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.
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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')