FREE SQL WORKLIST

Appointments by Date

What is this worklist?

This worklist was created by Destinations Consulting and is provided at no charge to your practice. This worklist was created as an alternate view of the patient appointment list on the demographic screen. This worklist prompts the user for any appointment date, defaulting to today. This list is in order by time. It displays additional information about the patient including open account balances as well as last service date. If necessary you could add additional parameters by location or doctor. This worklist can remain open all of the time and is therfore available from any screen. Please reach out to us if you have any questions about this worklist.

How do you use this worklist?

From the main Compulink screen, select the green Data Mining button. From this screen, select "Criteria":

Criteria_copy.jpg


From the screen that pops up, select Add:

Apptsworklist.JPG

 
You can name this query whatever you'd like. We've named ours "Appointments by Date." Make sure to include a description of this worklist for anyone else who may access these worklists. Copy and paste the following script into the SQL Script field:
 
SELECT APPT.PATUNIQUE as "PATIENTID", APPT.[DATE] as "APPT", APPT.NAME as "NAME", APPT.TIME as "TIME", APPT.ID as "DOC", BILL.BILLUNIQUE as "ACCT#", Round(BILL.BALANCE,2) as "BALANCE", Round(BILL.INS_OUT,2) as "INSBAL",APPT.REASON AS "REASON",PATIENT.LAST_SVC AS "LASTSEEN", Round(BILL.BALANCE - BILL.INS_OUT,2) as "RESP", ((Curdate() - Patient.birth)/365) as AGE, APPT.STATUS as "STATUS"

FROM APPT

INNER JOIN PATIENT ON APPT.PATUNIQUE = PATIENT.PATUNIQUE

INNER JOIN BILL ON PATIENT.BILLUNIQUE = BILL.BILLUNIQUE

WHERE (APPT.DATE  =:STARTDATE)

ORDER BY APPT.TIME

 

Details for Display Field List:

TIME=40,DOC=40,NAME=120,AGE=40,REASON=100,STATUS=50,BALANCE=60,INSBAL=60,RESP=60,LASTSEEN=60,ACCT#=60

 

Select "Global" for the Query Type and change Worklist from "N" to "Y". 

 

How will I access this worklist?

From the Patient Demographics screen, select the Worklist icon at the top and scroll down to the worklist. Enter the Order Date you'd like to run the worklist for and click "OK"

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