Query - Insurance benefits remaining - End of year -

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

Query - Insurance benefits remaining - End of year -

Post by rhaber123 » Sun Dec 22, 2013 4:14 pm

I could not find a query that shows the remaining insurance benefits, end of year, for all of our patients.
(the treatment findr option does not cover everyone)
any assistance will be appreciated

StaceySampson
Posts: 3
Joined: Fri May 27, 2011 6:30 am
Location: Salem, OR
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Re: Query - Insurance benefits remaining - End of year -

Post by StaceySampson » Mon Dec 23, 2013 4:36 pm

On the Open Dental Website, under query examples, try these two queries.

#356 - List of Patients that have not been since a specific date that have insurance benefits remaining. - Includes Insurance Carrier's Name, Patient's Name, Three Phone Numbers, Benefits Remaining, TP Remaining and Last seen date. Assumes everyone has calendar year benefits. Warning - may be slow

#443 - List of Patients that have not been seen since a specific date that have insurance benefits remaining. - Includes Insurance Carrier's Name, Patient's Name, Three Phone Numbers, Benefits Remaining, TP Remaining and Last seen date, Patient Address. Assumes everyone has calendar year benefits.

The Direct link to the web page is below.

http://opendentalsoft.com:1942/ODQueryL ... yList.aspx

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