///<summary>Update only data that is different in newOrthoCase.</summary>
public static void Update(OrthoCase newOrthoCase, OrthoCase oldOrthoCase)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), newOrthoCase, oldOrthoCase);
return;
}
Crud.OrthoCaseCrud.Update(newOrthoCase, oldOrthoCase);
}
///<summary>Insert an OrthoCase into the database. Returns OrthoCaseNum.</summary>
public static long Insert(OrthoCase orthoCase)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
orthoCase.OrthoCaseNum = Meth.GetLong(MethodBase.GetCurrentMethod(), orthoCase);
return(orthoCase.OrthoCaseNum);
}
return(Crud.OrthoCaseCrud.Insert(orthoCase));
}
///<summary>Activates an OrthoCase and its associated OrthoSchedule and OrthoPlanLink. Sets all other OrthoCases for Pat inactive.
///Returns the refreshed list of OrthoCases.</summary>
public static List <OrthoCase> Activate(OrthoCase orthoCaseToActivate, long patNum)
{
//No need to check RemotingRole; no call to db.
OrthoPlanLink scheduleOrthoPlanLink = OrthoPlanLinks.GetOneForOrthoCaseByType(orthoCaseToActivate.OrthoCaseNum, OrthoPlanLinkType.OrthoSchedule);
OrthoSchedule orthoSchedule = OrthoSchedules.GetOne(scheduleOrthoPlanLink.FKey);
SetActiveState(orthoCaseToActivate, scheduleOrthoPlanLink, orthoSchedule, true);
DeactivateOthersForPat(orthoCaseToActivate.OrthoCaseNum, orthoSchedule.OrthoScheduleNum, patNum);
return(Refresh(patNum));
}
///<summary>Update the IsActive property for the OrthoCase, OrthoSchedule, and OrthoPlanLink between them.</summary>
public static void SetActiveState(OrthoCase orthoCase, OrthoPlanLink scheduleOrthoPlanLink, OrthoSchedule orthoSchedule, bool isActive)
{
//No remoting role check; no call to db
OrthoCase oldOrthoCase = orthoCase.Copy();
OrthoSchedule oldOrthoSchedule = orthoSchedule.Copy();
OrthoPlanLink oldScheduleOrthoPlanLink = scheduleOrthoPlanLink.Copy();
orthoCase.IsActive = isActive;
orthoSchedule.IsActive = isActive;
scheduleOrthoPlanLink.IsActive = isActive;
Update(orthoCase, oldOrthoCase);
OrthoSchedules.Update(orthoSchedule, oldOrthoSchedule);
OrthoPlanLinks.Update(scheduleOrthoPlanLink, oldScheduleOrthoPlanLink);
}
///<summary>Determines whether the passed in procedure is a Banding, Visit, or Debond procedure and
///sets the ProcFee accordingly. Does not update the procedure in the database.</summary>
public static void SetProcFeeForLinkedProc(OrthoCase orthoCase, Procedure proc, OrthoProcType procType, List <OrthoProcLink> listVisitProcLinks,
OrthoPlanLink scheduleOrthoPlanLink = null, OrthoSchedule orthoSchedule = null)
{
//No remoting role check; no call to db
if (scheduleOrthoPlanLink == null && orthoSchedule == null)
{
scheduleOrthoPlanLink = OrthoPlanLinks.GetOneForOrthoCaseByType(orthoCase.OrthoCaseNum, OrthoPlanLinkType.OrthoSchedule);
}
if (orthoSchedule == null)
{
orthoSchedule = OrthoSchedules.GetOne(scheduleOrthoPlanLink.FKey);
}
double procFee = 0;
switch (procType)
{
case OrthoProcType.Banding:
procFee = orthoSchedule.BandingAmount;
break;
case OrthoProcType.Debond:
procFee = orthoSchedule.DebondAmount;
break;
case OrthoProcType.Visit:
double allVisitsAmount = Math.Round((orthoCase.Fee - orthoSchedule.BandingAmount - orthoSchedule.DebondAmount) * 100) / 100;
int plannedVisitCount = OrthoSchedules.CalculatePlannedVisitsCount(orthoSchedule.BandingAmount, orthoSchedule.DebondAmount
, orthoSchedule.VisitAmount, orthoCase.Fee);
if (listVisitProcLinks.Count == plannedVisitCount)
{
procFee = Math.Round((allVisitsAmount - orthoSchedule.VisitAmount * (plannedVisitCount - 1)) * 100) / 100;
}
else if (listVisitProcLinks.Count < plannedVisitCount)
{
procFee = orthoSchedule.VisitAmount;
}
break;
}
proc.ProcFee = procFee;
proc.BaseUnits = 0;
proc.UnitQty = 1;
}
///<summary>Sets the BandingDate or DebondDate for an OrthoCase.</summary>
public static void UpdateDatesByLinkedProc(OrthoProcLink procLink, Procedure proc)
{
//No remoting role check; no call to db
if (procLink.ProcLinkType == OrthoProcType.Visit)
{
return;
}
OrthoCase orthoCase = GetOne(procLink.OrthoCaseNum);
OrthoCase oldOrthoCase = orthoCase.Copy();
//Update banding date only if banding proc is complete or it is treatment planned and attached to an appointment.
if (procLink.ProcLinkType == OrthoProcType.Banding && proc.ProcStatus == ProcStat.C || (proc.ProcStatus == ProcStat.TP && proc.AptNum != 0))
{
orthoCase.BandingDate = proc.ProcDate;
}
else if (procLink.ProcLinkType == OrthoProcType.Debond)
{
orthoCase.DebondDate = proc.ProcDate;
}
Update(orthoCase, oldOrthoCase);
}
///<summary>Returns true if OrthoCase feature is enabled, pat has an active ortho case, no debond procedures are linked to ortho case,
///banding procedure is complete if a link for one exists.</summary>
public static bool WillProcLinkToOrthoCase(long patNum, string procCode, ref OrthoCase activeOrthoCase
, ref List <OrthoProcLink> listOrthoProcLinksForCase)
{
//No remoting role check; no call to db
List <string> listVisitAndDebondCodes = new List <string>();
listVisitAndDebondCodes.AddRange(OrthoCases.GetListProcTypeProcCodes(PrefName.OrthoVisitCodes));
listVisitAndDebondCodes.AddRange(OrthoCases.GetListProcTypeProcCodes(PrefName.OrthoDebondCodes));
//If Orthocases aren't enabled or code in question is not a visit or debond code return false.
if (!OrthoCases.HasOrthoCasesEnabled() || !listVisitAndDebondCodes.Contains(procCode))
{
return(false);
}
if (activeOrthoCase == null)
{
activeOrthoCase = OrthoCases.GetActiveForPat(patNum);
}
if (activeOrthoCase == null)
{
return(false); //If patient doesn't have an active ortho case return false.
}
if (listOrthoProcLinksForCase == null)
{
listOrthoProcLinksForCase = GetManyByOrthoCase(activeOrthoCase.OrthoCaseNum);
}
//If active ortho case already has a debond procedure completed return false. Ortho case is considered completed.
if (listOrthoProcLinksForCase.Where(x => x.ProcLinkType == OrthoProcType.Debond).ToList().Count > 0)
{
return(false);
}
//If banding procedure is linked and it is not complete, return false.
OrthoProcLink bandingProcLink = listOrthoProcLinksForCase.Where(x => x.ProcLinkType == OrthoProcType.Banding).ToList().FirstOrDefault();
if (bandingProcLink != null && Procedures.GetOneProc(bandingProcLink.ProcNum, false).ProcStatus != ProcStat.C)
{
return(false);
}
return(true);
}
///<summary>Changes procFee. Links procedure to an active OrthoCase. Returns new ProcLink if the procedure is linked, else returns null.
///Should only be used when a procedure is set complete. This will set the procedure's ProcFee but does not update the procedure in the DB.
///This must be done if this function returns true.</summary>
public static OrthoProcLink LinkProcForActiveOrthoCase(Procedure proc, OrthoCase orthoCase = null, List <OrthoProcLink> listProcLinksForCase = null
, OrthoPlanLink schedulePlanLink = null, OrthoSchedule orthoSchedule = null)
{
//No remoting role check; no call to db
if (orthoCase == null)
{
orthoCase = OrthoCases.GetActiveForPat(proc.PatNum);
}
if (orthoCase == null) //No active ortho case for pat so return.
{
return(null);
}
OrthoCase orthoCaseOld = orthoCase.Copy();
if (listProcLinksForCase == null)
{
listProcLinksForCase = GetManyByOrthoCase(orthoCase.OrthoCaseNum);
}
List <OrthoProcLink> listAllVisitProcLinks = listProcLinksForCase.Where(x => x.ProcLinkType == OrthoProcType.Visit).ToList();
//Don't link procs to an OrthoCase with a completed debond procedure
if (listProcLinksForCase.FirstOrDefault(x => x.ProcLinkType == OrthoProcType.Debond) != null)
{
return(null);
}
if (!orthoCase.IsTransfer)
{
OrthoProcLink bandingProcLink = listProcLinksForCase.FirstOrDefault(x => x.ProcLinkType == OrthoProcType.Banding);
//If proc being set complete is the banding, it is already linked. We just need to set the fee.
if (bandingProcLink.ProcNum == proc.ProcNum)
{
SetProcFeeForLinkedProc(orthoCase, proc, OrthoProcType.Banding, listAllVisitProcLinks);
orthoCase.BandingDate = proc.ProcDate;
OrthoCases.Update(orthoCase, orthoCaseOld);
return(bandingProcLink);
}
Procedure bandingProc = Procedures.GetOneProc(bandingProcLink.ProcNum, false);
//If proc is not banding and banding is not complete yet, don't link procedure
if (bandingProc.ProcStatus != ProcStat.C)
{
return(null);
}
}
if (listProcLinksForCase.Select(x => x.ProcNum).ToList().Contains(proc.ProcNum))
{
return(null); //Procedure is not banding and is already linked so do nothing.
}
string procCode = ProcedureCodes.GetProcCode(proc.CodeNum).ProcCode;
List <string> listDebondProcs = OrthoCases.GetListProcTypeProcCodes(PrefName.OrthoDebondCodes);
List <string> listVisitProcs = OrthoCases.GetListProcTypeProcCodes(PrefName.OrthoVisitCodes);
if (listVisitProcs.Contains(procCode) || listDebondProcs.Contains(procCode))
{
if (schedulePlanLink == null)
{
schedulePlanLink = OrthoPlanLinks.GetOneForOrthoCaseByType(orthoCase.OrthoCaseNum, OrthoPlanLinkType.OrthoSchedule);
}
if (orthoSchedule == null)
{
orthoSchedule = OrthoSchedules.GetOne(schedulePlanLink.FKey);
}
//Link visit procedure
if (listVisitProcs.Contains(procCode))
{
OrthoProcLink newVisitProcLink = CreateHelper(orthoCase.OrthoCaseNum, proc.ProcNum, OrthoProcType.Visit);
newVisitProcLink.OrthoProcLinkNum = Insert(newVisitProcLink);
listAllVisitProcLinks.Add(newVisitProcLink);
listProcLinksForCase.Add(newVisitProcLink);
SetProcFeeForLinkedProc(orthoCase, proc, OrthoProcType.Visit, listAllVisitProcLinks, schedulePlanLink, orthoSchedule);
return(newVisitProcLink);
}
//Link debond procedure
else if (listDebondProcs.Contains(procCode))
{
OrthoProcLink newDebondProcLink = CreateHelper(orthoCase.OrthoCaseNum, proc.ProcNum, OrthoProcType.Debond);
newDebondProcLink.OrthoProcLinkNum = Insert(newDebondProcLink);
listProcLinksForCase.Add(newDebondProcLink);
OrthoCases.SetActiveState(orthoCase, schedulePlanLink, orthoSchedule, false); //deactivate the ortho case
SetProcFeeForLinkedProc(orthoCase, proc, OrthoProcType.Debond, listAllVisitProcLinks, schedulePlanLink, orthoSchedule);
orthoCase.DebondDate = proc.ProcDate;
OrthoCases.Update(orthoCase, orthoCaseOld);
return(newDebondProcLink);
}
}
return(null); //Procedure is not a Banding, Visit, or Debond. Do nothing.
}
///<summary>Updates writeoff estimated for claimprocs for the passed in clinics. Called only in FormFeeSchedTools, located here to allow unit
///testing. Requires an ODProgressExtended to display UI updates. If clinics are enabled and the user is not clinic restricted and chooses to run
///for all clinics, set doUpdatePrevClinicPref to true so that the ClinicNums will be stored in the preference table as they are finished to allow
///for pausing/resuming the process.</summary>
public static long GlobalUpdateWriteoffs(List <long> listWriteoffClinicNums, ODProgressExtended progress, bool doUpdatePrevClinicPref = false)
{
//No need to check RemotingRole; no call to db.
long totalWriteoffsUpdated = 0;
List <Fee> listFeesHQ = Fees.GetByClinicNum(0);//All HQ fees
Dictionary <long, List <Procedure> > dictPatProcs;
List <FamProc> listFamProcs;
Dictionary <long, List <ClaimProc> > dictClaimProcs;
List <Fee> listFeesHQandClinic;
Lookup <FeeKey2, Fee> lookupFeesByCodeAndSched;
List <InsSub> listInsSubs;
List <InsPlan> listInsPlans;
List <PatPlan> listPatPlans;
List <Benefit> listBenefits;
List <Action> listActions;
//Get all objects needed to check if procedures are linked to an orthocase here to avoid querying in loops.
List <OrthoProcLink> listOrthoProcLinksAll = new List <OrthoProcLink>();
Dictionary <long, OrthoProcLink> dictOrthoProcLinksAll = new Dictionary <long, OrthoProcLink>();
Dictionary <long, OrthoCase> dictOrthoCases = new Dictionary <long, OrthoCase>();
Dictionary <long, OrthoSchedule> dictOrthoSchedules = new Dictionary <long, OrthoSchedule>();
OrthoCases.GetDataForAllProcLinks(ref listOrthoProcLinksAll, ref dictOrthoProcLinksAll, ref dictOrthoCases, ref dictOrthoSchedules);
OrthoProcLink orthoProcLink = null;
OrthoCase orthoCase = null;
OrthoSchedule orthoSchedule = null;
List <OrthoProcLink> listOrthoProcLinksForOrthoCase = null;
foreach (long clinicNumCur in listWriteoffClinicNums)
{
progress.Fire(ODEventType.FeeSched, new ProgressBarHelper(Clinics.GetAbbr(clinicNumCur), "0%", 0, 100, ProgBarStyle.Blocks, "WriteoffProgress"));
long rowCurIndex = 0; //reset for each clinic.
object lockObj = new object(); //used to lock rowCurIndex so the threads will correctly increment the count
progress.Fire(ODEventType.FeeSched, new ProgressBarHelper(Lans.g("FeeSchedEvent", "Getting list to update writeoffs..."),
progressBarEventType: ProgBarEventType.TextMsg));
listFeesHQandClinic = Fees.GetByClinicNum(clinicNumCur); //could be empty for some clinics that don't use overrides
listFeesHQandClinic.AddRange(listFeesHQ);
lookupFeesByCodeAndSched = (Lookup <FeeKey2, Fee>)listFeesHQandClinic.ToLookup(x => new FeeKey2(x.CodeNum, x.FeeSched));
dictPatProcs = Procedures.GetAllTp(clinicNumCur)
.GroupBy(x => x.PatNum)
.ToDictionary(x => x.Key, x => Procedures.SortListByTreatPlanPriority(x.ToList()).ToList());
#region Has Paused or Cancelled
while (progress.IsPaused)
{
progress.AllowResume();
if (progress.IsCanceled)
{
break;
}
}
if (progress.IsCanceled)
{
break;
}
#endregion Has Paused or Cancelled
if (dictPatProcs.Count == 0)
{
continue;
}
int procCount = dictPatProcs.Sum(x => x.Value.Count);
listFamProcs = Patients.GetFamilies(dictPatProcs.Keys.ToList()).Where(x => x.Guarantor != null)
.Select(x => new FamProc {
GuarNum = x.Guarantor.PatNum,
ListPatProcs = x.ListPats.Select(y => new PatProc {
PatNum = y.PatNum,
Age = y.Age,
ListProcs = dictPatProcs.TryGetValue(y.PatNum, out List <Procedure> listProcsCurr)?listProcsCurr:new List <Procedure>()
}).ToList()
}).ToList();
listPatPlans = PatPlans.GetPatPlansForPats(dictPatProcs.Keys.ToList());
listInsSubs = InsSubs.GetListInsSubs(dictPatProcs.Keys.ToList());
List <long> listInsSubNums = listInsSubs.Select(x => x.InsSubNum).ToList();
listInsSubs.AddRange(InsSubs.GetMany(listPatPlans.Select(x => x.InsSubNum).Distinct().Where(x => !listInsSubNums.Contains(x)).ToList()));
listInsSubs = listInsSubs.DistinctBy(x => x.InsSubNum).ToList();
listInsPlans = InsPlans.RefreshForSubList(listInsSubs);
listBenefits = Benefits.GetAllForPatPlans(listPatPlans, listInsSubs);
#region Has Paused or Cancelled
while (progress.IsPaused)
{
progress.AllowResume();
if (progress.IsCanceled)
{
break;
}
}
if (progress.IsCanceled)
{
break;
}
#endregion Has Paused or Cancelled
//dictionary of key=PatNum, value=list of claimprocs, i.e. a dictionary linking each PatNum to a list of claimprocs for the given procs
dictClaimProcs = ClaimProcs.GetForProcs(dictPatProcs.SelectMany(x => x.Value.Select(y => y.ProcNum)).ToList(), useDataReader: true)
.GroupBy(x => x.PatNum)
.ToDictionary(x => x.Key, x => x.ToList());
#region Has Paused or Cancelled
while (progress.IsPaused)
{
progress.AllowResume();
if (progress.IsCanceled)
{
break;
}
}
if (progress.IsCanceled)
{
break;
}
#endregion Has Paused or Cancelled
progress.Fire(ODEventType.FeeSched, new ProgressBarHelper(Lans.g("FeeSchedEvent", "Updating writeoff estimates for patients..."),
progressBarEventType: ProgBarEventType.TextMsg));
listActions = listFamProcs.Select(x => new Action(() => {
#region Has Cancelled
if (progress.IsCanceled)
{
return;
}
#endregion Has Cancelled
List <long> listPatNums = x.ListPatProcs.Select(y => y.PatNum).ToList();
List <long> listInsSubNumsPatPlanCur = listPatPlans.Where(y => y.PatNum.In(listPatNums)).Select(y => y.InsSubNum).ToList();
List <InsSub> listInsSubsCur = listInsSubs.FindAll(y => listPatNums.Contains(y.Subscriber) || y.InsSubNum.In(listInsSubNumsPatPlanCur));
List <long> listInsSubPlanNumsCur = listInsSubsCur.Select(y => y.PlanNum).ToList();
List <InsPlan> listInsPlansCur = listInsPlans.FindAll(y => listInsSubPlanNumsCur.Contains(y.PlanNum));
List <SubstitutionLink> listSubstitutionLinks = SubstitutionLinks.GetAllForPlans(listInsPlansCur);
List <PatPlan> listPatPlansCur;
List <Benefit> listBenefitsCur;
foreach (PatProc patProc in x.ListPatProcs) //foreach patient in the family
{
if (patProc.ListProcs.IsNullOrEmpty())
{
continue;
}
listPatPlansCur = listPatPlans.FindAll(y => y.PatNum == patProc.PatNum);
List <long> listInsPlanNumsCur = listInsPlansCur.Select(y => y.PlanNum).ToList();
List <long> listPatPlanNumsCur = listPatPlansCur.Select(y => y.PatPlanNum).ToList();
listBenefitsCur = listBenefits
.FindAll(y => listInsPlanNumsCur.Contains(y.PlanNum) || listPatPlanNumsCur.Contains(y.PatPlanNum));
listBenefitsCur.Sort(Benefits.SortBenefits);
if (!dictClaimProcs.TryGetValue(patProc.PatNum, out List <ClaimProc> listClaimProcsCur))
{
listClaimProcsCur = new List <ClaimProc>();
}
foreach (Procedure procCur in patProc.ListProcs) //foreach proc for this patient
{
OrthoCases.FillOrthoCaseObjectsForProc(procCur.ProcNum, ref orthoProcLink, ref orthoCase, ref orthoSchedule
, ref listOrthoProcLinksForOrthoCase, dictOrthoProcLinksAll, dictOrthoCases, dictOrthoSchedules, listOrthoProcLinksAll);
Procedures.ComputeEstimates(procCur, patProc.PatNum, ref listClaimProcsCur, false, listInsPlansCur, listPatPlansCur, listBenefitsCur,
null, null, true, patProc.Age, listInsSubsCur, listSubstLinks: listSubstitutionLinks, lookupFees: lookupFeesByCodeAndSched,
orthoProcLink: orthoProcLink, orthoCase: orthoCase, orthoSchedule: orthoSchedule, listOrthoProcLinksForOrthoCase: listOrthoProcLinksForOrthoCase);
double percentage = 0;
lock (lockObj) {
percentage = Math.Ceiling(((double)(++rowCurIndex) / procCount) * 100);
}
progress.Fire(ODEventType.FeeSched,
new ProgressBarHelper(Clinics.GetAbbr(clinicNumCur), (int)percentage + "%", (int)percentage, 100, ProgBarStyle.Blocks, "WriteoffProgress"));
}
}
})).ToList();
ODThread.RunParallel(listActions, TimeSpan.FromHours(3),
onException: new ODThread.ExceptionDelegate((ex) => {
//Notify the user what went wrong via the text box.
progress.Fire(ODEventType.FeeSched, new ProgressBarHelper("Error updating writeoffs: " + ex.Message,
progressBarEventType: ProgBarEventType.TextMsg));
})
);
if (listWriteoffClinicNums.Count > 1) //only show if more than one clinic
{
progress.Fire(ODEventType.FeeSched,
new ProgressBarHelper(rowCurIndex + " " + Lans.g("FeeSchedTools", "procedures processed from") + " " + Clinics.GetAbbr(clinicNumCur),
progressBarEventType: ProgBarEventType.TextMsg));
}
totalWriteoffsUpdated += rowCurIndex;
if (doUpdatePrevClinicPref && rowCurIndex == procCount)
{
//if storing previously completed clinic and we actually completed this clinic's procs, update the pref
if (listWriteoffClinicNums.Last() == clinicNumCur)
{
//if this is the last clinic in the list, clear the last clinic pref so the next time it will run for all clinics
Prefs.UpdateString(PrefName.GlobalUpdateWriteOffLastClinicCompleted, "");
}
else
{
Prefs.UpdateString(PrefName.GlobalUpdateWriteOffLastClinicCompleted, POut.Long(clinicNumCur));
}
Signalods.SetInvalid(InvalidType.Prefs);
}
#region Has Cancelled
if (progress.IsCanceled)
{
break;
}
#endregion Has Cancelled
}
progress.OnProgressDone();
progress.Fire(ODEventType.FeeSched, new ProgressBarHelper("Writeoffs updated. " + totalWriteoffsUpdated + " procedures processed.\r\nDone.",
progressBarEventType: ProgBarEventType.TextMsg));
return(totalWriteoffsUpdated);
}
///<summary>Fills ref parameters for an orthoProcLink, orthoCase, orthoSchedule, and list of orthoProcLinks for the orthoCase.
///These objects are used in several places to call Procedures.ComputeEstimates()</summary>
public static void FillOrthoCaseObjectsForProc(long procNum, ref OrthoProcLink orthoProcLink, ref OrthoCase orthoCase, ref OrthoSchedule orthoSchedule,
ref List <OrthoProcLink> listOrthoProcLinksForOrthoCase, Dictionary <long, OrthoProcLink> dictOrthoProcLinksForProcList,
Dictionary <long, OrthoCase> dictOrthoCases, Dictionary <long, OrthoSchedule> dictOrthoSchedules, List <OrthoProcLink> listOrthoProcLinksAll)
{
//No remoting role check; no call to db
listOrthoProcLinksForOrthoCase = null;
dictOrthoProcLinksForProcList.TryGetValue(procNum, out orthoProcLink);
//If proc is linked to an OrthoCase, get other OrthoCase data needed to update estimates.
if (orthoProcLink != null)
{
long orthoCaseNum = orthoProcLink.OrthoCaseNum;
dictOrthoCases.TryGetValue(orthoCaseNum, out orthoCase);
dictOrthoSchedules.TryGetValue(orthoCaseNum, out orthoSchedule);
listOrthoProcLinksForOrthoCase = listOrthoProcLinksAll.Where(x => x.OrthoCaseNum == orthoCaseNum).ToList();
}
}