Working with Queries

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These are day-to-day tips for working with Queries in general. They complement RCM Queries – Background, which covers when and why to use a query specifically in RCM. Keep the following practices in mind whenever you're building, editing, or sharing a query.

Best Practices

  • Use the Copy&Paste functionality to test queries out on different fields, selections and criteria while keeping the original.

  • Create extra query folders, such as Quality Queries, to store valuable queries that you don’t want modified.

  • Before sharing, transferring, or saving queries publicly, keep a copy of the original as a backup.

Overview of custom queries in a management dashboard interface.