Create Memorized Reports

NextGen® Enterprise EHR Help

Configure the NextGen Care® Population Management Hub Reports

NextGen Care® Population Management Hub uses existing patient level NextGen® Enterprise EHR and NextGen® Enterprise PM reports. You can also create new memorized reports. To configure a memorized report, do the following: Create a memorized report. Create a snapshot report. Create Memorized Reports Create a Snapshot Report Parent topic: Using NextGen Care Population Management Hub

Help Guide for NextGen® Enterprise PM 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

Help Guide for NextGen® Enterprise PM 8

Memorize a Report

Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat

File Maintenance Help for NextGen® Enterprise 8

Memorize a Report

Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat

File Maintenance Help for NextGen® Enterprise 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

NextGen® Enterprise EHR Help

NextGen® Enterprise PM and NextGen Enterprise Memorized Reports

After you set up a report with the filters that best fit your practice, you can save the memorized report settings so that they are available for use again. You do not have to run the report to memorize it. Memorizing a report saves the report parameters, not the actual data. Each time you run the memorized report, the report format remains the same but it always contains the current information from the database. NextGen® Enterprise PM memorizes date ranges in different ways, depending on the following criteria: If you use criteria like current month or month to date, then NextGen® Enterprise PM uses your server's current date to set the date range. This is referred to as a smart date. If you enter a custom date, then NextGen® Enterprise PM remembers that date and uses it to pull the report data. Both NextGen® Enterprise PM and NextGen® Enterprise EHR reports can be memorized. Once memorized, you can run a report from the list of memorized reports without the need to reconfigure the r

Create Memorized Reports

Recommendations

Configure the NextGen Care® Population Management Hub Reports

Memorizing Reports

Memorize a Report

Memorize a Report

Memorizing Reports

NextGen® Enterprise PM and NextGen Enterprise Memorized Reports

Configure the NextGen Care® Population Management Hub Reports

Memorizing Reports

Memorize a Report

Memorize a Report

Memorizing Reports

NextGen® Enterprise PM and NextGen Enterprise Memorized Reports