Generate Alerts Report

Help Guide for NextGen® Enterprise PM 8

Alerts Report

The Alerts report can be used to generate a list of custom alert messages that display to users in NextGen® Enterprise PM. Custom alerts are created by users in a guarantor's Account Profile > Notes tab, or in a patient's Patient Chart > Clinical History/Notes tab. From the report window, you can "drill-down" to the account or chart to see the actual alert message. Note: The Alerts report does not include system-generated alert messages that display based on settings in Practice Preferences > Alerts. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Alerts. Alerts Report Columns Parent topic: Alerts Parent topic: General 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

Patient Information Bar Buttons

The following buttons are available on the Patient Information Bar in NextGen® Enterprise PM: Buttons Image Function Alerts If one or more NextGen® Enterprise PM alerts exist for patients, the Alerts button appears in red color. If no alerts exist, the button appears in gray color. Note: You can hover over the red button to view the Type and Description of alerts. The types of alerts that appear in NextGen® Enterprise PM are determined by settings in practice preferences. The alerts also appear in NextGen® Enterprise EHR from the Patient Information Bar if enabled in practice preferences in the EHR tab. For more information on setting up alerts in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise. Appointments Displays the number of future appointments for the patient within a blue circle. You can hover over the buttons to view the Date/Time, Event, Location, Status and Resource for each a

NextGen® Enterprise EHR Help

View Patient Alerts

You can view a quick list of all available NextGen® Enterprise EHR and NextGen® Enterprise PM alerts for the patient on the Patient Information Card (PIC). You can also open the Patient Alerts window to view, acknowledge, add, edit, snooze, and remove the patient's NextGen® Enterprise EHR and NextGen® Enterprise PM alerts. Note: The Alerts button in red color with a numeric count; indicates that there are patient alerts available. For example, . When there are no alerts, the button appears as . Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To view a quick list of available alerts for the patient; on the PIC, hover over Alerts.The Alerts table appears listing the patient alerts by type and description. Alerts that require acknowledgement, appear at the top of the list, denoted by red-colored text and the indicator. Note: If you configure the Practice Preferences settings in File Maintenance to include NextGen® Enterprise PM alerts, such alerts appear in

Help Guide for NextGen® Enterprise PM 8

Alerts

Alerts in NextGen® Enterprise PM are pop-up windows that display to capture your attention with important information that is related to the current task. Most alerts are system generated and display based on settings in Practice Preferences > Alerts. Other alerts are user generated and display based on entries made in the Account Profile and Patient Chart. Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Alerts Report The Alerts report can be used to generate a list of custom alert messages that display to users in NextGen® Enterprise PM. Alert with Patient Balances for each accessible practice Parent topic: About NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Patient Information Bar Buttons

The following buttons are available on the Patient Information Bar in NextGen® Enterprise PM: Buttons Image Function Alerts If one or more NextGen® Enterprise PM alerts exist for patients, the Alerts button appears in red color. If no alerts exist, the button appears in gray color. Note: You can hover over the red button to view the Type and Description of alerts. The types of alerts that appear in NextGen® Enterprise PM are determined by settings in practice preferences. The alerts also appear in NextGen® Enterprise EHR from the Patient Information Bar if enabled in practice preferences in the EHR tab. For more information on setting up alerts in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Appointments Displays the number of future appointments for the patient within a blue circle. You can hover over the buttons to view the Date/Time, Event, Location, Status and Resource for each

Generate Alerts Report

Recommendations

Alerts Report

General Reports

Patient Information Bar Buttons

View Patient Alerts

Alerts

Patient Information Bar Buttons

Alerts Report

General Reports

Patient Information Bar Buttons

View Patient Alerts

Alerts

Patient Information Bar Buttons