Significant Events Reference List
You can view reports of the significant events in NextGen® Enterprise PM and NextGen® Enterprise EHR. The reports that display significant events in NextGen® Enterprise PM are Significant Events and Significant Event History.
You can set up the following significant events in NextGen® Enterprise PM and NextGen® Enterprise EHR. The events are categorized by enterprise, practice, and system levels.
The following table describes the Enterprise Level Significant Events.
| Field | Description |
|---|---|
| Address Changed through "Change of Address Update" Process | Tracks address changes that occur due to the Change of Address Update process (InNextGen® Enterprise PM,Filemenu >Processes>Change of Address Update). |
| Client Defined <1-14> | Tracks changes made to the 14 client defined fields in theModify Patient/Person Informationwindow on theClient Definedtab. The event logs the client defined field name and its previous and current values for theSignificant Eventsreport. In the patient chart, the event is logged as<Field Name> from: <Previous Setting> to: <Current Setting>on theClinical History/Notestab >Chart Notes>History>Chart. |
| Demographics updated by External MPI system | Tracks demographic changes that occurred due to updates by an external MPI system. |
| Duplicate Person Screen Bypassed | Creates a person-level significant event when a user does any of the following on thePotential Duplicate Personwindow.
The significant event tracks the names of the person created and the user who created the person. When a user overrides the security, the event adds the textThe duplicate person screen was bypassed by overriding the security: <Last, First Names of the overriding user>in the Pre Mod column of theSignificant Eventsreport. The Pre Mod column is blank if user selectsIgnoreorxbut still confirms the creation. |
| Enterprise Batch Grouping Completed | Tracks when batch groupings are completed. When the last practice batch is posted inNextGen® Enterprise PM, the enterprise grouping is set to completed, and it is removed from view. |
| Enterprise Batch Grouping Created | Tracks when users create batch groupings. The significant event includes the practice that the grouping was created in and the user who created it. |
| Enterprise Batch Grouping Deleted | Tracks when users delete batch groupings. |
| Merge People | Records a person merge when the merge type is set to Enterprise and the database contains only one enterprise. You can view the event inNextGen® Enterprise PMin the following locations. In the Patient Chart >Clinical History/Notestab >Chart Notes>History>Encounters. On theModify Patient Informationwindow >Historytab. |
| Page Deleted | Creates aNextGen® Document Managementrelated significant event when a page from a document is deleted. The Page Deleted significant event appears only on theSignificant Eventsreport. |
| Page Hidden | Creates aNextGen® Document Managementrelated significant event when a page is hidden from a document. The Page Hidden significant events appear only on theSignificant Eventsreport. |
| PHI Field Modified | Tracks changes inNextGen® Enterprise PMandNextGen® Enterprise EHRto any Patient Health Information fields on thePerson/Patient Informationwindow >Demographicstab and the UDS fields on thePatient/Person Informationwindow >UDStab. The event is recorded as<Field name> Changedon the PM Patient Chart >Clinical History/Notestab >Chart Notes>History>Chartand on theSignificant Eventsreport. The report also tracks the previous and current selections for the fields.
TheCommunity Cd,Comment, andGenerate System Alertfields on theDemographicstab. TheSliding Fee Schedule VerificationandFamily Informationsections on thePatient/Person Informationwindow >UDStab. |
| Practice Batch Added | Creates aNextGen® Document Managementrelated significant event when a practice batch is added. |
| Field | Description |
|---|---|
| Account Accessed | Logs each time a user opens an existing person or patient account. To view the significant event record, open the patient Account Profile and then select theNotestab >Account Notes>History. The event is logged asAccount Accessed. |
| Account Form Template Printed | Tracks when an account form template is printed. |
| Allergy Resolved | Tracks when a patient allergy record is resolved. |
| Appointment Accessed | Logs each time a user opens an existing appointment. The event logs the appointment date and time and patient name. |
| Appointment Conflict Override | Logs each time a user successfully overrides a scheduling conflict. |
| Appointment Letters Printed | Tracks when appointment letters are printed. |
| Appointment Waitlist Completed Successfully | Tracks when an appointment waitlist item has been completed. |
| Appointment Waitlist Created | Tracks when an appointment waitlist has been created. |
| Appointment Waitlist Deleted | Tracks when an appointment waitlist has been deleted. |
| Balance Control Change | Tracks any time a user accesses the Balance Control window and modifies the charge buckets or the rebill indicators. The event appears on theBalance ControlandEncounter Insurance Selectionwindows asBalance Control Change - Encounter: <encounter number> from: <previous charge information> to <current charge information> |
| Batch Account Collection Letters Printed | Tracks when account-level collection letters are printed. |
| Batch Encounter Collection Letters Printed | Tracks when encounter-level collection letters are printed. |
| Budget Letters Printed | Logs when a budget letter is printed, the person or patient on the budget plan, and the letter type. If a "Normal" budget letter is printed, the event includes the old and new due dates. |
| Budget Payment Posted | Logs when payments are posted to the budget and the number of remaining payments. |
| Budget Plan Disabled | Logs the disabled budget plan and the reason it was disabled. |
| Budget Plan Established | Logs new and re-established budget plans and their terms. |
| Budget Plan Terminated | Logs when a budget plan is terminated. |
| Budget Print Date Reset | Tracks when theResetbutton was last selected. SelectingResetenables you to reprint a batch of budget letters/statements from a specific date. |
| Budget Statement Printed | Tracks when a budget statement has been printed. |
| Charge Credit Date Updated | Tracks when the credit date is updated. Credit date is determined when a line item reaches a negative balance. The event logs the previous value, the new value, and the amount of the credit. |
| Charge Field Modified | Logs changes to the following Charge Posting fields for charges being applied to encounters and invoices.
|
| Charge Outsource Status Reset | Logs when an outstanding outsourced charge has been reset and is no longer being outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for theSignificant Eventsreport. In the patient chart, the event is logged asCharge Outsource Status Rest - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters. |
| Charge Outsourced | Logs when an outstanding charge has been outsourced to a collection agency. The event logs the patient name and the associated encounter and SIM for theSignificant Eventsreport. In the patient chart, the event is logged asCharge Outsourced - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notestab >Chart Notes>History>Encounters. |
| Chart Accessed | Tracks when a user opens a patient chart inNextGen® Enterprise PM. |
| Chart Accessed in EHR | Tracks when a user opens a patient chart inNextGen® Enterprise EHR. |
| Chart Created | Logs when a patient chart is created. The event logs the patient name, the user who created the chart, and the creation date. |
| Chart Created in EHR | Tracks when a new chart is created inNextGen® Enterprise. |
| Chart Guarantor Changed | Tracks changes to the guarantor on the patient chart >Relationship/Contact/Guarantortab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Chart. |
| Chart UD1-8 | These eight Chart UD significant events track when changes are made to the chart user-defined fields. The names of the significant events match the client-defined names entered in Chart Practice Preferences. The event tracks the previous and current values of the fields and is logged as:Chart UD# from: <none> to: <Field Name>. |
| Claim Created | Logs when a claim was created, when batch claims are printed, whether the claim was clean or dirty, the payer, and the media type. |
| Claim Deleted From Encounter | Claim suppressed due to payer master indicator |
| Claim suppressed due to payer master indicator | Tracks when a claim is suppressed due to a payer master indicator. |
| Copy of Archived Claim Printed | A practice-level significant event is recorded when archived claims are reprinted. This information is recorded only when the Actual Claim Form is selected on theClaim Printingwindow. |
| Credit Card Credit Processed | Tracks when a credit card payment is credited. Tracking information includes transaction date, active card type, last four digits of the card number, and expiration date. |
| Credit Card Sale Processed | Tracks when a credit card payment is completed. Tracking information includes transaction date, active card type, last four digits of the card number, and expiration date. |
| Credit Card Void Processed | Tracks when a credit card payment is voided. Tracking information includes transaction date, active card type, last four digits of the card number and expiration date. |
| Credit Card on File Enabled | Tracks when a credit card becomes the active card on file. Tracking information includes card type, last four digits of the card number, date the card became active, and expiration date. |
| Credit Card on File Disabled | Tracks when a credit card becomes disabled or is no longer the active card on file. Tracking information includes card type, last four digits of the card number, date the card is disabled, and expiration date. |
| Custom Dunning Message Changed | Tracks when a custom dunning message has been changed. |
| Diagnosis Resolved | Tracks when a patient diagnosis is resolved. |
| Document Deleted | Tracks when a document has been deleted. |
| Document Exported | Tracks when documents are exported. You can view the event on theICS Sig Eventreport or by right-clicking an image and selectingImage Properties. |
| Eligibility Verification Issued | Logs when an eligibility verification is submitted fromNextGen® Enterprise PM. |
| Eligibility Verification Response Received | Logs the results of an eligibility submitted using NextGen Eligibility Verification. |
| Employer Insurance Change | Logs when the insurance that is associated with a patient's employer has been changed on theEmployer Maintenancewindow. The event tracks the patient name, previous insurance, and current insurance for theSignificant Eventsreport. In the patient chart, the event is logged asEmployer Insurance Changeon theClinical History/Notestab >Chart Notes>History>Chart. |
| Encounter Accessed | Logs each time a user opens an existing patient encounter. To view the significant event record, open the patient Account Profile and then select theClinical History/Notestab >Chart Notes>History>Encounters. The event is logged asEncounter Accessed - Encounter: <Enc #>. |
| Encounter Charge Deleted | Tracks when encounter charges have been deleted. |
| Encounter Collection Agency Change | Tracks when the collection agency is changed for an encounter in “bad debt” status in theAgency Bad Debt Maintenancewindow. |
| Encounter Deleted | Logs encounters deleted from the patient chart and the associated encounter numbers. To view the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>Chart. The event is logged asEncounter Deleted - <Enc #>. |
| Encounter Field Modified | Creates encounter-level significant events when users make changes to theEncounter Maintenancewindow >Billable Date,Billable Time,Occurrence Code,State,Onset Date, andOnset Timefields and to any fields on theGeneraltab. |
| Encounter Guarantor Changed | Tracks changes to the guarantor on the patient chart >Encounterstab >Generalsubtab and records the event in the Patient Chart on theClinical History/Notestab >Chart Notes>History>Encounters. |
| Encounter Insurance Deleted | Tracks when a user deletes an insurance from an encounter on the Patient Chart >Encounterstab >Insurancesubtab. The event appears on theBalance ControlandEncounter Insurance Selectionwindows asEncounter Insurance Deleted: <insurance name> - Encounter: <encounter number>. |
| Encounter Insurance Re-Ordered | Creates a practice-level significant event to track when an encounter insurance is reordered through Balance Control when encounter insurance is added or removed on the encounter level (Patient chart >Encounterstab >Insurancesubtab >New) when an insurance is deleted on the encounter level (Patient chart >Encounterstab >Insurancesubtab >Delete) . The event appears on theBalance ControlandEncounter Insurance Selectionwindows asEncounter Insurance Re-Ordered - <encounter number>. |
| Encounter Locked | Tracks when an encounter has been locked. |
| Encounter Rate Adjustment Reversed | Tracks when encounter rate auto adjustments are reversed from an encounter. |
| Encounter Rate SIM and Amount Removed | Tracks when an Encounter Rate SIM code is removed from an encounter |
| Encounter Status Change | Records the following status changes and the processes that generates them: Billed – Claim requested, statement printed Bad Debt – Process through the menu History – All charges that have no balance In Progress to Unbilled – Process that converts an encounter status from "In Progress" to "Unbilled" Rebill – Manually processed through Balance Control The event appears on theBalance ControlandEncounter Insurance Selectionwindows asEncounter Status Change - Encounter: <encounter number> from: <previous status> to <current status>. |
| Encounter Unlocked | Tracks when an encounter has been unlocked. |
| Form Template Printed | A significant event is recorded when a form is printed from any one of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels. |
| Insurance Not Confirmed During Autoflow | Tracks when a user does the following actions during Autoflow checkout:
|
| Invoice Charge Deleted | Tracks when an invoice charge has been deleted. |
| Invoices Printed | Tracks when an invoice has been printed. |
| Label Template Printed | A significant event is recorded when a label is printed from any of the following areas of the application: Patient Chart, Encounter Lookup, Appointment List, Appointment Book, Charge Posting, Payment Entry, Worklog Manager, and Account Lookup. The significant event can be tracked and viewed at the account, chart, and encounter levels. |
| Medical Necessity Created | Tracks when Medical Necessity requests are submitted. To view the significant event record, select the patient chart and then selectClinical History/Notestab >Chart Notes>History>Encounters. Medical Necessity tracking records the date and time, creator, and a description for each Medical Necessity query. |
| Medication Renewed | Tracks when a medication has been renewed for a patient. |
| Medication Stop | Tracks when a medication has been stopped for a patient. |
| Merge Accounts | Records the account merge when a person is merged. You can view the event inNextGen® Enterprise PMinAccount Profile>Notes>History. |
| Merge Charts | Records the chart merge when a person is merged. You can view the event inNextGen® Enterprise PMinPatient Chart>Clinical History/Notes>Chart Notes>History. |
| Merge Encounters | Records all merged encounters that occur during a person merge. You can view the event inNextGen® Enterprise PMinPatient Chart>Clinical History/Notes>Chart Notes>History>Encounters. |
| New Encounter Created | Tracks when a new encounter has been created. The event logs the encounter number, patient name, the user who created the encounter, and the creation date. |
| Page Annotated | Creates a significant event when annotations to a page are saved inNextGen® Document Management. Additionally, annotations on aNextGen® Document Managementimage inNextGen® Enterpriseare tracked when a signature is added or the image is rotated. |
| Page Appended | Creates aNextGen® Document Managementrelated significant event when users add a page to a filed document. To view the significant event record, select the patient chart and then selectClinical History/Notestab >Chart Notes>History>Document Management. The significant event record also appears on theImage Propertieswindow inNextGen® Document Management. |
| Page Filed | Creates aNextGen® Document Managementrelated significant event when users file document pages inNextGen® Document Management. To view the significant event record, select the patient chart and then selectClinical History/Notestab >Chart Notes>History>Document Management. |
| Page Moved | Creates aNextGen® Document Managementrelated significant event when a user moves a page from one batch of documents to another. To view the significant event record, select the patient chart and then selectClinical History/Notestab >Chart Notes>History>Document Management. |
| Page Re-Filed | Creates aNextGen® Document Managementrelated significant event when users re-file document pages inNextGen® Document Management. To view the significant event record, select the patient chart and then selectClinical History/Notestab >Chart Notes>History>Document Management. |
| Page Viewed | Creates a significant event when users view filed pages inNextGen® Document Managementthat are indexed to a patient. |
| Patient Allergy Deleted | Creates a practice-level significant event to track when an allergy is deleted from a patient's allergy list. |
| Patient Procedure Activity On a Locked Encounter | Tracks when a user creates, updates, or deletes a charge withinNextGen® Enterprise PMor other external interface and the change automatically updates the patient procedures inNextGen® Enterprise EHRwhen the encounter is locked inNextGen® Enterprise EHR. The significant event tracks the encounter, service item number, and date of service asA patient procedure was inserted onto a locked encounter. Encounter: <number>, service item id: <number>, date of service: <mm/dd/yyyy>. |
| Patient Status Change | Logs when a user changes a patient status on thePatient Informationwindow >Statustab. The event logs the patient name and the previous and current statuses for theSignificant Eventsreport. In the patient chart, the event is logged asPatient Status Change from: <Previous Status> to: <Current Status>on theClinical History/Notestab >Chart Notes>History>Chart. |
| Privacy Notice Information Change | Tracks changes to Privacy Notice information as a Significant Event. Privacy Notice tracking records the date and time, creator, and a description for each change made to Privacy Notice information. To display the significant event record, select the Patient Chart and then selectClinical History/Notestab >Chart Notes>History>Chart. |
| Real-time Adjudication Request Submitted | Tracks when real-time adjudication requests have been submitted. |
| Recall Letters Printed | Tracks when recall letters have been printed. |
| Recall Print Date Reset | Recall Print Date Reset significant event is recorded in each patient's chart. When a batch of recall letters is printed/exported and the Updated Dates button is selected, each patient's recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, the recall plans in the batch no longer qualify for a letter. |
| Re-establish Budget Plan | Tracks when a budget plan has been re-established. |
| Referral Request Issued | Tracks when referral request responses have been issued. |
| Referral Request Response Received | Tracks when referral request responses have been received. |
| Relationship Deleted | Tracks when relationships are deleted from the patient chartRelationship/Contact/Guartab. |
| Relationship Hidden | Tracks when relationships are hidden in the patient chartRelationship/Contact/Guartab. |
| Reviewed Document Signed | Creates aNextGen® Document Managementrelated significant event. |
| Started For The First Time | Tracks when aNextGen® Document Managementprocess has been started for the first time. |
| Statement Counter Reset | Creates a practice-level significant event when the statement counter is reset to zero on theAccount ProfilePropertiestab. The event states the old and new values. |
| Statement Print Date Reset | Indicates the statement print date was reset so statements can be regenerated from a specific date. |
| Statements Printed | Tracks when statements are printed in batch or on-demand and the user answersYesto the prompt "Did the statements print correctly?" The event tracks last "next statement" date, new next statement date, demand or batch mode, and whether "Generate Statement Next Run" is on or off. |
| Task Field Modified | Creates chart-level significant events when users make changes on theAdd/Edit Taskwindow >Task Infotab and theTask Approvaltab. The event and the old and new settings are recorded on theAdd/Edit Taskwindow >Historytab. |
| Unposted Transaction Deleted | Tracks when an unposted transaction is deleted from a batch. If a credit card was used for the transaction, the significant event record includes the last four digits of the credit card and the TransFirst® transaction number. |
| Unposted Transaction Modified | Tracks when any of the following fields are modified for an unposted transaction in Payment Entry:
As it tracks who changes the transactions, this significant event can help to prevent fraud. |
| Un-Reviewed Document Signed | Creates aNextGen® Document Managementrelated significant event. |
| User Created To-Do |
The following table describes the System Level Significant Events.
| Field | Description |
|---|---|
| Crystal Report Viewed | Tracks when users view Crystal Reports inNextGen® Enterprise EHR. |
| NextGen® Enterprise EHRReport Exported | Tracks when users exportNextGen® Enterprise EHRreports. |
| Enterprise Credit Card Processing Settings Changed | Indicates credit card processing settings have been changed at the enterprise level. |
| NextGen® Document ManagementBatch Cancelled | Creates a significant event when a batch is canceled. |
| NextGen® Document ManagementBatch Created | Creates a significant event when a batch is created. |
| NextGen® Document ManagementBatch Name Changed | Creates a significant event when a batch name is changed. |
| NextGen® Document ManagementBatch Posted | Creates a significant event when a batch is posted. |
| NextGen® Document ManagementBatch Unlocked | Creates a significant event when a batch is unlocked. |
| NextGen® Document ManagementImage Recalled fromNextGen® PxP Portal, Image not viewed | Creates a significant event when images that have not been viewed are recalled fromNextGen® PxP Portal. |
| NextGen® Office Patient PortalImage Recalled fromNextGen® PxP Portal, Image viewed | Creates a significant event when images that have been viewed are recalled fromNextGen® PxP Portal. |
| NextGen® Document ManagementImage Sent toNextGen® PxP Portal, all pages viewed | Creates a significant event when images are sent toNextGen® PxP Portaland the pages of those images have been viewed. |
| NextGen® Document ManagementImage Sent toNextGen® PxP Portal, Expedited preview | Creates a significant event when images sent toNextGen® PxP Portalhave been previewed. |
| NextGen® Document ManagementPAQ Item Accepted | Tracks any time an item is accepted in the PAQ. |
| NextGen® Document ManagementPAQ Item Added | Tracks any time an item is added in the PAQ. |
| NextGen® Document ManagementPAQ Item Reassigned | Tracks any time an item is reassigned in the PAQ. |
| NextGen® Document ManagementPAQ Item Rejected | Tracks any time an item is rejected in the PAQ. |
| Data Retention and Archiving Utility (DRAU) Appointment | Tracks the details of the event when a DRAU authorized user searches forNextGen® Enterprise PMarchived appointments information. |
| Data Retention and Archiving Utility (DRAU) Significant Event Lookup | Tracks the details of the event when a DRAU authorized user searches forNextGen® Enterprise PMarchived significant events information. |
| Data Retention and Archiving Utility (DRAU) Worklog Manager Lookup | Tracks the details of the event when a DRAU authorized user searches for archivedNextGen® Enterprise PMtasks. |
| Invalid Login Attempt - Username/Password | Tracks when users enter an invalid value for theUserandPasswordfields or tries to log on with the fields blank. |
| Memorized Report Deleted | Tracks any time a memorized report is deleted. |
| Multiple Station Logon Limit Exceeded | Tracks any time theNumber of Concurrent Logonsexceeds the value allowed as per theMaximum Number of Concurrent Logonsuniversal preference. To view the setting, seeUniversalPreferences,General Optionstab. |
| Multiple Station Logon Not Allowed | Tracks when logging on to multiple stations/sessions is not allowed, but attempt is made to log on to multiple stations/sessions. |
| New User Added | Tracks when new users are created in System Administrator and records user, workstation used, date, and time. |
| Page Imported | Creates a system-level significant event when users perform a file, page, or directory import. This event does not track auto directory import. The significant event record appears on theImage Propertieswindow inNextGen® Document Management. |
| Page Scanned | Tracks when users scan a page. This significant event appears only on theSignificant Eventreport. |
| Patient Discount <Name of Discount> Created | Reserved for future use. |
| Patient Discount <Name of Discount> Deleted (WIP) | Reserved for future use. |
| Patient Discount <Name of Discount> Edited | Reserved for future use. |
| Person/Patient Lookup Criteria | Displays the patient records that users have searched for. If the event is enabled, and when you search for a person or patient, the application records the search criteria. For example, if you search for John Doe with a birthdate of 01/01/1950, the following event is recorded:(Last): Doe, (First/Preferred): John, (DOB): 01/01/1950 |
| Reports Ran By User | Creates a practice-level significant event to track the details of report generation every time a user runs a report. The Significant Event message contains the following information: User who ran the report. Date and time that the report completed. The Filter Criteria used to run the report (as printed in the report footer) displays in thePost Modcolumn. |
| Security Item Modified | Tracks security rights that are modified for user groups in System Administrator. The information is recorded as a system-level significant event in theSecurity Item Modified, Group: <group name>format, along with whether it is anOPERATIONSorMODULESright, the security right name, its previous and current settings, and the user who made the change. |
| Service Item Modified | Tracks all pricing updates made to SIMs that result from SIM Pricing Templates. The details that this significant event logs includes the SIM Library Configuration applied, who performed the update, and when it occurred. In addition to updates initiated by users, the tracking includes changes made by SIM Pricing Template Updates inNextGen® Background Business Processor. You can view significant events of this type in the Service Item library >Notes/Significant Eventstab. |
| Valid Login | Tracks each time a user logs on to anyNextGen® Enterpriseapplication. |
| Valid Logout -NextGen® Enterprise EHR | Tracks each time a user logs offNextGen® Enterprise EHR. |
| Valid Logout -NextGen® Enterprise PM | Tracks each time a user logs offNextGen® Enterprise PM. |
| Valid Logout -NextGen® Document Management | Tracks each time a user logs offNextGen® Document Management. |