There are five Custom Query Reports. Select the one that you want to use.
Transactions Panel
- Custom Encounter Query (CEQ)
- Custome Receipt Query (CTQ)
- Custom Transaction Query (CTQ)

Patient Panel
- Custom Patient Query (CPQ)

Scheduling Panel
- Custom Appointment Query (CAQ)

Create a New Custom Query Report
- In the Filter Criteria panel, select an existing saved report.
- Select the Minus sign to delete criteria that you do not need.

Select the Columns
Choose the Columns to display on the Report Output.
- Select the Columns button.

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

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

- 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.
- Repeat Step 1 and 2 until all pertinent Filters have been selected.

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

- Enter or choose the Criteria for the Filters.
- Select the Run button.

Save a Custom Query Report
Save an Existing Report
- Select the Save icon.

- Name and Description: Defaults to the name and Description of the report that you started with.
- Select the Save radio button.
- This will overwrite the original report.
- Select the Save [F2] button.

Save a New Report
- Select the Save icon.

- Enter a new Name and Description.
- Select Save As New.
- Select Save [F2].

Use a Date Range
In the Filter Criteria panel:
- Select the Plus icon.
- Select Procedure - DOS from the Selected Columns Panel or from the list.

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

Run a Self-Pay Patient Report using the Query Reports
- Select the Plus button before AND.
- Select Insurance (1) - ID.

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

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