/// <summary>Returns true if a finance charge is added, false if one is not added</summary>
private bool AddFinanceCharge(long PatNum, DateTime date, string APR, string atLeast, string ifOver, double OverallBalance, long PriProv, long adjType)
{
if (date > DateTime.Today && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustments cannot be made for future dates. Finance charge was not added.");
return(false);
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(PatNum);
if (installPlan != null) //Patient has an installment plan so use that APR instead.
{
APR = installPlan.APR.ToString();
}
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = adjType;
AdjustmentCur.AdjNote = ""; //"Finance Charge";
AdjustmentCur.AdjAmt = Math.Round(((PIn.Double(APR) * .01d / 12d) * OverallBalance), 2);
if (AdjustmentCur.AdjAmt.IsZero() || AdjustmentCur.AdjAmt < PIn.Double(ifOver))
{
//Don't add the charge if it is less than FinanceChargeOnlyIfOver; if the charge is exactly equal to FinanceChargeOnlyIfOver,
//the charge will be added. Ex., AdjAmt=2.00 and FinanceChargeOnlyIfOver=2.00, the charge will be added.
//Unless AdjAmt=0.00, in which case don't add a $0.00 finance charge
return(false);
}
//Add an amount that is at least the amount of FinanceChargeAtLeast
AdjustmentCur.AdjAmt = Math.Max(AdjustmentCur.AdjAmt, PIn.Double(atLeast));
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
return(true);
}
private void AddFinanceCharge(long PatNum, DateTime date, string APR, double OverallBalance, long PriProv)
{
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(PatNum);
if (installPlan != null) //Patient has an installment plan so use that APR instead.
{
APR = installPlan.APR.ToString();
}
Adjustment AdjustmentCur = new Adjustment();
AdjustmentCur.PatNum = PatNum;
//AdjustmentCur.DateEntry=PIn.PDate(textDate.Text);//automatically handled
AdjustmentCur.AdjDate = date;
AdjustmentCur.ProcDate = date;
AdjustmentCur.AdjType = PrefC.GetLong(PrefName.FinanceChargeAdjustmentType);
AdjustmentCur.AdjNote = ""; //"Finance Charge";
AdjustmentCur.AdjAmt = Math.Round(((PIn.Double(APR) * .01d / 12d) * OverallBalance), 2);
AdjustmentCur.ProvNum = PriProv;
Adjustments.Insert(AdjustmentCur);
}
///<summary>Adds the xml for one statement.</summary>
public static void GenerateOneStatement(XmlWriter writer, Statement stmt, Patient pat, Family fam, DataSet dataSet)
{
Patient guar = fam.ListPats[0];
writer.WriteStartElement("Statement");
//writer.WriteAttributeString("CreditCardChoice",PrefC.GetString(PrefName.BillingElectCreditCardChoices"));
//remit address----------------------------------------------------------
writer.WriteStartElement("RemitAddress");
if (!PrefC.GetBool(PrefName.EasyNoClinics) && Clinics.List.Length > 0 && //if using clinics
Clinics.GetClinic(guar.ClinicNum) != null) //and this guar is assigned to a clinic
{
Clinic clinic = Clinics.GetClinic(guar.ClinicNum);
writer.WriteElementString("Name", clinic.Description);
writer.WriteElementString("Address", clinic.Address);
writer.WriteElementString("Address2", clinic.Address2);
writer.WriteElementString("City", clinic.City);
writer.WriteElementString("State", clinic.State);
writer.WriteElementString("Zip", clinic.Zip);
string phone = "";
if (clinic.Phone.Length == 10)
{
phone = "(" + clinic.Phone.Substring(0, 3) + ")" + clinic.Phone.Substring(3, 3) + "-" + clinic.Phone.Substring(6);
}
writer.WriteElementString("Phone", phone);
}
else //not using clinics
{
writer.WriteElementString("Name", PrefC.GetString(PrefName.PracticeTitle));
writer.WriteElementString("Address", PrefC.GetString(PrefName.PracticeAddress));
writer.WriteElementString("Address2", PrefC.GetString(PrefName.PracticeAddress2));
writer.WriteElementString("City", PrefC.GetString(PrefName.PracticeCity));
writer.WriteElementString("State", PrefC.GetString(PrefName.PracticeST));
writer.WriteElementString("Zip", PrefC.GetString(PrefName.PracticeZip));
writer.WriteElementString("Phone", PrefC.GetString(PrefName.PracticePhone));
}
writer.WriteEndElement(); //RemitAddress
//Patient-------------------------------------------------------------------------------
writer.WriteStartElement("Patient");
writer.WriteElementString("Name", guar.GetNameFLFormal());
writer.WriteElementString("AccountNum", guar.PatNum.ToString());
writer.WriteElementString("Address", guar.Address);
writer.WriteElementString("Address2", guar.Address2);
writer.WriteElementString("City", guar.City);
writer.WriteElementString("State", guar.State);
writer.WriteElementString("Zip", guar.Zip);
writer.WriteEndElement(); //Patient
//Account summary-----------------------------------------------------------------------
writer.WriteStartElement("AccountSummary");
if (PrefC.GetLong(PrefName.StatementsCalcDueDate) == -1)
{
writer.WriteElementString("DueDate", Lan.g("FormRpStatement", "Upon Receipt"));
}
else
{
DateTime dueDate = DateTime.Today.AddDays(PrefC.GetLong(PrefName.StatementsCalcDueDate));
writer.WriteElementString("DueDate", dueDate.ToString("MM/dd/yyyy"));
}
writer.WriteElementString("StatementDate", stmt.DateSent.ToString("MM/dd/yyyy"));
DataTable tableAccount = null;
for (int i = 0; i < dataSet.Tables.Count; i++)
{
if (dataSet.Tables[i].TableName.StartsWith("account"))
{
tableAccount = dataSet.Tables[i];
}
}
//on a regular printed statement, the amount due at the top might be different from the balance at the middle right.
//This is because of payment plan balances.
//But in e-bills, there is only one amount due.
//Insurance estimate is already subtracted, and payment plan balance is already added.
double amountDue = guar.BalTotal;
//add payplan due amt:
for (int m = 0; m < dataSet.Tables["misc"].Rows.Count; m++)
{
if (dataSet.Tables["misc"].Rows[m]["descript"].ToString() == "payPlanDue")
{
amountDue += PIn.Double(dataSet.Tables["misc"].Rows[m]["value"].ToString());
}
}
if (PrefC.GetBool(PrefName.BalancesDontSubtractIns))
{
writer.WriteElementString("EstInsPayments", ""); //optional.
}
else //this is typical
{
writer.WriteElementString("EstInsPayments", guar.InsEst.ToString("F2")); //optional.
amountDue -= guar.InsEst;
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(guar.PatNum);
if (installPlan != null)
{
//show lesser of normal total balance or the monthly payment amount.
if (installPlan.MonthlyPayment < amountDue)
{
amountDue = installPlan.MonthlyPayment;
}
}
writer.WriteElementString("AmountDue", amountDue.ToString("F2"));
writer.WriteElementString("Bal_0_30", guar.Bal_0_30.ToString("F2"));
writer.WriteElementString("Bal_31_60", guar.Bal_31_60.ToString("F2"));
writer.WriteElementString("Bal_61_90", guar.Bal_61_90.ToString("F2"));
writer.WriteElementString("BalOver90", guar.BalOver90.ToString("F2"));
writer.WriteEndElement(); //AccountSummary
//Notes-----------------------------------------------------------------------------------
writer.WriteStartElement("Notes");
if (stmt.NoteBold != "")
{
writer.WriteStartElement("Note");
writer.WriteAttributeString("FgColor", ColorToHexString(Color.DarkRed));
writer.WriteCData(stmt.NoteBold);
writer.WriteEndElement(); //Note
}
if (stmt.Note != "")
{
writer.WriteStartElement("Note");
writer.WriteAttributeString("FgColor", ColorToHexString(Color.Black));
writer.WriteCData(stmt.Note);
writer.WriteEndElement(); //Note
}
writer.WriteEndElement(); //Notes
//Detail items------------------------------------------------------------------------------
writer.WriteStartElement("DetailItems");
string descript;
string fulldesc;
string procCode;
string tth;
string[] lineArray;
List <string> lines;
DateTime date;
int seq = 0;
for (int i = 0; i < tableAccount.Rows.Count; i++)
{
procCode = tableAccount.Rows[i]["ProcCode"].ToString();
tth = tableAccount.Rows[i]["tth"].ToString();
descript = tableAccount.Rows[i]["description"].ToString();
fulldesc = procCode + " " + tth + " " + descript;
lineArray = fulldesc.Split(new string[] { "\r\n" }, StringSplitOptions.RemoveEmptyEntries);
lines = new List <string>(lineArray);
//We assume that the line limit is 40 char.
if (lines[0].Length > 40)
{
string newline = lines[0].Substring(40);
lines[0] = lines[0].Substring(0, 40); //first half
lines.Insert(1, newline); //second half
}
for (int li = 0; li < lines.Count; li++)
{
writer.WriteStartElement("Item");
writer.WriteAttributeString("sequence", seq.ToString());
if (li == 0)
{
date = (DateTime)tableAccount.Rows[i]["DateTime"];
writer.WriteElementString("Date", date.ToString("MM/dd/yyyy"));
writer.WriteElementString("PatientName", tableAccount.Rows[i]["patient"].ToString());
}
else
{
writer.WriteElementString("Date", "");
writer.WriteElementString("PatientName", "");
}
writer.WriteElementString("Description", lines[li]);
if (li == 0)
{
writer.WriteElementString("Charges", tableAccount.Rows[i]["charges"].ToString());
writer.WriteElementString("Credits", tableAccount.Rows[i]["credits"].ToString());
writer.WriteElementString("Balance", tableAccount.Rows[i]["balance"].ToString());
}
else
{
writer.WriteElementString("Charges", "");
writer.WriteElementString("Credits", "");
writer.WriteElementString("Balance", "");
}
writer.WriteEndElement(); //Item
seq++;
}
}
writer.WriteEndElement(); //DetailItems
writer.WriteEndElement(); //Statement
}
///<summary>Adds the xml for one statement. Validation is performed here. Throws an exception if there is a validation failure.</summary>
public static void GenerateOneStatement(XmlWriter writer, Statement stmt, Patient pat, Family fam, DataSet dataSet)
{
DataTable tableMisc = dataSet.Tables["misc"];
DataTable tableAccount = dataSet.Tables.OfType <DataTable>().FirstOrDefault(x => x.TableName.StartsWith("account"));
Patient guar = fam.ListPats[0];
if (!Regex.IsMatch(guar.State, "^[A-Z]{2}$"))
{
throw new ApplicationException(Lan.g("EHG_Statements", "Guarantor state must be two uppercase characters.") + " " + guar.FName + " " + guar.LName + " #" + guar.PatNum);
}
writer.WriteStartElement("EisStatement");
writer.WriteAttributeString("OutputFormat", "StmOut_Blue6Col");
writer.WriteAttributeString("CreditCardChoice", PrefC.GetString(PrefName.BillingElectCreditCardChoices));
writer.WriteStartElement("Patient");
writer.WriteElementString("Name", guar.GetNameFLFormal());
writer.WriteElementString("Account", guar.PatNum.ToString());
writer.WriteElementString("Address1", guar.Address);
writer.WriteElementString("Address2", guar.Address2);
writer.WriteElementString("City", guar.City);
writer.WriteElementString("State", guar.State);
writer.WriteElementString("Zip", guar.Zip);
writer.WriteElementString("EMail", guar.Email);
//Account summary-----------------------------------------------------------------------
writer.WriteStartElement("AccountSummary");
if (stmt.DateRangeFrom.Year < 1880) //make up a statement date.
{
writer.WriteElementString("PriorStatementDate", DateTime.Today.AddMonths(-1).ToString("MM/dd/yyyy"));
}
else
{
writer.WriteElementString("PriorStatementDate", stmt.DateRangeFrom.AddDays(-1).ToString("MM/dd/yyyy"));
}
DateTime dueDate;
if (PrefC.GetLong(PrefName.StatementsCalcDueDate) == -1)
{
dueDate = DateTime.Today.AddDays(10);
}
else
{
dueDate = DateTime.Today.AddDays(PrefC.GetLong(PrefName.StatementsCalcDueDate));
}
writer.WriteElementString("DueDate", dueDate.ToString("MM/dd/yyyy"));
writer.WriteElementString("StatementDate", stmt.DateSent.ToString("MM/dd/yyyy"));
double balanceForward = tableMisc.Rows.OfType <DataRow>().Where(x => x["descript"].ToString() == "balanceForward")
.Select(x => PIn.Double(x["value"].ToString())).FirstOrDefault();//defaults to 0
writer.WriteElementString("PriorBalance", balanceForward.ToString("F2"));
writer.WriteElementString("RunningBalance", ""); //for future use
writer.WriteElementString("PerPayAdj", ""); //optional
writer.WriteElementString("InsPayAdj", ""); //optional
writer.WriteElementString("Adjustments", ""); //for future use
double charges = tableAccount.Rows.OfType <DataRow>().Sum(x => PIn.Double(x["chargesDouble"].ToString()));
writer.WriteElementString("NewCharges", charges.ToString("F2")); //optional
writer.WriteElementString("FinanceCharges", ""); //for future use
double credits = tableAccount.Rows.OfType <DataRow>().Sum(x => PIn.Double(x["creditsDouble"].ToString()));
writer.WriteElementString("Credits", credits.ToString("F2"));
//On a regular printed statement, the amount due at the top might be different from the balance at the middle right due to payplan balances.
//But in e-bills, there is only one amount due. Insurance estimate is already subtracted, and payment plan balance is already added.
double amountDue = guar.BalTotal;
if (PrefC.GetInt(PrefName.PayPlansVersion) == 1) //with version 2, payplan debits/credits are aged individually and are included in guar.BalTotal
{
amountDue += tableMisc.Rows.OfType <DataRow>().Where(x => x["descript"].ToString() == "payPlanDue")
.Select(x => PIn.Double(x["value"].ToString())).DefaultIfEmpty(0).Sum(); //add payplan(s) due amt
}
double insEst = 0;
if (!PrefC.GetBool(PrefName.BalancesDontSubtractIns)) //this is typical
{
insEst = guar.InsEst;
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(guar.PatNum);
if (installPlan != null && installPlan.MonthlyPayment < (amountDue - insEst))
{
amountDue = installPlan.MonthlyPayment;
insEst = 0;
}
writer.WriteElementString("EstInsPayments", insEst.ToString("F2")); //optional.
writer.WriteElementString("PatientShare", (amountDue - insEst).ToString("F2"));
writer.WriteElementString("CurrentBalance", amountDue.ToString("F2")); //this is ambiguous. It seems to be AmountDue, but it could be 0-30 days aging
writer.WriteElementString("PastDue30", guar.Bal_31_60.ToString("F2")); //optional
writer.WriteElementString("PastDue60", guar.Bal_61_90.ToString("F2")); //optional
writer.WriteElementString("PastDue90", guar.BalOver90.ToString("F2")); //optional
writer.WriteElementString("PastDue120", ""); //optional
writer.WriteEndElement(); //AccountSummary
//Notes-----------------------------------------------------------------------------------
writer.WriteStartElement("Notes");
if (stmt.NoteBold != "")
{
writer.WriteStartElement("Note");
writer.WriteAttributeString("FgColor", "Red"); //ColorToHexString(Color.DarkRed));
//writer.WriteAttributeString("BgColor",ColorToHexString(Color.White));
writer.WriteCData(stmt.NoteBold.Left(500)); //Limit of 500 char on notes.
writer.WriteEndElement(); //Note
}
if (stmt.Note != "")
{
writer.WriteStartElement("Note");
//writer.WriteAttributeString("FgColor",ColorToHexString(Color.Black));
//writer.WriteAttributeString("BgColor",ColorToHexString(Color.White));
writer.WriteCData(stmt.Note.Left(500)); //Limit of 500 char on notes.
writer.WriteEndElement(); //Note
}
writer.WriteEndElement(); //Notes
//Detail items------------------------------------------------------------------------------
writer.WriteStartElement("DetailItems");
List <string> lines;
int seq = 0;
//Jessica at DentalXchange says limit is 120. Specs say limit is 30.
//If we send more than 50 characters, DentalXChange will break the line at the 50th character, even if it is in the middle of a word, and wrap
//the rest of the line, so up to 70 chars onto line 2, which could easily extend past the end of the description field. The wrapped line will
//also have a different line spacing than if sent as a separate xml element. See the examples in
//...\Programmers Documents\eClaims Clearinghouse and Carrier Specific Details\DentalXChange ClaimConnect\ClaimConnect - EHG - WebClaim\EHG Statements\Examples
//Example: original description:
//line 1: 'D6103 5 bone graft for repair of periimplant defect - does not include flap entry and closure. Placement of a barrier membrane or biologic materials to aid in osseous regeneration are reported separately'
//version 16.2 sent as:
//line 1: 'D6103 5 bone graft for repair of periimplant defect - does not include flap entry and closure. Placement of a barrier '
//line 2: 'membrane or biologic materials to aid in osseous regeneration are reported separately'
//DentalXChange displayed lines as (with line 2 extended past the end of the description field):
//line 1: 'D6103 5 bone graft for repair of periimplant defe -'
//line 2: 'ct - does not include flap entry and closure. Placement of a barrier'
//line 3: 'membrane or biologic materials to aid in osseous r -'
//line 4: 'egeneration are reported separately'
//version 16.3 and up sent and displayed as:
//line 1: 'D6103 5 bone graft for repair of periimplant'
//line 2: 'defect - does not include flap entry and closure.'
//line 3: 'Placement of a barrier membrane or biologic'
//line 4: 'materials to aid in osseous regeneration are'
//line 5: 'reported separately'
const int lineMaxLen = 50;
int firstIndexNewLine;
string lineCur;
foreach (DataRow rowCur in tableAccount.Rows)
{
//There are frequently CRs within a procedure description for things like ins est.
lines = string.Join(" ", new[] { rowCur["ProcCode"].ToString(), rowCur["tth"].ToString(), rowCur["description"].ToString() })
.Split(new string[] { "\r\n" }, StringSplitOptions.RemoveEmptyEntries).Select(x => x.Trim()).ToList();
for (int li = 0; li < lines.Count; li++)
{
lineCur = lines[li];
if (lineCur.Length < 1 || lineCur.All(x => char.IsWhiteSpace(x))) //nothing to write
{
continue;
}
writer.WriteStartElement("DetailItem"); //has a child item. We won't add optional child note
writer.WriteAttributeString("sequence", seq.ToString());
writer.WriteStartElement("Item");
writer.WriteElementString("Date", li == 0?PIn.Date(rowCur["DateTime"].ToString()).ToString("MM/dd/yyyy"):"");
writer.WriteElementString("PatientName", li == 0?rowCur["patient"].ToString():"");
if (lineCur.Length > lineMaxLen)
{
firstIndexNewLine = lineMaxLen;
for (int c = lineMaxLen - 2; c > -1; c--) //-2, 1 for length to index and 1 so we can safely check index and index+1
{
if (!char.IsWhiteSpace(lineCur[c]) && char.IsWhiteSpace(lineCur[c + 1]))
{
firstIndexNewLine = c + 1;
break;
}
}
lines.Insert(li + 1, lineCur.Substring(firstIndexNewLine).Trim());
lines[li] = lineCur.Left(firstIndexNewLine);
}
writer.WriteStartElement("Description");
writer.WriteCData(lines[li]); //CData to allow any string, including punctuation, syntax characters and special characters.
writer.WriteEndElement(); //Description
writer.WriteElementString("Charges", li == 0?rowCur["charges"].ToString():"");
writer.WriteElementString("Credits", li == 0?rowCur["credits"].ToString():"");
writer.WriteElementString("Balance", li == 0?rowCur["balance"].ToString():"");
writer.WriteEndElement(); //Item
writer.WriteEndElement(); //DetailItem
seq++;
}
#region Notes Don't Display On Statements
/*The code below just didn't work because notes don't get displayed on the statement.
* linedesc=lines[0];
* note="";
* if(linedesc.Length>30) {
* note=linedesc.Substring(30);
* linedesc=linedesc.Substring(0,30);
* }
* for(int l=1;l<lines.Length;l++) {
* if(note!="") {
* note+="\r\n";
* }
* note+=lines[l];
* }
*
* if(note!="") {
* writer.WriteStartElement("Note");
* //we're not going to specify colors here since they're optional
* writer.WriteCData(note);
* writer.WriteEndElement();//Note
* }*/
#endregion Notes Don't Display On Statements
}
writer.WriteEndElement(); //DetailItems
writer.WriteEndElement(); //Patient
writer.WriteEndElement(); //EisStatement
}
///<summary>Adds the xml for one statement.</summary>
public static void GenerateOneStatement(XmlWriter writer, Statement stmt, Patient pat, Family fam, DataSet dataSet)
{
writer.WriteStartElement("Statement");
writer.WriteStartElement("RecipientAddress");
Patient guar = fam.ListPats[0];
writer.WriteElementString("Name", guar.GetNameFLFormal());
if (PrefC.GetBool(PrefName.StatementAccountsUseChartNumber))
{
writer.WriteElementString("Account", guar.ChartNumber);
}
else
{
writer.WriteElementString("Account", POut.Long(guar.PatNum));
}
writer.WriteElementString("Address1", guar.Address);
writer.WriteElementString("Address2", guar.Address2);
writer.WriteElementString("City", guar.City);
writer.WriteElementString("State", guar.State);
writer.WriteElementString("Zip", guar.Zip);
string email = "";
Def billingDef = Defs.GetDef(DefCat.BillingTypes, guar.BillingType);
if (billingDef.ItemValue == "E")
{
email = guar.Email;
}
writer.WriteElementString("EMail", email);
writer.WriteEndElement(); //RecipientAddress
//Account summary-----------------------------------------------------------------------
if (stmt.DateRangeFrom.Year < 1880) //make up a statement date.
{
writer.WriteElementString("PriorStatementDate", DateTime.Today.AddMonths(-1).ToString("MM/dd/yyyy"));
}
else
{
writer.WriteElementString("PriorStatementDate", stmt.DateRangeFrom.AddDays(-1).ToString("MM/dd/yyyy"));
}
DateTime dueDate;
if (PrefC.GetLong(PrefName.StatementsCalcDueDate) == -1)
{
dueDate = DateTime.Today.AddDays(10);
}
else
{
dueDate = DateTime.Today.AddDays(PrefC.GetLong(PrefName.StatementsCalcDueDate));
}
writer.WriteElementString("DueDate", dueDate.ToString("MM/dd/yyyy"));
writer.WriteElementString("StatementDate", stmt.DateSent.ToString("MM/dd/yyyy"));
double balanceForward = 0;
for (int r = 0; r < dataSet.Tables["misc"].Rows.Count; r++)
{
if (dataSet.Tables["misc"].Rows[r]["descript"].ToString() == "balanceForward")
{
balanceForward = PIn.Double(dataSet.Tables["misc"].Rows[r]["value"].ToString());
}
}
writer.WriteElementString("PriorBalance", balanceForward.ToString("F2"));
DataTable tableAccount = null;
for (int i = 0; i < dataSet.Tables.Count; i++)
{
if (dataSet.Tables[i].TableName.StartsWith("account"))
{
tableAccount = dataSet.Tables[i];
}
}
double credits = 0;
for (int i = 0; i < tableAccount.Rows.Count; i++)
{
credits += PIn.Double(tableAccount.Rows[i]["creditsDouble"].ToString());
}
writer.WriteElementString("Credits", credits.ToString("F2"));
decimal payPlanDue = 0;
double amountDue = guar.BalTotal;
for (int m = 0; m < dataSet.Tables["misc"].Rows.Count; m++)
{
if (dataSet.Tables["misc"].Rows[m]["descript"].ToString() == "payPlanDue")
{
payPlanDue += PIn.Decimal(dataSet.Tables["misc"].Rows[m]["value"].ToString()); //This will be an option once more users are using it.
}
}
writer.WriteElementString("PayPlanDue", payPlanDue.ToString("F2"));
if (PrefC.GetBool(PrefName.BalancesDontSubtractIns))
{
writer.WriteElementString("EstInsPayments", ""); //optional.
}
else //this is typical
{
writer.WriteElementString("EstInsPayments", guar.InsEst.ToString("F2")); //optional.
amountDue -= guar.InsEst;
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(guar.PatNum);
if (installPlan != null)
{
//show lesser of normal total balance or the monthly payment amount.
if (installPlan.MonthlyPayment < amountDue)
{
amountDue = installPlan.MonthlyPayment;
}
}
writer.WriteElementString("AmountDue", amountDue.ToString("F2"));
writer.WriteElementString("PastDue30", guar.Bal_31_60.ToString("F2")); //optional
writer.WriteElementString("PastDue60", guar.Bal_61_90.ToString("F2")); //optional
writer.WriteElementString("PastDue90", guar.BalOver90.ToString("F2")); //optional
//Notes-----------------------------------------------------------------------------------
writer.WriteStartElement("Notes");
if (stmt.NoteBold != "")
{
writer.WriteStartElement("Note");
writer.WriteAttributeString("FgColor", "Red");
writer.WriteCData(stmt.NoteBold);
writer.WriteEndElement(); //Note
}
if (stmt.Note != "")
{
writer.WriteStartElement("Note");
writer.WriteCData(stmt.Note);
writer.WriteEndElement(); //Note
}
writer.WriteEndElement(); //Notes
//Detail items------------------------------------------------------------------------------
writer.WriteStartElement("DetailItems");
//string note;
string descript;
string fulldesc;
string procCode;
string tth;
//string linedesc;
string[] lineArray;
List <string> lines;
DateTime date;
int seq = 0;
for (int i = 0; i < tableAccount.Rows.Count; i++)
{
procCode = tableAccount.Rows[i]["ProcCode"].ToString();
tth = tableAccount.Rows[i]["tth"].ToString();
descript = tableAccount.Rows[i]["description"].ToString();
fulldesc = procCode + " " + tth + " " + descript;
lineArray = fulldesc.Split(new string[] { "\r\n" }, StringSplitOptions.RemoveEmptyEntries);
lines = new List <string>(lineArray);
//The specs say that the line limit is 30 char. But in testing, it will take 50 char.
//We will use 40 char to be safe.
if (lines[0].Length > 40)
{
string newline = lines[0].Substring(40);
lines[0] = lines[0].Substring(0, 40); //first half
lines.Insert(1, newline); //second half
}
for (int li = 0; li < lines.Count; li++)
{
writer.WriteStartElement("DetailItem"); //has a child item. We won't add optional child note
writer.WriteAttributeString("sequence", seq.ToString());
writer.WriteStartElement("Item");
if (li == 0)
{
date = (DateTime)tableAccount.Rows[i]["DateTime"];
writer.WriteElementString("Date", date.ToString("MM/dd/yyyy"));
writer.WriteElementString("PatientName", tableAccount.Rows[i]["patient"].ToString());
}
else
{
writer.WriteElementString("Date", "");
writer.WriteElementString("PatientName", "");
}
writer.WriteElementString("Description", lines[li]);
if (li == 0)
{
writer.WriteElementString("Charges", tableAccount.Rows[i]["charges"].ToString());
writer.WriteElementString("Credits", tableAccount.Rows[i]["credits"].ToString());
writer.WriteElementString("Balance", tableAccount.Rows[i]["balance"].ToString());
}
else
{
writer.WriteElementString("Charges", "");
writer.WriteElementString("Credits", "");
writer.WriteElementString("Balance", "");
}
writer.WriteEndElement(); //Item
writer.WriteEndElement(); //DetailItem
seq++;
}
}
writer.WriteEndElement(); //DetailItems
writer.WriteEndElement(); //Statement
}
///<summary>Adds the xml for one statement. Validation is performed here. Throws an exception if there is a validation failure.</summary>
public static void GenerateOneStatement(XmlWriter writer, Statement stmt, Patient pat, Family fam, DataSet dataSet)
{
Patient guar = fam.ListPats[0];
if (!Regex.IsMatch(guar.State, "^[A-Z]{2}$"))
{
throw new ApplicationException(Lan.g("EHG_Statements", "Guarantor state must be two uppercase characters.") + " " + guar.FName + " " + guar.LName + " #" + guar.PatNum);
}
writer.WriteStartElement("EisStatement");
writer.WriteAttributeString("OutputFormat", "StmOut_Blue6Col");
writer.WriteAttributeString("CreditCardChoice", PrefC.GetString(PrefName.BillingElectCreditCardChoices));
writer.WriteStartElement("Patient");
writer.WriteElementString("Name", guar.GetNameFLFormal());
writer.WriteElementString("Account", guar.PatNum.ToString());
writer.WriteElementString("Address1", guar.Address);
writer.WriteElementString("Address2", guar.Address2);
writer.WriteElementString("City", guar.City);
writer.WriteElementString("State", guar.State);
writer.WriteElementString("Zip", guar.Zip);
string email = "";
Def billingDef = DefC.GetDef(DefCat.BillingTypes, guar.BillingType);
if (billingDef.ItemValue == "E")
{
email = guar.Email;
}
writer.WriteElementString("EMail", email);
//Account summary-----------------------------------------------------------------------
writer.WriteStartElement("AccountSummary");
if (stmt.DateRangeFrom.Year < 1880) //make up a statement date.
{
writer.WriteElementString("PriorStatementDate", DateTime.Today.AddMonths(-1).ToString("MM/dd/yyyy"));
}
else
{
writer.WriteElementString("PriorStatementDate", stmt.DateRangeFrom.AddDays(-1).ToString("MM/dd/yyyy"));
}
DateTime dueDate;
if (PrefC.GetLong(PrefName.StatementsCalcDueDate) == -1)
{
dueDate = DateTime.Today.AddDays(10);
}
else
{
dueDate = DateTime.Today.AddDays(PrefC.GetLong(PrefName.StatementsCalcDueDate));
}
writer.WriteElementString("DueDate", dueDate.ToString("MM/dd/yyyy"));
writer.WriteElementString("StatementDate", stmt.DateSent.ToString("MM/dd/yyyy"));
double balanceForward = 0;
for (int r = 0; r < dataSet.Tables["misc"].Rows.Count; r++)
{
if (dataSet.Tables["misc"].Rows[r]["descript"].ToString() == "balanceForward")
{
balanceForward = PIn.Double(dataSet.Tables["misc"].Rows[r]["value"].ToString());
}
}
writer.WriteElementString("PriorBalance", balanceForward.ToString("F2"));
writer.WriteElementString("RunningBalance", ""); //for future use
writer.WriteElementString("PerPayAdj", ""); //optional
writer.WriteElementString("InsPayAdj", ""); //optional
writer.WriteElementString("Adjustments", ""); //for future use
writer.WriteElementString("NewCharges", ""); //optional
writer.WriteElementString("FinanceCharges", ""); //for future use
DataTable tableAccount = null;
for (int i = 0; i < dataSet.Tables.Count; i++)
{
if (dataSet.Tables[i].TableName.StartsWith("account"))
{
tableAccount = dataSet.Tables[i];
}
}
double credits = 0;
for (int i = 0; i < tableAccount.Rows.Count; i++)
{
credits += PIn.Double(tableAccount.Rows[i]["creditsDouble"].ToString());
}
writer.WriteElementString("Credits", credits.ToString("F2"));
//on a regular printed statement, the amount due at the top might be different from the balance at the middle right.
//This is because of payment plan balances.
//But in e-bills, there is only one amount due.
//Insurance estimate is already subtracted, and payment plan balance is already added.
double amountDue = guar.BalTotal;
//add payplan due amt:
for (int m = 0; m < dataSet.Tables["misc"].Rows.Count; m++)
{
if (dataSet.Tables["misc"].Rows[m]["descript"].ToString() == "payPlanDue")
{
amountDue += PIn.Double(dataSet.Tables["misc"].Rows[m]["value"].ToString());
}
}
if (PrefC.GetBool(PrefName.BalancesDontSubtractIns))
{
writer.WriteElementString("EstInsPayments", ""); //optional.
}
else //this is typical
{
writer.WriteElementString("EstInsPayments", guar.InsEst.ToString("F2")); //optional.
amountDue -= guar.InsEst;
}
InstallmentPlan installPlan = InstallmentPlans.GetOneForFam(guar.PatNum);
if (installPlan != null)
{
//show lesser of normal total balance or the monthly payment amount.
if (installPlan.MonthlyPayment < amountDue)
{
amountDue = installPlan.MonthlyPayment;
}
}
writer.WriteElementString("PatientShare", amountDue.ToString("F2"));
writer.WriteElementString("CurrentBalance", amountDue.ToString("F2")); //this is ambiguous. It seems to be AmountDue, but it could possibly be 0-30 days aging
writer.WriteElementString("PastDue30", guar.Bal_31_60.ToString("F2")); //optional
writer.WriteElementString("PastDue60", guar.Bal_61_90.ToString("F2")); //optional
writer.WriteElementString("PastDue90", guar.BalOver90.ToString("F2")); //optional
writer.WriteElementString("PastDue120", ""); //optional
writer.WriteEndElement(); //AccountSummary
//Notes-----------------------------------------------------------------------------------
writer.WriteStartElement("Notes");
if (stmt.NoteBold != "")
{
writer.WriteStartElement("Note");
writer.WriteAttributeString("FgColor", "Red"); //ColorToHexString(Color.DarkRed));
//writer.WriteAttributeString("BgColor",ColorToHexString(Color.White));
writer.WriteString(Tidy(stmt.NoteBold, 500)); //Limit of 500 char on notes.
writer.WriteEndElement(); //Note
}
if (stmt.Note != "")
{
writer.WriteStartElement("Note");
//writer.WriteAttributeString("FgColor",ColorToHexString(Color.Black));
//writer.WriteAttributeString("BgColor",ColorToHexString(Color.White));
writer.WriteString(Tidy(stmt.Note, 500)); //Limit of 500 char on notes.
writer.WriteEndElement(); //Note
}
writer.WriteEndElement(); //Notes
//Detail items------------------------------------------------------------------------------
writer.WriteStartElement("DetailItems");
//string note;
string descript;
string fulldesc;
string procCode;
string tth;
//string linedesc;
string[] lineArray;
List <string> lines;
DateTime date;
int seq = 0;
for (int i = 0; i < tableAccount.Rows.Count; i++)
{
procCode = tableAccount.Rows[i]["ProcCode"].ToString();
tth = tableAccount.Rows[i]["tth"].ToString();
descript = tableAccount.Rows[i]["description"].ToString();
fulldesc = procCode + " " + tth + " " + descript; //There are frequently CRs within a procedure description for things like ins est.
lineArray = fulldesc.Split(new string[] { "\r\n" }, StringSplitOptions.RemoveEmptyEntries);
lines = new List <string>(lineArray);
//The specs say that the line limit is 30 char. But in testing, it will take 50 char.
//We will use 40 char to be safe.
if (lines[0].Length > 40)
{
string newline = lines[0].Substring(40);
lines[0] = lines[0].Substring(0, 40); //first half
lines.Insert(1, newline); //second half
}
for (int li = 0; li < lines.Count; li++)
{
writer.WriteStartElement("DetailItem"); //has a child item. We won't add optional child note
writer.WriteAttributeString("sequence", seq.ToString());
writer.WriteStartElement("Item");
if (li == 0)
{
date = (DateTime)tableAccount.Rows[i]["DateTime"];
writer.WriteElementString("Date", date.ToString("MM/dd/yyyy"));
writer.WriteElementString("PatientName", tableAccount.Rows[i]["patient"].ToString());
}
else
{
writer.WriteElementString("Date", "");
writer.WriteElementString("PatientName", "");
}
writer.WriteStartElement("Description");
writer.WriteCData(Tidy(lines[li], 40)); //Jessica at DentalXchange says limit is 120. Docs say limit is 30. CData to allow any string.
writer.WriteEndElement(); //Description
if (li == 0)
{
writer.WriteElementString("Charges", tableAccount.Rows[i]["charges"].ToString());
writer.WriteElementString("Credits", tableAccount.Rows[i]["credits"].ToString());
writer.WriteElementString("Balance", tableAccount.Rows[i]["balance"].ToString());
}
else
{
writer.WriteElementString("Charges", "");
writer.WriteElementString("Credits", "");
writer.WriteElementString("Balance", "");
}
writer.WriteEndElement(); //Item
writer.WriteEndElement(); //DetailItem
seq++;
}
/*The code below just didn't work because notes don't get displayed on the statement.
* linedesc=lines[0];
* note="";
* if(linedesc.Length>30) {
* note=linedesc.Substring(30);
* linedesc=linedesc.Substring(0,30);
* }
* for(int l=1;l<lines.Length;l++) {
* if(note!="") {
* note+="\r\n";
* }
* note+=lines[l];
* }
*
* if(note!="") {
* writer.WriteStartElement("Note");
* //we're not going to specify colors here since they're optional
* writer.WriteCData(note);
* writer.WriteEndElement();//Note
* }*/
}
writer.WriteEndElement(); //DetailItems
writer.WriteEndElement(); //Patient
writer.WriteEndElement(); //EisStatement
}