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Access
NextGen® Document Management
Reports from
NextGen Enterprise PM
You can access
NextGen® Document Management
reports from
NextGen® Enterprise PM
.
Note:
NextGen® Document Management
memorized reports are available in
NextGen® Enterprise PM
, but not available in
NextGen® Document Management
.
Open
NextGen® Enterprise PM
.
On the toolbar, select
Reports
, and then select
Document Management
.
The list of available
NextGen® Document Management
reports opens.
Select the report that you want to generate.
Access NextGen® Document Management Reports from NextGen Enterprise PM
NextGen® Document Management Help,
Generate NextGen Document Management Reports
Open NextGen® Document Management. Select Reports, and then select the report that you want to generate.The corresponding report filter window opens. In the Settings List section, select the tabs, and then configure the columns, filters, sorting order, and any additional criteria for the report. To configure how the report calculates totals, select Totals. To customize the number display and print options for the report, select Options. To customize the report header and footer, select Head/Foot. To save the selected criteria, select Save. Select OK.The report is generated based on the selected criteria. Parent topic: Generating Reports
NextGen® Document Management User Guide,
Access NextGen® Document Management Reports from NextGen Enterprise PM
You can access NextGen® Document Management reports from NextGen® Enterprise PM. Note: NextGen® Document Management memorized reports are available in NextGen® Enterprise PM, but not available in NextGen® Document Management. Open NextGen® Enterprise PM. On the toolbar, select Reports, and then select Document Management. The list of available NextGen® Document Management reports opens. Select the report that you want to generate. Parent topic: Generating Reports
NextGen® Enterprise EHR Help
Viewing the NextGen® Enterprise EHR Memorized Reports
You must have access to view and run the NextGen® Enterprise EHR reports. If you do not have necessary permissions to run a memorized NextGen® Enterprise report, the report will not appear in Cohorts. The access permission for a memorized report is provided in NextGen® Enterprise EHR when saving a memorized report. For more information on saving a NextGen® Enterprise memorized report, go to NextGen Healthcare Success Community, and download the latest Reports User Guide for NextGen® Enterprise EHR. Parent topic: NextGen Enterprise PM and NextGen Enterprise Memorized Reports
NextGen® Enterprise EHR Help
Viewing the NextGen® Enterprise EHR Memorized Reports
You must have access to view and run the NextGen® Enterprise EHR reports. If you do not have necessary permissions to run a memorized NextGen® Enterprise report, the report will not appear in Cohorts. The access permission for a memorized report is provided in NextGen® Enterprise EHR when saving a memorized report. For more information on saving a NextGen® Enterprise memorized report, go to NextGen Healthcare Success Community, and download the latest Reports User Guide for NextGen® Enterprise EHR. Parent topic: NextGen Enterprise PM and NextGen Enterprise Memorized Reports
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
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
