Restricted Patient Information in Patient Grid

NextGen® Enterprise EHR Help

Filter Patient on Schedule Information

You can filter the patient's schedule information. You can display the patients in the patient grid depending on the patient schedule information. From NextGen Care® Population Management Hub, select Appointment Book. From Locations, select one or more location names. To select all the locations at a time, select LocationName. Note: The location names are listed in the ascending alphabetical order. Select LocationName to change the order. In Date, select the date range. By default, the current system date is selected or today's date is selected. In Time, select the time range. By default, 12:00 AM to 11:00 PM time is selected. From Resources, select one or more resources. To select all the resources at a time, select the check box next to Description. From the Events list, select one or more events. To select all the events at a time, select the check box next to Name. Select Update. The patient grid displays the patients filtered based on the appointment schedule. Parent topic: Schedu

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

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

Help Guide for NextGen® Enterprise PM 8

Managing Patient Inclusion and Exclusion Lists

Your practice may use an inclusion or exclusion list to control the patient records in the database you can view. On the Patient Lookup window, you can view only the patients listed on your inclusion list or all patients except those listed on your exclusion list. The inclusion or exclusion list is set up in System Administrator and applied when you search for a patient in NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Optical Management. A universal preference for adding to the inclusion list from the Patient Lookup window can be set in System Administrator. If this preference is set to True, all patients who are not on your inclusion list appear on the Patient Lookup window, but are their charts are not available. You can select a patient and select Accept or double-click the patient's name to automatically add the patient to your inclusion list. You can then access that patient's medical records. If the preference is set to False or is blank, only the patients on your

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

Restricted Patient Information in Patient Grid

Recommendations

Filter Patient on Schedule Information

Appointment Book Tab Filter Details

Schedule

Patient Grid

Managing Patient Inclusion and Exclusion Lists

Filter Patient Information in Patient Grid

Filter Patient on Schedule Information

Appointment Book Tab Filter Details

Schedule

Patient Grid

Managing Patient Inclusion and Exclusion Lists

Filter Patient Information in Patient Grid