Page 1 of 1
Report - separate cash from credit card for patient income
Posted: Thu Feb 26, 2015 5:09 pm
by poochim
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
Re: Report - separate cash from credit card for patient inco
Posted: Fri Feb 27, 2015 6:36 am
by bpcomp
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.
Re: Report - separate cash from credit card for patient inco
Posted: Fri Feb 27, 2015 8:49 am
by Tom Zaccaria
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
Re: Report - separate cash from credit card for patient inco
Posted: Fri Feb 27, 2015 3:12 pm
by bpcomp
So if you run the query
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.
Re: Report - separate cash from credit card for patient inco
Posted: Sat Feb 28, 2015 9:18 am
by JimZ
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
Re: Report - separate cash from credit card for patient inco
Posted: Sun Mar 01, 2015 7:55 pm
by poochim
Thanks bpcomp and jimZ
Tried both methods and they work!
But i prefer jimZ method, much convenient. thanks again
Re: Report - separate cash from credit card for patient inco
Posted: Fri Mar 06, 2015 8:50 am
by bpcomp
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.