public void LedgersTests_ComputeAging_PayPlanDynamicCreditsWithClaimProcs()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc45 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
ClaimProc cp45 = new ClaimProc();
InsuranceInfo insInfo = InsuranceT.AddInsurance(pat, "DynPayPlan");
ClaimProcs.CreateEst(cp45, proc45, insInfo.PriInsPlan, insInfo.PriInsSub);
cp45.Status = ClaimProcStatus.NotReceived;
cp45.InsEstTotal = -1;
cp45.InsPayEst = 15;
cp45.WriteOffEst = 0;
cp45.WriteOff = 0;
ClaimProcs.Update(cp45);
listProcs.AddRange(new List <Procedure> {
proc45
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 30, listProcs, listAdjs);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(30, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 30, 0, 15, 35, 30, YN.Yes); //new - pay plan credit of $30 gets applied to cooresponding procedure
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.No); //old - pay plan credit gets applied to oldest production on the account
CheckAgingProcLifo(pat.PatNum, 30, 0, 45, 5, 30, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public void LedgersTests_ComputeAging_PayPlanDynamic()
{
List <Procedure> listProcs = new List <Procedure>();
List <Adjustment> listAdjs = new List <Adjustment>();
long provNum = ProviderT.CreateProvider("Aging_PayPlanDynamic");
string suffix = MethodBase.GetCurrentMethod().Name;
Patient pat = PatientT.CreatePatient(fName: "Aging_PayPlanDynamic", suffix: suffix);
Family fam = Patients.GetFamily(pat.PatNum);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 45, DateTime.Today.AddDays(-61), provNum: provNum);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0220", ProcStat.C, "", 55, DateTime.Today.AddDays(-32), provNum: provNum);
Procedure proc3 = ProcedureT.CreateProcedure(pat, "D0270", ProcStat.C, "", 65, DateTime.Today.AddDays(-15), provNum: provNum);
Adjustment adjProc2 = AdjustmentT.MakeAdjustment(pat.PatNum, 10, proc2.ProcDate, proc2.ProcDate, proc2.ProcNum, provNum);
Adjustment adjProc3 = AdjustmentT.MakeAdjustment(pat.PatNum, 20, proc3.ProcDate, proc3.ProcDate, proc3.ProcNum, provNum);
Adjustment adj = AdjustmentT.MakeAdjustment(pat.PatNum, 30, DateTime.Today.AddDays(-5), provNum: provNum);
listProcs.AddRange(new List <Procedure> {
proc1, proc2, proc3
});
listAdjs.AddRange(new List <Adjustment> {
adj
});
PayPlan payPlan = PayPlanT.CreateDynamicPaymentPlan(pat.PatNum, pat.PatNum, DateTime.Today.AddDays(-1), 0, 0, 40, listProcs, listAdjs);
//PayPlan payplan=PayPlanT.CreatePayPlanWithCredits(pat.PatNum,40,DateTime.Today,provNum:provNum,listProcs,195,pat.PatNum);
//make two non payplan productions to put on the account
Procedure procUnattached = ProcedureT.CreateProcedure(pat, "D0210", ProcStat.C, "", 35, DateTime.Today.AddDays(-91), provNum: provNum);
//Run pay plan logic to generate first set of charges
List <PayPlanCharge> listChargesDb = PayPlanCharges.GetForPayPlan(payPlan.PayPlanNum);
List <PayPlanLink> listEntries = PayPlanLinks.GetForPayPlans(new List <long> {
payPlan.PayPlanNum
});
PayPlanTerms terms = PayPlanT.GetTerms(payPlan, listEntries);
List <PayPlanCharge> listChargesThisPeriod = PayPlanEdit.GetListExpectedCharges(listChargesDb, terms, fam, listEntries, payPlan, true);
Assert.AreEqual(40, listChargesThisPeriod.Sum(x => x.Principal));
foreach (PayPlanCharge charge in listChargesThisPeriod)
{
PayPlanCharges.Insert(charge);
}
int payPlansVersionPrev = PrefC.GetInt(PrefName.PayPlansVersion);
try {
PrefT.UpdateInt(PrefName.PayPlansVersion, (int)PayPlanVersions.AgeCreditsAndDebits);
CheckAgingProcLifo(pat.PatNum, 70, 0, 0, 5, 40, YN.Yes); //new
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.No); //old
CheckAgingProcLifo(pat.PatNum, 75, 0, 0, 0, 40, YN.Unknown);
}
finally {
PrefT.UpdateInt(PrefName.PayPlansVersion, payPlansVersionPrev);
}
}
public static PayPlanCharge CreatePayPlanCharge(DateTime chargeDate, long patNum, long guarantor, long payplanNum, double prinicpal, long provNum
, long procNum, PayPlanChargeType chargeType)
{
PayPlanCharge ppc = new PayPlanCharge()
{
PayPlanNum = payplanNum,
PatNum = patNum,
ChargeDate = chargeDate,
Principal = prinicpal,
Guarantor = guarantor,
ProvNum = provNum,
ProcNum = procNum,
ChargeType = chargeType
};
PayPlanCharges.Insert(ppc);
return(ppc);
}
public static PayPlanCharge CreateOne(long payPlanNum, long guarantor, long patNum, DateTime chargeDate, double principal, double interest,
string note = "", long provNum = 0, long clinicNum = 0, PayPlanChargeType chargeType = PayPlanChargeType.Debit, long procNum = 0)
{
PayPlanCharge charge = new PayPlanCharge();
charge.PayPlanNum = payPlanNum;
charge.Guarantor = guarantor;
charge.PatNum = patNum;
charge.ChargeDate = chargeDate;
charge.Principal = principal;
charge.Interest = interest;
charge.Note = note;
charge.ProvNum = provNum;
charge.ClinicNum = clinicNum;
charge.ChargeType = chargeType;
charge.ProcNum = procNum;
PayPlanCharges.Insert(charge);
return(charge);
}
public static PayPlan CreatePayPlan(long patNum, double totalAmt, double payAmt, DateTime datePayStart, long provNum)
{
PayPlan payPlan = new PayPlan();
payPlan.Guarantor = patNum;
payPlan.PatNum = patNum;
payPlan.PayAmt = totalAmt;
payPlan.PayPlanDate = datePayStart;
payPlan.PayAmt = totalAmt;
PayPlans.Insert(payPlan);
PayPlanCharge charge = new PayPlanCharge();
charge.PayPlanNum = payPlan.PayPlanNum;
charge.PatNum = patNum;
charge.ChargeDate = datePayStart;
charge.Principal = totalAmt;
charge.ChargeType = PayPlanChargeType.Credit;
double sumCharges = 0;
int countPayments = 0;
while (sumCharges < totalAmt)
{
charge = new PayPlanCharge();
charge.ChargeDate = datePayStart.AddMonths(countPayments);
charge.PatNum = patNum;
charge.Guarantor = patNum;
charge.PayPlanNum = payPlan.PayPlanNum;
charge.Principal = Math.Min(payAmt, totalAmt - sumCharges);
charge.ProvNum = provNum;
sumCharges += charge.Principal;
charge.ChargeType = PayPlanChargeType.Debit;
PayPlanCharges.Insert(charge);
countPayments++;
}
return(payPlan);
}
/// <summary>Creates a payplan and payplan charges with credits. Credit amount generated based off the total amount of the procedures in the list.
/// If credits are not attached,list of procedures must be null and a total amount must be specified.</summary>
public static PayPlan CreatePayPlanWithCredits(long patNum, double payAmt, DateTime datePayStart, long provNum = 0, List <Procedure> listProcs = null
, double totalAmt = 0, long guarantorNum = 0, long clinicNum = 0)
{
double totalAmount;
guarantorNum = guarantorNum == 0?patNum:guarantorNum; //if it's 0, default to the patNum.
if (listProcs != null)
{
totalAmount = listProcs.Sum(x => x.ProcFee);
}
else
{
totalAmount = totalAmt;
}
PayPlan payPlan = CreatePayPlanNoCharges(patNum, totalAmount, datePayStart, guarantorNum); //create charges later depending on if attached to procs or not.
if (listProcs != null)
{
foreach (Procedure proc in listProcs)
{
PayPlanCharge credit = new PayPlanCharge();
credit.PayPlanNum = payPlan.PayPlanNum;
credit.PatNum = patNum;
credit.ProcNum = proc.ProcNum;
credit.ProvNum = proc.ProvNum;
credit.Guarantor = patNum; //credits should always appear on the patient of the payment plan.
credit.ChargeDate = datePayStart;
credit.ClinicNum = clinicNum;
credit.Principal = proc.ProcFee;
credit.ChargeType = PayPlanChargeType.Credit;
PayPlanCharges.Insert(credit); //attach the credit for the proc amount.
}
}
else //make one credit for the lump sum.
{
PayPlanCharge credit = new PayPlanCharge();
credit.PayPlanNum = payPlan.PayPlanNum;
credit.PatNum = patNum;
credit.ChargeDate = datePayStart;
credit.ProvNum = provNum;
credit.ClinicNum = clinicNum;
credit.Guarantor = patNum; //credits should always appear on the patient of the payment plan.
credit.Principal = totalAmount;
credit.ChargeType = PayPlanChargeType.Credit;
PayPlanCharges.Insert(credit); //attach the credit for the total amount.
}
//make debit charges for the payment plan
double sumCharges = 0;
int countPayments = 0;
while (sumCharges < totalAmount)
{
PayPlanCharge charge = new PayPlanCharge();
charge.ChargeDate = datePayStart.AddMonths(countPayments);
charge.PatNum = patNum;
charge.Guarantor = guarantorNum;
charge.ClinicNum = clinicNum;
charge.PayPlanNum = payPlan.PayPlanNum;
charge.Principal = Math.Min(payAmt, totalAmount - sumCharges);
charge.ProvNum = provNum;
sumCharges += charge.Principal;
charge.ChargeType = PayPlanChargeType.Debit;
PayPlanCharges.Insert(charge);
countPayments++;
}
return(payPlan);
}