Configure Quick Filters

NextGen® Enterprise EHR Help

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. On the Export tab, under Clinical Information, set Export Type to Manual Data Selection. In the Clinical Information pane, select the gear icon.The DSM Filter Configuration window opens. 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). To modify the selection cr

NextGen® Enterprise EHR Help

Create User Filters

You can create and name a filter that is available only to you and then reuse it in later sessions. On the Export tab, under Clinical Information, set Export Type to Manual Data Selection. In the Clinical Information pane, select the gear icon.The DSM Filter Configurationwindow opens. DSM Filter Configuration Select Create New Filter and Create User Filter, enter a name for the filter, and then select Next. 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). 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 dependin

NextGen® Enterprise EHR Help

Edit User Filters

On the Export tab, under Clinical Information, select the gear icon.The DSM Filter Configuration window opens. Which Filter Would You Like to Edit Select Edit Existing Filter, select which filter to edit, and then select Next. The window presents a list of clinical information categories. Editing User Filter 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). 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. Select an option, and enter a value, if applicable. The types of selection options may include the following: All: Select all items for this categor

NextGen® Enterprise EHR Help

Types of Clinical Data Filters

You can use any of the following types of filters: Clinical Context (NextGen Filter): This predefined filter selects all clinical items that are required for Meaningful Use and Advancing Care Information: Active Medications Active Allergies Active Problems Active Implantable Devices Plan of Care Immunizations Note: You cannot modify or delete this type of filter. None: This filter clears the selection so that no clinical items are selected. Quick Filter: You can customize this filter for use only in the current session. User Filters: You can create and name these filters for possible reuse in later sessions. These filters are available only to you, the current user. You can mark one of them as your default filter. Practice Filters: These filters are available to all users who belong to the same practice. Practice filters are available only if they have been enabled. You can create and modify practice filters if your account has been granted the necessary permission. If so, you can also

NextGen® Enterprise EHR Help

Select Filters

On the Export tab,under Clinical Information, set Export Type to Manual Data Selection, and then select a user filter or practice filter from Clinical Information Filter Applied. Selecting a Filter To see which items were selected by the filter, view the Clinical Information list, and expand it as necessary. Note: Selected items are preceded by a check mark Selected Selected Items If any encounters were marked as sensitive in NextGen® Enterprise EHR, a warning message appears to the right of the filter editing icon. Any clinical items from sensitive encounters are preceded by an (exclamation point) in the Clinical Information tree. Clinical information filters do not select items from sensitive encounters, even if those items meet all the criteria defined for the filter. This feature helps prevent accidental exporting of sensitive items. Sensitive Encounter Warnings If you want to adjust the selection, manually select or deselect individual items. You can also manually select items tha

NextGen® Enterprise EHR Help

Delete User Filters

On the Export tab, under Clinical Information, select the gear icon.The DSM Filter Configuration window opens. Which Filter Would You Like to Delete Select Delete Existing Filter, select a filter from the list, and then select Next. When the confirmation message appears, select Yes. If you delete the currently selected filter, the filter selection changes to the default filter. Parent topic: Configuring Clinical Data Filters

Configure Quick Filters

Recommendations

Configure Practice Filters

Create User Filters

Edit User Filters

Types of Clinical Data Filters

Select Filters

Delete User Filters

Configure Practice Filters

Create User Filters

Edit User Filters

Types of Clinical Data Filters

Select Filters

Delete User Filters