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Generate a Detailed Online Forms Report
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.
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® 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
NextGen® Enterprise EHR Help
NextGen® PxP Portal Accounts Report Considerations
The NextGen® PxP Portal Account Status Report includes information about NextGen® PxP Portal users. When you generate the NextGen® PxP Portal Account Status Report, you can select the following enrollment statuses to display on the report: Not Enrolled Pending Completed Account Deleted Deactivated Declined Deferred You can generate a summary report or a detail report. The summary report includes a count of users for each status that you include in the report. In addition, the detail report also includes the following information for each user: Account status Person name Person number Phone number Email address When enrollment completed The NextGen® PxP Portal Enrollment Summary Report includes the number of pending and complete enrollments for the NextGen® PxP Portal. The NextGen® PxP Portal Online Forms Report includes details about forms used in the NextGen® PxP Portal. When you generate the NextGen® PxP Portal Online Forms Report, you can select the status codes to display on the re
