Search found 3 matches

by drh
Mon Jul 20, 2020 7:22 am
Forum: Main Forum
Topic: Report of procedures by year with patient names
Replies: 1
Views: 2697

Report of procedures by year with patient names

Is there a report that will give us the names of all patients that were treated by a specific procedure code for a specified time period, say a year
We are trying to follow up on all of our implant patients

Thanks in advance
by drh
Wed Jun 17, 2020 1:09 pm
Forum: Main Forum
Topic: A/R (filters) query
Replies: 4
Views: 4938

Re: A/R (filters) query

Tom Zaccaria, Thanks! The second one is in the ballpark The thing that I would like is to be able to specify and sort out a date range. Say a specific year or a quarter. Our old software has limited capacity to customize a report. We switched to open and can see the potential to tailor reports to ju...
by drh
Tue Jun 16, 2020 7:23 am
Forum: Main Forum
Topic: A/R (filters) query
Replies: 4
Views: 4938

A/R (filters) query

New to Open, is there a filter/query in A/R reports that will allow us to determine the time period when last payment activity occurred as we are trying to clean up old accounts that have not been tidied up in the past.

ex: accounts from the year 2017 then move on to 2018 etc

Thanks in advance
DrH