Report - separate cash from credit card for patient income

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poochim
Posts: 11
Joined: Mon Dec 08, 2014 5:36 pm

Report - separate cash from credit card for patient income

Post by poochim » Thu Feb 26, 2015 5:09 pm

Hi All,
I would like to know if it is possible to produce a report(daily or monthly) but with columns separating cash from credit card in the patient income section.
Thanks

bpcomp
Posts: 304
Joined: Mon Feb 27, 2012 7:30 am
Location: Tucson, AZ
Contact:

Re: Report - separate cash from credit card for patient inco

Post by bpcomp » Fri Feb 27, 2015 6:36 am

Yes it is possible. Have you looked through the Query examples yet? http://opendentalsoft.com:1942/ODQueryL ... yList.aspx

If you can't find a query that does what you want, it is possible to write one or have one written for you.

Tom Zaccaria
Posts: 353
Joined: Mon Feb 25, 2008 3:09 am

Re: Report - separate cash from credit card for patient inco

Post by Tom Zaccaria » Fri Feb 27, 2015 8:49 am

This may help you from the examples page. Adjust the date within the quotes.

/*29*/ SELECT PayDate,PayType,PayAmt,CheckNum,BankBranch,PatNum
FROM payment
WHERE PayDate = '2015-02-23'
ORDER BY PayAmt

drtmz

bpcomp
Posts: 304
Joined: Mon Feb 27, 2012 7:30 am
Location: Tucson, AZ
Contact:

Re: Report - separate cash from credit card for patient inco

Post by bpcomp » Fri Feb 27, 2015 3:12 pm

So if you run the query

Code: Select all

SELECT * from Payments
you will see all the payments in the system. Move the radio button from human readable to raw and look at the PayType column. Our credit payments are 304 and our cash payments are 303. I whipped up two quick queries to give a total for each day.

Code: Select all

SELECT sum(PayAmt) as CreditPayments
FROM payment
where Paydate = '2015-02-23'
AND PayType = 304

Code: Select all

Select sum(PayAmt) as Cash
FROM payment
WHERE Paydate = '2015-02-24'
AND PayType = 303
Don't have time at the moment to combine them into one query but it gives you a starting point.

JimZ
Posts: 113
Joined: Thu Nov 01, 2007 9:16 pm
Location: Pittsburgh, PA
Contact:

Re: Report - separate cash from credit card for patient inco

Post by JimZ » Sat Feb 28, 2015 9:18 am

poochim wrote:Hi All,
I would like to know if it is possible to produce a report(daily or monthly) but with columns separating cash from credit card in the patient income section.
Thanks
Have you tried the report in the Daily section of the reports menu titled "Payments"? This enables you to select any date range and it has the ability to group all patient payment types together or you can just select Cash and/or Credit Cards.

Jim

poochim
Posts: 11
Joined: Mon Dec 08, 2014 5:36 pm

Re: Report - separate cash from credit card for patient inco

Post by poochim » Sun Mar 01, 2015 7:55 pm

Thanks bpcomp and jimZ
Tried both methods and they work!
But i prefer jimZ method, much convenient. thanks again

bpcomp
Posts: 304
Joined: Mon Feb 27, 2012 7:30 am
Location: Tucson, AZ
Contact:

Re: Report - separate cash from credit card for patient inco

Post by bpcomp » Fri Mar 06, 2015 8:50 am

My brother helped me out and came up with this query for getting daily totals.

Code: Select all

select paytype, sum(payamt) from payment where paydate = '2015-02-24' group by paytype
Have a good day.

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