patient aging report, adding selection field
-
- Posts: 2
- Joined: Mon Aug 31, 2009 11:52 am
patient aging report, adding selection field
Using Medisoft version nine for two users. When printing patient aging report, it prints all patients with balances, or credits. I'd like to run the report printing balances only as well. However, there is no screening field for balances that comes up in the report. I've tried to edit the report using \"design custom reports\" feature, but that report is not listed as available to edit.
Is there another option other than creating a brand new report from scratch?
Thanks.
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386
-
- Posts: 2
- Joined: Mon Aug 31, 2009 11:52 am
okay
I went ahead and just designed the one I needed. If anybody is looking to do this, simply create the form under the list template, and use the data fields to add the patient name and then a separate one for patient reference balance. (do this in the details band.)
I also put in page number,(footer band) and date (Header band) using system data blanks.
Also, you can add a title using the text block. (Header band)
Next, edit the form under the report properties heading, data filters tab. Add \"new question\" to limit the patient reference balance. I used 1-999999 but you could use any.
Finally, in the same tab, edit the \"sort by\" selection. I can't remember what it defaults to, but it was something silly. I sorted mine alphabetically by name, but there is a drop down menu that lets you select what you want to use.
This is quite a bit simpler than the included ager, but has all the info that I need. Maybe this quick refernce can help someone if they are facing the same conundrum.
-
- Posts: 27
- Joined: Tue May 31, 2016 9:47 am
Re: patient aging report, adding selection field
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
-
- Posts: 27
- Joined: Tue May 31, 2016 9:47 am
Re: patient aging report, adding selection field
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Re: patient aging report, adding selection field
If you can mock up a report, include selection criteria, sort order, grouping, and totals and fax it over to us, then we can write most reports for $180. Our fax # is 417-890-6788.