Building a query in client list manager

Generate criteria to find a select group of patients using the query builder within client list manager.

1. Open the client list manager (Reports > statistics > client list manager). 
   
2. Click ‘queries’ to open the query builder.
   

1. Select an existing saved query on the left to edit or create a new query.
   
2. To create a new query, click ‘new query’.
   
3. Enter a name for the query in the description field.
   
4. Select the applicable tab to select the criteria required.
   
5. Mark the check boxes, select from the dropdowns, or type in text fields.
   
6. Use criteria on as many tabs as required.
   
7. Click ‘save query’ to save the criteria to use again in the future.
   
8. Click ‘run query’ to display the number of patients who meet the selected criteria.
   

*Note, each tab will be additional criterion the patients will need to match. To create criteria that is more complex with options of A or B use the CDS queries.

 

Running the report will give the number of patients who meet the criteria, to see the list of patient names, click ‘use query for a list’. This will transfer all the patients into the temporary list on the client list manager window.

A few options are available here:

1. Add to list - select an existing list to add these patients to.
   
2. Create new list - click create new list to generate a new list.
   
3. ​Remove from list - select a list from the top left, then click ‘remove from list’ to pull all the patients from the temporary list out of the current list.
   

• Related Articles

• Building CDS queries

  Building CDS queries can be a daunting task, call technical support to assist in building or editing any query if you are not comfortable. The first thing to do is determine the criteria of patients to look for and identify how the criteria is noted ...

• Client list manager introduction

  Client list manager is a module that will allow you to save lists of patients with Healthquest. You can build the lists manually or you can build queries to identify specific patients within your clinic. Benefits to client lists: Allows bulk ...

• Creating a new list

  Open the client list manager window through the report’s menu > statistics > select client list manager. Click ‘create new list’. Enter a name for the list in the title field. Click save. This is the title of the list that has been created, the next ...

• CDS Query Report

  Running a CDS query will produce a full list of patients who meet the criteria of the query. From the report there are several actions available. Export: Click to pull the list outside of the EMR into a CSV file, Excel file, or HTML file. Send: Email ...

• Combining lists

  Combine current lists together to create a new list and remove any duplicate patient entries while keeping the individual lists saved as they are as well. Example: List one is patients due for lipid screening, list two is patients due for diabetes ...