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.
| 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.
|
| 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.