Page 1 of 1

Patient portion owed with appointment

Posted: Fri Sep 06, 2024 12:20 pm
by saskia
We have a feature showing the practice's appointments for the day. I'm looking to show the amount the patient owes for that appointment and it looks like I need to make quite a few calls to get the data I'm looking for. Want to check whether that's correct or if there's a more efficient way to get the data I'm looking for. Steps as I see them:
  1. Get appointments https://www.opendental.com/site/apiappointments.html
  2. Get procedure logs https://www.opendental.com/site/apiprocedurelogs.html
  3. Get treatment plans https://www.opendental.com/site/apitreatplans.html
  4. Get proc tps using treatment plans from step 3 https://www.opendental.com/site/apiproctps.html
  5. Grab the patient portions from step 4, using the ProcNumOrig, look at step 2 to figure out which appointment the procedure should be shown with
I feel like there's got to be an easier way to combine the information I'm looking for. Thanks.

Re: Patient portion owed with appointment

Posted: Fri Sep 06, 2024 12:30 pm
by justine
saskia wrote:
Fri Sep 06, 2024 12:20 pm
We have a feature showing the practice's appointments for the day. I'm looking to show the amount the patient owes for that appointment and it looks like I need to make quite a few calls to get the data I'm looking for. Want to check whether that's correct or if there's a more efficient way to get the data I'm looking for. Steps as I see them:
  1. Get appointments https://www.opendental.com/site/apiappointments.html
  2. Get procedure logs https://www.opendental.com/site/apiprocedurelogs.html
  3. Get treatment plans https://www.opendental.com/site/apitreatplans.html
  4. Get proc tps using treatment plans from step 3 https://www.opendental.com/site/apiproctps.html
  5. Grab the patient portions from step 4, using the ProcNumOrig, look at step 2 to figure out which appointment the procedure should be shown with
I feel like there's got to be an easier way to combine the information I'm looking for. Thanks.
Good afternoon saskia,

Here's a link to an example on how to calculate the patient portion on an appointment:

https://www.opendentalsoft.com:8085/for ... 477#p35602

Thanks!