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View, Edit, and Delete the Saved Reports
My Reports
are custom reports which are generated, and saved for the future reference.
Note:
The custom reports are available only for you.
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
My Reports
.
System Reports
opens by default.
Select
My Reports
.
The list of available reports appear.
Select a report name to generate the report results.
The
Report Results
table opens displaying the corresponding jobs.
Optional:
To rename a report, select the edit
icon next to the corresponding report, enter a name, and then select
.
To delete a report, select the delete
icon next to the corresponding report, and then select
OK
.
See also
Apply Filters and Generate Job Reports
View, Edit, and Delete the Saved 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
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 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
View, Edit, and Delete the Saved Reports
My Reports are custom reports which are generated, and saved for the future reference. Note: The custom reports are available only for you. 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 My Reports.System Reports opens by default. Select My Reports.The list of available reports appear.My Reports tab Select a report name to generate the report results.The Report Results table opens displaying the corresponding jobs. Optional: To rename a report, select the edit Edit icon icon next to the corresponding report, enter a name, and then select Edit icon. To delete a report, select the delete Delete report icon icon next to the corresponding report, and then select OK. Parent topic: Apply Filters and Generate Job Reports Se
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
