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7 - Batch Printing & Criteria Filtering

Appointments Scheduler
E-Z Template Builder
> Features
> Sample Screens
Information Request

Use the following steps to make the Criteria for the patients with Asthma:

  1. Click on the Field which you would like to make filter on. In our case this is DIAG1.
     
  2. Put Diagnosis code “12.” (Asthma) next to the button with “=” sign on it and click it.

    Remark: please try to use the ASPC format for the fields values you enter there.

  1. It will give you the criteria in the criteria text box. Remark: the numeric and text Conditions should appear in single quote marks (‘ 12.’) and the Date Conditions should appear in #-quotes (#01/12/2000#).

  1. Then you can use “AND” or “OR” buttons if you want to extend the Criteria and include there any other field. Use steps 1 and 2 to add the field and condition.
     

  2. It is also a good practice to Test out the Criteria whether it works properly and there is no errors in it.
    Click on “Test” button for that purpose. You will get the following Message from the system if there were records extracted:

  1. Click on “OK” and you’ll get the list of extracted accounts:

Now you have possibility to look at the accounts. If you want to print letters just click on “Select All” button. This will highlight everything. In case if you would like to print for the certain accounts you can mark those ones by putting the checkmarks next to the accounts.

Now you are ready to print the letters. Push please the “Print” button on the form. Done.

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