Query – Patients who their “sum of Payments” is different from their “sum of Production fees”

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EFR
Posts: 2
Joined: Tue Feb 16, 2021 10:29 pm

Query – Patients who their “sum of Payments” is different from their “sum of Production fees”

Post by EFR » Tue Feb 16, 2021 11:15 pm

Is there an existing query example (in https://opendentalsoft.com:1943/ODQuery ... yList.aspx) that shows, for a given date range,
a list of Patients whose “sum of Payments” (during the date range) is different from their “sum of Production fees” (for treatments they received during the date range).

I want to be able to identify patients that:
1. Paid for (old) outstanding payments
2. Did not pay the full amount for the treatments they received
3. Paid a “deposit” for an unearned future treatment

joes
Posts: 115
Joined: Tue Aug 13, 2019 12:41 pm

Re: Query – Patients who their “sum of Payments” is different from their “sum of Production fees”

Post by joes » Wed Feb 17, 2021 9:52 am

I don't think we have any reports or queries that match your desired format. If you are interested in ordering a custom query, please fill out a Query Request Form here: https://opendentalsoft.com:1943/ODQuery ... tForm.aspx

EFR
Posts: 2
Joined: Tue Feb 16, 2021 10:29 pm

Re: Query – Patients who their “sum of Payments” is different from their “sum of Production fees”

Post by EFR » Thu Feb 18, 2021 7:07 pm

Thanks for the prompt response. I'll check if I can apply for a custom query.

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