Critical Issues NewsFlash - Non-Transaction Summary Reports Are Missing Data 

Potential Non-Clinical Urgent

Non-Transaction Summary Reports Are Missing Data 

Release Date

February 3, 2020

Known Issue #

KI184884, KI191889

Issue

In NextGen® Office Practice Management, there are two issues in the Reports module affecting non-transaction summary reports. First, these reports are showing No Provider in the Rendering Provider and Servicing Provider columns. Second, these reports are missing data in the Patient Name column and showing No Location and No Payer for the Location Name and Payer Name columns, respectively, for some transactions. The following are the affected reports:

• Adjustment Details - Analysis Grid
• Detailed Applied Payment - Analysis Grid
• Insurance Adjustment - Analysis Grid
• Overpayment - Analysis Grid
• Payment Summary by Location and Billing Provider - Analysis Grid
• Payment Summary by Location and Rendering Provider - Analysis Grid
• Payment Summary by Location and Servicing Provider - Analysis Grid
• Summary Applied Payment by Servicing Provider and Location - Analysis Grid
• Summary Applied Payment by Servicing Provider and Payer - Analysis Grid
• Transaction Details - Analysis Grid
• Write-off - Analysis Grid

Steps to Reproduce

Note: The following procedures provide a single example for each issue and do not show all workflows to reproduce these issues.

Issue 1

1. In Reports, select Transaction for the Report Type and Transaction Details - Analysis Grid for Report Name. 
2. In the Reporting Period section, for Date Type, select the Ledger Date option.
3. For Time Period, select This Year Start.
4. Click Generate Report.
5. Filter the Rending Provider or Servicing Provider = No Provider.

Issue 2

1. In Reports, select Transaction for the Report Type and Transaction Details - Analysis Grid for Report Name. 
2. In the Reporting Period section, for Date Type, select the Ledger Date option.
3. For Time Period, select Current Month.
4. Click Generate Report.
5. Filter the Location Name = No Location, Payer Name = No Payer, or Patient Name = (leave value blank). 

Action Required

No user action is required.

Status

This issue was fixed on February 4, 2021.

Clients who are experiencing this issue can link their practice to this issue via the NextGen Healthcare Success Community homepage. Navigate to the Known Issues tab, select the known issue that is affecting your practice, and select the This Known Issue Affects me check box. A case will be created on your behalf and you will be kept updated on the status of this issue.