I am looking for a query that prints out total balance remaining on patients only (not insurance) by LOC code (e.g.,11 or 61) by date range by provider.
The following query gives the balance itemized by patient. To get just summary totals, remove “a.lastname,a.firstname,a.id” from the SELECT and GROUP BY clauses.
SELECT
a.provcode,a.lastname,a.firstname,a.id,SUM(a.chgsplbal) AS "Balance"
FROM
sos.rv_charges a
JOIN sos.ptpayors b ON a.ptpayornum = b.ptpayornum
JOIN sos.payors c ON b.payornum = c.payornum
JOIN sos.poscodes d ON a.poscodenum = d.poscodenum
JOIN sos.patients e ON a.ptnum = e.ptnum
WHERE
a.licnum = 101 AND /*look only at main data set*/
e.flag = 0 AND /* just active list patients*/
c.payortype <> 'I' /* ignore insurance splits*/
AND d.defcode IN ('11','61') /* place of service code is 11 or 61*/
AND a.trandate BETWEEN '2009-01-01' AND '2009-03-31' /* date range*/
GROUP BY
a.provcode,a.lastname,a.firstname,a.id