Open Dental

Hi,

I have gone through the open dental solution to find the patient ledger and patient aging logic, below are the things which I have found.

1. Patient Ledger - Created the custom queries for tables below to get the patient or patient's family account records.

• ClaimSnapshot

• Claim

• Procedurelog

• Patient

• Paysplit

• Adjustment

• Claimproc

• Payplan

• Payplancharge

• Payment

• Statement

• Preference

• Definitions and other tables

2. Patient Aging - Getting the details from the Patient & Famaging table columns.

• Bal_0_30

• Bal_31_60

• Bal_61_90

• BalOver90

• InsEst

• BalTotal

This is very difficult to integrate all this custom query logic in our software, and also very difficult to maintain the data of all the details in our software

Can we have Patient Ledger + Aging new API so that we can get the details for the patient and the patient's family details through that API?

Thank you

Good morning,

There two existing API methods available that should meet the needs of your described use case.

1. The AccountModules GET ServiceDateView method provides the same information as the Service Date View grid in Open Dental. This contains patient details for most of the tables you describe. It is not practical to include the Preference and Definition tables in this method call, but you can obtain them via Preferences GET and Definitions GET, respectively. These tables are rarely changed and likely cached in your application anyway.

2. The Patient Aging information is already available in the format you describe. See AccountModules GET Aging for more information.

Hi SLeon,

Thank you so much, This will help. If anything will update you.