payment report for primary provider

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rscottdds
Posts: 15
Joined: Fri Feb 24, 2012 11:21 am

payment report for primary provider

Post by rscottdds » Tue Feb 06, 2018 8:00 am

Is there a report that would show if a payment was allocated to someone other than the patients primary provider? We are a two doc office and occasionally a payment gets posted to the other docs account. Sometimes this is correct (ie emergency treatment) but other times its a mistake. It usually gets caught but sometimes it slips through the cracks.
-Robert A Scott DDS

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dgraffeo
Posts: 147
Joined: Wed Sep 24, 2014 3:19 pm

Re: payment report for primary provider

Post by dgraffeo » Tue Feb 06, 2018 8:51 am

A really quick one I whipped up:

SELECT patient.PatNum, patient.LName, paysplit.DatePay FROM paysplit INNER JOIN patient ON paysplit.PatNum=patient.PatNum WHERE patient.PriProv!=paysplit.ProvNum

Should give you all patients that have paysplits that are allocated to providers that aren't their primary provider. Will also give you the date of the paysplit so it'll be easier to look up in their account. It will also return results where a paysplit isn't associated to any provider. If you don't want to see unallocated splits, add " AND paysplit.ProvNum!=0" at the end.
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

rscottdds
Posts: 15
Joined: Fri Feb 24, 2012 11:21 am

Re: payment report for primary provider

Post by rscottdds » Tue Feb 06, 2018 12:24 pm

Thanks. I ran the report but it didn't do what I wanted it to do. What I want to know is if doc A ever gets credited with a payment for a patient of doc B's. In other words if a patient with doc A as the primary provider pays his bill but it winds up on the ledger with doc B as the provider I want to know because that's often a mistake.

My last PM software (Practiceworks) had a report called "cross settlement" or something that did just that. Is there anything like that in OD?

Thanks,
Robert A Scott

allends
Posts: 235
Joined: Fri Aug 23, 2013 11:29 am

Re: payment report for primary provider

Post by allends » Tue Feb 06, 2018 2:53 pm

The query that David gave should give that information, but it is lacking in provider info.
Here is a slightly updated version of that query.

Code: Select all

SELECT patient.PatNum, patient.LName, paysplit.DatePay, patient.PriProv PrimaryProv, paysplit.ProvNum PaymentProv
FROM paysplit 
INNER JOIN patient ON paysplit.PatNum=patient.PatNum 
WHERE patient.PriProv!=paysplit.ProvNum
If you are looking for additional information in your report (Provider Names, Amounts, etc...), I recommend visiting our custom query request page
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx
Allen
Open Dental Software
http://www.opendental.com

rscottdds
Posts: 15
Joined: Fri Feb 24, 2012 11:21 am

Re: payment report for primary provider

Post by rscottdds » Tue Feb 06, 2018 3:17 pm

Thanks. That didn't do it either. As a matter of fact the only results I get from that report are from before I converted to Open Dental (pre 1/1/15). I know there are a number of "wrong provider payments" from 2016 and 17 so they should be in a report that I am looking for. Its not pay splits that I am concerned about but regular payments that go to the wrong doctor.
Robert A Scott

allends
Posts: 235
Joined: Fri Aug 23, 2013 11:29 am

Re: payment report for primary provider

Post by allends » Tue Feb 06, 2018 3:50 pm

Payments are not directly connected to providers.
http://www.opendental.com/OpenDentalDoc ... ml#payment
That shows our current schema as of 17.4.

Paysplits are OpenDental's way of connecting a singular payment to multiple providers/patients.
If that query is not returning any rows after 1/1/15 then every single payment you have taken since then is allocated to the patients primary provider.

At this point I highly recommend looking into a custom query. It may be that I am not understanding the definition of what you consider "wrong provider payments" and explaining that to one of our query technicians is going to go a long way in helping us help you.
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx
Allen
Open Dental Software
http://www.opendental.com

rscottdds
Posts: 15
Joined: Fri Feb 24, 2012 11:21 am

Re: payment report for primary provider

Post by rscottdds » Tue Feb 06, 2018 4:28 pm

adearmondsattler wrote:
At this point I highly recommend looking into a custom query. It may be that I am not understanding the definition of what you consider "wrong provider payments" and explaining that to one of our query technicians is going to go a long way in helping us help you.
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx
Yeah, I already did that. Thanks. I'll try and explain "wrong provider" better. Lets say only one payment was made for the whole day. A patient whose primary provider is marked as Dr A in OD comes in and makes a payment for something Dr A did. When that payment is processed the wrong provider, lets say Dr B, is mistakenly selected for that payment. In the patients account that payment will have Dr. B as the provider. When a daily payment report is run for that "wrong provider" (Dr. B) that payment shows up on his report and nothing will show up on Dr A's report. I want a report that tells me if any payment on a patients account has a transaction with a different provider than the assigned primary provider.

Robert A Scott

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dgraffeo
Posts: 147
Joined: Wed Sep 24, 2014 3:19 pm

Re: payment report for primary provider

Post by dgraffeo » Wed Feb 07, 2018 10:11 am

One Payment contains multiple paysplits. The Paysplits are what contains the provider information, and so a single "payment" can have multiple different providers. The query provided will detect paysplits made by a patient that have a provider that aren't the patient's primary provider. To see if the patient's primary provider has any patients that have paysplits allocated to other providers would take a lot more time. Looking for the absence of something is more difficult than seeing something that's there and incorrect. I'm sure the query team can get this done for you quite quickly!
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

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