Reports > Stored Queries

Background
Search for Stored Queries
Common Fields and Definitions
Most Used Stored Queries
Save Stored Queries Available in Profile EMR LIVE

Background

Stored queries are pre‑built, saved database searches that retrieve and display client, appointment, or operational data using predefined logic and criteria. It is a report‑like shortcut that pulls information directly from a day-old copy of Live and presents the results in a table view for users to review.

Search for Stored Queries

A search option has been added to the Stored Queries window (Report/Stored Queries) to allow quick and efficient search for the report by name or description.

1. Go to Reports / Stored Queries
2. Select the 'Search' icon which is shown as a magnifying glass on the tool bar
3. Search by the Name or Description of the Report

Some queries will ask you to enter information when you run them. These are called dynamic entry values. When prompted, type the requested value into the Ask Value field and run the query. For example, for PC POS, enter your PC POS three letter code.

Common Fields and Definitions

File Number is a unique Profile EMR‑assigned identifier. Every record in Profile EMR has a File Number.

PARIS ID is a unique identifier from the PARIS system that links a client’s record across community and health authority systems.

PC POS (Primary Care Place of Service) indicates the clinic or team where the client is registered as a Primary Care client. This reflects the client’s main primary care attachment.

ALT POS (Alternate Place of Service) indicates a clinic or team where the client receives services in addition to their primary care clinic.

Date Last Contact (Date Last Seen) is populated exclusively by the creation of contact-type activities (e.g., new encounters, interventions, phone calls) and is not affected by appointments, tasks, or other non‑contact objects, while Date Last Changed reflects edits to client demographics or clinical details only.

Most Used Stored Queries

Name	Description	Input Parameter
Team Membership Report	This query generates a list of users who belong a clinic	POS (three letter code)
Task/Distribution Group Membership	This query generates a list of users who belong to a task group	POS (three letter code)
Clients in ALT POS	This query generates a list of clients in a specific ALT POS. The client must have this ALT POS on their yellow bar for them to be in the list. This list can be used to remove a a client from the POS. When a client is selected from the list and appears in the yellow bar, the record can be updated (PC POS, ALT POS, and MRP - depending on the users login credentials).  This functionality applies to all reports on this list.	ALT POS (three letter code) Client Status (active, inactive, deceased*) *enter a comma between selections if making more than one, NO spaces
Clients in Alt POS (MHSU Care Team)	This query generates a list of clients in a specific ALT POS. The client must have this ALT POS on their yellow bar for them to be in the list. This list can be used to remove a a client from the POS. When a client is selected from the list and appears in the yellow bar, the record can be updated (PC POS, ALT POS, and MRP - depending on the users login credentials).  This functionality applies to all reports on this list.	ALT POS (three letter code) Client Status (active, inactive, deceased*) *enter a comma between selections if making more than one, NO spaces
Clients in PC POS	This query generates a list of clients in a specific PC POS. The client must have this PC POS on their yellow bar for them to be in the list.	PC POS (three letter code)
My Caseload - Active Patients	The results display a list of active clients who have the specific clinician as a clinical provider.  This is entered in Care Team, or the MRP may be added on the yellow bar.	Clinician user ID (e.g. sdevlaming)
Clients Discharged by POS and Date Range	Only for teams using a EMR workflow that includes completion of the Discharge Form (New Encounter > type dcn\). Extract shows service start date, service end date, length of service, discharge reason, discharge destination.	Enter POS code and date range for when service ended
Clients with Inward Referrals by POS and Date Range	Lists clients with Inward Referrals. Extract includes referral received date, referral reason, referred by POS, clinician who referred, external source, clinician who received the referral, status of the Inward Referral, first appointment date (only if linked to the referral), referral decision, decision reason, date referral closed.	Enter POS Code and Date Range for when the referral was received
List of Appointments by Clinic and Start Date	The results show a list of clients (name, DOB, POS, MRP) who have attended an appointment (arrived, seen, closed) at a specific POS. The output shows the appointment status, type, reason, and attending clinician. This report can be used to determine the type of appointments a clinic is experiencing in a period of time (by month, quarterly), the number of no-shows, and the number of walk-ins.	POS and  Start Date of Report Period (e.g. Jan 1, 2021 to current date)
List of Client Appts by CLINIC and Date Range (Appointment Reminder)	This query is for clinics enabled with the Appointment Reminder Feature. The key items in the results are the client's cell phone number, the consent to text the cell phone, the status of the "Send Reminder" checkbox of the appointment, if the appointment type is included/excluded from sending reminders, and the appointment status (ex: booked, cancelled)	POS (three letter code), Appointment Status (choose from list), Timeframe of reporting period
List of Client Appts by CLINIC and Date Range (No ALT POS freetext)	This is the same query as List of Appointments by Clinic and Start Date but excluding the data entered in ALT POS free text field. It can be run by a clinic which does not enter (does not use ALT POS free text field in their workflow). The query is much faster than the List of Appointments by Clinic and Start Date.	POS (three letter code), Appointment Status (choose from list), Timeframe of reporting period
List of Client Appts by CLINICIAN and Date with Contact and Access Info	This query is for printing an appt list as an alternative to Print Appointment List. The report contains SHX179 Access descriptions that may contain lockbox codes or other access instructions.	Appt Date and Clinician Login Code
List of Clinic Appointments by CLIENT	The results display activity for an individual client.  The columns include:  client’s name, dob, POS, MRP, appointment date, type, reason, and attending clinician.	PARIS ID
Clinic Day Sheet - Entire Clinic	Print for overview of all Clinic appointments for the day. Particularly handy if planning for a Scheduled Downtime	Enter POS and the Appointment Booked date
Clients with No Activities in the Last 2 Years + PC POS	List Clients over the age of 25 with no activities in Profile EMR during the past 2 years. Extract includes: status, MRP, PC/ALT POS, date last seen.	POS
Patients with Inactive MRP	Shows all patients whose MRP is not active in Profile EMR (all POSs). Shows date of last contact.
COVID Vaccines by POS	The results display active & inactive clients, their demographics, MRP, PC and Alt POS,  the manufacturer & dose of  COVID-19 vaccine, and the date given.	Enter your clinic POS code (3 letters) into both the PC and Alt POS fields. (e.g. PC POS PEN, Alt POS PEN)

Save Stored Queries Available in Profile EMR LIVE

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The guidance provided by VCH Privacy Department is that all VCH data must be kept on the VCH network (not personal devices or c: drives).  The VCH network is managed by PDHIS with both backup and firewall functionality that protects the data and ensures it maintains in VCH’s custody.  The key risk we are managing here is ensuring the appropriate custody of sensitive VCH data, whether or not it includes personal information.