Custom Appointment Query (CAQ)

Custom Appointment Query (CAQ)


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.

  • Scheduling > Reports Panel > Custom Appointment Query

  • Scheduling > Calendar > Checked in/Reports Tab > CAQ

  • Reports > Scheduling panel > Custom Appointment Query


Add the Columns to Display on the CAQ

Use Columns to determine what data is displayed on the Report.

  1. 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.
  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. Use the up and down arrows to move the Columns to the desired order.
  2. Select Save [F2].    Add Columns Video


Add the Filter Criteria

Filters narrow the search to populate the report with the exact data and will eliminate unwanted data.

  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. Select Run.  Add Filters Video

Example:

  • Columns:
  • 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.


Save and Copy the Query

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


Copy the Query Without Saving

  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 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


Run a No Show Report

If you want to run a No Show Report for a specific period:

  • Add Filters:
  • 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.

Use the No Show Report in the Job Scheduler

  • Save the Report.



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



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