Reporting FAQs

Reporting FAQs

Reporting FAQs

What is the difference between Contains and Includes when Filtering?

  • Contains: Looks at any part of the value.
  • Example: A Patient has the last name Shoemaker.
  • The Last Name Contains = "Shoe" Filter will pull the Patient last name Shoemaker since "Shoe" is included in "Shoemaker".
  • Includes: Looks at the whole value.
  • Example: A Patient has the last name Shoemaker.
  • The Last Name Includes = "Shoe" Filter will not pull the Patient last name Shoemaker.
  • The Last Name Includes = "Shoemaker" Filter will pull the Patient last name Shoemaker since the entire value is included in the Filter value.

How do I Filter for multiple Procedure Codes on the same Encounter with the CEQ?

  • Method 1: Use the Filter Encounter - CPT List as many times as needed for each Procedure Code.
  • Use "Contains" instead of Equals or Includes.
  • Use "AND" to separate each line.

  • Method 2: Add the Filter Encounter - CPT List as a Column and create a comma separated list.

Why is the Patient Ledger missing the Practice Address?

The Address is stored in Statement Profiles (Admin > Statement Profiles).

  • Select the Statement Profile ID and enter the Return Address.


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