Edit a User-Defined Query Filter


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 01/01/2019, it may need to be updated to 01/01/2020 the following year. 

  1. Go to Debtors and Marketing > Queries tab

  2. Type: Select the query from the list

  3. Queries menu > Modify User-Defined Query

    1. Select the filter to use to edit

      1. Change using Simple Wizard

      2. Change using Extended Wizard

    2. Set the new filter and click OK

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