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rockthatsmile
Canine II

How to generate list responsible parties for patients?

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

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Community Manager
Community Manager

Re: How to generate list responsible parties for patients?

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prcarterlbumbernickjsones‌ can any of you assist with this?

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jsones
Canine II

Re: How to generate list responsible parties for patients?

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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. 

rockthatsmile
Canine II

Re: How to generate list responsible parties for patients?

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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.  

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