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aichclarke
Canine II

New Query

I would like to get a list of patients with an appointment in the next month who have been seen this year at some point, is this possible and if so, how?

 

Thanks

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2 Replies
aichclarke
Canine II

Re: New Query

and by a certain dentist? 

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liamrushton
CS Dental Employee
CS Dental Employee

Re: New Query

Good Morning

To run this query please follow the following steps:

  1. From the Main Menu, Click Patients
  2. Click Search
  3. Click Query Wizard
  4. Click New Query
  5. Click Start
  6. Click Next
  7. Click Specify Attributes
  8. On the left side, under the list of fields, Double click "Appt Date" do this twice.
  9. On the right side, change the operator to the first Appt Date, to read "is later than"
  10. on the same line, click on the value box click the ellipses button
  11. Click Number 2 on the popup box
  12. Click in the future
  13. Change month to 1 
  14. Click Ok
  15. On the right side, change the operator to the 2nd Appt Date, to read "is earlier than"
  16. on the same line, click on the value box click the ellipses button
  17. Click Number 2 on the popup box
  18. Click in the future
  19. Change month to 2
  20. Click Ok
  21. On the left side, under the list of fields, Double click "last completed appt date"
  22. Change the operator of last completed appt date to "is later than"
  23. on the same line, click on the value box click the ellipses button
  24. Click in the date box and put in the date for the last year  for example: "06/10/2020"
  25. Click Ok
  26. Click Ok
  27. Click Finished
  28. Click Save as New
  29. Give your query a name and click ok.

 

Kind Regards
Liam Rushton
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