Select Filters

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

Create User Filters

You can create and name a filter that is available only to you and then reuse it in later sessions. 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 Configurationwindow opens. DSM Filter Configuration Select Create New Filter and Create User Filter, enter a name for the filter, and then select Next.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 category. Active: Include only items with an active status. (This option is available for the Medications, Allergies, Problems, and Medical Equipment categories.) Last n Mo

NextGen® Enterprise EHR Help

Edit User Filters

On the Export tab, in Clinical Information, select the gear icon.The DSM Filter Configuration window opens. Which Filter Would You Like to Edit Select Edit Existing Filter, select which filter to edit, and then select Next.The window presents a list of clinical information categories. Editing User 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 the prefe

NextGen® Enterprise EHR Help

Select Filters

On the Export tab,under Clinical Information, set Export Type to Manual Data Selection, and then select a user filter or practice filter from Clinical Information Filter Applied. Selecting a Filter To see which items were selected by the filter, view the Clinical Information list, and expand it as necessary. Note: Selected items are preceded by a check mark Selected Selected Items If any encounters were marked as sensitive in NextGen® Enterprise EHR, a warning message appears to the right of the filter editing icon. Any clinical items from sensitive encounters are preceded by an (exclamation point) in the Clinical Information tree. Clinical information filters do not select items from sensitive encounters, even if those items meet all the criteria defined for the filter. This feature helps prevent accidental exporting of sensitive items. Sensitive Encounter Warnings If you want to adjust the selection, manually select or deselect individual items. You can also manually select items tha

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

Select Filters

Recommendations

Types of Clinical Data Filters

Configure Practice Filters

Create User Filters

Edit User Filters

Select Filters

Configuring Clinical Data Filters

Select Filters

Types of Clinical Data Filters

Configure Practice Filters

Create User Filters

Edit User Filters

Select Filters

Configuring Clinical Data Filters