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);
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);
DataTable tableAssets = Accounts.GetAssetTable(date1.SelectionStart);
DataTable tableLiabilities = Accounts.GetLiabilityTable(date1.SelectionStart);
DataTable tableEquity = Accounts.GetEquityTable(date1.SelectionStart);
//Add two new rows to the equity data table to show Retained Earnings (Auto) and NetIncomeThisYear
tableEquity.LoadDataRow(new object[] { "Retained Earnings (Auto)", Accounts.RetainedEarningsAuto(date1.SelectionStart) }, LoadOption.OverwriteChanges);
tableEquity.LoadDataRow(new object[] { "NetIncomeThisYear", Accounts.NetIncomeThisYear(date1.SelectionStart) }, LoadOption.OverwriteChanges);
report.ReportName = "Balance Sheet";
report.AddTitle("Title", Lan.g(this, "Balance Sheet"), fontTitle);
report.AddSubTitle("PracName", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", date1.SelectionStart.ToShortDateString(), fontSubTitle);
//setup query
QueryObject query;
query = report.AddQuery(tableAssets, "Assets", "", SplitByKind.None, 0, true);
// add columns to report
query.AddColumn("Description", 300, FieldValueType.String, font);
query.AddColumn("Amount", 150, FieldValueType.Number, font);
query.AddSummaryLabel("Amount", "Total Assets", SummaryOrientation.West, false, fontBold);
query = report.AddQuery(tableLiabilities, "Liabilities", "", SplitByKind.None, 0, true);
query.IsNegativeSummary = true;
// add columns to report
query.AddColumn("Description", 300, FieldValueType.String, font);
query.AddColumn("Amount", 150, FieldValueType.Number, font);
query.AddSummaryLabel("Amount", "Total Liabilities", SummaryOrientation.West, false, fontBold);
query.AddGroupSummaryField("Net Assets:", "Amount", "SumTotal", SummaryOperation.Sum, Color.Black, fontBold, 0, 10);
query = report.AddQuery(tableEquity, "Equity", "", SplitByKind.None, 1, true);
query.AddLine("EquityLine", AreaSectionType.GroupHeader, LineOrientation.Horizontal, LinePosition.North, Color.Black, 2, 90, 0, -30);
// add columns to report
query.AddColumn("Description", 300, FieldValueType.String, font);
query.AddColumn("Amount", 150, FieldValueType.Number, font);
query.AddSummaryLabel("Amount", "Total Equity", SummaryOrientation.West, false, fontBold);
report.AddPageNum(font);
// 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, EventArgs e)
{
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpDiscountPlan.GetTable(textDescription.Text);
Font font = new Font("Tahoma", 8);
Font fontTitle = new Font("Tahoma", 15, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Discount Plan List");
report.AddTitle("Title", Lan.g(this, "Discount Plan List"), fontTitle);
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Description", 230, font);
query.AddColumn("FeeSched", 175, font);
query.AddColumn("AdjType", 175, font);
query.AddColumn("Patient", 165, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
report.AddFooterText("Total", "Total: " + report.TotalRows.ToString(), font, 10, ContentAlignment.MiddleRight);
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
DataTable tablePats = KPINewPatients.GetNewPatients(dtpStart.Value, dtpEnd.Value);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "New Patients");
report.AddTitle("Title", Lan.g(this, "New Patients"));
report.AddSubTitle("Date", dtpStart.Value.ToShortDateString() + " - " + dtpEnd.Value.ToShortDateString());
QueryObject query;
query = report.AddQuery(tablePats, "", "", SplitByKind.None, 0);
query.AddColumn("Name", 150, FieldValueType.String);
query.AddColumn("Gender", 60, FieldValueType.String);
query.AddColumn("Age", 40, FieldValueType.String);
query.AddColumn("Date of Service", 100, FieldValueType.String);
query.AddGroupSummaryField("Patient Count:", "Name", "Date of Service", SummaryOperation.Count);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
//DialogResult=DialogResult.OK;
}
private void but_OK_Click(object sender, EventArgs e)
{
List <object> tableProvs = KPINonProductivePracticeTime.GetNonProductivePracticeTime(dateStart.Value, dateEnd.Value);
DataTable queryToAdd = (DataTable)tableProvs[0];
string total = (string)tableProvs[1];
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "Non-Productive Practice Time");
report.AddTitle("Title", Lan.g(this, "Non-Productive Practice Time"));
report.AddSubTitle("Date", dateStart.Value.ToShortDateString() + " - " + dateEnd.Value.ToShortDateString());
report.AddSubTitle("Total time", "TOTAL TIME = " + total);
QueryObject query;
query = report.AddQuery(queryToAdd, "", "", SplitByKind.None, 0);
query.AddColumn("Name", 150, FieldValueType.String);
query.AddColumn("Gender", 60, FieldValueType.String);
query.AddColumn("Age", 40, FieldValueType.String);
query.AddColumn("Postal Code", 90, FieldValueType.String);
query.AddColumn("Date of Service", 100, FieldValueType.String);
query.AddColumn("Primary Provider", 80, FieldValueType.String);
query.AddColumn("Procedure Description", 100, FieldValueType.String);
query.AddColumn("Time (Hours:Min:Seconds)", 100, FieldValueType.String);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
}
private void butOK_Click(object sender, EventArgs e)
{
DataTable tablePats = KPIRecallBacklog.GetRecallBacklog(dtpStart.Value, dtpEnd.Value);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "Backlog of Recall Patients");
report.AddTitle("Title", Lan.g(this, "Backlog of Recall Patients"));
report.AddSubTitle("Date", dtpStart.Value.ToShortDateString() + " - " + dtpEnd.Value.ToShortDateString());
QueryObject query;
query = report.AddQuery(tablePats, "", "", SplitByKind.None, 0);
query.AddColumn("Name", 90, FieldValueType.String);
query.AddColumn("Gender", 60, FieldValueType.String);
query.AddColumn("Contact Method", 100, FieldValueType.String);
query.AddColumn("Phone", 100, FieldValueType.String);
query.AddColumn("Email", 120, FieldValueType.String);
query.AddColumn("Hygienist ID (Last Appt)", 60, FieldValueType.String);
query.AddColumn("Date of Last Recall", 90, FieldValueType.String);
query.AddColumn("Due Date", 90, FieldValueType.String);
query.AddGroupSummaryField("Patient Count", "Gender", "Name", SummaryOperation.Count);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
//DialogResult=DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
carrier = PIn.String(textBoxCarrier.Text);
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpInsCo.GetInsCoTable(carrier);
Font font = new Font("Tahoma", 8);
Font fontTitle = new Font("Tahoma", 15, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Insurance Plan List");
report.AddTitle("Title", Lan.g(this, "Insurance Plan List"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Carrier Name", 230, font);
query.AddColumn("Subscriber Name", 175, font);
query.AddColumn("Carrier Phone#", 175, font);
query.AddColumn("Group Name", 165, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
report.AddFooterText("Total", "Total: " + report.TotalRows.ToString(), font, 10, ContentAlignment.MiddleRight);
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
DataTable tablePats = KPIPerioRecall.GetPerioRecall(dateStart.Value, dateEnd.Value);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "Patients on Perio Recall");
report.AddTitle("Title", Lan.g(this, "Patients on Perio Recall"));
report.AddSubTitle("Date", dateStart.Value.ToShortDateString() + " - " + dateEnd.Value.ToShortDateString());
QueryObject query;
query = report.AddQuery(tablePats, "", "", SplitByKind.None, 0);
query.AddColumn("Name", 90, FieldValueType.String);
query.AddColumn("Gender", 60, FieldValueType.String);
query.AddColumn("Age", 40, FieldValueType.String);
query.AddColumn("Postal Code", 90, FieldValueType.String);
query.AddColumn("Date of Next Appointment", 70, FieldValueType.String);
query.AddColumn("Frequency", 100, FieldValueType.String);
query.AddColumn("HygienistID", 60, FieldValueType.String);
query.AddColumn("Primary Provider", 80, FieldValueType.String);
query.AddGroupSummaryField("Patient Count:", "Name", "Provider", SummaryOperation.Count);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
//DialogResult=DialogResult.OK;
}
private void butReport_Click(object sender, System.EventArgs e)
{
if (!validDateFrom.IsValid || !validDateTo.IsValid)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
DateTime dateFrom = PIn.Date(validDateFrom.Text);
DateTime dateTo = PIn.Date(validDateTo.Text);
if (dateTo < dateFrom)
{
MsgBox.Show(this, "To date cannot be before From date.");
return;
}
if (dateFrom.AddYears(1) <= dateTo)
{
MsgBox.Show(this, "Date range must not exceed 1 year.");
return;
}
ReportComplex report = new ReportComplex(true, false);
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, "Birthdays");
report.AddTitle("Title", Lan.g(this, "Birthdays"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", dateFrom.ToShortDateString() + " - " + dateTo.ToShortDateString(), fontSubTitle);
QueryObject query = report.AddQuery(RpBirthday.GetBirthdayTable(dateFrom, dateTo), "", "", SplitByKind.None, 1, true);
query.AddColumn("LName", 90, FieldValueType.String, font);
query.AddColumn("FName", 90, FieldValueType.String, font);
query.AddColumn("Preferred", 90, FieldValueType.String, font);
query.AddColumn("Address", 90, FieldValueType.String, font);
query.AddColumn("Address2", 90, FieldValueType.String, font);
query.AddColumn("City", 75, FieldValueType.String, font);
query.AddColumn("State", 60, FieldValueType.String, font);
query.AddColumn("Zip", 75, FieldValueType.String, font);
query.AddColumn("Birthdate", 75, FieldValueType.Date, font);
query.GetColumnDetail("Birthdate").StringFormat = "d";
query.AddColumn("Age", 45, FieldValueType.Integer, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
ReportComplex report = new ReportComplex(true, true);
FeeSched feeSched = _listFeeScheds[listBoxFeeSched.SelectedIndex];
long clinicNum = 0;
if (listBoxClinics.SelectedIndex > 0)
{
clinicNum = _listClinics[listBoxClinics.SelectedIndex - 1].ClinicNum;
}
long provNum = 0;
if (listBoxProviders.SelectedIndex > 0)
{
provNum = _listProviders[listBoxProviders.SelectedIndex - 1].ProvNum;
}
DataTable dataTable = RpProcCodes.GetData(feeSched.FeeSchedNum, clinicNum, provNum, radioCategories.Checked, checkShowBlankFees.Checked);
report.ReportName = "Procedure Codes - Fee Schedules";
report.AddTitle("Title", Lan.g(this, "Procedure Codes - Fee Schedules"));
report.AddSubTitle("Fee Schedule", feeSched.Description);
report.AddSubTitle("Clinic", listBoxClinics.Items[listBoxClinics.SelectedIndex].ToString());
report.AddSubTitle("Provider", listBoxProviders.Items[listBoxProviders.SelectedIndex].ToString());
report.AddSubTitle("Date", DateTime.Now.ToShortDateString());
QueryObject queryObject = new QueryObject();
queryObject = report.AddQuery(dataTable, "", "", SplitByKind.None, 1, true);
if (radioCategories.Checked)
{
queryObject.AddColumn("Category", 100, FieldValueType.String);
queryObject.GetColumnDetail("Category").SuppressIfDuplicate = true;
}
queryObject.AddColumn("Code", 100, FieldValueType.String);
queryObject.AddColumn("Desc", 600, FieldValueType.String);
queryObject.AddColumn("Abbr", 100, FieldValueType.String);
queryObject.AddColumn("Fee", 100, FieldValueType.String);
queryObject.GetColumnDetail("Fee").ContentAlignment = ContentAlignment.MiddleRight;
queryObject.GetColumnDetail("Fee").StringFormat = "C"; //This isn't working...
report.AddPageNum();
// execute query
if (!report.SubmitQueries())
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
//Only called in FillGrid().
private void RefreshReport()
{
bool hasValidationPassed = ValidateFields();
//Above line also sets "All" clinics option if no items are selected.
DataTable tableNotBilled = new DataTable();
if (hasValidationPassed)
{
//not truly all clinics; just the ones user has permission for
tableNotBilled = RpProcNotBilledIns.GetProcsNotBilled(comboClinics.ListSelectedClinicNums, checkMedical.Checked, _myReportDateFrom, _myReportDateTo,
checkShowProcsNoIns.Checked, checkShowProcsInProcess.Checked);
}
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
subtitleClinics = Lan.g(this, "Clinics: ") + comboClinics.GetStringSelectedClinics();
}
//This report will never show progress for printing. This is because the report is being rebuilt whenever the grid is refreshed.
_myReport = new ReportComplex(true, false, false);
_myReport.ReportName = Lan.g(this, "Procedures Not Billed to Insurance");
_myReport.AddTitle("Title", Lan.g(this, "Procedures Not Billed to Insurance"));
_myReport.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (_myReportDateFrom == _myReportDateTo)
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString());
}
else
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString() + " - " + _myReportDateTo.ToShortDateString());
}
if (PrefC.HasClinicsEnabled)
{
_myReport.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = _myReport.AddQuery(tableNotBilled, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Patient Name", _colWidthPatName, FieldValueType.String);
query.AddColumn("Stat", _colWidthStat, FieldValueType.String);
query.AddColumn("Procedure Date", _colWidthProcDate, FieldValueType.Date);
query.GetColumnDetail("Procedure Date").StringFormat = "d";
query.AddColumn("Procedure Description", 300, FieldValueType.String);
query.AddColumn("Amount", _colWidthAmount, FieldValueType.Number);
_myReport.AddPageNum();
if (!_myReport.SubmitQueries(false)) //If we are loading and there are no results for _myReport do not show msgbox found in SubmitQueryies(...).
{
return;
}
}
///<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;
}
///<summary>Uses the report complex pattern to print the same report generated by FillGrid()</summary>
private void butRunReport_Click(object sender, EventArgs e)
{
if (!ValidateFilters())
{
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = comboClinicMulti.ListSelectedClinicNums;
DataTable table = RpClaimNotSent.GetClaimsNotSent(_startDate, _endDate, listClinicNums, true, (ClaimNotSentStatuses)comboBoxInsFilter.SelectedItem);
string subtitleClinics = "";
subtitleClinics = comboClinicMulti.GetStringSelectedClinics();
report.ReportName = Lan.g(this, "Claims Not Sent");
report.AddTitle("Title", Lan.g(this, "Claims Not Sent"));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = report.AddQuery(table, "Date: " + DateTimeOD.Today.ToShortDateString());
if (PrefC.HasClinicsEnabled)
{
query.AddColumn("Clinic", 60, FieldValueType.String);
}
query.AddColumn("Date", 85, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Type", 90, FieldValueType.String);
query.AddColumn("Claim Status", 100, FieldValueType.String);
query.AddColumn("Patient Name", 150, FieldValueType.String);
query.AddColumn("Insurance Carrier", 150, FieldValueType.String);
query.AddColumn("Amount", 90, FieldValueType.Number);
query.AddColumn("Proc Codes", 90);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void CreateGrouped()
{
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpProcSheet.GetGroupedTable(date1.SelectionStart, date2.SelectionStart, _listProvNums, _listClinicNums, textCode.Text, checkAllProv.Checked);
string subtitleProvs = ConstructProviderSubtitle();
string subtitleClinics = ConstructClinicSubtitle();
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, "Procedures By Procedure Code");
report.AddTitle("Title", Lan.g(this, "Procedures By Procedure Code"), fontTitle);
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Dates of Report", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
report.AddSubTitle("Providers", subtitleProvs, fontSubTitle);
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics, fontSubTitle);
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn(Lan.g(this, "Category"), 150, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Code"), 130, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Description"), 140, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Quantity"), 60, FieldValueType.Integer, font);
query.GetColumnDetail(Lan.g(this, "Quantity")).ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn(Lan.g(this, "Average Fee"), 110, FieldValueType.String, font);
query.GetColumnDetail(Lan.g(this, "Average Fee")).ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn(Lan.g(this, "Total Fees"), 110, FieldValueType.Number, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void ExecuteIndividual()
{
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);
ReportComplex report = new ReportComplex(true, false);
report.AddTitle("Title", Lan.g(this, "PPO Writeoffs"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToShortDateString() + " - " + date2.SelectionStart.ToShortDateString(), fontSubTitle);
report.AddSubTitle("Claims", Lan.g(this, "Individual Claims"), fontSubTitle);
if (textCarrier.Text != "")
{
report.AddSubTitle("Carrier", Lan.g(this, "Carrier like: ") + textCarrier.Text, fontSubTitle);
}
DataTable table = new DataTable();
table = RpPPOwriteoff.GetWriteoffTable(date1.SelectionStart, date2.SelectionStart, radioIndividual.Checked, textCarrier.Text, GetWriteoffType());
QueryObject query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Date", 80, FieldValueType.Date, font);
query.AddColumn("Patient", 120, FieldValueType.String, font);
query.AddColumn("Carrier", 150, FieldValueType.String, font);
query.AddColumn("Provider", 60, FieldValueType.String, font);
query.AddColumn("Stand Fee", 80, FieldValueType.Number, font);
query.AddColumn("PPO Fee", 80, FieldValueType.Number, font);
query.AddColumn("Writeoff", 80, FieldValueType.Number, font);
query.AddSummaryLabel("Stand Fee", "Totals:", SummaryOrientation.West, false, fontBold);
if (!report.SubmitQueries())
{
DialogResult = DialogResult.Cancel;
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
DataTable tableProvs = KPIDowntime.GetDowntime(dtpStart.Value, dtpEnd.Value);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = Lan.g(this, "Provider Down-times");
report.AddTitle("Title", Lan.g(this, "Provider Down-times"));
report.AddSubTitle("Date", dtpStart.Value.ToShortDateString() + " - " + dtpEnd.Value.ToShortDateString());
QueryObject query;
query = report.AddQuery(tableProvs, "", "", SplitByKind.None, 0);
query.AddColumn("Provider Number", 90, FieldValueType.String);
query.AddColumn("Total Down-time", 100, FieldValueType.String);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
}
private void butOK_Click(object sender, System.EventArgs e)
{
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpPrescriptions.GetPrescriptionTable(radioPatient.Checked, textBoxInput.Text);
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, "Prescriptions");
report.AddTitle("Title", Lan.g(this, "Prescriptions"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
if (radioPatient.Checked)
{
report.AddSubTitle("By Patient", "By Patient");
}
else
{
report.AddSubTitle("By Drug", "By Drug");
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Patient Name", 120, FieldValueType.String);
query.AddColumn("Date", 95, FieldValueType.Date);
query.AddColumn("Drug Name", 100, FieldValueType.String);
query.AddColumn("Directions", 300);
query.AddColumn("Dispense", 100);
query.AddColumn("Prov Name", 100, FieldValueType.String);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void ExecuteGroup()
{
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
ReportComplex report = new ReportComplex(true, false);
report.AddTitle("Title", Lan.g(this, "PPO Writeoffs"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToShortDateString() + " - " + date2.SelectionStart.ToShortDateString(), fontSubTitle);
report.AddSubTitle("Claims", Lan.g(this, "Individual Claims"), fontSubTitle);
if (textCarrier.Text != "")
{
report.AddSubTitle("Carrier", Lan.g(this, "Carrier like: ") + textCarrier.Text, fontSubTitle);
}
if (textCarrier.Text != "")
{
report.AddSubTitle("Carrier", Lan.g(this, "Carrier like: ") + textCarrier.Text, fontSubTitle);
}
DataTable table = RpPPOwriteoff.GetWriteoffTable(date1.SelectionStart, date2.SelectionStart, radioIndividual.Checked, textCarrier.Text, radioWriteoffPay.Checked);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"), "", SplitByKind.None, 1, true);
query.AddColumn("Carrier", 180, FieldValueType.String, font);
query.AddColumn("Stand Fee", 80, FieldValueType.Number, font);
query.AddColumn("PPO Fee", 80, FieldValueType.Number, font);
query.AddColumn("Writeoff", 80, FieldValueType.Number, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
DialogResult = DialogResult.Cancel;
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butMissing_Click(object sender, EventArgs e)
{
Cursor = Cursors.WaitCursor;
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = "Missing";
report.AddTitle("Title", "XCharge Transactions From " + date1.SelectionStart.ToShortDateString() + " To " + date2.SelectionStart.ToShortDateString(), fontTitle);
report.GetTitle("Title").IsUnderlined = true;
report.AddSubTitle("SubTitle", "No Matching Transaction Found in Open Dental", fontSubTitle);
QueryObject query;
DataTable dt = XChargeTransactions.GetMissingPaymentsTable(date1.SelectionStart, date2.SelectionStart);
query = report.AddQuery(dt, "Missing Payments", "", SplitByKind.None, 1, true); //Valid entries to count have result code 0
query.AddColumn("Transaction Date/Time", 170, FieldValueType.String, font);
query.AddColumn("Transaction Type", 120, FieldValueType.String, font);
query.AddColumn("Clerk ID", 80, FieldValueType.String, font);
query.AddColumn("Item#", 50, FieldValueType.String, font);
query.AddColumn("Pat", 50, FieldValueType.String, font);
query.AddColumn("Credit Card Num", 140, FieldValueType.String, font);
query.AddColumn("Exp", 50, FieldValueType.String, font);
query.AddColumn("Result", 50, FieldValueType.String, font);
query.AddColumn("Amount", 60, FieldValueType.Number, font);
query.GetColumnHeader("Amount").ContentAlignment = ContentAlignment.MiddleRight;
Cursor = Cursors.Default;
if (!report.SubmitQueries(true))
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
//FormR.MyReport=report;
FormR.ShowDialog();
}
private void butExtra_Click(object sender, EventArgs e)
{
Cursor = Cursors.WaitCursor;
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
ReportComplex report = new ReportComplex(true, false);
report.ReportName = "Extra Payments";
report.AddTitle("Title", "Payments From " + date1.SelectionStart.ToShortDateString() + " To " + date2.SelectionStart.ToShortDateString(), fontTitle);
report.GetTitle("Title").IsUnderlined = true;
report.AddSubTitle("SubTitle", "No Matching X-Charge Transactions for these Payments", fontSubTitle);
QueryObject query;
DataTable dt = XChargeTransactions.GetMissingXTransTable(date1.SelectionStart, date2.SelectionStart);
query = report.AddQuery(dt, "Extra Payments", "", SplitByKind.None, 1, true);
query.AddColumn("Pat", 50, FieldValueType.String, font);
query.AddColumn("LName", 100, FieldValueType.String, font);
query.AddColumn("FName", 100, FieldValueType.String, font);
query.AddColumn("DateEntry", 90, FieldValueType.Date, font);
query.AddColumn("PayDate", 90, FieldValueType.Date, font);
query.AddColumn("PayNote", 210, FieldValueType.String, font);
query.AddColumn("PayAmt", 70, FieldValueType.Number, font);
query.GetColumnHeader("PayAmt").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("PayAmt").ContentAlignment = ContentAlignment.MiddleRight;
Cursor = Cursors.Default;
if (!report.SubmitQueries(true))
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
//FormR.MyReport=report;
FormR.ShowDialog();
}
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 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 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;
}
//Only called in FillGrid().
private void RefreshReport()
{
bool hasValidationPassed = ValidateFields();
List <long> listClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
if (comboBoxMultiClinics.ListSelectedIndices.Contains(0)) //All option selected
{
for (int j = 0; j < _listClinics.Count; j++)
{
listClinicNums.Add(_listClinics[j].ClinicNum); //Add all clinics this person has access to.
}
if (!Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(0); //Unassigned
}
}
else //All option not selected
{
for (int i = 0; i < comboBoxMultiClinics.ListSelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 1].ClinicNum); //Minus 1 to skip over the All.
}
else if (comboBoxMultiClinics.ListSelectedIndices[i] == 1) //Not restricted and user selected Unassigned.
{
listClinicNums.Add(0); //Unassigned
}
else //Not restricted and Unassigned option is not selected.
{
listClinicNums.Add(_listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 2].ClinicNum); //Minus 2 to skip over All and Unassigned.
}
}
}
}
DataTable tableNotBilled = new DataTable();
if (hasValidationPassed)
{
tableNotBilled = RpProcNotBilledIns.GetProcsNotBilled(listClinicNums, checkMedical.Checked, _myReportDateFrom, _myReportDateTo, checkShowProcsNoIns.Checked);
}
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
if (comboBoxMultiClinics.ListSelectedIndices.Contains(0)) //All option selected
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < comboBoxMultiClinics.ListSelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 1].Abbr; //Minus 1 for All.
}
else //Not restricted
{
if (comboBoxMultiClinics.ListSelectedIndices[i] == 1) //Unassigned option selected.
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 2].Abbr; //Minus 2 for All and Unassigned.
}
}
}
}
}
//This report will never show progress for printing. This is because the report is being rebuilt whenever the grid is refreshed.
_myReport = new ReportComplex(true, false, false);
_myReport.ReportName = Lan.g(this, "Procedures Not Billed to Insurance");
_myReport.AddTitle("Title", Lan.g(this, "Procedures Not Billed to Insurance"));
_myReport.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (_myReportDateFrom == _myReportDateTo)
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString());
}
else
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString() + " - " + _myReportDateTo.ToShortDateString());
}
if (PrefC.HasClinicsEnabled)
{
_myReport.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = _myReport.AddQuery(tableNotBilled, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Patient Name", _colWidthPatName, FieldValueType.String);
query.AddColumn("Procedure Date", _colWidthProcDate, FieldValueType.Date);
query.GetColumnDetail("Procedure Date").StringFormat = "d";
query.AddColumn("Procedure Description", 300, FieldValueType.String);
query.AddColumn("Amount", _colWidthAmount, FieldValueType.Number);
_myReport.AddPageNum();
if (!_myReport.SubmitQueries(false)) //If we are loading and there are no results for _myReport do not show msgbox found in SubmitQueryies(...).
{
return;
}
}
private void RunProdGoal()
{
//If adding the unearned column, need more space. Set report to landscape.
if (checkAllProv.Checked)
{
for (int i = 0; i < listProv.Items.Count; i++)
{
listProv.SetSelected(i, true);
}
}
if (checkAllClin.Checked)
{
for (int i = 0; i < listClin.Items.Count; i++)
{
listClin.SetSelected(i, true);
}
}
_dateFrom = PIn.Date(textDateFrom.Text);
_dateTo = PIn.Date(textDateTo.Text);
List <Provider> listProvs = checkAllProv.Checked?_listProviders:
listProv.SelectedIndices.Count > 0?listProv.SelectedIndices.OfType <int>().Select(x => _listFilteredProviders[x]).ToList():new List <Provider>();
List <Clinic> listClinics = new List <Clinic>();
List <long> listSelectedClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
if (listClin.SelectedIndices.Count > 0)
{
int offset = Security.CurUser.ClinicIsRestricted?0:1;
listClinics.AddRange(listClin.SelectedIndices.OfType <int>()
.Select(x => offset == 1 && x == 0?new Clinic {
ClinicNum = 0, Abbr = Lan.g(this, "Unassigned")
}:_listClinics[x - offset]));
}
//Check here for multi clinic schedule overlap and give notification.
listSelectedClinicNums = listClinics.Select(x => x.ClinicNum).ToList();
var listConflicts = listProvs
.Select(x => new { x.Abbr, listScheds = Schedules.GetClinicOverlapsForProv(_dateFrom, _dateTo, x.ProvNum, listSelectedClinicNums) })
.Where(x => x.listScheds.Count > 0).ToList();
if (listConflicts.Count > 0)
{
string errorMsg = "This report is designed to show production goals by clinic and provider. You have one or more providers during the "
+ "specified period that are scheduled in more than one clinic at the same time. Due to this, production goals cannot be reported "
+ "accurately.\r\nTo run this report, please fix your scheduling so each provider is only scheduled at one clinic at a time, or select "
+ "different providers or clinics.\r\nIn the mean time, you can run regular production and income reports instead.\r\n\r\n"
+ "Conflicts:\r\n"
+ string.Join("\r\n", listConflicts
.SelectMany(x => x.listScheds
.Select(y => x.Abbr + " " + y.SchedDate.ToShortDateString() + " " + y.StartTime.ToShortTimeString() + " - " + y.StopTime.ToShortTimeString())));
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(errorMsg);
msgBox.ShowDialog();
return;
}
}
ReportComplex report = new ReportComplex(true, false);
bool hasAllClinics = checkAllClin.Checked && listSelectedClinicNums.Contains(0) &&
Clinics.GetDeepCopy().Select(x => x.ClinicNum).All(x => x.In(listSelectedClinicNums));
using (DataSet ds = RpProdGoal.GetData(_dateFrom, _dateTo, listProvs, listClinics, checkAllProv.Checked, hasAllClinics, GetWriteoffType()))
using (DataTable dt = ds.Tables["Total"])
using (DataTable dtClinic = PrefC.HasClinicsEnabled?ds.Tables["Clinic"]:new DataTable())
using (Font font = new Font("Tahoma", 8, FontStyle.Regular)) {
report.ReportName = "MonthlyP&IGoals";
report.AddTitle("Title", Lan.g(this, "Monthly Production Goal"));
report.AddSubTitle("PracName", PrefC.GetString(PrefName.PracticeTitle));
report.AddSubTitle("Date", _dateFrom.ToShortDateString() + " - " + _dateTo.ToShortDateString());
report.AddSubTitle("Providers", checkAllProv.Checked?Lan.g(this, "All Providers"):listProvs.Count == 0?"":string.Join(", ", listProvs.Select(x => x.Abbr)));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", hasAllClinics?Lan.g(this, "All Clinics"):listClinics.Count == 0?"":string.Join(", ", listClinics.Select(x => x.Abbr)));
}
//setup query
QueryObject query;
if (PrefC.HasClinicsEnabled && checkClinicBreakdown.Checked)
{
query = report.AddQuery(dtClinic, "", "Clinic", SplitByKind.Value, 1, true);
}
else
{
query = report.AddQuery(dt, "", "", SplitByKind.None, 1, true);
}
// add columns to report
int dateWidth = 70;
int weekdayWidth = 65;
int prodWidth = 90;
int prodGoalWidth = 90;
int schedWidth = 85;
int adjWidth = 85;
int writeoffWidth = 95;
int writeoffestwidth = 95;
int writeoffadjwidth = 70;
int totProdWidth = 90;
int summaryOffSetY = 30;
int groups = 1;
if (PrefC.HasClinicsEnabled && listClin.SelectedIndices.Count > 1 && checkClinicBreakdown.Checked)
{
groups = 2;
}
for (int i = 0; i < groups; i++) //groups will be 1 or 2 if there are clinic breakdowns
{
if (i > 0) //If more than one clinic selected, we want to add a table to the end of the report that totals all the clinics together
{
query = report.AddQuery(dt, "Totals", "", SplitByKind.None, 2, true);
}
query.AddColumn("Date", dateWidth, FieldValueType.String, font);
query.AddColumn("Weekday", weekdayWidth, FieldValueType.String, font);
query.AddColumn("Production", prodWidth, FieldValueType.Number, font);
query.AddColumn("Prod Goal", prodGoalWidth, FieldValueType.Number, font);
query.AddColumn("Scheduled", schedWidth, FieldValueType.Number, font);
query.AddColumn("Adjusts", adjWidth, FieldValueType.Number, font);
if (GetWriteoffType() == PPOWriteoffDateCalc.ClaimPayDate)
{
query.AddColumn("Writeoff Est", writeoffestwidth, FieldValueType.Number, font);
query.AddColumn("Writeoff Adj", writeoffadjwidth, FieldValueType.Number, font);
}
else
{
query.AddColumn("Writeoff", writeoffWidth, FieldValueType.Number, font);
}
query.AddColumn("Tot Prod", totProdWidth, FieldValueType.Number, font);
}
string colNameAlign = "Writeoff" + (GetWriteoffType() == PPOWriteoffDateCalc.ClaimPayDate?" Est":"");//Column used to align the summary fields.
string summaryText = "Total Production (Production + Scheduled + Adjustments - Writeoff"
+ (GetWriteoffType() == PPOWriteoffDateCalc.ClaimPayDate?" Ests - Writeoff Adjs":"s") + "): ";
query.AddGroupSummaryField(summaryText, colNameAlign, "Tot Prod", SummaryOperation.Sum, new List <int> {
groups
}, Color.Black,
new Font("Tahoma", 9, FontStyle.Bold), 75, summaryOffSetY);
report.AddPageNum();
// execute query
if (!report.SubmitQueries())
{
return;
}
// display report
using (FormReportComplex FormR = new FormReportComplex(report)) {
FormR.ShowDialog();
}
}
}
///<summary>Uses the report complex pattern to print the same report generated by FillGrid()</summary>
private void butRunReport_Click(object sender, EventArgs e)
{
if (!ValidateFilters())
{
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = GetSelectedClinicNums();
DataTable table = RpClaimNotSent.GetClaimsNotSent(_startDate, _endDate, listClinicNums, true, (ClaimNotSentStatuses)comboBoxInsFilter.SelectedItem);
string subtitleClinics = "";
//the following logic could probably be simplified
if (PrefC.HasClinicsEnabled)
{
if (comboBoxClinics.SelectedIndices.Contains(0))
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < comboBoxClinics.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[(int)comboBoxClinics.SelectedIndices[i] - 1].Abbr;
}
else
{
if ((int)comboBoxClinics.SelectedIndices[i] == 1)
{
subtitleClinics += Lan.g(this, "Unassigned"); //start here
}
else
{
subtitleClinics += _listClinics[(int)comboBoxClinics.SelectedIndices[i] - 2].Abbr; //Minus 2 from the selected index
}
}
}
}
}
report.ReportName = Lan.g(this, "Claims Not Sent");
report.AddTitle("Title", Lan.g(this, "Claims Not Sent"));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = report.AddQuery(table, "Date: " + DateTimeOD.Today.ToShortDateString());
if (PrefC.HasClinicsEnabled)
{
query.AddColumn("Clinic", 60, FieldValueType.String);
}
query.AddColumn("Date", 85, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Type", 90, FieldValueType.String);
query.AddColumn("Claim Status", 100, FieldValueType.String);
query.AddColumn("Patient Name", 150, FieldValueType.String);
query.AddColumn("Insurance Carrier", 150, FieldValueType.String);
query.AddColumn("Amount", 90, FieldValueType.Number);
query.AddColumn("Proc Codes", 90);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void RunProviderPayroll()
{
ReportComplex report = new ReportComplex(true, true);
if (checkAllProv.Checked)
{
for (int i = 0; i < listProv.Items.Count; i++)
{
listProv.SetSelected(i, true);
}
}
if (checkAllClin.Checked)
{
for (int i = 0; i < listClin.Items.Count; i++)
{
listClin.SetSelected(i, true);
}
}
dateFrom = dtPickerFrom.Value;
dateTo = dtPickerTo.Value;
List <Provider> listProvs = new List <Provider>();
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvs.Add(_listProviders[listProv.SelectedIndices[i]]);
}
List <Clinic> listClinics = new List <Clinic>();
if (PrefC.HasClinicsEnabled)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinics.Add(_listClinics[listClin.SelectedIndices[i]]); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
Clinic unassigned = new Clinic();
unassigned.ClinicNum = 0;
unassigned.Abbr = Lan.g(this, "Unassigned");
listClinics.Add(unassigned);
}
else
{
listClinics.Add(_listClinics[listClin.SelectedIndices[i] - 1]); //Minus 1 from the selected index
}
}
}
}
DataSet ds = RpProdInc.GetProviderPayrollDataForClinics(dateFrom, dateTo, listProvs, listClinics
, checkAllProv.Checked, checkAllClin.Checked, radioDetailedReport.Checked);
report.ReportName = "Provider Payroll P&I";
report.AddTitle("Title", Lan.g(this, "Provider Payroll Production and Income"));
report.AddSubTitle("PracName", PrefC.GetString(PrefName.PracticeTitle));
report.AddSubTitle("Date", dateFrom.ToShortDateString() + " - " + dateTo.ToShortDateString());
if (checkAllProv.Checked)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
string str = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i > 0)
{
str += ", ";
}
str += _listProviders[listProv.SelectedIndices[i]].Abbr;
}
report.AddSubTitle("Providers", str);
}
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
clinNames += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
report.AddSubTitle("Clinics", clinNames);
}
}
//setup query
QueryObject query;
DataTable dt = ds.Tables["Total"].Copy();
query = report.AddQuery(dt, "", "", SplitByKind.None, 1, true);
// add columns to report
Font font = new Font("Tahoma", 8, FontStyle.Regular);
query.AddColumn("Date", 70, FieldValueType.String, font);
if (radioDetailedReport.Checked)
{
query.AddColumn("Patient", 160, FieldValueType.String, font);
}
else
{
query.AddColumn("Day", 70, FieldValueType.String, font);
}
query.AddColumn("UCR Production", 90, FieldValueType.Number, font);
query.AddColumn("Est Writeoff", 80, FieldValueType.Number, font);
query.AddColumn("Prod Adj", 80, FieldValueType.Number, font);
query.AddColumn("Change in Writeoff", 100, FieldValueType.Number, font);
query.AddColumn("Net Prod(NPR)", 80, FieldValueType.Number, font);
query.AddColumn("Pat Inc Alloc", 80, FieldValueType.Number, font);
query.AddColumn("Pat Inc Unalloc", 80, FieldValueType.Number, font);
query.AddColumn("Ins Income", 80, FieldValueType.Number, font);
query.AddColumn("Ins Not Final", 80, FieldValueType.Number, font);
query.AddColumn("Net Income", 80, FieldValueType.Number, font);
report.AddPageNum();
// execute query
if (!report.SubmitQueries()) //Does not actually submit queries because we use datatables in the central management tool.
{
return;
}
// display the report
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
//DialogResult=DialogResult.OK;//Allow running multiple reports.
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (!checkBillTypesAll.Checked && listBillType.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one billing type must be selected.");
return;
}
if (!checkProvAll.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 (textDate.errorProvider1.GetError(textDate) != "")
{
MsgBox.Show(this, "Invalid date.");
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>();
if (!checkProvAll.Checked)
{
listProvNums = listProv.SelectedIndices.OfType <int>().Select(x => _listProviders[x].ProvNum).ToList();
}
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked)
{
listClinicNums = listClin.Items.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum).ToList();
}
else
{
listClinicNums = listClin.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum).ToList();
}
}
if (!checkBillTypesAll.Checked)
{
for (int i = 0; i < listBillType.SelectedIndices.Count; i++)
{
listBillingTypeDefNums.Add(_listBillingTypeDefs[listBillType.SelectedIndices[i]].DefNum);
}
}
AgeOfAccount accountAge = AgeOfAccount.Any;
if (radioAny.Checked)
{
accountAge = AgeOfAccount.Any;
}
else if (radio30.Checked)
{
accountAge = AgeOfAccount.Over30;
}
else if (radio60.Checked)
{
accountAge = AgeOfAccount.Over60;
}
else if (radio90.Checked)
{
accountAge = AgeOfAccount.Over90;
}
ReportComplex report = new ReportComplex(true, true);
DataTable tableAging = new DataTable();
tableAging = RpInsAging.GetInsAgingTable
(asOfDate, radioGroupByFam.Checked, accountAge, checkBillTypesAll.Checked, checkProvAll.Checked, listProvNums, listClinicNums, listBillingTypeDefNums);
report.ReportName = Lan.g(this, "Insurance Aging Report");
report.AddTitle("InsAging", Lan.g(this, "Insurance Aging Report"));
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"));
}
else if (radio30.Checked)
{
report.AddSubTitle("Over30", Lan.g(this, "Over 30 Days"));
}
else if (radio60.Checked)
{
report.AddSubTitle("Over60", Lan.g(this, "Over 60 Days"));
}
else 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++) //there must be at least one selected
{
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 = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i != 0)
{
subt += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subt += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subt += "Unassigned";
continue;
}
subt += _listClinics[listClin.SelectedIndices[i] - 1].Abbr;
}
}
report.AddSubTitle("Clinics", subt);
}
//Patient Account Aging Query-----------------------------------------------
QueryObject query = report.AddQuery(tableAging, "Date " + DateTime.Today.ToShortDateString());
query.AddColumn((radioGroupByFam.Checked?"GUARANTOR":"PATIENT"), 160, FieldValueType.String);
query.AddColumn("INS PAY EST 0-30", 75, FieldValueType.Number);
query.AddColumn("INS PAY EST 31-60", 75, FieldValueType.Number);
query.AddColumn("INS PAY EST 61-90", 75, FieldValueType.Number);
query.AddColumn("INS PAY EST >90", 75, FieldValueType.Number);
query.AddColumn("INS EST TOTAL", 80, FieldValueType.Number);
query.AddColumn("PAT EST BAL 0-30", 75, FieldValueType.Number);
query.AddColumn("PAT EST BAL 31-60", 75, FieldValueType.Number);
query.AddColumn("PAT EST BAL 61-90", 75, FieldValueType.Number);
query.AddColumn("PAT EST BAL >90", 75, FieldValueType.Number);
query.AddColumn("PAT TOTAL", 80, FieldValueType.Number);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (date2.SelectionStart < date1.SelectionStart)
{
MsgBox.Show(this, "End date cannot be before start date.");
return;
}
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (_hasClinicsEnabled)
{
if (!checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
List <long> listClinicNums = new List <long>();
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
}
}
}
List <string> listProvNames = new List <string>();
List <long> listProvNums = new List <long>();
if (checkAllProv.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
listProvNames.Add(_listProviders[i].Abbr);
}
}
else
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProv.SelectedIndices[i]].ProvNum);
listProvNames.Add(_listProviders[listProv.SelectedIndices[i]].Abbr);
}
}
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpWriteoffSheet.GetWriteoffTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums
, checkAllClin.Checked, _hasClinicsEnabled, GetWriteoffType());
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, "Daily Writeoffs");
report.AddTitle("Title", Lan.g(this, "Daily Writeoffs"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
if (checkAllProv.Checked)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
report.AddSubTitle("Providers", string.Join(", ", listProvNames));
}
if (_hasClinicsEnabled)
{
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
clinNames += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
report.AddSubTitle("Clinics", clinNames);
}
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 100, FieldValueType.Date);
query.AddColumn("Patient Name", 150);
query.AddColumn("Carrier", 225);
query.AddColumn("Provider", 60);
if (_hasClinicsEnabled)
{
query.AddColumn("Clinic", 80);
}
query.AddColumn("Amount", 75, FieldValueType.Number);
query.GetColumnDetail("Amount").ContentAlignment = ContentAlignment.MiddleRight;
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}