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  • #31214

    We use the Open Items Report to flag up issues and anomalies which arise at a busy clinic. Our control process is that all these items require investigation. Sometimes it shows an error that needs correction and sometimes it shows a correct balance that may not unwind for some months.

    So we export the report to Excel and add a notes column that shows the results of the investigation and any action required.

    Ideally we would like add these notes and comments to the Patient details in Clinic Office so that they would appear on the report. This could be done in the notepad in Patient details for instance. Or by adding an additional finance notes/text field.

    (The notepad is quite a large field so could be easier just to show the first “x” number of characters in the report (30 characters would be good, 15 ok).

    Is this a possibility?

    Tony Taylor
    ESO Maidstone

    #32773

    William
    Keymaster

    Hi Tony

    Thanks for your question. Although i do not know what the Open Items Report looks like, it does sound like it is a grid. With a grid report it is quite easy to add something like the notes field to it. Also with any grid view you can preview each field which is very handy for something like the notes field as you can view a few lines at a time below each main record.

    If you want to paste the SQL of the Open Items report into a post and we can have a look and reply with the SQL for the notes field inserted into it.

    To find the SQL go to the Report and Templates section of ClinicOffice, right click on the Open Items report and select Report Source. Go to the SQL Source tab and select all of the text. Copy and paste that text here.

    #32774

    SQL from Open Items Report:-

    select per.id, per.id as account_per_id,
    @name:per as _account_name, per.company, per.telephone, per.worktel, per.mobile, per.fax, per.email, per.dob,

    (coalesce(clinic.prefix, ”) || cast(per.code as varchar(20))) as _patientcode,
    per.clinic_id, clinic.name as _clinic,
    per.patcat_id, patcat.name as _patient_category,
    per.contcat_id, contcat.name as _contact_category,
    per.patstatus_id, patstatus.name as _patient_status,
    per.practitioner_staff_id, staff.knownas as _practitioner,

    view_accbalance.balance

    from per

    left join clinic on (per.clinic_id=clinic.id)
    left join patcat on (per.patcat_id=patcat.id)
    left join contcat on (per.contcat_id=contcat.id)
    left join patstatus on (per.patstatus_id=patstatus.id)
    left join staff on (per.practitioner_staff_id=staff.id)
    left join view_accbalance on (per.id=view_accbalance.per_id)

    where (per.deleted=false) and (view_accbalance.balance <> 0)

    #32775

    William

    What we know as the Open Balance Report was the Patient Balance List released by support on August 12th 2010

    . . c-fl»
    Re: Patient Balance List w i QUOTE
    Dby Support * August 12th, 2010, 10:31 am
    Hi – pLease find attached two reports :-
    – Account Balances (All)
    – Account Balances (Open) support

    #32776

    William
    Keymaster

    Hi Tony

    The SQL below contains the patient’s notes field in it. To insert this please follow the steps below:

    1) Right click on the Open Item Report
    2) Select Report Sourrce
    3) Go to the SQL Source tab
    4) Select everything under the SQL source and delete it
    5) Copy all of the code below and paste it in the SQL Source
    6) Click OK

    select per.id, per.id as account_per_id,
    @name:per as _account_name, per.company, per.telephone, per.worktel, per.mobile, per.fax, per.email, per.dob, per.notes,

    (coalesce(clinic.prefix, '') || cast(per.code as varchar(20))) as _patientcode,
    per.clinic_id, clinic.name as _clinic,
    per.patcat_id, patcat.name as _patient_category,
    per.contcat_id, contcat.name as _contact_category,
    per.patstatus_id, patstatus.name as _patient_status,
    per.practitioner_staff_id, staff.knownas as _practitioner,

    view_accbalance.balance

    from per

    left join clinic on (per.clinic_id=clinic.id)
    left join patcat on (per.patcat_id=patcat.id)
    left join contcat on (per.contcat_id=contcat.id)
    left join patstatus on (per.patstatus_id=patstatus.id)
    left join staff on (per.practitioner_staff_id=staff.id)
    left join view_accbalance on (per.id=view_accbalance.per_id)

    where (per.deleted=false) and (view_accbalance.balance <> 0)

    If an error appears when you click OK please repeat the steps and make sure that you delete everything.

    With the grid report you can preview certain fields such as the notes field. To do this go to the Grid Options and under the Preview Field select Notes. Hope this makes sense.

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