Query Templates

Saved patient search queries are referred to as Query Templates.

Wherever queries are used these templates are available for re-use via the View Query Templates window and the List Query Templates screen, from where you can

• Locate and select Query Templates
• Import and Export Query Templates in the form of .CSV files
• Edit, Add and Delete Query Templates

To open the List Query Templates screen

1. Select Configure > Patient Query Templates...

   

2. The List Query Templates screen displays:

   

To import Queries

Template records may be imported into or exported from EXACT via Comma-Separated Variable (*.csv) files.

1. Open the List Query Template screen as described above.
2. Click the Import button, browse for the appropriate file and select it:

   

3. Select the Open button to import it.

   The templates in the file will be added to the list of templates available in EXACT.

To export Queries

1. Highlight the file to export in the List Query Templates window.
2. Click the Export button.
3. When prompted, select a location to save the Query and specify a filename for the Query.

   The File name defaults to QUERY.CSV but can be overwritten with another name.

4. Click the Save button.

See also: Creating a new Query