Edit a User-Defined Query Filter

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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 01/01/2021, it may need to be updated to 01/01/2022 the following year. 

Note: A User defined query has a limit of 400 characters

  1. Click the navigation menu > Debtors and Marketing > Queries page

  2. Type: Select the query from the list

  3. Queries toolbar > Modify User-Defined Query

  4. Select the filter to use to edit

    1. CHANGE USING SIMPLE WIZARD
      or

    2. CHANGE USING EXTENDED WIZARD
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  5. Set the new filter and click OK

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