Patient Query by Form

Patient Query by Form

Patient Query by Form

The Patient Query by Form Report can be used to gather Patient data by Diagnosis, CPT®, and Insurance by Facility and Provider. Navigate to Reports on the left side menu, then select Patient Query By Form.

Fill in the following fields to view the desired information on the Patient Query:

  • Primary Diagnosis: Use a range of Diagnosis Codes or an individual Diagnosis for the Primary Diagnosis only.
  • Any Diagnosis: Report on Diagnosis Codes in any position on the Claim.
  • CPT: Report on a specific CPT Code or a range of CPT Codes.
  • Date Span: Select a preset Date range or enter your own using DOS From and To.
  • Age From and To: Select an aging range
  • Insurance: Specify an Insurance or multiple Insurances.
  • Default Profile Only: Use only the Default Insurance Profile even though there might be other Active Insurances.
  • Active Profiles Only: Use to view all Active Profiles and exclude irrelevant data. Consistent monitoring of Insurance Profiles prevents data clutter.
  • Facility: Report by Facility or multiple Facilities
  • Rendering Provider: Report by a Rendering Provider or multiple Providers
  • Sort By: Select how to sort the report.
  • Include Following Fields:
  • Select the checkboxes for the columns that you want on the Report Output.

Example: 

  • You want to know how many Patients have the Primary Diagnosis of Type 2 Diabetes, their age, and sex.
  • DOS From 01/01/22 to 07/31/22
  • Insurance: Medicaid
  • Default Profile Only
  • Include Fields: Patient ID, Encounter ID, Sex, Primary Diagnosis, Age
  • Select Run [F2]

Report Filters

Report Output

® CPT copyright 2019 American Medical Association. All rights reserved.


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