Reports Reporting Suite

Reports Reporting Suite

This article describes the Reports Reporting Suite. Learn about formatted reports, data tables, and analysis grids, and how to use the reporting tool. You can use the Reports Reporting Suite to generate and customize reports.

 

Reporting Data

For the majority of our reports, the reporting data updated within 30 minutes behind real-time data, excluding the reports listed below. Our data refresh times for all other reports are listed below. 

Reporting Data Is Real-Time

• Appointment Daily Summary – Analysis Grid 
• Daily Office Procedures – Analysis Grid
• Daily Payment – Analysis Grid

Reporting Data Is as of the End of the Previous Day

The end of the previous day is the day before at 11:59 p.m. Pacific Time.

• Adjustment dashboard report
• AR Service Line – Analysis Grid
• Charges dashboard report
• Denials
• Goals
• Location Month End Performance – Analysis Grid
• Monthly Financial Summary – Analysis Grid
• Provider Month End Performance – Analysis Grid
• Payer Month End Performance – Analysis Grid
• Rejections
• Resident Encounter Multiple Tabs – Analysis Grid
• Resident Encounter Single Tab – Analysis Grid
• User Productivity – Analysis Grid

Reporting Data Is Generated Monthly

• AR Roll Forward by Payer
• AR Roll Forward by Provider
• Copay Deficit
• No Show and Cancellation
• Practice Month End
• Unbilled Appointments

Report Formats

• Formatted reports
• Data tables
• Analysis grids

Note About Created Date 

In reports run by created date, the created date reflects the user’s computer’s time zone. In cases where a different time zone leads to a different day (e.g., biller and practice are in different time zones), you must change the user’s computer’s time zone to generate the correct date.

Report Sources

Report Categories	Description
Charge-based Reports	Reflect the data available in the on-screen ledgers. These are point-in-time reports, resulting in different values for the same time period when generated at different points in time. Use these reports to review service line information (e.g., Procedure Code, Date of Service, Charge Amount, Adjustments, etc). Report Type: Charge and Production Data updated within 30 minutes
Payment-based Reports	Reflect the payment-level details viewable in Payments pages. Payment reports are best suited for balancing to the bank account as they include all payments posted (e.g. applied, unapplied, insurance, patient, capitation, etc). Charge-based and Transaction-based reports only reflect applied payments. These are point-in-time reports, resulting in different values for the same time period when generated at different points in time (note: if the payments from the prior time period are not edited the amounts will not change). Report Type: Payment Data updated within 30 minutes
Transaction-based Reports	Reflect all AR balance-changing events (e.g., charge activity, apply/unapply payments, write-offs, etc.). For balancing purposes, it is important to understand transaction reports only report the activity of applying and unapplying payments from a claim. The amounts do not change when comparing reports for the same time period at two different points in time when reporting by the transactions Created Date or Ledger Date if the month has been closed. Report Type: Transaction Data updated within 30 minutes
Combination Reports	There are various types of combination reports available (e.g., Monthly Financial Summary, Practice Month End, and Goals). Reports are combined from different categories to help consolidate important data. Reporting data is as of the previous day or is generated monthly.
How do I know which report category the report is?	After selecting the Report Name in the reporting tool, the description text indicates if the report is a charge, payment, transaction, or combination report. If the description does not indicate any of these, it is a combination report.

To Navigate to Reports

From the Practice Management menu bar, hover your cursor over Reports and click Reports. The reporting tool opens in a new tab. Depending on your browser configuration, you may have to accept pop-ups.

To Select a Report

1. From NextGen Reports page, select a Report Type.
2. Select a Report Name. The filters that display below depend on which report is selected.

• After you select a report name, a description of the report displays next to the report type.
• The source of the report data and/or the report’s purpose displays next to the report name.
• Note: Reports from different sources will not necessarily align (e.g., the charge amount in charge ledger reports by created date will not always match the charge amount in ledger transaction reports).

Formatted Reports

All accounts receivable (AR) summary reports (Report Type = Accounts Receivable) are formatted reports. Formatted reports are printable and not designed to be manipulated in Excel.

1. To save the report as a bookmark, click Save Bookmark
2. To export the report, click Excel or PDF.
3. To create a report, click Generate Report.

You can select a different reporting period and regenerate data. Note: The reporting period is not required on the Reports home page for AR summary reports. Therefore, if you do not select a reporting period on the home page, this option will not available on the report page. Date Type remains the same as what was selected previously.

Data Tables

Data tables are essentially read-only on-screen spreadsheets that can only be exported.

• Contain a limited number of columns so that they are printable.
• Have predetermined grouping and totaling (e.g., charge amount).

For greater control over the data generated into a report, select the analysis grid equivalent of the report (e.g., use the Transaction Details – Analysis Grid instead of the various transaction summary data tables).

1. To save the report as a bookmark, click Save Bookmark.
2. To export the report , click Excel, CSV, or PDF.
3. To create the report, click Generate Report.

You can select a different reporting period and regenerate data. Date Type remains the same as what was selected previously.

Analysis Grids

The advantage of an analysis grid over a data table is the ability to manipulate the data to customize the reports.

• Analysis grids have more columns available.
• Columns are movable.
• Includes a number of great tools to customize the data

Save Bookmark and Export Options

• Save Bookmark: Click to save the report as a bookmark.
• Export Report: Click Excel, CSV, or PDF to export everything that is on the page (for example, table and chart). Use this option if you want to include graphics.
• : Shows or hides the basic table configuration options.
• : Adds a dashboard panel derived from table content.
•  : Exports only the data table to an Excel, CSV, or PDF file. No graphics are exported.

Reporting Period

• You can select a different reporting period and regenerate data.
• Date Type remains the same as what was selected previously.
• Click Generate Report.

Table Configuration Options

There are two sets of table configuration options, enabling you to customize reports.

• Advanced configuration options:
  • Formula: Adds columns using formulas.
  • Filter: Filters the rows by the cell values.
  • Add Chart: Creates a chart based on the report’s data.
  • Add Crosstab: Creates a pivot table by pivoting columns of data into rows of data.
• Basic configuration options (click  to show):
  • Columns: Hides and shows columns.
  • Sort: Sorts the table.
  • Group: Organizes the rows by grouping columns.
  • Aggregate: Calculates multiple data rows based on specific criteria to form a single value.
  • Paging: Sets the number of rows displayed per page.

Formula

Use formulas to add columns to the report.

1. Click Formula.
2. Enter the name for the column.
3. Select from the menu to individually insert column names into the formula and then click Insert.
4. Enter mathematical symbols to complete the formula.
5. Select the Data Type.
6. Select the Data Format.
7. Click Add. The new column displays.

• To replace an existing formula with a new formula, click Replace instead of Add.
• To remove a formula, click Remove.

Note: Replacing or removing a formula also deletes the column from the report.  

The new column also displays under Columns.

Filter

1. Click Filter.
2. Select the Filter Column.
3. Select the Comparison.
4. Select the Value.
5. Click Add.

• To replace an existing filter with a new filter, click Replace instead of Add.
• To remove a filter, click Remove.
• If you have more than one filter, additional options display.
• To reorder the filters, click the up and down arrows.
• To remove parentheses from, or add parentheses to, the filter equation, click the minus or plus icons.
• To insert Add or Or to the filter equation, click the Add/Or toggle button.

Add Chart

Produce a chart based on data in the table. Create a new chart or edit the existing chart. Our example is for a pie chart.

1. Click Add Chart.
2. Click the desired chart type.
3. Select the Label Column.
4. Select the Data Column and select whether to show percentage or value.
5. Select the Data Aggregation.
6. Select the Relevance.

• : Shows or hides the chart menu panel.
• : Adds a dashboard panel derived from the chart content.
• : Removes the chart.

Add Crosstab

Like the Chart option, the reporting tool generates a crosstab based on what is displayed in the table. Create a new crosstab or edit the existing crosstab.

1. Click Add Crosstab.
2. Click the Header Values Column.
3. Select the Label Values Column.
4. Select the Aggregate Values Column.
5. Select the Aggregate Function.
6. Select the Summary Function.

• : Shows or hides the crosstab menu panel.
• : Adds a dashboard panel derived from the crosstab content.
• : Exports the crosstab into an Excel or CSV file.
• : Removes the crosstab.

Columns

Columns is the default selection.

1. Select the check box(es) for which table columns to display.
2. Click OK.

Note: We have set default columns for each analysis grid. The default columns depend on which analysis grid you generate.

Sort

1. Click Sort.
2. Select the Data Column.
3. Select the Order Direction.
4. Click Add.

• To replace an existing sort with a new sort, click Replace instead of Add.
• To remove a sort, click Remove.

Group

1. Click Group.
2. Select the Grouping Column. In this example (Date of Service), select year, quarter, month, or day; else, it will group by day.
3. Click Add.

• To replace an existing group with a new group, click Replace instead of Add.
• To remove a group, click Remove.

Aggregate

1. Click Aggregate.
2. Select the Data Column to calculate for.
3. Select the Aggregate Function (calculation to perform). Depending on which data column is selected, the aggregate function options change.
4. Select the Results Positioning (where the result will display). If you have more than one aggregate, the last position you selected will apply.
5. Click Add.

• To replace an existing aggregate with a new aggregate, click Replace instead of Add.
• To remove an aggregate, click Remove.

Paging

1. Click Paging.
2. Click Show all rows or Show paging.
3. If you choose paging, enter the number of rows per page to display.
4. Click OK.

Column Heading Configuration and Formatting Options

You have a limited number of configuration options accessible from the column heading. Formatting options are only available here.

Note: For illustrative purposes, both the Aggregate and Format select menus are displayed. They normally are  shown individually upon selection.

1. Click the column heading.
2. Select an option from the pop-up menu.

Bookmarks

• Bookmarks are shared across the practice. You only see bookmarks for reports that you have permissions to.
• Bookmarks are currently unavailable for enterprise users.
• Date span selection is important for bookmarks to be used properly. You must select the dates using the drop-down options (e.g., last month) on the Reports home page.

1. To access the bookmarks, click View Bookmarks.
2. To save your report as a bookmark, click Save Bookmark.