Generating 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. Events tracked for the selected significant events are set in admin preferences of either NextGen® Enterprise PM or System Administrator. You must generate this report within each practice.
Unfiled Documents	Displays the documents that are posted without index values (non-persons document).
Patient by Document Type	Displays the list of patients who have scanned documents with sign-off status for specific document types. Total row also shows the total count of the scanned documents for each document type.

NextGen® Document Management User Guide,

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

Help Guide for NextGen® Enterprise PM 8

Document Management Reports

The Document Management reports category includes various reports that you can use to review information related to scanning and filing documents and images for patients in your practice. The reports can help you monitor and manage a variety of internal processes and workflows in NextGen® Document Management. The following reports are typically generated in NextGen Document Management, but they are also available from the Reports > Document Management menu in NextGen® Enterprise PM: Batch Status Productivity - Filed Productivity - Scanned Provider Signature Significant Events Unfiled Documents For more information on Document Management reports, go to the NextGen Healthcare Success Community and download the User Guide for NextGen Document Management. Parent topic: System Generated Reports

NextGen® Document Management User Guide,

View the NextGen® Document Management Significant Events History

You can view the history of NextGen® Document Management activity for a patient by: Accessing the patient's chart in NextGen® Enterprise PM. Generating the Significant Events report. Note: You can view the Document Exported event on the Doc Mgmt Sig Event report or right-click an image and select Image Properties. Open NextGen® Enterprise PM. On the toolbar, select Chart, and then search for a patient. For information on searching for a patient, go to NextGen Healthcare Success Community and download the Patient Demographics Guide for NextGen® Enterprise. Open the patient chart, and then select the Clinical History/Notes tab. Expand the History section, and then select Document Management. The Details section displays the list of significant events. Generate the Significant Events Report You can generate the significant events report in NextGen® Enterprise PM. Parent topic: Search for Images and Documents Related tasks Configure Significant Event Tracking for NextGen Document Managemen

NextGen® Document Management User Guide,

Using NextGen® Document Management with Other Applications

When you open a patient image in NextGen® Document Management while NextGen® Enterprise PM or NextGen® Enterprise EHR is open, the patient chart associated with the NextGen® Document Management image opens in the other application. NextGen® Document Management also displays the image of the active patient. This sequence of actions does not occur when you access NextGen® Document Management with Clinical Context Object Workgroup (CCOW). To synchronize with the active patient, you can select Active Patient from the Tasks menu. From NextGen® Document Management, you can open NextGen® Enterprise EHR demographic and MRN templates. You can access images associated with encounters from the list of encounters that appears in NextGen® Enterprise EHR. You can include images in the workflow. You can right-click a task in the workflow and select the Open Patient's Document option to display the images associated with the task. When you access a patient's chart in NextGen® Enterprise PM, any images

File Maintenance Help for NextGen® Enterprise 8

System Level Significant Events Reference List

The following table describes the System Level Significant Events. Field Description Crystal Report Viewed Tracks when users view Crystal Reports in NextGen® Enterprise EHR. EHR Report Exported Tracks when users export NextGen® Enterprise EHR reports. Enterprise Credit Card Processing Settings Changed Indicates credit card processing settings have been changed at the enterprise level. Document Management Batch Cancelled Creates a significant event when a batch is canceled. Document Management Batch Created Creates a significant event when a batch is created. Document Management Batch Name Changed Creates a significant event when a batch name is changed. Document Management Batch Posted Creates a significant event when a batch is posted. Document Management Batch Unlocked Creates a significant event when a batch is unlocked. Document Management Image Recalled from Patient Portal, Image not viewed Creates a significant event when images that have not been viewed are recalled from NextGen

NextGen® Document Management User Guide,

Acquiring and Filing Documents and Images

In NextGen® Document Management, you can use the following two methods to scan documents and images: Scan & File Allows you to quickly scan a single page, document, or image into NextGen® Document Management. This option is ideal for scanning and filing one document (with one or more pages) for one patient. Batches Allows you to scan multiple documents or images into NextGen® Document Management. A batch begins when you place a document into your scanner and enter a name for the batch, and it ends when you file all the documents contained within the batch and post it to the system. A batch can be: A single document consisting of one page A single document consisting of multiple pages Multiple documents of varying page length Note: If you create a batch but do not acquire any images, your batch indicates that it has one document and zero pages. This means that you have created a document in NextGen® Document Management where you can place pages when you acquire images. Do not create mor

Generating Reports

Recommendations

Generate NextGen Document Management Reports

Document Management Reports

View the NextGen® Document Management Significant Events History

Using NextGen® Document Management with Other Applications

System Level Significant Events Reference List

Acquiring and Filing Documents and Images

Generate NextGen Document Management Reports

Document Management Reports

View the NextGen® Document Management Significant Events History

Using NextGen® Document Management with Other Applications

System Level Significant Events Reference List

Acquiring and Filing Documents and Images