Creating a new Query

Overview

Create a new query either from the List Query Templates screen as described below, or from the Select Patients field wherever it is used in EXACT:

• Patient lists
• When creating a new contact list
• Some Reports, such as the Patient Lists report.

You can create any number of queries for your practice requirements, but typical queries would be:

• Patients with a specified provider
• New patients for a dentist
• New patients for a hygienist
• Failed appointments with selected provider
• Cancelled appointments with selected provider
• Unseen patients.
• Patients with treatment planned but no future appointments booked.

To create a new Query from the Configure menu

1. Select Configure > Patient Query Templates...

   

2. The List Query Templates screen displays:

   

3. Click the +1 button to display the Add Query Template window:

   

4. Type a Description for this Query template.

   We'll use a "Birthday" example for a Birthday Reminder template.

5. Select to open a Select Condition list. Select the condition (Birthday in our example) and press OK:

   

6. In the resulting Edit patient Selection window, configure the query date range, in this example to find Patients with a birthday in the coming week.

   

   Prompt for entries checkbox:

   If this box is checked, every time this query template is used a window will open to prompt the query template user to specify data such as a date or date range.

   TIP: Check (tick) this whenever entering a date range as this will enable a user to change the dates each time the report is run.

7. Select OK to return to the Add Query Template window.

   

   AND/Or:

   You have the option of adding further patient selection conditions by means of AND / OR and , which provides for great flexibility in your query definition.

   The AND/OR options are well documented online, but as a summary:

   • Use the And option to select patients who meet ALL of the conditions listed.
   • Use the Or option to select patients with ANY of the conditions listed.
8. If you make a mistake in entering a patient selection condition you can:
   • Remove the condition by clicking the Remove button
   • Edit the condition by clicking the Edit button
9. After you have finished and exited the query template creation, open the List Query Templates screen to check that your Query has been added to the list.