Report of procedures by year with patient names

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drh
Posts: 3
Joined: Mon Jun 15, 2020 5:51 am

Report of procedures by year with patient names

Post by drh » Mon Jul 20, 2020 7:22 am

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

Tom Zaccaria
Posts: 353
Joined: Mon Feb 25, 2008 3:09 am

Re: Report of procedures by year with patient names

Post by Tom Zaccaria » Mon Jul 20, 2020 8:36 am

Try this but substitute the date you want and the procedure codes.

/*264 List of procedures for a date range with patient name, service date, procedure code,
primary insurance carrier, fee, sum of ins est, sum ins paid*/
SET @FromDate='2019-1-01' , @ToDate='2019-1-30'; /* change date here, change list of proc codes below*/
SELECT p.PatNum, pl.ProcDate, pl.ProvNum, pc.ProcCode,CarrierName AS 'PriInsName',pl.ProcFee,
(SELECT SUM(cp.InsPayEst) FROM claimproc cp WHERE cp.ProcNum=pl.ProcNum AND cp.Status IN (0,1,4)) AS '$InsPayEst',
(SELECT SUM(cp.InsPayAmt) FROM claimproc cp WHERE cp.ProcNum=pl.ProcNum AND cp.Status IN (1,4)) AS '$InsPaidAmt'
FROM procedurelog pl
INNER JOIN patient p ON p.PatNum=pl.PatNum /*just in case we need field from patient table*/
INNER JOIN procedurecode pc ON pl.CodeNum=pc.CodeNum
LEFT JOIN patplan pp ON pp.PatNum=p.PatNum AND ORDINAL=1/*by current primary insurance*/
LEFT JOIN inssub iss ON pp.InsSubNum=iss.InsSubNum
LEFT JOIN insplan ip ON ip.PlanNum=iss.PlanNum
LEFT JOIN carrier ON carrier.CarrierNum=ip.CarrierNum
WHERE pl.ProcDate BETWEEN @FromDate AND @ToDate

AND pl.ProcStatus=2 AND pc.ProcCode IN('D0120','D0150')

GROUP BY pl.ProcNum
ORDER BY carriername, p.LName,p.FName;

drtmz

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