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
- Detailed Adjustments must be chosen on the Payments & Adjustments Report.
- 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
- Creating a Reference Batch
- 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)