Using Report Filter 1

Help Guide for NextGen® Enterprise PM 8

Using Report Filter 2

You can use Filter 2 on the Report Filter window to define additional criteria using any column on the report. Each column listed can be filtered using: Between Equals Not Equals Greater than Less than Like For example, if you select Great than and then enter $100.00 in the Self Pay Balance column on Filter 2, then only data that meets the criteria appears on the report (only patient balances greater than $100.00). Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

File Maintenance Help for NextGen® Enterprise 8

Filtering Report Data

The Filter options enable you to set your report criteria, such as date ranges and statuses. The settings determine which data appears in the columns of your reports. The filter options that display depend on the filter data applicable to the report. Each filter you use creates a limitation of the data that is 'allowed' to display on the report. If you use parameters from Filter 1 and then use parameters from another filter option, such as Filter 2, only the data that matches the parameters for both Filter 1 and 2 display on the report. The more parameters and filters you use, the more specific and limited the data is on your report. Filter 1 Filter 2 Set Additional Filters Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Configure Filter1 for an Enhanced Report

The Filter 1 configuration allows you to use additional filter criteria, such as dates, for narrowing down the data on a report. Data must match all the defined criteria to appear on the report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Filter 1. The Filter 1 window appears. Note: The Filter 1 options available for selection are different on each report. Modify the Filter 1 options as needed for the report. When finished, do one of the following: To configure additional filters for the report, select the desired Configuration Options on the left. To generate the report, select the Refresh Report button. Parent topic: Configuration Options for Enhanced Reports

Help Guide for NextGen® Enterprise PM 8

Filters in Service Unit Authorization Report

Use the following parameters on the Filter 1 section to filter data on the report: Encounter Date: Include encounters within a date range that have charges for one or more package services. Appointment Date: Include appointments within a date range. Also includes encounters linked to appointments within the date range. Pending Charges: Include or exclude pending EHR charges. Select either Exclude (default), EHR Holding Tank Only or Include All. Package Data: Include or exclude Package, Encounter and Appointment data. Select one of the following: Only Package Data: The report includes package data only, whether using an Encounter Date or Appointment Date range. Encounter and appointment data are not included. Exclude Package Data: The report includes encounter data when using an Encounter Date range or appointment data when using an Appointment Date range. Package data is not included. If using Appointment Date, the report also includes encounter data for encounters linked to appointmen

Using Report Filter 1

Recommendations

Using Report Filter 2

Filter Dates

Setting Report Columns and Filters

Filtering Report Data

Configure Filter1 for an Enhanced Report

Filters in Service Unit Authorization Report

Using Report Filter 2

Filter Dates

Setting Report Columns and Filters

Filtering Report Data

Configure Filter1 for an Enhanced Report

Filters in Service Unit Authorization Report