Patient List by Insurance

Patient List by Insurance

Run a Patient List by a Specific Insurance

Custom Encounter Query (CEQ)

The criteria below produces a list of all active Patients with Medicare as their Primary Insurance.

Policy - Insurance 1: EQUALS Medicare

Policy - Insurance 1 - Inactive: DOES NOT EQUAL Yes (Insurance is Active)

Patient - Active: EQUALS Yes

Totals by: Patient - ID

List of active Patients that have Medicare as Primary and Medicaid as Secondary


Policy - Insurance (1) - ID: EQUALS Medicare

Policy - Insurance (1) - Inactive: DOES NOT EQUAL Yes (Insurance is Active)

Patient - Active: EQUALS Yes

Policy - Insurance 2 - ID: EQUALS Medicaid

Policy - Insurance 2 - Inactive: DOES NOT EQUAL Yes (Insurance is Active)

Totals by: Patient - ID


Custom Patient Query (CPQ)

The criteria below produces a list of active Patients that have Medicare as their Primary Insurance and have been seen in the office in the last three years.

Policy - Insurance 1: EQUALS Medicare

Patient - Active: EQUALS Yes

Patient - Most Recent DOS: GREATER THAN OR EQUAL TO (enter date)

Totals by: Patient - ID




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