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Deb1
Canine III

Query Wizard

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

 

Thanks

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stephen_skelton
Moderator
Moderator

Re: Query Wizard

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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
stephen_skelton
Moderator
Moderator

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