FREE SQL WORKLIST

Contact Lens Page Not Created

What is this worklist?

This worklist was created by Destinations Consulting and is provided at no charge to your practice. This worklist was created for practices that do not post contact lenses from the Contact Lens page, but instead post Material Charges directly to the ledger that have a category code of "CL." This query will search for Contact Lens Material charges posted for the day selected and populate a list of patients who do not have Contact Lens pages created for the order. This is helpful if you have multiple people or departments ordering contact lenses and one person who is responsible for the ordering. 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":


From the screen that pops up, select Add:

You can name this report whatever you'd like. We've named ours "Contact Lens Page Not Created." 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 patient.patunique,patient.last,patient.first
from ledger left outer join lens_rx on ledger.patunique=lens_rx.patunique
inner join patient on ledger.patunique=patient.patunique
where ledger.category='CL' and ledger.date=:OrderDate and ledger.add_loc=:SITELOCPARAM and ledger.patunique not in (select lens_rx.patunique from lens_rx where lens_rx.date>=ledger.date) and isnull (ledger.status, '') <>'V'
group by patient.patunique, patient.first,patient.last

Select "Global" for the Query Type and change Worklist from "N" to "Y". Lastly, put "First,Last" in the Display Field List and click Save.

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"

Back to Free Stuff