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JC
Canine II

URGENT: Reports

Good Morning,

I hope this message finds you well today.

I am looking for some help on running a report on patients that have attended for emergency appts between 22/03/2019 - 22/03/2020. Could you help me running 2 reports for a) emergency appts b) non emergency (standard) appts

Kind regards,

Justyna

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4 Replies
stephen_skelton
Moderator
Moderator

Re: URGENT: Reports

Hi,

Thank you for your post.

To create a query to find patients who have had an emergency appointment between two dates:

  1. From the Patients Selector screen click New Query
  2. If the Welcome to the Query Wizard screen appears click Start
  3. Click Next
  4. Select 'that have had an appointment...' and click Next
  5. Select 'between [No Date Specified] and [No Date Specified]
  6. Click Specify Criteria
  7. To the right of Start Date click Ask
  8. On the Date Format window click OK
  9. To the right of End Date click Ask
  10. On the Date Format window click OK
  11. Click OK to return to the Select Criteria window
  12. Click for [Treatment Type]
  13. Click Specify Criteria
  14. Using the drop-down list select the Emergency appointment in the Value field.
  15. Click OK to return to the Specify Criteria window
  16. Click Finished
  17. Click Save As New and assign a name for the new query

Note:  If you have multiple emergency appointments then you will need to create this query for each appointment type that you use.

To create a query to find patients who have had a non-emergency appointment between two dates:

  1. From the Patients Selector screen click New Query
  2. If the Welcome to the Query Wizard screen appears click Start
  3. Click Next
  4. Select 'that have had an appointment...' and click Next
  5. Select 'between [No Date Specified] and [No Date Specified]
  6. Click Specify Criteria
  7. To the right of Start Date click Ask
  8. On the Date Format window click OK
  9. To the right of End Date click Ask
  10. On the Date Format window click OK
  11. Click OK to return to the Select Criteria window
  12. Click for [Treatment Type]
  13. Click Specify Criteria
  14. Using the drop-down list change the Operator type to 'is not equal to'
  15. Using the drop-down list select the Emergency appointment in the Value field.
  16. Click OK to return to the Specify Criteria window
  17. Click Finished
  18. Click Save As New and assign a name for the new query

Note: You can only select one appointment type in the in this query so if you use multiple emergency appointments then this query will not exclude all of them.

Regards

Stephen

 

 

 

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: URGENT: Reports

Good morning, please see below how to create 2 queries to find the information you require.

Kind regards

Alison

 

Create a query to find the Total number of completed appointments between 2 dates:

  1. Open Query Wizard and then click ‘New Query’ and click ‘Start’ then ‘Next’.
  2. Click ‘Specify Attributes’.
  3. Scroll down the Fields until you reach ‘Last Completed Appt Date’ and add it twice to the Criteria window.
  4. For the first line, click in the Operator Column and select ‘is later than or equal to’ then click in the Value Column and type in the beginning date for your search.
  5. For the second line, click in the Operator Column and select ‘is earlier than or equal to’ then click in the Value Column and type in the end date for your search.
  6. Click ‘OK’ then click ‘Finished’ and save the query.

 

Create a query to find the Total number of completed emergency appointments between 2 dates:

  1. Open Query Wizard and then click ‘New Query’ and click ‘Start’ then ‘Next’.
  2. Click ‘Specify Attributes’.
  3. Scroll down the Fields until you reach ‘Last Completed Appt Date’ and add it twice to the Criteria window.
  4. For the first line, click in the Operator Column and select ‘is later than or equal to’ then click in the Value Column and type in the beginning date for your search.
  5. For the second line, click in the Operator Column and select ‘is earlier than or equal to’ then click in the Value Column and type in the end date for your search.
  6. Click ’OK’
  7. Place a tick against the option ‘that have had an appointment’ and click ‘Next’
  8. Place a tick against ‘after’, click ‘Specify Criteria’, in the Value Column type in the beginning date for your search, click ‘OK’.
  9. Place a tick against ‘before’, click ‘Specify Criteria’, in the Value Column type in the end date for your search, click ‘OK’.
  10. Place a tick against ‘for’, click ‘Specify Criteria’, in the Value Column type in the Emergency appointment, click ‘OK’.
  11. Click ‘Finished’ and save the query.
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JC
Canine II

Re: URGENT: Reports

Hi there,

Thanks for the messages. And could you tell me how to run a report with a specific treatment code (for emergencies) as the report does not seem to be accurate if it's run with the appt type.

Thanks

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: URGENT: Reports

Good Morning

To change the query to how completed treatment items please see below.

Kind regards

Alison

Create a query to find the Total number of completed emergency treatments between 2 dates:

  1. Open Query Wizard and then click ‘New Query’ and click ‘Start’ then ‘Next’.
  2. Click ‘Specify Attributes’.
  3. Scroll down the Fields until you reach ‘Last Completed Appt Date’ and add it twice to the Criteria window.
  4. For the first line, click in the Operator Column and select ‘is later than or equal to’ then click in the Value Column and type in the beginning date for your search.
  5. For the second line, click in the Operator Column and select ‘is earlier than or equal to’ then click in the Value Column and type in the end date for your search.
  6. Click ’OK’
  7. Place a tick against the option ‘who have had a’ and click ‘Specify Criteria’
  8. In the Value Column type the code no for the treatment you are searching for.
  9. Click ‘OK’, then ’Next’.
  10. Place a tick against ‘after’, click ‘Specify Criteria’, in the Value Column type in the beginning date for your search.
  11. Place a tick against ‘before’, click ‘Specify Criteria’, in the Value Column type in the end date for your search.
  12. Click ‘Finished’ and save the query.