Search found 5 matches

by ssebree
Sat Apr 02, 2022 10:43 pm
Forum: Main Forum
Topic: Custom Query for Discount Plan
Replies: 10
Views: 4479

Re: Custom Query for Discount Plan

Thank you, Allen and drtmz, for the continued help with this. I'm finding that OD has created quite a silo around the Discount Plan feature. I can look up the fee schedule for our plan and can also see adjustments for each patient procedure of the plan. But there's nothing that puts all the informat...
by ssebree
Wed Mar 30, 2022 2:15 pm
Forum: Main Forum
Topic: Custom Query for Discount Plan
Replies: 10
Views: 4479

Re: Custom Query for Discount Plan

Thank you, drtmz. I made the changes to this query, but unfortunately, it's not returning any results. We created our in-office plan through the Open Dental Discount Plan feature, so I'm wondering if it's not recognizing our plan as a carrier to match the term "carrier.carriername"?
by ssebree
Tue Mar 29, 2022 3:23 pm
Forum: Main Forum
Topic: Custom Query for Discount Plan
Replies: 10
Views: 4479

Re: Custom Query for Discount Plan

Thank you, Allen! I'll dig into those links and see what I can figure out. I appreciate your help and prompt responses!
by ssebree
Tue Mar 29, 2022 2:59 pm
Forum: Main Forum
Topic: Custom Query for Discount Plan
Replies: 10
Views: 4479

Re: Custom Query for Discount Plan

Hi adearmondsattler, thanks for updating me on this. I understand being short staffed and the challenges that come with that. I think we're all experiencing the squeeze of the current employment climate. However, with Open Dental not offering any other solutions to their customers to generate these ...
by ssebree
Thu Mar 24, 2022 11:08 am
Forum: Main Forum
Topic: Custom Query for Discount Plan
Replies: 10
Views: 4479

Custom Query for Discount Plan

Our office is trying to dig into the financial details of our in-house membership/discount plan to better understand the profitability of it and if we should increase our discount plan membership fee and/or adjust the current discounts we're offering. Specifically, I want to run a report for a date ...