To calculate net-production per appointment after all adjustments and writeoffs

This forum is for programmers who have questions about the source code.
Post Reply
ritamdhara2646
Posts: 1
Joined: Thu Jul 08, 2021 10:02 am

To calculate net-production per appointment after all adjustments and writeoffs

Post by ritamdhara2646 » Thu Jul 08, 2021 10:20 am

We are trying to build a Patient Ledger view to show Appointment, Production, Collection, WriteOff & Adjustment data together.
In ProcedureLog table there are lot of records with AptNum=0 and so we are not able to relate Appointment with Adjustments.
For eg. if a patient had an appointment followed by procedure in Apr 21, and in Jun 21 there was Adjustment, how do we tie them together.

What is the best way to build relationship from Adjustment to Appointment?
We are trying to calculate net-production per appointment after all adjustments and writeoff.

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: To calculate net-production per appointment after all adjustments and writeoffs

Post by joes » Thu Jul 15, 2021 8:59 am

I think the only way to associate an adjustment to an appointment is to have the adjustment attached to a procedure that is attached to an appointment. When you found many records in the ProcedureLog table with AptNum=0, were you filtering by ProcStatus? I ask because those records may have a status of Deleted or some other status that is not relevant to your net-production per appointment.
Joe Sullivan
Open Dental Software
http://www.opendental.com

Post Reply