Configure User Settings

NextGen® Enterprise EHR Help

Configure User Settings

On the User Settings tab, you can customize the display for Cohorts, patient grid, Chart, and Care Opportunities. You can select the following: The report type to be displayed on the tab. The financial information columns for the patient grid. The templates that appear in the Chart list. The care opportunity layout for the Care Opportunities tab. Open NextGen Care® Population Management Hub. Select the settings icon in the lower-right corner. The Settings window opens. To configure the reports to be displayed on the Cohorts tab, select Reports on User Settings and select the desired reports. To configure the patient details to be displayed in the patient grid, do the following: Select Grid + Data. In the Cohorts section, select Limit Snapshots to last to limit snapshots to a specified number of days and enter the number of days to which the snapshots must be limited. Note: The snapshots are limited based on the date when the snapshot is created. The Limit Snapshots to last option limit

NextGen® Enterprise EHR Help

Create a Snapshot Report

You can create snapshot of patient level NextGen® Enterprise PM reports and the NextGen® Enterprise reports. Set up the report by defining the columns and filters to produce the desired format and results. Select OK. The report is generated. On the generated report, select . The Save Snapshot window opens. In Save As, enter the name of the report, and select OK. The added report appears under Report Snapshots on the Cohorts tab. Parent topic: Configure the NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

Create a Snapshot Report

You can create snapshot of patient level NextGen® Enterprise PM reports and the NextGen® Enterprise reports. Set up the report by defining the columns and filters to produce the desired format and results. Select OK. The report is generated. On the generated report, select . The Save Snapshot window opens. In Save As, enter the name of the report, and select OK. The added report appears under Report Snapshots on the Cohorts tab. Parent topic: Configure the NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

Patient Grid

The patient grid displays the patient demographic details, financial and next appointment details. When you run the NextGen Care® Population Management Hub report, patient information appears in the patient grid. The patient grid displays the patient demographic details, patient's risk level (color-coded), patient portal enrollment status, financial information, and the next appointment details. Note: If multiple appointments are scheduled for a patient on the same day, the next immediate appointment of that day appears in the Next Appointment field when you run the report. When reports are filtered based on appointment schedule in the Appointment Book tab, the patient grid displays additional columns. Note: The following columns appear in the patient grid when they are enabled on the Grid + Data tab on the User Settings window. Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Patient Grid Columns The patient grid provides information on t

NextGen® Enterprise EHR Help

Patient Grid

The patient grid displays the patient demographic details, financial and next appointment details. When you run the NextGen Care® Population Management Hub report, patient information appears in the patient grid. The patient grid displays the patient demographic details, patient's risk level (color-coded), patient portal enrollment status, financial information, and the next appointment details. Note: If multiple appointments are scheduled for a patient on the same day, the next immediate appointment of that day appears in the Next Appointment field when you run the report. When reports are filtered based on appointment schedule in the Appointment Book tab, the patient grid displays additional columns. Note: The following columns appear in the patient grid when they are enabled on the Grid + Data tab on the User Settings window. Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Patient Grid Columns The patient grid provides information on t

Help Guide for NextGen® Enterprise PM 8

Report Snapshots in Population Management Hub

Reports can be created in NextGen® Enterprise PM using specific filters and qualifying criteria to identify a specific patient population, and then saved as a report snapshot. These report snapshots can be accessed in NextGen® Enterprise EHR from the Population Management Hub > Cohorts tab and used to generate a patient list for outreach purposes, such as sending messages via NextGen Care® Outreach or NextGen® PxP Portal. For more information on report snapshots in NextGen Care® Population Management Hub, go to the NextGen Healthcare Success Community and download the Population Management Hub User Guide for NextGen® Enterprise. Parent topic: Saving Report Snapshots

Configure User Settings

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Configure User Settings

Create a Snapshot Report

Create a Snapshot Report

Patient Grid

Patient Grid

Report Snapshots in Population Management Hub

Configure User Settings

Configure User Settings

Create a Snapshot Report

Create a Snapshot Report

Patient Grid

Patient Grid

Report Snapshots in Population Management Hub