cancel
Showing results for 
Search instead for 
Did you mean: 
Canine II

Query Wizard

Jump to solution

Please can you tell me how to create a wizard to show patients who owe money between two dates.

 

Thanks

0 Kudos
Reply
1 Solution

Accepted Solutions
Highlighted
CS Dental Employee
CS Dental Employee

Re: Query Wizard

Jump to solution

Hi,

To create a query that displays a list of patients who owe money between 2 dates use the following options from 'that have certain [attributes]':

Balance Outstanding Since with an Operator setting of 'is later than' and a tick in the Ask box

Balance Outstanding Since with an Operator setting of 'is earlier than' and a tick in the Ask box

Balance with an operator setting of 'is greater than' and a value of £0.00

If you want to exclude patients with an open course of treatment then also select 'that don't have any open courses of treatment' from the main Patient's window.

Query.png

View solution in original post

1 Reply
Highlighted
CS Dental Employee
CS Dental Employee

Re: Query Wizard

Jump to solution

Hi,

To create a query that displays a list of patients who owe money between 2 dates use the following options from 'that have certain [attributes]':

Balance Outstanding Since with an Operator setting of 'is later than' and a tick in the Ask box

Balance Outstanding Since with an Operator setting of 'is earlier than' and a tick in the Ask box

Balance with an operator setting of 'is greater than' and a value of £0.00

If you want to exclude patients with an open course of treatment then also select 'that don't have any open courses of treatment' from the main Patient's window.

Query.png

View solution in original post