public void LedgersTests_ComputeAgingProcLifo_PayPlan2()
{
Patient pat = PatientT.CreatePatient(fName: "Visit Based", lName: "UDP Ortho");
Def defPay = DefT.CreateDefinition(DefCat.PaymentTypes, "Check");
Procedure proc6 = ProcedureT.CreateProcedure(pat, "D8090", ProcStat.C, "", 1200, DateTime.Today.AddMonths(-6).AddDays(-1));
PayPlan payPlan = PayPlanT.CreatePayPlan(pat.PatNum, 4000, 166.67, DateTime.Today.AddMonths(-6).AddDays(-1), proc6.ProvNum);
Payment pay6 = PaymentT.MakePayment(pat.PatNum, 166.67, DateTime.Today.AddMonths(-6).AddDays(-1), payPlanNum: payPlan.PayPlanNum, provNum: proc6.ProvNum, procNum: proc6.ProcNum, payType: defPay.DefNum);
PayPlanCharge ppc6 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-6).AddDays(-1), 1200, 0, "D8090: CompOrthoAdlt", proc6.ProvNum, 0, PayPlanChargeType.Credit, proc6.ProcNum);
Procedure proc5 = ProcedureT.CreateProcedure(pat, "D8670", ProcStat.C, "", 121.74, DateTime.Today.AddMonths(-5).AddDays(-1));
Payment pay5 = PaymentT.MakePayment(pat.PatNum, 166.67, DateTime.Today.AddMonths(-5).AddDays(-1), payPlanNum: payPlan.PayPlanNum, provNum: proc5.ProvNum, procNum: proc5.ProcNum, payType: defPay.DefNum);
PayPlanCharge ppc5 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-5).AddDays(-1), 121.74, 0, "D8670: OrthoAdj", proc5.ProvNum, 0, PayPlanChargeType.Credit, proc5.ProcNum);
Procedure proc4 = ProcedureT.CreateProcedure(pat, "D8670", ProcStat.C, "", 121.74, DateTime.Today.AddMonths(-4).AddDays(-1));
PayPlanCharge ppc4 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-4).AddDays(-1), 121.74, 0, "D8670: OrthoAdj", proc4.ProvNum, 0, PayPlanChargeType.Credit, proc4.ProcNum);
Procedure proc3 = ProcedureT.CreateProcedure(pat, "D8670", ProcStat.C, "", 121.74, DateTime.Today.AddMonths(-3).AddDays(-1));
PayPlanCharge ppc3 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-3).AddDays(-1), 121.74, 0, "D8670: OrthoAdj", proc3.ProvNum, 0, PayPlanChargeType.Credit, proc3.ProcNum);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D8670", ProcStat.C, "", 121.74, DateTime.Today.AddMonths(-2).AddDays(-1));
PayPlanCharge ppc2 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-2).AddDays(-1), 121.74, 0, "D8670: OrthoAdj", proc2.ProvNum, 0, PayPlanChargeType.Credit, proc2.ProcNum);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D8670", ProcStat.C, "", 121.74, DateTime.Today.AddMonths(-1).AddDays(-1));
PayPlanCharge ppc1 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-1).AddDays(-1), 121.74, 0, "D8670: OrthoAdj", proc1.ProvNum, 0, PayPlanChargeType.Credit, proc1.ProcNum);
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 166.67, 166.67, 166.67, 333.34, 833.35, YN.Yes);
CheckAgingProcLifo(pat.PatNum, 166.67, 288.41, 288.41, 89.86, 833.35, YN.No);
CheckAgingProcLifo(pat.PatNum, 166.67, 288.41, 288.41, 89.86, 833.35, YN.Unknown); //Unset will behave the same as Off for now, until we change default behavior in future.
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void PaymentEdit_Init_ChargesWithUnattachedPayPlanCreditsWithPreviousPayments()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
long prov = ProviderT.CreateProvider("ProvA");
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4), provNum: prov);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4).AddDays(1), provNum: prov);
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), prov, totalAmt: 195); //totalAmt since unattached credits
//Make initial payments.
PaymentT.MakePayment(pat.PatNum, 30, DateTime.Today.AddMonths(-2), payplan.PayPlanNum, prov, 0, 1);
PaymentT.MakePayment(pat.PatNum, 30, DateTime.Today.AddMonths(-1), payplan.PayPlanNum, prov, 0, 1);
//Go to make another payment. 2 pay plan charges should have been "removed" (amtStart to 0) from being paid.
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 30, DateTime.Today);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.InitData initData = PaymentEdit.Init(loadData.ListAssociatedPatients, Patients.GetFamily(pat.PatNum), new Family {
}, pay
, loadData.ListSplits, new List <Procedure>(), pat.PatNum, loadData: loadData);
//2 procs and 2 pp charges
Assert.AreEqual(4, initData.AutoSplitData.ListAccountCharges.FindAll(x => x.AmountStart > 0).Count);
Assert.AreEqual(2, initData.AutoSplitData.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(Procedure)));
Assert.AreEqual(4, initData.AutoSplitData.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
public void PaymentEdit_ConstructAndLinkChargeCredits_ChargesWithAttachedPayPlanCreditsWithPreviousPayments()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4));
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4));
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), 0, new List <Procedure>()
{
proc1, proc2
});
//Procedures's amount start should now be 0 from being attached. Make initial payments.
PaymentT.MakePayment(pat.PatNum, 30, DateTime.Today.AddMonths(-2), payplan.PayPlanNum, procNum: proc1.ProcNum);
PaymentT.MakePayment(pat.PatNum, 30, DateTime.Today.AddMonths(-1), payplan.PayPlanNum, procNum: proc1.ProcNum);
//2 pay plan charges should have been removed from being paid. Make a new payment.
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 30, DateTime.Today, isNew: true, payType: 1);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.InitData initData = PaymentEdit.Init(loadData.ListAssociatedPatients, Patients.GetFamily(pat.PatNum), new Family {
}, pay
, loadData.ListSplits, new List <Procedure>(), pat.PatNum, loadData: loadData);
//should only see 2 pay plan charges that have not been paid, along with 2 pay plan charges that have been paid.
Assert.AreEqual(2, initData.AutoSplitData.ListAccountCharges.FindAll(x => x.AmountStart > 0).Count);
Assert.AreEqual(4, initData.AutoSplitData.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
public void AgingData_GetAgingData_PayPlanBillInAdvanceDays_WithPendingProc()
{
string suffix = MethodBase.GetCurrentMethod().Name;
Patient patient = PatientT.CreatePatient(suffix);
long provNum = ProviderT.CreateProvider(suffix);
DateTime datePayPlan = DateTime.Today.AddDays(5);
DateTime datePayPlanCreate = DateTime.Today.AddMonths(-1); //Payment Plan was created a month ago.
DateTime dateProc = DateTime.Today;
DateTime dateStatement = DateTime.Today.AddDays(-5);
//Create a payment plan where the first charge date in the future.
PayPlanT.CreatePayPlan(patient.PatNum, 1000, 500, datePayPlan, provNum);
//Create a completed procedure that was completed today, before the first payplan charge date.
ProcedureT.CreateProcedure(patient, "D1100", ProcStat.C, "", 5, dateProc);
//Insert a statement that was sent during the "bill in advance days" for the payment plan charge above.
StatementT.CreateStatement(patient.PatNum, mode_: StatementMode.Mail, isSent: true, dateSent: dateStatement);
//Make sure that the preference PayPlansBillInAdvanceDays is set to a day range that encompasses the first payment plan charge date.
PrefT.UpdateLong(PrefName.PayPlansBillInAdvanceDays, 10);
//This scenario is exploiting the fact that the statement created 5 days ago was technically created for the payment plan (in advance).
//Because of this fact, the patient shouldn't show up in the billing list until something new happens after the statement date.
//The procedure that was completed today should cause the patient to show up in the billing list (something new happened).
SerializableDictionary <long, PatAgingData> dictPatAgingData = AgingData.GetAgingData(false, true, false, false, false, new List <long>());
//Assert that the patient has been returned due to the completed procedure.
Assert.IsTrue(dictPatAgingData.ContainsKey(patient.PatNum), "No aging data was returned for the patient.");
//Assert all pertinent PatAgingData for this unit test.
Assert.IsNotNull(dictPatAgingData[patient.PatNum].ListPatAgingTransactions);
PatAgingTransaction patAgingTransactionPP = dictPatAgingData[patient.PatNum].ListPatAgingTransactions
.FirstOrDefault(x => x.TransactionType == PatAgingTransaction.TransactionTypes.PayPlanCharge);
//Act like the payment plan was created a month ago.
patAgingTransactionPP.SecDateTEntryTrans = datePayPlanCreate;
PatAgingTransaction patAgingTransactionProc = dictPatAgingData[patient.PatNum].ListPatAgingTransactions
.FirstOrDefault(x => x.TransactionType == PatAgingTransaction.TransactionTypes.Procedure);
Assert.IsNotNull(patAgingTransactionPP);
Assert.IsNotNull(patAgingTransactionProc);
Assert.AreEqual(datePayPlan, patAgingTransactionPP.DateLastTrans);
Assert.AreEqual(dateProc, patAgingTransactionProc.DateLastTrans);
SerializableDictionary <long, List <PatAgingTransaction> > dictPatAgingTrans = new SerializableDictionary <long, List <PatAgingTransaction> >();
foreach (KeyValuePair <long, PatAgingData> kvp in dictPatAgingData)
{
dictPatAgingTrans[kvp.Key] = kvp.Value.ListPatAgingTransactions;
}
//The last transaction date should be the procedure date and not the pay plan charge date (even though pay plan is later).
Assert.AreEqual(dateProc, AgingData.GetDateLastTrans(dictPatAgingTrans[patient.PatNum], dateStatement).Date);
List <PatAging> listPatAging = Patients.GetAgingList("", DateTime.Today.AddMonths(-1), new List <long>(), false, false, 0, false, false, new List <long>(),
false, false, new List <long>(), new List <long>(), dictPatAgingTrans);
//Assert that the patient has been flagged to get a new statement due to procedure that was completed above.
Assert.IsTrue(listPatAging.Any(x => x.PatNum == patient.PatNum), "The expected patient was not present in the AgingList.");
}
public void LedgersTests_ComputeAging_PayPlanDynamicCreditsWithClaimProcs()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc45 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
ClaimProc cp45 = new ClaimProc();
InsuranceInfo insInfo = InsuranceT.AddInsurance(pat, "DynPayPlan");
ClaimProcs.CreateEst(cp45, proc45, insInfo.PriInsPlan, insInfo.PriInsSub);
cp45.Status = ClaimProcStatus.NotReceived;
cp45.InsEstTotal = -1;
cp45.InsPayEst = 15;
cp45.WriteOffEst = 0;
cp45.WriteOff = 0;
ClaimProcs.Update(cp45);
listProcs.AddRange(new List <Procedure> {
proc45
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 30, listProcs, listAdjs);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(30, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 30, 0, 15, 35, 30, YN.Yes); //new - pay plan credit of $30 gets applied to cooresponding procedure
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.No); //old - pay plan credit gets applied to oldest production on the account
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void LedgersTests_ComputeAging_PayPlanDynamic()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 55, DateTime.Today.AddDays(-32), provNum: provNum);
Procedure proc3 = ProcedureT.CreateProcedure(pat, "D0270", ProcStat.C, "", 65, DateTime.Today.AddDays(-15), provNum: provNum);
Adjustment adjProc2 = AdjustmentT.MakeAdjustment(pat.PatNum, 10, proc2.ProcDate, proc2.ProcDate, proc2.ProcNum, provNum);
Adjustment adjProc3 = AdjustmentT.MakeAdjustment(pat.PatNum, 20, proc3.ProcDate, proc3.ProcDate, proc3.ProcNum, provNum);
Adjustment adj = AdjustmentT.MakeAdjustment(pat.PatNum, 30, DateTime.Today.AddDays(-5), provNum: provNum);
listProcs.AddRange(new List <Procedure> {
proc1, proc2, proc3
});
listAdjs.AddRange(new List <Adjustment> {
adj
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 40, listProcs, listAdjs);
//PayPlan payplan=PayPlanT.CreatePayPlanWithCredits(pat.PatNum,40,DateTime.Today,provNum:provNum,listProcs,195,pat.PatNum);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(40, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 70, 0, 0, 5, 40, YN.Yes); //new
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.No); //old
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void AgingData_GetAgingData_PayPlanBillInAdvanceDays_WithNewPayPlan()
{
string suffix = MethodBase.GetCurrentMethod().Name;
Patient patient = PatientT.CreatePatient(suffix);
long provNum = ProviderT.CreateProvider(suffix);
DateTime datePayPlanCharge = DateTime.Today.AddDays(5);
DateTime datePayPlanCreate = DateTime.Today; //The payment plan that we are about to create will automatically have this date as the SecTDateEntry
DateTime dateProc = DateTime.Today.AddDays(-1);
DateTime dateStatement = DateTime.Today.AddDays(-1);
//Create a payment plan where the first charge date in the future.
PayPlanT.CreatePayPlan(patient.PatNum, 1000, 500, datePayPlanCharge, provNum);
//Create a completed procedure that was completed yesterday, before the first payplan charge date AND before the payment plan creation date.
ProcedureT.CreateProcedure(patient, "D1100", ProcStat.C, "", 5, dateProc);
//Insert a statement that was sent during the "bill in advance days" for the payment plan charge AND before the payment plan creation date.
StatementT.CreateStatement(patient.PatNum, mode_: StatementMode.Mail, isSent: true, dateSent: dateStatement);
//Make sure that the preference PayPlansBillInAdvanceDays is set to a day range that encompasses the first payment plan charge date.
PrefT.UpdateLong(PrefName.PayPlansBillInAdvanceDays, 10);
//This scenario is exploiting the fact that the statement created yesterday was NOT technically created for the payment plan (in advance).
//Because of this fact, the patient should show up in the billing list because something new has happened after the statement date.
//The new payment plan should not be associated to the previous statement due to the SecTDateEntry.
SerializableDictionary <long, PatAgingData> dictPatAgingData = AgingData.GetAgingData(false, true, false, false, false, new List <long>());
//Assert that the patient has been returned due to owing money on the payment plan that was created.
Assert.IsTrue(dictPatAgingData.ContainsKey(patient.PatNum), "No aging data was returned for the patient.");
Assert.IsNotNull(dictPatAgingData[patient.PatNum].ListPatAgingTransactions);
PatAgingTransaction patAgingTransactionPP = dictPatAgingData[patient.PatNum].ListPatAgingTransactions
.FirstOrDefault(x => x.TransactionType == PatAgingTransaction.TransactionTypes.PayPlanCharge);
PatAgingTransaction patAgingTransactionProc = dictPatAgingData[patient.PatNum].ListPatAgingTransactions
.FirstOrDefault(x => x.TransactionType == PatAgingTransaction.TransactionTypes.Procedure);
Assert.IsNotNull(patAgingTransactionPP);
Assert.IsNotNull(patAgingTransactionProc);
Assert.AreEqual(datePayPlanCharge, patAgingTransactionPP.DateLastTrans);
Assert.AreEqual(dateProc, patAgingTransactionProc.DateLastTrans);
SerializableDictionary <long, List <PatAgingTransaction> > dictPatAgingTrans = new SerializableDictionary <long, List <PatAgingTransaction> >();
foreach (KeyValuePair <long, PatAgingData> kvp in dictPatAgingData)
{
dictPatAgingTrans[kvp.Key] = kvp.Value.ListPatAgingTransactions;
}
//The last transaction date should be the charge date of the pay plan charge which indicates that the statement doesn't apply
//to the payment plan because the payment plan was created AFTER the statement that just so happens to fall within the "bill in advance days".
Assert.AreEqual(datePayPlanCharge, AgingData.GetDateLastTrans(dictPatAgingTrans[patient.PatNum], dateStatement).Date);
List <PatAging> listPatAging = Patients.GetAgingList("", DateTime.Today.AddMonths(-1), new List <long>(), false, false, 0, false, false, new List <long>(),
false, false, new List <long>(), new List <long>(), dictPatAgingTrans);
Assert.IsTrue(listPatAging.Any(x => x.PatNum == patient.PatNum), "The expected patient was not present in the AgingList.");
}
public void LedgersTests_ComputeAgingProcLifo_PayPlan3()
{
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlan3", suffix: suffix);
Procedure proc95 = ProcedureT.CreateProcedure(pat, "D0270", ProcStat.C, "", 200, DateTime.Today.AddDays(-95));
Procedure proc35 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 100, DateTime.Today.AddDays(-35));
PayPlan payPlan = PayPlanT.CreatePayPlan(pat.PatNum, 100, 50, DateTime.Today.AddDays(-35), proc35.ProvNum);
Adjustment adj5 = AdjustmentT.MakeAdjustment(pat.PatNum, -5.50, DateTime.Today.AddDays(-5), proc35.ProcDate, proc35.ProcNum);
PayPlanCharge ppc5 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddDays(-5), 100, 0, chargeType: PayPlanChargeType.Credit, procNum: proc35.ProcNum);
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 50, 44.50, 0, 200, 100, YN.Yes);
CheckAgingProcLifo(pat.PatNum, 50, 150, 0, 94.50, 100, YN.No);
CheckAgingProcLifo(pat.PatNum, 50, 150, 0, 94.50, 100, YN.Unknown); //Unset will behave the same as Off for now, until we change default behavior in future.
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void PaymentEdit_Init_PayPlanChargesWithUnattachedCredits()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4));
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4));
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), 0, totalAmt: 195);
//Go to make a payment for the charges due
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 60, DateTime.Today);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, loadData.ConstructChargesData.ListPaySplits, pay, new List <Procedure> (), loadData: loadData);
Assert.AreEqual(6, constructResults.ListAccountCharges.Count); //2 procedures and 4 months of charges since unattached credits.
Assert.AreEqual(2, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(Procedure)));
Assert.AreEqual(4, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
public void AgingData_GetAgingData_PayPlanBillInAdvanceDays_WithStatement()
{
string suffix = MethodBase.GetCurrentMethod().Name;
Patient patient = PatientT.CreatePatient(suffix);
long provNum = ProviderT.CreateProvider(suffix);
//Create a payment plan where the first charge date is in the future.
DateTime dateTimePayPlanCharge = DateTime.Today.AddDays(5);
DateTime dateStatement = DateTime.Today;
PayPlanT.CreatePayPlan(patient.PatNum, 1000, 500, dateTimePayPlanCharge, provNum);
//Make sure that the preference PayPlansBillInAdvanceDays is set to a day range that encompasses the first payment plan charge date.
PrefT.UpdateLong(PrefName.PayPlansBillInAdvanceDays, 10);
SerializableDictionary <long, PatAgingData> dictPatAgingData = AgingData.GetAgingData(false, true, false, false, false, new List <long>());
//Assert that the patient has been returned due to owing money on a payment plan that falls within the "bill in advance days" preference.
Assert.IsTrue(dictPatAgingData.ContainsKey(patient.PatNum), "No aging data was returned for the patient.");
//Assert all pertinent PatAgingData for this unit test.
Assert.IsNotNull(dictPatAgingData[patient.PatNum].ListPatAgingTransactions);
PatAgingTransaction patAgingTransaction = dictPatAgingData[patient.PatNum].ListPatAgingTransactions
.FirstOrDefault(x => x.TransactionType == PatAgingTransaction.TransactionTypes.PayPlanCharge);
Assert.IsNotNull(patAgingTransaction);
Assert.AreEqual(dateTimePayPlanCharge, patAgingTransaction.DateLastTrans);
//Insert a statement that was sent today. This should cause the patient to be excluded from the PatAging list returned.
StatementT.CreateStatement(patient.PatNum, mode_: StatementMode.Mail, isSent: true, dateSent: dateStatement);
SerializableDictionary <long, List <PatAgingTransaction> > dictPatAgingTrans = new SerializableDictionary <long, List <PatAgingTransaction> >();
foreach (KeyValuePair <long, PatAgingData> kvp in dictPatAgingData)
{
dictPatAgingTrans[kvp.Key] = kvp.Value.ListPatAgingTransactions;
}
//Assert that GetDateLastTrans() returns the date we are expecting.
Assert.AreEqual(DateTime.MinValue, AgingData.GetDateLastTrans(dictPatAgingTrans[patient.PatNum], dateStatement).Date);
List <PatAging> listPatAging = Patients.GetAgingList("", DateTime.Today.AddMonths(-1), new List <long>(), false, false, 0, false, false, new List <long>(), false, false,
new List <long>(), new List <long>(), dictPatAgingTrans);
//Assert that the patient will not get a new statement due to the statement that was created above.
Assert.IsFalse(listPatAging.Any(x => x.PatNum == patient.PatNum), "The patient was not supposed to be present in the AgingList.");
}
public void PaymentEdit_Init_PayPlanChargesWithAttachedCredits()
{
//new payplan
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1120", ProcStat.C, "", 135, DateTime.Today.AddMonths(-4));
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 60, DateTime.Today.AddMonths(-4));
PayPlan payplan = PayPlanT.CreatePayPlanWithCredits(pat.PatNum, 30, DateTime.Today.AddMonths(-3), 0, new List <Procedure>()
{
proc1, proc2
});
//Go to make a payment for the charges that are due
Payment pay = PaymentT.MakePaymentNoSplits(pat.PatNum, 60, DateTime.Today);
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, pay, new List <long> {
pat.PatNum
}, true, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, loadData.ConstructChargesData.ListPaySplits, pay, new List <Procedure> (), loadData: loadData);
Assert.AreEqual(4, constructResults.ListAccountCharges.FindAll(x => x.AmountStart > 0).Count); //Procs shouldn't show - only the 4 pay plan charges
Assert.AreEqual(4, constructResults.ListAccountCharges.Count(x => x.Tag.GetType() == typeof(PayPlanCharge)));
}
public void LedgersTests_ComputeAging_PayPlanDynamicCredits()
{
//first need to create an unrelated pat that also has payment plan data to conflict with ours. This test is specifically to guard against a bug
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamicCredits");
Patient unrelatedPat = PatientT.CreatePatient("unrelatedPatPayPlanDyn");
Procedure procAttach = ProcedureT.CreateProcedure(unrelatedPat, "D0220", ProcStat.C, "", 200, provNum: provNum);
listProcs.Add(procAttach);
listAdjs.Add(AdjustmentT.MakeAdjustment(unrelatedPat.PatNum, 15, DateTime.Today.AddDays(-2), provNum: provNum));
listAdjs.Add(AdjustmentT.MakeAdjustment(unrelatedPat.PatNum, 5, DateTime.Today, DateTime.Today.AddDays(-2), procAttach.ProcNum, provNum));
PayPlanT.CreateDynamicPaymentPlan(unrelatedPat.PatNum, unrelatedPat.PatNum, DateTime.Today.AddDays(-2), 0, 0, 20, listProcs, listAdjs);
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
listProcs.Clear();
listAdjs.Clear();
Procedure proc = ProcedureT.CreateProcedure(pat, "D0270", ProcStat.C, "", 65, DateTime.Today.AddDays(-1), provNum: provNum);
Adjustment adj = AdjustmentT.MakeAdjustment(pat.PatNum, 20, DateTime.Today.AddDays(-1), proc.ProcDate, proc.ProcNum, provNum);
listProcs.Add(proc);
listAdjs.Add(adj);
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 30, listProcs, listAdjs);
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 0, 0, 0, 0, 0, YN.Yes);
CheckAgingProcLifo(pat.PatNum, 0, 0, 0, 0, 0, YN.No);
Assert.AreEqual(pat.BalTotal, 0); //everything on account should be credited
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void LedgersTests_ComputeAgingProcLifo_LargeDb()
{
Def defNeg = DefT.CreateDefinition(DefCat.AdjTypes, "Ortho Revenue", "-");
Def defPos = DefT.CreateDefinition(DefCat.AdjTypes, "Ortho Revenue", "+");
Def defPay = DefT.CreateDefinition(DefCat.PaymentTypes, "Check");
List <Patient> listPats = new List <Patient>();
for (int i = 0; i < 1000; i++)
{
Patient pat = PatientT.CreatePatient(fName: "Schedule Based", lName: "UDP Ortho LargeDb");
Procedure proc = ProcedureT.CreateProcedure(pat, "D8090", ProcStat.C, "", 4000, DateTime.Today.AddMonths(-6).AddDays(-1));
PayPlan payPlan = PayPlanT.CreatePayPlan(pat.PatNum, 4000, 166.67, DateTime.Today.AddMonths(-6).AddDays(-1), proc.ProvNum);
Adjustment adj6 = AdjustmentT.MakeAdjustment(pat.PatNum, -2800, DateTime.Today.AddMonths(-6).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defNeg.DefNum);
Payment pay6 = PaymentT.MakePayment(pat.PatNum, 166.67, DateTime.Today.AddMonths(-6).AddDays(-1), payPlanNum: payPlan.PayPlanNum, provNum: proc.ProvNum, procNum: proc.ProcNum, payType: defPay.DefNum);
PayPlanCharge ppc6 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-6).AddDays(-1), 1200, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
Adjustment adj5 = AdjustmentT.MakeAdjustment(pat.PatNum, 121.74, DateTime.Today.AddMonths(-5).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defPos.DefNum);
Payment pay5 = PaymentT.MakePayment(pat.PatNum, 166.67, DateTime.Today.AddMonths(-5).AddDays(-1), payPlanNum: payPlan.PayPlanNum, provNum: proc.ProvNum, procNum: proc.ProcNum, payType: defPay.DefNum);
PayPlanCharge ppc5 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-5).AddDays(-1), 121.74, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
Adjustment adj4 = AdjustmentT.MakeAdjustment(pat.PatNum, 121.74, DateTime.Today.AddMonths(-4).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defPos.DefNum);
PayPlanCharge ppc4 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-4).AddDays(-1), 121.74, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
Adjustment adj3 = AdjustmentT.MakeAdjustment(pat.PatNum, 121.74, DateTime.Today.AddMonths(-3).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defPos.DefNum);
PayPlanCharge ppc3 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-3).AddDays(-1), 121.74, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
Adjustment adj2 = AdjustmentT.MakeAdjustment(pat.PatNum, 121.74, DateTime.Today.AddMonths(-2).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defPos.DefNum);
PayPlanCharge ppc2 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-2).AddDays(-1), 121.74, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
Adjustment adj1 = AdjustmentT.MakeAdjustment(pat.PatNum, 121.74, DateTime.Today.AddMonths(-1).AddDays(-1), proc.ProcDate, proc.ProcNum, provNum: proc.ProvNum, adjType: defPos.DefNum);
PayPlanCharge ppc1 = PayPlanChargeT.CreateOne(payPlan.PayPlanNum, pat.Guarantor, pat.PatNum, DateTime.Today.AddMonths(-1).AddDays(-1), 121.74, 0, "D8090: CompOrthoAdlt", proc.ProvNum, 0, PayPlanChargeType.Credit, proc.ProcNum);
listPats.Add(pat);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
int agingProcLifoPrev = PrefC.GetInt(PrefName.AgingProcLifo);
Stopwatch swOn = new Stopwatch();
Stopwatch swOff = new Stopwatch();
Stopwatch swUnset = new Stopwatch();
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
swOn.Start();
PrefT.UpdateInt(PrefName.AgingProcLifo, (int)YN.Yes);
Ledgers.ComputeAging(0, DateTime.Today); //Compute aging for all patients.
foreach (Patient pat in listPats)
{
PatAssertBalances(pat.PatNum, 166.67, 166.67, 166.67, 333.34, 833.35);
}
swOn.Stop();
swOff.Start();
PrefT.UpdateInt(PrefName.AgingProcLifo, (int)YN.No);
Ledgers.ComputeAging(0, DateTime.Today); //Compute aging for all patients.
foreach (Patient pat in listPats)
{
PatAssertBalances(pat.PatNum, 166.67, 288.41, 288.41, 89.86, 833.35);
}
swOff.Stop();
swUnset.Start();
PrefT.UpdateInt(PrefName.AgingProcLifo, (int)YN.Unknown);
Ledgers.ComputeAging(0, DateTime.Today); //Compute aging for all patients.
foreach (Patient pat in listPats)
{
PatAssertBalances(pat.PatNum, 166.67, 288.41, 288.41, 89.86, 833.35);
}
swUnset.Stop();
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
PrefT.UpdateInt(PrefName.AgingProcLifo, agingProcLifoPrev);
}
//Fails if swOn run time is at least 10 times as large as the average of the runtimes for swUnset and swOff.
Assert.IsTrue(swOn.Elapsed.TotalMilliseconds < (swUnset.Elapsed.TotalMilliseconds + swOff.Elapsed.TotalMilliseconds) * 5,
"Pref On: " + swOn.Elapsed + "\r\n"
+ "Pref Off: " + swOff.Elapsed + "\r\n"
+ "Pref Unset: " + swUnset.Elapsed);
}
