Filter

NextGen® Enterprise EHR Help

Schedule

You can filter the patients based on the NextGen® Enterprise PM schedule data to support care management work-flows such as care team huddles and pre-visit planning. Note: The Appointment Book tab is not available in NextGen Care® Population Management Hub, if the View access rights for Modules > Medical Records > Patient Appointment is turned off in the System Administrator. You can either use one filter or all the filters on the Appointment Book tab to filter the patients. If you do not select any filter such as locations, date, time, resources, and events, then the system responds as if all the options for the filter were selected. For example, if you do not select locations, then all the locations of that practice appears, relative to other filters selected. When the patients are filtered based on the appointment schedule, The Patient Grid consist of appointment related columns. Restricted Patient Information in Patient Grid Filter Patient on Schedule Information You can filter the

NextGen® Enterprise EHR Help

Patient Grid

The patient grid displays the patient demographic details, financial and next appointment details. When you run the NextGen Care® Population Management Hub report, patient information appears in the patient grid. The patient grid displays the patient demographic details, patient's risk level (color-coded), patient portal enrollment status, financial information, and the next appointment details. Note: If multiple appointments are scheduled for a patient on the same day, the next immediate appointment of that day appears in the Next Appointment field when you run the report. When reports are filtered based on appointment schedule in the Appointment Book tab, the patient grid displays additional columns. Note: The following columns appear in the patient grid when they are enabled on the Grid + Data tab on the User Settings window. Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Patient Grid Columns The patient grid provides information on t

NextGen® Enterprise EHR Help

Cohorts

You can access the list of saved NextGen Care® Population Management Hub reports on the Cohorts tab. The following reports are available: NextGen® Enterprise EHR memorized reports. NextGen® Enterprise PM memorized reports. NextGen® Enterprise EHR and NextGen® Enterprise PM report snapshots. You can sort the data available in Cohorts by selecting on the column header. You can view the patient clinical information in Care Opportunities, only if you have permission to access patient's data. Note: In NextGen Care® Population Management Hub, only patient level NextGen® Enterprise PM reports are available. NextGen Enterprise PM and NextGen Enterprise Memorized Reports Run a Report You can run the NextGen Care® Population Management Hub report from Cohorts, My Lists, or Appointment Book. Parent topic: NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

NextGen Care® Population Management Hub Reports

The NextGen Care® Population Management Hub reports displays a list of the individual patients identified as part of a predefined patient population. Cohorts Filter My Lists Schedule You can filter the patients based on the NextGen® Enterprise PM schedule data to support care management work-flows such as care team huddles and pre-visit planning. Patient Grid The patient grid displays the patient demographic details, financial and next appointment details. Care Opportunities Outreach Log Configuration of the User and Global Settings Configuration of the user and global settings in NextGen Care® Population Management Hub. Parent topic: Using NextGen Care Population Management Hub

NextGen® Enterprise EHR Help

Create and Use Custom Reports

NextGen® Enterprise EHR enables you to create, generate, and work with NextGen® Enterprise EHR custom reports. You can also use NextGen® Enterprise EHR report filters to create NextGen® Population Health Solutions patient reminder communications. Custom Reports Creating Custom Reports Open the Report Filter Report Filter Examples Use NextGen Enterprise EHR Report Filters to Create NextGen Population Health Solutions Patient Reminder Communications Selecting and Sorting Report Columns Selecting Data and Generating Reports Select Report Options Saving and Working with Reports Creating and Using Summary Reports Generate and Work with Reports Parent topic: NextGen Enterprise EHR Reports

NextGen® Enterprise EHR Help

Accessing the Report Filter in the Report Server

You can also access the NextGen® Enterprise EHR Report Filter to create, modify, and generate NextGen® Enterprise Reports using the NextGen Report Server. Parent topic: Generate and Work with Reports

Filter

Recommendations

Schedule

Patient Grid

Cohorts

NextGen Care® Population Management Hub Reports

Create and Use Custom Reports

Accessing the Report Filter in the Report Server

Schedule

Patient Grid

Cohorts

NextGen Care® Population Management Hub Reports

Create and Use Custom Reports

Accessing the Report Filter in the Report Server