Custom Patient Query (CPQ)

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 mailing list can be created and exported to a csv file (Excel) to do a mail merge.
  • When a Conversion is done, this report is helpful when comparing the old system information with the new System. (Conversion Accuracy Report)
  • Other Info in the Demographic Panel
  • DOB
  • Date of Death
  • Email
  • Ethnicity
  • Race
  • Gender
  • Marital Status
  • Phone numbers
  • SSN

Patient Panel

  • Reportable Items
  • Active status
  • PCP, Referring Provider, Assigned Provider and Facility (if entered on the Demographic screen)
  • Charge Amount and Count; Escrow - Patient; Collection Status; Statement, and Dunning Count
  • Patient ID and Chart #
  • Recall
  • Emergency Contact
  • Employer
  • Facility
  • First Appointment, Most Recent Appointment, and Next Appointment
  • Most Recent DOS
  • Modification Date and User
  • Notes
  • Reminder Preference 
  • Submission Name

Policy Panel

  • Accept Assignment
  • Insurance
  • To report by Self Pay only, use Policy > Insurance ID > Patient.
  • Policy, Policy Holder, Policy Number, Group Number, Plan, Product
  • Appointment information

Guarantor Panel

  • Name, Address, and Phone
  • DOB
  • Relationship
  • Email
  • Gender
  • Text Notification, Paperless, and Voice Notification

Balance Panel

  • Collections
  • Guarantor and Patient A/R Days
  • Insurance and Patient Balance

Worklist Panel

Pull Patients from a Custom Worklist. 

  • Example: An Appointment Worklist could pull addresses for mailing letters or phone numbers for making calls.
  • When selecting Worklist Type, the filter criteria should be Contains instead of Equals.

Panel Items:

  • All Appointment Lists and Open Appointment Lists
  • All Encounter Lists and Open Encounter Lists
  • All Patient Lists and Open Patient Lists
  • Worklist Description
  • Worklist Type

Report Example


Patients Who have the Same Insurance

The Custom Patient Query can be used to pull Patients who have the same Insurance.

Example: Pull all Patients who have original Medicare as their Primary Insurance.

  • Filter: Policy - Insurance (1) - ID > Equals > MCR

  • Columns: Select the Columns you want on the report.
  • In the example, these columns were selected:
  • Patient - ID
  • Patient - Name - Last
  • Policy - Insurance (1) - ID
  • Patient - Most Recent DOS

Report Output

Learn More

Custom Query Report/Table Filter Criteria

Custom Query Reports Overview

Custom Appointment Query

Custom Encounter Query (CEQ) Report

Custom Transaction Query (CTQ)







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