Create a Report Header and Footer

File Maintenance Help for NextGen® Enterprise 8

Customize Report Header/Footer Field Descriptions

The following table provides additional information for the fields on the Customize Report Header/Footer window. You can use the tables when customizing your reports. Header Options Option Description Main Title The first line of the title and displays across the top of the report page. The system will provide a default title but you can change it. Report Title The second line of the title. The system will provide a default title but you can change it. On some reports, it clarifies the report being run. On other reports, it could be the date filter for the report. Changing this field affects the date range of the report on memorized reports. Note: When you preview reports in portrait layout that have very lengthy report titles and subtitles, they could be truncated. Sub Title Clarifies the report being run. The date range for the report usually is the default but you can change it. Date Prepared Select the format for the date and time that the report was run. You can select either the

File Maintenance Help for NextGen® Enterprise 8

Adjust Report Headers and Footers

Do one of the following: On the Report toolbar, select Customize Header/Footer . Right-click on the Report display, and then select Headers and Footers. If the Report Filter is open, select Head/Foot. The Customize Report Header/Footer window opens. Select the options that you want to include in the header, footer, and addendum. To the right of each option you select, set whether you want that option to display on the left, center, or right side of the report header and footer. The following Header Options are available to choose: Main Title: The first line of the title and displays across the top of the report page. The system will provide a default title but you can change it. Report Title: The second line of the title. The system will provide a default title but you can change it. On some reports, it clarifies the report being run. On other reports, it could be the date filter for the report. Changing this field affects the date range of the report on memorized reports. Note: When y

NextGen® Enterprise EHR Help

Custom Reports

Report Filter allows you to generate, view and print custom created reports. Reports could be built for either a specific practice (that you used to logon to the application) or a specific enterprise (that you used to logon to the application). Note: To create and generate NextGen® Enterprise EHR reports, there must be report types set up in File Maintenance. For the availability of report types, refer to your practice's System Administrator. The NextGen® Enterprise EHR Custom Reports use patient demographic information (such as First Name, Last Name, Gender, Address, Date of Birth, and so on) for filtering and pulling specific data from a patient's chart based on custom-build criteria, such as: Template data Diagnosis data Procedure data Allergy data Medication data Laboratory data Parent topic: Create and Use Custom Reports

NextGen® Enterprise EHR Help

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

For the Enterprise-Level Reports, you can select the Practices; the data is being pulled from the Practices for your report. Only the Practices that belong to the Enterprise you are logged onto are available for selection. Select Enterprise from the Report Filter Settings List. Report Filter Select all the pertinent practices. Note: By default, ONLY the Practices you are logged onto are automatically selected. If necessary, select the appropriate options from the Report Filter Settings List to filter the report data. Select Columns from the Settings List and select the appropriate columns. If necessary, select Sorting or other report display options from the Report Filter. To view the report data in alternate shading, select Alternate Shading. Note: The alternate shading pattern does not display when you print the report. Select Save. Note: Saving the report before generating is optional. To generate the report, select OK. Parent topic: Selecting Data and Generating Reports Related tas

Help Guide for NextGen® Enterprise PM 8

Report Toolbar Buttons

The following table describes each button available on the report toolbar in NextGen® Enterprise PM. Button Description Print Report: Select to print the report. Note: The report is sent to the default printer defined in Practice Preferences > Printing. If the user has specified a different printer in their General User Preferences > Printing, it overrides the printer defined in Practice Preferences. Anesthesia Audit Print Options: Select to view and modify the Anesthesia Audit Print Options. Note: Default settings can be defined in General User Preferences > Anes Printing tab. Preview Report: Select to view a print preview of the report. Memorize Report: Select to memorize and save the current report configuration for future use. The Memorize Report window appears. Enter a name and select a report type for the memorized report, and then select the OK button. Memorized reports are accessed from the Reports button on the main toolbar, or from the Reports menu in NextGen® Enterprise PM.

NextGen® Enterprise EHR Help

Create Custom Report

Open the Report Filter. Select the Report data (for example, Diagnosis data for patients with hypertension over 60 years of age). Filter the data you need in the specific report using the columns and sorting functions. Note: Additional columns display for the specific report data you have selected. Change the display options, if needed. For example, create a header and footer. Select Save. Note: Saving the report before generating is optional. To generate the report, select OK. Parent topic: Creating Custom Reports Related concepts NextGen Enterprise EHR Custom Report Examples Report Filter Examples

Create a Report Header and Footer

Recommendations

Customize Report Header/Footer Field Descriptions

Adjust Report Headers and Footers

Custom Reports

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

Report Toolbar Buttons

Create Custom Report

Customize Report Header/Footer Field Descriptions

Adjust Report Headers and Footers

Custom Reports

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

Report Toolbar Buttons

Create Custom Report