Beispiel #1
0
        ///<summary>Sets given appt.AptStatus to broken.
        ///Provide procCode that should be charted, can be null but will not chart a broken procedure.
        ///Also considers various broken procedure based prefs.
        ///Makes its own securitylog entries.</summary>
        public static void BreakApptHelper(Appointment appt, Patient pat, ProcedureCode procCode)
        {
            //suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed.
            DateTime datePrevious    = appt.DateTStamp;
            bool     suppressHistory = false;

            if (procCode != null)
            {
                suppressHistory = (procCode.ProcCode.In("D9986", "D9987"));
            }
            Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods
            if (appt.AptStatus != ApptStatus.Complete)                           //seperate log entry for completed appointments.
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            else
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            #region HL7
            //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined
            if (HL7Defs.IsExistingHL7Enabled())
            {
                //S15 - Appt Cancellation event
                MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(pat, Patients.GetPat(pat.Guarantor), EventTypeHL7.S15, appt);
                //Will be null if there is no outbound SIU message defined, so do nothing
                if (messageHL7 != null)
                {
                    HL7Msg hl7Msg = new HL7Msg();
                    hl7Msg.AptNum    = appt.AptNum;
                    hl7Msg.HL7Status = HL7MessageStatus.OutPending;                  //it will be marked outSent by the HL7 service.
                    hl7Msg.MsgText   = messageHL7.ToString();
                    hl7Msg.PatNum    = pat.PatNum;
                    HL7Msgs.Insert(hl7Msg);
#if DEBUG
                    MessageBox.Show("Appointments", messageHL7.ToString());
#endif
                }
            }
            #endregion
            #region Charting the proc
            if (procCode != null)
            {
                switch (procCode.ProcCode)
                {
                case "D9986":                        //Missed
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed);
                    break;

                case "D9987":                        //Cancelled
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled);
                    break;
                }
                Procedure procedureCur = new Procedure();
                procedureCur.PatNum       = pat.PatNum;
                procedureCur.ProvNum      = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum);
                procedureCur.CodeNum      = procCode.CodeNum;
                procedureCur.ProcDate     = DateTime.Today;
                procedureCur.DateEntryC   = DateTime.Now;
                procedureCur.ProcStatus   = ProcStat.C;
                procedureCur.ClinicNum    = appt.ClinicNum;
                procedureCur.UserNum      = Security.CurUser.UserNum;
                procedureCur.Note         = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + "  " + appt.AptDateTime.ToString();
                procedureCur.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService);              //Default proc place of service for the Practice is used.
                List <InsSub>  listInsSubs    = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum));
                List <InsPlan> listInsPlans   = InsPlans.RefreshForSubList(listInsSubs);
                List <PatPlan> listPatPlans   = PatPlans.Refresh(pat.PatNum);
                InsPlan        insPlanPrimary = null;
                InsSub         insSubPrimary  = null;
                if (listPatPlans.Count > 0)
                {
                    insSubPrimary  = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs);
                    insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans);
                }
                double procFee;
                long   feeSch;
                if (insPlanPrimary == null || procCode.NoBillIns)
                {
                    feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, procedureCur.ProvNum);
                }
                else                  //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns
                {
                    feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, procedureCur.ProvNum);
                }
                procFee = Fees.GetAmount0(procedureCur.CodeNum, feeSch, procedureCur.ClinicNum, procedureCur.ProvNum);
                if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical)         //PPO
                {
                    double provFee = Fees.GetAmount0(procedureCur.CodeNum, Providers.GetProv(procedureCur.ProvNum).FeeSched, procedureCur.ClinicNum,
                                                     procedureCur.ProvNum);
                    procedureCur.ProcFee = Math.Max(provFee, procFee);
                }
                else
                {
                    procedureCur.ProcFee = procFee;
                }
                if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
                {
                    procedureCur.SiteNum = pat.SiteNum;
                }
                Procedures.Insert(procedureCur);
                //Now make a claimproc if the patient has insurance.  We do this now for consistency because a claimproc could get created in the future.
                List <Benefit>   listBenefits          = Benefits.Refresh(listPatPlans, listInsSubs);
                List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(procedureCur.ProcNum);
                Procedures.ComputeEstimates(procedureCur, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs);
                FormProcBroken FormPB = new FormProcBroken(procedureCur);
                FormPB.IsNew = true;
                FormPB.ShowDialog();
            }
            #endregion
            #region BrokenApptAdjustment
            if (PrefC.GetBool(PrefName.BrokenApptAdjustment))
            {
                Adjustment AdjustmentCur = new Adjustment();
                AdjustmentCur.DateEntry = DateTime.Today;
                AdjustmentCur.AdjDate   = DateTime.Today;
                AdjustmentCur.ProcDate  = DateTime.Today;
                AdjustmentCur.ProvNum   = appt.ProvNum;
                AdjustmentCur.PatNum    = pat.PatNum;
                AdjustmentCur.AdjType   = PrefC.GetLong(PrefName.BrokenAppointmentAdjustmentType);
                AdjustmentCur.ClinicNum = appt.ClinicNum;
                FormAdjust FormA = new FormAdjust(pat, AdjustmentCur);
                FormA.IsNew = true;
                FormA.ShowDialog();
            }
            #endregion
            #region BrokenApptCommLog
            if (PrefC.GetBool(PrefName.BrokenApptCommLog))
            {
                Commlog CommlogCur = new Commlog();
                CommlogCur.PatNum       = pat.PatNum;
                CommlogCur.CommDateTime = DateTime.Now;
                CommlogCur.CommType     = Commlogs.GetTypeAuto(CommItemTypeAuto.APPT);
                CommlogCur.Note         = Lan.g("Appointment", "Appt BROKEN for") + " " + appt.ProcDescript + "  " + appt.AptDateTime.ToString();
                CommlogCur.Mode_        = CommItemMode.None;
                CommlogCur.UserNum      = Security.CurUser.UserNum;
                FormCommItem FormCI = new FormCommItem();
                FormCI.ShowDialog(new CommItemModel()
                {
                    CommlogCur = CommlogCur
                }, new CommItemController(FormCI)
                {
                    IsNew = true
                });
            }
            #endregion
            AutomationL.Trigger(AutomationTrigger.BreakAppointment, null, pat.PatNum);
            Recalls.SynchScheduledApptFull(appt.PatNum);
        }
        private void butYes_Click(object sender, System.EventArgs e)
        {
            //Customers have been complaining about procedurelog entries changing their CodeNum column to 0.
            //Based on a security log provided by a customer, we were able to determine that this is one of two potential violators.
            //The following code is here simply to try and get the user to call us so that we can have proof and hopefully find the core of the issue.
            try {
                if (_verifyCode < 1)
                {
                    throw new ApplicationException("Invalid Verify Code");
                }
            }
            catch (ApplicationException ae) {
                string error = "Please notify support with the following information.\r\n"
                               + "Error: " + ae.Message + "\r\n"
                               + "_verifyCode: " + _verifyCode.ToString() + "\r\n"
                               + "_procCur.CodeNum: " + (_procCur == null ? "NULL" : _procCur.CodeNum.ToString()) + "\r\n"
                               + "_procCodeCur.CodeNum: " + (_procCodeCur == null ? "NULL" : _procCodeCur.CodeNum.ToString()) + "\r\n"
                               + "\r\n"
                               + "StackTrace:\r\n" + ae.StackTrace;
                MsgBoxCopyPaste MsgBCP = new MsgBoxCopyPaste(error);
                MsgBCP.Text = "Fatal Error!!!";
                MsgBCP.Show();                //Use .Show() to make it easy for the user to keep this window open while they call in.
                return;
            }
            //Moved from FormProcEdit.SaveAndClose() in version 16.3+
            Procedure procOld = _procCur.Copy();

            _procCur.CodeNum = _verifyCode;
            if (new[] { ProcStat.TP, ProcStat.C, ProcStat.TPi }.Contains(_procCur.ProcStatus))           //Only change the fee if Complete or TP
            {
                InsSub  prisub  = null;
                InsPlan priplan = null;
                if (_listPatPlans.Count > 0)
                {
                    prisub  = InsSubs.GetSub(_listPatPlans[0].InsSubNum, _listInsSubs);
                    priplan = InsPlans.GetPlan(prisub.PlanNum, _listInsPlans);
                }
                _procCur.ProcFee = Fees.GetAmount0(_procCur.CodeNum, FeeScheds.GetFeeSched(_patCur, _listInsPlans, _listPatPlans, _listInsSubs, _procCur.ProvNum),
                                                   _procCur.ClinicNum, _procCur.ProvNum);
                if (priplan != null && priplan.PlanType == "p")             //PPO
                {
                    double standardfee = Fees.GetAmount0(_procCur.CodeNum, Providers.GetProv(Patients.GetProvNum(_patCur)).FeeSched, _procCur.ClinicNum,
                                                         _procCur.ProvNum);
                    _procCur.ProcFee = Math.Max(_procCur.ProcFee, standardfee);
                }
            }
            Procedures.Update(_procCur, procOld);
            //Compute estimates required, otherwise if adding through quick add, it could have incorrect WO or InsEst if code changed.
            Procedures.ComputeEstimates(_procCur, _patCur.PatNum, _listClaimProcs, false, _listInsPlans, _listPatPlans, _listBenefits, _patCur.Age, _listInsSubs);
            Recalls.Synch(_procCur.PatNum);
            if (_procCur.ProcStatus.In(ProcStat.C, ProcStat.EO, ProcStat.EC))
            {
                string logText = _procCodeCur.ProcCode + " (" + _procCur.ProcStatus + "), ";
                if (_teethText != null && _teethText.Trim() != "")
                {
                    logText += Lan.g(this, "Teeth") + ": " + _teethText + ", ";
                }
                logText += Lan.g(this, "Fee") + ": " + _procCur.ProcFee.ToString("F") + ", " + _procCodeCur.Descript;
                Permissions perm = Permissions.ProcComplEdit;
                if (_procCur.ProcStatus.In(ProcStat.EO, ProcStat.EC))
                {
                    perm = Permissions.ProcExistingEdit;
                }
                SecurityLogs.MakeLogEntry(perm, _patCur.PatNum, logText);
            }
            DialogResult = DialogResult.OK;
        }
Beispiel #3
0
        ///<summary>Sets given appt.AptStatus to broken.
        ///Provide procCode that should be charted, can be null but will not chart a broken procedure.
        ///Also considers various broken procedure based prefs.
        ///Makes its own securitylog entries.</summary>
        public static void BreakApptHelper(Appointment appt, Patient pat, ProcedureCode procCode)
        {
            //suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed.
            DateTime datePrevious    = appt.DateTStamp;
            bool     suppressHistory = false;

            if (procCode != null)
            {
                suppressHistory = (procCode.ProcCode.In("D9986", "D9987"));
            }
            Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods
            if (appt.AptStatus != ApptStatus.Complete)                           //seperate log entry for completed appointments.
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            else
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            #region HL7
            //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined
            if (HL7Defs.IsExistingHL7Enabled())
            {
                //S15 - Appt Cancellation event
                MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(pat, Patients.GetPat(pat.Guarantor), EventTypeHL7.S15, appt);
                //Will be null if there is no outbound SIU message defined, so do nothing
                if (messageHL7 != null)
                {
                    HL7Msg hl7Msg = new HL7Msg();
                    hl7Msg.AptNum    = appt.AptNum;
                    hl7Msg.HL7Status = HL7MessageStatus.OutPending;                  //it will be marked outSent by the HL7 service.
                    hl7Msg.MsgText   = messageHL7.ToString();
                    hl7Msg.PatNum    = pat.PatNum;
                    HL7Msgs.Insert(hl7Msg);
#if DEBUG
                    MessageBox.Show("Appointments", messageHL7.ToString());
#endif
                }
            }
            #endregion
            List <Procedure> listProcedures = new List <Procedure>();
            //splits should only exist on procs if they are using tp pre-payments
            List <PaySplit> listSplitsForApptProcs = new List <PaySplit>();
            bool            isNonRefundable        = false;
            double          brokenProcAmount       = 0;
            Procedure       brokenProcedure        = new Procedure();
            bool            wasBrokenProcDeleted   = false;
            if (PrefC.GetYN(PrefName.PrePayAllowedForTpProcs))
            {
                listProcedures = Procedures.GetProcsForSingle(appt.AptNum, false);
                if (listProcedures.Count > 0)
                {
                    listSplitsForApptProcs = PaySplits.GetPaySplitsFromProcs(listProcedures.Select(x => x.ProcNum).ToList());
                }
            }
            #region Charting the proc
            if (procCode != null)
            {
                switch (procCode.ProcCode)
                {
                case "D9986":                        //Missed
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed);
                    break;

                case "D9987":                        //Cancelled
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled);
                    break;
                }
                brokenProcedure.PatNum       = pat.PatNum;
                brokenProcedure.ProvNum      = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum);
                brokenProcedure.CodeNum      = procCode.CodeNum;
                brokenProcedure.ProcDate     = DateTime.Today;
                brokenProcedure.DateEntryC   = DateTime.Now;
                brokenProcedure.ProcStatus   = ProcStat.C;
                brokenProcedure.ClinicNum    = appt.ClinicNum;
                brokenProcedure.UserNum      = Security.CurUser.UserNum;
                brokenProcedure.Note         = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + "  " + appt.AptDateTime.ToString();
                brokenProcedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService);              //Default proc place of service for the Practice is used.
                List <InsSub>  listInsSubs    = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum));
                List <InsPlan> listInsPlans   = InsPlans.RefreshForSubList(listInsSubs);
                List <PatPlan> listPatPlans   = PatPlans.Refresh(pat.PatNum);
                InsPlan        insPlanPrimary = null;
                InsSub         insSubPrimary  = null;
                if (listPatPlans.Count > 0)
                {
                    insSubPrimary  = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs);
                    insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans);
                }
                double procFee;
                long   feeSch;
                if (insPlanPrimary == null || procCode.NoBillIns)
                {
                    feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, brokenProcedure.ProvNum);
                }
                else                  //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns
                {
                    feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, brokenProcedure.ProvNum);
                }
                procFee = Fees.GetAmount0(brokenProcedure.CodeNum, feeSch, brokenProcedure.ClinicNum, brokenProcedure.ProvNum);
                if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical)         //PPO
                {
                    double provFee = Fees.GetAmount0(brokenProcedure.CodeNum, Providers.GetProv(brokenProcedure.ProvNum).FeeSched, brokenProcedure.ClinicNum,
                                                     brokenProcedure.ProvNum);
                    brokenProcedure.ProcFee = Math.Max(provFee, procFee);
                }
                else if (listSplitsForApptProcs.Count > 0 && PrefC.GetBool(PrefName.TpPrePayIsNonRefundable) && procCode.ProcCode == "D9986")
                {
                    //if there are pre-payments, non-refundable pre-payments is turned on, and the broken appointment is a missed code then auto-fill
                    //the window with the sum of the procs for the appointment. Transfer money below after broken procedure is confirmed by the user.
                    brokenProcedure.ProcFee = listSplitsForApptProcs.Sum(x => x.SplitAmt);
                    isNonRefundable         = true;
                }
                else
                {
                    brokenProcedure.ProcFee = procFee;
                }
                if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
                {
                    brokenProcedure.SiteNum = pat.SiteNum;
                }
                Procedures.Insert(brokenProcedure);
                //Now make a claimproc if the patient has insurance.  We do this now for consistency because a claimproc could get created in the future.
                List <Benefit>   listBenefits          = Benefits.Refresh(listPatPlans, listInsSubs);
                List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(brokenProcedure.ProcNum);
                Procedures.ComputeEstimates(brokenProcedure, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs);
                FormProcBroken FormPB = new FormProcBroken(brokenProcedure, isNonRefundable);
                FormPB.IsNew = true;
                FormPB.ShowDialog();
                brokenProcAmount     = FormPB.AmountTotal;
                wasBrokenProcDeleted = FormPB.IsProcDeleted;
            }
            #endregion
            #region BrokenApptAdjustment
            if (PrefC.GetBool(PrefName.BrokenApptAdjustment))
            {
                Adjustment AdjustmentCur = new Adjustment();
                AdjustmentCur.DateEntry = DateTime.Today;
                AdjustmentCur.AdjDate   = DateTime.Today;
                AdjustmentCur.ProcDate  = DateTime.Today;
                AdjustmentCur.ProvNum   = appt.ProvNum;
                AdjustmentCur.PatNum    = pat.PatNum;
                AdjustmentCur.AdjType   = PrefC.GetLong(PrefName.BrokenAppointmentAdjustmentType);
                AdjustmentCur.ClinicNum = appt.ClinicNum;
                FormAdjust FormA = new FormAdjust(pat, AdjustmentCur);
                FormA.IsNew = true;
                FormA.ShowDialog();
            }
            #endregion
            #region BrokenApptCommLog
            if (PrefC.GetBool(PrefName.BrokenApptCommLog))
            {
                Commlog commlogCur = new Commlog();
                commlogCur.PatNum       = pat.PatNum;
                commlogCur.CommDateTime = DateTime.Now;
                commlogCur.CommType     = Commlogs.GetTypeAuto(CommItemTypeAuto.APPT);
                commlogCur.Note         = Lan.g("Appointment", "Appt BROKEN for") + " " + appt.ProcDescript + "  " + appt.AptDateTime.ToString();
                commlogCur.Mode_        = CommItemMode.None;
                commlogCur.UserNum      = Security.CurUser.UserNum;
                commlogCur.IsNew        = true;
                FormCommItem FormCI = new FormCommItem(commlogCur);
                FormCI.ShowDialog();
            }
            #endregion
            #region Transfer money from TP Procedures if necessary
            //Note this MUST come after FormProcBroken since clicking cancel in that window will delete the procedure.
            if (isNonRefundable && !wasBrokenProcDeleted && listSplitsForApptProcs.Count > 0)
            {
                //transfer what the user specified in the broken appointment window.
                //transfer up to the amount specified by the user
                foreach (Procedure proc in listProcedures)
                {
                    if (brokenProcAmount == 0)
                    {
                        break;
                    }
                    List <PaySplit> listSplitsForAppointmentProcedure = listSplitsForApptProcs.FindAll(x => x.ProcNum == proc.ProcNum);
                    foreach (PaySplit split in listSplitsForAppointmentProcedure)
                    {
                        if (brokenProcAmount == 0)
                        {
                            break;
                        }
                        double amt = Math.Min(brokenProcAmount, split.SplitAmt);
                        Payments.CreateTransferForTpProcs(proc, new List <PaySplit> {
                            split
                        }, brokenProcedure, amt);
                        double amtPaidOnApt = listSplitsForApptProcs.Sum(x => x.SplitAmt);
                        if (amtPaidOnApt > amt)
                        {
                            //If the original prepayment amount is greater than the amt being specified for the appointment break, transfer
                            //the difference to an Unallocated Unearned Paysplit on the account.
                            double remainingAmt = amtPaidOnApt - amt;
                            //We have to create a new transfer payment here to correlate to the split.
                            Payment txfrPayment = new Payment();
                            txfrPayment.PayAmt    = 0;
                            txfrPayment.PayDate   = DateTime.Today;
                            txfrPayment.ClinicNum = split.ClinicNum;
                            txfrPayment.PayNote   = "Automatic transfer from treatment planned procedure prepayment.";
                            txfrPayment.PatNum    = split.PatNum;                       //ultimately where the payment ends up.
                            txfrPayment.PayType   = 0;
                            Payments.Insert(txfrPayment);
                            PaymentEdit.IncomeTransferData transferData = PaymentEdit.IncomeTransferData.CreateTransfer(split, txfrPayment.PayNum, true, remainingAmt);
                            PaySplit offset         = transferData.ListSplitsCur.FirstOrDefault(x => x.FSplitNum != 0);
                            long     offsetSplitNum = PaySplits.Insert(offset);                      //Get the FSplitNum from the offset
                            PaySplit allocation     = transferData.ListSplitsCur.FirstOrDefault(x => x.FSplitNum == 0);
                            allocation.FSplitNum = offsetSplitNum;
                            PaySplits.Insert(allocation);                            //Insert so the split is now up to date
                            SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, txfrPayment.PatNum, "Automatic transfer of funds for treatment plan procedure pre-payments.");
                        }
                        brokenProcAmount -= amt;
                    }
                }
            }
            //if broken appointment procedure was deleted (user cancelled out of the window) just keep money on the original procedure.
            #endregion
            AppointmentEvent.Fire(ODEventType.AppointmentEdited, appt);
            AutomationL.Trigger(AutomationTrigger.BreakAppointment, null, pat.PatNum);
            Recalls.SynchScheduledApptFull(appt.PatNum);
        }
Beispiel #4
0
        ///<summary>Most of the logic for breaking an appointment. Pass in the brokenFee (the number the user enters in the brokenAppointment window),
        ///Optionally pass in if the brokenappointment procedure is being deleted. Returns the broken procedure that was created.</summary>
        public static Procedure BreakAppointment(Appointment appt, Patient pat, ProcedureCode procCode, double feeOverride, bool isDeleteBrokenProc = false)
        {
            //suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed.
            DateTime datePrevious    = appt.DateTStamp;
            bool     suppressHistory = false;

            if (procCode != null)
            {
                suppressHistory = procCode.ProcCode == "D9986" || procCode.ProcCode == "D9987";
            }
            Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods
            if (appt.AptStatus != ApptStatus.Complete)                           //seperate log entry for completed appointments.
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            else
            {
                SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum,
                                          appt.ProcDescript + ", " + appt.AptDateTime.ToString()
                                          + ", Broken from the Appts module.", appt.AptNum, datePrevious);
            }
            List <Procedure> listProcedures = Procedures.GetProcsForSingle(appt.AptNum, false);
            //splits should only exist on procs if they are using tp pre-payments
            List <PaySplit> listSplitsForApptProcs = new List <PaySplit>();
            bool            isNonRefundable        = false;
            double          brokenProcAmount       = 0;

            if (listProcedures.Count > 0)
            {
                listSplitsForApptProcs = PaySplits.GetPaySplitsFromProcs(listProcedures.Select(x => x.ProcNum).ToList());
            }
            Procedure brokenProcedure = new Procedure();

            #region Charting the proc
            if (procCode != null)
            {
                switch (procCode.ProcCode)
                {
                case "D9986":                        //Missed
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed);
                    break;

                case "D9987":                        //Cancelled
                    HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled);
                    break;
                }
                brokenProcedure.PatNum       = pat.PatNum;
                brokenProcedure.ProvNum      = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum);
                brokenProcedure.CodeNum      = procCode.CodeNum;
                brokenProcedure.ProcDate     = DateTime.Today;
                brokenProcedure.DateEntryC   = DateTime.Now;
                brokenProcedure.ProcStatus   = ProcStat.C;
                brokenProcedure.ClinicNum    = appt.ClinicNum;
                brokenProcedure.UserNum      = Security.CurUser.UserNum;
                brokenProcedure.Note         = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + "  " + appt.AptDateTime.ToString();
                brokenProcedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService);              //Default proc place of service for the Practice is used.
                List <InsSub>  listInsSubs    = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum));
                List <InsPlan> listInsPlans   = InsPlans.RefreshForSubList(listInsSubs);
                List <PatPlan> listPatPlans   = PatPlans.Refresh(pat.PatNum);
                InsPlan        insPlanPrimary = null;
                InsSub         insSubPrimary  = null;
                if (listPatPlans.Count > 0)
                {
                    insSubPrimary  = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs);
                    insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans);
                }
                double procFee;
                long   feeSch;
                if (insPlanPrimary == null || procCode.NoBillIns)
                {
                    feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, brokenProcedure.ProvNum);
                }
                else                  //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns
                {
                    feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, brokenProcedure.ProvNum);
                }
                procFee = Fees.GetAmount0(brokenProcedure.CodeNum, feeSch, brokenProcedure.ClinicNum, brokenProcedure.ProvNum);
                if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical)         //PPO
                {
                    double provFee = Fees.GetAmount0(brokenProcedure.CodeNum, Providers.GetProv(brokenProcedure.ProvNum).FeeSched, brokenProcedure.ClinicNum,
                                                     brokenProcedure.ProvNum);
                    brokenProcedure.ProcFee = Math.Max(provFee, procFee);
                }
                else
                {
                    brokenProcedure.ProcFee = procFee;
                }
                if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
                {
                    brokenProcedure.SiteNum = pat.SiteNum;
                }
                Procedures.Insert(brokenProcedure);
                Procedure procOld = brokenProcedure.Copy();
                //Now make a claimproc if the patient has insurance.  We do this now for consistency because a claimproc could get created in the future.
                List <Benefit>   listBenefits          = Benefits.Refresh(listPatPlans, listInsSubs);
                List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(brokenProcedure.ProcNum);
                Procedures.ComputeEstimates(brokenProcedure, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs);
                if (listSplitsForApptProcs.Count > 0 && PrefC.GetBool(PrefName.TpPrePayIsNonRefundable) && procCode.ProcCode == "D9986")
                {
                    //if there are pre-payments, non-refundable pre-payments is turned on, and the broken appointment is a missed code then auto-fill
                    //the window with the sum of the procs for the appointment. Transfer money below after broken procedure is confirmed by the user.
                    //normally goes to the form to let the user speficy, this is the auto filled amount for the form.
                    brokenProcedure.ProcFee = feeOverride;                  //listSplitsForApptProcs.Sum(x => x.SplitAmt);
                    isNonRefundable         = true;
                }
                if (isDeleteBrokenProc)
                {
                    brokenProcedure.ProcStatus = ProcStat.D;
                }
                brokenProcedure.ProcFee = feeOverride;
                brokenProcAmount        = feeOverride;
                Procedures.Update(brokenProcedure, procOld);
            }
            #endregion
            //Note this MUST come after FormProcBroken since clicking cancel in that window will delete the procedure.
            if (isNonRefundable && !isDeleteBrokenProc && listSplitsForApptProcs.Count > 0)
            {
                //transfer what the user specified in the broken appointment window.
                //transfer up to the amount specified by the user
                foreach (Procedure proc in listProcedures)
                {
                    if (brokenProcAmount == 0)
                    {
                        break;
                    }
                    List <PaySplit> listSplitsForAppointmentProcedure = listSplitsForApptProcs.FindAll(x => x.ProcNum == proc.ProcNum);
                    foreach (PaySplit split in listSplitsForAppointmentProcedure)
                    {
                        if (brokenProcAmount == 0)
                        {
                            break;
                        }
                        double amt = Math.Min(brokenProcAmount, split.SplitAmt);
                        Payments.CreateTransferForTpProcs(proc, new List <PaySplit> {
                            split
                        }, brokenProcedure, amt);
                        brokenProcAmount -= amt;
                    }
                }
            }
            return(brokenProcedure);
        }