Guarantors need to be designated as such without appearing in the patient list. As a result they appear in various reports such as "new patients" when in fact they are not, which skews report results.
I created a fix for this. I designed a total new patient query in PerioVision's notepad, that excludes guarantors, so it is a true new patient list. Here is the query:
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')
I created a fix for this. I designed a total new patient query in PerioVision's notepad, that excludes guarantors, so it is a true new patient list. Here is the query:
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 you need help building it, let me know.
Eric Lutz
eric@hillandalesmiles.com, office email
ericmichaellutz@hotmail.com, personal email