Generate and Print SAP Crystal Reports

NextGen® Enterprise EHR Help

Generate and Print SAP Crystal Reports

After you set up a report, you can generate and print or fax a SAP Crystal Reports. When you generate a report, you can do any of the following: Print Preview Fax Save to Chart NextGen® Enterprise EHR can store patient chart items (Documents, Images, Notes, Report, and so on) in multiple locations. If enabled, this functionality allows you to store items from the patient chart in separate directories that are automatically separated by date. Note: If you enable Multiple Storage Locations support for Patient Chart Items, the setting automatically overrides the directory setting for the type of an item specified in the Universal Preferences. For information on how to setup this feature, go to NextGen Healthcare Success Community and download the latest Using Multiple Storage Locations for Patient Chart Items in NextGen® Enterprise EHR. Note: The Export button on the Report Dialog window is disabled. In the Report Dialog window, select the report type to generate. Select the expand icon t

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Generate and Print Crystal Reports

After completing the set up tasks (for example, location, printer), you can generate and print/fax your SAP Crystal Reports. The Save to Chart option is available only for the This encounter to Current Patient and the All encounters for Current Patient report types. In addition, you can save a report to a patient's chart using the Save to Chart option, only if a patient chart is open. When a report is saved to a chart, it is saved as a .pdf and becomes a permanent item within the patient's chart. When you select the report for viewing or printing, it opens in the Imaging module. Therefore, ensure that the report contains the appropriate data before selecting the Save to Chart option. From the NextGen® Enterprise EHR File menu, select Reports > Crystal Reports. On the Report Dialog window, expand All encounter for All Patient, and then select a report you have set up. The details of the report display on the bottom of the Report Dialog window. Perform one of the following actions: To pr

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Set Up SAP Crystal Reports

Only reports already created in the SAP Crystal Reports application and placed in the directory specified in the Universal Preferences appear on the Report Setup Dialog window. To generate, print, or fax SAP Crystal Reports you must set up each report and assign it to a printer. From the NextGen® Enterprise EHR File menu, select Reports > Crystal Reports. On the Report Dialog window, select Report Setup. The Report Setup Dialog window opens. From Report File, select one of the available report files. Select the plus button for All encounters for All Patient. Select a Location for your report. Note: Only providers at the selected location can access the report. If you leave the Location field blank, providers from all locations can access the report. Select a Printer. Optional: Select the one of the following options in the Filter By section: System Enterprise Practice Optional: Select Use Report Server. Note: To use this feature you must have the NextGen Report Server properly set up.

NextGen® Enterprise EHR Template Editor Help 8

Fax Report Trigger

The Fax Report action can be triggered to automatically generate and fax a specific Crystal Report from a template. You can select options to: Preview the report before faxing it. Fax and save the report to the patient's chart in NextGen® Enterprise EHR. Generate and save the report to the patient's chart without faxing it. Note: The report name cannot exceed 128 characters, including spaces. For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Fax Report action. The Fax Report window opens. Select the report you want to fax from the reports listed in the window. If you have set up an Alternate Report Path Universal Preference, select the Alternate Path check box to display the reports stored in that location. For more information on Universal Preferences for Reports, go to NextGen Healthcare Success Community and downlo

NextGen® Enterprise EHR Template Editor Help 8

Set up Print Report Trigger

The Print Report action can be triggered to automatically generate and print a specific Crystal Report from a template. You can select options to: Preview the report before printing it. Print the report on a default printer. Print the report from a non-production database using the NextGen® Report Server. Print and save the report to the patient's chart in NextGen® Enterprise EHR. Generate and save the report to the patient's chart without printing it. Note: The report name cannot exceed 128 characters, including spaces. For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Print Report action. The Print Report window opens. Select the report you want to print from the reports listed in the window. If you have set up an Alternate Report Path Universal Preference, select the Alternate Path check box to display the reports

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Fax Report Trigger

The Fax Report action can be triggered to automatically generate and fax a specific Crystal Report from a template. You can select options to: Preview the report before faxing it. Fax and save the report to the patient's chart in NextGen® Enterprise EHR. Generate and save the report to the patient's chart without faxing it. Note: The report name cannot exceed 128 characters, including spaces. For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Fax Report action. The Fax Report window opens. Select the report you want to fax from the reports listed in the window. If you have set up an Alternate Report Path Universal Preference, select the Alternate Path checkbox to display the reports stored in that location. For more information on Universal Preferences for Reports, go to NextGen Healthcare Success Community and downloa

Generate and Print SAP Crystal Reports

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