Patient Grid

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

Care Opportunities

You can view the demographic information, clinical data, portal enrollment status, last encounter details, upcoming appointment details, and image of the selected patient's record on the Care Opportunities tab. For patient demographic fields' definition, go to NextGen Healthcare Success Community and download the latest Patient Demographics Guide for NextGen Enterprise. Care Opportunities Fields You can view the field description of the appointment and clinical details on the Care Opportunities tab. View a Patient's Vital Information You can view the patient's vital information on the Care Opportunities tab. View a Patient's Lab Results You can view the patient's lab results on the Care Opportunities tab. View Patient's Risk Score You can view risk score information from NextGen Population Health Solutions from NextGen Care® Population Management Hub. Print a Patient Care Opportunities Information You can select and print patient's information on the Care Opportunities tab. Parent topi

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

NextGen Care® Population Management Hub Reports

The NextGen Care® Population Management Hub reports displays a list of the individual patients identified as part of a predefined patient population. Cohorts Filter My Lists 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. Patient Grid The patient grid displays the patient demographic details, financial and next appointment details. Care Opportunities Outreach Log Configuration of the User and Global Settings Configuration of the user and global settings in NextGen Care® Population Management Hub. Parent topic: Using NextGen Care Population Management Hub

NextGen® Enterprise EHR Help

Patient Grid Columns

The patient grid has the following columns. Columns Description Risk Level Patient's Accountable Care Organizations (ACO) Risk Level. Portal Enrollment Patient's portal enrollment status. For more information on the portal enrollment status, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise. Last Encounter Date Patient's last encounter date in the MM/DD/YYYY format. Next Appointment Date Patient's next appointment schedule. Appointment Provider Authorized healthcare provider. Insurance Bal Total balance due from all applicable insurances. Patient Bal Outstanding patient balance. Total Bal Total balance due from insurance and the patient. Person ID Patient's person id. The Person ID property can be added from the Template Notify Event by setting up a trigger on the Patient Registry component. For more information, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen

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

Patient Grid

Recommendations

Schedule

Care Opportunities

Filter Patient Information in Patient Grid

NextGen Care® Population Management Hub Reports

Patient Grid Columns

Apply Custom Filter

Schedule

Care Opportunities

Filter Patient Information in Patient Grid

NextGen Care® Population Management Hub Reports

Patient Grid Columns

Apply Custom Filter