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sonyap
First Molar I

Payplans entered in a specific time frame

Where can I find a report showing all the patients who set up a payplan in a given week?

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3 Replies
katpat
CS Dental Employee
CS Dental Employee

Re: Payplans entered in a specific time frame

You can try using the marketing report under file, print, other misc reports. Choose your date range, the under target transactions choose select and navigate to the adjustment code list. Choose the one for payplan and then run the report.

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sonyap
First Molar I

Re: Payplans entered in a specific time frame

I wondered about that, but didn't think it would be considered an "adjustment" code.  I will give it a try - thanks!

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jdowner
Moderator
Moderator

Re: Payplans entered in a specific time frame

Unfortunately, because the payplan and planbill adjustment codes post to the "Account" and not to a Patient on the ledger, the Marketing report will not pick it up.  The Marketing report will only find that codes that are connected directly with a patient. 

Johnathan Downer | Technical Support Analyst
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