Update a Private or Practice Orders Filter

NextGen® Enterprise EHR Help

Set up a Private or Practice Orders Filter

To set up a new private or practice orders filter, follow this workflow: Create the filter, name it, and add an optional tooltip. Select the commands to display on the Orders Summary or Orders Management Top toolbar. Select the columns to display on the Orders Summary or Orders Management grid. Select one or more order types (lab, radiology, or immunizations). You must select at least one order type to filter orders. After you select the order type(s), you can apply or save the filter. Select the order statuses. Select the date criteria. Select providers and locations for lab, radiology, and immunizations orders. Select performing entities for lab and radiology orders. If required, enter test descriptions for lab and radiology orders. Create the Orders Filter Display Name, Commands, and Columns Select the Orders Filter Order Types, Order Status, and Date Context Select the Orders Filter Provider, Location, and Performing Entity Lab and Radiology Test Filter Descriptions Parent topic: D

NextGen® Enterprise EHR Help

Delete a Private or Practice Orders Filter

If you delete a practice filter, it is removed for all users in your practice. You cannot delete a pre-defined filter. Do one of the following: On the Filters bar in the Orders panel of the Orders Summary tab, select Manage Filters. On the Filters bar in your custom Practice template with an Orders Management order control, select Manage Filters. The Set Orders Summary Filters window opens. Select the filter to delete in the list in the left section of the window, and select the Delete button. A confirmation message appears. To confirm the action, select Yes. The filter is deleted. Parent topic: Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Help

Change the Sequence of Private or Practice Orders Filters

You can change the sequence of the filters within the Private or Practice group on the Set Orders Summary Filters window and on the Top toolbar for the Orders Summary grid and the Orders Management grid. You cannot change the sequence of pre-defined filters. Do one of the following: On the Filters bar in the Orders panel of the Orders Summary tab, select Manage Filters. On the Filters bar in your custom Practice template with an Orders Management order control, select Manage Filters. The Set Orders Summary Filters window opens. In the Private or Practice group, select the filter to reposition. To move the filter up one level in the group, select the Up arrow. To move the filter down one level in the group, select the Down arrow. To save your changes, select Save All & Apply. Parent topic: Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Help

Clear Selections for a Private or Practice Orders Filter

You can clear all the selections and entries you have made for a private or practice filter on the Display and three Data tabs without removing the filter from the Set Orders Summary Filters window. Do one of the following: On the Filters bar in the Orders panel of the Orders Summary tab, select Manage Filters. On the Filters bar in your custom Practice template with an Orders Management order control, select Manage Filters. The Set Orders Summary Filters window opens. Select the filter in the list in the left section of the window, and select Clear Filter. A confirmation message appears. To confirm the action, select Yes. All of the selections and entries for the filter are cleared. Parent topic: Defining Private and Practice Orders Filters

NextGen® Enterprise EHR Help

Defining Private and Practice Orders Filters

Defining Private and Practice Orders Filters Defining Private and Practice Orders Filters You can create private or practice filters to select the type of order information to display for an individual patient on the Orders Summary grid or for multiple patients on a custom Practice template created with the Orders Management order control. When you create a practice filter, it is available to all users in your practice. To create a practice filter, you must have permission for Allow Updating Practice Filters set in System Administrator > Enterprise Practice > Enterprise Practice > Security Group > Rights > Operations > Orders. To create a private filter, the Allow Providers to Maintain Favorites practice preference must be selected in File Maintenance > Practices Preferences > Orders Module > Lab/Rad. For more information on user permissions and practice preferences for the Orders module, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for N

NextGen® Enterprise EHR Help

Update a Private or Practice Results Filter

On the Results tab Filters bar, select Manage Filters. The Set Results Filter window opens, with the All filter in view. Select the filter to update from the list in the left section of the window. Update the filter information following the instructions in Create a Private or Practice Results Filter. To save your changes, select Save All & Apply. Parent topic: LOINC Support and Results Grouping

Update a Private or Practice Orders Filter

Recommendations

Set up a Private or Practice Orders Filter

Delete a Private or Practice Orders Filter

Change the Sequence of Private or Practice Orders Filters

Clear Selections for a Private or Practice Orders Filter

Defining Private and Practice Orders Filters

Update a Private or Practice Results Filter

Set up a Private or Practice Orders Filter

Delete a Private or Practice Orders Filter

Change the Sequence of Private or Practice Orders Filters

Clear Selections for a Private or Practice Orders Filter

Defining Private and Practice Orders Filters

Update a Private or Practice Results Filter