Delete User Filters
On the
Export
tab, under
Clinical Information
,
select the gear
icon.
The
DSM Filter Configuration
window opens.
Select
Delete Existing Filter
, select a filter from the list, and then select
Next
.
When the confirmation message appears, select
Yes
.
If you delete the currently selected filter, the filter selection changes to the default filter.
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NextGen® Enterprise EHR Help
Configure Practice Filters
Before you begin Practice filters must have been previously enabled for the practice. Your user account must have previously been granted permission to update practice filters. You can create a filter that is available to all users in the currently selected practice. On the Export tab, under Clinical Information, set Export Type to Manual Data Selection. In the Clinical Information pane, select the gear icon.The DSM Filter Configuration window opens. Select Create New Filter and Create Practice Filter, enter a name for the filter, and then select Next. DSM Filter Configuration The window presents a list of clinical information categories. New Filter Configuration To open Help for this window, click the icon at the upper right. For each category, such as Encounters, Medications, and Allergies, a blue underlined link appears, stating which items should be selected for that category. The initial settings are the same as for the Clinical Context (NextGen Filter). To modify the selection cr
NextGen® Enterprise EHR Help
Create User Filters
You can create and name a filter that is available only to you and then reuse it in later sessions. On the Export tab, under Clinical Information, set Export Type to Manual Data Selection. In the Clinical Information pane, select the gear icon.The DSM Filter Configurationwindow opens. DSM Filter Configuration Select Create New Filter and Create User Filter, enter a name for the filter, and then select Next. The window presents a list of clinical information categories. New Filter Configuration To open Help for this window, click the icon at the upper right. For each category, such as Encounters, Medications, and Allergies, a blue underlined link appears, stating which items should be selected for that category. The initial settings are the same as for the Clinical Context (NextGen Filter). To modify the selection criteria for a category, click the blue, underlined link. A shortcut menu displays possible values for the selection criteria. Varying types of criteria are available dependin
NextGen® Enterprise EHR Help
Edit User Filters
On the Export tab, under Clinical Information, select the gear icon.The DSM Filter Configuration window opens. Which Filter Would You Like to Edit Select Edit Existing Filter, select which filter to edit, and then select Next. The window presents a list of clinical information categories. Editing User Filter To open Help for this window, click the icon at the upper right. For each category, such as Encounters, Medications, and Allergies, a blue underlined link appears, stating which items should be selected for that category. The initial settings are the same as for the Clinical Context (NextGen Filter). To modify the selection criteria for a category, click the blue, underlined link. A shortcut menu displays possible values for the selection criteria. Varying types of criteria are available depending on which category you are configuring. Select an option, and enter a value, if applicable. The types of selection options may include the following: All: Select all items for this categor
NextGen® Enterprise EHR Help
Enable Practice Filters
You can enable or disable the creation of filters that are available to all users from a practice. Open File Maintenance. Select Master Files > System > Practices. The Practices List window opens. Practices List Window In the Practices list, double-click a practice. The Modify Practice Information window opens. Modify Practice Information Window Select Preferences. The Practice Preferences window opens. In the left pane, select EHR.The window updates to show options related to NextGen® Enterprise EHR. Allow DSM/MSU Practice Filters Select or clear the Allow DSM/MSU Practice Filters check box, and then select OK. Parent topic: Configuring Clinical Data Filters
NextGen® Enterprise EHR Help
Reapply Filters
To reapply the current filter, select the Clinical Information Filter Applied list, and then reselect the current filter from the list.Reapplying the filter removes the effect of any actions you took to manually select or deselect individual items. Parent topic: Configuring Clinical Data Filters
NextGen® Enterprise EHR Help
Select Filters
On the Export tab,under Clinical Information, set Export Type to Manual Data Selection, and then select a user filter or practice filter from Clinical Information Filter Applied. Selecting a Filter To see which items were selected by the filter, view the Clinical Information list, and expand it as necessary. Note: Selected items are preceded by a check mark Selected Selected Items If any encounters were marked as sensitive in NextGen® Enterprise EHR, a warning message appears to the right of the filter editing icon. Any clinical items from sensitive encounters are preceded by an (exclamation point) in the Clinical Information tree. Clinical information filters do not select items from sensitive encounters, even if those items meet all the criteria defined for the filter. This feature helps prevent accidental exporting of sensitive items. Sensitive Encounter Warnings If you want to adjust the selection, manually select or deselect individual items. You can also manually select items tha
icon.
The DSM Filter Configuration window opens.