Queries and filters
Queries are a powerful tool that can help you find and manage your data by capturing specific data across multiple Provider data fields. Use queries and filters to help create meaningful reports and maintain accurate records. For instance you can create a query to find all active providers in a specific department or find a list of providers who have not submitted an NPI number. By setting focus on a query, you can also quickly switch related open work items to the primary record in your query for data cleanup.
A query is made up of fields and filters that the application uses to retrieve the data you need. Query results can be exported to PDF, Excel, or sent to a symplr Provider form, such as the NPDB form. You can also use the query results to create a new document or report. Depending on your security rights, you can access a query in run or edit (design) mode.
Only a single instance of the same query can be opened at a time.
A filter limits the results generated from a query. Add filters to a query to help you find only the data you want to see, such as providers with a specific specialty or records where no value has been input in a specific field.
Queries and filters are dynamic, and do not store data. This means the results will always reflect the current state of the data in your query fields.
The query form is divided into the following tabbed pages.
- Setup - allow you to edit your query fields when in edit mode.
- Filters - allow you to edit and run filters on the active query.
- Results - allow you export your query to PDF or Excel, or send it to a symplr Provider form. Additional mail merge formatting is also available.
- Linked Items - allows you to add Dashboard widgets and view linked items.
You can run queries from Global Search, the Home hub, the toolbar, and related queries.
