How to generate list responsible parties for patients?

[rockthatsmile]

Does anyone know how to generate a list for Responsible Parties (billing parties) for patients?

[rockthatsmile]

We ended up using the Contact Experts and did a query on active patients, then in the report fields we added the responsible parties and doing a custom report that we exported to CSV.  

[jsones · Accepted solution]

Hi Rita,

To post a list of Responible Party from OrthoTrac go to Reports>Miscellaneous>Patient/Responsible Party Xref.  This report will give you two options to run it.  Now this report gives you all responsible parties with associated patients. 

For financial information you can run an A/R report by Responsible Party. Reports>Financial>Accounts Receivable by>Responsible Party. You will then be able to choose parameters for running it. 

Hope this helps. 

[tshaw]

prcarter‌ lbumbernick‌ jsones‌ can any of you assist with this?