Creating and Generating Reports for Significant Events

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

Column Name	Description	Populating From
Create Dt	Create Date	Encounter Maintenance
Event Source	Event Source: Account, Chart, and/or Encounters	Add/Edit Task window

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

Generate and Work with Reports

The NextGen® Enterprise EHR Report module also lets you do the following: Creating and Generating Reports for Significant Events Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Creating and Generating Reports for Significant Events Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Parent topic: Create and Use Custom Reports Related concepts Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Related reference Creating and Generating Reports for Significant Events

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

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

Help Guide for NextGen® Enterprise PM 8

Collections Follow Up Report Columns

The following columns are available on the Collections Follow Up report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Sect Name Section Name Accounts Receivable or Bad Debt Loc Name Service Location Name Encounter Maintenance Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Rendering Charge Rendering Provider Charge Posting Provider SubGrp 1 Provider Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Providers Master File Provider SubGrp 2 Provider Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Providers Master File Enc Rendering Enc Rendering Provider Encounter Maintenance Chg Referring Charge Referring Provider Charge Posting Enc Refer

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Creating and Generating Reports for Significant Events

Recommendations

Create a Significant Event Report

Generate and Work with Reports

Significant Events Report Columns

View Significant Events for Charge Discounts

Collections Follow Up Report Columns

Significant Events Report

Create a Significant Event Report

Generate and Work with Reports

Significant Events Report Columns

View Significant Events for Charge Discounts

Collections Follow Up Report Columns

Significant Events Report