The filter used when creating a User-Defined Query will remain for all other batches created using the query. For example, if the filter looked at all patients who visited the practice after 01/01/2023, it may need to be updated to 01/01/2024 the following year.
Note: A User defined query has a limit of 400 characters
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Click the navigation menu > Debtors and Marketing > Queries page
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Type: Select the query from the list
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Queries toolbar > Modify User-Defined Query
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Select the filter to use to edit
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CHANGE USING SIMPLE WIZARD
or -
CHANGE USING EXTENDED WIZARD
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Set the new filter and click OK
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