Configure User Settings

NextGen® Enterprise EHR Help

Configuration of the User and Global Settings

You can make changes to the user level and global settings using Settings in NextGen Care® Population Management Hub. The following columns appear in the patient grid of NextGen Care® Population Management Hub only when they are enabled on the Grid + Data tab of the User Settings window: Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Configure the Global Settings Configure User Settings Configure the display for Cohorts and patient grid. Parent topic: NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

Set up a Template as Favorite

In User Settings, you can set up medical records and demographic templates as favorite that appear in the Chart list, which you can access directly from NextGen Care® Population Management Hub. Open NextGen Care® Population Management Hub. Select the settings icon. The Settings window opens. On User Settings, select Templates and then do one of the following: To open medical record templates, select Medical Records. To select demographic templates, select Demographics. The Available Templates section lists the templates as per the selected template type. From the Available Templates list, select a template to set as favorite and select Add. Note: You can configure a maximum of ten favorite templates. The selected template appears in the Favorite Templates list. Note: You can also remove a template from the Favorite Templates list and move it back to the Available Templates list. To change the position of the in the Chart list, select the template from the Favorite Templates list and se

NextGen® Enterprise EHR Help

Create a Snapshot Report

You can create snapshot of patient level NextGen® Enterprise PM reports and the NextGen® Enterprise reports. Set up the report by defining the columns and filters to produce the desired format and results. Select OK. The report is generated. On the generated report, select . The Save Snapshot window opens. In Save As, enter the name of the report, and select OK. The added report appears under Report Snapshots on the Cohorts tab. Parent topic: Configure the NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

Patient Grid

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 t

Help Guide for NextGen® Enterprise PM 8

Report Snapshots in Population Management Hub

Reports can be created in NextGen® Enterprise PM using specific filters and qualifying criteria to identify a specific patient population, and then saved as a report snapshot. These report snapshots can be accessed in NextGen® Enterprise EHR from the Population Management Hub > Cohorts tab and used to generate a patient list for outreach purposes, such as sending messages via NextGen Care® Outreach or NextGen® PxP Portal. For more information on report snapshots in NextGen Care® Population Management Hub, go to the NextGen Healthcare Success Community and download the Population Management Hub User Guide for NextGen® Enterprise. Parent topic: Saving Report Snapshots

NextGen® Enterprise EHR Help

Viewing the NextGen® Enterprise PM Memorized Reports

You must ensure the following requirements are met to view the NextGen® Enterprise PM reports in Cohorts: You must have NextGen® Enterprise PM license to view the reports in Cohorts. You must have access permissions to view patient’s clinical data. If you don’t have access to patient’s clinical data as per the NextGen® Enterprise Exclusions list, then you cannot view the patient’s clinical data on Care Opportunities though NextGen® Enterprise PM reports and patient name appears as Restricted in patient grid. You must have access to view and run the NextGen® Enterprise PM reports. If you don’t have the access to run the NextGen® Enterprise PM reports, then you cannot run the reports available in NextGen Care® Population Management Hub. When you select any NextGen® Enterprise PM report on the Cohorts tab, patients’ information does not appear in patient grid. You must ensure patient level NextGen® Enterprise PM reports are created. The NextGen Care® Population Management Hub supports onl

Configure User Settings

Recommendations

Configuration of the User and Global Settings

Set up a Template as Favorite

Create a Snapshot Report

Patient Grid

Report Snapshots in Population Management Hub

Viewing the NextGen® Enterprise PM Memorized Reports

Configuration of the User and Global Settings

Set up a Template as Favorite

Create a Snapshot Report

Patient Grid

Report Snapshots in Population Management Hub

Viewing the NextGen® Enterprise PM Memorized Reports