Report - Financial Summary by Service Code

juggernautsei wrote on Thursday, November 01, 2012:

Hi Rod / Visolve,

We have been trying to use this report but the information that it is returning is incorrect. We have echo techs in the office and know how many  96000 codes should have been done in the last month (126)  but the system is giving us 39 were done.

We are using v4.1.1 WAMP install.

We select the last quarter that is July 1 through Sept 31. We get:

Procedure Codes   Units    Amt Billed    Paid Amt    Adjustment Amt    Balance Amt 
93000                          6          180.00       118.38               49.80                   11.82
93306                         39         25,350.00 10,661.52         13,578.72           1,109.76

Grand Total                45        25,530.00 10,779.90         13,628.52           1,121.58

Unfortunately this is not close to right.

Could you take a look at how the code is generating this report?

Regards,
Sherwin
openmedpractice.com

wjbaptis wrote on Monday, December 31, 2012:

Is this issue being worked on? I noticed that the last patch did not fix it. Or, are we using it the incorrect way?

wjbaptis wrote on Thursday, January 10, 2013:

Looks like this report displays only the invoices that have a creation date and any payments between the to and from dates. Invoices created outside the range with payments within the range are not displayed. Is this how the  report is supposed to work?

visolveemr wrote on Friday, February 01, 2013:

Hello Sherwin,

Thanks for the patience.

For Identify the Total Count of the code:

mysql> select sum(b.units) as units from form_encounter as fe JOIN billing as b on b.pid=fe.pid and b.encounter=fe.encounter where b.code=‘93306’ and fe.date >= ‘2012-07-01 00:00:00’ AND fe.date <= ‘2012-09-31 23:59:59’;

For Identify the Billed code:

mysql> select sum(b.units) as units from form_encounter as fe JOIN  billing as b on b.pid=fe.pid and b.encounter=fe.encounter JOIN (select encounter,pid,code from ar_activity group by code) as ar on ar.encounter=b.encounter and ar.pid=b.pid and ar.code=b.code where b.code=‘93306’ and fe.date >= ‘2012-07-01 00:00:00’ AND fe.date <= ‘2012-09-31 23:59:59’;

This queries will help you to identify the Total and Billed code (93306) For the specified quarter. Try tp run the query and compare with the report result.

Here another thread regarding this issue: https://sourceforge.net/projects/openemr/forums/forum/202504/topic/6608659/index/page/1

Thanks,
Ranjith
www.visolve.com

juggernautsei wrote on Wednesday, December 03, 2014:

Hello Ranjith (if you are still with Visolve)

Sorry for the two year later reply.
I have a practice that is trying to use this form and I would have suspected this to be fixed by now. But oddly enough it is still malfunctioning.

I tried the mysql statements and received units 674.

mysql>select sum(b.units) as units from form_encounter as fe JOIN billing as b on b.pid=fe.pid and b.encounter=fe.encounter where b.code=‘724.8’ and fe.date >= ‘2012-07-01 00:00:00’ AND fe.date <= ‘2012-09-31 23:59:59’;

What should I do now?