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 determine the specific parameters to obtain the desired query results. For example: A specific Encounter Date Range for a specific Provider.
Add Columns to the Report by clicking the Columns button.
Use the Search Field to find a specific item, or expand the sections using the Plus symbol.
Use the check boxes to choose the items to use as Columns on the report.
In the Selected Columns panel, deselect any items that are not needed as Columns.
As you select columns, they will show in the Reorder Columns pane. Click and drag the columns to reorder how they will show on the report (the top column will be the furthest left column in the report).
Select Save (F2).
Select the Run button.
Date Range
Example: Date of Service: Use Less than or equal to and Greater than or equal to
Total-By
Count Column
This uses the same logic used in other reports to report the number of Encounters that have taken place during the reporting period (Service Facility Visits).
Each Visit/Encounter = 1
'Reversed' Encounter = 1 Created as a clone to replace the Encounter in the original period.
'Reversal' Encounter = -1 This is the Offset (negative values) mirror image of the Encounter that was Reversed
Encounter that has no charge lines = 0
Encounter that was created by 'rolling up' other encounters = 0
The Reversal = -1 and the New Encounter = 1, so they net to 0 new Encounters.
Where to Find Most Recently Used
Policy Panel
Claim Status
Insurances (1-4)
Policy Numbers
Encounter Panel
UB/Institutional Claims: Is Institutional
Count (Encounter): Count
First Billed - Date
Is Incomplete
Is Reversed
Is Self Pay
Most Recent Statement
Tags
Procedure Panel
Procedure Code (CPT®): CPT - ID
Diagnosis Codes (ICD-10): Diagnosis 1, etc.
DOS
Fee
NDC: NDC - Number
Transaction Panel
Adjustments
Allowed
Charges
Copay
Insurance Payments
Patient Payments
Write-Offs
Balance Panel
Collection
Insurance
Insurance by aging categories
Patient
Patient by aging categories
Total
Build a Self-Pay Patient Report using the CEQ
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 the Run button after all other criteria have been chosen.
Learn More
Related Articles
Custom Patient Query (CPQ)
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 ...Self Pay Profile
Self-Pay Profile The Guarantor is the Responsible Party for all balances that are in the status of Patient Responsibility. The System defaults to Self Pay when there is no Insurance Profile. The Self-Pay Profile is System delivered, which makes it ...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 ...Encounter By Status List
The Encounters by Status List can be run multiple ways. It can be used to change the Status of multiple Encounters in one step and to send Encounters to a Worklist. Claims > Claims Management Dashboard. Select the Encounters by Status Link. Use the ...Move Existing Encounters to a New Insurance/Self-Pay Profile
When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...