Task Details Report

Help Guide for NextGen® Enterprise PM 8

Task Approval Report

The Task Approval report enables you to track the history of task approvals for a specified period of time. To access the report in NextGen® Enterprise PM, select the Reports menu and select Tasks and then select Task Approval. Task Approval Report Columns Parent topic: Task Reports

Help Guide for NextGen® Enterprise PM 8

Task Reports

The Tasks reports category includes various reports that you can use to review worklog information for patients and guarantor accounts in your practice. The reports can help you monitor and manage tasks and assist with your internal tasking processes and workflows in NextGen® Enterprise PM. The following reports are available from the Reports > Tasks menu: Task Analysis Task Details Task Approval Task Analysis Report Task Details Report Task Approval Report Parent topic: System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Generating Worklog Task Reports

The following two NextGen® Enterprise PM reports provide information related to Worklog tasks: Task Analysis Task Details Parent topic: Creating Tasks

File Maintenance Help for NextGen® Enterprise 8

Task Practice Preferences

You can select the fields on the Task Info tab in NextGen® Enterprise PM that are required or have default settings. When a user opens a task or when the task status is set to be completed, selected fields are displayed as required for all task types on Required tab of the Task Type master file. Tasks Practice Preference Descriptions Parent topic: Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Patient Case Report

The Patient Case report enables you to generate reports on patient cases maintained within NextGen® Enterprise PM. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Patient Case. Patient Case Report Columns Parent topic: General Reports

Help Guide for NextGen® Enterprise PM 8

Report Toolbar

After a report generates and appears on screen, a report toolbar displays across the top of the report window. The toolbar buttons can be used to perform a variety of actions and functions when working with a report in NextGen® Enterprise PM. Report Toolbar Buttons Exporting Reports Search for Text on a Report Graph a Report Parent topic: NextGen Enterprise PM Reports

Task Details Report

Recommendations

Task Approval Report

Task Reports

Generating Worklog Task Reports

Task Practice Preferences

Patient Case Report

Report Toolbar

Task Approval Report

Task Reports

Generating Worklog Task Reports

Task Practice Preferences

Patient Case Report

Report Toolbar