Adjustments Made in 2016 for Services Rendered in 2015

Need a query which lists:
Patient Name (lname, fname), ID, DOS, Date of Adjustment, Amount of adjustment, Payor Category (patient, insurance or other) for:

  • Any patient with 2015 date of service who has any adjustment made in 2016.
  • some patients will have adjustments in 2015 but I only need to see those patients and DOS with adjustments made in 2016
  • some patients will have one DOS with multiple adjustments, that’s OK, each adjustment and date of adjustment should show on a separate line.

This query illustrates the use of a CASE expression and the date function YEAR.

 

SELECT
  lastname,
  firstname,
  "ID" ,
  srv_date,
  cre_date AS adj_date,
  crsplamt AS adj_amt,
  adjcode,
  (CASE 
     WHEN payortype = 'I' THEN 'Insurance'
     WHEN payortype = 'S' THEN 'Patient'
     ELSE 'Other'
   END) AS 'Payer Category'
FROM
  rv_creditsplits
WHERE
  credtype = 'adjustment'
  AND YEAR(srv_date) = 2015
  AND YEAR(cre_date) = 2016 
ORDER BY
  lastname,firstname,"id",srv_date

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