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.
Recommendations
Explore
Generate a Summarized Online Forms Report
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
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. Parent topic: Generate and Print 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
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
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® PxP Portal Provider Guide for NextGen® Enterprise EHR
Generate Reports Using the Report Filter
From the NextGen® Enterprise EHR File menu, select Reports > Generate Report > By Practice, and then select one of the following: By Practice By Enterprise The NextGen Report Filter window opens. From Settings List, select Patient. Select the Enable Patient Portal Status Filter check box, and perform one of the following: To generate a report of patients who are not enrolled in NextGen® PxP Portal, select Non Patient Portal Patients. To generate a report of based on enrollment status, select Patient Portal Patients, and from Patient Portal Patient Status list, select a status. Set up other report filters and related options as required. For information on setting up report filters and custom NextGen® Enterprise EHR reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Perform one of the following: To save the report filter, select Save. To generate the report, select OK. Parent topic: Reports
