Selecting Provider Data for a Report

NextGen® Enterprise EHR Help

Select Patient Data for a Report

Open the Report Filter. From the Settings List in NextGen Report Filter: Patient window, select Patient. Report Filter Set up filters for the patient demographic data. To search for Gender, Zip, Race, and Ethnicity, select . Note: If you select more than one race for a patient, all the selected races appear for that patient when you generate the report. To filter by patient number, select a parameter from the Person Nbr list and enter the value. Select the patient's Risk Level as high, medium, or low, or select to do the following. Patient Risk Level Enter the search criteria such as, high, medium, or low. Select Search. Use the right arrow to move the status to the selected items pane. Select OK. The risk level appears in the Risk Level filter on the Patient tab. Select the type of patient status to include from the Patient Status list, or select . Patient Status Search Enter the search criteria such as, active, inactive, or deceased. Select Search. Move the status to the selected ite

NextGen® Enterprise EHR Help

Select Procedure Data

Select Procedure from the Report Filter Settings List. Report Filter Select to display the Procedure Search window. Procedure Search Enter a pertinent Code or Description as a search criterion. Select Search. Select the desired Procedures. Select OKReport Filter Select whether to display patients who have had problems within specific date criteria, for example: Patients who have never had the problem before or after a specific date or between a specific date range. Patients who have ever had a problem before or after a specific date. Patients who have not had this problem since a specific date. To select a date range, check Who Have Ever Had and select Between from the list. The Date Range window opens. Select the dates. Select OK. To select patients who have had problems before or after a specific date, do the following: Check Who Have Ever Had and select Before or After from the list. Select the Year/Month/Day. For example, 1 year and 3 months after today's date. Select the Number of

NextGen® Enterprise EHR Help

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

For the Enterprise-Level Reports, you can select the Practices; the data is being pulled from the Practices for your report. Only the Practices that belong to the Enterprise you are logged onto are available for selection. Select Enterprise from the Report Filter Settings List. Report Filter Select all the pertinent practices. Note: By default, ONLY the Practices you are logged onto are automatically selected. If necessary, select the appropriate options from the Report Filter Settings List to filter the report data. Select Columns from the Settings List and select the appropriate columns. If necessary, select Sorting or other report display options from the Report Filter. To view the report data in alternate shading, select Alternate Shading. Note: The alternate shading pattern does not display when you print the report. Select Save. Note: Saving the report before generating is optional. To generate the report, select OK. Parent topic: Selecting Data and Generating Reports Related tas

NextGen® Enterprise EHR Help

Select Patient Chart Data for a Report

Select Patient Chart from the Report Filter Settings List. Report Filter Setup filters for Homeless Status, Language Barrier, Sliding Fee Schedule, School Based Health Center, Community Code, Veteran Status, Poverty Category and any other UDS and/or Client Defined field. If necessary, select to display the pertinent Search window. Setup any desired filters (Equals, Not Equal, Greater Than, Less Than, Like, Between) for Family Size, Family Income, Poverty Percentage. From the Report Filter Settings List, select Columns and select the appropriate columns. If necessary, select Sorting or other report display options from the Report Filter. To view the report data in alternate shading, select Alternate Shading. Note: The alternate shading pattern does not display when you print the report. Select Save. Note: Saving the report before generating is optional. To generate the report, select OK. Parent topic: Selecting Data and Generating Reports Related concepts Displaying Alternate Patient Sh

NextGen® Enterprise EHR Help

Select Template Data

You can select Template Data for a report. Select Templates from the Report Filter Settings List. In the Select Template pane, select the desired template. If necessary, enter the name of a template to search for. Note: The following Care Guideline templates are no longer available for reporting: CARE_GUIDLELINES CLINICAL_GUIDELINE_HISTORY CLINICAL_GUIDELINE_REASONS CLINICAL_GUIDELINE_UPDATE CLINICAL_GUIDELINES To generate a report that lists the record of all patients (in alphabetical order) due for (selected) clinical guidelines, run the “ngsprep_care_guidelines”. In the Select Field pane, select all the necessary template fields. From the Latest Value By list, select whether to run the report by Modify, Encounter Date or None. To convert all measurements into numeric values for the report, select the Convert to Numeric check box. To only include items that have data in all pertinent Template Tables, select the All Selected Tables must have a record check box. From the Settings List,

NextGen® Enterprise EHR Help

Select Medication Data

Select Medication from the Report Filter Settings List. Report Filter Select to prompt the Medication Search window. Medication Search Select the type of search: DEA Class, Class or Name. Enter the search criteria. Select whether to include Generics and/or Retired medications. Clear the Active Medication check box if you wish to include all available medications. Select Search. Select the desired medications. Select OK. The medications display in Medication Search pane on the Medications window. Report Filter Select whether to Include or Exclude displayed medications. Select whether to display only the patients Who Have Never Had or Who Have Ever Had before or after a specific date or between a specific date range or Who Have Not Had Since a specific date. To select a fixed date range, check Who Have Ever Had and select Between from the list. The Date Range window opens. Date Range Select the dates. Select OK. Select the number of times that the medication has been prescribed for the d

Selecting Provider Data for a Report

Recommendations

Select Patient Data for a Report

Select Procedure Data

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

Select Patient Chart Data for a Report

Select Template Data

Select Medication Data

Select Patient Data for a Report

Select Procedure Data

Select Practices (Enterprise-level NextGen® Enterprise EHR Reports Only)

Select Patient Chart Data for a Report

Select Template Data

Select Medication Data