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The following table describes the subgroups in Reports Operation.
| Subgroup | Used in | Description |
|---|---|---|
| Access All Memorized Reports | NextGen® Enterprise PM | You can access any memorized report secured to another user in NextGen® Enterprise PM. When set to Yes, it overrides the Memorized Report Modification, Memorized Report Run, and Memorized Report Save rights.
|
| Accounts Receivable | NextGen® Enterprise PM | You can create and print A/R reports. |
| Aged Trial Balance | NextGen® Enterprise PM | You can create and print ATB reports. |
| Daily | NextGen® Enterprise PM | You can create and print daily reports. |
| General | NextGen® Enterprise PM | You can create and print general reports. |
| Health Center | NextGen® Enterprise PM | You can access the health center reports in NextGen® Enterprise PM > Reports menu > Health Center. |
| NextGen® Document Management | NextGen® Document Management | You can generate reports for NextGen® Document Management. |
| Memorized Report Modification | NextGen® Enterprise PM | You can modify memorized reports. |
| Memorized Report Run | NextGen® Enterprise PM | You can access the Reports icon and run and print memorized reports.
If preferred location limits have been set for a user, the Locations tab in the report filter displays all possible locations but only the data from the user’s preferred locations appears in the run report.
|
| Memorized Report Save | NextGen® Enterprise PM | You can save memorized reports. |
| Memorized System Level | NextGen® Enterprise PM | You can memorize reports that are automatically generated after a process is run (for example, Claim Production Status, Batch Listing, Bad Debt). |
| Memorized User Level | NextGen® Enterprise PM | You can memorize user-generated reports. |
| Monthly | NextGen® Enterprise PM | You can create and print monthly reports. |
| My List Creation | NextGen® Enterprise PM | You can access the My List Creation reports.
|
| Report Server Settings | NextGen® Enterprise PM | You can do the following: In Reports Practice Preferences, you can select the report types that can be run. When this security right is set to No, the Report Server list is disabled in Reports Practice Preferences. You can set the Generate from Report Serverpreference in Reports Practice Preferences so that the practice uses the report server as the data source for large production reports. |
| Scheduling | NextGen® Enterprise PM | You can create and print Scheduling reports. |
| Significant Events | NextGen® Enterprise PM | Displays the Sexual Orientation and Gender Identity (SOGI) data on specific reports including the Significant Events report. |
| Snapshots | NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Enterprise | You can take snapshots of reports using an icon on the report toolbar. |
| Snapshots Delete | NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Enterprise | You can delete snapshots of reports. |
| System Evaluation | NextGen® Enterprise PM | You can create and print system reports. |
| Transactions | NextGen® Enterprise PM | You can create and print transaction reports. |