Enable Practice Filters

NextGen® Enterprise EHR Help

Enable Users to Update Practice Filters

You can control whether selected users can configure practice filters in the Data Share moduleData Share module. Open System Administrator. In the left pane, expand a practice, and select a user group. In the right pane, select the Rights tab. Select OPERATIONS > Medical Summary/Data Share > Allow Updating Practice Filters. Allow Updating Practice Filters Right Under Access Rights, select Yes or No. This right allows the user to create, edit, or delete practice filters. Select Save. Parent topic: Configuring Clinical Data Filters

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

Configuring Clinical Data Filters

Clinical information filters enable you to quickly select the types of clinical data to include in an export. By defining a filter for repeated use, you can ensure that exported documents include required categories of information, such as information required for Meaningful Use compliance. Clinical information filters are available only when you set the Export Type option to Manual Data Selection. Manual Data Selection Export Type Clinical information filters do not exclude items from the Clinical Information list. Rather, these filters cause selected categories of items in the Clinical Information list to be preselected for export. Even if a filter has been applied, you are still free to select or clear individual items in the list. Types of Clinical Data Filters The Data Share module provides several types of clinical data filters, including the clinical context filter, quick filters, user filters, and practice filters. Precedence of Default Filters If you do not select a clinical d

File Maintenance Help for NextGen® Enterprise 8

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences

NextGen® Enterprise EHR Help

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Set NextGen Adaptive Content Engine Save Action for Internal Documents Assign External Resource Links in Practice Preferences to be added later. Parent topic: Internal and External Educational Resources Setup

File Maintenance Help for NextGen® Enterprise 8

Set Up Practice Preferences for Patient Information Bar

In File Maintenance, select Master Files > System > Practices. The Practice List window opens. Double-click a practice. The Modify Practice Information window opens. Select Preferences and select Patient Information Bar from the Preference List pane. Note: The EDR tab is selected by default. To display patient information bar in NextGen® EDR, select Show Patient Information Bar. In the Patient Information section, select the required check boxes to display in the patient information bar. In Alerts section, select the required check boxes to display in the patient information bar. In the Appointment Hover section, select the number of historical and future appointments you wish to see when you hover over Appointment section in the patient information bar. Select OK. Parent topic: Practice Preferences for Patient Information Bar

Enable Practice Filters

Recommendations

Enable Users to Update Practice Filters

Configure Practice Filters

Configuring Clinical Data Filters

Open the Practice Preferences

Open the Practice Preferences

Set Up Practice Preferences for Patient Information Bar

Enable Users to Update Practice Filters

Configure Practice Filters

Configuring Clinical Data Filters

Open the Practice Preferences

Open the Practice Preferences

Set Up Practice Preferences for Patient Information Bar