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AVImark Forum::Shared Information Searches::Patient Estimates Based on Expiration Date

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Patient Estimates Based on Expiration Da...

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Subject :Patient Estimates Based on Expiration Date.. 10-10-2011 10:01:19

Information Search Ideas

Advanced User

Joined: 10-11-2010 09:14:32
Posts: 72
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The following information search will search for patients with an active estimate that expires within the chosen date frame.
The date frame can be modified on the search tab.
It will report in ascending order by the expiration date:

Account Number
Client Name
Patient Name
Estimate Name
Expiration Date
Created Date

The above fields can be modified on the report criteria tab.

search [Client] code 'M$BB0572' name 'Expiring Patient Estimates'
category 'MSS Searches' (
[Patient Estimate-Active] is true and
[Patient Estimate-Expires] is between '11-01-11' '11-30-11'
) report (
[Client-Account],
[Client-Full Name] caption 'Client' width 30,
[Patient-Name] caption 'Patient ' width 15,
[Patient Estimate-Name] caption 'Estimate Name' width 15,
[Patient Estimate-Expires],
[Patient Estimate-Date] caption 'Created'
) sort by (4 ascending, 0 ascending, 2 ascending)

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