Create Custom Report

NextGen® Enterprise EHR Help

Custom Reports Use and Features

Report Filter options give you the flexibility that you need to create many types of reports. You can generate reports for an enterprise or a practice. By filtering various combinations of report data, you can produce more comprehensive and targeted reports to address particular needs. For example, you can select Diagnosis and Template data to refine the type of diagnosis information included in a report. While the data combinations are extensive and customizable, before generating reports consider the purpose of the report you wish to create and the type of results you wish to see. The general report categories and features include the following: Report Type Description Clinical data Create reports for data contained in the NextGen® Enterprise EHR Clinical modules, including allergy, diagnosis, medication, and procedures data. Orders data Create reports for data based on the Lab or Diagnostic orders for a patient or practice within a selected enterprise. Provider data Filter Provider

NextGen® Enterprise EHR Help

Report Filter Examples

The Report Filter enables you to create simple or complex reports. From the Report Filter, you can: Select a module or option from the Settings List to filter module and patient data. Select a combination of modules or options from the Report Filter Settings List to filter module and patient data. Select additional informational and display options, including sorting, columns, and customizing the header or footer, prior to saving and/or generating a report. Note: The following examples, provide an overview of using the Report Filter to create reports. For detailed steps on selecting and filtering data, see Selecting Data and Generating Reports. For step-by-step scenarios of creating and generating reports, see NextGen® Enterprise EHR Custom Report Examples. Generate Asthmatic Report of Patients Who Smoke or are Exposed to Second Hand Smoke Generate Diabetes Report of Patients at Risk for a Diagnosis Generate Diabetes Report of Patients Filtered by Gender and Race Generate Reports of Al

NextGen® Enterprise EHR Help

Creating Custom Reports

Report Filter helps you to create the reports that best suit your needs. The Report Filter allows you set up the specific criteria used to pull data from a patient's chart and to create the specific filters to be used for your custom reports. Using the Report Filter, you can create and generate a detailed patient and/or data specific report. This section describes: Custom Reports Use and Features Create Custom Report Custom Reports Use and Features Create Custom Report Parent topic: Create and Use Custom Reports Related tasks Create Custom Report Related reference Custom Reports Use and Features

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

Create and Use Custom Reports

NextGen® Enterprise EHR enables you to create, generate, and work with NextGen® Enterprise EHR custom reports. You can also use NextGen® Enterprise EHR report filters to create NextGen® Population Health Solutions patient reminder communications. Custom Reports Creating Custom Reports Open the Report Filter Report Filter Examples Use NextGen Enterprise EHR Report Filters to Create NextGen Population Health Solutions Patient Reminder Communications Selecting and Sorting Report Columns Selecting Data and Generating Reports Select Report Options Saving and Working with Reports Creating and Using Summary Reports Generate and Work with Reports Parent topic: NextGen Enterprise EHR Reports

NextGen® Enterprise EHR Help

Create a Report Header and Footer

You may choose to create a specific Header and/or Footer for your report. Note: By default, each NextGen® Enterprise EHR Report has a Header that displays Practice Title and Date Prepared (formatted as 1/1/xx), as well as a Footer that displays Page Number (formatted Page 1). From the Report Filter, select Head/Foot. The Customize Report Header/Footer window opens. Customize Report Header/Footer Select the options you wish to be displayed in the Header of your report: Main Title - Enter the desired Main Title Report Title - Enter the desired Report Title Sub Title - Enter the desired Sub Title Date Prepared - Select the format of the Date Prepared displayed Page Number - Select the format of the Page Number displayed Practice Title - Select whether to use practice's name Practice Logo - Select whether to use your practice's logo Print Header on All Pages For each selected option, choose whether it is displayed on the Left, Center or Right side of the Report. Select the options you wish

Create Custom Report

Recommendations

Custom Reports Use and Features

Report Filter Examples

Creating Custom Reports

Custom Reports

Create and Use Custom Reports

Create a Report Header and Footer

Custom Reports Use and Features

Report Filter Examples

Creating Custom Reports

Custom Reports

Create and Use Custom Reports

Create a Report Header and Footer