Save a Report

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

Use NextGen® Enterprise EHR Report Filters to Create NextGen® Population Health Solutions Patient Reminder Communications

Using the Patient List and other report filters, you can select and save report data for a specific group of patients, which is used to execute a NextGen® Population Health Solutions patient reminder report in NextGen® Background Business Processor. Once a job is executed for a saved report in NextGen® Background Business Processor, it automatically sends the NextGen® Population Health Solutions patient reminder list to NextGen Population Health Solutions, for notifications to be sent to the targeted patients. An overview of the process follows. Note: To use this functionality, you must have NextGen Population Health Solutions installed. Select Patient from the Report Filter Settings List. Select filtering information for the specific patients and access any other filters (if necessary), for example, elderly patients (over 65) with diabetes. Generate the report to review the data. Select Save. The Memorize Report window opens. Enter the appropriate information, including name and repor

NextGen® Enterprise EHR Help

Create and Use Custom Reports

NextGen® Enterprise EHR enables you to create, generate, and work with NextGen® Enterprise EHR custom reports. You can also use NextGen® Enterprise EHR report filters to create NextGen® Population Health Solutions patient reminder communications. Custom Reports Creating Custom Reports Open the Report Filter Report Filter Examples Use NextGen Enterprise EHR Report Filters to Create NextGen Population Health Solutions Patient Reminder Communications Selecting and Sorting Report Columns Selecting Data and Generating Reports Select Report Options Saving and Working with Reports Creating and Using Summary Reports Generate and Work with Reports Parent topic: NextGen Enterprise EHR Reports

NextGen® Enterprise EHR Help

Create Memorized Reports

Depending on whether you want to create a NextGen® Enterprise or NextGen® Enterprise PM report, set up the report by defining the columns and filters to produce the desired format and results. Note: If you want to open the NextGen® Enterprise PM reports in NextGen Care® Population Management Hub, then you must ensure to create only the patient level NextGen® Enterprise PM memorized reports. Ensure the report meets your requirements, select Save on the Report Filter. If you want to verify the report prior to saving, run the report. Review the report, and then select Memorize Report . The Memorize Report window opens. Note: Save results for notification does not appear when memorizing NextGen® Enterprise PM reports. In Save As, enter the name of your report. If you are changing an existing memorized report, the original information automatically appears. In Report Type, select a report type. Note: You can create and modify report types in the report types master file. Only those report t

NextGen® Adaptive Content Engine Help Enterprise 8

Save a Memorized Care Guideline Report

You can save a care guidelines report for the patient's record. After you have set up the desired columns, filters, data and options, you can save the report you have built and reuse it later. Open NextGen® Enterprise EHR. Select File > Reports > Generate Report > By Enterprise. The NextGen Report Filter: Patient template opens. Nextgen Report Filter Update all the desired parameters, columns, filters, data, and options on the NextGen Report Filter: Patient template to set up the memorized report. Select Save. The Memorize Report window opens. Memorize Report In Save As, enter the name of the report. Select Generic or Report as the Report Type. Note: You can only see those report types that have been set up in the File Maintenance. You can define the additional fields: Select who can run the report you have created. Select who can modify the report you have created. Select who can save the report you have created. Select OK. Parent topic: Care Guidelines Report

Help Guide for NextGen® Enterprise PM 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

Save a Report

Recommendations

Work with a Saved or Memorized Report

Use NextGen® Enterprise EHR Report Filters to Create NextGen® Population Health Solutions Patient Reminder Communications

Create and Use Custom Reports

Create Memorized Reports

Save a Memorized Care Guideline Report

Memorizing Reports

Work with a Saved or Memorized Report

Use NextGen® Enterprise EHR Report Filters to Create NextGen® Population Health Solutions Patient Reminder Communications

Create and Use Custom Reports

Create Memorized Reports

Save a Memorized Care Guideline Report

Memorizing Reports