public static DataTable GetInsAgingTable(RpAgingParamObject rpo)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), rpo));
}
#region Insurance Aging
string asOfDateStr = POut.Date(rpo.AsOfDate);
string thirtyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-30));
string sixtyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-60));
string ninetyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-90));
string patOrGuar = (rpo.IsGroupByFam?"guar":"patient");
string command = "SELECT guarAging.PatNum,";
if (ReportsComplex.RunFuncOnReportServer(() => Prefs.GetBoolNoCache(PrefName.ReportsShowPatNum)))
{
command += DbHelper.Concat("guarAging.PatNum", "' - '", "guarAging.LName", "', '", "guarAging.FName", "' '", "guarAging.MiddleI");
}
else
{
command += DbHelper.Concat("guarAging.LName", "', '", "guarAging.FName", "' '", "guarAging.MiddleI");
}
command += @" PatName,guarAging.InsPayEst_0_30,guarAging.InsPayEst_31_60,guarAging.InsPayEst_61_90,guarAging.InsPayEst_90,guarAging.InsPayEst_Total
FROM (
SELECT " + patOrGuar + ".PatNum," + patOrGuar + ".LName," + patOrGuar + ".FName," + patOrGuar + @".MiddleI,
SUM(CASE WHEN cp.ProcDate >= " + thirtyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_0_30,
SUM(CASE WHEN cp.ProcDate < " + thirtyDaysAgo + " AND cp.ProcDate >= " + sixtyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_31_60,
SUM(CASE WHEN cp.ProcDate < " + sixtyDaysAgo + " AND cp.ProcDate >= " + ninetyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_61_90,
SUM(CASE WHEN cp.ProcDate < " + ninetyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_90,
SUM(cp.InsPayEst) InsPayEst_Total
FROM claimproc cp
INNER JOIN patient ON patient.PatNum=cp.PatNum
" + (rpo.IsGroupByFam?"INNER JOIN patient guar ON patient.Guarantor=guar.PatNum":"") + @"
WHERE cp.Status IN (" + (int)ClaimProcStatus.NotReceived + "," + (int)ClaimProcStatus.Received + @")
AND cp.ProcDate <= " + asOfDateStr + @"
AND (cp.Status = " + (int)ClaimProcStatus.NotReceived + " OR (cp.Status = " + (int)ClaimProcStatus.Received + " AND cp.DateCP > " + asOfDateStr + ")) ";
if (rpo.ListBillTypes.Count > 0) //if all bill types is selected, list will be empty
{
command += "AND " + patOrGuar + ".BillingType IN (" + string.Join(",", rpo.ListBillTypes.Select(x => POut.Long(x))) + ") ";
}
if (rpo.ListProvNums.Count > 0) //if all provs is selected, list will be empty
{
command += "AND " + patOrGuar + ".PriProv IN (" + string.Join(",", rpo.ListProvNums.Select(x => POut.Long(x))) + ") ";
}
if (rpo.ListClinicNums.Count > 0) //listClin may contain "Unassigned" clinic with ClinicNum 0, in which case it will also be in the query string
{
command += "AND " + patOrGuar + ".ClinicNum IN (" + string.Join(",", rpo.ListClinicNums.Select(x => POut.Long(x))) + ") ";
}
command += "GROUP BY " + patOrGuar + @".PatNum) guarAging
WHERE (guarAging.InsPayEst_0_30 > 0.005
OR guarAging.InsPayEst_31_60 > 0.005
OR guarAging.InsPayEst_61_90 > 0.005
OR guarAging.InsPayEst_90 > 0.005
OR guarAging.InsPayEst_Total > 0.005)
ORDER BY guarAging.LName,guarAging.FName" ;
ReportComplexEvent.Fire(new ODEventArgs("ReportComplexEvent", Lans.g("ReportComplex", "Running Insurance Estimate Query...")));
DataTable insTable = ReportsComplex.RunFuncOnReportServer(() => Db.GetTable(command));
#endregion Insurance Aging
#region Regular Aging
DataTable regAging = ReportsComplex.RunFuncOnReportServer(() => RpAging.GetAgingTable(rpo));
#endregion Regular Aging
#region Merge Insurance and Regular Aging
DataTable insAgingTable = new DataTable();
insAgingTable.Columns.Add("PatName");
insAgingTable.Columns.Add("InsPayEst_0_30");
insAgingTable.Columns.Add("InsPayEst_31_60");
insAgingTable.Columns.Add("InsPayEst_61_90");
insAgingTable.Columns.Add("InsPayEst_90");
insAgingTable.Columns.Add("InsPayEst_Total");
insAgingTable.Columns.Add("PatBal_0_30");
insAgingTable.Columns.Add("PatBal_31_60");
insAgingTable.Columns.Add("PatBal_61_90");
insAgingTable.Columns.Add("PatBal_90");
insAgingTable.Columns.Add("PatBal_Total");
insAgingTable.Columns.Add("InsWoChange");
insAgingTable.Columns.Add("PatBalEst");
Dictionary <long, DataRow> dictPatInsAgingRows = new Dictionary <long, DataRow>();
#region Add All Insurance Aging Rows to Dictionary
foreach (DataRow insRow in insTable.Rows)
{
DataRow newRow = insAgingTable.NewRow(); //create a new row with the structure of the new table
//copy the ins aging table's values over to the new row and fill the pat bal columns with -insPayEst for the appropriate bucket
newRow["PatName"] = insRow["PatName"];
newRow["InsPayEst_0_30"] = insRow["InsPayEst_0_30"];
newRow["InsPayEst_31_60"] = insRow["InsPayEst_31_60"];
newRow["InsPayEst_61_90"] = insRow["InsPayEst_61_90"];
newRow["InsPayEst_90"] = insRow["InsPayEst_90"];
newRow["InsPayEst_Total"] = insRow["InsPayEst_Total"];
dictPatInsAgingRows[PIn.Long(insRow["PatNum"].ToString())] = newRow; //PatNum only used to link insAgingRows to regAgingRows
}
#endregion Add All Insurance Aging Rows to Dictionary
#region Add Regular Aging Rows and Apply Insurance Estimates to Dictionary
foreach (DataRow row in regAging.Rows)
{
long patNumCur = PIn.Long(row["PatNum"].ToString());
DataRow insAgingRow;
if (dictPatInsAgingRows.TryGetValue(patNumCur, out insAgingRow))
{
//check to see if that patient exists in the insurance aging report
insAgingRow["PatBal_0_30"] = PIn.Double(row["Bal_0_30"].ToString()) - PIn.Double(insAgingRow["InsPayEst_0_30"].ToString());
insAgingRow["PatBal_31_60"] = PIn.Double(row["Bal_31_60"].ToString()) - PIn.Double(insAgingRow["InsPayEst_31_60"].ToString());
insAgingRow["PatBal_61_90"] = PIn.Double(row["Bal_61_90"].ToString()) - PIn.Double(insAgingRow["InsPayEst_61_90"].ToString());
insAgingRow["PatBal_90"] = PIn.Double(row["BalOver90"].ToString()) - PIn.Double(insAgingRow["InsPayEst_90"].ToString());
insAgingRow["PatBal_Total"] = PIn.Double(row["BalTotal"].ToString()) - PIn.Double(insAgingRow["InsPayEst_Total"].ToString());
insAgingRow["InsWoChange"] = PIn.Double(row["InsWoEst"].ToString());
insAgingRow["PatBalEst"] = PIn.Double(insAgingRow["PatBal_Total"].ToString()) - PIn.Double(insAgingRow["InsWoChange"].ToString());
}
else //if pat doesn't exist in ins aging report, create a new row with 0.00 insurance values and fill the patient aging values
{
insAgingRow = insAgingTable.NewRow();
insAgingRow["PatName"] = row["PatName"];
insAgingRow["InsPayEst_0_30"] = PIn.Double("0.00");
insAgingRow["InsPayEst_31_60"] = PIn.Double("0.00");
insAgingRow["InsPayEst_61_90"] = PIn.Double("0.00");
insAgingRow["InsPayEst_90"] = PIn.Double("0.00");
insAgingRow["InsPayEst_Total"] = PIn.Double("0.00");
insAgingRow["PatBal_0_30"] = PIn.Double(row["Bal_0_30"].ToString());
insAgingRow["PatBal_31_60"] = PIn.Double(row["Bal_31_60"].ToString());
insAgingRow["PatBal_61_90"] = PIn.Double(row["Bal_61_90"].ToString());
insAgingRow["PatBal_90"] = PIn.Double(row["BalOver90"].ToString());
insAgingRow["PatBal_Total"] = PIn.Double(row["BalTotal"].ToString());
insAgingRow["InsWoChange"] = PIn.Double(row["InsWoEst"].ToString());
insAgingRow["PatBalEst"] = PIn.Double(row["BalTotal"].ToString()) - PIn.Double(row["InsWoEst"].ToString()) - PIn.Double(row["InsPayEst"].ToString());
dictPatInsAgingRows[patNumCur] = insAgingRow;
}
}
#endregion Add Regular Aging Rows and Apply Insurance Estimates to Dictionary
dictPatInsAgingRows = dictPatInsAgingRows.OrderBy(x => x.Value["PatName"]).ToDictionary(x => x.Key, x => x.Value);
#endregion Merge Insurance and Regular Aging
#region Add Rows to Table Filtered by Age
foreach (DataRow rowCur in dictPatInsAgingRows.Values)
{
double insPayEstTotal = PIn.Double(rowCur["InsPayEst_Total"].ToString());
double patBalTotal = PIn.Double(rowCur["PatBal_Total"].ToString()) + insPayEstTotal;
if (patBalTotal <= -0.005)
{
insAgingTable.Rows.Add(rowCur);
continue;
}
double insWoChange = PIn.Double(rowCur["InsWoChange"].ToString());
double patBal0_30 = PIn.Double(rowCur["PatBal_0_30"].ToString()) + PIn.Double(rowCur["InsPayEst_0_30"].ToString());
double patBal31_60 = PIn.Double(rowCur["PatBal_31_60"].ToString()) + PIn.Double(rowCur["InsPayEst_31_60"].ToString());
double patBal61_90 = PIn.Double(rowCur["PatBal_61_90"].ToString()) + PIn.Double(rowCur["InsPayEst_61_90"].ToString());
double patBal90 = PIn.Double(rowCur["PatBal_90"].ToString()) + PIn.Double(rowCur["InsPayEst_90"].ToString());
if ((!insPayEstTotal.IsZero() || !insWoChange.IsZero()) && new[] { patBal0_30, patBal31_60, patBal61_90, patBal90 }.All(x => x < 0.005))
{
insAgingTable.Rows.Add(rowCur);
continue;
}
if (patBal90 >= 0.005 || //always include if bal over 90
(rpo.AccountAge <= AgeOfAccount.Over60 && patBal61_90 >= 0.005) || //if age 60, 30, or Any, include if bal 61 to 90
(rpo.AccountAge <= AgeOfAccount.Over30 && patBal31_60 >= 0.005) || //if age 30 or Any, include if bal 31 to 60
(rpo.AccountAge == AgeOfAccount.Any && patBal0_30 >= 0.005)) //if Any age, include if bal 0 to 30
{
insAgingTable.Rows.Add(rowCur);
}
}
#endregion Add Rows to Table Filtered by Age
return(insAgingTable);
}
public static DataTable GetInsAgingTable(RpAgingParamObject rpo)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), rpo));
}
#region Insurance Aging
string asOfDateStr = POut.Date(rpo.AsOfDate);
string thirtyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-30));
string sixtyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-60));
string ninetyDaysAgo = POut.Date(rpo.AsOfDate.AddDays(-90));
string patOrGuar = (rpo.IsGroupByFam?"guar":"patient");
string command = "SELECT guarAging.PatNum,";
if (ReportsComplex.RunFuncOnReportServer(() => Prefs.GetBoolNoCache(PrefName.ReportsShowPatNum)))
{
command += DbHelper.Concat("guarAging.PatNum", "' - '", "guarAging.LName", "', '", "guarAging.FName", "' '", "guarAging.MiddleI");
}
else
{
command += DbHelper.Concat("guarAging.LName", "', '", "guarAging.FName", "' '", "guarAging.MiddleI");
}
command += @" PatName," + (rpo.IsDetailedBreakdown ? "guarAging.CarrierName,guarAging.CarrierNum,guarAging.GroupName,guarAging.PlanNum," : "")
+ @"guarAging.InsPayEst_0_30,guarAging.InsPayEst_31_60,guarAging.InsPayEst_61_90,guarAging.InsPayEst_90,guarAging.InsPayEst_Total
FROM (
SELECT " + patOrGuar + ".PatNum," + patOrGuar + ".LName," + patOrGuar + ".FName," + patOrGuar + @".MiddleI,"
+ (rpo.IsDetailedBreakdown ? "carrier.CarrierName,carrier.CarrierNum,insplan.GroupName,insplan.PlanNum," : "")
+ @"SUM(CASE WHEN cp.ProcDate >= " + thirtyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_0_30,
SUM(CASE WHEN cp.ProcDate < " + thirtyDaysAgo + " AND cp.ProcDate >= " + sixtyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_31_60,
SUM(CASE WHEN cp.ProcDate < " + sixtyDaysAgo + " AND cp.ProcDate >= " + ninetyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_61_90,
SUM(CASE WHEN cp.ProcDate < " + ninetyDaysAgo + @" THEN cp.InsPayEst ELSE 0 END) InsPayEst_90,
SUM(cp.InsPayEst) InsPayEst_Total
FROM claimproc cp
INNER JOIN patient ON patient.PatNum=cp.PatNum"
+ (rpo.IsGroupByFam ? @"
INNER JOIN patient guar ON patient.Guarantor=guar.PatNum" : "")
+ (rpo.IsDetailedBreakdown ? @"
LEFT JOIN insplan ON insplan.PlanNum=cp.PlanNum
LEFT JOIN carrier ON carrier.CarrierNum=insplan.CarrierNum" : "");
command += @"
WHERE cp.Status IN (" + (int)ClaimProcStatus.NotReceived + "," + (int)ClaimProcStatus.Received + @")
AND cp.ProcDate <= " + asOfDateStr + @"
AND (cp.Status = " + (int)ClaimProcStatus.NotReceived + " OR (cp.Status = " + (int)ClaimProcStatus.Received + " AND cp.DateCP > " + asOfDateStr + ")) ";
if (rpo.IsDetailedBreakdown)
{
if (!string.IsNullOrWhiteSpace(rpo.CarrierNameFilter))
{
command += @"
AND (carrier.CarrierNum IS NULL OR carrier.CarrierName LIKE '%" + rpo.CarrierNameFilter + "%') ";
}
if (!string.IsNullOrWhiteSpace(rpo.GroupNameFilter))
{
command += @"
AND (insplan.GroupName IS NULL OR insplan.GroupName LIKE '%" + rpo.GroupNameFilter + "%') ";
}
}
if (rpo.ListBillTypes.Count > 0) //if all bill types is selected, list will be empty
{
command += "AND " + patOrGuar + ".BillingType IN (" + string.Join(",", rpo.ListBillTypes.Select(x => POut.Long(x))) + ") ";
}
if (rpo.ListProvNums.Count > 0) //if all provs is selected, list will be empty
{
command += "AND " + patOrGuar + ".PriProv IN (" + string.Join(",", rpo.ListProvNums.Select(x => POut.Long(x))) + ") ";
}
if (rpo.ListClinicNums.Count > 0) //listClin may contain "Unassigned" clinic with ClinicNum 0, in which case it will also be in the query string
{
command += "AND " + patOrGuar + ".ClinicNum IN (" + string.Join(",", rpo.ListClinicNums.Select(x => POut.Long(x))) + ") ";
}
command += "GROUP BY " + patOrGuar + ".PatNum"
+ (rpo.GroupByCarrier ? ",carrier.CarrierName" : "")
+ (rpo.GroupByGroupName ? ",insplan.GroupName" : "") + @") guarAging
WHERE (guarAging.InsPayEst_0_30 > 0.005
OR guarAging.InsPayEst_31_60 > 0.005
OR guarAging.InsPayEst_61_90 > 0.005
OR guarAging.InsPayEst_90 > 0.005
OR guarAging.InsPayEst_Total > 0.005)
ORDER BY guarAging.LName,guarAging.FName" ;
ReportComplexEvent.Fire(ODEventType.ReportComplex, Lans.g("ReportComplex", "Running Insurance Estimate Query..."));
DataTable insTable = ReportsComplex.RunFuncOnReportServer(() => Db.GetTable(command));
#endregion Insurance Aging
#region Regular Aging
DataTable regAging = new DataTable();
//Don't run regular aging if detailed breakdown as it can take a long time to run for large customers.
if (!rpo.IsDetailedBreakdown)
{
regAging = ReportsComplex.RunFuncOnReportServer(() => RpAging.GetAgingTable(rpo));
}
#endregion Regular Aging
#region Merge Insurance and Regular Aging
DataTable insAgingTable = new DataTable();
insAgingTable.Columns.Add("PatName");
if (rpo.IsDetailedBreakdown)
{
insAgingTable.Columns.Add("CarrierName");
insAgingTable.Columns.Add("GroupName");
}
insAgingTable.Columns.Add("InsPayEst_0_30");
insAgingTable.Columns.Add("InsPayEst_31_60");
insAgingTable.Columns.Add("InsPayEst_61_90");
insAgingTable.Columns.Add("InsPayEst_90");
insAgingTable.Columns.Add("InsPayEst_Total");
insAgingTable.Columns.Add("PatBal_0_30");
insAgingTable.Columns.Add("PatBal_31_60");
insAgingTable.Columns.Add("PatBal_61_90");
insAgingTable.Columns.Add("PatBal_90");
insAgingTable.Columns.Add("PatBal_Total");
insAgingTable.Columns.Add("InsWoChange");
insAgingTable.Columns.Add("PatBalEst");
Dictionary <long, DataRow> dictPatInsAgingRows = new Dictionary <long, DataRow>();
Dictionary <AgingTableRowId, DataRow> dictDetailedInsAgingRows = new Dictionary <AgingTableRowId, DataRow>();
#region Add All Insurance Aging Rows to Dictionary
foreach (DataRow insRow in insTable.Rows)
{
DataRow newRow = insAgingTable.NewRow(); //create a new row with the structure of the new table
//copy the ins aging table's values over to the new row and fill the pat bal columns with -insPayEst for the appropriate bucket
newRow["PatName"] = insRow["PatName"];
if (rpo.IsDetailedBreakdown)
{
newRow["CarrierName"] = insRow["CarrierName"];
newRow["GroupName"] = insRow["GroupName"];
}
newRow["InsPayEst_0_30"] = insRow["InsPayEst_0_30"];
newRow["InsPayEst_31_60"] = insRow["InsPayEst_31_60"];
newRow["InsPayEst_61_90"] = insRow["InsPayEst_61_90"];
newRow["InsPayEst_90"] = insRow["InsPayEst_90"];
newRow["InsPayEst_Total"] = insRow["InsPayEst_Total"];
dictPatInsAgingRows[PIn.Long(insRow["PatNum"].ToString())] = newRow; //PatNum only used to link insAgingRows to regAgingRows
dictDetailedInsAgingRows[AgingTableRowId.FromDataRow(insRow)] = newRow; //Only used for Detailed report.
}
#endregion Add All Insurance Aging Rows to Dictionary
#region Add Regular Aging Rows and Apply Insurance Estimates to Dictionary
foreach (DataRow row in regAging.Rows)
{
long patNumCur = PIn.Long(row["PatNum"].ToString());
DataRow insAgingRow;
if (dictPatInsAgingRows.TryGetValue(patNumCur, out insAgingRow))
{
//check to see if that patient exists in the insurance aging report
insAgingRow["PatBal_0_30"] = PIn.Double(row["Bal_0_30"].ToString()) - PIn.Double(insAgingRow["InsPayEst_0_30"].ToString());
insAgingRow["PatBal_31_60"] = PIn.Double(row["Bal_31_60"].ToString()) - PIn.Double(insAgingRow["InsPayEst_31_60"].ToString());
insAgingRow["PatBal_61_90"] = PIn.Double(row["Bal_61_90"].ToString()) - PIn.Double(insAgingRow["InsPayEst_61_90"].ToString());
insAgingRow["PatBal_90"] = PIn.Double(row["BalOver90"].ToString()) - PIn.Double(insAgingRow["InsPayEst_90"].ToString());
insAgingRow["PatBal_Total"] = PIn.Double(row["BalTotal"].ToString()) - PIn.Double(insAgingRow["InsPayEst_Total"].ToString());
insAgingRow["InsWoChange"] = PIn.Double(row["InsWoEst"].ToString());
insAgingRow["PatBalEst"] = PIn.Double(insAgingRow["PatBal_Total"].ToString()) - PIn.Double(insAgingRow["InsWoChange"].ToString());
}
else //if pat doesn't exist in ins aging report, create a new row with 0.00 insurance values and fill the patient aging values
{
insAgingRow = insAgingTable.NewRow();
insAgingRow["PatName"] = row["PatName"];
insAgingRow["InsPayEst_0_30"] = PIn.Double("0.00");
insAgingRow["InsPayEst_31_60"] = PIn.Double("0.00");
insAgingRow["InsPayEst_61_90"] = PIn.Double("0.00");
insAgingRow["InsPayEst_90"] = PIn.Double("0.00");
insAgingRow["InsPayEst_Total"] = PIn.Double("0.00");
insAgingRow["PatBal_0_30"] = PIn.Double(row["Bal_0_30"].ToString());
insAgingRow["PatBal_31_60"] = PIn.Double(row["Bal_31_60"].ToString());
insAgingRow["PatBal_61_90"] = PIn.Double(row["Bal_61_90"].ToString());
insAgingRow["PatBal_90"] = PIn.Double(row["BalOver90"].ToString());
insAgingRow["PatBal_Total"] = PIn.Double(row["BalTotal"].ToString());
insAgingRow["InsWoChange"] = PIn.Double(row["InsWoEst"].ToString());
insAgingRow["PatBalEst"] = PIn.Double(row["BalTotal"].ToString()) - PIn.Double(row["InsWoEst"].ToString()) - PIn.Double(row["InsPayEst"].ToString());
dictPatInsAgingRows[patNumCur] = insAgingRow;
}
}
#endregion Add Regular Aging Rows and Apply Insurance Estimates to Dictionary
dictPatInsAgingRows = dictPatInsAgingRows.OrderBy(x => x.Value["PatName"]).ToDictionary(x => x.Key, x => x.Value);
#endregion Merge Insurance and Regular Aging
#region Add Rows to Table Filtered by Age
if (rpo.IsDetailedBreakdown) //Remove patient columns for detailed breakdown
{
AddRowsFromDict <AgingTableRowId>(rpo, dictDetailedInsAgingRows, insAgingTable);
insAgingTable.Columns.Remove("PatBal_0_30");
insAgingTable.Columns.Remove("PatBal_31_60");
insAgingTable.Columns.Remove("PatBal_61_90");
insAgingTable.Columns.Remove("PatBal_90");
insAgingTable.Columns.Remove("PatBal_Total");
insAgingTable.Columns.Remove("InsWoChange");
insAgingTable.Columns.Remove("PatBalEst");
}
else
{
AddRowsFromDict <long>(rpo, dictPatInsAgingRows, insAgingTable);
}
#endregion Add Rows to Table Filtered by Age
return(insAgingTable);
}