Management Plan Reporting

NextGen® Adaptive Content Engine Help Enterprise 8

Open Management Plan Reporting Practice Template

The Management Plan Reporting practice template enables you to filter, generate, print reports, and update individual patient records related to management plans. You can filter reports by categories, plans, status, location, and providers. Open NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, select the All option. A list of system templates appears in the Practice tab. Double-click Management Plan Reporting. The Management Plan Reporting template opens. Configure Reports You can configure report filters in the Report Filter grid. View Reports You can view reports in the Report Data grid. Parent topic: Basic Configurations

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Reports in the Management Plan Reporting Practice Template

The Management Plan Reporting practice template provides instructions to filter, generate, print reports, and update individual patient records related to management plans. Parent topic: Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8

Access Management Plan Reporting Template

A practice can customize the content that appears in NextGen® Adaptive Content Engine. This section provides access instructions for the Management Plan Reporting practice template. Log on to NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, click the All option. A list of system templates displays in the Practice tab. Double-click Management Plan Reporting to access the Management Plan Reporting template. Parent topic: Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Reporting Practice Template

You can use the Management Plan Reporting template to manage individual patient records related to management plans. Configure Reports in the Management Plan Reporting Practice Template Access Management Plan Reporting Template Management Plan Reporting Parent topic: System and Practice Templates Related concepts Configure Reports in the Management Plan Reporting Practice Template Management Plan Reporting

NextGen® Adaptive Content Engine Help Enterprise 8

View Reports

The Report Data grid displays all patient data after selecting the filters and selecting Search in the Report Filter grid. Open the Management Plan Reporting template. Select the plan from the Report Data grid. Select Open Chart. The patient's chart opens. Select Print Report. A Management Plan Report crystal report opens with the details shown in the Report Data grid. Parent topic: Open Management Plan Reporting Practice Template Parent topic: Management Plan Reporting Related tasks Open Management Plan Reporting Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Reports

To narrow your search results, you can search by the Create date or Next action date option. Open the Management Plan Reporting template. To add a report filter, select a filter option from the left pane. You can select from the following filter options: Category Plan name Status Provider Location The filters for the selected filter option appear in the left column. To add a filter to the right column, do one of the following: Select an item in the left column and use the arrows between the grids to move the item to the right column. You can add one or more filters at a time. Select the Add on row select check box and then select one or more filters in the left column to automatically move them to the right column. Report Filter grid To remove filters from the right column, do one of the following: Select an item in the right column and use the arrows between the two grids to move to the left column. You can remove one or more filters at a time. Select the Remove on row select check bo

Management Plan Reporting

Recommendations

Open Management Plan Reporting Practice Template

Configure Reports in the Management Plan Reporting Practice Template

Access Management Plan Reporting Template

Management Plan Reporting Practice Template

View Reports

Configure Reports

Open Management Plan Reporting Practice Template

Configure Reports in the Management Plan Reporting Practice Template

Access Management Plan Reporting Template

Management Plan Reporting Practice Template

View Reports

Configure Reports