Create a Significant Event Report

NextGen® Enterprise EHR Help

Creating and Generating Reports for Significant Events

You can create and generate a report for Significant Events. The following columns are available to filter the Significant Events report: Column Name Description Populating From Prac Name Practice Name The practice with which the encounter is associated Sig Msg Significant Event Message Enterprise and Practice Level Name Patient Name Patient Information Per Nbr Person Number Auto-generated number assigned to each person Src Type Source Type: Account Chart Encounter Appointment Appointment Wait List Invoice Add or Edit Task window Created By Created By Encounter Maintenance Crt Dt Create Date Encounter Maintenance Modified By Modified By Encounter Maintenance Mod Dt Modified Date Encounter Maintenance Pre Mod Data before the event Encounter Maintenance Post Mod Data after the event Encounter Maintenance You can select the Create Date and Event Source to include on the Report. Column Name Description Populating From Create Dt Create Date Encounter Maintenance Event Source Event Source: A

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

File Maintenance Help for NextGen® Enterprise 8

Add a Significant Events Message to the Significant Events Report

In the Report Filter, select the Sig Events Msgs tab. Select Open File . The Significant Events Message window opens. To search for a message to include in the report, enter the search criteria in the Available field. Select the Search for keyphrase anywhere in this field check box if you want to see results that contain the phrase you are typing. To add a message, select the message in the Available list, then select . The message moves from the Available list to the Included list. To remove a message, select the message in the Included list, and then select . The message moves from the Included list to the Available list. Select OK. The messages you selected now displays in the Message box of the Sig Events Msgs tab. Parent topic: Significant Events Preferences

Help Guide for NextGen® Enterprise PM 8

Generate a Significant Events Report

Access NextGen® Enterprise PM. From the Reports menu, select General, and then Significant Events. The NextGen Report Filter window appears. Select the desired Columns, Filters, and Sorting for the report. To generate the report, select OK. The report displays on screen. Parent topic: Significant Events Report

NextGen® Document Management User Guide,

Generate the Significant Events Report

Access the NextGen® Enterprise PM application. Open NextGen® Enterprise PM. From the menu, select Reports, and then select General > Significant Events. In Report Filter: Significant Events, set the report filters. Ensure that at least the Chart and Person event source options are selected. Select OK. The report generates. Parent topic: View the NextGen Document Management Significant Events History

Help Guide for NextGen® Enterprise PM 8

View Significant Events for Charge Discounts

You can view significant events for charge discounts from the following areas in NextGen® Enterprise PM. Patient Chart > Clinical History/Notes tab Significant Events Report To view the significant events for charge discounts in Patient Chart > Clinical History/Notes tab, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Clinical History/Notes tab. Select History, and then select Encounters. The section on the right displays significant event messages for all encounters. Each message includes Date/Time, Creator, and Description information. Messages related to charge discounts include the following: Patient Discount [Transaction Code] Created Patient Disc

Create a Significant Event Report

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Creating and Generating Reports for Significant Events

Significant Events Report Columns

Add a Significant Events Message to the Significant Events Report

Generate a Significant Events Report

Generate the Significant Events Report

View Significant Events for Charge Discounts

Creating and Generating Reports for Significant Events

Significant Events Report Columns

Add a Significant Events Message to the Significant Events Report

Generate a Significant Events Report

Generate the Significant Events Report

View Significant Events for Charge Discounts