///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
if ((_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum)) || //Allow selected procs to show if paid off
entry.AmountEnd != 0) //All unpaid procedures should always show up per Nathan
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}
public void ProcMultiVisitTests_CrownGroupComplete_ClaimDates()
{
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(suffix);
InsuranceInfo insInfo = InsuranceT.AddInsurance(pat, suffix);
List <Procedure> listProcs = new List <Procedure>();
Procedure procBillable = ProcedureT.CreateProcedure(pat, "D2750", ProcStat.TP, "1", 100, new DateTime(2018, 5, 1));//PFM
listProcs.Add(procBillable);
Procedure procDelivery = ProcedureT.CreateProcedure(pat, "N4118", ProcStat.TP, "1", 0, new DateTime(2018, 8, 20)); //Seat - usually completed several months later.
listProcs.Add(procDelivery);
List <ClaimProc> listClaimProcs = ProcedureT.ComputeEstimates(pat, insInfo);
ProcMultiVisits.CreateGroup(listProcs);
Procedure procBillableOld = procBillable.Copy();
procBillable.ProcStatus = ProcStat.C;
Procedures.Update(procBillable, procBillableOld);
Procedure procDeliveryOld = procDelivery.Copy();
procDelivery.ProcStatus = ProcStat.C;
Procedures.Update(procDelivery, procDeliveryOld);
Assert.AreEqual(ProcMultiVisits.IsProcInProcess(procBillable.ProcNum), false); //Both procedures complete means the group is now complete (not In Process).
Assert.AreEqual(ProcMultiVisits.IsProcInProcess(procDelivery.ProcNum), false); //Both procedures complete means the group is now complete (not In Process).
Claim claim = new Claim();
claim.DateSent = DateTimeOD.Today;
claim.DateSentOrig = DateTime.MinValue;
claim.ClaimStatus = "W";
//Dates of service are calculated inside AccountModules.CreateClaim().
//The procDelivery cannot be attached to the claim in the UI, because $0 procs are blocked by UI. Therefore, we only attach the procBilled to the claim here.
ODTuple <bool, Claim, string> clmResult = AccountModules.CreateClaim(claim, "P", insInfo.ListPatPlans, insInfo.ListInsPlans, listClaimProcs, listProcs,
insInfo.ListInsSubs, pat, null, new List <Procedure> {
procBillable
}, "", insInfo.PriInsPlan, insInfo.PriInsSub, Relat.Self);
Assert.AreEqual(clmResult.Item3, ""); //Ensure no validation errors creating the claim. This is to verify the integrity of the unit test design.
Assert.AreEqual(clmResult.Item2.DateService, procDelivery.ProcDate); //Claim date of service must always be the greatest date in the multi visit group.
listClaimProcs = ClaimProcs.RefreshForClaim(clmResult.Item2.ClaimNum);
Assert.AreEqual(listClaimProcs[0].ProcDate, procDelivery.ProcDate); //Proc date of service must always be the greatest date in the multi visit group, even if performed on a different day.
}
private void FillGrid()
{
CreditCalcType credCalc;
if (_isSimpleView)
{
credCalc = CreditCalcType.ExcludeAll;
groupBreakdown.Visible = false;
groupCreditLogic.Visible = false;
}
else if (radioIncludeAllCredits.Checked)
{
credCalc = CreditCalcType.IncludeAll;
}
else if (radioOnlyAllocatedCredits.Checked)
{
credCalc = CreditCalcType.AllocatedOnly;
}
else
{
credCalc = CreditCalcType.ExcludeAll;
}
_listAccountCharges = AccountModules.GetListUnpaidAccountCharges(_listProcedures, _listAdjustments,
_listPaySplits, _listClaimProcs, _listPayPlanCharges, _listInsPayAsTotal, credCalc, ListSplitsCur);
gridMain.BeginUpdate();
gridMain.ListGridColumns.Clear();
GridColumn col = new GridColumn(Lan.g("TableProcSelect", "Date"), 70);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableProcSelect", "Prov"), 55);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableProcSelect", "Code"), 55);
gridMain.ListGridColumns.Add(col);
if (Clinics.IsMedicalPracticeOrClinic(Clinics.ClinicNum))
{
col = new GridColumn(Lan.g("TableProcSelect", "Description"), 290);
gridMain.ListGridColumns.Add(col);
}
else
{
col = new GridColumn(Lan.g("TableProcSelect", "Tooth"), 40);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableProcSelect", "Description"), 250);
gridMain.ListGridColumns.Add(col);
}
if (credCalc == CreditCalcType.ExcludeAll)
{
col = new GridColumn(Lan.g("TableProcSelect", "Amt"), 0, HorizontalAlignment.Right);
gridMain.ListGridColumns.Add(col);
}
else
{
col = new GridColumn(Lan.g("TableProcSelect", "Amt Orig"), 60, HorizontalAlignment.Right);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableProcSelect", "Amt Start"), 60, HorizontalAlignment.Right);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableProcSelect", "Amt End"), 60, HorizontalAlignment.Right);
gridMain.ListGridColumns.Add(col);
}
gridMain.ListGridRows.Clear();
GridRow row;
foreach (AccountEntry entry in _listAccountCharges)
{
if ((entry.GetType() != typeof(ProcExtended) || Math.Round(entry.AmountEnd, 3) == 0) && credCalc != CreditCalcType.ExcludeAll)
{
continue;
}
Procedure procCur = ((ProcExtended)entry.Tag).Proc;
ProcedureCode procCodeCur = ProcedureCodes.GetProcCode(procCur.CodeNum);
row = new GridRow();
row.Cells.Add(procCur.ProcDate.ToShortDateString());
row.Cells.Add(Providers.GetAbbr(entry.ProvNum));
row.Cells.Add(procCodeCur.ProcCode);
if (!Clinics.IsMedicalPracticeOrClinic(Clinics.ClinicNum))
{
row.Cells.Add(procCur.ToothNum == "" ? Tooth.SurfTidyFromDbToDisplay(procCur.Surf, procCur.ToothNum) : Tooth.ToInternat(procCur.ToothNum));
}
string descriptionText = "";
if (procCur.ProcStatus == ProcStat.TP)
{
descriptionText = "(TP) ";
}
descriptionText += procCodeCur.Descript;
row.Cells.Add(descriptionText);
row.Cells.Add(entry.AmountOriginal.ToString("f"));
if (credCalc != CreditCalcType.ExcludeAll)
{
row.Cells.Add(entry.AmountStart.ToString("f"));
row.Cells.Add(entry.AmountEnd.ToString("f"));
}
row.Tag = entry;
gridMain.ListGridRows.Add(row);
}
gridMain.EndUpdate();
if (!_isSimpleView)
{
RefreshBreakdown();
}
}
///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
//CONSIDER ANY CHANGES MADE HERE MAY ALSO NEED TO BE ADDED TO FormProcSelect.
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments, listPaySplits, listClaimProcs
, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
bool isProcSelectedInAccount = false;
if (_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum))
{
isProcSelectedInAccount = true;
}
if (calc == CreditCalcType.ExcludeAll) //show everything. Regardless of procs loading window or amount remaining.
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
else if (calc.In(CreditCalcType.IncludeAll, CreditCalcType.AllocatedOnly) && (entry.AmountEnd != 0 || isProcSelectedInAccount))
{
//Unpaid procedures should always show per Nathan. If proc was specifically selected before entering window, show it anyways.
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, (double)entry.AmountStart);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}
