Custom Transaction Query (CTQ)

Custom Transaction Query (CTQ)

The Transaction Query Report is driven by the Posted Transactions. This Report will match the Payments & Adjustments Report if they are run by the same parameters.


Transaction Query Report Criteria

Reports > Custom Transaction Query (CTQ)

  • Totals By: Choose how you want the Report Totaled By. Posted Transactions - Line is the Default.


Match to the Payments and Adjustments Report using Totals By: Posted Transactions - Code

  • Add the Post Date range:
  • Posted Transactions - Post Date Greater Than or Equal To (Date).
  • Posted Transactions - Post Date Less Than or Equal To (Date).
  • Add Procedure Billable Equals Yes.
  • Add Posted Transactions - Significant Transactions Equals Yes.
  • Totals By: Posted Transaction - Detailed Code
  • Select Run.

Examples

Custom Transaction Query


Payments and Adjustments


Use the CTQ to Query Custom Fields

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

  • Post Charge
  • Add/Modify Receipt
  • Patient Registration
  • Modify Patient
  • Add/Modify Employer (Employer/Attorney Library)
  • Add/Modify Note
  • Add/Modify Procedure Code (Procedure Code Library)
  • Add/Modify Policy (Insurance Management)
  • Add/Modify Insurance (Insurance Library)
  • Add/Modify Service Facility (Service Facility Library)
  • Add/Modify Billing/Rendering Provider (Billing/Rendering Provider Library)
  • Add/Modify Referring Provider (Referring Provider Library)

Learn More

Custom Query Reports Overview

Custom Query Report/Table Filters and Criteria

Create a Custom Query Report

Custom Encounter Query (CEQ)

Custom Patient Query (CPQ)

Custom Receipt Query (CRQ)


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