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SQL: Accounts Receivable for Dates of Service

About

This report shows the CURRENT aging for a set of PAST date of service transactions that you specify.

A sample image of this SQL report run in the Database Viewer is shown below:

Caveats

  • Insurance amounts age between the date of service and today.  
  • Patient amounts age between the date of patient responsibility and today.
  • The date range that you set does not create or recreate your historical aging. For example, if you run this report for 1/1/2018-12/31/2018 on 3/1/2019, it will show you how receivables from 2018 look on 3/1/19. There will be nothing in the insurance side in your 0-30 and 30-60 buckets because no date between 1/1/2018 and 12/31/2018 is under 60 days from 3/1/2019.
  • To see “where are all my receivables currently?” choose the complete date range that you have been running OP (i.e. from date = started using OP date; to date = today). 
  • An “Unvoided PLA” row means you have not voided and reassigned practice level adjustments.   See Billing Transaction Analysis: Practice Level Adjustment for more information.

Code

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with ar as
(
select trnsxno, rend_staff, patno, dos, ins_carrier_code, cptcode, charge, ins_balance, pt_balance, p1 as ins_paid, a1 as ins_adj, c1 as pt_paid, w1 as pt_adj, all_aging, case when all_aging <=30 then '0-30' when all_aging >30 and all_aging <=60 then '31-60' when all_aging >60 and all_aging <=90 then '61-90' when all_aging >90 and all_aging <=120 then '91-120' else '121+'  end as aging from
(
select b.*, case when ins_balance >= 0.01 then cast('today' as date)-dos  when pt_balance >=0.01 then cast('today' as date)- coalesce(pt_resp_date,dos) end as all_aging from
(
select a.* from
(
select trnsxno,staffname as rend_staff, patno,  date1 as DOS, ins_carrier_code, cptcode,  charge, tx_balance as ins_balance, copaybalance as pt_balance, coalesce(p,0) as  p1, coalesce(a,0) as a1, coalesce( c,0) as c1,coalesce(w,0) as w1 from
(select 
 trnsxno, patno, rend_addr_id, cptcode, date1, ins_carrier_code, charge, tx_balance, copaybalance from archive_transactions where date1 between :startdate and :enddate and cptcode not in ('1','2','3','4') and archive_flag = 1) at1
left outer join
(select txnopaid,  sum(payment) as p,  sum(adjustment) as a, sum(copayrecd) as c, sum(copayadjustment) as w from archive_transactions where archive_flag = 1 group by txnopaid) at2 on at2.txnopaid = at1.trnsxno
left outer join
staff1 on staff1.staffid = at1.rend_addr_id
) a
where abs(charge - p1-a1-c1-w1 )>=0.01 and (ins_balance >= 0.01 or pt_balance >=0.01)
) b 
left outer join 
(select txnopaid, max(date1) as pt_resp_date from archive_transactions where cptcode ='4' and archive_flag = 1 group by txnopaid) at3 on b.trnsxno = at3.txnopaid
) c
where patno >99
), patadj as
(
select trnsxno, rend_staff, patno, dos, ins_carrier_code, cptcode, charge, ins_balance, pt_balance, p1 as ins_paid, a1 as ins_adj, c1 as pt_paid, w1 as pt_adj, all_aging, case when all_aging <=30 then '0-30' when all_aging >30 and all_aging <=60 then '31-60' when all_aging >60 and all_aging <=90 then '61-90' when all_aging >90 and all_aging <=120 then '91-120' else '121+'  end as aging from
(
select b.*, case when ins_balance >= 0.01 then cast('today' as date)-dos  when pt_balance >=0.01 then cast('today' as date)- coalesce(pt_resp_date,dos) end as all_aging from
(
select a.* from
(
select trnsxno,staffname as rend_staff, patno,  date1 as DOS, ins_carrier_code, cptcode,  charge, tx_balance as ins_balance, copaybalance as pt_balance, coalesce(p,0) as  p1, coalesce(a,0) as a1, coalesce( c,0) as c1,coalesce(w,0) as w1 from
(select 
 trnsxno, patno, rend_addr_id, cptcode, date1, ins_carrier_code, charge, tx_balance, copaybalance from archive_transactions where date1 between :startdate and :enddate and cptcode not in ('1','2','3','4') and archive_flag = 1) at1
left outer join
(select txnopaid,  sum(payment) as p,  sum(adjustment) as a, sum(copayrecd) as c, sum(copayadjustment) as w from archive_transactions where archive_flag = 1 group by txnopaid) at2 on at2.txnopaid = at1.trnsxno
left outer join
staff1 on staff1.staffid = at1.rend_addr_id
) a
where abs(charge - p1-a1-c1-w1 )>=0.01 and (ins_balance >= 0.01 or pt_balance >=0.01)
) b 
left outer join 
(select txnopaid, max(date1) as pt_resp_date from archive_transactions where cptcode ='4' and archive_flag = 1 group by txnopaid) at3 on b.trnsxno = at3.txnopaid
) c
where patno = -5)

select 'True Receivables' as rowtype, aging, sum(ins_balance) as insag, sum(pt_balance) as ptag from ar group by aging 
union
select 'Unvoided PLA' as rowtype, aging, sum(ins_balance) as insag, sum(pt_balance) as ptag from patadj group by aging