Special Sort Data Sheet

NextGen® Enterprise EHR Template Editor Help 8

Sort Data Sheet Columns

You can sort data sheets by column in ascending or descending order. The columns in the data sheets are sorted by either ascending or descending order. If you do not select a column, the ascending or descending order is applied to the first column by default. Note: If you are using a Data Flow Sheet, it is sorted by encounter dates, either in ascending or descending order. You cannot sort columns in a stored procedure data grid. At run time, users can select a Sort Special menu command to sort data sheet columns for display purposes only. Users cannot save the user-defined sort order; templates always default to the column sort order set up in Template Editor. The Sort Special command is not available for stored procedure data grids. Select the General tab of the Insert Data Sheet window when you create the data sheet, or the Data Sheet Properties window for an existing data sheet. To access the Data Sheet Properties window, right-click the data sheet field, and then select Properties.

Help Guide for NextGen® Enterprise PM 8

Sort Lookup Results

The default sorting for the lookup results is by Name in ascending order. In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. To change the sorting order, select any column header. An up arrow icon appears next to the column name, indicating the lookup results are sorted by that column in ascending order. To sort by the same column in descending order, select the column header again. A down arrow icon appears next to the column

NextGen® Enterprise EHR Help

Select Stored Procedure Data (Enterprise-level NextGen® Enterprise EHR Reports Only)

The Stored Procedure Data function is an advanced reporting feature. To use this function, you must have advanced knowledge of the NextGen database structure and SQL knowledge. If you have questions about using this function, contact your System Administrator. Select SP from the Report Filter Settings List. Note: Stored Procedures Reports are available for Enterprise-Level Reports ONLY. Report Filter Select whether you wish to filter on a Stored Procedure or a View. Select the Stored Procedure or the View from the list. Note: The "ngsprep_care_guidelines" is an SP report when run, pulls the record of all patients (in alphabetical order) due for clinical guidelines. Report Filter Setup any desired filters (Equals, Not Equals, Greater Than, Less Than, Like) for any of the available parameters. Select the Columns tab (in the pane not the Settings List). Report Filter Setup any desired filters (Equals, Not Equals, Greater Than, Less Than, Like) for any of the available Columns. To sort the

NextGen® Adaptive Content Engine Help Enterprise 8

Sort the Metrics Flowsheet Items

You can change the order or sort the metrics flowsheet items using Flowsheets Setup template. Open NextGen® Enterprise EHR. Open the Flowsheets Setup template. Flowsheet Setup In the Condition field, select a condition guideline, and then select OK. The default flowsheet setup at the practice level for the guideline displays in the Metrics Flowsheet Items grid. To change the order of the categories listed in the Metrics Flowsheet, do the following: Select the Change Category Order check box. The Metrics Flowsheet Items grid displays the categories currently setup in the flowsheet. Select the category row that you want to move. Select the row to move the category. The grid refreshes to display all metrics flowsheet items based on the new order of the categories and their Item Sort value. Change Category Order check box is automatically cleared. To change the order items within the categories in the metrics flowsheet, do the following: Select the Change Item Order check box. The Metrics

NextGen® Adaptive Content Engine Help Enterprise 8

Sort Displayed Guideline Items

You can sort displayed guideline item in the Care Guidelines panel for a patient encounter. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template. The Care Guidelines Paged View template opens. Expand the Care Guidelines panel. Select the column heading you want to sort. Guideline items are sorted in ascending order when the column header displays an arrow pointing down. Care Guidelines Paged View Select again to change sort order from ascending to descending. Care Guidelines Paged View Parent topic: Sorting Items in the Care Guidelines Panel

Help Guide for NextGen® Enterprise PM 8

Configure Sorting for an Enhanced Report

The Sorting configuration allows you to use columns to sort and group the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Sorting. The Sorting window appears. Note: The Sorting options (columns) available for selection are different on each report. Modify the Sorting options as needed for the report. Select a column, and then select one of the following check boxes for the column: Ascending: To sort numerical data from lowest to highest, and alphabetical data from A to Z. Descending: To sort numerical data from highest to lowest, and alphabetical data from Z to A. To group data on the report by a selected column, select the Group By check box. To arrange the selected columns in the desired sort order, for example primary sort, secondary sort, etc, highlight a column and then select the blue up and down arrow buttons to move the position of the column. When finished, do one of the following:

Special Sort Data Sheet

Recommendations

Sort Data Sheet Columns

Sort Lookup Results

Select Stored Procedure Data (Enterprise-level NextGen® Enterprise EHR Reports Only)

Sort the Metrics Flowsheet Items

Sort Displayed Guideline Items

Configure Sorting for an Enhanced Report

Sort Data Sheet Columns

Sort Lookup Results

Select Stored Procedure Data (Enterprise-level NextGen® Enterprise EHR Reports Only)

Sort the Metrics Flowsheet Items

Sort Displayed Guideline Items

Configure Sorting for an Enhanced Report