///<summary>If the statement does not have a short guid or URL, a call will be made to HQ to assign it one. The statement will be updated
///to the database.</summary>
public static void AssignURLsIfNecessary(Statement stmt, Patient pat)
{
if (string.IsNullOrEmpty(stmt.ShortGUID) || string.IsNullOrEmpty(stmt.StatementURL))
{
List <WebServiceMainHQProxy.ShortGuidResult> listShortGuidUrls = WebServiceMainHQProxy.GetShortGUIDs(1, 1, pat.ClinicNum,
eServiceCode.PatientPortalViewStatement);
Statement stmtOld = stmt.Copy();
stmt.ShortGUID = listShortGuidUrls[0].ShortGuid;
stmt.StatementURL = listShortGuidUrls[0].MediumURL;
stmt.StatementShortURL = listShortGuidUrls[0].ShortURL;
Statements.Update(stmt, stmtOld);
}
}
public static EmailMessage GetEmailMessageForPortalStatement(Statement stmt, Patient pat)
{
//No need to check RemotingRole; no call to db.
if (stmt.PatNum != pat.PatNum)
{
string logMsg = Lans.g("Statements", "Mismatched PatNums detected between current patient and current statement:") + "\r\n"
+ Lans.g("Statements", "Statement PatNum:") + " " + stmt.PatNum + " " + Lans.g("Statements", "(assumed correct)") + "\r\n"
+ Lans.g("Statements", "Patient PatNum:") + " " + pat.PatNum + " " + Lans.g("Statements", "(possibly incorrect)");
SecurityLogs.MakeLogEntry(Permissions.StatementPatNumMismatch, stmt.PatNum, logMsg, LogSources.Diagnostic);
}
EmailMessage message = new EmailMessage();
message.PatNum = pat.PatNum;
message.ToAddress = pat.Email;
message.FromAddress = EmailAddresses.GetByClinic(pat.ClinicNum).GetFrom();
string emailBody;
if (stmt.EmailSubject != null && stmt.EmailSubject != "")
{
message.Subject = stmt.EmailSubject;
}
else //Subject was not preset, set a default subject.
{
message.Subject = Lans.g("Statements", "New Statement Available");
}
if (stmt.EmailBody != null && stmt.EmailBody != "")
{
emailBody = stmt.EmailBody;
}
else //Body was not preset, set a body text.
{
emailBody = Lans.g("Statements", "Dear") + " [nameFLnoPref],\r\n\r\n"
+ Lans.g("Statements", "A new account statement is available.") + "\r\n\r\n"
+ Lans.g("Statements", "To view your account statement, log on to our portal by following these steps:") + "\r\n\r\n"
+ Lans.g("Statements", "1. Visit the following URL in a web browser:") + " " + PrefC.GetString(PrefName.PatientPortalURL) + ".\r\n"
+ Lans.g("Statements", "2. Enter your credentials to gain access to your account.") + "\r\n"
+ Lans.g("Statements", "3. Click the Account icon on the left and select the Statements tab.");
}
message.BodyText = Statements.ReplaceVarsForEmail(emailBody, pat, stmt);
return(message);
}
///<summary>Returns an email message for the patient based on the statement passed in.</summary>
public static EmailMessage GetEmailMessageForStatement(Statement stmt, Patient pat)
{
if (stmt.PatNum != pat.PatNum)
{
string logMsg = Lans.g("Statements", "Mismatched PatNums detected between current patient and current statement:") + "\r\n"
+ Lans.g("Statements", "Statement PatNum:") + " " + stmt.PatNum + " " + Lans.g("Statements", "(assumed correct)") + "\r\n"
+ Lans.g("Statements", "Patient PatNum:") + " " + pat.PatNum + " " + Lans.g("Statements", "(possibly incorrect)");
SecurityLogs.MakeLogEntry(Permissions.StatementPatNumMismatch, stmt.PatNum, logMsg, LogSources.Diagnostic);
}
//No need to check RemotingRole; no call to db.
EmailMessage message = new EmailMessage();
message.PatNum = pat.PatNum;
message.ToAddress = pat.Email;
message.FromAddress = EmailAddresses.GetByClinic(pat.ClinicNum).GetFrom();
string str;
if (stmt.EmailSubject != null && stmt.EmailSubject != "")
{
str = stmt.EmailSubject; //Set str to the email subject if one was already set.
}
else //Subject was not set. Set str to the default billing email subject.
{
str = PrefC.GetString(PrefName.BillingEmailSubject);
}
message.Subject = Statements.ReplaceVarsForEmail(str, pat, stmt);
if (stmt.EmailBody != null && stmt.EmailBody != "")
{
str = stmt.EmailBody; //Set str to the email body if one was already set.
}
else //Body was not set. Set str to the default billing email body text.
{
str = PrefC.GetString(PrefName.BillingEmailBodyText);
}
message.BodyText = Statements.ReplaceVarsForEmail(str, pat, stmt);
return(message);
}
public static Statement CreateLimitedStatement(List <long> listPatNumsSelected, long patNum, List <long> listPayClaimNums, List <long> listAdjustments,
List <long> listPayNums, List <long> listProcedures)
{
Statement stmt = new Statement();
if (listPatNumsSelected.Count == 1)
{
stmt.PatNum = listPatNumsSelected[0];
}
else
{
stmt.PatNum = patNum;
}
stmt.DateSent = DateTimeOD.Today;
stmt.IsSent = false;
stmt.Mode_ = StatementMode.InPerson;
stmt.HidePayment = false;
stmt.SinglePatient = listPatNumsSelected.Count == 1; //SinglePatient determined by the selected transactions
stmt.Intermingled = listPatNumsSelected.Count > 1 && PrefC.GetBool(PrefName.IntermingleFamilyDefault);
stmt.IsReceipt = false;
stmt.IsInvoice = false;
stmt.StatementType = StmtType.LimitedStatement;
stmt.DateRangeFrom = DateTime.MinValue;
stmt.DateRangeTo = DateTimeOD.Today;
stmt.Note = "";
stmt.NoteBold = "";
stmt.IsBalValid = true;
stmt.BalTotal = 0;
stmt.InsEst = 0;
Statements.Insert(stmt); //we need stmt.StatementNum for attaching procs, adjustments, and paysplits to the statement
foreach (long adjNum in listAdjustments)
{
StmtLinks.Insert(new StmtLink()
{
FKey = adjNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.Adj
});
}
foreach (long payNum in listPayNums)
{
Payment payment = Payments.GetPayment(payNum);
PaySplits.GetForPayment(payNum)
.FindAll(x => x.PatNum == payment.PatNum && x.ClinicNum == payment.ClinicNum)
.ForEach(x => StmtLinks.Insert(new StmtLink()
{
FKey = x.SplitNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.PaySplit
}));
}
foreach (long procNum in listProcedures)
{
StmtLinks.Insert(new StmtLink()
{
FKey = procNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.Proc
});
}
foreach (long claimNum in listPayClaimNums)
{
StmtLinks.Insert(new StmtLink()
{
FKey = claimNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.ClaimPay
});
}
//foreach(PayPlanCharge payPlanCharge in listPayPlanCharges) {
// StmtLinks.Insert(new OpenDentBusiness.StmtLink() {FKey=payPlanCharge.PayPlanChargeNum,StatementNum=stmt.StatementNum,StmtLinkType=StmtLinkTypes.PayPlanCharge});
//}
//set statement lists to null in order to force refresh the lists now that we've inserted all of the StmtAttaches
stmt.ListAdjNums = null;
stmt.ListPaySplitNums = null;
stmt.ListProcNums = null;
stmt.ListInsPayClaimNums = null;
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
//Currently when using MiddleTier null lists inside an object like above causes the deserialized statement to incorrectly set the null lists
//to empty lists.
//In the case of a Statement, the public property associated to list in question does not run queries to populate the list as expected because
//it checks for a null list, but instead sees an empty list.
//We may fix the underlying MiddleTier bug later, but this is an immediate patch to address this symptom.
stmt.ListAdjNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.Adj);
stmt.ListPaySplitNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.PaySplit);
if (stmt.IsInvoice)
{
stmt.ListProcNums = Procedures.GetForInvoice(stmt.StatementNum);
}
else
{
stmt.ListProcNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.Proc);
}
stmt.ListInsPayClaimNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.ClaimPay);
}
return(stmt);
}
