Data Sheet Types

Type	Function	Table Data
Appointments	Displays all the appointments for the selected patient.	Appointment Table
Case Sheet	Displays information for a specific case.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Images, Reports, and Emails tables. All Case Management template tables.
Data Flow Sheet	Displays data from multiple tables. Summarizes data from all encounters and displays the data in columns by encounter date rather than in rows. Note: If you build a Data Flow Sheet with fields from a frequently used template, at run time you may receive a large-size data grid that displays data from all relevant encounters.	All template tables.
Data Grid - CM	Displays data entered from Case Management templates.	All tables associated with the available Case Management templates.
Data Grid - DM	Displays data entered from Demographics templates.	All tables associated with available Demographics templates.
Data Grid - MR	Displays data entered from Medical Records templates. Use the Data Grid - MR to display data collected during a single encounter.	All tables associated with available Medical Record templates. Note: Data grids are not available on System and Practice templates.
Employer	Displays a list of all employers for the selected patient.	Person Employer table.
Encounter Sheet	Displays information for the selected encounter.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Document Management (ICS) Images, Images, Reports, and Emails tables.
Ethnicity	Displays a list of ethnicities and ethnicity order. In template runtime, displays the patient ethnicity.	Ethnicity table.
Family Unit	Displays data relevant to the Family Unit members related to the patient. You can display template fields from other Family Unit members on the current template at run time if the data is demographic or entered within the Family Unit effective date period.	Family Unit table.
Gender	Displays the gender identity and gender identity order. In template runtime, displays the patient gender.	Gender Identity table.
Orders Summary Sheet	Displays a summary of test results for the selected patient.	All applicable test results tables.
Practice	Displays data for Practice Extended Popup templates.	All tables associated with existing Practice templates.
Problem List	Displays data entered for the patient's SNOMED-CT problem list.	Patient Problems table.
Problem Notes	Displays data entered for a note associated with a problem on the patient's SNOMED-CT problem list.	Problem Notes table.
Race	Displays the racial data entered for the person.	Race table.
Relationship	Displays a list of persons who are related to the selected patient.	Person Relationship table used in NextGen® Enterprise PM for insurance purposes.
Stored Procedure	Displays a summary of the selected stored procedure.	All tables associated with the available stored procedures.
Summary Data Grid	Displays data entered from Extended Popup templates only. Use the Summary Data Grid to display data collected throughout all encounters.	All Extended Popup template tables.
Summary Sheet	Displays the entire medical history of the patient. Summarizes data from all encounters and displays the data in rows.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Images, Reports, and Emails tables. All template tables.
System	Displays data for System Extended Popup templates.	All tables associated with existing System templates.
Tracked Problems	Displays data for the patient's tracked problems.	Track Problems table.

ICD codes can be displayed on a data sheet. You can select options from the Tables list for Case Sheets, Encounter Sheets, and Summary Sheets to display saved templates, documents, reports, emails, and images for the patient's encounter. The Case Sheet displays all items related to the case from all encounters. The Encounter Sheet displays all items for the selected encounter. The Summary Sheet displays all items for all encounters.

At run time, you can double-click a displayed item in the data sheet to launch it. If a template (regular or non-Extended Popup) is launched, data can be entered and saved. The Patient Item trigger provides a way to launch an existing patient chart document or image by its ID without navigating the encounter tree. Patient chart items can be under any locked or open encounter on the patient's chart.

Note: To view and work on templates, documents, reports, emails, and images in NextGen® Enterprise EHR, a user must be granted the appropriate rights in System Administrator. If a user is not authorized to work with a particular item, it is labeled Restricted.

Data Sheet Types

Type	Function	Table Data
Appointments	Displays all the appointments for the selected patient.	Appointment Table
Case Sheet	Displays information for a specific case.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Images, Reports, and Emails tables. All Case Management template tables.
Data Flow Sheet	Displays data from multiple tables. Summarizes data from all encounters and displays the data in columns by encounter date rather than in rows. Note: If you build a Data Flow Sheet with fields from a frequently used template, at run time you may receive a large-size data grid that displays data from all relevant encounters.	All template tables.
Data Grid - CM	Displays data entered from Case Management templates.	All tables associated with the available Case Management templates.
Data Grid - DM	Displays data entered from Demographics templates.	All tables associated with available Demographics templates.
Data Grid - MR	Displays data entered from Medical Records templates. Use the Data Grid - MR to display data collected during a single encounter.	All tables associated with available Medical Record templates. Note: Data grids are not available on System and Practice templates.
Employer	Displays a list of all employers for the selected patient.	Person Employer table.
Encounter Sheet	Displays information for the selected encounter.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Document Management (ICS) Images, Images, Reports, and Emails tables.
Ethnicity	Displays a list of ethnicities and ethnicity order. In template runtime, displays the patient ethnicity.	Ethnicity table.
Family Unit	Displays data relevant to the Family Unit members related to the patient. You can display template fields from other Family Unit members on the current template at run time if the data is demographic or entered within the Family Unit effective date period.	Family Unit table.
Gender	Displays the gender identity and gender identity order. In template runtime, displays the patient gender.	Gender Identity table.
Orders Summary Sheet	Displays a summary of test results for the selected patient.	All applicable test results tables.
Practice	Displays data for Practice Extended Popup templates.	All tables associated with existing Practice templates.
Problem List	Displays data entered for the patient's SNOMED-CT problem list.	Patient Problems table.
Problem Notes	Displays data entered for a note associated with a problem on the patient's SNOMED-CT problem list.	Problem Notes table.
Race	Displays the racial data entered for the person.	Race table.
Relationship	Displays a list of persons who are related to the selected patient.	Person Relationship table used in NextGen® Enterprise PM for insurance purposes.
Stored Procedure	Displays a summary of the selected stored procedure.	All tables associated with the available stored procedures.
Summary Data Grid	Displays data entered from Extended Popup templates only. Use the Summary Data Grid to display data collected throughout all encounters.	All Extended Popup template tables.
Summary Sheet	Displays the entire medical history of the patient. Summarizes data from all encounters and displays the data in rows.	Allergy, Medication, Billing ICD List, Procedures, Concepts, Templates, Documents, Images, Reports, and Emails tables. All template tables.
System	Displays data for System Extended Popup templates.	All tables associated with existing System templates.
Tracked Problems	Displays data for the patient's tracked problems.	Track Problems table.

Data Sheet Types

Recommendations

Set up Patient Item Trigger

Data Sheet Options

Data Sheet Types

MR Data Sheet Row Selected Actions

MR Data Sheet Row Selected Actions

MR Popup Data Sheet Row Selected Actions

Data Sheet Types

Set up Patient Item Trigger

Data Sheet Options

Data Sheet Types

MR Data Sheet Row Selected Actions

MR Data Sheet Row Selected Actions

MR Popup Data Sheet Row Selected Actions