Track Columns and Filters selected on Reports

Help Guide for NextGen® Enterprise PM 8

Enable the 'Reports Ran By User' Significant Event

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Significant Events. The Significant Event Information window appears. Select the Reports Ran By User (System Level) check box. To save changes and close the window, select OK. Parent topic: Track Columns and Filters selected on Reports

Help Guide for NextGen® Enterprise PM 8

Track Columns and Filters selected on Reports

The system-level Reports Ran By User significant event message records all Filters and Columns selected by a user when generating a report. This includes columns related to Protected Health Information (PHI), such as patient name, birth date, SSN, etc. For regulatory purposes, this provides a useful means of tracking and auditing the specific information that was included on a report and viewed by a user on a specific date and time. Reports Ran By User significant event messages include the following information: Significant Event Message: Report [Report Name] Ran By User Source Type: System Post Modification: All Filters and Columns selected by the user Created By: User Name Create Date: Date and Time Enable the 'Reports Ran By User' Significant Event Parent topic: Significant Events Report Messages

Help Guide for NextGen® Enterprise PM 8

Enable the 'Reports Ran By User' Significant Event

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Significant Events. The Significant Event Information window appears. Select the Reports Ran By User (System Level) check box. To save changes and close the window, select OK. Parent topic: Track Columns and Filters selected on Reports

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Track Columns and Filters selected on Reports

Recommendations

Enable the 'Reports Ran By User' Significant Event

Track Columns and Filters selected on Reports

Enable the 'Reports Ran By User' Significant Event

Significant Events Report Columns

Significant Events Report Columns

Significant Events Report

Enable the 'Reports Ran By User' Significant Event

Track Columns and Filters selected on Reports

Enable the 'Reports Ran By User' Significant Event

Significant Events Report Columns

Significant Events Report Columns

Significant Events Report