Open Dental Forum

Is there a query I could run to print the year end ledger for a family that has been requesting one from me? They just need a list of the payments made, not 8 pages of statements and appointments. Thanks

Yeah, though a statement from the last year is the only way to show the context of the payments, otherwise it is not a ledger.

something like

SET @StartDate='2008-01-24';
SET @EndDate='2009-01-24';
SET @PatientNumber=1223;
SELECT p.Patnum, DatePay, SplitAmt FROM patient p INNER JOIN paysplit ps ON p.PatNum=ps.PatNum WHERE
DatePay BetWEEN @StartDate AND EndDate AND
p.Guarantor=@PatientNumber;

Make sure to use the gurantors patient number, I did not test this so it may have typos, will check tomorrow
nate

Nathan

Could you please test that query and let us know. Much appreciated. Thanks

The query in this form doesn't work for me. I copied and pasted it any suggestions.

Yeah, sorry, got distracted.
It was missing an @ sign on a variable

try this

SET @StartDate='2008-01-24', @EndDate='2009-01-24',@GuarantorNumber=1223;
SELECT p.PatNum, ps.DatePay, ps.SplitAmt FROM patient p INNER JOIN paysplit ps ON p.PatNum=ps.PatNum WHERE
DatePay BETWEEN @StartDate AND @EndDate AND
p.Guarantor=@GuarantorNumber;

You can add any fields you like from either table in the area right after the SELECT statement.

Nathan