This is a report contributed/designed by MI2 and written by Visolve. It produces a summary of all financial activity by date-range, or provider. A list_options table can be added to identify “important” codes which can either be shown exclusively to highlighted on the report.
=> Create a list_options with the name “CPT_report_codes” and enter some codes to differentiate the important Codes.
=> Administration -> lists-> New list ( with the name “CPT_report_codes”). Then in that list add codes in the “ID” field.
Will add the above to upgrade sql, etc so the list_option entry will exist before commit.
We are working on some improvements and bug fixes to this too, so this is just a early look code review. Right now it’s not summarizing the CPT codes, just listing each one separately… more SQL-fu needed…
-Tony
If Visolve if willing to learn and am happy to walk through it with them and show what needs to be changed. This is generally what I do for developers that do not know how to use the new security model yet.
Since we are now avoiding hard-coding of code type, would it be possible to:
1. Substitute CPT in labels with Procedure
2. In sql query, grather than hard-code the CPT4, grab all item that are set as ‘Fees’ in Adminisitration->Lists->Code Types (stored in the code_types table)
Thanks for notifying us on the security model and the suggestions. While designing the CPT report, we had considered the existing sales report as the base.
I don;t think using Procedure is a good at this time as the Orders system uses that term and it will be confusing. Here’s what I have asked Visolve to do:
So:
- Menu - Financial Summary by Svc Code
- Use “Service Codes” in place of CPT in all labels
- LBF (list_options) title: “Service Codes for Financial Summary” (no
underlines!)
- PHP pgm - “svc_code_financial_report.php”
- PHP pgm csv output name "svc_financial_report_YYYYMMDD-YYYYMMDD.csv