Working with a Generated 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

Work with a Saved or Memorized Report

You can generate and work with any reports that have been previously created and memorized (saved). From the Main menu, select File > Reports > Report List. The Memorized Reports window opens. Memorized Reports Select the Report Type. Select a report you wish to generate and double-click it. 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 displays. If you wish to continue, select Yes. If you do not wish to generate the report, select No. If no additions or changes are required, select OK to generate the report. Note: You do not need to re-save the report. To add or change any previously selected filters: Update the filter information or make any other changes. To save the updated information, select Save. You can also change any of the other parameters, such as Report Name

NextGen® Enterprise EHR Help

Generate and Work with Reports

The NextGen® Enterprise EHR Report module also lets you do the following: Creating and Generating Reports for Significant Events Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Creating and Generating Reports for Significant Events Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Parent topic: Create and Use Custom Reports Related concepts Sharing Reports Between Practices Creating a Batch Process to Generate Reports Accessing the Report Filter in the Report Server Related reference Creating and Generating Reports for Significant Events

NextGen® Enterprise EHR Help

Accessing the Report Filter in the Report Server

You can also access the NextGen® Enterprise EHR Report Filter to create, modify, and generate NextGen® Enterprise Reports using the NextGen Report Server. Parent topic: Generate and Work with Reports

NextGen® Enterprise EHR Help

Create and Use Custom Reports

NextGen® Enterprise EHR enables you to create, generate, and work with NextGen® Enterprise EHR custom reports. You can also use NextGen® Enterprise EHR report filters to create NextGen® Population Health Solutions patient reminder communications. Custom Reports Creating Custom Reports Open the Report Filter Report Filter Examples Use NextGen Enterprise EHR Report Filters to Create NextGen Population Health Solutions Patient Reminder Communications Selecting and Sorting Report Columns Selecting Data and Generating Reports Select Report Options Saving and Working with Reports Creating and Using Summary Reports Generate and Work with Reports Parent topic: NextGen Enterprise EHR Reports

NextGen® Adaptive Content Engine Help Enterprise 8

Generate Documents

You can search for and generate a document for a patient encounter. Open NextGen® Enterprise EHR. From Top Toolbar, select the Documents icon. The Generate Document window opens. Select the document you want to generate, and select Generate. Parent topic: Generate Information from Document Library

Working with a Generated Report

Recommendations

Save Report Data as a Report Snapshot

Work with a Saved or Memorized Report

Generate and Work with Reports

Accessing the Report Filter in the Report Server

Create and Use Custom Reports

Generate Documents

Save Report Data as a Report Snapshot

Work with a Saved or Memorized Report

Generate and Work with Reports

Accessing the Report Filter in the Report Server

Create and Use Custom Reports

Generate Documents