Case Referral Reports

[Michael Lerner]

Dear Michael,

When doing Case Referral Reports, what advanced filter or other method do I need to use to exclude all cases where the Referral Date or Referral Source is *blank*?

Thanks!

Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Appell]

Hi Michael,

to exclude blank referral dates just enter 01/01/1901 for the starting date. Let me get back with you for a blank referral source.

Mike

[Michael Appell]

Michael,

if you want to exclude all blank referral sources, please enter the following in the Advanced filter:

case.rb > 0


Mike.

[Leslie]

Hi Mike,

What advanced filter would be used to get a referral report of ONLY cases that have a blank referral source or a blank referral date?

Leslie

[Michael Appell]

Leslie,

Number 3 below should provide you with what you need.


1. Advanced Filter for Blank Referral Source:

case.rb = 0


2. Advanced Filter for Blank Referral Date:

empty(case.d_r)

3. Advanced Filter when either the Referral Source is blank or the Referral Date is blank:

case.rb = 0 .or. empty(case.d_r)

4. Advanced Filter only when both the Referral Source and the Referral Date are not entered:

case.rb = 0 .and. empty(case.d_r)

Mike

[LESLIE]

Hi Mike,

How would I exclude all deleted cases?

Leslie

[Michael Appell]

The latest versions exclude deleted cases automatically. I'm surprised your version is including them. If so, just add .and. .not. deleted() in the advanced search. For example:

( case.rb = 0 .or. empty(case.d_r) ) .and. .not. deleted()

Mike.