Specialty Ideas

11 Vote

Don't register the "guarantor" when registering a new "minor" patient

When registering a "minor" new patient and creating a guarantor it is creating that patient as a new patient as well, not the case, and to ask the office to create a marker and then exclude from the new patient report to get a true report is creating more unnecessary work.
  • Vonda
  • Feb 4 2019
  • Future consideration
  • Attach files
  • Guest commented
    March 19, 2020 19:41

    Here is your solution: In PerioVision's Notepad, I built a query that gives you the exact total new patient count excluding these guarantors, it is as follows,

    Select Patients where (Rtrim(LTRIM(current_date)) >= '02/01/2020') And (last_appt_date >= '2020-02-01 00:00:00') and exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '2020-02-01 00:00:00' and '2020-02-29 23:59:59.999' and audit.ada_no between '000120' and '009999') and not exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '1990-01-01 00:00:00' and '2020-01-31 23:59:59.999' and audit.ada_no between '000120' and '009999')

    If anyone has any questions how I designed/built this query, they are more than welcome to call and ask me for help and I will guide them.

    Eric Lutz

    eric@hillandalesmiles.com, office email

    301-439-7878 office phn

    ericmichaellutz@hotmail.com, personal email

  • +10