NextGen Knowledge Center

Export Selected Patient Level Care Guidelines Data

You can export selected patient level care guidelines data during the removing and restoring process.

After selecting patient level care guidelines data in the Report and Remove or Report and Restore panels, the selected data that appears in the panel grid can be exported to a CSV file.

  1. Open NextGen® Enterprise EHR.
  2. From the File menu, Select System/Practice Templates.
    The Select Template window opens.
  3. From the Practice tab, select All.
    A list of practice-level templates opens.
  4. Select Care Guidelines Clear and Restore, and then select OK.
    The Care Guidelines Clear and Restore practice template opens.
  5. In the Report and Remove or Report and Restore panel, select the patient data to remove or restore.
  6. Select the Export button.
    A Save As window opens.

    By default, the file is saved to the user’s Documents folder with the filename ngkbm_cg_remv_export.csv or ngkbm_cg_restore_export.csv depending on which panel you are exporting from.

  7. Make changes to the folder or location.
  8. Make changes to the filename, and select Save.
    The care guidelines data for patients is saved as a .csv file when exported.