View, Edit, and Delete the Saved Reports

NextGen® Mobile Help

Generate and Save the System Reports

System Reports are pre-configured filters that are available to run and generate reports based on the job type category. After generating a system report, you can customize the report by modifying the pre-configured filter and display options, and save your report. Open NextGen® Mobile Cloud Portal. Select a clinic you want to work with. Select Jobs Tracking. You can select the Image Only and Chat Upload Jobs and Charge Capture Jobs tabs to generate the corresponding job reports. The Jobs Tracking window opens displaying the Dictation Jobs tab by default. In Saved Reports, select System Reports.System Reports opens. System Reports tab Select a filter to generate the report.The Report Results table opens displaying the corresponding jobs. Customize the report, and then select Save As.The report is saved to My Reports in Saved Reports. Parent topic: Apply Filters and Generate Job Reports See also Apply Filters and Generate Job Reports

NextGen® Mobile Help

View the Job Details

Open NextGen® Mobile Cloud Portal. Select a clinic you want to work with. Select Jobs Tracking. You can select the Image Only and Chat Upload Jobs and Charge Capture Jobs tabs to generate the corresponding job reports. The Jobs Tracking window opens displaying the Dictation Jobs tab by default. Apply the required filters and display options, and then select Run Report.The Report Results table opens displaying the corresponding jobs. Report Results table Optional: To maximize the report results table, select the Maximize icon icon.You can select the Minimize icon icon to minimize the table. Select the job number to view the details for a job.The job details view opens displaying the job number, patient demographics, dictating physician, job type, stat status, recorded audio during dictation, job history, and images attached with the job. Job details view Optional: To edit the patient demographics, update the necessary fields, and then select Save. Optional: To search for a patient, sele

NextGen® Mobile Help

View the Charges Attached to Jobs

In Charges, you can view the procedure charged for an encounter, services provided to patients on encounters and claims, specific modifiers to medical procedures provided to patients, fees associated with the procedure, procedures entered for clinical purposes and not eligible for billing information. Open NextGen® Mobile Cloud Portal. Select a clinic you want to work with. Select Jobs Tracking. The Jobs Tracking window opens displaying the Dictation Jobs tab by default. Select Charge Capture Jobs. Apply the required filters and display options, and then select Run Report. The Report Results table opens displaying the corresponding jobs. Report Results table Select the job number to view the details for a job. The job details view opens displaying the job number, patient demographics, job history and job access history. Select the Charges tab. The Charges tab opens displaying the Charges and Diagnosis sections. Charges and Diagnosis details Parent topic: Apply Filters and Generate Job

NextGen® Mobile Help

View and Edit Documents

If the document is in customer review and delivery error, you can edit the document using the document editor controls. Note: You can print the document, and download the document in PDF and Word format. Open NextGen® Mobile Cloud Portal. Select a clinic you want to work with. Select Jobs Tracking. You can select the Image Only and Chat Upload Jobs and Charge Capture Jobs tabs to generate the corresponding job reports. The Jobs Tracking window opens displaying the Dictation Jobs tab by default. Apply the required filters and display options, and then select Run Report.The Report Results table opens displaying the corresponding jobs. Report Results table Select the job number to view the details for a job.The job details view opens displaying the attached document. Edit document view Optional: To maximize the view of the document, select the Maximize icon icon.Select the Minimize icon to minimize the view. Edit the document with the editing controls.You can view the reason for the revie

NextGen® Mobile Help

Apply Filters and Generate Job Reports

You can generate Dictation Jobs, Image Only and Chat Upload Jobs, and Charge Capture Jobs customized reports by applying filters, hiding and showing the specific columns, and sorting the jobs to search and analyze the data. Note: Based on your clinic's configuration, you can search and view the job types. Open NextGen® Mobile Cloud Portal. Select a clinic you want to work with. Select Jobs Tracking. You can select the Image Only and Chat Upload Jobs and Charge Capture Jobs tabs to generate the corresponding job reports. The Jobs Tracking window opens displaying the Dictation Jobs tab by default. In Filters, select from the necessary fields, enter the required patient information, and then select the type of jobs to customize the report.By default, job number, patient, in-process start, appointment date, MRN, job status, job type, dictator ID, and editing complete columns are selected. In Display Options, select the necessary columns, and then select from the group results and sort opti

NextGen® Mobile Help

Search, Export, and Delete Job Lists

Before you begin You must have the necessary permissions to delete the jobs. Open NextGen® Mobile Cloud Portal. Select Job List. Job List opens. Job List view To view the job list, in Job List, select from the necessary lists, enter the necessary patient information, and then select Search. You can sort the results table columns data by selecting the column header. You can also rearrange the table columns by selecting and dragging the columns. The results table appears. Optional: To clear the filters, select Clear Filters. To export the job list results, do one of the following: To export to PDF, select Export to PDF. To export to Microsoft Excel®, select Export to Excel. The report is saved to your computer. To delete a job list, do one of the following: To delete a specific job, select the job, select Delete, and then select Ok. To delete multiple jobs, select and hold the Ctrl key, select the jobs you want to delete, and select Delete Selection, then select Ok. To delete all jobs in

View, Edit, and Delete the Saved Reports

Recommendations

Generate and Save the System Reports

View the Job Details

View the Charges Attached to Jobs

View and Edit Documents

Apply Filters and Generate Job Reports

Search, Export, and Delete Job Lists

Generate and Save the System Reports

View the Job Details

View the Charges Attached to Jobs

View and Edit Documents

Apply Filters and Generate Job Reports

Search, Export, and Delete Job Lists