NextGen Knowledge Center

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.

For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR.

  1. Follow the applicable steps in General Trigger Setup.
  2. Select the Fax Report action.
    The Fax Report window opens.

  3. 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 download the latest System Administrator Guide for NextGen® Enterprise.

  4. In the Type section, select the report type:
    • Encounter (default). The current encounter for the current patient.
    • History. All encounters for the current patient.
    • Generic. All encounters for all available patients.
    If you select History or Generic, the Filter section is enabled. You can select options to filter the report by System, Enterprise, or Practice.
  5. Select the preview and print options you want to use.
    • Preview & Fax. Preview the report in the Crystal Report Viewer and then fax it.
    • Preview (default). Preview the report in the Crystal Report Viewer before you fax it.
    • Fax. Fax the report without previewing it.
    • None. Generate the report without previewing or printing it. You can save the report to the patient's chart using the Save to Chart option. Clear the Use Default Printer check box.
    • Alternate Path. Generate the report from an alternate path you have set up in Universal Preferences.
    • Save to Chart. Save the report to the patient's chart. If you create this trigger on a System or Practice template, this option is not applicable.

      The Report Name On Patient Chart field is enabled. You can enter the report name here, or leave the field blank, and enter the name at run time.

  6. To save the information and close the window, select OK.
  7. If necessary, in the Trigger Info window, set up a specific condition for the Fax Report action to be triggered.
  8. Select OK and save your template.