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,File menu >Processes>Change of Address Update).
Client Defined <1-14>	Tracks changes made to the 14 client defined fields in the Modify Patient/Person Information window on the Client Defined tab. The event logs the client defined field name and its previous and current values for the Significant Events report. In the patient chart, the event is logged as <Field Name> from: <Previous Setting> to: <Current Setting>on the Clinical History/Notes tab >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 the Potential Duplicate Person window. Selects the Ignore button, and then selects OK on the confirmation message. Closes the Potential Duplicate Person window by selecting X on the upper-right corner or by another method, but then selects OK on the message to confirm the changes for the duplicate person. If the user selects Cancel on the message, the person and significant event are not created. Selects the Override button to override the security that prevents some users from creating duplicate persons. This feature is controlled by the Create Duplicate Persons operations-level security right. 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 text The duplicate person screen was bypassed by overriding the security: <Last, First Names of the overriding user>in the Pre Mod column of the Significant Events report. The Pre Mod column is blank if user selects Ignore or xbut still confirms the creation. Note: If a user selects a duplicate person from the list on the Potential Duplicate Person window, a significant event is not created.
Enterprise Batch Grouping Completed	Tracks when batch groupings are completed. When the last practice batch is posted in NextGen® 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 in NextGen® Enterprise PM in the following locations. In the Patient Chart >Clinical History/Notes tab >Chart Notes>History>Encounters. On the Modify Patient Information window >History tab.
Page Deleted	Creates a NextGen® Document Management related significant event when a page from a document is deleted. The Page Deleted significant event appears only on the Significant Events report.
Page Hidden	Creates a NextGen® Document Management related significant event when a page is hidden from a document. The Page Hidden significant events appear only on the Significant Events report.
PHI Field Modified	Tracks changes in NextGen® Enterprise PM andNextGen® Enterprise EHR to any Patient Health Information fields on the Person/Patient Information window >Demographics tab and the UDS fields on the Patient/Person Information window >UDS tab. The event is recorded as<Field name> Changed on the PM Patient Chart >Clinical History/Notes tab >Chart Notes>History>Chartand on the Significant Events report. The report also tracks the previous and current selections for the fields. Note: This significant event does not track the following: The Community Cd,Comment, and Generate System Alert fields on the Demographics tab. The Sliding Fee Schedule Verification and Family Information sections on the Patient/Person Information window >UDS tab.
Practice Batch Added	Creates a NextGen® Document Management related significant event when a practice batch is added.

The following table describes the Practice Level Siginificant Events.

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 the Notestab >Account Notes>History. The event is logged as Account 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 the Balance Control and Encounter Insurance Selection windows as Balance 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 the Reset button was last selected. Selecting Reset enables 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. Svc Dates Svc Item Quantity Unit Price Diag Rendering Referring Additional Provider User-Defined Field Place Svc Location Process Date Narr Notes Batch Note Desc 1 (This field only displays in Invoice mode.) Desc 2 (This field only displays in Invoice mode.) National Drug Code - (NDC ID code added in Charge Entry) Basis of Measure - (BOM added or modified in Charge Entry) Drug Unit Count - (DUC added or modified in Charge Entry) If the field displays in Charge Posting for: Encounter mode, the event is logged as Charge <field name> Changed - Encounter: <Enc #>on the Clinical History/Notes tab. Invoice mode, the significant event message is logged as Charge <field name> Changed - Invoice <Invoice #> on the Clinical History/Notes tab.
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 the Significant Events report. In the patient chart, the event is logged as Charge Outsource Status Rest - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notes tab >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 the Significant Events report. In the patient chart, the event is logged as Charge Outsourced - Encounter: <Enc #> Charge SIM: <SIM code> on the Clinical History/Notes tab >Chart Notes>History>Encounters.
Chart Accessed	Tracks when a user opens a patient chart in NextGen® Enterprise PM.
Chart Accessed in EHR	Tracks when a user opens a patient chart in NextGen® 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 in NextGen® Enterprise.
Chart Guarantor Changed	Tracks changes to the guarantor on the patient chart >Relationship/Contact/Guarantor tab and records the event in the Patient Chart on the Clinical 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 the ICS Sig Event report or by right-clicking an image and selecting Image Properties.
Eligibility Verification Issued	Logs when an eligibility verification is submitted from NextGen® 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 the Employer Maintenance window. The event tracks the patient name, previous insurance, and current insurance for the Significant Events report. In the patient chart, the event is logged as Employer Insurance Change on the Clinical History/Notes tab >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 the Clinical History/Notes tab >Chart Notes>History>Encounters. The event is logged as Encounter 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 the Agency Bad Debt Maintenance window.
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 select Clinical History/Notestab >Chart Notes>History>Chart. The event is logged as Encounter Deleted - <Enc #>.
Encounter Field Modified	Creates encounter-level significant events when users make changes to the Encounter Maintenance window >Billable Date,Billable Time,Occurrence Code, State, Onset Date, and Onset Time fields and to any fields on the General tab.
Encounter Guarantor Changed	Tracks changes to the guarantor on the patient chart >Encounters tab >General subtab and records the event in the Patient Chart on the Clinical History/Notes tab >Chart Notes>History>Encounters.
Encounter Insurance Deleted	Tracks when a user deletes an insurance from an encounter on the Patient Chart >Encounterstab >Insurance subtab. The event appears on the Balance Control and Encounter Insurance Selection windows as Encounter 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 >Insurance subtab >New) when an insurance is deleted on the encounter level (Patient chart >Encounterstab >Insurance subtab >Delete) . The event appears on the Balance Control and Encounter Insurance Selection windows as Encounter 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 the Balance Control and Encounter Insurance Selection windows as Encounter 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: Does not select Yes to confirm insurance on the Encounter Insurance Selection window. Skips insurance confirmation by either selecting the Cancel button on the Encounter Insurance Selection window or by manually navigating to another step in the Autoflow checkout process.
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 select Clinical History/Notes tab >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 in NextGen® Enterprise PM in Account Profile>Notes>History.
Merge Charts	Records the chart merge when a person is merged. You can view the event in NextGen® Enterprise PM in Patient Chart>Clinical History/Notes>Chart Notes>History.
Merge Encounters	Records all merged encounters that occur during a person merge. You can view the event in NextGen® Enterprise PM in Patient 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 in NextGen® Document Management. Additionally, annotations on a NextGen® Document Management image in NextGen® Enterprise are tracked when a signature is added or the image is rotated.
Page Appended	Creates a NextGen® Document Management related significant event when users add a page to a filed document. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management. The significant event record also appears on theImage Propertieswindow in NextGen® Document Management.
Page Filed	Creates a NextGen® Document Management related significant event when users file document pages in NextGen® Document Management. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Moved	Creates aNextGen® Document Management related 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 select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Re-Filed	Creates a NextGen® Document Management related significant event when users re-file document pages in NextGen® Document Management. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Viewed	Creates a significant event when users view filed pages in NextGen® Document Management that 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 within NextGen® Enterprise PM or other external interface and the change automatically updates the patient procedures in NextGen® Enterprise EHR when the encounter is locked in NextGen® Enterprise EHR. The significant event tracks the encounter, service item number, and date of service as A 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 the Patient Informationwindow >Status tab. The event logs the patient name and the previous and current statuses for the Significant Events report. In the patient chart, the event is logged as Patient Status Change from: <Previous Status> to: <Current Status>on theClinical History/Notes tab >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 select Clinical History/Notes tab >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 chart Relationship/Contact/Guartab.
Relationship Hidden	Tracks when relationships are hidden in the patient chart Relationship/Contact/Guar tab.
Reviewed Document Signed	Creates aNextGen® Document Management related significant event.
Started For The First Time	Tracks when a NextGen® Document Management process 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 the Account ProfileProperties tab. 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 answers Yes to 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 the Add/Edit Taskwindow >Task Info tab and the Task Approval tab. The event and the old and new settings are recorded on the Add/Edit Task window >History tab.
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: Tracking description Adj Amt Pay Amt Pay Code Adj Code Clm Reasons Ln Item Rsns Deduct The event is logged as Unposted Transaction Modified Batch Date: <mm/dd/yyyy> Batch Nbr: <xxxx> Batch Item Nbr: <xxxx>on theClinical History/Notes tab of the patient chart. As it tracks who changes the transactions, this significant event can help to prevent fraud.
Un-Reviewed Document Signed	Creates a NextGen® Document Management related 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 in NextGen® Enterprise EHR.
NextGen® Enterprise EHR Report Exported	Tracks when users export NextGen® Enterprise EHR reports.
Enterprise Credit Card Processing Settings Changed	Indicates credit card processing settings have been changed at the enterprise level.
NextGen® Document Management Batch Cancelled	Creates a significant event when a batch is canceled.
NextGen® Document Management Batch Created	Creates a significant event when a batch is created.
NextGen® Document Management Batch Name Changed	Creates a significant event when a batch name is changed.
NextGen® Document Management Batch Posted	Creates a significant event when a batch is posted.
NextGen® Document Management Batch Unlocked	Creates a significant event when a batch is unlocked.
NextGen® Document Management Image Recalled from NextGen® PxP Portal, Image not viewed	Creates a significant event when images that have not been viewed are recalled from NextGen® PxP Portal.
NextGen® Office Patient Portal Image Recalled from NextGen® PxP Portal, Image viewed	Creates a significant event when images that have been viewed are recalled fromNextGen® PxP Portal.
NextGen® Document Management Image Sent to NextGen® PxP Portal, all pages viewed	Creates a significant event when images are sent to NextGen® PxP Portal and the pages of those images have been viewed.
NextGen® Document Management Image Sent to NextGen® PxP Portal, Expedited preview	Creates a significant event when images sent to NextGen® PxP Portal have been previewed.
NextGen® Document Management PAQ Item Accepted	Tracks any time an item is accepted in the PAQ.
NextGen® Document Management PAQ Item Added	Tracks any time an item is added in the PAQ.
NextGen® Document Management PAQ Item Reassigned	Tracks any time an item is reassigned in the PAQ.
NextGen® Document Management PAQ 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 for NextGen® Enterprise PM archived appointments information.
Data Retention and Archiving Utility (DRAU) Significant Event Lookup	Tracks the details of the event when a DRAU authorized user searches for NextGen® Enterprise PM archived 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 archived NextGen® Enterprise PM tasks.
Invalid Login Attempt - Username/Password	Tracks when users enter an invalid value for the User and Password fields 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 the Number of Concurrent Logons exceeds the value allowed as per the Maximum Number of Concurrent Logons universal preference. To view the setting, see UniversalPreferences, General Options tab.
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 the Image Propertieswindow in NextGen® Document Management.
Page Scanned	Tracks when users scan a page. This significant event appears only on the Significant Event report.
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 the Post Mod column. Note: Nothing appears in the Pre Mod column.
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 the Security Item Modified, Group: <group name>format, along with whether it is an OPERATIONSor MODULES right, 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 in NextGen® Background Business Processor. You can view significant events of this type in the Service Item library >Notes/Significant Events tab.
Valid Login	Tracks each time a user logs on to any NextGen® Enterprise application.
Valid Logout - NextGen® Enterprise EHR	Tracks each time a user logs off NextGen® Enterprise EHR.
Valid Logout - NextGen® Enterprise PM	Tracks each time a user logs off NextGen® Enterprise PM.
Valid Logout - NextGen® Document Management	Tracks each time a user logs off NextGen® Document Management.

Significant Events Reference List

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,File menu >Processes>Change of Address Update).
Client Defined <1-14>	Tracks changes made to the 14 client defined fields in the Modify Patient/Person Information window on the Client Defined tab. The event logs the client defined field name and its previous and current values for the Significant Events report. In the patient chart, the event is logged as <Field Name> from: <Previous Setting> to: <Current Setting>on the Clinical History/Notes tab >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 the Potential Duplicate Person window. Selects the Ignore button, and then selects OK on the confirmation message. Closes the Potential Duplicate Person window by selecting X on the upper-right corner or by another method, but then selects OK on the message to confirm the changes for the duplicate person. If the user selects Cancel on the message, the person and significant event are not created. Selects the Override button to override the security that prevents some users from creating duplicate persons. This feature is controlled by the Create Duplicate Persons operations-level security right. 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 text The duplicate person screen was bypassed by overriding the security: <Last, First Names of the overriding user>in the Pre Mod column of the Significant Events report. The Pre Mod column is blank if user selects Ignore or xbut still confirms the creation. Note: If a user selects a duplicate person from the list on the Potential Duplicate Person window, a significant event is not created.
Enterprise Batch Grouping Completed	Tracks when batch groupings are completed. When the last practice batch is posted in NextGen® 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 in NextGen® Enterprise PM in the following locations. In the Patient Chart >Clinical History/Notes tab >Chart Notes>History>Encounters. On the Modify Patient Information window >History tab.
Page Deleted	Creates a NextGen® Document Management related significant event when a page from a document is deleted. The Page Deleted significant event appears only on the Significant Events report.
Page Hidden	Creates a NextGen® Document Management related significant event when a page is hidden from a document. The Page Hidden significant events appear only on the Significant Events report.
PHI Field Modified	Tracks changes in NextGen® Enterprise PM andNextGen® Enterprise EHR to any Patient Health Information fields on the Person/Patient Information window >Demographics tab and the UDS fields on the Patient/Person Information window >UDS tab. The event is recorded as<Field name> Changed on the PM Patient Chart >Clinical History/Notes tab >Chart Notes>History>Chartand on the Significant Events report. The report also tracks the previous and current selections for the fields. Note: This significant event does not track the following: The Community Cd,Comment, and Generate System Alert fields on the Demographics tab. The Sliding Fee Schedule Verification and Family Information sections on the Patient/Person Information window >UDS tab.
Practice Batch Added	Creates a NextGen® Document Management related significant event when a practice batch is added.

The following table describes the Practice Level Siginificant Events.

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 the Notestab >Account Notes>History. The event is logged as Account 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 the Balance Control and Encounter Insurance Selection windows as Balance 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 the Reset button was last selected. Selecting Reset enables 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. Svc Dates Svc Item Quantity Unit Price Diag Rendering Referring Additional Provider User-Defined Field Place Svc Location Process Date Narr Notes Batch Note Desc 1 (This field only displays in Invoice mode.) Desc 2 (This field only displays in Invoice mode.) National Drug Code - (NDC ID code added in Charge Entry) Basis of Measure - (BOM added or modified in Charge Entry) Drug Unit Count - (DUC added or modified in Charge Entry) If the field displays in Charge Posting for: Encounter mode, the event is logged as Charge <field name> Changed - Encounter: <Enc #>on the Clinical History/Notes tab. Invoice mode, the significant event message is logged as Charge <field name> Changed - Invoice <Invoice #> on the Clinical History/Notes tab.
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 the Significant Events report. In the patient chart, the event is logged as Charge Outsource Status Rest - Encounter: <Enc #> Charge SIM: <SIM code>on theClinical History/Notes tab >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 the Significant Events report. In the patient chart, the event is logged as Charge Outsourced - Encounter: <Enc #> Charge SIM: <SIM code> on the Clinical History/Notes tab >Chart Notes>History>Encounters.
Chart Accessed	Tracks when a user opens a patient chart in NextGen® Enterprise PM.
Chart Accessed in EHR	Tracks when a user opens a patient chart in NextGen® 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 in NextGen® Enterprise.
Chart Guarantor Changed	Tracks changes to the guarantor on the patient chart >Relationship/Contact/Guarantor tab and records the event in the Patient Chart on the Clinical 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 the ICS Sig Event report or by right-clicking an image and selecting Image Properties.
Eligibility Verification Issued	Logs when an eligibility verification is submitted from NextGen® 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 the Employer Maintenance window. The event tracks the patient name, previous insurance, and current insurance for the Significant Events report. In the patient chart, the event is logged as Employer Insurance Change on the Clinical History/Notes tab >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 the Clinical History/Notes tab >Chart Notes>History>Encounters. The event is logged as Encounter 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 the Agency Bad Debt Maintenance window.
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 select Clinical History/Notestab >Chart Notes>History>Chart. The event is logged as Encounter Deleted - <Enc #>.
Encounter Field Modified	Creates encounter-level significant events when users make changes to the Encounter Maintenance window >Billable Date,Billable Time,Occurrence Code, State, Onset Date, and Onset Time fields and to any fields on the General tab.
Encounter Guarantor Changed	Tracks changes to the guarantor on the patient chart >Encounters tab >General subtab and records the event in the Patient Chart on the Clinical History/Notes tab >Chart Notes>History>Encounters.
Encounter Insurance Deleted	Tracks when a user deletes an insurance from an encounter on the Patient Chart >Encounterstab >Insurance subtab. The event appears on the Balance Control and Encounter Insurance Selection windows as Encounter 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 >Insurance subtab >New) when an insurance is deleted on the encounter level (Patient chart >Encounterstab >Insurance subtab >Delete) . The event appears on the Balance Control and Encounter Insurance Selection windows as Encounter 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 the Balance Control and Encounter Insurance Selection windows as Encounter 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: Does not select Yes to confirm insurance on the Encounter Insurance Selection window. Skips insurance confirmation by either selecting the Cancel button on the Encounter Insurance Selection window or by manually navigating to another step in the Autoflow checkout process.
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 select Clinical History/Notes tab >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 in NextGen® Enterprise PM in Account Profile>Notes>History.
Merge Charts	Records the chart merge when a person is merged. You can view the event in NextGen® Enterprise PM in Patient Chart>Clinical History/Notes>Chart Notes>History.
Merge Encounters	Records all merged encounters that occur during a person merge. You can view the event in NextGen® Enterprise PM in Patient 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 in NextGen® Document Management. Additionally, annotations on a NextGen® Document Management image in NextGen® Enterprise are tracked when a signature is added or the image is rotated.
Page Appended	Creates a NextGen® Document Management related significant event when users add a page to a filed document. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management. The significant event record also appears on theImage Propertieswindow in NextGen® Document Management.
Page Filed	Creates a NextGen® Document Management related significant event when users file document pages in NextGen® Document Management. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Moved	Creates aNextGen® Document Management related 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 select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Re-Filed	Creates a NextGen® Document Management related significant event when users re-file document pages in NextGen® Document Management. To view the significant event record, select the patient chart and then select Clinical History/Notes tab >Chart Notes>History>Document Management.
Page Viewed	Creates a significant event when users view filed pages in NextGen® Document Management that 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 within NextGen® Enterprise PM or other external interface and the change automatically updates the patient procedures in NextGen® Enterprise EHR when the encounter is locked in NextGen® Enterprise EHR. The significant event tracks the encounter, service item number, and date of service as A 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 the Patient Informationwindow >Status tab. The event logs the patient name and the previous and current statuses for the Significant Events report. In the patient chart, the event is logged as Patient Status Change from: <Previous Status> to: <Current Status>on theClinical History/Notes tab >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 select Clinical History/Notes tab >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 chart Relationship/Contact/Guartab.
Relationship Hidden	Tracks when relationships are hidden in the patient chart Relationship/Contact/Guar tab.
Reviewed Document Signed	Creates aNextGen® Document Management related significant event.
Started For The First Time	Tracks when a NextGen® Document Management process 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 the Account ProfileProperties tab. 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 answers Yes to 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 the Add/Edit Taskwindow >Task Info tab and the Task Approval tab. The event and the old and new settings are recorded on the Add/Edit Task window >History tab.
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: Tracking description Adj Amt Pay Amt Pay Code Adj Code Clm Reasons Ln Item Rsns Deduct The event is logged as Unposted Transaction Modified Batch Date: <mm/dd/yyyy> Batch Nbr: <xxxx> Batch Item Nbr: <xxxx>on theClinical History/Notes tab of the patient chart. As it tracks who changes the transactions, this significant event can help to prevent fraud.
Un-Reviewed Document Signed	Creates a NextGen® Document Management related 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 in NextGen® Enterprise EHR.
NextGen® Enterprise EHR Report Exported	Tracks when users export NextGen® Enterprise EHR reports.
Enterprise Credit Card Processing Settings Changed	Indicates credit card processing settings have been changed at the enterprise level.
NextGen® Document Management Batch Cancelled	Creates a significant event when a batch is canceled.
NextGen® Document Management Batch Created	Creates a significant event when a batch is created.
NextGen® Document Management Batch Name Changed	Creates a significant event when a batch name is changed.
NextGen® Document Management Batch Posted	Creates a significant event when a batch is posted.
NextGen® Document Management Batch Unlocked	Creates a significant event when a batch is unlocked.
NextGen® Document Management Image Recalled from NextGen® PxP Portal, Image not viewed	Creates a significant event when images that have not been viewed are recalled from NextGen® PxP Portal.
NextGen® Office Patient Portal Image Recalled from NextGen® PxP Portal, Image viewed	Creates a significant event when images that have been viewed are recalled fromNextGen® PxP Portal.
NextGen® Document Management Image Sent to NextGen® PxP Portal, all pages viewed	Creates a significant event when images are sent to NextGen® PxP Portal and the pages of those images have been viewed.
NextGen® Document Management Image Sent to NextGen® PxP Portal, Expedited preview	Creates a significant event when images sent to NextGen® PxP Portal have been previewed.
NextGen® Document Management PAQ Item Accepted	Tracks any time an item is accepted in the PAQ.
NextGen® Document Management PAQ Item Added	Tracks any time an item is added in the PAQ.
NextGen® Document Management PAQ Item Reassigned	Tracks any time an item is reassigned in the PAQ.
NextGen® Document Management PAQ 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 for NextGen® Enterprise PM archived appointments information.
Data Retention and Archiving Utility (DRAU) Significant Event Lookup	Tracks the details of the event when a DRAU authorized user searches for NextGen® Enterprise PM archived 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 archived NextGen® Enterprise PM tasks.
Invalid Login Attempt - Username/Password	Tracks when users enter an invalid value for the User and Password fields 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 the Number of Concurrent Logons exceeds the value allowed as per the Maximum Number of Concurrent Logons universal preference. To view the setting, see UniversalPreferences, General Options tab.
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 the Image Propertieswindow in NextGen® Document Management.
Page Scanned	Tracks when users scan a page. This significant event appears only on the Significant Event report.
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 the Post Mod column. Note: Nothing appears in the Pre Mod column.
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 the Security Item Modified, Group: <group name>format, along with whether it is an OPERATIONSor MODULES right, 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 in NextGen® Background Business Processor. You can view significant events of this type in the Service Item library >Notes/Significant Events tab.
Valid Login	Tracks each time a user logs on to any NextGen® Enterprise application.
Valid Logout - NextGen® Enterprise EHR	Tracks each time a user logs off NextGen® Enterprise EHR.
Valid Logout - NextGen® Enterprise PM	Tracks each time a user logs off NextGen® Enterprise PM.
Valid Logout - NextGen® Document Management	Tracks each time a user logs off NextGen® Document Management.

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