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  1. #1
    3 Star Lounger
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    Ok, here is the deal.
    I have a large spreadsheet that contains 1 row for charge, 1 row for insurance payment and 1 row for patient payment.
    I have imported into access.
    I want to have 1 row of data for this patient with the charge amt, insur payment amt and for the patient payment.

    I created a query and have been playing around in there but can't seem to get it to work.

    Now, a patient can pay more so I might have more rows than just the 3 mentioned above or there could just be a charge.

    How can I get one row based of account number with all the fields popluated??

    Deb

  2. #2
    Plutonium Lounger
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    I think you should leave the table as it is now, and use a query to display the data for a patient on one row. Depending on the setup of the table, you may be able to use a crosstab query. If you want more help, please provide more detailed information, or attach a stripped down and zipped copy of the database to a reply.

  3. #3
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    Attached is a sample excel file.
    the first records are a prime example of my issue.

    I would like to have one record with all the data filled in...instead of three separate ones. I tried the cross tab but it will not allow me to have a column for charge, payment and adjusted. this is noted in gray at the bottom of the sheet.

    Thanks for your help
    Attached Files Attached Files

  4. #4
    Plutonium Lounger
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    Can you explain how I should read this table? There are dates with a diagnosis code, description and charge amount, but other dates without. How can we determine, for example, what the payments on December 11 and 14 refer to?

  5. #5
    3 Star Lounger
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    Look at the dates for 12/25. There are 3 rows of data.

    There is a charge of 249 - this contains all the data for that initial visit.
    There is a Pmt of 156.20
    There is an adjust of 92.80

    Look at row 17. This is what I would like the final to appear as.

  6. #6
    3 Star Lounger
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    Also, this is why I am trying to put them all together.

    I need to make sure there was an appropriate charge sent on that date of service.
    It appears that for this CPT code, there was not charge but payment was applied - 12/11 and 12/14 dates.

  7. #7
    Plutonium Lounger
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    But what do I do with the other rows? Discard them? I would like to know the exact criteria to decide what to include and what to discard.

  8. #8
    Plutonium Lounger
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    [quote name='DeborahP' post='782613' date='01-Jul-2009 16:26']Also, this is why I am trying to put them all together.

    I need to make sure there was an appropriate charge sent on that date of service.
    It appears that for this CPT code, there was not charge but payment was applied - 12/11 and 12/14 dates.[/quote]
    But ALL rows have the same CPT code. Does that mean there were FIVE payments of $156.20, and FIVE adjustment amounts of $92.80?

  9. #9
    3 Star Lounger
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    I will need all data.

    I need to know based off of dates of service, was there a charge, if a charge, was there a payment from the insurance and was there an adjusted amount.

    I am thinking the office charged the wrong CPT code but applied the payment to the account.

  10. #10
    3 Star Lounger
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    Different dates of service......


    [quote name='HansV' post='782615' date='01-Jul-2009 15:28']But ALL rows have the same CPT code. Does that mean there were FIVE payments of $156.20, and FIVE adjustment amounts of $92.80?[/quote]

  11. #11
    Plutonium Lounger
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    [quote name='DeborahP' post='782617' date='01-Jul-2009 16:30']Different dates of service......[/quote]
    I'm afraid I'll have to leave this question for others, I'm not able to understand it. Sorry.

  12. #12
    3 Star Lounger
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    look at this attachment.
    I sorted by dates of service.
    Noticed that some do not have a charge amt or diag code.

    this is the problem.....I have to find these mistakes as well as make sure the charge was correct when there is one.
    Attached Files Attached Files

  13. #13
    Plutonium Lounger
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    Let me try one last time. Should we only look at dates that have a Diagnosis code, and ignore the other dates?
    In your example, does that mean that the end result should have rows for December 18, 21 and 25? If not (you only indicate December 25), why should December 18 and 21 be ignored?

  14. #14
    3 Star Lounger
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    Please do not ignore any dates.
    The 12/25 was a prime example of what should be there.
    A charge record, a payment record and an adjusted date record.
    I need to see all the data.
    I need to be able to look at one row....and see a charge, payment and adjusted amount. This is the correct. If I see a row with only a payment and adjusted then I know they charged to the wrong accout or applied monies to the wrong account...etc.

    Thanks for looking one last time.

  15. #15
    Plutonium Lounger
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    You mentioned at the beginning that there could be more rows because of multiple payments. Should these payments be added together in the summary row? If not, how should extra rows be processed?

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