Subgrouping by Dollar Amounts

To subgroup by a dollar amount:

  1. Expand the display until the desired field is visible.
  2. Double-click the field you want to include in your subgroup to see a screen similar to the one below.

    (In the example below, we first expanded the -Financial category,then we double-clicked the {Amount due} field.)



    Enter
    the value you want to evaluate in the  {First Amount} field. If you are subgrouping a range of amounts, you may also enter the {Last Amount} now.
     
  3. Select the operation to use:

    image\O2_CIRCLE_ON.gif
    Equal ToClosed  Choose Equal To when you want your subgroup to include records that exactly match your {First Amount} field.  Any value in the {Last Amount} field is ignored. .

    image\O2_CIRCLE_ON.gif
    Not Equal ToClosed  Choose Not Equal To when you want your subgroup to include records that do NOT match your {First Amount} field.  Any value in the {Last Amount} field is ignored. .

    image\O2_CIRCLE_ON.gif
    Greater ThanClosed  Choose Greater Than when you want your subgroup to include records that fall after, but do not match,  your {First Amount} field.  Any value in the {Last Amount} field is ignored.
    .

    image\O2_CIRCLE_ON.gif
    Less ThanClosed  Choose Less Than when you want your subgroup to include records that fall before, but do not match,  your {First Amount} field.  Any value in the {Last Amount} field is ignored.

    .

    image\O2_CIRCLE_ON.gif
    Greater Than or Equal ToClosed  Choose Greater Than or Equal To when you want your subgroup to include records that either exactly match or fall after your {First Amount} field.  Any value in the {Last Amount} field is ignored.

    .

    image\O2_CIRCLE_ON.gif
    Less Than or Equal ToClosed  Choose Less Than or Equal To when you want your subgroup to include records that either exactly match or fall before your {First Amount} field.  Any value in the {Last Amount} field is ignored.


    .
    image\O2_CIRCLE_ON.gif
    Range of NumbersClosed  To subgroup by a specific range of dollar amounts, enter a value in both the {First Amount} and {Last Amount} fields. .

    In our example, the subgroup would include patient folders that have an {Amount due} of $500 or more.
  4. CheckNot to reverse the meaning of the selected operator, if appropriate.
  5. Click [Ok] to add the response to your subgroup and return to the summary screen.

Finally, check AND or OR in the subgroup summary to indicate how this criteria should relate to the criteria directly above it.

Click here to return to Subgroup Operations.

 

Table of Contents │ Get More Help │ Remote Support │ New Customer Care

Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us

Chat with Software SupportChat with Network Engineering │ Chat with New Customer Care

Remote SupportEmail Support │ Online Help Ver. 12/18/2015