Recall list of patients who pay patient charges

[kdent]

Hi I am looking for a recall list with patients who pay dental charges NHS and independently who have been due from March 2020 onwards.

[stephen_skelton]

Hi,

The only way that you can do this is to create two queries and then include them on the Recall Patient screen.

NHS Query - 

• From the Query Wizard screen create a new query.
• Select that have certain attributes and click Specify Attributes.
• In the General section select Scheme and click Add.
• Change the Value to NHS
• In the General section select Exemption Code and click Add
• Change the Value to Not Exempt.
• Click OK and then click Finish.
• Save the query as a new query

Independent Query - 

• From the Query Wizard screen create a new query.
• Select that have certain attributes and click Specify Attributes.
• In the General section select Scheme and click Add.
• Change the Value to Independent
• Click OK and then click Finish.
• Save the query as a new query.

Now when you go to the Recall patients screen you can tick Include Query and then use the relevant query to filter the recall patients who match the query used.

Regards

Stephen