Using the Selection Criteria Window

The Selection Criteria window enables you to establish the criteria for a patient or account report by selecting general information you want to include, as well as transaction and category information you want to include or exclude. An Info tab lists general criteria that you can select. A Trans/Category tab lists category code and transaction criteria you can select.

After you make a selection on either tab, you further define that selection by using an operator, or selection code, and assigning a value to it.

For example, to create a report for patients of a certain age group, select Age on the Info tab and then further define that selection by specifying an age range with the operators.

The following table defines each user-selected operator and uses patient report criteria.

Operator	Meaning	Example
GT	greater than	To select all records with a chart number greater than 100, double-click Chart No on the Info tab. Type GT in the first Op field and 100 in the Value 1 field. Chart number 100 will not be included.
LT	less than	To select all records with patient IDs less than 5999, double-click Patient ID on the Info tab. Type LT in the first Op field and 5999 in the Value 1 field. Patient ID #5999 will not be included.
EQ	equal to	To select records for female patients only, double-click Sex on the Info tab. Type EQ in the Op field and F in the Value 1 field.
NE	not equal to	To select all patient records not on fee schedule 0, double-click Fee Schedule on the Info tab. Type NE in the first Op field and 0 in the Value 1 field.
LE	less than or equal to	To select all patients whose last names begin with A, double-click Last Name on the Info tab. Type LE in the Op field and Az in the Value 1 field.
GE	greater than or equal to	To select all patients between the ages of 18 and 30, double-click Age on the Info tab. Type GE and 18 in the first Op and Value 1 fields, and LE and 30 in the second Op and Value 2 fields.