Selecting and Sorting Report Columns

NextGen® Enterprise EHR Help

Report Filter Examples

The Report Filter enables you to create simple or complex reports. From the Report Filter, you can: Select a module or option from the Settings List to filter module and patient data. Select a combination of modules or options from the Report Filter Settings List to filter module and patient data. Select additional informational and display options, including sorting, columns, and customizing the header or footer, prior to saving and/or generating a report. Note: The following examples, provide an overview of using the Report Filter to create reports. For detailed steps on selecting and filtering data, see Selecting Data and Generating Reports. For step-by-step scenarios of creating and generating reports, see NextGen® Enterprise EHR Custom Report Examples. Generate Asthmatic Report of Patients Who Smoke or are Exposed to Second Hand Smoke Generate Diabetes Report of Patients at Risk for a Diagnosis Generate Diabetes Report of Patients Filtered by Gender and Race Generate Reports of Al

NextGen® Enterprise EHR Help

Creating Custom Reports

Report Filter helps you to create the reports that best suit your needs. The Report Filter allows you set up the specific criteria used to pull data from a patient's chart and to create the specific filters to be used for your custom reports. Using the Report Filter, you can create and generate a detailed patient and/or data specific report. This section describes: Custom Reports Use and Features Create Custom Report Custom Reports Use and Features Create Custom Report Parent topic: Create and Use Custom Reports Related tasks Create Custom Report Related reference Custom Reports Use and Features

NextGen® Enterprise EHR Help

Selecting Data and Generating Reports

You can select and filter various types of data to create your custom reports, including Clinical data (allergy, diagnosis, medication, procedure), Orders data (such as lab results), Templates data, and Patient data. You can select data to generate more complex reports, such as logical groups and stored procedures. For additional informational and for presentation purposes, you can select options on the Report Filter Settings List such as Sorting and Totals. Once the data is selected, you can generate the report. CAUTION: Selecting OK on the Report Filter generates the report. Therefore, when navigating between different modules or options when creating a report, do not select OK from the Report Filter window until you have selected all filters, data, report display options, and columns. Select Template Data Select Diagnosis Data Select Problems Data Select Procedure Data Select Allergy Data Select Medication Data Select Orders Data Selecting Provider Data for a Report Select Patient D

NextGen® Enterprise EHR Help

Selecting Report Columns

You typically select the patient demographic columns along with the report data columns after you have specified report data and before generating a report. For example, if you want to generate a Diagnosis report, you would first set Diagnosis filters; and then, select the columns. You would select the columns and filter the patient demographic fields, if necessary. Depending on the type of report you need to generate you can select patient demographic columns along with the report data columns. In some cases, the patient demographic columns could be selected before you select report data. For example, if you know you do not want to include information about deceased patients on the report, you could deselect that column before specifying report data. The selecting and sorting report columns options provide greater flexibility and the ability to easily customize each report to display the appropriate report data and patient information. Parent topic: Selecting and Sorting Report Column

NextGen® Enterprise EHR Help

Select and Sort Columns

You can select and sort columns. Select Columns from the Report Filter Settings List. Report Filter Set up the Columns you wish to display on the report. The following Columns are available by default: Lst Name - Display Patient's Last Name Mid Name - Display Patient's Middle Name Fst Name - Display Patient's First Name DOB - Display Patient's Date of Birth Age - Display Patient's Age Gen - Display Patient's Gender Race - Display Patient's race Ethnicity - Display Patient's ethnicity Deceased - Display Patient's deceased indicator Addr 1 - Display Patient's Address 1 Addr 2 - Display Patient's Address 2 Pat City - Display Patient's City Pat State - Display Patient's State Pat Zip - Display Patient's Zip Code Pat Hm Phone - Display Patient's Home Phone Number Person Nbr - Display Patient's or Person's Number Preferred Contact Method - Display Patient's Preferred Contact Method Patient Status - Display Patient's Status Practice Name - Display Patient's Practice Name Note: Availability of

NextGen® Enterprise EHR Help

Sorting Stored Procedures Report Columns

Starting with NextGen® Enterprise EHR 5.8.1, you can sort columns for Stored Procedures using the Sorting function. For specific steps, see Selecting Stored Procedure Data. Note: For step-by-step instructions on how to filter patient data, see to Selecting Patient Data Parent topic: Selecting and Sorting Report Columns

Selecting and Sorting Report Columns

Recommendations

Report Filter Examples

Creating Custom Reports

Selecting Data and Generating Reports

Selecting Report Columns

Select and Sort Columns

Sorting Stored Procedures Report Columns

Report Filter Examples

Creating Custom Reports

Selecting Data and Generating Reports

Selecting Report Columns

Select and Sort Columns

Sorting Stored Procedures Report Columns