Is there a way to create a report that will alert us when we are scheduling a THIRD cleaning for a patient within a calendar year? For example, "if D1110 or D1120 already on ledger 2+ times in current year, and appt being scheduled contains D1110 or D1120, ask the user if they really want to schedule this".
We are in that time of year (June - Sept) where patients want to schedule their "second" cleaning for the year, but they forgot they had one in January. Would be nice to be alerted instead of having to rely on the patient or sort through their ledger or appt hx. That way the patient isn't yelling at us next Jan/Feb when the Dec claim is denied.
I just want to know IF it can be done.
If we were only looking for 1 cleaning in the past year, it would work . . . but not 2.
I realize that isn't helpful, but there is no way to write a script to look for 2 of the same code within a date range. It only looks for one.