Query Tool
Defining the Patient Lists to Search

After you select a report, you must select the patient lists that will be searched.

To define the list of patients that will be searched, follow these steps:

  1. Click the <select patient list> link in the lower pane.
    The Patients dialog box appears. The tabs across the top of the dialog box (Clinic Appointments, Ward, Personal/Team, Specialty, Provider, Registry) correspond to different patient lists.
  2. Select the tab for the patient list you want to add. The Patients dialog box appears (graphic).
  3. Select a clinic, ward, personal/team, specialty, provider, or registry list from the Type Name or Select From List pane.

    Note: If you select a clinic from the Clinic Appointments tab, you must also specify a date range. To do this, click the elipse button (at the bottom of the dialog box) and select a date range. The date range you specify tells the Query Tool to search for patients who have/had appointments in the clinic within the specified date range. Based on the selections in this graphic, the Query Tool will search for patients who had appointments in the Cardiology clinic in the past month.
  4. Click the right arrow .
    The item moves to the Selected Lists pane (graphic).

    Note: You may also double-click an item to move it to the Selected Lists pane. For patient lists in the Personal/Team, Specialty, and Registry tabs, you can also click the double arrow to move all of the items in the Type Name or Select from List pane to the Selected List pane.

  5. Repeat steps 2-4 if you want to add additional patients.
  6. Click OK.
    The lists appear in the lower pane (graphic).
  7. The cardiology clinic appears on the lower pane.

    If you selected a predefined report and do not want to alter its default criteria, skip to Displaying the Report. If you selected the Create Custom Search option, you need to follow the Additional Steps for Custom Reports.

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