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Home AVImark Forum Shared Information Searches Search Clients Using CareCredit

	AVImark Forum :: Shared Information Searches
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	Subject :Search Clients Using CareCredit.. 01-10-2012 05:02:36
	PAH38094 User Joined: 09-30-2011 07:10:16 Posts: 6 Location:  What parameters do I need to use in order to find out which of our clients use CareCredit as a form of payment? IP Logged
	Subject :Re:Search Clients Using CareCredit.. 01-12-2012 03:46:17
	Information Search Ideas Advanced User Joined: 10-11-2010 09:14:32 Posts: 72 Location:  There isn't anything in the client area that associates them with Care Credit, but we could search in Accounting for the last year and list the clients that have used Care Credit to pay for any of their charges in accounting. Would you like us to set that search up for you? IP Logged
	Subject :Re:Search Clients Using CareCredit.. 01-12-2012 03:58:15
	PAH38094 User Joined: 09-30-2011 07:10:16 Posts: 6 Location:  That's what I figured it would have to be, just wasn't sure how to create that exact search. IP Logged
	Subject :Re:Search Clients Using CareCredit.. 01-12-2012 08:04:33
	Information Search Ideas Advanced User Joined: 10-11-2010 09:14:32 Posts: 72 Location:  Hello, Here is the search that you would need. search [Client] code 'M$BB0689' name 'Care Credit' category 'MSS Searches' ( [Account-Date] is greater than '01-01-11' and [Account-Account Type] equals 'ENTER CARE CREDIT CODE HERE FROM SYSTEM TABLES' ) report ( [Client-Account], [Client-Full Name] width 30 ) sort by (0 ascending) summarize by sort order You will just want to go to system tables, payment types table and get your Care Credit payment type to plug into the search. This is something that the clinic creates so the code could be any number from 0-9. IP Logged
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