	Add/Edit Task
Instr	Instructions	Add/Edit Task
Dtls	Details	Add/Edit Task
Origin	This is the origin of the task's creation. It can be system- or user-generated.	Add/Edit Task
Assigned To	Assigned To	Add/Edit Task
Cmp By	Completed By	Add/Edit Task
Reason Code - Responsible	Reason Code - Responsible	Add/Edit Task
Fin Class	Financial Class	Encounter tab on the Patient Chart
Payer Name	Payer Name	Encounter tab on the Patient Chart
Hid	Y/N indicator as to whether this task is hidden or not.	Add/Edit Task
Tran Dt	Transaction Date	Worklog Manager
Tran Cd	Transaction Code	Worklog Manager
Tran Amt	Transaction Amount	Worklog Manager
Resub Ref Num	Resubmission Reference Number	Worklog Manager
Tran Notes	Transaction Notes	Worklog Manager
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
Modified By	Modified By	Modification Information
Mod Dt	Modification Date	Modification Information
Task Subgroup 1	Task Subgroup 1	Worklog Manager
Task Subgroup 2	Task Subgroup 2	Worklog Manager

Column Name	Description	Data Populates From
Expired Tasks	You can select Include and display all expired tasks on the report.	Worklog Manager
Hidden	You can select: Only Exclude Include All	Worklog Manager

Help Guide for NextGen® Enterprise PM 8

Task Details Report Columns

The following columns are available on the Task Details report: Column Name Description Data Populates From Prac Name Practice Name Practice Preferences ST Source Type Add/Edit Task Source Nbr Source Number Auto-generated Name Source Name Add/Edit Task Per Nbr Person Number Patient Information Type Description Type Description Add/Edit Task App Amt Approval Amount Task Type Master file App Usr 1-10 Approval user Description 1-10 Task Type Master file App Usrid 1-10 Approval User ID 1-10 Task Type Master file App Sts 1-10 Approval Status 1-10 Task Type Master file App Que 1-10 Approval Queue 1-10 Task Type Master file App Dt 1-10 Approval Date 1-10 Task Type Master file App Age 1-10 Approval Age 1-10 Task Type Master file Value Task Type Value Task Type Master file Subject Task Description Add/Edit Task Start Dt Start Date Add/Edit Task Due Dt Due Date Add/Edit Task Exp Dt Expiration Date Add/Edit Task Fup Dt Follow-up Date Add/Edit Task Comp Dt Completion Date Add/Edit Task Comp Reason

Help Guide for NextGen® Enterprise PM 8

Refunds by Transaction Report Columns

The following columns are available on the Daily by Transaction Refunds report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Charge Posting Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise PreferencesGeneral tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise PreferencesGeneral tab. Locations Master File Post Date Day transaction was posted Transaction Detail Proc Dt Day transaction was processed Transaction Detail Ovr Proc Dt Override process date Transaction Detail Bt Dt Batch date Batch Header Bt Nbr Batch number Batch Header Bt Desc Batch description Batch Header Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Dtl E/I/A/B Details for: Encounter Invoice Account Budget Transaction Detail This column shows the encounter number(s) of where an ac

Help Guide for NextGen® Enterprise PM 8

Payments by Line Item Report Columns

The following table describes the columns in the Daily by Line Item Payments report: Column Name Description Data Pulled From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Service Location Name Encounter Maintenance Location SubGrp1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Date the transaction posted. Transaction Detail Proc Date Date the transaction was processed. Charge Posting Ovr Proc Dt Override process date Charge Posting Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Encounter Invoice Account

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report Columns

The following columns are available on the Daily by Encounter Adjustments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Encounter Maintenance Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Post Date Transaction Detail Proc Date Process Date Transaction Detail Ovr Proc Dt Override Process Date Transaction Date Bt Dt Batch Date Batch Maintenance Bt Nbr Batch Number Batch Maintenance Bt Desc Batch Description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Detail for: Encounter Invoice Account Budget Transaction Detail Thi

Help Guide for NextGen® Enterprise PM 8

Adjustments by Line Item Report Columns

The following columns are available on the Daily By Line Item Adjustments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Encounter Maintenance Location SubGrp1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Date the transaction posted. Payment Entry Proc Date Date the transaction was processed. Payment Entry Ovr Proc Dt Override process date Batch Maintenance Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Encounter Invoice Account Budget Src

Help Guide for NextGen® Enterprise PM 8

Address Change Report Columns

The following columns are available on the Address Change report: Column Name Description Data Populates From Prac ID Practice Identifier Address Input File Practices Master File Per/Acct Nbr Person Number Patient Information > Demographics Pat Name Patient Name Patient Information > Demographics Old Addr 1 Old Address 1 Patient Information > Demographics Old Addr 2 Old Address 2 Patient Information > Demographics Old City, State Zip Old City, State Zip Patient Information > Demographics FF Addr Fast Forward Address Address Input File FF City, State Zip Fast Forward City, State Zip Address Input File Eff Dt Effective Date Address Input File Type Cd Type Code Address Input File Displays one of the following: F (Family) I (Individual) Info Cd Information Code Address Input File Displays one of the following: M (Forwardable new address) K (Moved but left no address) B (Business) G (Box closed no order) D (Foreign new) Client Acct Nbr Client Account Number Address Input File File Name File

Task Approval Report Columns

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Recommendations

Task Details Report Columns

Refunds by Transaction Report Columns

Payments by Line Item Report Columns

Adjustments by Encounter Report Columns

Adjustments by Line Item Report Columns

Address Change Report Columns

Task Approval Report Columns

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Task Details Report Columns

Refunds by Transaction Report Columns

Payments by Line Item Report Columns

Adjustments by Encounter Report Columns

Adjustments by Line Item Report Columns

Address Change Report Columns