Detail against Specific Procedure

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Detail against Specific Procedure

Postby technosoft » Wed Jul 10, 2019 5:52 am

Can we identify and fetch details of financial transaction (collection) and adjustments applied against the specific procedure?
For Example:
- Transaction ID for Procedure Production
- Patient Payment collection or deposit Date
- -Patient Payment collection or deposit AMOUNT
- Patient Payment collection Transaction ID
- -Patient Payment Amount applied to the procedure code
- -Insurance Payment Amount applied to the procedure code
- +/- Adjustment Amount applied to the procedure code
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Re: Detail against Specific Procedure

Postby cmcgehee » Wed Jul 10, 2019 7:46 am

Yes, the description of all columns for all tables in the database can be found on https://www.opendental.com/OpenDentalDocumentation19-1.xml.

- Transaction ID for Procedure Production
This would be procedurelog.ProcNum.
- Patient Payment collection or deposit Date
You can link use the paysplit table to link a payment to a procedure. The payment table has a PayDate column and also a DepositNum column to link to the deposit.
- -Patient Payment collection or deposit AMOUNT
Use payment.PayAmt and deposit.Amount
- Patient Payment collection Transaction ID
payment.PayNum
- -Patient Payment Amount applied to the procedure code
Use paysplit.SplitAmt to get the amount for a particular ProcNum.
- -Insurance Payment Amount applied to the procedure code
For this, you would use the claimproc table which has a foreign key to the procedurelog.ProcNum column. Then use claimproc.InsPayAmt to get what the insurance actually paid.
- +/- Adjustment Amount applied to the procedure code
You can find that in the adjustment table specifically the AdjAmt column. The adjustment table has a ProcNum column to link it to procedures.
Chris McGehee
Open Dental Software
http://www.opendental.com
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Re: Detail against Specific Procedure

Postby technosoft » Fri Jul 12, 2019 6:11 am

Thanks for the clarification.

Can you please clarify if OpenDental is maintaining "Adjustment Transaction ID"
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Re: Detail against Specific Procedure

Postby cmcgehee » Mon Jul 15, 2019 8:33 am

If you mean adjustment.AdjNum, then yes, that is maintained by Open Dental since it is the primary key of that table.
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http://www.opendental.com
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