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Generate a Detailed Online Forms Report
From the
NextGen® Enterprise EHR
File
menu, select
Reports
>
Crystal Reports
.
Select the plus button for
All encounters for All Patient
.
Select
Patient Portal Online Forms
, and then select the
Preview
button.
On the
Enter Parameter Values
window, specify the start and end dates.
Note:
You cannot generate
Patient Portal Online Forms
for a date that is after the date of migration to version 6.2021.1.
From the
Enter repTypes
list, select
Details
.
Move the desired parameters from
Available Values
to
Selected Values
.
Select
OK
to create the report.
Generate a Detailed Online Forms Report
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Generate a Summarized Online Forms Report
From the NextGen® Enterprise EHR File menu, select Reports > Crystal Reports. Select the plus button for All encounters for All Patient. On the Enter Parameter Values window, specify the start and end dates. Note: You cannot generate Patient Portal Online Forms for a date that is after the date of migration to version 6.2021.1. In the Enter repTypes menu, select Summary. Select OK to generate the summary report. Parent topic: Generate and Print Crystal Reports
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Send SAP® Crystal Reports® to NextGen® PxP Portal
From the NextGen® Enterprise EHR File menu, select Reports > Crystal Reports. The Report Dialog window opens. Select the desired report, and select Save to Chart. The report is added to the patient chart. To send SAP® Crystal Reports® to NextGen® PxP Portal, do one of the following: Send as an attachment in communication messages. Send from File menu. Send from History toolbar. Send from PAQ module. Parent topic: Generate and Print Crystal Reports See also Send Documents and Images as Attachments Send Documents and Images from the File Menu Send Documents and Images from the Encounter History Tab Send Documents and Images from the PAQ to the Portal
NextGen® Enterprise EHR Help
Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports
When you generate NextGen® Enterprise EHR Crystal Reports in the Report Dialog, the following special notes and considerations help you process reports more efficiently. ePCS Prescriptions Report Considerations ePCS Auditable Events Report Considerations NextGen PxP Portal Accounts Report Considerations Select Enrollment Statuses to Include in the NextGen PxP Portal Account Status Report You can generate a NextGen® PxP Portal Account Status report using the enrollment status of patients. Select Parameters for the NextGen PxP Portal Online Forms Report Parent topic: Use the Report Dialog to Generate and Print SAP Crystal Reports
NextGen® Enterprise EHR Help
Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports
When you generate NextGen® Enterprise EHR Crystal Reports in the Report Dialog, the following special notes and considerations help you process reports more efficiently. ePCS Prescriptions Report Considerations ePCS Auditable Events Report Considerations NextGen PxP Portal Accounts Report Considerations Select Enrollment Statuses to Include in the NextGen PxP Portal Account Status Report You can generate a NextGen® PxP Portal Account Status report using the enrollment status of patients. Select Parameters for the NextGen PxP Portal Online Forms Report Parent topic: Use the Report Dialog to Generate and Print SAP Crystal Reports
NextGen® Enterprise EHR Help
Select Parameters for the NextGen® PxP Portal Online Forms Report
After the 5.9.2021.1 release, no new data will be available in the NextGen® PxP Portal Online Forms reports. In the Report Dialog window, select the NextGen® PxP Portal Online Forms report and select Preview. The Enter Parameter Values window opens. Select Start Date and End Date. Do one of the following: To select a single status code, in the Select Specific Status Code(s) section, select a value in Available Values, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from Selected Values, select Remove or Remove All. Select the type of report to generate from the list. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports
NextGen® Enterprise EHR Help
Select Parameters for the NextGen® PxP Portal Online Forms Report
After the 5.9.2021.1 release, no new data will be available in the NextGen® PxP Portal Online Forms reports. In the Report Dialog window, select the NextGen® PxP Portal Online Forms report and select Preview. The Enter Parameter Values window opens. Select Start Date and End Date. Do one of the following: To select a single status code, in the Select Specific Status Code(s) section, select a value in Available Values, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from Selected Values, select Remove or Remove All. Select the type of report to generate from the list. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports
