hello i am trying to build a formula that will categorize client under the following categories. After i put them in categories i want to use the select expert to only select the no coverage records.
medical
medicare
healthy families
no coverage
other
This is the formula I am using:
{billing_guar_order_cur_ep.guarantor_order_number}= '1' and
{billing_guar_order_cur_ep.GUARANTOR_ID} = '10' then 'medi-cal'
else if {billing_guar_order_cur_ep.GUARANTOR_ID} = '2' then 'medicare'
else if {billing_guar_order_cur_ep.GUARANTOR_ID} = '12' then 'Healthy Family'
else if {billing_guar_order_cur_ep.GUARANTOR_ID} in ['1','3','99'] then 'No Coverage'
else 'other'
The problem with this is that we have about 4 fields where we enter the guarantor.ID this is why in the beginning of the formula I said {billing_guar_order_cur_ep.guarantor_order_number}= '1' and so i only want to categorize the information entered in field 1.
if i drag my formula to my report it works however when i select through the select expert "no coverage" it brings back any clients whom have a guarantor in any of the additional 3 fields that are guarantor ID 1,3,99.
so if the client has guarantor order 1 as guarantor 2
but also has guarantor order 2 as guarantor 1 and i select only records with no coverage it will bring up this client because he/she has guarantor 1 (which is one of the no coverage codes) in another one of the 4 fields available.
Its hard to explain. Please let me know if i dont make any sence
thank you
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