Filter Patient Information in Patient Grid

NextGen® Enterprise EHR Help

Apply Custom Filter

You can apply custom filter to filter patient information in the patient grid and in the My Lists tab. Open NextGen Care® Population Management Hub In the patient grid or on My Lists, select the Filter icon available on the column header. Select the Custom filter from the list. The Custom Filter window opens. In Filter based on, select the required filter. Select the required condition and value from the lists available next to the Add. If you want add more conditions, select Add. Note: To delete additional rows in the Custom Filter window, select Delete. Select OK. The patient information as filtered using custom filter opens. Parent topic: Patient Grid

NextGen® Enterprise EHR Help

Select Patients from Patient Grid

You can select one or more patients from the patient grid. To select one patient, select the check box next to the patient name. To select one or more patients, select the check box next to the patient names. To select all patients, select the check box next to the filter icon. To select or clear the check box next to the patient name, select space bar key. Parent topic: Patient Grid

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

Filter Patient List in My Lists

You can filter the patient information listed in the My Lists tab using the standard filter control available in the header of each column. From NextGen Care® Population Management Hub, on the My Lists tab, select the Filter icon available on the column header. The filter values appear in the list. Select one of the following from the list: Select All for all patients in the column. Select Blanks - Patients with the blank column. Select NonBlanks - Patients with a name or a non-blank value. Select the name of the patient list. Depending on your selection, the filter is applied to the patient information on My Lists. Parent topic: My Lists

NextGen® Enterprise EHR Help

Filter Patient on Schedule Information

You can filter the patient's schedule information. You can display the patients in the patient grid depending on the patient schedule information. From NextGen Care® Population Management Hub, select Appointment Book. From Locations, select one or more location names. To select all the locations at a time, select LocationName. Note: The location names are listed in the ascending alphabetical order. Select LocationName to change the order. In Date, select the date range. By default, the current system date is selected or today's date is selected. In Time, select the time range. By default, 12:00 AM to 11:00 PM time is selected. From Resources, select one or more resources. To select all the resources at a time, select the check box next to Description. From the Events list, select one or more events. To select all the events at a time, select the check box next to Name. Select Update. The patient grid displays the patients filtered based on the appointment schedule. Parent topic: Schedu

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

Filter Patient Information in Patient Grid

Recommendations

Apply Custom Filter

Select Patients from Patient Grid

Patient Grid

Filter Patient List in My Lists

Filter Patient on Schedule Information

Schedule

Apply Custom Filter

Select Patients from Patient Grid

Patient Grid

Filter Patient List in My Lists

Filter Patient on Schedule Information

Schedule