private void butOK_Click(object sender, EventArgs e)
{
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpDiscountPlan.GetTable(textDescription.Text);
Font font = new Font("Tahoma", 8);
Font fontTitle = new Font("Tahoma", 15, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Discount Plan List");
report.AddTitle("Title", Lan.g(this, "Discount Plan List"), fontTitle);
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Description", 230, font);
query.AddColumn("FeeSched", 175, font);
query.AddColumn("AdjType", 175, font);
query.AddColumn("Patient", 165, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
report.AddFooterText("Total", "Total: " + report.TotalRows.ToString(), font, 10, ContentAlignment.MiddleRight);
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
carrier = PIn.String(textBoxCarrier.Text);
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpInsCo.GetInsCoTable(carrier);
Font font = new Font("Tahoma", 8);
Font fontTitle = new Font("Tahoma", 15, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Insurance Plan List");
report.AddTitle("Title", Lan.g(this, "Insurance Plan List"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Carrier Name", 230, font);
query.AddColumn("Subscriber Name", 175, font);
query.AddColumn("Carrier Phone#", 175, font);
query.AddColumn("Group Name", 165, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
report.AddFooterText("Total", "Total: " + report.TotalRows.ToString(), font, 10, ContentAlignment.MiddleRight);
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
int payPlanVersion = PrefC.GetInt(PrefName.PayPlansVersion);
string bDate;
string eDate;
decimal rcvStart = 0;
decimal rcvCharge = 0;
decimal rcvPayPlanCredit = 0;
decimal rcvProd = 0;
decimal rcvPayPlanCharges = 0;
decimal rcvAdj = 0;
decimal rcvWriteoff = 0;
decimal rcvPayment = 0;
decimal rcvInsPayment = 0;
decimal runningRcv = 0;
decimal rcvDaily = 0;
decimal[] colTotals = new decimal[11];
string wMonth;
string wYear;
string wDay = "01";
string wDate;
// Get the year / month and instert the 1st of the month for stop point for calculated running balance
wYear = date1.SelectionStart.Year.ToString();
wMonth = date1.SelectionStart.Month.ToString();
if (wMonth.Length < 2)
{
wMonth = "0" + wMonth;
}
wDate = wYear + "-" + wMonth + "-" + wDay;
List <long> listProvNums = new List <long>();
bool hasAllProvs = (listProv.SelectedIndices[0] == 0);
if (!hasAllProvs)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
//Minus 1 due to the 'Practice' option.
listProvNums.Add(_listProvs[listProv.SelectedIndices[i] - 1].ProvNum);
}
}
bool isPayPlan2;
if (payPlanVersion == 2)
{
isPayPlan2 = true;
}
else
{
isPayPlan2 = false;
}
ReportComplex report = new ReportComplex(true, isPayPlan2); //Landscape if using PayPlan Version 2
DataTable TableProduction = new DataTable(); //Production
DataTable TablePayPlanCredit = new DataTable(); //PayPlanCredits
DataTable TableCharge = new DataTable(); //charges(Production-PayPlanCredits)
DataTable TablePayPlanCharge = new DataTable(); //PayPlanCharges
DataTable TableCapWriteoff = new DataTable(); //capComplete writeoffs
DataTable TableInsWriteoff = new DataTable(); //ins writeoffs
DataTable TablePay = new DataTable(); //payments - Patient
DataTable TableIns = new DataTable(); //payments - Ins, added SPK
DataTable TableAdj = new DataTable(); //adjustments
//
// Main Loop: This will loop twice 1st loop gets running balance to start of month selected
// 2nd will break the numbers down by day and calculate the running balances
//
for (int j = 0; j <= 1; j++)
{
if (j == 0)
{
bDate = "0001-01-01";
eDate = wDate;
}
else
{
bDate = wDate;
eDate = POut.Date(date1.SelectionStart.AddDays(1)).Substring(1, 10); // Needed because all Queries are < end date to get correct Starting AR
}
TableProduction = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableProduction");
if (isPayPlan2)
{
TablePayPlanCredit = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCredit");
TableCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCharge");
TablePayPlanCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCharge");
}
TableCapWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCapWriteoff");
TableInsWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableInsWriteoff");
TablePay = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePay");
TableIns = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableIns");
TableAdj = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableAdj");
//Sum up all the transactions grouped by date.
Dictionary <DateTime, decimal> dictPayPlanCharges = TablePayPlanCharge.Select().GroupBy(x => PIn.Date(x["ChargeDate"].ToString()))
.ToDictionary(y => y.Key, y => y.ToList().Sum(z => PIn.Decimal(z["Amt"].ToString())));
//1st Loop Calculate running Accounts Receivable upto the 1st of the Month Selected
//2nd Loop Calculate the Daily Accounts Receivable upto the Date Selected
//Finaly Generate Report showing the breakdown upto the date specified with totals for what is on the report
if (j == 0)
{
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString()); //Production-PayPlanCredits
}
rcvPayPlanCharges += dictPayPlanCharges.Sum(x => x.Value);
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
TableProduction.Clear();
TablePayPlanCredit.Clear();
TableCharge.Clear();
TablePayPlanCharge.Clear();
TableCapWriteoff.Clear();
TableInsWriteoff.Clear();
TablePay.Clear();
TableIns.Clear();
TableAdj.Clear();
rcvStart = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
}
else
{
rcvCharge = 0;
rcvPayPlanCredit = 0;
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvDaily = 0;
runningRcv = rcvStart;
DataTable TableQ = new DataTable();
TableQ.Columns.Add("Date");
TableQ.Columns.Add("Production");
TableQ.Columns.Add("PayPlanCredits");
TableQ.Columns.Add("Charges");
TableQ.Columns.Add("PayPlanCharges");
TableQ.Columns.Add("Adjustments");
TableQ.Columns.Add("Writeoffs");
TableQ.Columns.Add("Payment");
TableQ.Columns.Add("InsPayment");
TableQ.Columns.Add("Daily");
TableQ.Columns.Add("Running");
eDate = POut.Date(date1.SelectionStart).Substring(1, 10); // Reset EndDate to Selected Date
DateTime[] dates = new DateTime[(PIn.Date(eDate) - PIn.Date(bDate)).Days + 1];
for (int i = 0; i < dates.Length; i++) //usually 31 days in loop
{
dates[i] = PIn.Date(bDate).AddDays(i);
//create new row called 'row' based on structure of TableQ
DataRow row = TableQ.NewRow();
row[0] = dates[i].ToShortDateString();
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableProduction.Rows[k][0].ToString())))
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePayPlanCredit.Rows[k][0].ToString())))
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCharge.Rows[k][0].ToString())))
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString());
}
}
decimal rcvPayPlanChargesForDay = 0;
if (dictPayPlanCharges.TryGetValue(dates[i], out rcvPayPlanChargesForDay))
{
rcvPayPlanCharges += rcvPayPlanChargesForDay;
}
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCapWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableAdj.Rows[k][0].ToString())))
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableInsWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePay.Rows[k][0].ToString())))
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableIns.Rows[k][0].ToString())))
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
}
//rcvPayPlanCharges and rcvPayPlanCredit will be 0 if not on version 2.
rcvDaily = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
runningRcv += (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
row["Production"] = rcvProd.ToString("n");
row["PayPlanCredits"] = rcvPayPlanCredit.ToString("n");
row["Charges"] = rcvCharge.ToString("n");
row["PayPlanCharges"] = rcvPayPlanCharges.ToString("n");
row["Adjustments"] = rcvAdj.ToString("n");
row["Writeoffs"] = rcvWriteoff.ToString("n");
row["Payment"] = rcvPayment.ToString("n");
row["InsPayment"] = rcvInsPayment.ToString("n");
row["Daily"] = rcvDaily.ToString("n");
row["Running"] = runningRcv.ToString("n");
colTotals[1] += rcvProd;
colTotals[2] += rcvPayPlanCredit;
colTotals[3] += rcvCharge;
colTotals[4] += rcvPayPlanCharges;
colTotals[5] += rcvAdj;
colTotals[6] += rcvWriteoff;
colTotals[7] += rcvPayment;
colTotals[8] += rcvInsPayment;
colTotals[9] += rcvDaily;
colTotals[10] = runningRcv;
TableQ.Rows.Add(row); //adds row to table Q
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvCharge = 0;
rcvPayPlanCredit = 0;
}
//Drop the PayPlan columns if not version 2
if (!isPayPlan2)
{
TableQ.Columns.RemoveAt(2); //PayPlanCredits
TableQ.Columns.RemoveAt(2); //Production - PayPlanCredits
TableQ.Columns.RemoveAt(2); //PayPlanCharges
}
////columnCount will get incremented on the second ColTotal call so we can use it in this way
//if(payPlanVersion==2) {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[2].ToString("n")); //payplancharges
// report.ColTotal[3]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[4]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[5]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[6]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[7]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[8]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
//else {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[3]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[4]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[5]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[6]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[7]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
Font font = new Font("Tahoma", 9);
Font boldFont = new Font("Tahoma", 9, FontStyle.Bold);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Receivables Breakdown");
report.AddTitle("Title", Lan.g(this, "Receivables Breakdown"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d"), fontSubTitle);
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (hasAllProvs)
{
provNames = "All Providers";
break;
}
if (i > 0)
{
provNames += ", ";
}
provNames += _listProvs[listProv.SelectedIndices[i] - 1].Abbr;
}
report.AddSubTitle("Provider SubTitle", provNames);
int[] summaryGroups1 = { 1 };
QueryObject query = report.AddQuery(TableQ, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 72, FieldValueType.Date);
query.AddColumn("Production", 80, FieldValueType.Number);
query.GetColumnDetail("Production").ContentAlignment = ContentAlignment.MiddleRight;
if (isPayPlan2)
{
query.AddColumn("PayPlanCredits", 90, FieldValueType.Number);
query.GetColumnDetail("PayPlanCredits").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Prod - PPCred", 85, FieldValueType.Number);
query.GetColumnDetail("Prod - PPCred").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("PayPlanCharges", 100, FieldValueType.Number);
query.GetColumnDetail("PayPlanCharges").ContentAlignment = ContentAlignment.MiddleRight;
}
query.AddColumn("Adjustment", 80, FieldValueType.Number);
query.GetColumnDetail("Adjustment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Writeoff", 80, FieldValueType.Number);
query.GetColumnDetail("Writeoff").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Payment", 80, FieldValueType.Number);
query.GetColumnDetail("Payment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("InsPayment", 80, FieldValueType.Number);
query.GetColumnDetail("InsPayment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Daily A/R", 100, FieldValueType.Number);
query.GetColumnDetail("Daily A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Ending A/R", 100);
query.GetColumnDetail("Ending A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Ending A/R").Font = boldFont;
if (isPayPlan2)
{
report.AddFooterText("Desc", "Receivables Calculation: (Production - PayPlanCredits + PayPlanCharges + Adjustments - Writeoffs) "
+ "- (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
else
{
report.AddFooterText("Desc", "Receivables Calculation: (Production + Adjustments - Writeoffs) - (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
//report.AddText("EndingAR","Final Ending A/R: "+runningRcv.ToString(),boldFont,0,ContentAlignment.MiddleLeft);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
} //END If
} // END For Loop
} //END OK button Clicked
