Set up Print Report Trigger

NextGen® Enterprise EHR Template Editor Help 8

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. Note: The report name cannot exceed 128 characters, including spaces. For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Fax Report action. The Fax Report window opens. 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 downlo

NextGen® Enterprise EHR Help

Generate and Print SAP Crystal Reports

After you set up a report, you can generate and print or fax a SAP Crystal Reports. When you generate a report, you can do any of the following: Print Preview Fax Save to Chart NextGen® Enterprise EHR can store patient chart items (Documents, Images, Notes, Report, and so on) in multiple locations. If enabled, this functionality allows you to store items from the patient chart in separate directories that are automatically separated by date. Note: If you enable Multiple Storage Locations support for Patient Chart Items, the setting automatically overrides the directory setting for the type of an item specified in the Universal Preferences. For information on how to setup this feature, go to NextGen Healthcare Success Community and download the latest Using Multiple Storage Locations for Patient Chart Items in NextGen® Enterprise EHR. Note: The Export button on the Report Dialog window is disabled. In the Report Dialog window, select the report type to generate. Select the expand icon t

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Printing Tab

The Printing user preferences enable you to make settings that have an impact on the various types of documents that can be printed in NextGen® Enterprise PM. Note: Settings made in Practice Preferences > Printing apply to all users in the practice. Settings made in your General User Preferences > Printing override the practice-level settings. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Printing tab. In theFee Ticketssection, do the following: To preview before printing fee tickets, select thePrint previewcheck box. To view thePrint Fee Ticketswindow before printing, where you can change your default printer settings or select an alternate fee ticket body, select thePrompt for options dialogcheck box. For more information on printing Fee Tickets go toNextGen Healthcare Success Community, and download the latestAppointment Scheduling User Guide forNextGen® Enterprise PM. To concurrently printNextG

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. From the search results in the Matching Records section, double-click to open the patient. The Patient Chart window opens. From the main toolbar, select the Statements button. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or exp

NextGen® Enterprise EHR Help

Set Up Matrix and Access SAP Crystal Reports

SAP Crystal Reports Where do I find the location to copy the report? What do I use to set up and generate the report? What do I use to print the report? Meaningful Use or Custom-Created Custom Report Path Universal Preference Report Dialog window Report Dialog window Note: The Orders requisitions and test results reports can also be printed within the Orders module. Patient Portal Medications Examples: ePCS, Auditing Orders requisitions and test results (by encounters only) 5.6 AOE Questions Upgrade Patient reports (for example, Open Telephone calls) Immunization End of Day CCHIT Alternate Report Path Universal Preference Audit tables and CCHIT templates CCHIT Audit Report Template PCMH standards tracking Distributed Report Path System Administrator Report Dialog window (set the Report Type as ‘All encounters for all patients' and provide a Description) Report Dialog window Consent Policy Distributed Report Path System Administrator Report Dialog window (Set the Report Type as ‘All enc

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from the Charge or Payment Window

Open NextGen® Enterprise PM. To open the Patient Statement window from the Charge Posting window, do the following: Select Charges. The Charge Posting window opens. Select the patient and encounter. Select Print Menu, and then select Statement. The Patient Statement window opens. To open the Patient Statement window from the Payment Entry window, do the following: Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click and select Open. The Payment Entry window opens. Select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement,selec

Set up Print Report Trigger

Recommendations

Fax Report Trigger

Generate and Print SAP Crystal Reports

Set Up Default General Preferences - Printing Tab

Print or Export a Patient Statement from the Patient Chart

Set Up Matrix and Access SAP Crystal Reports

Print or Export a Patient Statement from the Charge or Payment Window

Fax Report Trigger

Generate and Print SAP Crystal Reports

Set Up Default General Preferences - Printing Tab

Print or Export a Patient Statement from the Patient Chart

Set Up Matrix and Access SAP Crystal Reports

Print or Export a Patient Statement from the Charge or Payment Window