Reports Toolbar Items

Icon	Name	Description
	Print Report	Prints the displayed report.
	Preview Report	Previews the displayed report.
	Memorize Report	Save (memorize) the displayed report and filters.
	Report Filter	Open the Report Filter.
	Report Options	Open the Report Filter Options dialog.
	Footer/Header	Customize report's Footer/Header.
	Autosize Columns	Autosize report's columns.
	Search for Text	Prompts the Find dialog.
	Assign Task	Opens Create ToDo Task dialog.
	Refresh	Refreshes the displayed report.
	Graph Report	Currently unavailable.
	Export to Excel	Exports the displayed report into Microsoft®Excel®.
	Export to HTML	Exports the displayed report into HTML format.
	Export to ASCII	Exports the displayed report into ASCII format.
	Export to My List	Saves the list of patients displayed on the generated report to the database. This button only displays if the practice has a license to use Population Management and the report data includes the Patient ID and Person ID.
	Report Snapshot	Saves the report data for the date captured. The filters are not saved.
	Exit	Exit the report.

NextGen® Enterprise EHR Help

Reports Toolbar Items

Icon Name Description Print Report Prints the displayed report. Preview Report Previews the displayed report. Memorize Report Save (memorize) the displayed report and filters. Report Filter Open the Report Filter. Report Options Open the Report Filter Options dialog. Footer/Header Customize report's Footer/Header. Autosize Columns Autosize report's columns. Search for Text Prompts the Find dialog. Assign Task Opens Create ToDo Task dialog. Refresh Refreshes the displayed report. Graph Report Currently unavailable. Export to Excel Exports the displayed report into Microsoft®Excel®. Export to HTML Exports the displayed report into HTML format. Export to ASCII Exports the displayed report into ASCII format. Export to My List Saves the list of patients displayed on the generated report to the database. This button only displays if the practice has a license to use Population Management and the report data includes the Patient ID and Person ID. Report Snapshot Saves the report data for the

NextGen® Enterprise EHR Help

Select and Sort Columns

You can select and sort columns. Select Columns from the Report Filter Settings List. Report Filter Set up the Columns you wish to display on the report. The following Columns are available by default: Lst Name - Display Patient's Last Name Mid Name - Display Patient's Middle Name Fst Name - Display Patient's First Name DOB - Display Patient's Date of Birth Age - Display Patient's Age Gen - Display Patient's Gender Race - Display Patient's race Ethnicity - Display Patient's ethnicity Deceased - Display Patient's deceased indicator Addr 1 - Display Patient's Address 1 Addr 2 - Display Patient's Address 2 Pat City - Display Patient's City Pat State - Display Patient's State Pat Zip - Display Patient's Zip Code Pat Hm Phone - Display Patient's Home Phone Number Person Nbr - Display Patient's or Person's Number Preferred Contact Method - Display Patient's Preferred Contact Method Patient Status - Display Patient's Status Practice Name - Display Patient's Practice Name Note: Availability of

NextGen® Enterprise EHR Help

Select and Sort Columns

You can select and sort columns. Select Columns from the Report Filter Settings List. Report Filter Set up the Columns you wish to display on the report. The following Columns are available by default: Lst Name - Display Patient's Last Name Mid Name - Display Patient's Middle Name Fst Name - Display Patient's First Name DOB - Display Patient's Date of Birth Age - Display Patient's Age Gen - Display Patient's Gender Race - Display Patient's race Ethnicity - Display Patient's ethnicity Deceased - Display Patient's deceased indicator Addr 1 - Display Patient's Address 1 Addr 2 - Display Patient's Address 2 Pat City - Display Patient's City Pat State - Display Patient's State Pat Zip - Display Patient's Zip Code Pat Hm Phone - Display Patient's Home Phone Number Person Nbr - Display Patient's or Person's Number Preferred Contact Method - Display Patient's Preferred Contact Method Patient Status - Display Patient's Status Practice Name - Display Patient's Practice Name Note: Availability of

Help Guide for NextGen® Enterprise PM 8

Patient Groups Report Columns

The following columns and filters are available on the Patient Groups report: Column Name Description Data Populates From Patient Group Name Patient Group Name Group Name field from the General tab of the Patient Group window. Description Description Description field from the General tab of the Patient Group window. Name Patient Name Patient Information Birth Dt Birth Date Patient Information Hm Phone Home Phone Patient Information > Demographics Cell Phone Cell Phone Patient Information > Demographics Med Rec Medical Record Number Patient Information Created By Created By Creator field of the Who/When button in the Patient Group window. Crt Dt Create Date Creation Date & Time field of the Who/When button in the Patient Group window. Modified By Last Modified By Last Modified By field of the Who/When button in the Patient Group window. Mod Dt Last Modified Date Modified Date & Time field of the Who/When button in the Patient Group window. Member Crt Dt Member Create Date Date the pati

Help Guide for NextGen® Enterprise PM 8

Patient Groups Report Columns

The following columns and filters are available on the Patient Groups report: Column Name Description Data Populates From Patient Group Name Patient Group Name Group Name field from the General tab of the Patient Group window. Description Description Description field from the General tab of the Patient Group window. Name Patient Name Patient Information Birth Dt Birth Date Patient Information Hm Phone Home Phone Patient Information > Demographics Cell Phone Cell Phone Patient Information > Demographics Med Rec Medical Record Number Patient Information Created By Created By Creator field of the Who/When button in the Patient Group window. Crt Dt Create Date Creation Date & Time field of the Who/When button in the Patient Group window. Modified By Last Modified By Last Modified By field of the Who/When button in the Patient Group window. Mod Dt Last Modified Date Modified Date & Time field of the Who/When button in the Patient Group window. Member Crt Dt Member Create Date Date the pati

Help Guide for NextGen® Enterprise PM 8

Alerts Report Columns

The following columns are available on the Alerts report: Column Description Data Populates From Name Patient Name Patient Chart or Account Profile Src Type Source Type Displays either Chart or Account Subject Alert Subject Chart Alert > Alert field Account Alert window > Alert field Description Alert Description Chart Alert > Alert Entry field Account Alert > Alert Entry field Exp Date Alert Expiration Date Chart Alert > Expiration Date field Account Alert > Expiration Date field Delete Ind Delete Indicator Displays one of the following: Y: Alert is hidden N: Alert is not hidden Crt Dt Create Date Chart Alert > Created > Date field Account Alert > Created > Date field Created By Created By Chart Alert > Created > By field Account Alert > Created > Byfield Mod Dt Last Modified Date Chart Alert > Modified > Date field Account Alert > Modified > Date field Modified By Last Modified By Chart Alert > Modified > By field Account Alert > Modified > By field Filter 1 Use parameters to filter

Reports Toolbar Items

Recommendations

Reports Toolbar Items

Select and Sort Columns

Select and Sort Columns

Patient Groups Report Columns

Patient Groups Report Columns

Alerts Report Columns

Reports Toolbar Items

Reports Toolbar Items

Select and Sort Columns

Select and Sort Columns

Patient Groups Report Columns

Patient Groups Report Columns

Alerts Report Columns