Insurance payment not finalized error message

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ki0ak
Posts: 29
Joined: Tue Feb 09, 2010 6:38 am

Insurance payment not finalized error message

Post by ki0ak » Tue Mar 21, 2017 10:37 am

Hello,

I'm encountering an error message when trying to run reports ("Reports" -> "Standard") which states:
At least one insurance payment is not finalized. Reports will be inaccurate until all payments are finalized.
See query example in the online manual #958, "Claims with payments entered by no check, not finalized
So running query #958:
/*958 Claims with payments entered but no check, not finalized*/
/*Query code written/modified: 03/11/2015*/
SELECT claim.PatNum AS 'Pat#',
CONCAT(CONCAT(patient.LName,', '),patient.FName) AS 'PatientName',
claim.DateService,
carrier.CarrierName,
SUM(claimproc.InsPayAmt) AS '$InsPayAmt'
FROM claim
INNER JOIN claimproc ON claimproc.ClaimNum = claim.ClaimNum
INNER JOIN patient ON patient.PatNum = claim.PatNum
INNER JOIN insplan ON insplan.PlanNum = claim.PlanNum
INNER JOIN carrier ON insplan.CarrierNum = carrier.CarrierNum
WHERE (claimproc.Status = '1' OR claimproc.Status = '4' OR claimproc.Status=5)
AND (claimproc.InsPayAmt != 0 AND claimproc.ClaimPaymentNum = '0')
GROUP BY claim.PatNum,claim.ClaimNum,claimproc.ClaimPaymentNum,claim.PatNum
ORDER BY patient.LName, patient.FName, claim.DateService
Produces no output (column headings are present, but no data). Any ideas on how to fix this? Running Open Dental 16.3.45.0.

Thanks.

Brad
________________________
Brad Johnson, D.D.S.
Corridor Family Dentistry, PLLC
2120 Westdale DR SW
Cedar Rapids, IA 52404
(319)396-7263

User avatar
cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: Insurance payment not finalized error message

Post by cmcgehee » Tue Mar 21, 2017 12:32 pm

Query #958 get most offenders but not all. To also get partial payments that are not finalized, run #971:

Code: Select all

/*971 List of partial payments that need finalized.*/
/*The results of this query are the partial payments that need finalized for the message box when clicking the Reports menu in Open Dental.*/
/*Query code written/modified:  07/22/2015*/
SET @StartDate=CURDATE()-INTERVAL 3 MONTH, @EndDate=CURDATE();
SELECT *
FROM ((SELECT claimproc.PatNum,claimpayment.CheckDate,claimpayment.CheckAmt,claimpayment.ClaimPaymentNum
FROM claimpayment 
INNER JOIN claimproc ON claimproc.ClaimPaymentNum=claimpayment.ClaimPaymentNum
WHERE claimpayment.IsPartial = 1 
AND claimpayment.CheckDate BETWEEN @StartDate AND @EndDate)
UNION ALL
(SELECT claimproc.PatNum,claimproc.DateCP,claimproc.FeeBilled,claimproc.ClaimProcNum 
FROM claimproc
WHERE claimproc.ClaimPaymentNum = 0
AND claimproc.InsPayAmt != 0 
AND claimproc.Status IN(1,4,5) 
AND claimproc.DateEntry BETWEEN @StartDate AND @EndDate
)
) partialpayments
Chris McGehee
Open Dental Software
http://www.opendental.com

ki0ak
Posts: 29
Joined: Tue Feb 09, 2010 6:38 am

Re: Insurance payment not finalized error message

Post by ki0ak » Tue Mar 21, 2017 1:00 pm

Thanks - that got it.

cmcgehee wrote:Query #958 get most offenders but not all. To also get partial payments that are not finalized, run #971:

Code: Select all

/*971 List of partial payments that need finalized.*/
/*The results of this query are the partial payments that need finalized for the message box when clicking the Reports menu in Open Dental.*/
/*Query code written/modified:  07/22/2015*/
SET @StartDate=CURDATE()-INTERVAL 3 MONTH, @EndDate=CURDATE();
SELECT *
FROM ((SELECT claimproc.PatNum,claimpayment.CheckDate,claimpayment.CheckAmt,claimpayment.ClaimPaymentNum
FROM claimpayment 
INNER JOIN claimproc ON claimproc.ClaimPaymentNum=claimpayment.ClaimPaymentNum
WHERE claimpayment.IsPartial = 1 
AND claimpayment.CheckDate BETWEEN @StartDate AND @EndDate)
UNION ALL
(SELECT claimproc.PatNum,claimproc.DateCP,claimproc.FeeBilled,claimproc.ClaimProcNum 
FROM claimproc
WHERE claimproc.ClaimPaymentNum = 0
AND claimproc.InsPayAmt != 0 
AND claimproc.Status IN(1,4,5) 
AND claimproc.DateEntry BETWEEN @StartDate AND @EndDate
)
) partialpayments
________________________
Brad Johnson, D.D.S.
Corridor Family Dentistry, PLLC
2120 Westdale DR SW
Cedar Rapids, IA 52404
(319)396-7263

LakesideFamily
Posts: 1
Joined: Wed Jan 31, 2018 9:22 am

Re: Insurance payment not finalized error message

Post by LakesideFamily » Wed Jan 31, 2018 9:26 am

Neither code worked for me?? I have version 16.1.39.0 if that makes a difference. Any other options? I've had this code up for over a week. I've gone through all of my payments over the last 2 weeks. I can't find anything and its driving me mad!

JoeMontano
Posts: 64
Joined: Thu Aug 20, 2015 11:08 am

Re: Insurance payment not finalized error message

Post by JoeMontano » Wed Jan 31, 2018 9:53 am

The below text is from our documentation, I'm leaving it here in case someone else has this issue. If you were to update to 17.3 you would have access to our Unfinalized Insurance Payments report so if you can I would recommend updating. Otherwise it looks like you already ran 971, so calling support to troubleshoot might be a good option too.

http://opendental.com/manual/reportsstandard.html
Problem: When I click Standard Reports, I receive the following message: At least one insurance payment is not finalized. Reports will be inaccurate until all payments are finalized.
Solution: Prior to version 17.3, the Unfinalized Insurance Payments was not available under Standard Reports. One or more insurance payments were received but not finalized. To find these payments, follow the instructions below.

Run query 971 in Query Examples to identify the claims. Partial payments and unfinalized claims will list.
Joe Montaño
Software Engineer
Open Dental Software
Joe@OpenDental.com

tgriswold
Posts: 122
Joined: Fri Jun 07, 2013 8:52 am

Re: Insurance payment not finalized error message

Post by tgriswold » Mon Feb 05, 2018 3:32 pm

If this isn't enough info you'll need to contact support. It is possible that there is a broken state on one of these entries and that is why they are not showing in another report, if this is the case no one here on the forum is going to be able to help you much because we don't know your current DB state. Running DBM may fix some of these issues if you can't figure out why something is showing, but the best bet is to contact support.

That being said, here is the query that is run in 16.3 to make that popup show. This will only tell you how many issues there are to be fixed.

Code: Select all

SELECT COUNT(*) 
FROM (
	SELECT claimpayment.ClaimPaymentNum 
	FROM claimpayment 
	WHERE claimpayment.IsPartial = 1 
	AND claimpayment.CheckDate <= DATE(NOW())
	AND claimpayment.CheckDate >= DATE(NOW()-INTERVAL 1 MONTH)
	
	UNION ALL
	
	SELECT claimproc.ClaimProcNum 
	FROM claimproc
	WHERE claimproc.ClaimPaymentNum = 0
	AND claimproc.InsPayAmt != 0 
	AND claimproc.Status IN(1,4,5) 
	AND claimproc.DateEntry <= DATE(NOW())
	AND claimproc.DateEntry >= DATE(NOW()-INTERVAL 1 MONTH)
) partialpayments
Here is the two parts of this query with a little more info to help you track down which payment or insurance estimate is causing this dialogue box to show.

Code: Select all

/*Insurance payment partial*/SELECT claimpayment.ClaimPaymentNum, claimpayment.CheckDate, claimpayment.CheckAmt, claimpayment.DepositNum
FROM claimpayment 
WHERE claimpayment.IsPartial = 1 
AND claimpayment.CheckDate <= DATE(NOW())
AND claimpayment.CheckDate >= DATE(NOW()-INTERVAL 1 MONTH)

Code: Select all

/*Insurance estimate not attached to a claim payment*/
SELECT claimproc.ClaimProcNum, claimproc.PatNum, claimproc.ProcDate, claimproc.InsPayAmt 
FROM claimproc
WHERE claimproc.ClaimPaymentNum = 0
AND claimproc.InsPayAmt != 0 
AND claimproc.Status IN(1,4,5) 
AND claimproc.DateEntry <= DATE(NOW())
AND claimproc.DateEntry >= DATE(NOW()-INTERVAL 1 MONTH)
Travis Griswold
Open Dental Software
http://www.opendental.com

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: Insurance payment not finalized error message

Post by rhaber123 » Sun Mar 18, 2018 9:28 pm

Running OD V 15.3 - I had an insurance claim for a child patient that I thought the insurance will pay the parent, so we paid the claim zero, and closed it.
But surprisingly, we gat a check on Thursday, as my receptionist can not delete payment after a certain period of time, she asked me to delete the payment.
While I was at it, and after I deleted the payment , we were both working on recreating the claim and paying it at the same time.

So now I have the same error message you were talking about.
I ran Database Maintenance, but this did not help,
I ran the above queries, and nothing is showing.

Any help will be appreciated

tgriswold
Posts: 122
Joined: Fri Jun 07, 2013 8:52 am

Re: Insurance payment not finalized error message

Post by tgriswold » Mon Mar 19, 2018 9:46 am

On 15.3 it's hard to say, could have been a bug that we fixed a long time ago or we hadn't created/enhanced a DBM to fix it yet. You'd have to either update to a newer version, or go scan through the source code of 15.3 yourself and see what query is being run to show that message.
You should double check that an insurance check was created and finalized for the claim you added payment for, and that the duplicate claim that was created (since 2 people worked on the same) got deleted.
Travis Griswold
Open Dental Software
http://www.opendental.com

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: Insurance payment not finalized error message

Post by rhaber123 » Mon Mar 19, 2018 3:13 pm

On OD V17.3.70. fixed now. Thank you

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