NextGen Knowledge Center

Configure Practice Filters

Before you begin

Practice filters must have been previously enabled for the practice.

Your user account must have previously been granted permission to update practice filters.

You can create a filter that is available to all users in the currently selected practice.

  1. On the Export tab, under Clinical Information, set Export Type to Manual Data Selection.
  2. In the Clinical Information pane, select the gear icon.
    The DSM Filter Configuration window opens.
  3. Select Create New Filter and Create Practice Filter, enter a name for the filter, and then select Next.
    DSM Filter Configuration

    The window presents a list of clinical information categories.
    New Filter Configuration

    To open Help for this window, click the icon at the upper right.

    For each category, such as Encounters, Medications, and Allergies, a blue underlined link appears, stating which items should be selected for that category. The initial settings are the same as for the Clinical Context (NextGen Filter).

  4. To modify the selection criteria for a category, click the blue, underlined link.

    A shortcut menu displays possible values for the selection criteria. Varying types of criteria are available depending on which category you are configuring.

  5. Select an option, and enter a value, if applicable.

    The types of selection options may include the following:

    • All: Select all items for this category.
    • None: Select no items for this category.
    • Active: Include only items with an active status. (This option is available for the Medications, Allergies, Problems, and Medical Equipment categories.)
    • Last n Months: Select all items for the most recent n months, where you type the desired value for n.
    • Last n: Select the most recent n items, where you type the desired value for n.
  6. To set this as your default filter, select My Default Filter.
  7. Select Save.
    The DSM Filter Configurationwindow closes. The new filter is selected, and the updated Clinical Information tree shows which items are selected by the filter.