private PatPlan InsertOrUpdatePatPlan(PatPlan patPlan, InsSub insSub, InsPlan insPlan, Hx834_Member member,
Carrier carrier, List <PatPlan> listOtherPatPlans)
{
if (patPlan == null)
{
patPlan = new PatPlan();
patPlan.Ordinal = 0;
for (int p = 0; p < listOtherPatPlans.Count; p++)
{
if (listOtherPatPlans[p].Ordinal > patPlan.Ordinal)
{
patPlan.Ordinal = listOtherPatPlans[p].Ordinal;
}
}
patPlan.Ordinal++; //Greatest ordinal for patient.
patPlan.PatNum = member.Pat.PatNum;
patPlan.InsSubNum = insSub.InsSubNum;
patPlan.Relationship = member.PlanRelat;
if (member.PlanRelat != Relat.Self)
{
//This is not needed yet. If we do this in the future, then we need to mimic the Move tool in the Family module.
//member.Pat.Guarantor=insSubMatch.Subscriber;
//Patient memberPatOld=member.Pat.Copy();
//Patients.Update(member.Pat,memberPatOld);
}
PatPlans.Insert(patPlan);
SecurityLogs.MakeLogEntry(Permissions.InsPlanAddPat, patPlan.PatNum,
"Insurance plan added to patient for carrier '" + carrier.CarrierName + "' and groupnum "
+ "'" + insPlan.GroupNum + "' and subscriber ID '" + insSub.SubscriberID + "' "
+ "from Import Ins Plans 834.", insPlan.PlanNum, LogSources.InsPlanImport834, insPlan.SecDateTEdit);
}
else
{
PatPlan patPlanOld = patPlan.Copy();
patPlan.Relationship = member.PlanRelat;
if (OpenDentBusiness.Crud.PatPlanCrud.UpdateComparison(patPlan, patPlanOld))
{
SecurityLogs.MakeLogEntry(Permissions.InsPlanEdit, patPlan.PatNum, "Insurance plan relationship changed from "
+ member.PlanRelat + " to " + patPlan.Relationship + " for carrier '" + carrier.CarrierName + "' and groupnum "
+ "'" + insPlan.GroupNum + "' from Import Ins Plans 834.", insPlan.PlanNum, LogSources.InsPlanImport834, insPlan.SecDateTEdit);
PatPlans.Update(patPlan);
}
}
return(patPlan);
}
///<summary></summary>
private void butOK_Click(object sender, System.EventArgs e)
{
if (textMain.Text == "")
{
MsgBox.Show(this, "Please paste the text generated by the other program into the large box first.");
return;
}
pat = new Patient();
pat.PriProv = PrefC.GetLong(PrefName.PracticeDefaultProv);
pat.BillingType = PrefC.GetLong(PrefName.PracticeDefaultBillType);
guar = new Patient();
guar.PriProv = PrefC.GetLong(PrefName.PracticeDefaultProv);
guar.BillingType = PrefC.GetLong(PrefName.PracticeDefaultBillType);
subsc = new Patient();
subsc.PriProv = PrefC.GetLong(PrefName.PracticeDefaultProv);
subsc.BillingType = PrefC.GetLong(PrefName.PracticeDefaultBillType);
sub = new InsSub();
sub.ReleaseInfo = true;
sub.AssignBen = true;
plan = new InsPlan();
carrier = new Carrier();
insRelat = "self"; //this is the default if not included
guarRelat = "self";
InsEmp = "";
GuarEmp = "";
NoteMedicalComp = "";
insPresent = false;
annualMax = -1;
deductible = -1;
XmlTextReader reader = new XmlTextReader(new StringReader(textMain.Text));
reader.WhitespaceHandling = WhitespaceHandling.None;
string element = "";
string textValue = "";
string rootElement = "";
string segment = ""; //eg PatientIdentification
string field = ""; //eg NameLast
string endelement = "";
warnings = "";
try{
while (reader.Read())
{
switch (reader.NodeType)
{
case XmlNodeType.Element:
element = reader.Name;
if (rootElement == "") //should be the first node
{
if (element == "Message")
{
rootElement = "Message";
}
else
{
throw new Exception(element + " should not be the first element.");
}
}
else if (segment == "") //expecting a new segment
{
segment = element;
if (segment != "MessageHeader" &&
segment != "PatientIdentification" &&
segment != "Guarantor" &&
segment != "Insurance")
{
throw new Exception(segment + " is not a recognized segment.");
}
}
else //expecting a new field
{
field = element;
}
if (segment == "Insurance")
{
insPresent = true;
}
break;
case XmlNodeType.Text:
textValue = reader.Value;
if (field == "")
{
throw new Exception("Unexpected text: " + textValue);
}
break;
case XmlNodeType.EndElement:
endelement = reader.Name;
if (field == "") //we're not in a field, so we must be closing a segment or rootelement
{
if (segment == "") //we're not in a segment, so we must be closing the rootelement
{
if (rootElement == "Message")
{
rootElement = "";
}
else
{
throw new Exception("Message closing element expected.");
}
}
else //must be closing a segment
{
segment = "";
}
}
else //closing a field
{
field = "";
textValue = "";
}
break;
} //switch
if (rootElement == "")
{
break; //this will ignore anything after the message endelement
}
if (field != "" && textValue != "")
{
if (segment == "MessageHeader")
{
ProcessMSH(field, textValue);
}
else if (segment == "PatientIdentification")
{
ProcessPID(field, textValue);
}
else if (segment == "Guarantor")
{
ProcessGT(field, textValue);
}
else if (segment == "Insurance")
{
ProcessINS(field, textValue);
}
}
} //while
}
catch (Exception ex) {
MessageBox.Show(ex.Message);
//MsgBox.Show(this,"Error in the XML format.");
reader.Close();
return;
}
finally{
reader.Close();
}
//Warnings and errors-----------------------------------------------------------------------------
if (pat.LName == "" || pat.FName == "" || pat.Birthdate.Year < 1880)
{
MsgBox.Show(this, "Patient first and last name and birthdate are required. Could not import.");
return;
}
//if guarRelat is not self, and name and birthdate not supplied, no error. Just make guar self.
if (guarRelat != "self")
{
if (guar.LName == "" || guar.FName == "" || guar.Birthdate.Year < 1880)
{
warnings += "Guarantor information incomplete. Guarantor will be self.\r\n";
guarRelat = "self";
}
}
if (insPresent)
{
if (carrier.CarrierName == "")
{
warnings += "Insurance CompanyName is missing. No insurance info will be imported.\r\n";
insPresent = false;
}
else if (insRelat != "self")
{
if (subsc.LName == "" || subsc.FName == "" || subsc.Birthdate.Year < 1880)
{
warnings += "Subscriber name or birthdate is missing. No insurance info will be imported.\r\n";
insPresent = false;
}
}
else if (sub.SubscriberID == "")
{
warnings += "PolicyNumber/SubscriberID missing.\r\n";
sub.SubscriberID = " ";
}
}
if (warnings != "")
{
if (MessageBox.Show("It's safe to import, but you should be aware of the following issues:\r\n" + warnings + "\r\nContinue with Import?", "Warnings", MessageBoxButtons.OKCancel) != DialogResult.OK)
{
return;
}
}
//Patient-------------------------------------------------------------------------------------
//DataTable table;
long patNum = Patients.GetPatNumByNameAndBirthday(pat.LName, pat.FName, pat.Birthdate);
Patient existingPat = null;
existingPatOld = null; //we will need this to do an update.
if (patNum != 0) //a patient already exists, so only add missing fields
{
existingPat = Patients.GetPat(patNum);
existingPatOld = existingPat.Copy();
if (existingPat.MiddleI == "") //only alter existing if blank
{
existingPat.MiddleI = pat.MiddleI;
}
if (pat.Gender != PatientGender.Unknown)
{
existingPat.Gender = pat.Gender;
}
if (existingPat.Preferred == "")
{
existingPat.Preferred = pat.Preferred;
}
if (existingPat.Address == "")
{
existingPat.Address = pat.Address;
}
if (existingPat.Address2 == "")
{
existingPat.Address2 = pat.Address2;
}
if (existingPat.City == "")
{
existingPat.City = pat.City;
}
if (existingPat.State == "")
{
existingPat.State = pat.State;
}
if (existingPat.Zip == "")
{
existingPat.Zip = pat.Zip;
}
if (existingPat.HmPhone == "")
{
existingPat.HmPhone = pat.HmPhone;
}
if (existingPat.Email == "")
{
existingPat.Email = pat.Email;
}
if (existingPat.WkPhone == "")
{
existingPat.WkPhone = pat.WkPhone;
}
if (existingPat.Position == PatientPosition.Single)
{
existingPat.Position = pat.Position;
}
if (existingPat.SSN == "")
{
existingPat.SSN = pat.SSN;
}
existingPat.AddrNote += pat.AddrNote; //concat
Patients.Update(existingPat, existingPatOld);
PatientNote PatientNoteCur = PatientNotes.Refresh(existingPat.PatNum, existingPat.Guarantor);
PatientNoteCur.MedicalComp += NoteMedicalComp;
PatientNotes.Update(PatientNoteCur, existingPat.Guarantor);
//guarantor will not be altered in any way
} //if patient already exists
else //patient is new, so insert
{
Patients.Insert(pat, false);
SecurityLogs.MakeLogEntry(Permissions.PatientCreate, pat.PatNum, "Created from Import Patient XML tool.");
existingPatOld = pat.Copy();
pat.Guarantor = pat.PatNum; //this can be changed later.
Patients.Update(pat, existingPatOld);
PatientNote PatientNoteCur = PatientNotes.Refresh(pat.PatNum, pat.Guarantor);
PatientNoteCur.MedicalComp += NoteMedicalComp;
PatientNotes.Update(PatientNoteCur, pat.Guarantor);
}
//guar-----------------------------------------------------------------------------------------------------
if (existingPat == null) //only add or alter guarantor for new patients
{
if (guarRelat == "self")
{
//pat is already set with guar as self
//ignore all guar fields except EmployerName
existingPatOld = pat.Copy();
pat.EmployerNum = Employers.GetEmployerNum(GuarEmp);
Patients.Update(pat, existingPatOld);
}
else
{
//if guarRelat is not self, and name and birthdate not supplied, a warning was issued, and relat was changed to self.
//add guarantor or attach to an existing guarantor
long guarNum = Patients.GetPatNumByNameAndBirthday(guar.LName, guar.FName, guar.Birthdate);
if (guarNum != 0) //a guar already exists, so simply attach. Make no other changes
{
existingPatOld = pat.Copy();
pat.Guarantor = guarNum;
if (guarRelat == "parent")
{
pat.Position = PatientPosition.Child;
}
Patients.Update(pat, existingPatOld);
}
else //we need to completely create guar, then attach
{
Patients.Insert(guar, false);
SecurityLogs.MakeLogEntry(Permissions.PatientCreate, guar.PatNum, "Created from Import Patient XML tool.");
//set guar for guar
existingPatOld = guar.Copy();
guar.Guarantor = guar.PatNum;
guar.EmployerNum = Employers.GetEmployerNum(GuarEmp);
Patients.Update(guar, existingPatOld);
//set guar for pat
existingPatOld = pat.Copy();
pat.Guarantor = guar.PatNum;
if (guarRelat == "parent")
{
pat.Position = PatientPosition.Child;
}
Patients.Update(pat, existingPatOld);
}
}
}
//subsc--------------------------------------------------------------------------------------------------
if (!insPresent)
{
//this takes care of missing carrier name or subscriber info.
MsgBox.Show(this, "Done");
DialogResult = DialogResult.OK;
}
if (insRelat == "self")
{
sub.Subscriber = pat.PatNum;
}
else //we need to find or add the subscriber
{
patNum = Patients.GetPatNumByNameAndBirthday(subsc.LName, subsc.FName, subsc.Birthdate);
if (patNum != 0) //a subsc already exists, so simply attach. Make no other changes
{
sub.Subscriber = patNum;
}
else //need to create and attach a subscriber
{
Patients.Insert(subsc, false);
SecurityLogs.MakeLogEntry(Permissions.PatientCreate, subsc.PatNum, "Created from Import Patient XML tool.");
//set guar to same guar as patient
existingPatOld = subsc.Copy();
subsc.Guarantor = pat.Guarantor;
Patients.Update(subsc, existingPatOld);
sub.Subscriber = subsc.PatNum;
}
}
//carrier-------------------------------------------------------------------------------------------------
//Carriers.Cur=carrier;
carrier = Carriers.GetIdentical(carrier); //this automatically finds or creates a carrier
//plan------------------------------------------------------------------------------------------------------
plan.EmployerNum = Employers.GetEmployerNum(InsEmp);
plan.CarrierNum = carrier.CarrierNum;
InsPlans.Insert(plan);
//Attach plan to subscriber
sub.PlanNum = plan.PlanNum;
InsSubs.Insert(sub);
//Then attach plan
List <PatPlan> PatPlanList = PatPlans.Refresh(pat.PatNum);
PatPlan patplan = new PatPlan();
patplan.Ordinal = (byte)(PatPlanList.Count + 1); //so the ordinal of the first entry will be 1, NOT 0.
patplan.PatNum = pat.PatNum;
patplan.InsSubNum = sub.InsSubNum;
switch (insRelat)
{
case "self":
patplan.Relationship = Relat.Self;
break;
case "parent":
patplan.Relationship = Relat.Child;
break;
case "spouse":
patplan.Relationship = Relat.Spouse;
break;
case "guardian":
patplan.Relationship = Relat.Dependent;
break;
}
PatPlans.Insert(patplan);
//benefits
if (annualMax != -1 && CovCats.GetCount(true) > 0)
{
Benefit ben = new Benefit();
ben.BenefitType = InsBenefitType.Limitations;
ben.CovCatNum = CovCats.GetFirst(true).CovCatNum;
ben.MonetaryAmt = annualMax;
ben.PlanNum = plan.PlanNum;
ben.TimePeriod = BenefitTimePeriod.CalendarYear;
Benefits.Insert(ben);
}
if (deductible != -1 && CovCats.GetCount(true) > 0)
{
Benefit ben = new Benefit();
ben.BenefitType = InsBenefitType.Deductible;
ben.CovCatNum = CovCats.GetFirst(true).CovCatNum;
ben.MonetaryAmt = deductible;
ben.PlanNum = plan.PlanNum;
ben.TimePeriod = BenefitTimePeriod.CalendarYear;
Benefits.Insert(ben);
}
MsgBox.Show(this, "Done");
DialogResult = DialogResult.OK;
}
