NextGen® Enterprise PM and NextGen Enterprise Memorized Reports

After you set up a report with the filters that best fit your practice, you can save the memorized report settings so that they are available for use again. You do not have to run the report to memorize it. Memorizing a report saves the report parameters, not the actual data. Each time you run the memorized report, the report format remains the same but it always contains the current information from the database.

NextGen® Enterprise PM memorizes date ranges in different ways, depending on the following criteria:

• If you use criteria like current month or month to date, then NextGen® Enterprise PM uses your server's current date to set the date range. This is referred to as a smart date.
• If you enter a custom date, then NextGen® Enterprise PM remembers that date and uses it to pull the report data.

Both NextGen® Enterprise PM and NextGen® Enterprise EHR reports can be memorized. Once memorized, you can run a report from the list of memorized reports without the need to reconfigure the report parameters and filters.