NextGen Knowledge Center

Select Template Data

You can select Template Data for a report.
  1. Select Templates from the Report Filter Settings List.

  2. In the Select Template pane, select the desired template. If necessary, enter the name of a template to search for.
  3. In the Select Field pane, select all the necessary template fields.

  4. From the Latest Value By list, select whether to run the report by Modify, Encounter Date or None.
  5. To convert all measurements into numeric values for the report, select the Convert to Numeric check box.
  6. To only include items that have data in all pertinent Template Tables, select the All Selected Tables must have a record check box.
    1. From the Settings List, select Filter.
      The Filter window opens.
    2. Set up the filters for the Template data.

    3. If necessary, select a number of entries for a specific field to be included in the report from the Select Field and Entries lists.
    4. If necessary, select the time range for items to be included. For example, patients that have had a specific diagnosis in a certain timeframe, such as a blood pressure reading of 80/120.
      The Data Range window opens.

      • Select Fixed Range and setup From Date and To Date; or select Variable Range.
      • Select OK.
  7. Select Columns from the Settings List and select the appropriate columns.
  8. If necessary, select Sorting or other report display options from the Report Filter.
  9. To view the report data in alternate shading, select Alternate Shading.
  10. Select Save.
  11. To generate the report, select OK.