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Looking for a custom report

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Last Post by Anonymous 1 second ago

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tnc

(@tnc)

Posts: 517

Honorable Member

Topic starter

CPS 12.2 (PM/Billing type of crystal report request)

Patient financial history will print a report but it does not allow the option to print within date ranges for patients. We would like a report which will print patient payments for date ranges. This is primarily used between 1-1 and 4-15 as people call and request their info from the prior year as for tax preparation purposes. GE support directed us to a detailed patient ledger but that is much more robust than what we are looking for.

I thought I would shop the project here as GE professional support is much more expensive than what we are really looking to spend.

Mike Zavolas
Tallahassee Neurological Clinic

Posted : April 6, 2017 5:53 am

lkeith

(@lkeith)

Posts: 457

Honorable Member

Yes, Yes, Yes, we would love to have the same type of report!!

Linda

Posted : April 6, 2017 8:12 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

What data fields are you looking for? And what selection rules? For example:

Select based on patient visit date.

Print out patient name, mrn, date of service/visit, provider, amount owed

Posted : April 7, 2017 3:43 am

lkeith

(@lkeith)

Posts: 457

Honorable Member

I know for us, to be able to query by guarantor or patient. The guarantor query would show any patient payments posted to the account, date paid and $$ amount for a given date range. As Mike stated in his post, these are usually needed around tax time because people are needing to know how much they paid for medical services for the prior year. The date of service for the visit isn't the driving factor, it is the date that the payment was made.

example might look like:

Guarantor: Joe Blow Guarantor ID: 11724

Date of Payment Patient Name Payment Amount

1/1/2016 Jonny Blow 35.00

1/31/2016 Jonny Blow 136.12

3/5/2016 Cindy Blow 35.00

4/5/2016 Cindy Blow 35.00

4/25/2016 Cindy Blow 212.36

7/1/2016 Joe Blow 225.00

Total Paid 678.48

Mike, your thoughts?

Linda

Posted : April 7, 2017 6:16 am

tnc

(@tnc)

Posts: 517

Honorable Member

Topic starter

Yes, exactly what Linda has demonstrated here! This would really help

Thanks Linda

Mike

Posted : April 12, 2017 4:44 am

bfoltz61

(@bfoltz61)

Posts: 1

New Member

A new report has been added to the CHUG Marketplace (Custom - Patient Payments by Date Range) that should satisfy the need for patients that are looking for total payments in a given year. The user can select date range for both date of service as well as date of patient payment.

Posted : April 26, 2017 2:21 am

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