Custom Appointment Query (CAQ)
The Custom Appointment Query (CAQ) report can be customized to query Appointment information.
- This report can be used for:
- The CAQ is exportable to CSV, PDF, and Worklist.
Build the CAQ Report
Specific columns and filtering criteria can be used to build your custom report.
- There are four ways to access the CAQ:
- Enter CAQ in the Navigation Search field.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7a566e977eb1db35dc1969d39857847a09e26f89c4ec29d1adb3410a5d89c7a419467690e8b49d7ab8821a4a73c864f4?inline=true)
- Scheduling > Reports Panel > Custom Appointment Query
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7a566e977eb1db35dc1969d39857847aee1b70045c0fb735e6d9d1aa99ac4f42c520d6aeac1bb1a1023dbf3701eff8df?inline=true)
- Scheduling > Calendar > Checked in/Reports Tab > CAQ
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn5d34bbce0ade80eaab18c51ea74560e83686eaa71dc37d90da430bf5e5820bffe26fdd71ea24a5f757f66f92ec41450c?inline=true)
- Reports > Scheduling panel > Custom Appointment Query
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn4d38b6d967d6d48206756ed5a116133050b65bff29b6ef54043ec9059698d0b45b5c5c44a6363105ab3cf99fffcc7490?inline=true)
Add the Columns to Display on the CAQ
Use Columns to determine what data is displayed on the Report.
- From Reports on the Left Side Menu, choose Custom Appointment Query.
- One of the other methods listed above can also be used to access the CAQ.
- Select the Columns button to choose the columns to display on the report.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn5d34bbce0ade80eaab18c51ea74560e88653a0e635b0c7bc214880c84a858d72a4831e4bbe976e9d4aa9664796b382a3?inline=true)
- The items that are selected will appear at the top of the Add/Modify Columns/Filters screen. You can choose to add these as Filters as well.
- Use the up and down arrows to move the Columns to the desired order.
- Select Save [F2]. Add Columns Video
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query3-5d.png)
Add the Filter Criteria
Filters narrow the search to populate the report with the exact data and will eliminate unwanted data.
- Add the Filter Criteria by using the Plus icon to the left of the And.
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query+Filers1.png)
- Choose the Filter Criteria by using the Search field, the selected Columns, or from the list.
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query+Filters2.png)
- Use the dropdown on each Filter to define the criteria further.
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query+Filters3.png)
- Choose the criteria for your Filters.
- Totals By: Choose how to total the Report.
- Select Run. Add Filters Video
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query+Filters4-6.png)
Example:
- Appointment - ID
- Patient - Name - Full - Last, First
- Patient - Address
- Patient - Address 2
- Patient - State
- Patient - Zip code
- Appointment - Next Appointment Date
- Filtered by Next Appointment Date: Greater than or equal to 05/01/22.
![](https://dxjhdfl8ofa1d.cloudfront.net/Reports/Custom+Query+Reports/Custom+Appointment+Query+Example1.png)
Save and Copy the Query
- Save and Copy the report by clicking the Save icon.
- Enter a Name for the Report.
- Check the Default box if you want to make this report your Default.
- If Default is selected, the Filter Criteria will automatically populate when the CAQ is accessed.
- Other Reports can still be saved if a Report is saved as a Default.
- Enter a Description.
- Select Share to copy this report to other users or roles.
- Share to: Select Users or Roles from the dropdown.
- Use the Plus icon to expand the Users or Roles to choose who you want to see this report.
- Choose Save to overwrite the current report; choose Save As New to create a new report.
- Click Save (F2).
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn5d34bbce0ade80eaab18c51ea74560e808b048c0998422385f0e4d76eac14ba91852eaf90dc5768116bbea02a398ee56?inline=true)
Copy the Query Without Saving
- Use the Copy button to copy the report to other users
- Using the dropdown, choose a User.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7a566e977eb1db35dc1969d39857847a8bda1c0b7968dd41e006cf720660e6d3b25b39e5cfdbd2a06000a0b9dc6e9c8c?inline=true)
Run an Eligibility Report using the Custom Appointment Query
Eligibility Statuses:
- Eligible
- Not Eligible
- N/A
- Self Pay
- Unknown
The output of this report mirrors the values seen on the Calendar.
- Batch Eligibility runs Primary Insurance Eligibility only.
There are two ways to work this Report:
- Use Ctrl + Click to open a new tab for the Patient Dashboard.
- Export the output to a Worklist.
Suggested Eligibility Report Filters
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn9930fe84b0332be3b47b2b5a03f0e5418a06a5db9e9abd5d28b1f1081a8623610ad045575dcf9242f1ac0c1a856208d1?inline=true)
Run a No Show Report
If you want to run a No Show Report for a specific period:
- Select Appointment > Date
- Select Appointment > Status - Name or Status - ID
- Select the specific Filter Criteria:
- For Appointment - Date, select Date Span from the dropdown.
- Select the specific Date Span.
- For Appointment - Status - Name or Appointment - Status - ID
- Enter No Show for Name or select N from the dropdown for ID.
- Selections depend on your Status Setup.
No Show Report Example
- It is Monday, and you want to run a No Show Report for the previous Friday. Your office is open Monday through Friday and closed on Saturday and Sunday.
- For the Date Span, select Previous Weekday.
- The System logic will use Friday as the previous weekday.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn2cdec74038e8345a67c004a7ff9bebda92c5ba10192fa6b00f6f29760051d07cce18b14f4c039894282aa00759d32606?inline=true)
Use the No Show Report in the Job Scheduler
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn6f82ef69cacea0098cc0a1deccc053a52c15210ac0c5b63574623f31020456c172676bddeff6836bed018aef4feeaf1b?inline=true)
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn4d38b6d967d6d48206756ed5a116133084c4dce7942c45b01e1000d2e8798c540e0b209b16172557687da3d2fe05c9fc?inline=true)
Learn More
Scheduling Reports
Custom Query Reports Overview
Custom Query Report/Table Filters and Criteria
Create a Job to run a Custom Query Report
Reports Dashboard
Use Reporting Groups
My Reports