///<summary>Users using the OpenDentalService to create claim snapshots only get primary claim snap shots created.</summary>
private static void CreateClaimSnapShotService()
{
//No need to check RemotingRole; no call to db.
List <Procedure> listCompletedProcs = Procedures.GetCompletedByDateCompleteForDateRange(DateTime.Today, DateTime.Today);
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcsWithOrdinal(listCompletedProcs.Select(x => x.ProcNum).ToList(), 1).Where(x => !x.Status.In(ClaimProcStatus.Preauth, ClaimProcStatus.Adjustment)).ToList();
List <PatPlan> listPatPlans = PatPlans.GetListByInsSubNums(listClaimProcs.Select(x => x.InsSubNum).ToList());
listClaimProcs = listClaimProcs
.OrderByDescending(x => x.ClaimNum) //order by claim num
.ThenByDescending(x => x.SecDateEntry) //then by creation date
//group by procnum and ordinal
.GroupBy(x => new { ProcNum = x.ProcNum, Ordinal = PatPlans.GetOrdinal(x.InsSubNum, listPatPlans.Where(y => y.PatNum == x.PatNum).ToList()) })
.Select(x => x.First()) //get the first for each group
.ToList();
//Loop through all the claimprocs and create a claimsnapshot entry for each.
for (int i = 0; i < listClaimProcs.Count; i++)
{
ClaimProc cpCur = listClaimProcs[i];
if (cpCur.Status == ClaimProcStatus.CapClaim ||
cpCur.Status == ClaimProcStatus.CapComplete ||
cpCur.Status == ClaimProcStatus.CapEstimate ||
cpCur.Status == ClaimProcStatus.Preauth ||
cpCur.Status == ClaimProcStatus.Supplemental ||
cpCur.Status == ClaimProcStatus.InsHist)
{
continue;
}
//get the procfee
double procFee = 0;
Procedure procCur = listCompletedProcs.Find(x => x.ProcNum == cpCur.ProcNum);
if (procCur != null)
{
procFee = procCur.ProcFee;
}
//get the writeoff
double writeoffAmt = cpCur.WriteOff;
//For the Service, only use the WriteOff amount on the claimproc if the claimproc is associated to a claim,
//as this means that value has been set.
if (cpCur.Status != ClaimProcStatus.NotReceived && cpCur.Status != ClaimProcStatus.Received)
{
if (cpCur.WriteOffEstOverride != -1)
{
writeoffAmt = cpCur.WriteOffEstOverride;
}
else
{
writeoffAmt = cpCur.WriteOffEst;
}
}
//create the snapshot
ClaimSnapshot snapshot = new ClaimSnapshot();
snapshot.ProcNum = cpCur.ProcNum;
snapshot.Writeoff = writeoffAmt;
snapshot.InsPayEst = cpCur.InsEstTotal;
snapshot.Fee = procFee;
snapshot.ClaimProcNum = cpCur.ClaimProcNum;
snapshot.SnapshotTrigger = ClaimSnapshotTrigger.Service;
ClaimSnapshots.Insert(snapshot);
}
}
///<summary>Creates a snapshot for the claimprocs passed in. Used for reporting purposes.
///If called from Open Dental Service, ignore passed in claimprocs and make snapshots for the entire day of completed procedures in a different method.
///When passing in claimprocs, the implementor will need to ensure that only primary claimprocs are being saved.
///Only creates snapshots if the feature is enabled and if the claimproc is of certain statuses.</summary>
public static void CreateClaimSnapshot(List <ClaimProc> listClaimProcs, ClaimSnapshotTrigger triggerType, string claimType)
{
//No need to check RemotingRole; no call to db.
if (!PrefC.GetBool(PrefName.ClaimSnapshotEnabled) ||
PIn.Enum <ClaimSnapshotTrigger>(PrefC.GetString(PrefName.ClaimSnapshotTriggerType), true) != triggerType)
{
return;
}
if (triggerType == ClaimSnapshotTrigger.Service)
{
CreateClaimSnapShotService();
return;
}
Dictionary <long, double> dictCompletedProcFees = Procedures.GetProcsFromClaimProcs(listClaimProcs).ToDictionary(x => x.ProcNum, x => x.ProcFee);
//This list will be used to check for existing claimsnapshots for the claimprocs passed in. We will update exisiting snapshots.
List <ClaimSnapshot> listClaimSnapshotsOld = GetByClaimProcNums(listClaimProcs.Select(x => x.ClaimProcNum).ToList());
//Loop through all the claimprocs and create a claimsnapshot entry for each.
foreach (ClaimProc cp in listClaimProcs)
{
//only create snapshots for 0=NotReceived, 1=Received, 4=Supplemental, 5=CapClaim, 6=Estimate (only if triggerType=Service),
//7=CapComplete, and 8=CapEstimate (only if triggerType=Service)
if (cp.Status.In(ClaimProcStatus.Preauth, ClaimProcStatus.Adjustment, ClaimProcStatus.Estimate, ClaimProcStatus.CapEstimate))
{
continue;
}
//get the procfee
double procFee;
if (!dictCompletedProcFees.TryGetValue(cp.ProcNum, out procFee))
{
procFee = 0;
}
//If there is an existing claimsnapshot created Today for the current cp.ProcNum, cp.ClaimProcNum, claimType, and the ClaimSnapshotTrigger
//is not Service, then update it. Otherwise, create a new one.
//This fixes an issue with reports not showing the correct writeoffs. Ex. A procedure was completed, a claim was created, the claim was deleted,
//the writeoff was modified on the claimproc, then a new claim was created.
ClaimSnapshot existingSnapshot = listClaimSnapshotsOld.FirstOrDefault(x => x.DateTEntry.Date == DateTime.Today.Date && x.ProcNum == cp.ProcNum &&
x.ClaimProcNum == cp.ClaimProcNum && x.ClaimType == claimType && x.SnapshotTrigger != ClaimSnapshotTrigger.Service);
if (existingSnapshot != null)
{
SetSnapshotFields(existingSnapshot, cp, procFee, triggerType, claimType);
ClaimSnapshots.Update(existingSnapshot);
continue;
}
ClaimSnapshot snapshot = new ClaimSnapshot();
SetSnapshotFields(snapshot, cp, procFee, triggerType, claimType);
ClaimSnapshots.Insert(snapshot);
}
}
///<summary>Creates a snapshot for the claimprocs passed in. Used for reporting purposes.
///If called from Open Dental Service, ignore passed in claimprocs and make snapshots for the entire day of completed procedures in a different method.
///When passing in claimprocs, the implementor will need to ensure that only primary claimprocs are being saved.
///Only creates snapshots if the feature is enabled and if the claimproc is of certain statuses.</summary>
public static void CreateClaimSnapshot(List <ClaimProc> listClaimProcs, ClaimSnapshotTrigger triggerType, string claimType)
{
//No need to check RemotingRole; no call to db.
if (!PrefC.GetBool(PrefName.ClaimSnapshotEnabled) ||
PIn.Enum <ClaimSnapshotTrigger>(PrefC.GetString(PrefName.ClaimSnapshotTriggerType), true) != triggerType)
{
return;
}
if (triggerType == ClaimSnapshotTrigger.Service)
{
CreateClaimSnapShotService();
return;
}
Dictionary <long, double> dictCompletedProcFees = Procedures.GetProcsFromClaimProcs(listClaimProcs).ToDictionary(x => x.ProcNum, x => x.ProcFee);
//Loop through all the claimprocs and create a claimsnapshot entry for each.
foreach (ClaimProc cp in listClaimProcs)
{
//only create snapshots for 0=NotReceived, 1=Received, 4=Supplemental, 5=CapClaim, 6=Estimate (only if triggerType=Service),
//7=CapComplete, and 8=CapEstimate (only if triggerType=Service)
if (cp.Status.In(ClaimProcStatus.Preauth, ClaimProcStatus.Adjustment, ClaimProcStatus.Estimate, ClaimProcStatus.CapEstimate))
{
continue;
}
//get the procfee
double procFee;
if (!dictCompletedProcFees.TryGetValue(cp.ProcNum, out procFee))
{
procFee = 0;
}
ClaimSnapshot snapshot = new ClaimSnapshot();
snapshot.ProcNum = cp.ProcNum;
snapshot.Writeoff = cp.WriteOff;
snapshot.InsPayEst = cp.InsEstTotal;
snapshot.Fee = procFee;
snapshot.ClaimProcNum = cp.ClaimProcNum;
snapshot.SnapshotTrigger = triggerType;
snapshot.ClaimType = claimType;
ClaimSnapshots.Insert(snapshot);
}
}