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Calculating Max Remaining using SQL and/or APIs... ???

Posted: Thu Oct 26, 2023 1:12 pm
by rinse-dental
x-post from developer forum.

Hi, how do you calculate max remaining? The issue I'm finding is incorporating the 'Adjustments to Insurance Benefits' record (found on the Edit Insurance Plan screen within the Family Module) which I can't seem to find in the DB or APIs returns.

Re: Calculating Max Remaining using SQL and/or APIs... ???

Posted: Fri Oct 27, 2023 8:05 am
by SLeon
Good morning,

From our manual:
Individual Annual Max - (Ins Used + Pending) = Remaining
You can incorporate the adjustments to insurance benefits entered in this form via the ClaimProc table. They will have a claimproc.Status of "Adjustment".

Re: Calculating Max Remaining using SQL and/or APIs... ???

Posted: Fri Oct 27, 2023 12:56 pm
by rinse-dental
You're the best! Dunno how i missed it but thank you!