Generate a Full Report from a Sub-Report

NextGen® Enterprise EHR Help

Create a Summary Report

Open the Report Filter. From the Report Filter, select Summary Report. The Denominator window opens. Denominator Enter a name for the Denominator Report and select OK. Setup all of the desired filters. Select Add Sub Report. The Numerator window opens. Numerator Enter a name for the Numerator Report and select OK. Setup any additional filters for the Numerator Report. Note: All of the filters that you have setup for the Denominator Report are retained by default. The Numerator Report should be set to filter more specific results than the Denominator Report. Add any additional options. Select OK to generate the created Summary Report. The Summary Report opens. Parent topic: Creating and Using Summary Reports Related tasks Open the Report Filter

NextGen® Enterprise EHR Help

Modify a Summary Report

From the Main menu, select File > Reports > Report List. The Memorized Reports window opens. Select the Report Type. Select the report you wish to modify and double-click it. The Report Filter displays the specifics of the Denominator Report. Select Report List. The Edit Report window opens. Edit Report Select the Denominator or the Numerator report you wish to edit and select OK. Edit any of the existing filters and/or create new filters for the selected Denominator and/or Numerator Reports. Make sure to save the modified Summary Report. Parent topic: Creating and Using Summary Reports

NextGen® Enterprise EHR Help

Save a Summary Report

After you have set up a Summary Report, you should save the report. From the Report Filter, select the Save button. The Memorize Report window opens. Memorize Report Enter the name of the report. Select the Report Type. Note: Only the Report Types that have been set up in the File Maintenance are available for selection. Refer to your practice's System Administrator in regard to availability of Report Types. Select which users are allowed to run, modify and save the report you have created. Select OK. Parent topic: Creating and Using Summary Reports

NextGen® Enterprise EHR Help

Creating and Using Summary Reports

The Summary Reports enables you to compare specifically filtered data. A Summary Report consists of the following separate reports: Report Type Description Denominator Report Filters a specific set of data that could be compared to a Numerator Report Sub-report Filters a specific set of data from the Denominator Report For example, you could create a Denominator Report for the number of female patients in your practice and compare the results to a Numerator Report, which filters out the number of female patients who are older than 40 years of age. Either a Denominator or Numerator Report could be generated as a full-report with the entire set of data displayed. Create a Summary Report Save a Summary Report Modify a Summary Report Generate a Full Report from a Sub-Report Parent topic: Create and Use Custom Reports

NextGen® Enterprise EHR Help

Work with a Saved or Memorized Report

You can generate and work with any reports that have been previously created and memorized (saved). From the Main menu, select File > Reports > Report List. The Memorized Reports window opens. Memorized Reports Select the Report Type. Select a report you wish to generate and double-click it. The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations check box has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message displays. If you wish to continue, select Yes. If you do not wish to generate the report, select No. If no additions or changes are required, select OK to generate the report. Note: You do not need to re-save the report. To add or change any previously selected filters: Update the filter information or make any other changes. To save the updated information, select Save. You can also change any of the other parameters, such as Report Name

NextGen® Enterprise EHR Help

Custom Reports Use and Features

Report Filter options give you the flexibility that you need to create many types of reports. You can generate reports for an enterprise or a practice. By filtering various combinations of report data, you can produce more comprehensive and targeted reports to address particular needs. For example, you can select Diagnosis and Template data to refine the type of diagnosis information included in a report. While the data combinations are extensive and customizable, before generating reports consider the purpose of the report you wish to create and the type of results you wish to see. The general report categories and features include the following: Report Type Description Clinical data Create reports for data contained in the NextGen® Enterprise EHR Clinical modules, including allergy, diagnosis, medication, and procedures data. Orders data Create reports for data based on the Lab or Diagnostic orders for a patient or practice within a selected enterprise. Provider data Filter Provider

Generate a Full Report from a Sub-Report

Recommendations

Create a Summary Report

Modify a Summary Report

Save a Summary Report

Creating and Using Summary Reports

Work with a Saved or Memorized Report

Custom Reports Use and Features

Create a Summary Report

Modify a Summary Report

Save a Summary Report

Creating and Using Summary Reports

Work with a Saved or Memorized Report

Custom Reports Use and Features