Create the Orders Filter Display Name, Commands, and Columns

NextGen® Enterprise EHR Help

Select the Orders Filter Order Types, Order Status, and Date Context

After you have set up the name, commands, and columns for a new filter, you must select the filter order type(s) on the Data tab to complete the basic filter setup. You can also select the order status and dates to filter by. On the Set Orders Summary Filters window, select the Data tab. In the Select order types section, select the check box for each order type to filter by: LabOrder RadiologyOrder ImmunizationOrder To clear all order types, select Uncheck All. To include all order types, select Check All. To continue entering filter data without applying or saving the filter yet, proceed to step 5. To apply or save and apply the filter after you select the order type(s), select Apply or Save All & Apply. The filter is displayed on the Filters bar for the Orders Summary grid or the Orders Management grid. You can select the filter and the Manage Filters option again to enter data later. In the Select order status section, select the order statuses to display. For example, to view sign

NextGen® Enterprise EHR Help

Select the Orders Filter Provider, Location, and Performing Entity

You can select one or more providers, locations, or performing entities to filter orders by on the Data 2 tab of the Set Orders Summary Filters window. The Performing Entity section is applicable to lab and radiology orders only. If you select only ImmunizationOrder as the order type in the Data tab, the Performing Entity section does not appear. To access the Set Orders Summary Filters window if it is not open, select the saved filter you created on the Orders Summary grid Filter bar, and select Manage Filters. On the Set Orders Summary Filters window, select the Data 2 tab. In the Provider section, select to search for the ordering provider(s). The Provider Search window opens. Do one of the following: To view all providers for your practice, do not enter any search criteria, and select Search. Enter the full or partial practice details or provider contact information, and select Search. Select the provider(s) from the list of matches. Double-click to select one provider, double-clic

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Reports

To narrow your search results, you can search by the Create date or Next action date option. Open the Management Plan Reporting template. To add a report filter, select a filter option from the left pane. You can select from the following filter options: Category Plan name Status Provider Location The filters for the selected filter option appear in the left column. To add a filter to the right column, do one of the following: Select an item in the left column and use the arrows between the grids to move the item to the right column. You can add one or more filters at a time. Select the Add on row select check box and then select one or more filters in the left column to automatically move them to the right column. Report Filter grid To remove filters from the right column, do one of the following: Select an item in the right column and use the arrows between the two grids to move to the left column. You can remove one or more filters at a time. Select the Remove on row select check bo

NextGen® Enterprise EHR Help

Change the Sequence of Private or Practice Orders Filters

You can change the sequence of the filters within the Private or Practice group on the Set Orders Summary Filters window and on the Top toolbar for the Orders Summary grid and the Orders Management grid. You cannot change the sequence of pre-defined filters. Do one of the following: On the Filters bar in the Orders panel of the Orders Summary tab, select Manage Filters. On the Filters bar in your custom Practice template with an Orders Management order control, select Manage Filters. The Set Orders Summary Filters window opens. In the Private or Practice group, select the filter to reposition. To move the filter up one level in the group, select the Up arrow. To move the filter down one level in the group, select the Down arrow. To save your changes, select Save All & Apply. Parent topic: Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Help

Clear Selections for a Private or Practice Orders Filter

You can clear all the selections and entries you have made for a private or practice filter on the Display and three Data tabs without removing the filter from the Set Orders Summary Filters window. Do one of the following: On the Filters bar in the Orders panel of the Orders Summary tab, select Manage Filters. On the Filters bar in your custom Practice template with an Orders Management order control, select Manage Filters. The Set Orders Summary Filters window opens. Select the filter in the list in the left section of the window, and select Clear Filter. A confirmation message appears. To confirm the action, select Yes. All of the selections and entries for the filter are cleared. Parent topic: Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Template Editor Help 8

Filter a Trigger

You can filter the added triggers in the Triggers window based on the enable or disable triggers, fields, events, and actions. All is an option for each filter. Right-click the template field or the template, and then select Triggers. The list of triggers appears in the grid. The total number of triggers appears in the triggers grid. You can filter the triggers based on fields, events, and actions. The filtered trigger appears in the grid. You can filter the trigger with the following options: All - Displays all the enabled and disabled triggers. Enable - Displays only the Enabled triggers. Disable - Displays only the Disabled triggers. All Fields - Displays all the fields. You can filter the required field in the grid by selecting the field from the Field list. All Events - Displays all the events. You can further filter the grid by selecting the required event from the Event list. All Actions - Displays all the actions. You can further filter the grid by selecting the required action

Create the Orders Filter Display Name, Commands, and Columns

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Select the Orders Filter Order Types, Order Status, and Date Context

Select the Orders Filter Provider, Location, and Performing Entity

Configure Reports

Change the Sequence of Private or Practice Orders Filters

Clear Selections for a Private or Practice Orders Filter

Filter a Trigger

Select the Orders Filter Order Types, Order Status, and Date Context

Select the Orders Filter Provider, Location, and Performing Entity

Configure Reports

Change the Sequence of Private or Practice Orders Filters

Clear Selections for a Private or Practice Orders Filter

Filter a Trigger