Set Up Matrix and Access SAP Crystal Reports

SAP Crystal Reports	Where do I find the location to copy the report?	What do I use to set up and generate the report?	What do I use to print the report?
Meaningful Use or Custom-Created	Custom Report Path Universal Preference	Report Dialog window	Report Dialog window Note: The Orders requisitions and test results reports can also be printed within the Orders module.
Patient Portal
Medications Examples: ePCS, Auditing
Orders requisitions and test results (by encounters only)
5.6 AOE Questions Upgrade
Patient reports (for example, Open Telephone calls)
Immunization End of Day
CCHIT	Alternate Report Path Universal Preference	Audit tables and CCHIT templates	CCHIT Audit Report Template
PCMH standards tracking	Distributed Report Path System Administrator	Report Dialog window (set the Report Type as ‘All encounters for all patients' and provide a Description)	Report Dialog window
Consent Policy	Distributed Report Path System Administrator	Report Dialog window (Set the Report Type as ‘All encounters for the current patient' and provide a Description)	Report Dialog window
RxFax and RxPrint	Report Path Universal Preference	Not Applicable; Accessed and generated by specific module	Print options in the Medication module
Labcorp	Print options in the Orders module. Print for an order or a series of orders. Note: To print in sequence, the Orders Practice Preference must be set up. Note: The Immunizations Summary Report can be printed from the Orders module Immunizations tab toolbar.
Quest
ABN
Generic (Lab and Radiology) requisitions
Immunizations Summary or Immunizations Summary report (CDC format)

NextGen® Enterprise EHR Help

SAP® Crystal Reports® for Orders

SAP® Crystal Reports® packaged in NextGen® Enterprise EHR include reports specific to test orders. You can generate, view, and print both standard and custom practice SAP Crystal Reports. For test orders, you can use the standard set of orders-based SAP Crystal Reports to create reports for lab and radiology orders for your practice. You can create a report for the current encounter for the current patient. You can also map multiple tests to the same AOE question. Before the standard SAP Crystal Reports for test orders can be used to generate or print reports, set up is required in System Administrator. The reports must also be loaded in your database before you can access and set up those reports. To complete the setup of Orders SAP Crystal Reports, go to the NextGen Healthcare Success Community, and download the latest Reports User Guide for NextGen® Enterprise EHR. Standard SAP Crystal Reports in the Orders Module The Orders module allows you to generate SAP® Crystal Reports®. Set U

NextGen® Enterprise EHR Help

System Administrator Settings for the Orders module

To complete the setup for the Orders module, you must define the following System Administrator rights: Allow Access to Auto Release application Apply Order Preferences across Practices Orders Results Sign Off Orders - Allow Fax Orders - Allow Interface Send Orders - Allow Registry Query Orders - Allow Updating Imm Order on Locked Encounter Orders - Allow Updating Practice Filters Orders - Modify Lab Critical Range Alert Orders - View Lab Critical Range Alert Orders Management Console In addition to these settings, the Universal Preferences paths for the Orders Group enable you to define settings for the Orders Group and for specific Immunizations functionality, such as VIS Document Type Lookup and VAERS. Adult Immunization Schedule Catch Up Disable Lab Signoff security Lab Template XML/XSL Path Maximum Panels To Read Notify Lab Ordering Creator Notify Lab Ordering Provider Notify Logged In User Require Collection Date & Time Travel Schedule Use Simple Lab Notification VAERS VIS Docume

NextGen® Enterprise EHR Help

SAP Crystal Reports for NextGen® Enterprise EHR

NextGen® Enterprise EHR includes a set of all standard SAP Crystal Reports. The files reside in the Distributed Reports folder on your server and must be copied to your designated folders in your NextGenRoot folder when upgrading to NextGen Enterprise 5.6 or higher. All EHR Crystal Reports have the new rebranded NextGen logo except for the e-requests and claims. The Ohio RxPrint report in the state specific report and the new consolidated report has the new logo. The standard header and footer on all reports have the new logo. CAUTION: If you use the SQL Server 2012 database with the SQL Server Native Client 11.0 driver to connect to the database, the SAP Crystal Reports functionality may not work properly. It is a known issue with SAP Crystal Reports. To ensure that you can run your SAP Crystal Reports, use the SQL Server Native Client 10.0 driver to connect to the SQL Server 2012 database. NextGen® Enterprise EHR includes the following SAP Crystal Reports: Report Description Medicati

NextGen® Enterprise EHR Help

Setting up Rights and Preferences for the Immunizations Module

The System Administrator should work closely with the core team of the practice to ensure that appropriate rights, preferences, SAP® Crystal Reports®, other reports, and other tasks are set up for the user groups. The administrator needs to update the Setup when the business needs change for the practice. Some functions and preferences are same for the Immunizations module and the Orders module. Therefore, if you are using the Orders module, ensure that you set up the preferences for the Orders module before you set up the Immunizations module. For more information, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Set up Rights and Preferences for the Immunizations Module Immunizations System Rights and Permissions Setting up Immunizations Universal Preferences Set up Rights for Applying Order Preferences Across Practices Set up the Security Rights to Access Clinical Reconciliation Immunizations Data Set up the Ta

NextGen® Enterprise EHR Help

Set up the Immunizations Summary Report Basic Workflow

After the upgrade, copy all of the updated SAP Crystal Reports from your NextGen Root directory to the location used for SAP Crystal Reports by your practice. For the Immunizations Summary report types (that is, original, CDC format, and Detail), copy the reports from \Distributed Reports\Crystal Reports to your Reports path. Tip: This path is defined in System Administrator > View > Universal Preferences > Reports > Reports Path. Determine which Immunization report your practice needs to generate when administering Immunizations in the Immunizations module (that is the Immunizations Summary report, Immunizations Summary report (CDC format, or the Immunizations Detail report). Select the appropriate Immunizations report to copy to the NextGen Root Directory. Save the file. Select the printer. Copy the Immunizations Summary Report to the NextGen Root Directory Copy the Immunizations Detail Report to the NextGen Root Directory Select a Printer for the Immunizations Summary Report Parent

NextGen® Enterprise EHR Help

Immunizations Summary SAP Crystal Reports

The NextGen® Enterprise EHR Immunizations module enables you to generate and print SAP Crystal Reports that provide summary and detailed information about your practice’s immunizations. The following Immunizations SAP Crystal Reports are available: Immunizations Summary report. There are three versions of the report: Immunizations Summary report (Original format) Immunizations Summary report (CDC format) Immunizations Detail report Immunization End of Day SAP Crystal Report For the more information about setting up other SAP Crystal Reports, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Immunizations Summary Report Types and Use Pre-Setup Considerations for Immunizations SAP Crystal Reports Set up the Immunizations Summary Report Basic Workflow Additional Fields on the Immunizations Summary report Parent topic: Managing Lab Orders and Immunizations

Set Up Matrix and Access SAP Crystal Reports

Recommendations

SAP® Crystal Reports® for Orders

System Administrator Settings for the Orders module

SAP Crystal Reports for NextGen® Enterprise EHR

Setting up Rights and Preferences for the Immunizations Module

Set up the Immunizations Summary Report Basic Workflow

Immunizations Summary SAP Crystal Reports

SAP® Crystal Reports® for Orders

System Administrator Settings for the Orders module

SAP Crystal Reports for NextGen® Enterprise EHR

Setting up Rights and Preferences for the Immunizations Module

Set up the Immunizations Summary Report Basic Workflow

Immunizations Summary SAP Crystal Reports