Create a Custom Query Report

Create a Custom Query Report


Create a Custom Query Report

Select the Columns

Choose the Columns to display on the Report Output.

  1. Select the Columns button.

  1. Enter search word(s) in the Search field; or
  2. Use the Plus symbols to open a specific category.
  3. Select the columns.
  • As you select columns, they will show in the Reorder Columns pane on the left.
  1. In the Selected Columns panel, deselect any items that are not needed as Columns.
  2. Rename the Columns Headings to appear as you want them on the report.
  3. Use the up-down arrow in the Reorder panel to drag and drop the columns to change how they will display on the report.
  4. Select Save (F2).


Select the Filters

  1. Select the Plus symbol beside "And" to add Filters.

  1. Use the Select Columns Panel to select a Filter to define the outcome of the Report; or
  • Select the checkboxes from the lists below the Select Columns Panel.
  1. Repeat Step 1 and 2 until all pertinent Filters have been selected.

Or use the checkboxes to select the Filters under the specific categories.

  1. Enter or choose the Criteria for the Filters.
  2. Select the Run button.

    

Use a Date Range

In the Filter Criteria panel:

  1. Select the Plus icon.
  2. Select Procedure - DOS from the Selected Columns Panel or from the list.
  • Repeat steps 1 and 2.



  1. For the first Date, choose Greater than or equal to.
  2. Enter the start date.
  3. For the second Date, choose Less than or equal to.
  4. Enter the end date.
  5. Select Run after you have finished choosing all of your criteria.


Run a Self-Pay Patient Report using the Query Reports 

  1. Select the Plus button before AND.
  2. Select Insurance (1) - ID.



  1. For Policy - Insurance(1) - ID, select Equals.
  2. Enter the word, Patient, in the Lookup field.
  3. Select Run after all other criteria have been chosen.



Learn More 

Custom Query Report Overview

Custom Query Report/Table Filters and Criteria  

Export to CSV  

Export to PDF  

Export to Worklist  

Create a Job to Run a Custom Query Report  

Save an Existing Filter or Save as New  

Reorder the Saved Filters 

Total-By Options



    • Related Articles

    • Custom Encounter Query (CEQ) Report

      The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...

    • Custom Queries - Admin

      Custom Queries - Admin These are custom SQL queries that are written for clients to extract specific information to meet specific needs. There may be a charge for the creation of the Custom Query and will be presented to the client before starting ...

    • Create a Job to run a Custom Query Report

      Schedule a Custom Query Report The Custom Query Reports can be set to run on a schedule. The Custom Query Reports include: Custom Encounter Query Custom Receipt Query Custom Transaction Query Custom Patient Query Custom Appointment Query Custom Query ...

    • Custom Query Report/Table Filters and Criteria

      Custom Query Report/Table Filters and Criteria Custom Query Reports can be custom-built and the selected parameters can be Saved with the option to Share with other Users. With the ability to save and share, your preferred Reports are accessible ...

    • Custom Query Reports Overview

      Custom Query Reports Overview Custom Query Reports can be custom-built to produce the output and columns you want specifically. A Default Report is System delivered for each Custom Query Report. They all operate in the same way but pull specific ...