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
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