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Create a Significant Event Report
Create a Significant Event Report
From the Main menu, select
File
>
Reports
>
Significant Events
.
The
Report Filter: Significant Events
window opens.
Select the Columns you wish to be displayed on the report.
To search for a column name, select
Find
.
The
Find
window opens.
Enter a search term and select
Find
, if there is a match, it is selected in the list.
To locate another instance of your search term, select
Find Next
.
Select
Filter 1
tab.
Select the
Create Date
and
Event Source
to include.
Select the
Filter 2
tab.
Specify additional criteria as needed.
Select the
Practices
tab.
Select the Practices for which you want to generate Significant Event report. If necessary, select
Open
to display the
Practices
window.
Select
Creator
tab.
Select the user for which you want to generate Significant Event report. If necessary, select
Open
to display the
User Name
window.
Select
Sig Events Msgs
tab.
Select
Open
to display
Significant Events Message
window.
Search for and select pertinent Significant Events.
Select
OK
.
If necessary, select the
Sorting
tab to select the order of columns on the generated report.
If necessary, select the
Options
and/or
Head/Foot
buttons to setup options and/or the header and footer for your report.
Select
OK
.
NextGen® Enterprise EHR Help
Create a Significant Event Report
From the Main menu, select File > Reports > Significant Events. The Report Filter: Significant Events window opens. Select the Columns you wish to be displayed on the report. To search for a column name, select Find. The Find window opens. Enter a search term and select Find, if there is a match, it is selected in the list. To locate another instance of your search term, select Find Next. Select Filter 1 tab. Select the Create Date and Event Source to include. Repor Filter Select the Filter 2 tab. Specify additional criteria as needed. Report Filter Select the Practices tab. Select the Practices for which you want to generate Significant Event report. If necessary, select Open to display the Practices window. Select Creator tab. Select the user for which you want to generate Significant Event report. If necessary, select Open to display the User Name window. Select Sig Events Msgs tab. Select Open to display Significant Events Message window. Search for and select pertinent Significant
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
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
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
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