Configuring Clinical Data Filters

NextGen® Enterprise EHR Help

Export CCDs and C-CDAs

The Data Share module gives you control over each file exports, including the destination, document types, clinical information, and attachments. Note: The Export tab is able to initiate various types of exports, including simple referrals. However, if you want to initiate a closed loop referral, you must use the Closed Loop Referrals tab. Areas to Fill In On Export Tab Do one of the following: To export most Continuity of Care Document (CCD) and Consolidated Clinical Document Architecture (C-CDA) documents, select the Export tab. To export a public health case report, select Send Public Health Case Report in the toolbar. To update a document, select Create Addendum or Create Replacement while viewing a previously exported item on the Home pane. The Export tab opens. Depending on how you opened it, specific options may be preselected. Enter the destination and header information. Enter additional export information. Select clinical information. Select attachments. Preview and export th

NextGen® Enterprise EHR Help

Using the Data Share Module to Import and Export Clinical Data

You can use the Data Share module, a feature of NextGen® Enterprise EHR, to import and export Continuity of Care Document (CCD) and Consolidated Clinical Document Architecture (C-CDA) files to and from designated folders and exchange clinical information with other providers, patients, and institutions such as regional health information organizations (RHIOs) and the Health Information Systems Program (HISP). This Data Share module serves the same function as the Medical Summary Utility but provides a simpler user interface and superior performance. The Medical Summary Utility continues to be available, but its use is deprecated. An earlier version of the Data Share module provided access only to the NextGen® Share Carequality Service. The old version is still available for the convenience of existing users. For information about reconciling documents during import, go to NextGen Healthcare Success Community and download the latest Clinical Reconciliation Module User Guide for NextGen®

NextGen® Enterprise EHR Help

Configuring Clinical Data Filters

Clinical information filters enable you to quickly select the types of clinical data to include in an export. By defining a filter for repeated use, you can ensure that exported documents include required categories of information, such as information required for Meaningful Use compliance. Clinical information filters are available only when you set the Export Type option to Manual Data Selection. Manual Data Selection Export Type Clinical information filters do not exclude items from the Clinical Information list. Rather, these filters cause selected categories of items in the Clinical Information list to be preselected for export. Even if a filter has been applied, you are still free to select or clear individual items in the list. Types of Clinical Data Filters The Data Share module provides several types of clinical data filters, including the clinical context filter, quick filters, user filters, and practice filters. Precedence of Default Filters If you do not select a clinical d

NextGen® Enterprise EHR Help

Types of Clinical Data Filters

You can use any of the following types of filters: Clinical Context (NextGen Filter): This predefined filter selects all clinical items that are required for Meaningful Use and Advancing Care Information: Active Medications Active Allergies Active Problems Active Implantable Devices Plan of Care Immunizations Note: You cannot modify or delete this type of filter. None: This filter clears the selection so that no clinical items are selected. Quick Filter: You can customize this filter for use only in the current session. User Filters: You can create and name these filters for possible reuse in later sessions. These filters are available only to you, the current user. You can mark one of them as your default filter. Practice Filters: These filters are available to all users who belong to the same practice. Practice filters are available only if they have been enabled. You can create and modify practice filters if your account has been granted the necessary permission. If so, you can also

NextGen® Enterprise EHR Help

Configure Practice Filters

Before you begin Practice filters must be previously enabled for the practice. Your user account must have previously been granted permission to update practice filters. You can create a filter that is available to all users in the currently selected practice. On the Export tab, in Clinical Information, set Export Type to Manual Data Selection. In the Clinical Information pane, select the gear icon.The DSM Filter Configuration window opens. Select Create New Filter and Create Practice Filter, enter a name for the filter, and then select Next. DSM Filter Configuration The window presents a list of clinical information categories. New Filter Configuration To modify the selection criteria for a category, click the blue, underlined link. A shortcut menu displays possible values for the selection criteria. Select an option, and enter a value, if applicable. The types of selection options may include the following: All: Select all items for this category. None: Select no items for this categ

NextGen® Enterprise EHR Help

Configure Quick Filters

You can create a filter for temporary use within the current session. On the Export tab, in Clinical Information, from the Clinical Information Filter Applied list, selectApply a Quick Filter. Apply a Quick Filter The DSM Filter Configurationwindow opens.Configure a Quick Filter To modify the selection criteria for a category, click the blue, underlined link. A shortcut menu displays possible values for the selection criteria. Select an option, and enter a value, if applicable. The types of selection options may include the following: All: Select all items for this category. None: Select no items for this category. Active: Include only items with an active status. (This option is available for the Medications, Allergies, Problems, and Medical Equipment categories.) Last n Months: Select all items for the most recent n months, where you type the desired value for n. Last n: Select the most recent n items, where you type the desired value for n. Select Apply. If you want to save this fil

Configuring Clinical Data Filters

Recommendations

Export CCDs and C-CDAs

Using the Data Share Module to Import and Export Clinical Data

Configuring Clinical Data Filters

Types of Clinical Data Filters

Configure Practice Filters

Configure Quick Filters

Configuring Clinical Data Filters

Export CCDs and C-CDAs

Using the Data Share Module to Import and Export Clinical Data

Configuring Clinical Data Filters

Types of Clinical Data Filters

Configure Practice Filters

Configure Quick Filters