Windows XP 
Access 2003
Hello –
Looking to build a database that would help me manage accounts receivable for doctors office. I know how I want it to look like but not sure how to go about or if it can be done. Any help or suggestions are welcome.
For now i think one form should do it(but that can change).
I will be pulling the raw data from another system and importing it to access every month. On the form I would like to display any patient that have a balance base on the
following criteria
A: Patient has a balance more than 30 days (show patient on the form)
B: If patient account hasn’t been worked with in the last 30 days. If Last status is blank than this is how we would know if the account has been worked on. (show patient on the form)
C: if patient has received a payment within the last 30 days and there’s still a balance (Do not show on the form).
Here is an example of the form
Patient name Chart # Date of service Charges Payments Adjustments Balance CurrentInsPlanName Comments User Last Status Last Status Date New Status Status Date User Doe,Jonh 123 5/1/2014 200 100 50 50 Private pay 07/1/2014:Called Pt,Left Pt Message Ray Called Pt 7/1/2014 Recently Paid 8/1/2014 Betty Smith 456 4/4/2014 150 150 Insurance 07/01/2014: Called ins company,Spoke with Jen. Payment was mailed out 6/28/2014 Ray Awaiting Payment Cycle 7/1/2014 Doe,Mike 7879 6/30/2014 125 125 Insurance Ray
Every time a user works on an account, they will fill in a NEW STATUS and STATUS DATE . I would like to show on the same form what was the LAST STATUS AND LAST STATUS DATE . Under the comments column they would always be able to add comments.
Thank you
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Originally Posted by ranman256
