Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports

NextGen® Enterprise EHR Help

Generate and Print SAP Crystal Reports

After you set up a report, you can generate and print or fax a SAP Crystal Reports. When you generate a report, you can do any of the following: Print Preview Fax Save to Chart NextGen® Enterprise EHR can store patient chart items (Documents, Images, Notes, Report, and so on) in multiple locations. If enabled, this functionality allows you to store items from the patient chart in separate directories that are automatically separated by date. Note: If you enable Multiple Storage Locations support for Patient Chart Items, the setting automatically overrides the directory setting for the type of an item specified in the Universal Preferences. For information on how to setup this feature, go to NextGen Healthcare Success Community and download the latest Using Multiple Storage Locations for Patient Chart Items in NextGen® Enterprise EHR. Note: The Export button on the Report Dialog window is disabled. In the Report Dialog window, select the report type to generate. Select the expand icon t

NextGen® Enterprise EHR Help

Use the Report Dialog to Generate and Print SAP Crystal Reports

This section includes the following: Generate and print SAP Crystal reports Special considerations when generating NextGen® Enterprise EHR Crystal reports Generate and Print SAP Crystal Reports Special Considerations when Generating NextGen Enterprise EHR Crystal Reports Parent topic: Set Up and Generate SAP Crystal Reports Related concepts Special Considerations when Generating NextGen Enterprise EHR Crystal Reports Related tasks Generate and Print SAP Crystal Reports

NextGen® Enterprise EHR Help

NextGen® PxP Portal Accounts Report Considerations

The NextGen® PxP Portal Account Status Report includes information about NextGen® PxP Portal users. When you generate the NextGen® PxP Portal Account Status Report, you can select the following enrollment statuses to display on the report: Not Enrolled Pending Completed Account Deleted Deactivated Declined Deferred You can generate a summary report or a detail report. The summary report includes a count of users for each status that you include in the report. In addition, the detail report also includes the following information for each user: Account status Person name Person number Phone number Email address When enrollment completed The NextGen® PxP Portal Enrollment Summary Report includes the number of pending and complete enrollments for the NextGen® PxP Portal. The NextGen® PxP Portal Online Forms Report includes details about forms used in the NextGen® PxP Portal. When you generate the NextGen® PxP Portal Online Forms Report, you can select the status codes to display on the re

NextGen® Enterprise EHR Help

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

In the Report Dialog window, select the NextGen® PxP Portal enrollment report. To open the Enter Parameter Values window, select Preview. To set the period for the report, select the Start Date and End Date. Do one of the following: To select the enrollment status, select a value from the Available Values list in the Select Enrollment Status section, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from the Selected Values list, select the status then select Remove. Note: To remove all statuses, select Remove All. From the Select Report Type list, select the type of report to generate. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports

NextGen® Enterprise EHR Help

Select Parameters for the NextGen® PxP Portal Online Forms Report

After the 5.9.2021.1 release, no new data will be available in the NextGen® PxP Portal Online Forms reports. In the Report Dialog window, select the NextGen® PxP Portal Online Forms report and select Preview. The Enter Parameter Values window opens. Select Start Date and End Date. Do one of the following: To select a single status code, in the Select Specific Status Code(s) section, select a value in Available Values, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from Selected Values, select Remove or Remove All. Select the type of report to generate from the list. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports

NextGen® Enterprise EHR Help

Work with Generated SAP Crystal Reports

After SAP Crystal Reports are generated, you can update the settings and work with them using the Report Dialog or by accessing certain reports from within other NextGen® Enterprise EHR modules. You can also access generated SAP Crystal Reports that are attached to a patient's chart using the NextGen® Enterprise EHR Encounter History or Categories tab. For example, you can do the following: View provider sign off details. View the properties of an SAP Crystal Reports within an encounter. Export an SAP Crystal Reports to NextGen® PxP Portal (for clients enrolled in NextGen® PxP Portal). View the history details of SAP Crystal Reports sent to NextGen® PxP Portal. Parent topic: Set Up and Generate SAP Crystal Reports

Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports

Recommendations

Generate and Print SAP Crystal Reports

Use the Report Dialog to Generate and Print SAP Crystal Reports

NextGen® PxP Portal Accounts Report Considerations

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

Select Parameters for the NextGen® PxP Portal Online Forms Report

Work with Generated SAP Crystal Reports

Generate and Print SAP Crystal Reports

Use the Report Dialog to Generate and Print SAP Crystal Reports

NextGen® PxP Portal Accounts Report Considerations

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

Select Parameters for the NextGen® PxP Portal Online Forms Report

Work with Generated SAP Crystal Reports