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

Caveats

• This does not check well visit payments against the contracted amounts.
• You must have contracted amounts loaded in the Insurance Contracts module of OP.

Code

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select b.*,  payment_amount, round(payment_amount-b.total_paid,2) as difference from
(
select patno, cast(date1 as date) as dos, w as well, ins_carrier_code, s as sick, sum(payment) + sum(copayrecd) as total_paid, trnsxno from
(
select at1.patno, at1.date1, at1.cptcode as w, at1.ins_carrier_code, at2.cptcode as s, at3.payment, at3.copayrecd, at2.trnsxno  from archive_Transactions at1
inner join
(select patno, date1,cptcode, trnsxno from archive_transactions where date1  between  :start_date and :end_date and cptcode between '99201' and '99215' and archive_flag=1) at2 on at1.date1 = at2.date1 and at1.patno = at2.patno
left outer join 
(select * from archive_transactions where archive_flag = 1 and (copayrecd >=0.01 or payment >= 0.01) and date1>= :start_date) at3 on at3.txnopaid = at2.trnsxno

where at1.cptcode between '99381' and '99395'
and at1.date1 between :start_date and :end_date
and at1.archive_flag = 1
) a  group by patno, date1, w, ins_carrier_code, s, trnsxno
) b
inner join ins_carrier on ins_carrier.ins_carrier_code = b.ins_carrier_code
inner join ins_carrier_contract on ins_carrier_contract.ins_carrier_id = ins_carrier.carrier_id
left outer join ins_contract_detail on ins_carrier_contract.ins_contract_id = ins_contract_detail.ins_contract_id and b.sick = ins_contract_detail.hcpcs