Save a Memorized Care Guideline Report

NextGen® Adaptive Content Engine Help Enterprise 8

Run a Memorized Care Guideline Report

You can run a saved care guidelines report for the patient's record. You can generate and work with any reports that have been previously created and memorized (saved). CAUTION: The memorized report may take significant time and system resources to run. It is advisable to run this report after business hours. This report can only be run on care guidelines order items (formerly protocols), not on Recommended Care items. Open NextGen® Enterprise EHR. Select File > Reports > Report List. The Memorized Reports window opens. Select the Report Type. Select a report you want to generate and double-click it. Memorized Reports The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations check box has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message appears. If you want to continue, select Yes. If you do not wish to generate the report, select No. If modifi

NextGen® Adaptive Content Engine Help Enterprise 8

Generating a Care Guideline Report

You can generate a care guidelines report for the patient's record. CAUTION: The memorized report may take significant time and system resources to run. It is advisable to run this report after business hours. This report can only be run on care guideline order items (formerly protocols), not on recommended care items. Open NextGen® Enterprise EHR. Select File > Reports > Generate Report > By Enterprise. The NextGen Report Filter: Patient template opens. Select SP from the Settings List. Nextgen Report Filter Select the Stored Procedure check box and select ngsprep_care_guidelines from the list. The Parameters and Columns tabs are opened with report generation options. Nextgen Report Filter In the Parameters tab, update the following fields: Select EnterpriseID for the Enterprise_ID column. Select PracticeID for the Practice_ID column. Enter the exact guideline name for which you want to run the report in the Guideline_Name column, for example PAP. This field is not case sensitive. Not

NextGen® Adaptive Content Engine Help Enterprise 8

Care Guidelines Report

You can generate a care guidelines report for the patient's record. You can use the ngsprep_care_guidelines stored procedure to generate enterprise-level reports that display all patient records (in alphabetical order) that are due for the specified care guideline or test. For example Pap, lipid panel. The ngsprep_care_guidelines store procedure, when runs, temporarily updates care guidelines data prior to run the report. It ensures that the generated report shows records with updated care guideline data to view all patients that are due for the selected guideline. However, the patient's chart is not updated. CAUTION: Care guidelines in the patient’s chart only gets updated when you create an encounter and run the care guidelines store procedure, for example on the Intake template. To create a specific guideline report, you need to filter the data by accessing the options from the NextGen Report Filter: Patient template. You can configure a memorized report. Note: These five care guide

NextGen® Enterprise EHR Help

Create Memorized Reports

Depending on whether you want to create a NextGen® Enterprise or NextGen® Enterprise PM report, set up the report by defining the columns and filters to produce the desired format and results. Note: If you want to open the NextGen® Enterprise PM reports in NextGen Care® Population Management Hub, then you must ensure to create only the patient level NextGen® Enterprise PM memorized reports. Ensure the report meets your requirements, select Save on the Report Filter. If you want to verify the report prior to saving, run the report. Review the report, and then select Memorize Report . The Memorize Report window opens. Note: Save results for notification does not appear when memorizing NextGen® Enterprise PM reports. In Save As, enter the name of your report. If you are changing an existing memorized report, the original information automatically appears. In Report Type, select a report type. Note: You can create and modify report types in the report types master file. Only those report t

NextGen® Enterprise EHR Help

Work with a Saved or Memorized Report

You can generate and work with any reports that have been previously created and memorized (saved). From the Main menu, select File > Reports > Report List. The Memorized Reports window opens. Memorized Reports Select the Report Type. Select a report you wish to generate and double-click it. The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations check box has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message displays. If you wish to continue, select Yes. If you do not wish to generate the report, select No. If no additions or changes are required, select OK to generate the report. Note: You do not need to re-save the report. To add or change any previously selected filters: Update the filter information or make any other changes. To save the updated information, select Save. You can also change any of the other parameters, such as Report Name

Help Guide for NextGen® Enterprise PM 8

Memorize a Report

Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat

Save a Memorized Care Guideline Report

Recommendations

Run a Memorized Care Guideline Report

Generating a Care Guideline Report

Care Guidelines Report

Create Memorized Reports

Work with a Saved or Memorized Report

Memorize a Report

Run a Memorized Care Guideline Report

Generating a Care Guideline Report

Care Guidelines Report

Create Memorized Reports

Work with a Saved or Memorized Report

Memorize a Report