Reports Help

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Shelly.s
Posts: 15
Joined: Mon Dec 29, 2014 10:18 am

Reports Help

Post by Shelly.s » Mon Feb 15, 2016 1:00 pm

Hi,
I need a report that includes patient name, remainder balance, and an adjustment code, and is sorted by patient name.

I tried the Procedure day sheet and exported it to excel for sorting purposes, but it does not include the remainder balance.
I created a custom report, but Sort By Patient Name is not an option in the Data Filters, and I can't export it to Excel.

Any other reports I can try or any other suggestions?

Thank You,
Shelly

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Reports Help

Post by Gavin Walker » Tue Feb 16, 2016 1:44 pm

Yeah that's a pretty specific report. You'll probably need to work with a Medisoft re-seller who can write this for you. We currently charge $180 for most reports. Private message me for details.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

Shelly.s
Posts: 15
Joined: Mon Dec 29, 2014 10:18 am

Re: Reports Help

Post by Shelly.s » Wed Feb 17, 2016 3:26 pm

I don't think my doctor will want it that badly, Thanks though!

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