Enable Users to Update Practice Filters

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

Types of Clinical Data Filters

You can use any of the following types of filters: Clinical Context (NextGen Filter): This predefined filter selects all clinical items that are required for Meaningful Use and Advancing Care Information: Active Medications Active Allergies Active Problems Active Implantable Devices Plan of Care Immunizations Note: You cannot modify or delete this type of filter. None: This filter clears the selection so that no clinical items are selected. Quick Filter: You can customize this filter for use only in the current session. User Filters: You can create and name these filters for possible reuse in later sessions. These filters are available only to you, the current user. You can mark one of them as your default filter. Practice Filters: These filters are available to all users who belong to the same practice. Practice filters are available only if they have been enabled. You can create and modify practice filters if your account has been granted the necessary permission. If so, you can also

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

Precedence of Default Filters

When you start the Data Share module, it automatically selects a default filter for you based on the following order: If you have a default user filter, it is applied. Otherwise, a default practice filter is applied. If neither default filter exists, the Clinical Context (NextGen Filter) is applied. 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

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

Enable Users to Update Practice Filters

Recommendations

Enable Practice Filters

Types of Clinical Data Filters

Configure Practice Filters

Precedence of Default Filters

Select Filters

Reapply Filters

Enable Practice Filters

Types of Clinical Data Filters

Configure Practice Filters

Precedence of Default Filters

Select Filters

Reapply Filters