Immunizations Summary Report Types and Use

NextGen® Enterprise EHR Help

Set up the Immunizations Summary Report Basic Workflow

After the upgrade, copy all of the updated SAP Crystal Reports from your NextGen Root directory to the location used for SAP Crystal Reports by your practice. For the Immunizations Summary report types (that is, original, CDC format, and Detail), copy the reports from \Distributed Reports\Crystal Reports to your Reports path. Tip: This path is defined in System Administrator > View > Universal Preferences > Reports > Reports Path. Determine which Immunization report your practice needs to generate when administering Immunizations in the Immunizations module (that is the Immunizations Summary report, Immunizations Summary report (CDC format, or the Immunizations Detail report). Select the appropriate Immunizations report to copy to the NextGen Root Directory. Save the file. Select the printer. Copy the Immunizations Summary Report to the NextGen Root Directory Copy the Immunizations Detail Report to the NextGen Root Directory Select a Printer for the Immunizations Summary Report Parent

NextGen® Enterprise EHR Help

Pre-Setup Considerations for Immunizations SAP Crystal Reports

Two forms of SAP Crystal Reports can exist in your database: the standard set of SAP Crystal Reports for NextGen® Enterprise EHR and custom SAP Crystal Reports (if created by your practice). NextGen Healthcare has developed an update process for all default SAP Crystal Reports used by NextGen® Enterprise EHR for Immunizations data and it is included with the upgrade. Before you can generate and print the reports, setup is required in the NextGen System Administrator. The reports must also be loaded in your database before you can access and set them up. For the more information about setting up standard SAP Crystal Reports for Lab and Radiology orders, Immunization End of Day report, and Vaccine Inventory report, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Parent topic: Immunizations Summary SAP Crystal Reports

NextGen® Enterprise EHR Help

Additional Fields on the Immunizations Summary report

To enable practices to view additional information on the Immunizations Summary report, technical staff can use the SAP Crystal Reports application to add any of the following fields to the report. After the user adds these fields in the SAP Crystal Reports application, they display in the Immunizations Summary report header when the report is generated in the Immunizations module. You can select to add all or any of these fields, as needed by your practice: Location_id: Displays the current location where the report is generated. Provider_id: Displays the current provider. Encounter_id: Contains the Encounter_id. CAUTION: Adding these fields to the Immunizations Summary report is an advanced reporting feature and requires knowledge of the SAP Crystal Reports application. Only your practice’s technical staff, who work with Custom SAP Crystal reports, should perform this function. Display Fields on the Immunizations Summary Report Workflow Overview Parent topic: Immunizations Summary SA

NextGen® Enterprise EHR Help

Immunizations Summary SAP Crystal Reports

The NextGen® Enterprise EHR Immunizations module enables you to generate and print SAP Crystal Reports that provide summary and detailed information about your practice’s immunizations. The following Immunizations SAP Crystal Reports are available: Immunizations Summary report. There are three versions of the report: Immunizations Summary report (Original format) Immunizations Summary report (CDC format) Immunizations Detail report Immunization End of Day SAP Crystal Report For the more information about setting up other SAP Crystal Reports, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Immunizations Summary Report Types and Use Pre-Setup Considerations for Immunizations SAP Crystal Reports Set up the Immunizations Summary Report Basic Workflow Additional Fields on the Immunizations Summary report Parent topic: Managing Lab Orders and Immunizations

NextGen® Enterprise EHR Help

Print the Immunizations Summary Report

You can print information about all the immunizations a patient has received. You can print this report from the Immunizations tab. Note: The Immunizations Summary report appears in the format you selected when setting up the report (original format, CDC standard format, or Immunizations Detail format). Select Print on the Immunizations tab toolbar. Note: If you want to view the report before it prints, select the arrow next to the Print button and then select Print Preview. Select the printer where you want the report to print. When you print this report, the report is saved to the patient's chart within the associated encounter, and you can access the report from the Encounter History tab. For more information about this report and setting up Immunizations SAP® Crystal Reports®, go to NextGen Healthcare Success Community, and download the latest Immunizations Module Setup Guide for NextGen® Enterprise EHR. Parent topic: Administering Immunizations

NextGen® Enterprise EHR Help

Best Practices for Managing Your Immunizations Life Cycle

To create and track your Immunization orders effectively, NextGen® Enterprise EHR Immunizations module provides comprehensive functionality that is based on how you set up Immunizations in File Maintenance and System Administrator. Each practice has its own unique Orders and Immunizations workflow. As you use the Immunizations module, consider your primary patient type, such as pediatric and your overall workflow. For example, immunizations orders flow may begin with your physician conducting an office visit, selecting immunizations, and then passing the administration of immunizations to the clinical staff. To help you process your immunizations more effectively, consider the following best practices for managing your immunizations life cycle: To view the current vaccine schedules to determine which immunizations are due, access the Immunization Schedules (that is Chart, Recommendation, and Registry). To order an immunization, select a vaccine, provide the appropriate vaccine detail,

Immunizations Summary Report Types and Use

Recommendations

Set up the Immunizations Summary Report Basic Workflow

Pre-Setup Considerations for Immunizations SAP Crystal Reports

Additional Fields on the Immunizations Summary report

Immunizations Summary SAP Crystal Reports

Print the Immunizations Summary Report

Best Practices for Managing Your Immunizations Life Cycle

Set up the Immunizations Summary Report Basic Workflow

Pre-Setup Considerations for Immunizations SAP Crystal Reports

Additional Fields on the Immunizations Summary report

Immunizations Summary SAP Crystal Reports

Print the Immunizations Summary Report

Best Practices for Managing Your Immunizations Life Cycle