We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

SQL: Posted Credits


This report shows posted credits (where money came into the office) of method CC (credit card), CA (cash), or CK (check) on a date you specify, along with the staff member who posted the credit in OP.

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


  • This pulls daysheeted and nondaysheeted credits! For example, if you run your daysheet at 4:15 pm, but then Ms. Test comes in at 4:55 to pay on her bill, this report will show Ms. Test, but it WON'T BE ON YOUR DAYSHEET YET.
  • It only shows actual money received.  Transfers between sibs, etc. are NOT shown.
  • It doesn't show refunds and voids.  This is very important!   Let's say Rita Receptionist collects a $10 copay and posts it.   But then five-minutes later Receptionist Rita realizes that it is a checkup and no copay was due and she hands the $10 bill back to the mom and voids the credit in OP 14.  This report will show you that the $10 was collected, but it does not show you that the $10 was returned.   


To highlight and copy the code below to your clipboard, simply click the Copy button.

select pca_id as transaction_number, patno as patient_chart, date1, pat_amount,deposit_method, deposit_source, staffname   from patient_credit_acct
left outer join staff1 on staff1.staffid = patient_credit_acct.staffid where date1 = :date_to_check
and  pat_amount <> 0 and deposit_method in ('CC','CA','CK')