Capable 21C has the capacity to produce very specific lists of patients. This knowledgebase article discusses how to get a list of patients who have been invoiced for insurance services in a given period.

Underlying challenge

For the purpose of tracking third party funded activity, an office may require a list of patients who were invoiced for a third party funded service during a given timeframe.


The custom tracking query feature of Capable 21C can produce very specific lists of patients. Follow the steps below to create a custom tracking query to list the required patients.

Detailed Information

  1. Go to Setup|Setup Custom Tracking Queries
  2. Click the button to add a new one
  3. Give it a useful name (eg ACC Patients)
  4. Paste the following SQL Text

    SELECT [Patient ID], Date AS [Action Date]
    Services ON Receipt.Service = Services.[Service Name]
    WHERE (Services.[Fund Claimable] = 1) AND (Date BETWEEN %dEnter Start Date%d AND %dEnter End Date%d)

  5. Click Close

You can now access the query from the Tools menu

This knowledge resource is designed for use on a Windows (tm) XP system operating at a screen resolution of 1024x768 or better. Windows Media Player must be installed for this training resource to operate correctly.

Copyright 2008 Capable Software Pty Ltd

Training Sessions

Fundamentals Training Modules

Intermediate Training Modules

Advanced Training Modules

Other Resources

Return to Capable Software home

Contact Technical Support