Report - separate cash from credit card for patient income

[poochim]

Hi All,
I would like to know if it is possible to produce a report(daily or monthly) but with columns separating cash from credit card in the patient income section.
Thanks

[bpcomp]

Yes it is possible. Have you looked through the Query examples yet? http://opendentalsoft.com:1942/ODQueryL ... yList.aspx

If you can't find a query that does what you want, it is possible to write one or have one written for you.

[Tom Zaccaria]

This may help you from the examples page. Adjust the date within the quotes.

/*29*/ SELECT PayDate,PayType,PayAmt,CheckNum,BankBranch,PatNum
FROM payment
WHERE PayDate = '2015-02-23'
ORDER BY PayAmt

drtmz

[bpcomp]

So if you run the query

Code: Select all

SELECT * from Payments

you will see all the payments in the system. Move the radio button from human readable to raw and look at the PayType column. Our credit payments are 304 and our cash payments are 303. I whipped up two quick queries to give a total for each day.

Code: Select all

SELECT sum(PayAmt) as CreditPayments
FROM payment
where Paydate = '2015-02-23'
AND PayType = 304

Code: Select all

Select sum(PayAmt) as Cash
FROM payment
WHERE Paydate = '2015-02-24'
AND PayType = 303

Don't have time at the moment to combine them into one query but it gives you a starting point.

[JimZ]

Hi All,
I would like to know if it is possible to produce a report(daily or monthly) but with columns separating cash from credit card in the patient income section.
Thanks

Have you tried the report in the Daily section of the reports menu titled "Payments"? This enables you to select any date range and it has the ability to group all patient payment types together or you can just select Cash and/or Credit Cards.

Jim

[poochim]

Thanks bpcomp and jimZ
Tried both methods and they work!
But i prefer jimZ method, much convenient. thanks again

[bpcomp]

My brother helped me out and came up with this query for getting daily totals.

Code: Select all

select paytype, sum(payamt) from payment where paydate = '2015-02-24' group by paytype

Have a good day.