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Static Pages
- About
September 9, 2011, 17:13
Synergistic Office Solutions, Inc. 17445 East Apshawa Road Clermont, FL 34715 Tel: 352-242-9100 Fax: 352-242-9104 http://www.sosoft.com http://help.so…
- Flyspeed SQL Query: Getting Started
March 15, 2012, 20:49
Flyspeed is a general purpose query tool that is compatible with SOS's Sybase SQL Anywhere database, as well as most other popular databases, such as Microsoft…
- How-To (SOS 2009 and older)
September 8, 2011, 21:39
First, it is necessary to configure your user ID in the Admin Module (Users and Passwords) to allow access from 3rd party products (Access tab option…
- How-To (SOS 2010 and Newer)
August 1, 2011, 16:36
The following instructions are specifically for SOS Release 2010 and later. First, it is necessary to configure your user ID in the Admin Module (Users…
- Table of Contents
September 20, 2011, 14:12
This page contains the site table of contents. Use it to quickly find content on this website.
- Welcome to the SOS Query Library
September 9, 2011, 14:54
Whether you are looking for examples to help you learn how to write your own queries or are looking for something ready-to-run, there is a very…
Queries
- Category: All Queries (46)
- Accounts and Payors in Collections by: admin
September 9, 2011, 15:08
I need a list showing all patients that are in collections. Actually, patients are not in collections in SOS, payors are. The following query produces a…
- Active Patient Balances Sorted by Primary Provider by: admin
September 9, 2011, 17:41
Our practice has 40+ therapists and we would like to be able to give them a simple monthly report showing account balances due by patients. SELECT …
- Active Patients Who Have Turned 18 During Treatment by: admin
September 9, 2011, 17:48
SELECT COALESCE(b.provcode,'None') AS "Primary Prov", a.lastname, a.firstname, a.ID, DATEDIFF(year,DOB,intakedate) AS "Age At Intake", DATEDIFF(year,DOB,C…
- Active Patients with No Current Insurance by: admin
September 9, 2011, 20:03
I am lookng for a query that would be me a list of active patients, along with their birth dates and primary providers, for whom there is no current…
- Active Patients with Zero Balance and No Recent Activity by: admin
September 9, 2011, 20:10
Is there a report or query that we can run that will give us a list of the active patients with a zero balance and no activity within the last 31 days? In…
- Active Patients Without a Diagnosis by: admin
September 9, 2011, 20:08
I am interested in running a report based on the active patients who currently lack a Diagnosis code on their records. I currently have a flag prior to…
- Adjustments by Type and by Client for a Period by: admin
September 9, 2011, 20:13
I want a detailed or summary report of adjustments for a particular date range, grouped by type and then by client. The detailed query would…
- Aged Unapplied Credits by: admin
December 7, 2011, 16:36
Is there a query out there that takes the unapplied (pre-pay) figure (obtained from an Aging Report) and breaks it down over a specified time period? I assume…
- Aging Grouped By Insurance Carrier by: admin
September 9, 2011, 20:16
I am looking for an aging report that displays just the insurance payor aging, grouped by carrier. That is, a report that has Insurance Carrier as a group…
- Annual Sessions Remaining in Authorization by: admin
September 9, 2011, 20:21
Is there any way with SOS to track the total sessions a patient has used towards their yearly total? We know that sessions used towards authorized…
- Appointment Count by Patient Category and Appointment Type by: admin
April 24, 2012, 20:01
We need a report that provides total number of a particular type of appointment by pt category for a specified period. Be sure to adjust the date range in…
- Appointment Counts By Month by: admin
September 9, 2011, 20:35
We are looking at the Televox phone reminder system and want to get a good idea on what our costs will be. It would be helpful to know the number of…
- Appointment Times Scheduled After Cancellation by: admin
September 9, 2011, 20:42
I would like to know if a cancelled appointment time slot was later re-scheduled with an appointment that was kept. The query below lists the original…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- Billed Charges by Payor by: admin
September 9, 2011, 21:22
"Is there any report that will tell me how many claims were filed to the carriers? I’m looking to identify which carrier we send the most claims to." The…
- Billing Addresses For Mail Merge by: admin
September 9, 2011, 21:28
The following query will create an Excel file suitable for Mail Merge use. The results will have information from the "Bill To" tab of patient information, if…
- Birthdays and Ages by: admin
September 9, 2011, 21:31
How do I calculate current ages? I am trying to create a list of active patients 18 and younger with their ages and birthdays. You might think that you…
- Charges By Sort Code by: seth
September 9, 2011, 21:45
SELECT b.lucode AS Code, b.remark AS Description, SUM(a.chgsplamt) AS Charges FROM rv_charges a JOIN lookups b ON a.sortcode=b.lunum WHERE …
- Checking for Fields that Should Be Included in Encounter Import by: admin
March 7, 2012, 22:16
The following query generates an HTML report that indicates the field elements that should be considered for inclusion if you are planning to import encounter…
- CHIP Patients List by: seth
September 9, 2011, 21:48
We have a state-funded Children’s Health Insurance Program (CHIP) that is offered via a number of commercial insurers. Like all states, the public money is…
- Completed Patients With Address For Mail Merge by: seth
September 9, 2011, 21:54
We are looking to send a brief survey to patients who have recently completed treatment. We hope to use their feedback to improve our services. Since…
- Count of Intakes for Past 365 Days With Specified Dx by: admin
April 17, 2012, 21:18
We need the total number of new (the past 365 days) intakes that were given a primary or secondary diagnosis of 304.4, including sub-diagnoses. In addition to…
- Count of Patients and Services by Provider, Pt Category, Service Code by: seth
September 9, 2011, 21:56
Give me a count of unique patients and a count of services rendered, grouped by provider, patient category, and service code for a specified date range. SELECT…
- Count Of Patients By Insurance Plan by: seth
September 9, 2011, 22:02
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count Of Patients By Insurance Plan by: admin
October 14, 2011, 16:26
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count of Patients by Provider with and without Medicaid by: admin
September 10, 2011, 12:56
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression that…
- Count of Patients by Provider with and without Medicaid by: admin
October 14, 2011, 16:37
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count Of Patients For An Age Range by: admin
September 10, 2011, 13:03
The following will give you a count of patients with activity in calendary year 2006 who were between 13 and 19 on the last day of 2006. SELECT COUNT(DISTIN…
- Count Of Patients For An Age Range by: admin
October 14, 2011, 16:39
The following will give you a count of patients with activity in calendary year 2006 who were between 13 and 19 on the last day of 2006. SELECT COUNT(DISTIN…
- CPT Code Count for Period and Payor by: admin
September 12, 2011, 22:49
Does anybody have a query that will allow me to get a count of CPT code units by insurance plan (BCBS) over a specified time frame? I specifically need to…
- Credits by Sort Code by: admin
October 6, 2011, 22:54
In SOS SortCode values can be assigned to charge entries, credit entries, or both. As a result, there are a couple of ways to group and sort credits by…
- Detailed and Summary Views of Cash Receipts for a Period by: admin
December 21, 2011, 23:28
If I am looking back at total credits by cash over a 10 year period and I wanted specifics on when the cash was posted and what the client name is that we…
- Flyspeed SQL Query: How to configure your SOSDATA connection by: seth
March 15, 2012, 20:43
Flyspeed is a general purpose query tool that is compatible with SOS's Sybase SQL Anywhere database, as well as most other popular databases, such as Microsoft…
- Identifying Accounts with Unapplied "Balance Forward" Amounts by: seth
February 17, 2012, 21:44
During the conversion of data from the old DOS software to the Windows version of SOS, one option was to create a dummy payor called "Balance Forward" and…
- In Collection Balances by Provider, Age Group, and Diagnosis by: admin
October 11, 2011, 22:41
Would it be possible to create a query to show total due from collections accounts by primary provider, primary diagnostic code, and age groups of the…
- Insurance Carriers with Active Patients by: admin
March 30, 2012, 15:55
In order to clean up my list of insurance carriers in SOS I would like to list all active Insurance Carrier’s/ Plans (defined as insurances with Patients…
- Insurance Services by Carrier for Period by: admin
December 21, 2011, 22:45
We looking for a report that will list all sessions that have been billed for each insurance company during a month. For example, the report would list out…
- Mailing Labels for Active Patients with Zero Balance by: admin
January 12, 2012, 17:22
I would like to send a flyer to all patients who have no balance and who have been seen within the last six months. The following query specifies only that…
- Medicaid Patients by Rendering Provider within Specified Date Range by: admin
March 8, 2012, 22:41
I need a report that lists Medicaid clients seen between a specific date range by rendering provider. The following query should deliver the goods. Because…
- Patients with Primary Provider and Primary Dx, Sorted by Provider Code by: admin
December 19, 2011, 16:49
This query demonstrates the use of IF expressions to display "None" rather than "NULL" wherever there is no primary provider or dx. SELECT Patients.LastNam…
- Referring Physicians for Payors with ID’s and Patient Count by: admin
October 21, 2011, 14:26
I'm writing a query and want to print out medicare and bcbs numbers in addition to default id for referral sources. I can get the defaultid from refsrcs but…
- Reversed unapplied credits (refunds) for a period by: admin
February 7, 2012, 22:10
I need a list and total of reversed unapplied credits for a period of time. Well, once you understand that reversing an unapplied credit generates a REFUND…
- Screening Today's Appointments for Outstanding Balances by: admin
October 18, 2011, 22:13
We would like to do a daily query to alert us to any patients with an appointment for today who have an outstanding balance of 0 or more and have been…
- Service Count and Units By Patient Category, Provider Type, and Service Code by: admin
April 24, 2012, 19:58
We need a report that provides units provided/charges for a specified patient category, broken down by provider type and service code for a specified date…
- Service Count, Total Charges, and Applied Payments by Provider and Patient Category by: admin
May 14, 2012, 15:59
We would like to know the income generated for services based on provider and patient category. The following query shows these results in a "ROLLUP" grid,…
- Total of Non-Insurance Payments by Year by: seth
February 15, 2012, 21:24
I need the yearly total of non-insurance payments for the years of 2010 and 2011. Although this is a relatively easy query, it is a good demonstration of…
- Accounts and Payors in Collections by: admin
- Category: Billing Analysis (16)
- Aged Unapplied Credits by: admin
December 7, 2011, 16:36
Is there a query out there that takes the unapplied (pre-pay) figure (obtained from an Aging Report) and breaks it down over a specified time period? I assume…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- Charges by Place of Service and Year by: admin
October 20, 2011, 16:03
SELECT sum(chgsplamt) as "totalcharge", defcode as "POS", year(trandate) as "year" FROM rv_charges a join poscodes b on a.poscodenum=b.poscod…
- Charges by Sort Code by: admin
October 20, 2011, 15:56
SELECT b.lucode as Code, b.remark as Description, SUM(a.amount) as Charges FROM rv_charges a JOIN lookups b ON a.sortcode=b.lunum WHERE …
- Count Of Patients By Insurance Plan by: admin
October 14, 2011, 16:26
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- CPT Code Count for Period and Payor by: admin
September 12, 2011, 22:49
Does anybody have a query that will allow me to get a count of CPT code units by insurance plan (BCBS) over a specified time frame? I specifically need to…
- Detailed List of Charge Balances by Payor On Specified Date by: admin
October 14, 2011, 16:55
We have an audit coming up and would like to have a detailed listing, down to the charge split level, of unpaid charges on the last day of our fiscal year. It…
- Fees and Service Count by Payor, CPT, Service, SortCode, Month, and Year by: admin
October 14, 2011, 18:39
I have a query to tell me the sum of fees and number of services by payor, cpt code, service code, and SortCode, but I would like to break down that data by…
- Fees By Year and Week by: admin
October 14, 2011, 18:40
We want to see a breakdown of fees charged by year and week. Here we use some interesting functions, such as DATEPART, which returns a specified portion of…
- Future Dated Transactions And Splits by: admin
October 14, 2011, 18:43
Having trouble reconciling your aging reports? The likely reason is that you have charge splits or credit splits with dates in the future. Aging is based on…
- Insurance Services by Carrier for Period by: admin
December 21, 2011, 22:45
We looking for a report that will list all sessions that have been billed for each insurance company during a month. For example, the report would list out…
- Non-Insurance Balance By Place of Service, Date Range, and Provider by: admin
October 14, 2011, 21:19
I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider. The…
- Number of Services for Patients by Service Code and Rendering Provider by: admin
October 21, 2011, 14:06
Here is the information I need: Clients name: (using the Intake as of Sept. 2003) Providers name: Number of times in Individual sessions (CPT 90806 Code:…
- Outstanding Account Cleanup by: admin
October 14, 2011, 21:20
Would it be possible to write a query to do the following: List the patient name, account number, outstanding balance and provider For any account that has…
- Projected Collections for Period by Site by: admin
October 17, 2011, 13:10
We go through our daily schedules each day to look at the amount of money to be collected from the patients. The amount is the amount of outstanding non-insuran…
- Service Count By Provider, Patient Category and Service Code For Period by: admin
October 17, 2011, 13:11
I need total # of services rendered broken down by provider, patient category, and service code, for a specific time frame. SELECT (a.provfname + ' '+a.provln…
- Aged Unapplied Credits by: admin
- Category: General (4)
- Intake Count for Period by: admin
October 20, 2011, 19:49
“Is there a way that I might be able to run a report that will tell me the exact number of intakes in a given period of time?” SELECT Patients.LicNum,…
- Patients with Scheduler and Transaction Screen Warnings by: admin
October 17, 2011, 13:03
As we move into next year, we must prepare for our usual mad flurry of activity in updating patient records to reflect the new calendar year. Deductibles need…
- Staff Productivity by: admin
October 17, 2011, 13:14
Recently we have allowed one of our part time staff to telecommute from home. She has a VPN connection to our Terminal Server here at the main office. Any…
- Working With User-Defined Field Dates by: admin
October 17, 2011, 14:00
Dates in UD fields that are configured to use date entry pictures (such as "@D2") are stored as numbers that represent the number of days since 12/28/1800. So…
- Intake Count for Period by: admin
- Category: Management (46)
- Active Patient Count For Date Range by: admin
October 21, 2011, 14:49
This simple query tells you how many patients have charge entries in their ledgers between two dates. The keyword DISTINCT in the COUNT() function eliminates…
- Active Patients with No Service in Last 90 Days by: admin
October 20, 2011, 20:46
SELECT "name/id", lfeedate as “Last Service”, priprvcode as “Primary Provider” FROM rv_patients WHERE flag = 0 and…
- Admissions by Zipcode by: admin
October 21, 2011, 14:45
Start with the basic count of intakes between two dates, grouped by zip code: SELECT zip, COUNT(*) AS "N" FROM rv_patients WHERE intakedate…
- Charges by Sort Code by: admin
October 20, 2011, 15:56
SELECT b.lucode as Code, b.remark as Description, SUM(a.amount) as Charges FROM rv_charges a JOIN lookups b ON a.sortcode=b.lunum WHERE …
- Checking for Fields that Should Be Included in Encounter Import by: admin
March 7, 2012, 22:16
The following query generates an HTML report that indicates the field elements that should be considered for inclusion if you are planning to import encounter…
- Count of Referrals by Primary Provider and Referral Source, for Intake Date Range by: admin
October 14, 2011, 16:41
Show number of referrals by referral source, sorted by provider, for a specified intake date range. This query illustrates the use of an IF...ELSE...ENDIF…
- Count Service Dates for Patients, Grouped by Rendering Provider by: admin
October 20, 2011, 20:42
“Any suggestions on how to create a query that would provide a count of the Dates Of Service for each patient within a specified date range? I would also…
- CPT Code Count for Period and Payor by: admin
September 12, 2011, 22:49
Does anybody have a query that will allow me to get a count of CPT code units by insurance plan (BCBS) over a specified time frame? I specifically need to…
- Credits by Sort Code by: admin
October 6, 2011, 22:54
In SOS SortCode values can be assigned to charge entries, credit entries, or both. As a result, there are a couple of ways to group and sort credits by…
- Diagnosis Queries by: admin
October 14, 2011, 16:53
I want to do some queries that include the patients' diagnoses. Where do I find that information? That seems like such a simple question, but the answer is…
- Diagosis Codes In Use by: admin
October 14, 2011, 18:38
This query returns a list of diagnoses that are currently in use in Claim Setups in OM and in DSM Profiles in CM. These are the ones that you will have to…
- Discharged Patients With Rendering Provider by: admin
October 14, 2011, 18:28
This query delivers a list of discharged patients with rendering provider and discharge date. If the patient was seen by more than one provider, he or she will…
- E-Mail Addresses For Active Patients by: admin
October 14, 2011, 18:39
I need a list of active patients with their email addresses. Only list those with emails, and sort in order by name. SELECT DISTINCT a.lastname, a.firstname,…
- Expiring Authorizations by Primary Provider by: admin
October 21, 2011, 15:10
I don't know about other people but, I could really use query to provide a simple table of PA's that are nearly exhausted. The MC auth report is just too…
- Fees and Service Count by Payor, CPT, Service, SortCode, Month, and Year by: admin
October 14, 2011, 18:39
I have a query to tell me the sum of fees and number of services by payor, cpt code, service code, and SortCode, but I would like to break down that data by…
- Identifying Treatment Dropouts by: admin
October 14, 2011, 18:53
We know that about 25% of patients stop coming after the third session (including intake). (Another query tells us that). We are interested in surveying these…
- Intake Count for Period by: admin
October 20, 2011, 19:49
“Is there a way that I might be able to run a report that will tell me the exact number of intakes in a given period of time?” SELECT Patients.LicNum,…
- Intakes for Period with Age at Intake by: admin
October 14, 2011, 18:56
I would like to have a SQL command that shows the patient name, date of birth, intake date, and only patients who had the service eval which is 90801 on the…
- Intakes for Period with Primary Dx, Primary Provider, and Office Location by: admin
October 14, 2011, 19:02
I need a query that can be done by date range for charge with a CPT code of 90801 and will print out the ID, Name, Primary Dx, Primary Provider, and Office…
- Length of Stay by Provider by: admin
October 21, 2011, 14:37
Let’s take a look at this request from a detailed and summary angle. SELECT Lastname, firstname, id, COALESCE(provcode,'None') AS "Provider",…
- List Next Treatment Plan Reviews by: admin
October 14, 2011, 19:09
This query demonstrates the use of a subquery to create values in a column -- nextreviewdate, in this case. Adjust the date range as needed. SELECT …
- List Patients Based on True Date of First Service by: admin
October 20, 2011, 20:52
A user complained that he could not use the intake date recorded in the system because it did not reflect the true date of first service. (The intake date…
- List Patients with No Primary Diagnosis by Primary Provider by: admin
October 21, 2011, 15:07
This is a relatively easy query that can be used to generate a list of patients for which no diagnosis has been entered. Technically, the selection is for a…
- Listing Patients With UserSort Fields by: admin
October 14, 2011, 20:27
I am trying to do a query on the additional tab of a client. We have renamed the 3 squares (in a row) and not sure what they were called Can you give me a…
- Mailing Labels by Primary Provider, Pt Category, and Age by: admin
October 14, 2011, 21:12
I want to print sets of patient mailing labels, but filtering for specified primary provider codes, patient category, and patient age. Include only patients…
- Mailing Labels for Patients with Specific Insurance Payors by: admin
October 20, 2011, 20:49
We need to send letters to all of our psychiatrists' patients catagorized by insurance payor. How can I get mailing labels for these letters? The scenario is…
- Mailing Labels For Payors In Collections by: admin
October 14, 2011, 19:04
I need mailing labels for Payors with a collection date of 1/1/11 and greater, excluding accounts that are paid in full. The date that a payor is sent to…
- Number of Services for Patients by Service Code and Rendering Provider by: admin
October 21, 2011, 14:06
Here is the information I need: Clients name: (using the Intake as of Sept. 2003) Providers name: Number of times in Individual sessions (CPT 90806 Code:…
- Outstanding Account Cleanup by: admin
October 14, 2011, 21:20
Would it be possible to write a query to do the following: List the patient name, account number, outstanding balance and provider For any account that has…
- Patient Count for Period by SortCode by: admin
October 21, 2011, 15:00
This one is a variation on other, earlier queries. The difference here is the introduction of SortCode. SortCode is a value specified when entering charges and…
- Patient List by Rendering Provider by: admin
October 20, 2011, 20:38
Here is a query that will show the patient on the list for every provider who ever provided services for that patient (so that patient could show up on…
- Patient List with Dates of Referral, Intake, and Discharge by: admin
October 20, 2011, 19:57
“I need a listing of: Active clients for a specific Patient category (one of our sites, #103), that will list: 1. Date of referral (and I want to be able…
- Patient Visits By Provider by: admin
October 17, 2011, 12:32
Does anyone out there have a query we can use to get data regarding the number of visits a client makes to a provider? We would like to follow how often people…
- Patients by Last Four Digits of Social Security Number by: admin
October 20, 2011, 20:58
Recently we had an audit done by an outside agency that used the last 4 digits of the SS# to identify the patient charges they chose to audit. We have a need…
- Patients Seen In Period With Insurance And Provider by: admin
October 17, 2011, 12:37
Is there a query that will list all clients that were seen in a certain time frame along with name of insurance for a specific provider? Adjust the desired…
- Patients with Diagnosis in Any Position, By Provider by: admin
October 17, 2011, 13:04
We have been asked to give statistics regarding how many dual diagnosis clients we treat during a specific time period. I can run a report requesting the…
- Patients with Identifying Data, Provider, and Visit Count for Specified SortCodes by: admin
October 17, 2011, 12:54
We have a report that need to be done for the state each month for some of our clients. what I need is a query (to go out to a Lotus or excel spreadsheet) that…
- Patients With Specified Diagnosis, Intake Date, And Last Date of Service by: admin
October 17, 2011, 13:06
I want to see a list of clients bearing a certain diagnosis, along with their intake date, each of their four diagnoses, and last date of service. SELECT …
- Patients with Zero Balance by: admin
October 20, 2011, 20:33
“Is there a way to print out a list of the active clients who have zero balances, without printing out a list of ALL of the active clients? Having this…
- Referral Source, Patient Count and Charges By Month by: admin
October 21, 2011, 14:31
The unique thing about this query is that it creates a grid with the months across the top. For each Referral Source/Year there is a single row. SELECT …
- Service Count and Units By Patient Category, Provider Type, and Service Code by: admin
April 24, 2012, 19:58
We need a report that provides units provided/charges for a specified patient category, broken down by provider type and service code for a specified date…
- Service Count By Provider, Patient Category and Service Code For Period by: admin
October 17, 2011, 12:29
I need total # of patients seen, broken down by provider, patient category, and service code, for a specific time frame. SELECT (a.provfname + ' '+a.provlname…
- Services For Specified Payors For Period by: admin
October 17, 2011, 13:12
I need a query that would yield all services provided for August and September grouped by the effected insurance carriers. It would be helpful if the…
- Session Distribution By Provider by: admin
October 17, 2011, 13:13
I would like to look at each provider in terms of number of clients who were only seen 1x, 1-3x, 4-6x, and more than 6x. I am looking at trends with regards…
- Staff Productivity by: admin
October 17, 2011, 13:14
Recently we have allowed one of our part time staff to telecommute from home. She has a VPN connection to our Terminal Server here at the main office. Any…
- Treatment Plan Reviews In Next Thirty Days by: admin
October 17, 2011, 13:59
Case Manager displays "Next Treatment Plan Review Date" – I would like to print a list of upcoming treatment plan reviews. There are several advanced…
- Active Patient Count For Date Range by: admin
- Category: Payment Analysis (22)
- Aged Unapplied Credits by: admin
December 7, 2011, 16:36
Is there a query out there that takes the unapplied (pre-pay) figure (obtained from an Aging Report) and breaks it down over a specified time period? I assume…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- Collections by Service for Period by: admin
October 20, 2011, 16:55
“I have a need for a report that would breakdown monies collected for each service code over a specified time period.” This one selects based on the…
- Credit Breakdown by Payor for Service Date Range by: admin
October 20, 2011, 16:16
Breaks down credits applied to services in a date range groups by insurance payor. Select payorname, payornum, credtype, count(distinct…
- Credit Breakdown by Payor Type for Service Date Range by: admin
October 20, 2011, 16:11
Breaks down credits applied to services in a date range by type and groups by payor type. Select payortype, Credtype, count(distinct…
- Credits by Sort Code by: admin
October 6, 2011, 22:54
In SOS SortCode values can be assigned to charge entries, credit entries, or both. As a result, there are a couple of ways to group and sort credits by…
- Credits Without Sort Codes By Primary Provider by: admin
October 14, 2011, 16:50
We have discovered that some credit entries were entered without specifying a Sort Code, which we need for reporting purposes. I need a total amount of such…
- Future Dated Transactions And Splits by: admin
October 14, 2011, 18:43
Having trouble reconciling your aging reports? The likely reason is that you have charge splits or credit splits with dates in the future. Aging is based on…
- Last Payments by: admin
October 20, 2011, 16:18
You asked for a report that includes last payment information. This information is readily available in the database, but we have never included it in any of…
- Outstanding Account Cleanup by: admin
October 14, 2011, 21:20
Would it be possible to write a query to do the following: List the patient name, account number, outstanding balance and provider For any account that has…
- Patients with Appointments Today and a Significant Balance, Sorted by Site and Provider by: admin
October 17, 2011, 12:42
List the names of patients with balances of 0 or more, sorted by site and provider, who are scheduled to be seen on the day the query is run. SELECT …
- Patients with Unapplied Payments and Outstanding Balances by: admin
October 17, 2011, 12:57
I need a report that shows me all of the patients who have an unapplied credit AND a patient balance. At the end of the month I need to run a this report and…
- Payment Latency for Specified Payor Number by: admin
October 20, 2011, 19:46
In order to determine how many days it takes a payor to pay your claims, you can examine firstbilled and paiddate values in JChgSplits. The following query…
- Payments by Place of Service and Year by: admin
October 20, 2011, 16:00
SELECT year(c.trandate) as YEAR, defcode as POS, sum(crsplamt) as "TOTAL PAID" FROM jcrsplits a join jcredits b join journal c …
- Payments By Provider For Two Periods by: admin
October 17, 2011, 13:08
This query is interesting in that here we use correlated subqueries in the SELECT list to produce the subtotals for columns 2 and 3. SELECT provcode, …
- Payments by Service and Sort Code for Period by: admin
October 17, 2011, 13:09
I need a break down of payments totalled by Service Code and Sort Code. We use the SortCode field on the Charge entry to indicate the facility where the…
- Projected Collections for Period by Site by: admin
October 17, 2011, 13:10
We go through our daily schedules each day to look at the amount of money to be collected from the patients. The amount is the amount of outstanding non-insuran…
- Referral Source, Patient Count and Charges By Month by: admin
October 21, 2011, 14:31
The unique thing about this query is that it creates a grid with the months across the top. For each Referral Source/Year there is a single row. SELECT …
- Service Count, Total Charges, and Applied Payments by Provider and Patient Category by: admin
May 14, 2012, 15:59
We would like to know the income generated for services based on provider and patient category. The following query shows these results in a "ROLLUP" grid,…
- Total Amount In Collections by: admin
October 17, 2011, 13:57
Once we change a Patient's Billing Options to "date turned over to collections", this patient now appears as the color red in the Active Patients List. Is…
- Total Credits Without Sort Codes By Primary Provider by: admin
October 17, 2011, 13:58
SELECT p.provcode, r.provlname, SUM(amount) FROM journal j, patients p, providers r WHERE j.ptnum=p.ptnum AND p.providernum=r.provider…
- Total Credits without Sort Codes, by Primary Provider by: admin
October 20, 2011, 15:53
SELECT p.provcode, r.provlname, SUM(amount) FROM journal j, patients p, providers r WHERE j.ptnum=p.ptnum AND p.providernum=r.…
- Aged Unapplied Credits by: admin
- Category: Queries - Accounting (37)
- Accounts and Payors in Collections by: admin
September 9, 2011, 15:08
I need a list showing all patients that are in collections. Actually, patients are not in collections in SOS, payors are. The following query produces a…
- Active Patient Balances Sorted by Primary Provider by: admin
September 9, 2011, 17:41
Our practice has 40+ therapists and we would like to be able to give them a simple monthly report showing account balances due by patients. SELECT …
- Active Patients with Zero Balance and No Recent Activity by: admin
September 9, 2011, 20:10
Is there a report or query that we can run that will give us a list of the active patients with a zero balance and no activity within the last 31 days? In…
- Adjustments by Type and by Client for a Period by: admin
September 9, 2011, 20:13
I want a detailed or summary report of adjustments for a particular date range, grouped by type and then by client. The detailed query would…
- Aged Unapplied Credits by: admin
December 7, 2011, 16:36
Is there a query out there that takes the unapplied (pre-pay) figure (obtained from an Aging Report) and breaks it down over a specified time period? I assume…
- Aging Grouped By Insurance Carrier by: admin
September 9, 2011, 20:16
I am looking for an aging report that displays just the insurance payor aging, grouped by carrier. That is, a report that has Insurance Carrier as a group…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- Billed Charges by Payor by: admin
September 9, 2011, 21:22
"Is there any report that will tell me how many claims were filed to the carriers? I’m looking to identify which carrier we send the most claims to." The…
- Charges by Place of Service and Year by: admin
October 20, 2011, 16:03
SELECT sum(chgsplamt) as "totalcharge", defcode as "POS", year(trandate) as "year" FROM rv_charges a join poscodes b on a.poscodenum=b.poscod…
- Charges By Sort Code by: seth
September 9, 2011, 21:45
SELECT b.lucode AS Code, b.remark AS Description, SUM(a.chgsplamt) AS Charges FROM rv_charges a JOIN lookups b ON a.sortcode=b.lunum WHERE …
- Checking for Fields that Should Be Included in Encounter Import by: admin
March 7, 2012, 22:16
The following query generates an HTML report that indicates the field elements that should be considered for inclusion if you are planning to import encounter…
- Collections by Service for Period by: admin
October 20, 2011, 16:55
“I have a need for a report that would breakdown monies collected for each service code over a specified time period.” This one selects based on the…
- Credit Breakdown by Payor for Service Date Range by: admin
October 20, 2011, 16:16
Breaks down credits applied to services in a date range groups by insurance payor. Select payorname, payornum, credtype, count(distinct…
- Credit Breakdown by Payor Type for Service Date Range by: admin
October 20, 2011, 16:11
Breaks down credits applied to services in a date range by type and groups by payor type. Select payortype, Credtype, count(distinct…
- Credits by Sort Code by: admin
October 6, 2011, 22:54
In SOS SortCode values can be assigned to charge entries, credit entries, or both. As a result, there are a couple of ways to group and sort credits by…
- Credits Without Sort Codes By Primary Provider by: admin
October 14, 2011, 16:50
We have discovered that some credit entries were entered without specifying a Sort Code, which we need for reporting purposes. I need a total amount of such…
- Detailed List of Charge Balances by Payor On Specified Date by: admin
October 14, 2011, 16:55
We have an audit coming up and would like to have a detailed listing, down to the charge split level, of unpaid charges on the last day of our fiscal year. It…
- Fees and Service Count by Payor, CPT, Service, SortCode, Month, and Year by: admin
October 14, 2011, 18:39
I have a query to tell me the sum of fees and number of services by payor, cpt code, service code, and SortCode, but I would like to break down that data by…
- Fees By Year and Week by: admin
October 14, 2011, 18:40
We want to see a breakdown of fees charged by year and week. Here we use some interesting functions, such as DATEPART, which returns a specified portion of…
- Future Dated Transactions And Splits by: admin
October 14, 2011, 18:43
Having trouble reconciling your aging reports? The likely reason is that you have charge splits or credit splits with dates in the future. Aging is based on…
- In Collection Balances by Provider, Age Group, and Diagnosis by: admin
October 11, 2011, 22:41
Would it be possible to create a query to show total due from collections accounts by primary provider, primary diagnostic code, and age groups of the…
- Last Payments by: admin
October 20, 2011, 16:18
You asked for a report that includes last payment information. This information is readily available in the database, but we have never included it in any of…
- Non-Insurance Balance By Place of Service, Date Range, and Provider by: admin
October 14, 2011, 21:19
I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider. The…
- Number of Services for Patients by Service Code and Rendering Provider by: admin
October 21, 2011, 14:06
Here is the information I need: Clients name: (using the Intake as of Sept. 2003) Providers name: Number of times in Individual sessions (CPT 90806 Code:…
- Outstanding Account Cleanup by: admin
October 14, 2011, 21:20
Would it be possible to write a query to do the following: List the patient name, account number, outstanding balance and provider For any account that has…
- Patients with Unapplied Payments and Outstanding Balances by: admin
October 17, 2011, 12:57
I need a report that shows me all of the patients who have an unapplied credit AND a patient balance. At the end of the month I need to run a this report and…
- Patients with Zero Balance by: admin
October 20, 2011, 20:33
“Is there a way to print out a list of the active clients who have zero balances, without printing out a list of ALL of the active clients? Having this…
- Payment Latency for Specified Payor Number by: admin
October 20, 2011, 19:46
In order to determine how many days it takes a payor to pay your claims, you can examine firstbilled and paiddate values in JChgSplits. The following query…
- Payments by Place of Service and Year by: admin
October 20, 2011, 16:00
SELECT year(c.trandate) as YEAR, defcode as POS, sum(crsplamt) as "TOTAL PAID" FROM jcrsplits a join jcredits b join journal c …
- Payments By Provider For Two Periods by: admin
October 17, 2011, 13:08
This query is interesting in that here we use correlated subqueries in the SELECT list to produce the subtotals for columns 2 and 3. SELECT provcode, …
- Payments by Service and Sort Code for Period by: admin
October 17, 2011, 13:09
I need a break down of payments totalled by Service Code and Sort Code. We use the SortCode field on the Charge entry to indicate the facility where the…
- Referral Source, Patient Count and Charges By Month by: admin
October 21, 2011, 14:31
The unique thing about this query is that it creates a grid with the months across the top. For each Referral Source/Year there is a single row. SELECT …
- Service Count By Provider, Patient Category and Service Code For Period by: admin
October 17, 2011, 13:11
I need total # of services rendered broken down by provider, patient category, and service code, for a specific time frame. SELECT (a.provfname + ' '+a.provln…
- Service Count, Total Charges, and Applied Payments by Provider and Patient Category by: admin
May 14, 2012, 15:59
We would like to know the income generated for services based on provider and patient category. The following query shows these results in a "ROLLUP" grid,…
- Total Amount In Collections by: admin
October 17, 2011, 13:57
Once we change a Patient's Billing Options to "date turned over to collections", this patient now appears as the color red in the Active Patients List. Is…
- Total Credits Without Sort Codes By Primary Provider by: admin
October 17, 2011, 13:58
SELECT p.provcode, r.provlname, SUM(amount) FROM journal j, patients p, providers r WHERE j.ptnum=p.ptnum AND p.providernum=r.provider…
- Total Credits without Sort Codes, by Primary Provider by: admin
October 20, 2011, 15:53
SELECT p.provcode, r.provlname, SUM(amount) FROM journal j, patients p, providers r WHERE j.ptnum=p.ptnum AND p.providernum=r.…
- Accounts and Payors in Collections by: admin
- Category: Queries - Appointments (9)
- Appointment Count by Patient Category and Appointment Type by: admin
April 24, 2012, 20:01
We need a report that provides total number of a particular type of appointment by pt category for a specified period. Be sure to adjust the date range in…
- Appointment Counts By Month by: admin
September 9, 2011, 20:35
We are looking at the Televox phone reminder system and want to get a good idea on what our costs will be. It would be helpful to know the number of…
- Appointment Times Scheduled After Cancellation by: admin
September 9, 2011, 20:42
I would like to know if a cancelled appointment time slot was later re-scheduled with an appointment that was kept. The query below lists the original…
- Export Appointment Data for Automated Reminder System by: admin
October 21, 2011, 15:04
The following query was done for a user who wanted to automatically export names, phone numbers, and appointment dates and times for uploading to Televox…
- Next Appointment And Alarm by: admin
October 14, 2011, 21:17
We like to have a follow-up appointment scheduled for each patient after a visit, or an alarm set to make one if follow-up isn’t needed for a while. This…
- Patients with Appointments Today and a Significant Balance, Sorted by Site and Provider by: admin
October 17, 2011, 12:42
List the names of patients with balances of 0 or more, sorted by site and provider, who are scheduled to be seen on the day the query is run. SELECT …
- Patients with Scheduler and Transaction Screen Warnings by: admin
October 17, 2011, 13:03
As we move into next year, we must prepare for our usual mad flurry of activity in updating patient records to reflect the new calendar year. Deductibles need…
- Scheduler Reminders by: admin
October 20, 2011, 19:25
“Is there an easy query that would simply print all the scheduler reminders off the patient info form p.2?” SELECT LastName, FirstName, …
- Screening Today's Appointments for Outstanding Balances by: admin
October 18, 2011, 22:13
We would like to do a daily query to alert us to any patients with an appointment for today who have an outstanding balance of 0 or more and have been…
- Appointment Count by Patient Category and Appointment Type by: admin
- Category: Queries - Insurance (14)
- Active Patients with No Current Insurance by: admin
September 9, 2011, 20:03
I am lookng for a query that would be me a list of active patients, along with their birth dates and primary providers, for whom there is no current…
- Aging Grouped By Insurance Carrier by: admin
September 9, 2011, 20:16
I am looking for an aging report that displays just the insurance payor aging, grouped by carrier. That is, a report that has Insurance Carrier as a group…
- Annual Sessions Remaining in Authorization by: admin
September 9, 2011, 20:21
Is there any way with SOS to track the total sessions a patient has used towards their yearly total? We know that sessions used towards authorized…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- CHIP Patients List by: seth
September 9, 2011, 21:48
We have a state-funded Children’s Health Insurance Program (CHIP) that is offered via a number of commercial insurers. Like all states, the public money is…
- Count Of Patients By Insurance Plan by: seth
September 9, 2011, 22:02
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count Of Patients By Insurance Plan by: admin
October 14, 2011, 16:26
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count of Patients by Provider with and without Medicaid by: admin
September 10, 2011, 12:56
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression that…
- Count of Patients by Provider with and without Medicaid by: admin
October 14, 2011, 16:37
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count of Patients by Provider with and without Medicaid by: admin
October 17, 2011, 12:38
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Insurance Carriers with Active Patients by: admin
March 30, 2012, 15:55
In order to clean up my list of insurance carriers in SOS I would like to list all active Insurance Carrier’s/ Plans (defined as insurances with Patients…
- Insurance Services by Carrier for Period by: admin
December 21, 2011, 22:45
We looking for a report that will list all sessions that have been billed for each insurance company during a month. For example, the report would list out…
- Patients by Insurance Carrier and Group Number by: admin
December 9, 2011, 17:53
Is there a patient report that lists all patients by insurance group number? SELECT a.payorname,a.insgroup,b.lastname,b.firstname,b.id FROM …
- Patients Seen In Period With Insurance And Provider by: admin
October 17, 2011, 12:37
Is there a query that will list all clients that were seen in a certain time frame along with name of insurance for a specific provider? Adjust the desired…
- Active Patients with No Current Insurance by: admin
- Category: Queries - Patients (66)
- Accounts and Payors in Collections by: admin
September 9, 2011, 15:08
I need a list showing all patients that are in collections. Actually, patients are not in collections in SOS, payors are. The following query produces a…
- Active Patient Balances Sorted by Primary Provider by: admin
September 9, 2011, 17:41
Our practice has 40+ therapists and we would like to be able to give them a simple monthly report showing account balances due by patients. SELECT …
- Active Patients Who Have Turned 18 During Treatment by: admin
September 9, 2011, 17:48
SELECT COALESCE(b.provcode,'None') AS "Primary Prov", a.lastname, a.firstname, a.ID, DATEDIFF(year,DOB,intakedate) AS "Age At Intake", DATEDIFF(year,DOB,C…
- Active Patients with No Current Insurance by: admin
September 9, 2011, 20:03
I am lookng for a query that would be me a list of active patients, along with their birth dates and primary providers, for whom there is no current…
- Active Patients with No Service in Last 90 Days by: admin
October 20, 2011, 20:46
SELECT "name/id", lfeedate as “Last Service”, priprvcode as “Primary Provider” FROM rv_patients WHERE flag = 0 and…
- Active Patients with Zero Balance and No Recent Activity by: admin
September 9, 2011, 20:10
Is there a report or query that we can run that will give us a list of the active patients with a zero balance and no activity within the last 31 days? In…
- Active Patients Without a Diagnosis by: admin
September 9, 2011, 20:08
I am interested in running a report based on the active patients who currently lack a Diagnosis code on their records. I currently have a flag prior to…
- Adjustments by Type and by Client for a Period by: admin
September 9, 2011, 20:13
I want a detailed or summary report of adjustments for a particular date range, grouped by type and then by client. The detailed query would…
- Aging Grouped By Insurance Carrier by: admin
September 9, 2011, 20:16
I am looking for an aging report that displays just the insurance payor aging, grouped by carrier. That is, a report that has Insurance Carrier as a group…
- Appointment Count by Patient Category and Appointment Type by: admin
April 24, 2012, 20:01
We need a report that provides total number of a particular type of appointment by pt category for a specified period. Be sure to adjust the date range in…
- Balance Breakdown By Patient On Specified Date by: admin
April 11, 2012, 17:02
Our auditors have requested a report of outstanding balances per client, as of Dec 31, 2011, separated by liability (Medicare, Medicaid, private insurance…
- Billing Addresses For Mail Merge by: admin
September 9, 2011, 21:28
The following query will create an Excel file suitable for Mail Merge use. The results will have information from the "Bill To" tab of patient information, if…
- Birthdays and Ages by: admin
September 9, 2011, 21:31
How do I calculate current ages? I am trying to create a list of active patients 18 and younger with their ages and birthdays. You might think that you…
- CHIP Patients List by: seth
September 9, 2011, 21:48
We have a state-funded Children’s Health Insurance Program (CHIP) that is offered via a number of commercial insurers. Like all states, the public money is…
- Completed Patients With Address For Mail Merge by: seth
September 9, 2011, 21:54
We are looking to send a brief survey to patients who have recently completed treatment. We hope to use their feedback to improve our services. Since…
- Count of Intakes for Past 365 Days With Specified Dx by: admin
April 17, 2012, 21:18
We need the total number of new (the past 365 days) intakes that were given a primary or secondary diagnosis of 304.4, including sub-diagnoses. In addition to…
- Count of Patients and Services by Provider, Pt Category, Service Code by: seth
September 9, 2011, 21:56
Give me a count of unique patients and a count of services rendered, grouped by provider, patient category, and service code for a specified date range. SELECT…
- Count Of Patients By Insurance Plan by: seth
September 9, 2011, 22:02
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count Of Patients By Insurance Plan by: admin
October 14, 2011, 16:26
The SOS report “Patients by Insurance Carrier” lists every active patient. Can that report be trimmed to just giving the carrier and the number of active…
- Count of Patients by Provider with and without Medicaid by: admin
September 10, 2011, 12:56
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression that…
- Count of Patients by Provider with and without Medicaid by: admin
October 14, 2011, 16:37
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count of Patients by Provider with and without Medicaid by: admin
October 17, 2011, 12:38
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count Of Patients For An Age Range by: admin
September 10, 2011, 13:03
The following will give you a count of patients with activity in calendary year 2006 who were between 13 and 19 on the last day of 2006. SELECT COUNT(DISTIN…
- Count Of Patients For An Age Range by: admin
October 14, 2011, 16:39
The following will give you a count of patients with activity in calendary year 2006 who were between 13 and 19 on the last day of 2006. SELECT COUNT(DISTIN…
- Count Service Dates for Patients, Grouped by Rendering Provider by: admin
October 20, 2011, 20:42
“Any suggestions on how to create a query that would provide a count of the Dates Of Service for each patient within a specified date range? I would also…
- Discharged Patients With Rendering Provider by: admin
October 14, 2011, 18:28
This query delivers a list of discharged patients with rendering provider and discharge date. If the patient was seen by more than one provider, he or she will…
- E-Mail Addresses For Active Patients by: admin
October 14, 2011, 18:39
I need a list of active patients with their email addresses. Only list those with emails, and sort in order by name. SELECT DISTINCT a.lastname, a.firstname,…
- Expiring Authorizations by Primary Provider by: admin
October 21, 2011, 15:10
I don't know about other people but, I could really use query to provide a simple table of PA's that are nearly exhausted. The MC auth report is just too…
- Future Dated Transactions And Splits by: admin
October 14, 2011, 18:43
Having trouble reconciling your aging reports? The likely reason is that you have charge splits or credit splits with dates in the future. Aging is based on…
- Identifying Treatment Dropouts by: admin
October 14, 2011, 18:53
We know that about 25% of patients stop coming after the third session (including intake). (Another query tells us that). We are interested in surveying these…
- Insurance Carriers with Active Patients by: admin
March 30, 2012, 15:55
In order to clean up my list of insurance carriers in SOS I would like to list all active Insurance Carrier’s/ Plans (defined as insurances with Patients…
- Intakes for Period with Age at Intake by: admin
October 14, 2011, 18:56
I would like to have a SQL command that shows the patient name, date of birth, intake date, and only patients who had the service eval which is 90801 on the…
- Intakes for Period with Primary Dx, Primary Provider, and Office Location by: admin
October 14, 2011, 19:02
I need a query that can be done by date range for charge with a CPT code of 90801 and will print out the ID, Name, Primary Dx, Primary Provider, and Office…
- Last Payments by: admin
October 20, 2011, 16:18
You asked for a report that includes last payment information. This information is readily available in the database, but we have never included it in any of…
- Length of Stay by Provider by: admin
October 21, 2011, 14:37
Let’s take a look at this request from a detailed and summary angle. SELECT Lastname, firstname, id, COALESCE(provcode,'None') AS "Provider",…
- List Next Treatment Plan Reviews by: admin
October 14, 2011, 19:09
This query demonstrates the use of a subquery to create values in a column -- nextreviewdate, in this case. Adjust the date range as needed. SELECT …
- List Patients Based on True Date of First Service by: admin
October 20, 2011, 20:52
A user complained that he could not use the intake date recorded in the system because it did not reflect the true date of first service. (The intake date…
- List Patients with No Primary Diagnosis by Primary Provider by: admin
October 21, 2011, 15:07
This is a relatively easy query that can be used to generate a list of patients for which no diagnosis has been entered. Technically, the selection is for a…
- Listing Patients With UserSort Fields by: admin
October 14, 2011, 20:27
I am trying to do a query on the additional tab of a client. We have renamed the 3 squares (in a row) and not sure what they were called Can you give me a…
- Mailing Labels by Primary Provider, Pt Category, and Age by: admin
October 14, 2011, 21:12
I want to print sets of patient mailing labels, but filtering for specified primary provider codes, patient category, and patient age. Include only patients…
- Mailing Labels for Active Patients with Zero Balance by: admin
January 12, 2012, 17:22
I would like to send a flyer to all patients who have no balance and who have been seen within the last six months. The following query specifies only that…
- Mailing Labels for Patients with Specific Insurance Payors by: admin
October 20, 2011, 20:49
We need to send letters to all of our psychiatrists' patients catagorized by insurance payor. How can I get mailing labels for these letters? The scenario is…
- Non-Insurance Balance By Place of Service, Date Range, and Provider by: admin
October 14, 2011, 21:19
I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider. The…
- Number of Services for Patients by Service Code and Rendering Provider by: admin
October 21, 2011, 14:06
Here is the information I need: Clients name: (using the Intake as of Sept. 2003) Providers name: Number of times in Individual sessions (CPT 90806 Code:…
- Outstanding Account Cleanup by: admin
October 14, 2011, 21:20
Would it be possible to write a query to do the following: List the patient name, account number, outstanding balance and provider For any account that has…
- Patient Count for Period by SortCode by: admin
October 21, 2011, 15:00
This one is a variation on other, earlier queries. The difference here is the introduction of SortCode. SortCode is a value specified when entering charges and…
- Patient Export For Rx Service by: admin
October 17, 2011, 12:31
I have just signed up for an e-prescribing system. It can upload/populate patients from a csv file rather than having to re-enter them. Is there a query or how…
- Patient List by Rendering Provider by: admin
October 20, 2011, 20:38
Here is a query that will show the patient on the list for every provider who ever provided services for that patient (so that patient could show up on…
- Patient List with Dates of Referral, Intake, and Discharge by: admin
October 20, 2011, 19:57
“I need a listing of: Active clients for a specific Patient category (one of our sites, #103), that will list: 1. Date of referral (and I want to be able…
- Patient Visits By Provider by: admin
October 17, 2011, 12:32
Does anyone out there have a query we can use to get data regarding the number of visits a client makes to a provider? We would like to follow how often people…
- Patients by Insurance Carrier and Group Number by: admin
December 9, 2011, 17:53
Is there a patient report that lists all patients by insurance group number? SELECT a.payorname,a.insgroup,b.lastname,b.firstname,b.id FROM …
- Patients by Last Four Digits of Social Security Number by: admin
October 20, 2011, 20:58
Recently we had an audit done by an outside agency that used the last 4 digits of the SS# to identify the patient charges they chose to audit. We have a need…
- Patients by Provider and Category by: admin
October 17, 2011, 12:34
I would like to run a report that shows patients by provider & category. At first glance this is a very basic, multi-table query, but some patients…
- Patients By Rendering Provider by: admin
October 17, 2011, 12:36
I need a report that lists by rendering provider the names of any patients who had a service by that provider—and I need to set the date parameters and…
- Patients Seen In Period With Insurance And Provider by: admin
October 17, 2011, 12:37
Is there a query that will list all clients that were seen in a certain time frame along with name of insurance for a specific provider? Adjust the desired…
- Patients with any of Several Diagnoses Seen This Year by: admin
October 17, 2011, 12:40
I need a list of patients with certain diagnoses (309.0, 309.21, 309.24, 309.28, 309.3, or 309.4) who were seen for treatment this year. SELECT /*columns…
- Patients with Appointments Today and a Significant Balance, Sorted by Site and Provider by: admin
October 17, 2011, 12:42
List the names of patients with balances of 0 or more, sorted by site and provider, who are scheduled to be seen on the day the query is run. SELECT …
- Patients with Diagnosis in Any Position, By Provider by: admin
October 17, 2011, 13:04
We have been asked to give statistics regarding how many dual diagnosis clients we treat during a specific time period. I can run a report requesting the…
- Patients with Identifying Data, Provider, and Visit Count for Specified SortCodes by: admin
October 17, 2011, 12:54
We have a report that need to be done for the state each month for some of our clients. what I need is a query (to go out to a Lotus or excel spreadsheet) that…
- Patients with Primary Provider and Primary Dx, Sorted by Provider Code by: admin
December 19, 2011, 16:49
This query demonstrates the use of IF expressions to display "None" rather than "NULL" wherever there is no primary provider or dx. SELECT Patients.LastNam…
- Patients with Scheduler and Transaction Screen Warnings by: admin
October 17, 2011, 13:03
As we move into next year, we must prepare for our usual mad flurry of activity in updating patient records to reflect the new calendar year. Deductibles need…
- Patients With Specified Diagnosis, Intake Date, And Last Date of Service by: admin
October 17, 2011, 13:06
I want to see a list of clients bearing a certain diagnosis, along with their intake date, each of their four diagnoses, and last date of service. SELECT …
- Patients with Unapplied Payments and Outstanding Balances by: admin
October 17, 2011, 12:57
I need a report that shows me all of the patients who have an unapplied credit AND a patient balance. At the end of the month I need to run a this report and…
- Patients with Zero Balance by: admin
October 20, 2011, 20:33
“Is there a way to print out a list of the active clients who have zero balances, without printing out a list of ALL of the active clients? Having this…
- Screening Today's Appointments for Outstanding Balances by: admin
October 18, 2011, 22:13
We would like to do a daily query to alert us to any patients with an appointment for today who have an outstanding balance of 0 or more and have been…
- Service Count and Units By Patient Category, Provider Type, and Service Code by: admin
April 24, 2012, 19:58
We need a report that provides units provided/charges for a specified patient category, broken down by provider type and service code for a specified date…
- Accounts and Payors in Collections by: admin
- Category: Queries - Payors (9)
- CPT Code Count for Period and Payor by: admin
September 12, 2011, 22:49
Does anybody have a query that will allow me to get a count of CPT code units by insurance plan (BCBS) over a specified time frame? I specifically need to…
- Credit Breakdown by Payor for Service Date Range by: admin
October 20, 2011, 16:16
Breaks down credits applied to services in a date range groups by insurance payor. Select payorname, payornum, credtype, count(distinct…
- Credit Breakdown by Payor Type for Service Date Range by: admin
October 20, 2011, 16:11
Breaks down credits applied to services in a date range by type and groups by payor type. Select payortype, Credtype, count(distinct…
- Detailed List of Charge Balances by Payor On Specified Date by: admin
October 14, 2011, 16:55
We have an audit coming up and would like to have a detailed listing, down to the charge split level, of unpaid charges on the last day of our fiscal year. It…
- Mailing Labels for Patients with Specific Insurance Payors by: admin
October 20, 2011, 20:49
We need to send letters to all of our psychiatrists' patients catagorized by insurance payor. How can I get mailing labels for these letters? The scenario is…
- Mailing Labels For Payors In Collections by: admin
October 14, 2011, 19:04
I need mailing labels for Payors with a collection date of 1/1/11 and greater, excluding accounts that are paid in full. The date that a payor is sent to…
- Non-Insurance Balance By Place of Service, Date Range, and Provider by: admin
October 14, 2011, 21:19
I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider. The…
- Payment Latency for Specified Payor Number by: admin
October 20, 2011, 19:46
In order to determine how many days it takes a payor to pay your claims, you can examine firstbilled and paiddate values in JChgSplits. The following query…
- Services For Specified Payors For Period by: admin
October 17, 2011, 13:12
I need a query that would yield all services provided for August and September grouped by the effected insurance carriers. It would be helpful if the…
- CPT Code Count for Period and Payor by: admin
- Category: Queries - Providers (29)
- Active Patient Balances Sorted by Primary Provider by: admin
September 9, 2011, 17:41
Our practice has 40+ therapists and we would like to be able to give them a simple monthly report showing account balances due by patients. SELECT …
- Count of Intakes for Past 365 Days With Specified Dx by: admin
April 17, 2012, 21:18
We need the total number of new (the past 365 days) intakes that were given a primary or secondary diagnosis of 304.4, including sub-diagnoses. In addition to…
- Count of Patients and Services by Provider, Pt Category, Service Code by: seth
September 9, 2011, 21:56
Give me a count of unique patients and a count of services rendered, grouped by provider, patient category, and service code for a specified date range. SELECT…
- Count of Patients by Provider with and without Medicaid by: admin
September 10, 2011, 12:56
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression that…
- Count of Patients by Provider with and without Medicaid by: admin
October 14, 2011, 16:37
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count of Patients by Provider with and without Medicaid by: admin
October 17, 2011, 12:38
I need to know by provider how many active patients they have and how many have Medicaid coverage. This query shows the combined use a an IF expression…
- Count of Referrals by Primary Provider and Referral Source, for Intake Date Range by: admin
October 14, 2011, 16:41
Show number of referrals by referral source, sorted by provider, for a specified intake date range. This query illustrates the use of an IF...ELSE...ENDIF…
- Credits Without Sort Codes By Primary Provider by: admin
October 14, 2011, 16:50
We have discovered that some credit entries were entered without specifying a Sort Code, which we need for reporting purposes. I need a total amount of such…
- Discharged Patients With Rendering Provider by: admin
October 14, 2011, 18:28
This query delivers a list of discharged patients with rendering provider and discharge date. If the patient was seen by more than one provider, he or she will…
- Expiring Authorizations by Primary Provider by: admin
October 21, 2011, 15:10
I don't know about other people but, I could really use query to provide a simple table of PA's that are nearly exhausted. The MC auth report is just too…
- In Collection Balances by Provider, Age Group, and Diagnosis by: admin
October 11, 2011, 22:41
Would it be possible to create a query to show total due from collections accounts by primary provider, primary diagnostic code, and age groups of the…
- Intakes for Period with Primary Dx, Primary Provider, and Office Location by: admin
October 14, 2011, 19:02
I need a query that can be done by date range for charge with a CPT code of 90801 and will print out the ID, Name, Primary Dx, Primary Provider, and Office…
- Length of Stay by Provider by: admin
October 21, 2011, 14:37
Let’s take a look at this request from a detailed and summary angle. SELECT Lastname, firstname, id, COALESCE(provcode,'None') AS "Provider",…
- Mailing Labels by Primary Provider, Pt Category, and Age by: admin
October 14, 2011, 21:12
I want to print sets of patient mailing labels, but filtering for specified primary provider codes, patient category, and patient age. Include only patients…
- Non-Insurance Balance By Place of Service, Date Range, and Provider by: admin
October 14, 2011, 21:19
I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider. The…
- Number of Services for Patients by Service Code and Rendering Provider by: admin
October 21, 2011, 14:06
Here is the information I need: Clients name: (using the Intake as of Sept. 2003) Providers name: Number of times in Individual sessions (CPT 90806 Code:…
- Patient Visits By Provider by: admin
October 17, 2011, 12:32
Does anyone out there have a query we can use to get data regarding the number of visits a client makes to a provider? We would like to follow how often people…
- Patients by Provider and Category by: admin
October 17, 2011, 12:34
I would like to run a report that shows patients by provider & category. At first glance this is a very basic, multi-table query, but some patients…
- Patients By Rendering Provider by: admin
October 17, 2011, 12:36
I need a report that lists by rendering provider the names of any patients who had a service by that provider—and I need to set the date parameters and…
- Patients Seen In Period With Insurance And Provider by: admin
October 17, 2011, 12:37
Is there a query that will list all clients that were seen in a certain time frame along with name of insurance for a specific provider? Adjust the desired…
- Patients with Diagnosis in Any Position, By Provider by: admin
October 17, 2011, 13:04
We have been asked to give statistics regarding how many dual diagnosis clients we treat during a specific time period. I can run a report requesting the…
- Patients with Primary Provider and Primary Dx, Sorted by Provider Code by: admin
December 19, 2011, 16:49
This query demonstrates the use of IF expressions to display "None" rather than "NULL" wherever there is no primary provider or dx. SELECT Patients.LastNam…
- Payments By Provider For Two Periods by: admin
October 17, 2011, 13:08
This query is interesting in that here we use correlated subqueries in the SELECT list to produce the subtotals for columns 2 and 3. SELECT provcode, …
- Projected Collections for Period by Site by: admin
October 17, 2011, 13:10
We go through our daily schedules each day to look at the amount of money to be collected from the patients. The amount is the amount of outstanding non-insuran…
- Service Count and Units By Patient Category, Provider Type, and Service Code by: admin
April 24, 2012, 19:58
We need a report that provides units provided/charges for a specified patient category, broken down by provider type and service code for a specified date…
- Service Count By Provider, Patient Category and Service Code For Period by: admin
October 17, 2011, 13:11
I need total # of services rendered broken down by provider, patient category, and service code, for a specific time frame. SELECT (a.provfname + ' '+a.provln…
- Service Count By Provider, Patient Category and Service Code For Period by: admin
October 17, 2011, 12:29
I need total # of patients seen, broken down by provider, patient category, and service code, for a specific time frame. SELECT (a.provfname + ' '+a.provlname…
- Service Count, Total Charges, and Applied Payments by Provider and Patient Category by: admin
May 14, 2012, 15:59
We would like to know the income generated for services based on provider and patient category. The following query shows these results in a "ROLLUP" grid,…
- Session Distribution By Provider by: admin
October 17, 2011, 13:13
I would like to look at each provider in terms of number of clients who were only seen 1x, 1-3x, 4-6x, and more than 6x. I am looking at trends with regards…
- Active Patient Balances Sorted by Primary Provider by: admin
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