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Custom Fields Overview
Custom Fields can be added to any data entry screen to track specific data, such as how a patient heard about your practice. These fields provide the flexibility to capture unique or specialized information that is important to your specific workflow ...
Custom Transaction Query (CTQ)
The Transaction Query Report is driven by the Posted Transactions. This Report will match the Payments & Adjustments Report if they are run by the same parameters. Transaction Query Report Criteria Reports > Custom Transaction Query (CTQ) Totals By: ...
Custom Receipt Query (CRQ)
The Custom Receipt Query is driven by entered/posted Receipts. This report will match the Receipt Management report if it is run by the same parameters: Total By - Receipt - Number Receipt - Is Registered Type = Yes Post Date Range Reports > ...
Add or Modify a User
A Site Administrator is the only one authorized to create and modify Users. User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your ...
Custom Encounter Query (CEQ)
The CEQ is a Custom Query that queries Encounter Data. Access the CEQ Report by selecting Reports on the left side menu. Select Custom Encounter Query in the Transactions panel. Build a Custom Encounter Query Filter Criteria: Add your filter criteria ...