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:
  • Total By - Receipt - Number
  • Receipt - Is Registered Type = Yes
  • Post Date Range

Reports > Transactions panel > Custom Receipt Query


Received Date vs Posted Date

  • Example:
  • Date Range: Run by Received Date less than 10/01/22 and Post Date Greater Than or Equal To 10/01/22 and Less Than or Equal To 10/31/22 shows Deposits made in a specific time period but were posted outside of that time period.

Receipt - Is Registered Type

  • Yes: Receipts for Patient, Insurance, and Invoice Payments
  • No: Receipts for Reversals, Self-Pay Discounts, Mass Write-offs, etc.
  • Example:
  1. Select the Plus symbol next to the And dropdown.
  2. Expand the Receipt section.
  3. Select the Is Registered Type check box.
  4. Select Save [F2].
  5. Set Receipt - Is Registered Type to Equals.
  • Select Yes in the dropdown.
  1. Select Run.


Totals By Criteria

  • Select a Totals By option in the dropdown menu to determine what the Report is grouped by.


  • Example: Select Receipt - Type in the Totals By dropdown menu to report the data by the Receipt Type.
  • Receipt - Type appears as the first Column on the Report.



Use the CRQ to Query Custom Fields

The Custom Receipt Query can be used to query the Custom Fields that have been added to the following screens:

  • Add/Modify Receipt
  • Patient Registration
  • Modify Patient
  • Add/Modify Employer (Employer/Attorney Library)
  • Add/Modify Note
  • Add/Modify Service Facility (Service Facility Library)
  • Add/Modify Billing/Rendering Provider (Billing/Rendering Provider Library)


Learn More

Custom Query Reports Overview

Custom Query Report/Table Filters and Criteria

Create a Job to Run a Custom Query Report

Create a Custom Query Report

Custom Encounter Query (CEQ)

Custom Patient Query (CPQ)

Custom Transaction Query (CTQ)

Reporting FAQs


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