Follow-Up Entry widget
The Follow-Up Entry widget displays the most recent 30 contacts or follow up records by guarantor for a specified client.
The following fields should be displayed in the widget:
- Data Entry Date
- Data Entry By
- Guarantor Name
- Note Type (collection)
- Note
The items should be listed in descending order by date entered.
Widget SQL Statement
Select: TOP 30 SYSTEM.history_follow_up_entry.data_entry_date as "Data Entry Date", SYSTEM.history_follow_up_entry.data_entry_by as "Data Entry By",
SYSTEM.history_follow_up_entry.guarantor_name as "Guarantor Name",
SYSTEM.history_follow_up_entry.collection_note_typ_value as "Note Type",
SYSTEM.history_follow_up_entry.follow_up_note as "Note" FROM SYSTEM.history_follow_up_entry WHERE (SYSTEM.history_follow_up_entry.FACILITY=?FACILITY) AND (SYSTEM.history_follow_up_entry.PATID=?PATID)
ORDER BY SYSTEM.history_follow_up_entry.data_entry_date DESC
For more information, see the Billing Widget Consoles training guide.