private void butUnearnedAcctOk_Click(object sender, EventArgs e)
{
if (PrefC.HasClinicsEnabled)
{
if (!checkUnearnedAcctAllClins.Checked && listUnearnedAcctClins.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
List <long> listClinicNums = new List <long>(); //stores clinicNums of the selected indices
listClinicNums.AddRange(listUnearnedAcctClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum)); //empty if "All" is checked.
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpUnearnedIncome.GetUnearnedAccountData(listClinicNums);
report.ReportName = "Unearned Accounts Report";
report.AddTitle("Title", "Unearned Accounts");
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle));
if (PrefC.HasClinicsEnabled) //show sub titles if clinics are enabled.
{
if (checkUnearnedAcctAllClins.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = string.Join(",", listUnearnedAcctClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", clinNames);
}
}
QueryObject query;
if (PrefC.HasClinicsEnabled)
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Guarantor", 280, FieldValueType.String);
query.AddColumn("Type", 120, FieldValueType.String);
query.AddColumn("Clinic", 80, FieldValueType.String);
query.AddColumn("Amount", 100, FieldValueType.Number);
}
else
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Guarantor", 360, FieldValueType.String);
query.AddColumn("Type", 120, FieldValueType.String);
query.AddColumn("Amount", 100, FieldValueType.Number);
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
//Display report
FormReportComplex FormRC = new FormReportComplex(report);
FormRC.ShowDialog();
DialogResult = DialogResult.OK;
}
///<summary>This report has never worked for Oracle.</summary>
private void butOK_Click(object sender, System.EventArgs e)
{
//create the report
ReportComplex report = new ReportComplex(true, false);
DataTable data = Accounts.GetGeneralLedger(date1.SelectionStart, date2.SelectionStart);
for (int i = 0; i < data.Rows.Count; i++)
{
data.Rows[i]["Balance"] = ODR.Aggregate.RunningSumForAccounts(data.Rows[i]["AccountNum"], data.Rows[i]["DebitAmt"], data.Rows[i]["CreditAmt"], data.Rows[i]["AcctType"]);
}
Font font = new Font("Tahoma", 7);
Font fontTitle = new Font("Tahoma", 9);
Font fontSubTitle = new Font("Tahoma", 8);
report.ReportName = "General Ledger";
report.AddTitle("Title", "Detail of General Ledger", fontTitle);
report.AddSubTitle("PracName", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", date1.SelectionStart.ToShortDateString() + " - " + date2.SelectionStart.ToShortDateString(), fontSubTitle);
report.Sections[AreaSectionType.ReportHeader].Height -= 20;
//setup query
QueryObject query;
query = report.AddQuery(data, "Accounts", "Description", SplitByKind.Value, 1, true);
query.GetGroupTitle().Font = new Font("Tahoma", 8);
// add columns to report
query.AddColumn("Date", 75, FieldValueType.Date, font);
//query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Memo", 175, FieldValueType.String, font);
query.AddColumn("Splits", 175, FieldValueType.String, font);
query.AddColumn("Check", 45, FieldValueType.String, font);
query.AddColumn("Debit", 70, FieldValueType.String, font);
query.AddColumn("Credit", 70, FieldValueType.String, font);
query.AddColumn("Balance", 70, FieldValueType.String, font);
report.AddPageNum(font);
report.AddGridLines();
// execute query
if (!report.SubmitQueries())
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
//FormR.MyReport=report;
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (PrefC.HasClinicsEnabled && !checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
if (!checkPatientTypes.Checked && listPatientTypes.SelectedIndices.Count == 0 &&
!checkInsuranceTypes.Checked && listInsuranceTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one type must be selected.");
return;
}
if (!checkAllClaimPayGroups.Checked && listClaimPayGroups.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one claim payment group must be selected.");
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listProvNums = new List <long>();
List <long> listClinicNums = new List <long>();
List <long> listInsTypes = new List <long>();
List <long> listPatTypes = new List <long>();
List <long> listSelectedClaimPayGroupNums = new List <long>();
if (checkAllProv.Checked)
{
listProvNums = _listProviders.Select(x => x.ProvNum).ToList();
}
else
{
listProvNums = listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].ProvNum).ToList();
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
if (checkInsuranceTypes.Checked)
{
listInsTypes = _listInsDefs.Select(x => x.DefNum).ToList();
}
else
{
listInsTypes = listInsuranceTypes.SelectedIndices.OfType <int>().Select(x => _listInsDefs[x].DefNum).ToList();
}
if (checkPatientTypes.Checked)
{
listPatTypes = _listPayDefs.Select(x => x.DefNum).ToList();
}
else
{
listPatTypes = listPatientTypes.SelectedIndices.OfType <int>().Select(x => _listPayDefs[x].DefNum).ToList();
}
if (checkAllClaimPayGroups.Checked)
{
listSelectedClaimPayGroupNums = _listClaimPayGroupDefs.Select(x => x.DefNum).ToList();
}
else
{
listSelectedClaimPayGroupNums = listClaimPayGroups.SelectedIndices.OfType <int>().Select(x => _listClaimPayGroupDefs[x].DefNum).ToList();
}
DataTable tableIns = new DataTable();
if (listProvNums.Count != 0)
{
tableIns = RpPaySheet.GetInsTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums, listInsTypes,
listSelectedClaimPayGroupNums, checkAllProv.Checked, checkAllClin.Checked, checkInsuranceTypes.Checked, radioPatient.Checked,
checkAllClaimPayGroups.Checked, checkShowProvSeparate.Checked);
}
DataTable tablePat = RpPaySheet.GetPatTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums, listPatTypes,
checkAllProv.Checked, checkAllClin.Checked, checkPatientTypes.Checked, radioPatient.Checked, checkUnearned.Checked, checkShowProvSeparate.Checked);
string subtitleProvs = "";
string subtitleClinics = "";
if (checkAllProv.Checked)
{
subtitleProvs = Lan.g(this, "All Providers");
}
else
{
subtitleProvs += string.Join(", ", listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].Abbr));
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (checkAllClin.Checked && !Security.CurUser.ClinicIsRestricted)
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
}
}
Font font = new Font("Tahoma", 9);
Font fontBold = 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, "Daily Payments");
report.AddTitle("Title", Lan.g(this, "Daily Payments"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Providers", subtitleProvs, fontSubTitle);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
report.AddSubTitle("Clinics", subtitleClinics, fontSubTitle);
}
Dictionary <long, string> dictInsDefNames = new Dictionary <long, string>();
Dictionary <long, string> dictPatDefNames = new Dictionary <long, string>();
List <Def> insDefs = Defs.GetDefsForCategory(DefCat.InsurancePaymentType, true);
List <Def> patDefs = Defs.GetDefsForCategory(DefCat.PaymentTypes, true);
for (int i = 0; i < insDefs.Count; i++)
{
dictInsDefNames.Add(insDefs[i].DefNum, insDefs[i].ItemName);
}
for (int i = 0; i < patDefs.Count; i++)
{
dictPatDefNames.Add(patDefs[i].DefNum, patDefs[i].ItemName);
}
dictPatDefNames.Add(0, "Income Transfer"); //Otherwise income transfers show up with a payment type of "Undefined"
int[] summaryGroups1 = { 1 };
int[] summaryGroups2 = { 2 };
int[] summaryGroups3 = { 1, 2 };
//Insurance Payments Query-------------------------------------
QueryObject query = report.AddQuery(tableIns, "Insurance Payments", "PayType", SplitByKind.Definition, 1, true, dictInsDefNames, fontSubTitle);
query.AddColumn("Date", 90, FieldValueType.Date, font);
//query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Carrier", 150, FieldValueType.String, font);
query.AddColumn("Patient Name", 150, FieldValueType.String, font);
query.AddColumn("Provider", 90, FieldValueType.String, font);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
query.AddColumn("Clinic", 120, FieldValueType.String, font);
}
query.AddColumn("Check#", 75, FieldValueType.String, font);
query.AddColumn("Amount", 90, FieldValueType.Number, font);
query.AddGroupSummaryField("Total Insurance Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups1), Color.Black, fontBold, 0, 10);
//Patient Payments Query---------------------------------------
query = report.AddQuery(tablePat, "Patient Payments", "PayType", SplitByKind.Definition, 2, true, dictPatDefNames, fontSubTitle);
query.AddColumn("Date", 90, FieldValueType.Date, font);
//query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Paying Patient", 270, FieldValueType.String, font);
query.AddColumn("Provider", 90, FieldValueType.String, font);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
query.AddColumn("Clinic", 120, FieldValueType.String, font);
}
query.AddColumn("Check#", 75, FieldValueType.String, font);
query.AddColumn("Amount", 120, FieldValueType.Number, font);
query.AddGroupSummaryField("Total Patient Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups2), Color.Black, fontBold, 0, 10);
query.AddGroupSummaryField("Total All Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups3), Color.Black, fontBold, 0, 10);
report.AddPageNum(font);
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (PrefC.HasClinicsEnabled && !checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
DataTable table = RpPatPortionUncollected.GetPatUncollected(date1.SelectionStart, date2.SelectionStart, listClinicNums);
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked && !Security.CurUser.ClinicIsRestricted)
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
}
}
Font font = new Font("Tahoma", 9);
Font fontBold = 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, "Patient Portion Uncollected");
report.AddTitle("Title", Lan.g(this, "Patient Portion Uncollected"), fontTitle);
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Dates of Report", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics, fontSubTitle);
}
QueryObject query = report.AddQuery(table, "Patient Portion Uncollected");
query.AddColumn("Date", 90, FieldValueType.Date, font);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Patient Name", 150, FieldValueType.String, font);
query.AddColumn("Procedure", 80, FieldValueType.String, font);
query.AddColumn("Fee", 60, FieldValueType.Number, font);
query.AddColumn("Patient", 65, FieldValueType.Number, font);
query.AddColumn("Adjustment", 75, FieldValueType.Number, font);
query.AddColumn("Patient Paid", 90, FieldValueType.Number, font);
query.AddColumn("Uncollected", 80, FieldValueType.Number, font);
report.AddPageNum(font);
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butLineItemOK_Click(object sender, EventArgs e)
{
if (dateLineItemTo.SelectionStart < dateLineItemFrom.SelectionStart)
{
MsgBox.Show(this, "End date cannot be before start date.");
return;
}
if (PrefC.HasClinicsEnabled)
{
if (!checkLineItemAllClins.Checked && listLineItemClins.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
List <long> listClinicNums = new List <long>(); //stores clinicNums of the selected indices
listClinicNums.AddRange(listLineItemClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum)); //empty if "All" is checked.
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpUnearnedIncome.GetLineItemUnearnedData(listClinicNums, dateLineItemFrom.SelectionStart, dateLineItemTo.SelectionStart);
report.ReportName = "Line Item Unearned Income Report";
report.AddTitle("Title", "Line Item Unearned Income Activity");
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle));
string dateRange = dateLineItemFrom.SelectionStart.ToShortDateString() + " - " + dateLineItemTo.SelectionStart.ToShortDateString();
report.AddSubTitle("Date", dateRange);
if (PrefC.HasClinicsEnabled) //show sub titles if clinics are enabled.
{
if (checkLineItemAllClins.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = string.Join(",", listLineItemClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", clinNames);
}
}
QueryObject query;
if (PrefC.HasClinicsEnabled)
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Date", 100, FieldValueType.Date);
query.AddColumn("Patient", 180, FieldValueType.String);
query.AddColumn("Type", 120, FieldValueType.String);
query.AddColumn("Clinic", 80, FieldValueType.String);
query.AddColumn("Amount", 100, FieldValueType.Number);
}
else
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Date", 100, FieldValueType.String);
query.AddColumn("Patient", 260, FieldValueType.String);
query.AddColumn("Type", 120, FieldValueType.String);
query.AddColumn("Amount", 100, FieldValueType.Number);
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
//Display report
FormReportComplex FormRC = new FormReportComplex(report);
FormRC.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butNetUnearnedOK_Click(object sender, EventArgs e)
{
if (PrefC.HasClinicsEnabled)
{
if (!checkNetUnearnedAllClins.Checked && listNetUnearnedClins.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
if (!checkNetUnearnedAllProvs.Checked && listNetUnearnedProvs.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (!checkNetUnearnedAllTypes.Checked && listNetUnearnedTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one unearned type must be selected.");
return;
}
List <long> listClinicNums = listNetUnearnedClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum).ToList();
List <long> listProvNums = listNetUnearnedProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.ProvNum).ToList();
List <long> listUnearnedTypeNums = listNetUnearnedTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.DefNum).ToList();
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpUnearnedIncome.GetNetUnearnedData(listClinicNums, listProvNums, listUnearnedTypeNums, checkNetUnearnedExcludeZero.Checked);
report.ReportName = "Net Unearned Income Report";
QueryObject query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Patient", 170, FieldValueType.String);
query.AddColumn("Guarantor", 170, FieldValueType.String);
query.AddColumn("Unearned Amt", 100, FieldValueType.Number);
query.AddColumn("Fam Bal", 100, FieldValueType.String);
report.AddTitle("Title", "Net Unearned Income");
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle));
if (checkNetUnearnedAllTypes.Checked)
{
report.AddSubTitle("UnearnedTypes", "All Unearned Types");
}
else
{
string unearnedTypes = string.Join(", ", listNetUnearnedTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.ItemName));
report.AddSubTitle("UnearnedTypes", unearnedTypes);
}
if (checkNetUnearnedAllProvs.Checked)
{
report.AddSubTitle("Provs", Lan.g(this, "All Providers"));
}
else
{
string provNames = string.Join(", ", listNetUnearnedProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("ProvNames", provNames);
}
if (PrefC.HasClinicsEnabled) //show sub titles if clinics are enabled.
{
if (checkNetUnearnedAllClins.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = string.Join(", ", listNetUnearnedClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", clinNames);
}
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
//Display report
FormReportComplex FormRC = new FormReportComplex(report);
FormRC.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (!Validation())
{
return;
}
DateTime asOfDate = PIn.Date(textDate.Text);
List <long> listProvNums = new List <long>();
List <long> listClinicNums = new List <long>();
List <long> listBillingTypeDefNums = new List <long>();
AgeOfAccount accountAge = GenerateLists(listProvNums, listClinicNums, listBillingTypeDefNums);
DataTable tableAging = new DataTable();
bool isForInsAging = false;
tableAging = RpAging.GetAgingTable(asOfDate, checkAgeWriteoffs.Checked, checkHasDateLastPay.Checked, radioGroupByFam.Checked, checkOnlyNeg.Checked,
accountAge, checkIncludeNeg.Checked, checkExcludeInactive.Checked, checkBadAddress.Checked, listProvNums, listClinicNums, listBillingTypeDefNums,
checkExcludeArchive.Checked, checkIncludeInsNoBal.Checked, checkOnlyInsNoBal.Checked, checkAgeNegAdjs.Checked, isForInsAging,
checkAgePatPayPlanPayments.Checked);
ReportComplex report = new ReportComplex(true, false);
report.IsLandscape = checkHasDateLastPay.Checked;
report.ReportName = Lan.g(this, "AGING OF ACCOUNTS RECEIVABLE REPORT");
report.AddTitle("Aging Report", Lan.g(this, "AGING OF ACCOUNTS RECEIVABLE"));
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle));
report.AddSubTitle("AsOf", Lan.g(this, "As of ") + textDate.Text);
if (radioAny.Checked)
{
report.AddSubTitle("Balance", Lan.g(this, "Any Balance"));
}
if (radio30.Checked)
{
report.AddSubTitle("Over30", Lan.g(this, "Over 30 Days"));
}
if (radio60.Checked)
{
report.AddSubTitle("Over60", Lan.g(this, "Over 60 Days"));
}
if (radio90.Checked)
{
report.AddSubTitle("Over90", Lan.g(this, "Over 90 Days"));
}
if (checkBillTypesAll.Checked)
{
report.AddSubTitle("AllBillingTypes", Lan.g(this, "All Billing Types"));
}
else
{
string subt = _listBillingTypeDefs[listBillType.SelectedIndices[0]].ItemName;
for (int i = 1; i < listBillType.SelectedIndices.Count; i++)
{
subt += ", " + _listBillingTypeDefs[listBillType.SelectedIndices[i]].ItemName;
}
report.AddSubTitle("", subt);
}
string subtitleProvs = "";
if (checkProvAll.Checked)
{
subtitleProvs = Lan.g(this, "All Providers");
}
else
{
subtitleProvs += string.Join(", ", listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].Abbr));
}
report.AddSubTitle("Providers", subtitleProvs);
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string subt = string.Join(", ", listClin.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", subt);
}
//Patient Account Aging Query-----------------------------------------------
bool isWoEstIncluded = true;
if (checkAgeWriteoffs.Checked && tableAging.Select().All(x => Math.Abs(PIn.Double(x["InsWoEst"].ToString())) <= 0.005))
{
tableAging.Columns.Remove("InsWoEst");
isWoEstIncluded = false;
}
QueryObject query = report.AddQuery(tableAging, "Date " + DateTime.Today.ToShortDateString());
query.AddColumn((radioGroupByFam.Checked?"GUARANTOR":"PATIENT"), 160, FieldValueType.String);
query.AddColumn("0-30 DAYS", 75, FieldValueType.Number);
query.AddColumn("31-60 DAYS", 75, FieldValueType.Number);
query.AddColumn("61-90 DAYS", 75, FieldValueType.Number);
query.AddColumn("> 90 DAYS", 75, FieldValueType.Number);
query.AddColumn("TOTAL", 80, FieldValueType.Number);
if (isWoEstIncluded)
{
query.AddColumn("-W/O EST", 75, FieldValueType.Number);
}
query.AddColumn("-INS EST", 75, FieldValueType.Number);
query.AddColumn("=PATIENT", 80, FieldValueType.Number);
if (checkHasDateLastPay.Checked)
{
query.AddColumn("", 10); //add some space between the right alligned amounts and the left alligned date
query.AddColumn("LAST PAY DATE", 100, FieldValueType.Date);
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (!Validation())
{
return;
}
ReportComplex report = new ReportComplex(true, false);
DataTable tableAging = RpAging.GetAgingTable(GetParamsFromForm());
report.IsLandscape = checkHasDateLastPay.Checked;
report.ReportName = Lan.g(this, "AGING OF ACCOUNTS RECEIVABLE REPORT");
report.AddTitle("Aging Report", Lan.g(this, "AGING OF ACCOUNTS RECEIVABLE"));
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle));
report.AddSubTitle("AsOf", Lan.g(this, "As of ") + textDate.Text);
if (radioAny.Checked)
{
report.AddSubTitle("Balance", Lan.g(this, "Any Balance"));
}
if (radio30.Checked)
{
report.AddSubTitle("Over30", Lan.g(this, "Over 30 Days"));
}
if (radio60.Checked)
{
report.AddSubTitle("Over60", Lan.g(this, "Over 60 Days"));
}
if (radio90.Checked)
{
report.AddSubTitle("Over90", Lan.g(this, "Over 90 Days"));
}
if (checkBillTypesAll.Checked)
{
report.AddSubTitle("AllBillingTypes", Lan.g(this, "All Billing Types"));
}
else
{
report.AddSubTitle("", string.Join(", ", listBillType.SelectedIndices.OfType <int>().Select(x => _listBillingTypeDefs[x].ItemName)));
}
if (checkProvAll.Checked)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
report.AddSubTitle("Providers", string.Join(", ", listProv.SelectedIndices.OfType <int>().Select(x => _listProviders[x].Abbr)));
}
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
report.AddSubTitle("Clinics", string.Join(", ", listClin.GetListSelected <Clinic>().Select(x => x.Abbr)));
}
//Patient Account Aging Query-----------------------------------------------
bool isWoEstIncluded = true;
if (checkAgeWriteoffs.Checked && tableAging.Select().All(x => Math.Abs(PIn.Double(x["InsWoEst"].ToString())) <= 0.005))
{
tableAging.Columns.Remove("InsWoEst");
isWoEstIncluded = false;
}
QueryObject query = report.AddQuery(tableAging, "Date " + DateTime.Today.ToShortDateString());
query.AddColumn((radioGroupByFam.Checked?"Guarantor":"Patient"), (checkAgeWriteoffs.Checked?135:140), FieldValueType.String);
query.AddColumn("0-30 Days", 80, FieldValueType.Number);
query.AddColumn("31-60 Days", 80, FieldValueType.Number);
query.AddColumn("61-90 Days", 80, FieldValueType.Number);
query.AddColumn("> 90 Days", 80, FieldValueType.Number);
query.AddColumn("Total", 80, FieldValueType.Number);
if (isWoEstIncluded)
{
query.AddColumn("-W/O " + (checkAgeWriteoffs.Checked?"Change":"Est"), (checkAgeWriteoffs.Checked?85:80), FieldValueType.Number);
}
query.AddColumn("-Ins Est", 80, FieldValueType.Number);
query.AddColumn("=Patient", 80, FieldValueType.Number);
if (checkHasDateLastPay.Checked)
{
query.AddColumn("", 10); //add some space between the right alligned amounts and the left alligned date
query.AddColumn("Last Pay Date", 90, FieldValueType.Date);
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butPrint_Click(object sender, EventArgs e)
{
if (gridMain.ListGridRows.Count == 0)
{
MsgBox.Show(this, "The report has no results to show. Please click 'Refresh' to populate the grid first.");
return;
}
DataTable tableReportCur = new DataTable();
tableReportCur.Columns.Add("Patient");
tableReportCur.Columns.Add("0_30");
tableReportCur.Columns.Add("31_60");
tableReportCur.Columns.Add("61_90");
tableReportCur.Columns.Add("Over90");
tableReportCur.Columns.Add("BatTotal");
//Uses the grid's rows so that the user's row sorting selection is retained.
foreach (AgingPat agingPatCur in gridMain.ListGridRows.Select(x => (AgingPat)x.Tag))
{
DataRow row = tableReportCur.NewRow();
row["Patient"] = agingPatCur.Pat.GetNameLF();
row["0_30"] = agingPatCur.BalZeroThirty.ToString("f");
row["31_60"] = agingPatCur.BalThirtySixty.ToString("f");
row["61_90"] = agingPatCur.BalSixtyNinety.ToString("f");
row["Over90"] = agingPatCur.BalOverNinety.ToString("f");
row["BatTotal"] = agingPatCur.BalTotal.ToString("f");
tableReportCur.Rows.Add(row);
}
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "Custom Aging of Accounts Receivable");
report.AddTitle("Custom Aging Report", Lan.g(this, "Custom Aging of Accounts Receivable"));
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle));
report.AddSubTitle("AsOf", Lan.g(this, "As of ") + _agingOptions.DateAsOf.ToShortDateString());
List <string> listAgingInc = new List <string>();
//Go through every aging option and for every one that is selected, add the descriptions as a subtitle
foreach (AgingOptions.AgingInclude agingInc in Enum.GetValues(typeof(AgingOptions.AgingInclude)))
{
if (agingInc == AgingOptions.AgingInclude.None)
{
continue;
}
if (_agingOptions.AgingInc.HasFlag(agingInc))
{
listAgingInc.Add(Lan.g(this, agingInc.GetDescription()));
}
}
//Add a newline to the list if it's too long.
if (listAgingInc.Count > 5)
{
listAgingInc[(listAgingInc.Count + 1) / 2] = "\r\n" + listAgingInc[(listAgingInc.Count + 1) / 2];
}
report.AddSubTitle("AgeInc", Lan.g(this, "For") + ": " + string.Join(", ", listAgingInc));
if (_agingOptions.AgeAccount == AgeOfAccount.Any)
{
report.AddSubTitle("Balance", Lan.g(this, "Any Balance"));
}
else if (_agingOptions.AgeAccount == AgeOfAccount.Over30)
{
report.AddSubTitle("Over30", Lan.g(this, "Over 30 Days"));
}
else if (_agingOptions.AgeAccount == AgeOfAccount.Over60)
{
report.AddSubTitle("Over60", Lan.g(this, "Over 60 Days"));
}
else if (_agingOptions.AgeAccount == AgeOfAccount.Over90)
{
report.AddSubTitle("Over90", Lan.g(this, "Over 90 Days"));
}
if (_agingOptions.ListBillTypes == null)
{
report.AddSubTitle("BillingTypes", Lan.g(this, "All Billing Types"));
}
else
{
report.AddSubTitle("BillingTypes", string.Join(", ", _agingOptions.ListBillTypes.Select(x => x.ItemName)));
}
if (_agingOptions.ListProvs == null)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
report.AddSubTitle("Providers", string.Join(", ", _agingOptions.ListProvs.Select(x => x.Abbr)));
}
if (_agingOptions.ListClins == null)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
report.AddSubTitle("Clinics", string.Join(", ", _agingOptions.ListClins.Select(x => x.Abbr)));
}
QueryObject query = report.AddQuery(tableReportCur, "Date " + DateTimeOD.Today.ToShortDateString());
query.AddColumn((_agingOptions.FamGroup == AgingOptions.FamilyGrouping.Family ? "GUARANTOR" : "PATIENT"), 160, FieldValueType.String);
query.AddColumn("0-30 DAYS", 75, FieldValueType.Number);
query.AddColumn("31-60 DAYS", 75, FieldValueType.Number);
query.AddColumn("61-90 DAYS", 75, FieldValueType.Number);
query.AddColumn("> 90 DAYS", 75, FieldValueType.Number);
query.AddColumn("TOTAL", 80, FieldValueType.Number);
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
}
private void butUnearnedAllocationOK_Click(object sender, EventArgs e)
{
if (PrefC.HasClinicsEnabled)
{
if (!checkUnearnedAllocationAllClins.Checked && listUnearnedAllocationClins.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
if (!checkUnearnedAllocationAllProvs.Checked && listUnearnedAllocationProvs.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (!checkUnearnedAllocationAllTypes.Checked && listUnearnedAllocationTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one unearned type must be selected.");
return;
}
List <long> listClinicNums = listUnearnedAllocationClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum).ToList();
List <long> listProvNums = listUnearnedAllocationProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.ProvNum).ToList();
List <long> listUnearnedTypeNums = listUnearnedAllocationTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.DefNum).ToList();
ReportComplex report = new ReportComplex(true, true);
DataTable table = RpUnearnedIncome.GetUnearnedAllocationData(listClinicNums, listProvNums, listUnearnedTypeNums,
checkUnearnedAllocationExcludeZero.Checked, checkUnearnedAllocationShowProv.Checked);
report.ReportName = "Unearned Allocation Report";
QueryObject query = report.AddQuery(table, "Unearned Allocation Report");
query.AddColumn("Guar", 150, FieldValueType.String);
query.GetColumnDetail("Guar").Font = new Font(query.GetColumnDetail("Guar").Font, FontStyle.Bold);
query.AddColumn("FamBal", 100, FieldValueType.String);
query.GetColumnDetail("FamBal").Font = new Font(query.GetColumnDetail("FamBal").Font, FontStyle.Bold);
query.AddColumn("FamUnearned", 100, FieldValueType.String);
query.GetColumnDetail("FamUnearned").Font = new Font(query.GetColumnDetail("FamUnearned").Font, FontStyle.Bold);
query.AddColumn("FamRemAmt", 100, FieldValueType.String);
query.GetColumnDetail("FamRemAmt").Font = new Font(query.GetColumnDetail("FamRemAmt").Font, FontStyle.Bold);
if (checkUnearnedAllocationShowProv.Checked)
{
query.AddColumn("Prov", 50, FieldValueType.String);
query.GetColumnDetail("Prov").Font = new Font(query.GetColumnDetail("Prov").Font, FontStyle.Bold);
}
query.AddColumn("Pat", 150, FieldValueType.String);
query.AddColumn("Code", 50, FieldValueType.String);
query.AddColumn("Date", 80, FieldValueType.String);
query.AddColumn("Fee", 100, FieldValueType.String);
query.AddColumn("RemAmt", 100, FieldValueType.String);
report.AddTitle("Title", "Unearned Allocation Report");
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle));
if (checkUnearnedAllocationAllTypes.Checked)
{
report.AddSubTitle("UnearnedTypes", "All Unearned Types");
}
else
{
string unearnedTypes = string.Join(", ", listUnearnedAllocationTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.ItemName));
report.AddSubTitle("UnearnedTypes", unearnedTypes);
}
if (checkUnearnedAllocationAllProvs.Checked)
{
report.AddSubTitle("Provs", Lan.g(this, "All Providers"));
}
else
{
string provNames = string.Join(", ", listUnearnedAllocationProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("ProvNames", provNames);
}
if (PrefC.HasClinicsEnabled) //show sub titles if clinics are enabled.
{
if (checkUnearnedAllocationAllClins.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = string.Join(", ", listUnearnedAllocationClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", clinNames);
}
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
//Display report
FormReportComplex FormRC = new FormReportComplex(report);
FormRC.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (!IsValid())
{
return;
}
List <long> listClinicNums = new List <long>();
for (int i = 0; i < listClinics.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClinics.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClinics.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClinics.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
List <long> listProvNums = new List <long>();
if (checkAllProvs.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
}
}
else
{
for (int i = 0; i < listProvs.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProvs.SelectedIndices[i]].ProvNum);
}
}
ReportComplex report = new ReportComplex(true, true);
DateTime dateFrom = PIn.Date(textDateFrom.Text);
DateTime dateTo = PIn.Date(textDateTo.Text);
DataTable table = new DataTable();
List <ApptStatus> listStatuses = new List <ApptStatus> {
ApptStatus.Planned, ApptStatus.UnschedList
};
if (!checkShowNoteAppts.Checked)
{
listStatuses.Add(ApptStatus.PtNote);
listStatuses.Add(ApptStatus.PtNoteCompleted);
}
RpAppointments.SortAndFilterBy sortBy = radioDateAptCreated.Checked ? RpAppointments.SortAndFilterBy.SecDateEntry : RpAppointments.SortAndFilterBy.AptDateTime;
table = RpAppointments.GetAppointmentTable(dateFrom, dateTo, listProvNums, listClinicNums, _hasClinicsEnabled, checkWebSchedRecall.Checked,
checkWebSchedNewPat.Checked, checkWebSchedASAP.Checked, sortBy, listStatuses, new List <long>(), nameof(FormRpAppointments));
//create the report
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Appointments");
report.AddTitle("Title", Lan.g(this, "Appointments"), fontTitle);
report.AddSubTitle("PracName", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", dateFrom.ToShortDateString() + " - " + dateTo.ToShortDateString(), fontSubTitle);
if (checkAllProvs.Checked)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
string str = "";
for (int i = 0; i < listProvs.SelectedIndices.Count; i++)
{
if (i > 0)
{
str += ", ";
}
str += _listProviders[listProvs.SelectedIndices[i]].Abbr;
}
report.AddSubTitle("Providers", str);
}
QueryObject query;
//setup query
if (!_hasClinicsEnabled)
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
}
else
{
query = report.AddQuery(table, "", "ClinicDesc", SplitByKind.Value, 1, true);
}
// add columns to report
if (radioAptDate.Checked)
{
query.AddColumn("Date", 80, FieldValueType.Date, font);
query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
}
else
{
query.AddColumn("DateCreated", 80, FieldValueType.Date, font);
query.GetColumnDetail("DateCreated").SuppressIfDuplicate = true;
query.GetColumnDetail("DateCreated").StringFormat = "d";
query.AddColumn("AptDate", 80, FieldValueType.Date, font);
query.GetColumnDetail("AptDate").StringFormat = "d";
}
query.AddColumn("PatNum", 55, FieldValueType.String, font);
query.AddColumn("Patient", 150, FieldValueType.String, font);
query.AddColumn("Age", 45, FieldValueType.Age, font);
query.AddColumn("Time", 65, FieldValueType.Date, font);
query.GetColumnDetail("Time").StringFormat = "t";
query.GetColumnDetail("Time").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnHeader("Time").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Length", 45, FieldValueType.Integer, font);
query.GetColumnHeader("Length").Location = new Point(
query.GetColumnHeader("Length").Location.X,
query.GetColumnHeader("Length").Location.Y);
query.GetColumnHeader("Length").ContentAlignment = ContentAlignment.MiddleCenter;
query.GetColumnDetail("Length").ContentAlignment = ContentAlignment.MiddleCenter;
query.GetColumnDetail("Length").Location = new Point(
query.GetColumnDetail("Length").Location.X,
query.GetColumnDetail("Length").Location.Y);
query.AddColumn("Description", 170, FieldValueType.String, font);
query.AddColumn("Home Ph.", 120, FieldValueType.String, font);
query.AddColumn("Work Ph.", 120, FieldValueType.String, font);
query.AddColumn("Cell Ph.", 120, FieldValueType.String, font);
report.AddPageNum(font);
report.AddGridLines();
// execute query
if (!report.SubmitQueries())
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
//FormR.MyReport=report;
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
