Selecting Patients by means of Query Templates

At various points in EXACT you can select patients by means of Query Templates, which are saved queries/searches.

For example, select Patients for custom task options in the Departure List:

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To select values by scrolling for Query Templates

1. Click in the blank field to activate the selection buttons

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   You now have the option to select by scrolling up and down the list of Query templates or by creating a new Query Template.

2. To scroll for a Query template: Keep clicking the Up and Down arrows until you see the template that you require, and then click OK:

   
   To create a New Query Template by Importing .CSV file:

(CSV is a comma delimited file such as a Microsoft Excel file).

1. Click the selection button (lined icon) to open the View Query Templates window.

2. Click Import, then browse for and Open the file, to have it list in the Description box window:

    

3. Click to select it, and then click OK. You will be prompted to type a Description and Notes before selecting this template into the original field

To create a New Query template:

1. Click the selection button lined icon, and then from the View Query Templates window, click the +1 button:

    

2. Type a Description for this Query template.

   We'll use a "Birthday" example for a Birthday Reminder template.

3. Select the below icon to open a Select Condition list. Select the condition (Birthday in our example) and press OK:

    

4. In the resulting Edit patient Selection window, configure the query date range, in this example to find Patients with a birthday in the coming week.

    

5. Select OK to return to the Add Query template window.

   Note: You can further customise this selection using the controls highlighted below. See To Create a New Query for more details.

   
   
   

6. Click OK > OK to return to the Custom Options screen, and then click Finish.

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