Work with a Saved or Memorized Report

NextGen® Enterprise EHR Help

Save Report Data as a Report Snapshot

The Report Snapshot function allows you to save the data for a specific report and retrieve it for future use, as needed. Unlike memorized reports, which save the filters and the most current data, a Report Snapshot retains the report data when you generated it. You cannot change the data. You can use these types of reports for tracking and clinical reference. Report Snapshots save the report data not the report filters. Memorized reports save the filters you have selected, but not the report data. Note: Before you can use report snapshots, make sure that have configured Access Rights in NextGen System Administrator > Rights > Reports > Snapshot. From the Main menu, select File > Reports > Enterprise / Practice. Select data and generate the appropriate report. Save the report data by selecting the Save As Snapshot button on the Reports Toolbar. The Save Snapshot window opens. Save Snapshot Enter the name of the report in the Save As field. Note: Create a name that describes the report.

NextGen® Enterprise EHR Help

Save a Report

After you have set up all of the desired Columns, Filters, Data and Options, you can save the report you have built and reuse it later. From the Report Filter, select Save. The Memorize Report window opens. Memorize Report In Save As, enter the name of the report. Note: If you are using NextGen® Background Business Processor to send NextGen® Population Health Solutions patient reminders, ensure that the report name enables you to identify the purpose of the communication when accessing it in NextGen® Background Business Processor, for example, DiabetesPatientRemindersOctober2013. Select the Report Type. Note: Only those Report Types that have been set up in the File Maintenance are available for selection. Refer to your practice's System Administrator in regard to availability of Report Types. Select which users are allowed to run, modify and save the report you have created. Memorize Report To send the report information to NextGen® Background Business Processorfor NextGen® Population

NextGen® Enterprise EHR Help

Working with a Generated Report

A generated NextGen® Enterprise EHR report lets you do the following: Preview and/or Print it. Search for text on the report. Memorize (save) it from the Report Filter window. Save the report data as "report snapshot". Graph the data displayed in the generated report. Create a To Do Task. Export the data displayed into an Excel spreadsheet, HTML document or ASCII document. Using the Reports Toolbar Reports Toolbar Items Search for Text on a Report Parent topic: Saving and Working with Reports

NextGen® Adaptive Content Engine Help Enterprise 8

Run a Memorized Care Guideline Report

You can run a saved care guidelines report for the patient's record. You can generate and work with any reports that have been previously created and memorized (saved). CAUTION: The memorized report may take significant time and system resources to run. It is advisable to run this report after business hours. This report can only be run on care guidelines order items (formerly protocols), not on Recommended Care items. Open NextGen® Enterprise EHR. Select File > Reports > Report List. The Memorized Reports window opens. Select the Report Type. Select a report you want to generate and double-click it. Memorized Reports The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations check box has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message appears. If you want to continue, select Yes. If you do not wish to generate the report, select No. If modifi

NextGen® Enterprise EHR Help

Create Memorized Reports

Depending on whether you want to create a NextGen® Enterprise or NextGen® Enterprise PM report, set up the report by defining the columns and filters to produce the desired format and results. Note: If you want to open the NextGen® Enterprise PM reports in NextGen Care® Population Management Hub, then you must ensure to create only the patient level NextGen® Enterprise PM memorized reports. Ensure the report meets your requirements, select Save on the Report Filter. If you want to verify the report prior to saving, run the report. Review the report, and then select Memorize Report . The Memorize Report window opens. Note: Save results for notification does not appear when memorizing NextGen® Enterprise PM reports. In Save As, enter the name of your report. If you are changing an existing memorized report, the original information automatically appears. In Report Type, select a report type. Note: You can create and modify report types in the report types master file. Only those report t

NextGen® Adaptive Content Engine Help Enterprise 8

Save a Memorized Care Guideline Report

You can save a care guidelines report for the patient's record. After you have set up the desired columns, filters, data and options, you can save the report you have built and reuse it later. Open NextGen® Enterprise EHR. Select File > Reports > Generate Report > By Enterprise. The NextGen Report Filter: Patient template opens. Nextgen Report Filter Update all the desired parameters, columns, filters, data, and options on the NextGen Report Filter: Patient template to set up the memorized report. Select Save. The Memorize Report window opens. Memorize Report In Save As, enter the name of the report. Select Generic or Report as the Report Type. Note: You can only see those report types that have been set up in the File Maintenance. You can define the additional fields: Select who can run the report you have created. Select who can modify the report you have created. Select who can save the report you have created. Select OK. Parent topic: Care Guidelines Report

Work with a Saved or Memorized Report

Recommendations

Save Report Data as a Report Snapshot

Save a Report

Working with a Generated Report

Run a Memorized Care Guideline Report

Create Memorized Reports

Save a Memorized Care Guideline Report

Save Report Data as a Report Snapshot

Save a Report

Working with a Generated Report

Run a Memorized Care Guideline Report

Create Memorized Reports

Save a Memorized Care Guideline Report