Custom Appointment Query (CAQ)

Custom Appointment Query (CAQ)

Build the CAQ Report

The Custom Appointment Query (CAQ) report can be customized to query Appointment related items. Specific columns and filtering criteria can be used to build your custom report.

  • The CAQ can be accessed by:
  • Entering CAQ in the Navigation Search field.
  • Selecting Scheduling on the Left Side Menu > Custom Appointment Query in the Reports panel.
  • Selecting Scheduling on the Left Side Menu > Calendar > Checked in/Reports Tab > CAQ.
  • Selecting Reports on the Left Side Menu > Custom Appointment Query.

  

  


Add the Columns to Display on the CAQ

Determine which columns you want on your report and add them using the documentation below.

  1. From Reports on the Left Side Menu, choose Custom Appointment Query.
  • One of the other methods listed above can be used to access the CAQ.
  1. Select the Columns button to choose the columns to display on the report.

  1. 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.
  1. Using the up and down arrows, move the Columns to the order that you want them.
  2. Select Save [F2].    Add Columns Video


Add the Filter Criteria

  1. Add the Filter Criteria by using the Plus icon to the left of the And.

  1. Choose the Filter Criteria by using the Search field, the selected Columns, or from the list.

  1. Use the dropdown on each Filter to define the criteria further.

  1. Choose the criteria for your Filters.
  2. Totals By: Choose how to total the Report.
  3. Click Run.  Add Filters Video


Example:
  • Columns
  • Appointment ID
  • Patient Name
  • Address
  • Address2
  • City
  • State
  • Zip code
  • Next Appointment Date
  • Filtered by Next Appointment Date: Greater than or equal to 05/01/22.


Save and Copy

  1. Save and Copy the report by clicking the Save icon.
  2. Enter a Name for the Report.
  3. Check the Default if you want to make this report your Default.
  4. Enter a Description.
  5. Select Share to copy this report to other users or roles.
  6. Share to: Select Users or Roles from the dropdown.
  7. Use the Plus icon to expand the Users or Roles to choose who you want to see this report.
  8. Choose Save to overwrite the current report; choose Save As New to create a new report.
  9. Click Save (F2).


Copy the Query

  1. Use the Copy button to copy the report to other users
  2. Using the dropdown, choose a User.
  3. Select Save [F2].




Run an Eligibility Report using the Custom Appointment Query

Eligibility Statuses

  • Eligible
  • Not Eligible
  • N/A
  • Self Pay
  • Unknown

The output of this report mimics the values seen on the Calendar. Batch Eligibility runs Primary Insurance Eligibility only.


Suggested Filters to Save

.



    • Related Articles

    • 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 ...

    • 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 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 ...

    • 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 Patient Query (CPQ)

      The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. Demographic Filters Using the Demographic filters, a Patient mailing list can be created ...