Apply Custom Filter
You can apply custom filter to filter patient information in the patient grid and in the My Lists tab.
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NextGen® Enterprise EHR Help
You can filter the patient information listed in the patient grid. The patient information listed in the patient grid is filtered using the standard filter control available in the header of each column. In NextGen Care® Population Management Hub, do one of the following: From Cohorts, run a report. From My Lists, run a list. From Appointment Book, filter the patients. The patient list appears in the patient grid. In the patient grid, select the filter icon available on the column header. The filter value opens. Select one of the following from the list. Select All for all patients in the column Select Blanks for patients with the blank column Select \ for patients with a name or a non-blank value Select the name of the patient. Depending on your selection, the filter is applied to the patient information in patient grid. Parent topic: Patient GridFilter Patient Information in Patient Grid
NextGen® Enterprise EHR Help
The patient grid displays the patient demographic details, financial and next appointment details. When you run the NextGen Care® Population Management Hub report, patient information appears in the patient grid. The patient grid displays the patient demographic details, patient's risk level (color-coded), patient portal enrollment status, financial information, and the next appointment details. Note: If multiple appointments are scheduled for a patient on the same day, the next immediate appointment of that day appears in the Next Appointment field when you run the report. When reports are filtered based on appointment schedule in the Appointment Book tab, the patient grid displays additional columns. Note: The following columns appear in the patient grid when they are enabled on the Grid + Data tab on the User Settings window. Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Patient Grid Columns The patient grid provides information on tPatient Grid
NextGen® Enterprise EHR Help
You can filter the patient information listed in the My Lists tab using the standard filter control available in the header of each column. From NextGen Care® Population Management Hub, on the My Lists tab, select the Filter icon available on the column header. The filter values appear in the list. Select one of the following from the list: Select All for all patients in the column. Select Blanks - Patients with the blank column. Select NonBlanks - Patients with a name or a non-blank value. Select the name of the patient list. Depending on your selection, the filter is applied to the patient information on My Lists. Parent topic: My ListsFilter Patient List in My Lists
NextGen® Enterprise EHR Help
You can remove the patient information available on the My Lists tab. To remove individual patient information from the My Lists tab, run the required report and delete the required patient information. From NextGen Care® Population Management Hub, on the My Lists tab, run the required patient report. The patient list appears in patient grid. In patient grid, right-click the required patient information, and then select Remove. The patient information is removed from the selected patient report on the My Lists tab. Parent topic: My ListsRemove Patient Information from My Lists
NextGen® Enterprise EHR Help
You can view the description of the filters available on the Appointment Book tab. The table provides information about the filters using which you can filter the patients. Filters Description Locations You can select one or more locations to filter patients for display in the patient grid. If you have not selected a location, then location options in the list default to locations associated with the practice you have selected at the time of log in. You can change the default location and select more than one location. When you close and return to the application, the previously selected locations in NextGen Care® Population Management Hub are available. Date You can set appointment date range to filter scheduled patients. Date field is the only mandatory search parameter. Time You can set the appointment time range to filter scheduled patients. Resources You can select one or more resources to filter patients. If a provider has been selected in NextGen® Enterprise, the selected providAppointment Book Tab Filter Details
NextGen® Enterprise EHR Help
You can filter the patient's schedule information. You can display the patients in the patient grid depending on the patient schedule information. From NextGen Care® Population Management Hub, select Appointment Book. From Locations, select one or more location names. To select all the locations at a time, select LocationName. Note: The location names are listed in the ascending alphabetical order. Select LocationName to change the order. In Date, select the date range. By default, the current system date is selected or today's date is selected. In Time, select the time range. By default, 12:00 AM to 11:00 PM time is selected. From Resources, select one or more resources. To select all the resources at a time, select the check box next to Description. From the Events list, select one or more events. To select all the events at a time, select the check box next to Name. Select Update. The patient grid displays the patients filtered based on the appointment schedule. Parent topic: Schedu