Query Directory


Accounts and Payors in Collections
Active Patient Balances Sorted by Primary Provider
Active Patients Who Have Turned 18 During Treatment
Active Patients with No Current Insurance
Active Patients Without a Diagnosis
Active Patients with Zero Balance and No Recent Activity
Adjustments by Type and by Client for a Period
Aging Grouped By Insurance Carrier
Annual Sessions Remaining in Authorization
Appointment Counts By Month
Appointment Times Scheduled After Cancellation
Billed Charges By Payer
Billing Addresses for Mail Merge
Birthdays and Ages
Charges By Sort Code
CHIP Patients List
Completed Patients With Address For Mail Merge
Count of Patients and Services by Provider, Pt Category, Service Code
Count Of Patients By InsurancePlan
Count of Patients by Provider with and without Medicaid
Count Of Patients For An Age Range
Count of Referrals by Primary Provider and Referral Source, for Intake Date Range
Credits Without Sort Codes By Primary Provider
Diagnosis Queries
Detailed List of Charge Balances by Payor On Specified Date
Discharged Patients With Rendering Provider
Diagnosis Codes In Use
Email addresses for Active Patients
Fees and Visit Count by Payor, CPT, Service, SortCode, Month, and Year
Fees By Year And Week
Future-dated Transaction And Splits
Identifying Treatment Dropouts
Intakes for Period with Age at Intake
Intakes for Period with Primary Dx, Primary Provider, and Office Location
Labels for Payors In Collections
List Next Treatment Plan Reviews
Listing Patients With UserSort Fields
Mailing Labels by Primary Provider, Pt Category, and Age
Next Appointment And Alarm
Non-Insurance Balance By Place of Service, Date Range, and Provider
Outstanding Account Cleanup
Patient Count By Provider, Patient Category and Service Code For Period
Patient Export for Rx Service
Patient Visits By Provider
Patients by Provider and Category
Patients By Rendering Provider
Patients Seen In Period With Insurance And Provider
Count Of Patients By Provider With And Without Medicaid
Patients with any of Several Diagnoses Seen This Year
Patients with Appointments Today and a Significant Balance, Sorted by Provider
Patients with Identifying Data, Provider, and Visit Count for Specified SortCodes
Patients with Unapplied Payments and Outstanding Balances
Patients with Scheduler and Transaction Screen Warnings
Patients with Diagnosis in Any Position by Provider
Patients With Specified Diagnosis Intake Date And Last Date of Service
Payments By Provider For Two Periods
Payments by Service and Sort Code for Period
Projected Collections for Period by Site
Service Count By Provider, Patient Category and Service Code For Period
Services For Specified Payors For Period
Session Distribution By Provider
Staff Productivity
Total Amount In Collections
Total Credits Without Sort Codes By Primary Provider
Treatment Plan Reviews In Next Thirty Days
Working With User-Defined Field Dates


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