Generate NextGen Document Management 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® Document Management User Guide,

Memorize the Report Parameters

Memorizing a report saves only the parameters of the report, not the actual data. You can memorize NextGen® Document Management report filter criteria. In this procedure, the Batch Listing report is used to explain the process of memorizing a report. Note: Open NextGen® Enterprise PM. On the toolbar, select Posting. The window opens. In Batch Posting, select the open menu button. Select Print, and then select Batch Listing. The Batch Listing report generates. On the toolbar, select Report Filter. In Report Filter: Batch Listing, select the applicable tabs, set the report filter criteria, and then select OK. This functionality works the same as the other reports in the application. The report regenerates based on the filter criteria. On the toolbar, select Memorize Report. The Memorize Report window opens. In Save As, enter the report name, and then select the applicable type of report. In Allowed to Run, select the user allowed to run this report. Select a user to run the report, modif

NextGen® Document Management User Guide,

Generating Reports

You can generate the following NextGen® Document Management reports: Reports Description Batch Status Displays the status of all the batches. Batch statuses are set up, and are selected by default in Filter 1. Note: The Bch Nbr column is selected by default to pull the batch number into the batch status report from the NextGen Report Filter: Batch Status window. You can filter the batch status report for a specific batch number or a range of batch numbers. Productivity - Filed Displays the documents that are filed, but not posted, and have index values associated with them. Filed report is a subset of scanned report. Productivity - Scanned Displays all the documents in the system based on the status selected in Filter 1. Provider Signature (PAQ) Displays the documents that are not signed. You can also view the pending and accepted documents by changing the filter statuses in Filter 1. Significant Events Provides an audit or tracking of activity performed in NextGen® Document Management

NextGen® Document Management User Guide,

Set Up Operation Rights for Generating Reports

You can configure which user groups can generate NextGen® Document Management reports from NextGen® Document Management and NextGen® Enterprise PM. Open System Administrator. Select a user group, and then select the Rights tab. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. Expand OPERATIONS, and then expand Reports. Select Doc Mgmt, and then in the Access Rights section, select Yes. You can select No to deny the user group the ability to generate NextGen® Document Management reports. Select Save. Parent topic: Configuring NextGen Document Management Security

Help Guide for NextGen® Enterprise PM 8

Configuration Options for Enhanced Reports

When an enhanced report is selected from the Reports menu in NextGen® Enterprise PM, the Configuration Options window opens. The window has a different look-and-feel from the Report Filter window that opens for non-enhanced reports. Though the windows look different, their functionality is basically the same. The various Configuration Options available for the selected report are listed on the left side of the window. By default, the Columns configuration is displayed when the window first opens. From any Configuration Option listed on the left, the following buttons are available at the bottom of the window: Save Report Options: Select the button to memorize, or save, the current configuration options for the report. Refresh Report: Select the button to generate the report using the current configuration options. Close: Select the button to close the current configuration options window. Configure Columns for an Enhanced Report Configure Filter1 for an Enhanced Report Configure Filter

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

Generate NextGen Document Management Reports

Recommendations

Access NextGen® Document Management Reports from NextGen Enterprise PM

Memorize the Report Parameters

Generating Reports

Set Up Operation Rights for Generating Reports

Configuration Options for Enhanced Reports

Setting Report Columns and Filters

Access NextGen® Document Management Reports from NextGen Enterprise PM

Memorize the Report Parameters

Generating Reports

Set Up Operation Rights for Generating Reports

Configuration Options for Enhanced Reports

Setting Report Columns and Filters