///<summary>Insert Payment and PaySplit. Returns newly inserted Payment.PayNum. Throws exceptions if PayConnect Program Properties are invalid.</summary>
public static long InsertFromPayConnect(long patNum, long provNum, long clinicNum, double amount, string payNote, string receipt, CreditCardSource ccSource)
{
//No need to check RemotingRole;no call to db.
long ret = Payments.Insert(new Payment()
{
ClinicNum = clinicNum,
IsRecurringCC = false,
IsSplit = false,
PatNum = patNum,
PayAmt = amount,
PayDate = DateTime.Now,
PaymentSource = ccSource,
PayType = PIn.Long(ProgramProperties.GetPropVal(Programs.GetCur(ProgramName.PayConnect).ProgramNum, "PaymentType", clinicNum)),
ProcessStatus = ProcessStat.OnlinePending,
Receipt = receipt,
PayNote = payNote,
});
PaySplits.Insert(new PaySplit()
{
ClinicNum = clinicNum,
DatePay = DateTime.Now,
PatNum = patNum,
PayNum = ret,
ProvNum = provNum,
SplitAmt = amount,
});
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, patNum, Lans.g("Payments.InsertFromPayConnect", "PayConnect payment by") + " "
+ OpenDentBusiness.Patients.GetLim(patNum).GetNameLF() + ", " + amount.ToString("c"), LogSources.PatientPortal);
return(ret);
}
///<summary>Gets the current balance of the passed in payment plan num.
///Performs the same calculation as the "balance" column in the payment plans grid in ContrAccount.
///Optionally pass in the list of PayPlanCharges and list of PaySplits to avoid unneccesary database calls.
///Will filter out paysplits and charges associated to different payplans as well as payplan charges that are for the future or have a charge type of debit. </summary>
public static double GetBalance(long payPlanNum, List <PayPlanCharge> listPayPlanCharges = null, List <PaySplit> listPaySplits = null)
{
//No need to check RemotingRole; no call to db.
double amtBal = 0;
if (listPayPlanCharges == null)
{
listPayPlanCharges = PayPlanCharges.GetForPayPlan(payPlanNum);
}
if (listPaySplits == null)
{
listPaySplits = PaySplits.GetFromBundled(PaySplits.GetForPayPlan(payPlanNum));
}
foreach (PayPlanCharge chargeCur in listPayPlanCharges)
{
if (chargeCur.PayPlanNum == payPlanNum &&
chargeCur.ChargeType == PayPlanChargeType.Debit)
{
amtBal += chargeCur.Principal;
if (chargeCur.ChargeDate <= DateTime.Today)
{
amtBal += chargeCur.Interest;
}
}
}
foreach (PaySplit splitCur in listPaySplits)
{
if (splitCur.PayPlanNum == payPlanNum)
{
amtBal -= splitCur.SplitAmt;
}
}
return(amtBal);
}
///<summary>Insert Payment and PaySplit. Returns newly inserted Payment.PayNum. Throws exceptions if XWeb Program Properties are invalid.</summary>
public static long InsertFromXWeb(long patNum, long provNum, long clinicNum, double amount, string payNote, string receipt, CreditCardSource ccSource)
{
//No need to check RemotingRole;no call to db.
OpenDentBusiness.WebTypes.Shared.XWeb.WebPaymentProperties xwebProperties;
OpenDentBusiness.ProgramProperties.GetXWebCreds(clinicNum, out xwebProperties);
long ret = Payments.Insert(new Payment()
{
ClinicNum = clinicNum,
IsRecurringCC = false,
IsSplit = false,
PatNum = patNum,
PayAmt = amount,
PayDate = DateTime.Now,
PaymentSource = ccSource,
PayType = xwebProperties.PaymentTypeDefNum,
ProcessStatus = ProcessStat.OnlinePending,
Receipt = receipt,
PayNote = payNote,
});
PaySplits.Insert(new PaySplit()
{
ClinicNum = clinicNum,
DatePay = DateTime.Now,
PatNum = patNum,
PayNum = ret,
ProvNum = provNum,
SplitAmt = amount,
});
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, patNum, Lans.g("Payments.InsertFromXWeb", "XWeb payment by") + " "
+ OpenDentBusiness.Patients.GetLim(patNum).GetNameLF() + ", " + amount.ToString("c"), LogSources.PatientPortal);
return(ret);
}
///<summary>Gets the data necessary to load FormProcEdit.</summary>
public static LoadData GetLoadData(Procedure proc, Patient pat, Family fam)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <LoadData>(MethodBase.GetCurrentMethod(), proc, pat, fam));
}
LoadData data = new LoadData();
data.ListPatPlans = PatPlans.Refresh(pat.PatNum);
if (!PatPlans.IsPatPlanListValid(data.ListPatPlans)) //PatPlans had invalid references and need to be refreshed.
{
data.ListPatPlans = PatPlans.Refresh(pat.PatNum);
}
data.ListInsSubs = InsSubs.RefreshForFam(fam);
data.ListInsPlans = InsPlans.RefreshForSubList(data.ListInsSubs);
data.ListClaims = Claims.Refresh(pat.PatNum);
data.ListClaimProcsForProc = ClaimProcs.RefreshForProc(proc.ProcNum);
data.ListBenefits = Benefits.Refresh(data.ListPatPlans, data.ListInsSubs);
data.ListRefAttaches = RefAttaches.RefreshFiltered(proc.PatNum, false, proc.ProcNum);
data.ArrPaySplits = PaySplits.Refresh(proc.PatNum);
List <long> listPayNums = data.ArrPaySplits.Where(x => x.ProcNum == proc.ProcNum).Select(x => x.PayNum).ToList();
data.ListPaymentsForProc = Payments.GetPayments(listPayNums);
data.ArrAdjustments = Adjustments.Refresh(proc.PatNum);
data.OrthoProcedureLink = OrthoProcLinks.GetByProcNum(proc.ProcNum);
return(data);
}
///<summary>Creates a transfer originating from the prepayment containing the procOriginal, back to the procOriginal.
///Used to transfer money from TP unearned back onto the procedure as an allocated non pre-pay split.
///Optionally pass in procNumAttaching when wanting to attach to a procedure other than the procOriginal.
///Optionally pass in transferAmountOverride when transferring an amount that is not the split amount, as in the case for broken procs.</summary>
public static void CreateTransferForTpProcs(Procedure procOriginal, List <PaySplit> listSplitsForProc, Procedure procAttaching = null,
double transferAmountOverride = 0)
{
if (listSplitsForProc.IsNullOrEmpty() || listSplitsForProc.Sum(x => x.SplitAmt) == 0)
{
return;
}
//procAttaching will be null when transferring from unearned to same procedure.
procAttaching = procAttaching ?? procOriginal;
Payment transferPayment = new Payment();
transferPayment.PayDate = DateTime.Today;
transferPayment.ClinicNum = procOriginal.ClinicNum;
transferPayment.PayNote = "Automatic transfer from treatment planned procedure prepayment.";
transferPayment.PatNum = procAttaching.PatNum; //ultimately where the payment ends up.
transferPayment.PayType = 0;
Insert(transferPayment);
foreach (PaySplit prepaySplit in listSplitsForProc)
{
//make negative split to remove the 'tp prepayment'
PaySplit negSplitForTxfr = new PaySplit {
ClinicNum = procOriginal.ClinicNum,
DatePay = DateTime.Today,
FSplitNum = prepaySplit.SplitNum,
ProcNum = 0, //either the procedure is being set complete, or pref for Non-Refundable TP prepay is set and transferring to procAttaching.
//If non-refundable the procedure needs to be disassociated as well as we will not have a way to determine when procOriginal eventually
//gets set complete and unearned cannot exist with a completed procedure attached.
PatNum = procOriginal.PatNum,
PayNum = transferPayment.PayNum,
SplitAmt = (transferAmountOverride == 0?prepaySplit.SplitAmt:transferAmountOverride) * -1,
UnearnedType = prepaySplit.UnearnedType,
ProcDate = procOriginal.ProcDate,
ProvNum = prepaySplit.ProvNum,
};
PaySplits.Insert(negSplitForTxfr);
//Update original pre-payment split to disassociate the procedure now that the procedure is complete (Splits cannot have unaerned and C proc)
prepaySplit.ProcNum = 0;
PaySplits.Update(prepaySplit);
PaySplit positiveSplit = new PaySplit {
ClinicNum = procAttaching.ClinicNum,
DatePay = DateTime.Today,
FSplitNum = negSplitForTxfr.SplitNum, //if meant for unearned, FSplitNum must be 0 to show up correctly.
ProcNum = procAttaching.ProcNum,
PatNum = procAttaching.PatNum,
PayNum = transferPayment.PayNum,
SplitAmt = transferAmountOverride == 0?prepaySplit.SplitAmt:transferAmountOverride,
ProcDate = procAttaching.ProcDate,
ProvNum = procAttaching.ProvNum,
UnearnedType = 0 //necessary for when broken appointments do not get a procedure created for them to transfer to.
};
PaySplits.Insert(positiveSplit);
}
SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, transferPayment.PatNum, "Automatic transfer of funds for treatment plan procedure pre-payments.");
}
///<summary>This will soon be eliminated or changed to only allow deleting on same day as EntryDate.</summary>
public static void Delete(Adjustment adj)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod(), adj);
return;
}
Crud.AdjustmentCrud.Delete(adj.AdjNum);
CreateOrUpdateSalesTaxIfNeeded(adj);
PaySplits.UnlinkForAdjust(adj);
}
///<summary>Returns the total amount of prepayments for the entire family.</summary>
public static decimal GetUnearnedForFam(Family fam, List <PaySplit> listPrePayments = null)
{
//No need to check RemotingRole; no call to db.
//Find all paysplits for this account with provnum=0
//Foreach paysplit find all other paysplits with paysplitnum == provnum0 paysplit
//Sum paysplit amounts, see if it covers provnum0 split.
//Any money left over sum and show as "Unallocated" aka unearned
decimal unearnedTotal = 0;
listPrePayments = listPrePayments ?? PaySplits.GetPrepayForFam(fam);
if (listPrePayments.Count > 0)
{
foreach (PaySplit split in listPrePayments)
{
unearnedTotal += (decimal)split.SplitAmt;
}
List <PaySplit> listSplitsForPrePayment = PaySplits.GetSplitsForPrepay(listPrePayments);
foreach (PaySplit split in listSplitsForPrePayment)
{
unearnedTotal += (decimal)split.SplitAmt; //Splits for prepayments are generally negative.
}
}
return(unearnedTotal);
}
public static Statement CreateLimitedStatement(List <long> listPatNumsSelected, long patNum, List <long> listPayClaimNums, List <long> listAdjustments,
List <long> listPayNums, List <long> listProcedures)
{
Statement stmt = new Statement();
if (listPatNumsSelected.Count == 1)
{
stmt.PatNum = listPatNumsSelected[0];
}
else
{
stmt.PatNum = patNum;
}
stmt.DateSent = DateTimeOD.Today;
stmt.IsSent = false;
stmt.Mode_ = StatementMode.InPerson;
stmt.HidePayment = false;
stmt.SinglePatient = listPatNumsSelected.Count == 1; //SinglePatient determined by the selected transactions
stmt.Intermingled = listPatNumsSelected.Count > 1 && PrefC.GetBool(PrefName.IntermingleFamilyDefault);
stmt.IsReceipt = false;
stmt.IsInvoice = false;
stmt.StatementType = StmtType.LimitedStatement;
stmt.DateRangeFrom = DateTime.MinValue;
stmt.DateRangeTo = DateTimeOD.Today;
stmt.Note = "";
stmt.NoteBold = "";
stmt.IsBalValid = true;
stmt.BalTotal = 0;
stmt.InsEst = 0;
Statements.Insert(stmt); //we need stmt.StatementNum for attaching procs, adjustments, and paysplits to the statement
foreach (long adjNum in listAdjustments)
{
StmtLinks.Insert(new StmtLink()
{
FKey = adjNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.Adj
});
}
foreach (long payNum in listPayNums)
{
Payment payment = Payments.GetPayment(payNum);
PaySplits.GetForPayment(payNum)
.FindAll(x => x.PatNum == payment.PatNum && x.ClinicNum == payment.ClinicNum)
.ForEach(x => StmtLinks.Insert(new StmtLink()
{
FKey = x.SplitNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.PaySplit
}));
}
foreach (long procNum in listProcedures)
{
StmtLinks.Insert(new StmtLink()
{
FKey = procNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.Proc
});
}
foreach (long claimNum in listPayClaimNums)
{
StmtLinks.Insert(new StmtLink()
{
FKey = claimNum, StatementNum = stmt.StatementNum, StmtLinkType = StmtLinkTypes.ClaimPay
});
}
//foreach(PayPlanCharge payPlanCharge in listPayPlanCharges) {
// StmtLinks.Insert(new OpenDentBusiness.StmtLink() {FKey=payPlanCharge.PayPlanChargeNum,StatementNum=stmt.StatementNum,StmtLinkType=StmtLinkTypes.PayPlanCharge});
//}
//set statement lists to null in order to force refresh the lists now that we've inserted all of the StmtAttaches
stmt.ListAdjNums = null;
stmt.ListPaySplitNums = null;
stmt.ListProcNums = null;
stmt.ListInsPayClaimNums = null;
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
//Currently when using MiddleTier null lists inside an object like above causes the deserialized statement to incorrectly set the null lists
//to empty lists.
//In the case of a Statement, the public property associated to list in question does not run queries to populate the list as expected because
//it checks for a null list, but instead sees an empty list.
//We may fix the underlying MiddleTier bug later, but this is an immediate patch to address this symptom.
stmt.ListAdjNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.Adj);
stmt.ListPaySplitNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.PaySplit);
if (stmt.IsInvoice)
{
stmt.ListProcNums = Procedures.GetForInvoice(stmt.StatementNum);
}
else
{
stmt.ListProcNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.Proc);
}
stmt.ListInsPayClaimNums = StmtLinks.GetForStatementAndType(stmt.StatementNum, StmtLinkTypes.ClaimPay);
}
return(stmt);
}
private static Procedure AddRepeatingChargeHelper(RepeatCharge repeatCharge, DateTime billingDate, DateTime dateNow)
{
//No remoting role check; no call to db
Procedure procedure = new Procedure();
ProcedureCode procCode = ProcedureCodes.GetProcCode(repeatCharge.ProcCode);
Patient pat = Patients.GetPat(repeatCharge.PatNum);
procedure.CodeNum = procCode.CodeNum;
procedure.ClinicNum = pat.ClinicNum;
procedure.DateEntryC = dateNow;
procedure.PatNum = repeatCharge.PatNum;
procedure.ProcDate = billingDate;
procedure.DateTP = billingDate;
procedure.ProcFee = repeatCharge.ChargeAmt;
procedure.ProcStatus = ProcStat.C;
if (procCode.ProvNumDefault == 0)
{
procedure.ProvNum = pat.PriProv;
}
else
{
procedure.ProvNum = procCode.ProvNumDefault;
}
procedure.MedicalCode = ProcedureCodes.GetProcCode(procedure.CodeNum).MedicalCode;
procedure.BaseUnits = ProcedureCodes.GetProcCode(procedure.CodeNum).BaseUnits;
procedure.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
procedure.RepeatChargeNum = repeatCharge.RepeatChargeNum;
procedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
//Check if the repeating charge has been flagged to copy it's note into the billing note of the procedure.
if (repeatCharge.CopyNoteToProc)
{
procedure.BillingNote = repeatCharge.Note;
if (repeatCharge.ErxAccountId != "")
{
procedure.BillingNote =
"NPI=" + repeatCharge.Npi + " " + "ErxAccountId=" + repeatCharge.ErxAccountId;
if (!string.IsNullOrEmpty(repeatCharge.ProviderName)) //Provider name would be empty if older and no longer updated from eRx.
{
procedure.BillingNote += "\r\nProviderName=" + repeatCharge.ProviderName;
}
if (!string.IsNullOrEmpty(repeatCharge.Note))
{
procedure.BillingNote += "\r\n" + repeatCharge.Note;
}
}
}
if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
{
procedure.SiteNum = pat.SiteNum;
}
Procedures.Insert(procedure); //no recall synch needed because dental offices don't use this feature
//Using Prepayments for this Procedure
if (repeatCharge.UsePrepay)
{
//NOTE: ProvNum=0 on these splits, so I'm pretty sure they aren't allocated to anything.
List <PaySplit> prePaySplits = PaySplits.GetPrepayForFam(Patients.GetFamily(repeatCharge.PatNum));
List <PaySplit> paySplitsForPrePaySplits = PaySplits.GetSplitsForPrepay(prePaySplits);
Payment payCur = new Payment();
payCur.ClinicNum = procedure.ClinicNum;
payCur.DateEntry = billingDate;
payCur.IsSplit = true;
payCur.PatNum = repeatCharge.PatNum;
payCur.PayDate = billingDate;
payCur.PayType = 0; //Income transfer (will always be income transfer)
payCur.PayAmt = 0; //Income transfer payment
payCur.PayNum = Payments.Insert(payCur);
decimal payAmt = 0;
string noteText = "";
foreach (PaySplit prePaySplit in prePaySplits)
{
prePaySplit.SplitAmt += paySplitsForPrePaySplits.Where(x => x.FSplitNum == prePaySplit.SplitNum).Sum(y => y.SplitAmt); //Reduce prepay split amount.
PaySplit split = new PaySplit();
PaySplit split2 = new PaySplit();
if (prePaySplit.SplitAmt > procedure.ProcFee - (double)payAmt)
{
//Split amount is more than the remainder of the procfee requires, use partial from split
split.SplitAmt = procedure.ProcFee - (double)payAmt;
split2.SplitAmt = 0 - (procedure.ProcFee - (double)payAmt);
payAmt = (decimal)procedure.ProcFee;
}
else
{
//Split amount is less than or equal to the remainder of the procfee
split.SplitAmt = prePaySplit.SplitAmt;
split2.SplitAmt = 0 - prePaySplit.SplitAmt;
payAmt += (decimal)prePaySplit.SplitAmt;
}
if (split.SplitAmt == 0)
{
continue; //Don't make splits for 0 amount.
}
//Positive split, attached to proc and for proc's prov and clinic
split.DateEntry = billingDate;
split.DatePay = billingDate;
split.PatNum = procedure.PatNum;
split.PayNum = payCur.PayNum;
split.ProcNum = procedure.ProcNum;
split.ProvNum = procedure.ProvNum;
split.ClinicNum = procedure.ClinicNum;
if (noteText != "")
{
noteText += ", ";
}
noteText += split.SplitAmt.ToString("c");
PaySplits.Insert(split);
//Negative split, attached to prepay's prov and clinic, but not proc
split2.DateEntry = billingDate;
split2.DatePay = billingDate;
split2.PatNum = procedure.PatNum;
split2.PayNum = payCur.PayNum;
split2.FSplitNum = prePaySplit.SplitNum;
split2.ProvNum = prePaySplit.ProvNum;
split2.ClinicNum = prePaySplit.ClinicNum;
PaySplits.Insert(split2);
if (payAmt >= (decimal)procedure.ProcFee)
{
//Break out of loop
break;
}
}
payCur.PayNote = "Allocated " + noteText + " prepayments to repeating charge.";
Payments.Update(payCur, false);
}
return(procedure);
}
