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

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

Patient Panel

  1. Reportable Items
    1. Active status
    2. PCP, Referring Provider, Assigned Provider and Facility (if entered on the Demographic screen)
    3. Charge Amount and Count; Escrow - Patient; Collection Status; Statement, and Dunning Count
    4. Patient ID and Chart #
    5. Recall
    6. Emergency Contact
    7. Employer
    8. Facility
    9. First Appointment, Most Recent Appointment, and Next Appointment
    10. Most Recent DOS
    11. Modification Date and User
    12. Notes
    13. Reminder Preference 
    14. Submission Name

Policy Panel

  1. Accept Assignment
  2. Insurance
  3. Policy, Policy Holder, Policy Number, Group Number, Plan, Product
  4. Appointment information

Guarantor Panel

  1. Name, Address, and Phone
  2. DOB
  3. Relationship
  4. Email
  5. Gender
  6. Text Notification, Paperless, and Voice Notification

Balance Panel

  1. Collections
  2. Guarantor and Patient A/R Days
  3. Insurance and Patient Balance

Worklist Panel

Pull Patients from a Custom Worklist. For example: An Appointment Worklist could pull addresses for mailing letters or phone numbers for making calls.
  1. When selecting Worklist Type, the filter criteria should be Contains instead of Equals.
Panel Items
  1. All Appointment Lists and Open Appointment Lists
  2. All Encounter Lists and Open Encounter Lists
  3. All Patient Lists and Open Patient Lists
  4. Worklist Description
  5. Worklist Type

Learn More

  1. Report/Table Filter Criteria

  2. Custom Query Reports Overview

  3. Custom Appointment Query

  4. Custom Encounter Query (CEQ) Report

  5. Custom Transaction Query (CTQ)

  6. My Favorite Reports & My Reports Panel


    • 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 ...

    • Patient Note Panel

      Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...

    • Custom Receipt Query (CRQ)

      Custom Receipt Query (CRQ) The Custom Receipt Query is driven by entered/posted Receipts. This report will match the Receipt Management report if it is run by the same parameters. Received Date vs Posted Date Example: Date Range: Run by Received Date ...