private void FormProcSelect_Load(object sender, System.EventArgs e)
{
if (_isMultiSelect)
{
gridMain.SelectionMode = OpenDental.UI.GridSelectionMode.MultiExtended;
}
_listSelectedProcs = new List <Procedure>();
_listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patNumCur
});
_listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patNumCur
});
_listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patNumCur), _patNumCur).ToList(); //Does not get charges for the future.
_listPaySplits = PaySplits.GetForPats(new List <long> {
_patNumCur
}); //Might contain payplan payments.
_listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patNumCur
});
_listClaimProcs = ClaimProcs.GetForProcs(_listProcedures.Select(x => x.ProcNum).ToList());
labelUnallocated.Visible = _doShowUnallocatedLabel;
if (PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.DontEnforce)
{
radioIncludeAllCredits.Checked = true;
}
else
{
radioOnlyAllocatedCredits.Checked = true;
}
FillGrid();
}
private void FormPayPlanCredits_Load(object sender, EventArgs e)
{
_listPatNums = new List <long>();
_listPatNums.Add(_patCur.PatNum);
_listAdjustments = Adjustments.GetAdjustForPats(_listPatNums);
_listProcs = Procedures.GetCompAndTpForPats(_listPatNums);
List <PayPlan> listPayPlans = PayPlans.GetForPats(_listPatNums, _patCur.PatNum); //Used to figure out how much we need to pay off procs with, also contains insurance payplans.
_listPayPlanCharges = new List <PayPlanCharge>();
if (listPayPlans.Count > 0)
{
//get all current payplan charges for plans already on the patient, excluding the current one.
_listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(listPayPlans, _patCur.PatNum) //Does not get charges for the future.
.Where(x => !(x.PayPlanNum == _payPlanCur.PayPlanNum && x.ChargeType == PayPlanChargeType.Credit)).ToList(); //do not get credits for current payplan
}
List <PaySplit> tempListPaySplits = PaySplits.GetForPats(_listPatNums).Where(x => x.UnearnedType == 0).ToList(); //Might contain payplan payments. Do not include unearned.
_listPaySplits = tempListPaySplits.FindAll(x => x.PayPlanNum == 0 || listPayPlans.Exists(y => y.PayPlanNum == x.PayPlanNum));
_listPayments = Payments.GetNonSplitForPats(_listPatNums);
_listInsPayAsTotal = ClaimProcs.GetByTotForPats(_listPatNums); //Claimprocs paid as total, might contain ins payplan payments.
_listClaimProcs = ClaimProcs.GetForProcs(_listProcs.Select(x => x.ProcNum).ToList());
textCode.Text = Lan.g(this, "None");
FillGrid();
if (!Security.IsAuthorized(Permissions.PayPlanEdit, true))
{
this.DisableForm(butCancel, checkHideUnattached, checkShowImplicit, butPrint, gridMain);
}
}
private void FormProcSelect_Load(object sender, System.EventArgs e)
{
if (_isMultiSelect)
{
gridMain.SelectionMode = OpenDental.UI.GridSelectionMode.MultiExtended;
}
_listSelectedProcs = new List <Procedure>();
_listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patNumCur
});
if (ShowTpProcs)
{
_listProcedures.AddRange(Procedures.GetTpForPats(new List <long> {
_patNumCur
}));
}
_listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patNumCur
});
_listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patNumCur), _patNumCur).ToList(); //Does not get charges for the future.
_listPaySplits = PaySplits.GetForPats(new List <long> {
_patNumCur
}); //Might contain payplan payments.
foreach (PaySplit split in ListSplitsCur)
{
//If this is a new payment, its paysplits will not be in the database yet, so we need to add them manually. We might also need to set the
//ProcNum on the pay split if it has changed and has not been saved to the database.
PaySplit splitDb = _listPaySplits.FirstOrDefault(x => x.IsSame(split));
if (splitDb == null)
{
_listPaySplits.Add(split);
}
else
{
splitDb.ProcNum = split.ProcNum;
}
}
_listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patNumCur
});
_listClaimProcs = ClaimProcs.GetForProcs(_listProcedures.Select(x => x.ProcNum).ToList());
labelUnallocated.Visible = _doShowUnallocatedLabel;
if (PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.DontEnforce)
{
radioIncludeAllCredits.Checked = true;
}
else
{
radioOnlyAllocatedCredits.Checked = true;
}
FillGrid();
}
///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
if ((_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum)) || //Allow selected procs to show if paid off
entry.AmountEnd != 0) //All unpaid procedures should always show up per Nathan
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}
private void FillGrid()
{
gridRemainTimeUnits.BeginUpdate();
gridRemainTimeUnits.ListGridRows.Clear();
List <PatPlan> listPatPlans = PatPlans.Refresh(_patCur.PatNum);
List <InsSub> listInsSubs = InsSubs.GetMany(listPatPlans.Select(x => x.InsSubNum).ToList());
List <Benefit> listPatBenefits = Benefits.Refresh(listPatPlans, listInsSubs);
if (listPatBenefits.IsNullOrEmpty())
{
gridRemainTimeUnits.EndUpdate();
return;
}
List <InsPlan> listInsPlans = InsPlans.GetByInsSubs(listInsSubs.Select(x => x.InsSubNum).ToList());
List <Carrier> listCarriers = Carriers.GetCarriers(listInsPlans.Select(x => x.CarrierNum).ToList());
//Get the LIM information for all potential subscribers.
List <Patient> listSubscribers = Patients.GetLimForPats(listInsSubs.Select(x => x.Subscriber).ToList());
GridRow gridRow;
//Get the last year of completed procedures because there is no current TimePeriod for benefits that will care about older procedures.
//A subset of these procedures will be used for each specific benefit in order to correctly represent the time units remaining.
List <Procedure> listCompletedProcs = Procedures.GetCompletedForDateRange(
DateTime.Today.AddYears(-1),
DateTimeOD.Today,
listPatNums: new List <long> {
_patCur.PatNum
});
//Get all of the claimprocs associated to the completed procedures in order to link procedures to insurance plans.
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listCompletedProcs.Select(x => x.ProcNum).ToList());
foreach (Benefit benefit in listPatBenefits)
{
if (benefit.CovCatNum == 0 || //no category
benefit.BenefitType != InsBenefitType.Limitations || //benefit type is not limitations
(benefit.TimePeriod != BenefitTimePeriod.CalendarYear && //neither calendar year, serviceyear, or 12 months
benefit.TimePeriod != BenefitTimePeriod.ServiceYear &&
benefit.TimePeriod != BenefitTimePeriod.NumberInLast12Months) ||
benefit.Quantity < 0 || //quantity is negative (negatives are allowed in FormBenefitEdit)
benefit.QuantityQualifier != BenefitQuantity.NumberOfServices || //qualifier us not the number of services
(benefit.CoverageLevel != BenefitCoverageLevel.Family && //neither individual nor family coverage level
benefit.CoverageLevel != BenefitCoverageLevel.Individual))
{
continue;
}
List <Procedure> listProcs;
//for calendar year, get completed procs from January.01.CurYear ~ Curdate
if (benefit.TimePeriod == BenefitTimePeriod.CalendarYear)
{
//01/01/CurYear. is there a better way?
listProcs = listCompletedProcs.FindAll(x => x.ProcDate >= new DateTime(DateTimeOD.Today.Year, 1, 1));
}
else if (benefit.TimePeriod == BenefitTimePeriod.NumberInLast12Months)
{
//today - 12 months - 1 day. Procedures exactly 1 year ago are not counted in the range
listProcs = listCompletedProcs.FindAll(x => x.ProcDate >= DateTimeOD.Today.AddYears(-1).AddDays(1));
}
else //if not calendar year, then it must be service year
{
int monthRenew = InsPlans.RefreshOne(benefit.PlanNum).MonthRenew; //monthrenew only stores the month as an int.
if (DateTimeOD.Today.Month >= monthRenew) //if the the current date is past the renewal month, use the current year
{
listProcs = listCompletedProcs.FindAll(x => x.ProcDate >= new DateTime(DateTimeOD.Today.Year, monthRenew, 1));
}
else //otherwise use the previous year
{
listProcs = listCompletedProcs.FindAll(x => x.ProcDate >= new DateTime(DateTimeOD.Today.Year - 1, monthRenew, 1));
}
}
Dictionary <long, List <ClaimProc> > dictClaimProcsPerSub;
if (benefit.PatPlanNum != 0)
{
//The list of benefits that we are looping through was filled via listPatPlans so this will never fail.
//If this line fails then it means that there was a valid PlanNum AND a valid PatPlanNum set on the benefit which is invalid ATM.
dictClaimProcsPerSub = listClaimProcs.FindAll(x => x.InsSubNum == listPatPlans.First(y => y.PatPlanNum == benefit.PatPlanNum).InsSubNum)
.GroupBy(x => x.InsSubNum)
.ToDictionary(x => x.Key, x => x.ToList());
}
else //benefit.PatPlanNum was not set so benefit.PlanNum must be set.
{
dictClaimProcsPerSub = listClaimProcs.FindAll(x => x.PlanNum == benefit.PlanNum)
.GroupBy(x => x.InsSubNum)
.ToDictionary(x => x.Key, x => x.ToList());
}
foreach (long insSubNum in dictClaimProcsPerSub.Keys)
{
//The insSubNum should have a corresponding entry within listInsSubs.
InsSub insSub = listInsSubs.FirstOrDefault(x => x.InsSubNum == insSubNum);
if (insSub == null)
{
continue; //If not found then there are claimprocs associated to an inssub that is associated to a dropped or missing plan.
}
InsPlan insPlan = listInsPlans.FirstOrDefault(x => x.PlanNum == insSub.PlanNum);
Carrier carrier = listCarriers.FirstOrDefault(x => x.CarrierNum == insPlan.CarrierNum);
Patient subscriber = listSubscribers.FirstOrDefault(x => x.PatNum == insSub.Subscriber);
CovCat category = CovCats.GetCovCat(benefit.CovCatNum);
//Filter out any procedures that are not associated to the insurance plan of the current benefit.
List <Procedure> listFilterProcs = listProcs.FindAll(x => x.ProcNum.In(dictClaimProcsPerSub[insSubNum].Select(y => y.ProcNum)));
//Calculate the amount used for one benefit.
double amtUsed = CovCats.GetAmtUsedForCat(listFilterProcs, category);
double amtRemain = benefit.Quantity - amtUsed;
gridRow = new GridRow((carrier == null) ? "Unknown" : carrier.CarrierName,
(subscriber == null) ? "Unknown" : subscriber.GetNameFL(),
category.Description.ToString(),
benefit.Quantity.ToString(),
amtUsed.ToString("F"),
(amtRemain > 0) ? amtRemain.ToString("F") : "0");
gridRemainTimeUnits.ListGridRows.Add(gridRow);
}
}
gridRemainTimeUnits.EndUpdate();
}
///<summary>This method converts the AccountEntry objects we get back from AccountModules.GetListUnpaidAccountCharges() to MultiAdjEntry objects.
///These are used to fill the grid and do all relevant logic in this form. This method will return a fresh list of procedures and will not show
///any existing adjustments that may have been made in this form already. Called on load and when checkShowImplicit is clicked.
///When called from checkShowImplicit any existing adjustments made will not be shown.(Ask Andrew about this functionality)</summary>
private List <MultiAdjEntry> FillListGridEntries(CreditCalcType calc)
{
//CONSIDER ANY CHANGES MADE HERE MAY ALSO NEED TO BE ADDED TO FormProcSelect.
List <MultiAdjEntry> retVal = new List <MultiAdjEntry>();
#region Get required data
List <Procedure> listProcedures = Procedures.GetCompleteForPats(new List <long> {
_patCur.PatNum
});
//Does not get charges for the future.
List <PaySplit> listPaySplits = PaySplits.GetForPats(new List <long> {
_patCur.PatNum
}).Where(x => x.UnearnedType == 0).ToList();
List <Adjustment> listAdjustments = Adjustments.GetAdjustForPats(new List <long> {
_patCur.PatNum
});
//Might contain payplan payments. Do not include unearned.
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetDueForPayPlans(PayPlans.GetForPats(null, _patCur.PatNum), _patCur.PatNum).ToList();
List <ClaimProc> listInsPayAsTotal = ClaimProcs.GetByTotForPats(new List <long> {
_patCur.PatNum
});
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcedures.Select(x => x.ProcNum).ToList());
#endregion
List <AccountEntry> listAccountCharges = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments, listPaySplits, listClaimProcs
, listPayPlanCharges, listInsPayAsTotal, calc, new List <PaySplit>());
List <AccountEntry> listAccountChargesIncludeAll = null;
if (calc == CreditCalcType.ExcludeAll)
{
//We need to get all credits so that our AmtRemBefore can reflect what has truly been allocated to the procedure.
listAccountChargesIncludeAll = AccountModules.GetListUnpaidAccountCharges(listProcedures, listAdjustments
, listPaySplits, listClaimProcs, listPayPlanCharges, listInsPayAsTotal, CreditCalcType.IncludeAll, new List <PaySplit>());
}
MultiAdjEntry multiEntry = null;
foreach (AccountEntry entry in listAccountCharges)
{
//We only want AccountEntries that are completed procedures.
if (entry.GetType() != typeof(ProcExtended))
{
continue;
}
ProcExtended procEntry = (ProcExtended)entry.Tag;
bool isProcSelectedInAccount = false;
if (_listSelectedProcs != null && _listSelectedProcs.Any(x => x.ProcNum == procEntry.Proc.ProcNum))
{
isProcSelectedInAccount = true;
}
if (calc == CreditCalcType.ExcludeAll) //show everything. Regardless of procs loading window or amount remaining.
{
double amtRemBefore = (double)(listAccountChargesIncludeAll?.FirstOrDefault(x => x.Tag.GetType() == typeof(ProcExtended) &&
((ProcExtended)x.Tag).Proc.ProcNum == procEntry.Proc.ProcNum) ?? entry).AmountStart;
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, amtRemBefore);
retVal.Add(multiEntry);
}
else if (calc.In(CreditCalcType.IncludeAll, CreditCalcType.AllocatedOnly) && (entry.AmountEnd != 0 || isProcSelectedInAccount))
{
//Unpaid procedures should always show per Nathan. If proc was specifically selected before entering window, show it anyways.
multiEntry = new MultiAdjEntry(procEntry.Proc, (double)entry.AmountStart, (double)entry.AmountEnd, (double)entry.AmountStart);
retVal.Add(multiEntry);
}
}
OrderListGridEntries();
return(retVal);
}