Filter Patient on Schedule Information

NextGen® Enterprise EHR Help

Appointment Book Tab Filter Details

You can view the description of the filters available on the Appointment Book tab. The table provides information about the filters using which you can filter the patients. Filters Description Locations You can select one or more locations to filter patients for display in the patient grid. If you have not selected a location, then location options in the list default to locations associated with the practice you have selected at the time of log in. You can change the default location and select more than one location. When you close and return to the application, the previously selected locations in NextGen Care® Population Management Hub are available. Date You can set appointment date range to filter scheduled patients. Date field is the only mandatory search parameter. Time You can set the appointment time range to filter scheduled patients. Resources You can select one or more resources to filter patients. If a provider has been selected in NextGen® Enterprise, the selected provid

NextGen® Enterprise EHR Help

Restricted Patient Information in Patient Grid

If you are excluded from viewing patient information based on the System Administrator exclusion settings and the patient name appears in the patient grid of Appointment Book tab, then: The patient name in the patient grid appears as Restricted. If you select a restricted patient from the patient grid, the information is not populated on the Care Opportunities tab. The options available on the lower toolbar of the NextGen Care® Population Management Hub is not available for the restricted patient. For more information on System Administrator inclusion and exclusion settings, go to NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen® Enterprise. Parent topic: Schedule

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

Filter Patient Information in Patient Grid

You can filter the patient information listed in the patient grid. The patient information listed in the patient grid is filtered using the standard filter control available in the header of each column. In NextGen Care® Population Management Hub, do one of the following: From Cohorts, run a report. From My Lists, run a list. From Appointment Book, filter the patients. The patient list appears in the patient grid. In the patient grid, select the filter icon available on the column header. The filter value opens. Select one of the following from the list. Select All for all patients in the column Select Blanks for patients with the blank column Select \ for patients with a name or a non-blank value Select the name of the patient. Depending on your selection, the filter is applied to the patient information in patient grid. Parent topic: 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

Filter Patient on Schedule Information

Recommendations

Appointment Book Tab Filter Details

Restricted Patient Information in Patient Grid

Schedule

Patient Grid

Filter Patient Information in Patient Grid

Apply Custom Filter

Appointment Book Tab Filter Details

Restricted Patient Information in Patient Grid

Schedule

Patient Grid

Filter Patient Information in Patient Grid

Apply Custom Filter