private void FormAdjust_Load(object sender, System.EventArgs e)
{
if (AvaTax.IsEnabled())
{
//We do not want to allow the user to make edits or delete SalesTax and SalesTaxReturn Adjustments. Popup if no permission so user knows why disabled.
if (AvaTax.IsEnabled() &&
(_adjustmentCur.AdjType == AvaTax.SalesTaxAdjType || _adjustmentCur.AdjType == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
DisableForm(textNote, butCancel);
textNote.ReadOnly = true; //This will allow the user to copy the note if desired.
}
}
if (IsNew)
{
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, true)) //Date not checked here. Message will show later.
{
if (!Security.IsAuthorized(Permissions.AdjustmentEditZero, true)) //Let user create an adjustment of zero if they have this perm.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
DialogResult = DialogResult.Cancel;
return;
}
//Make sure amount is 0 after OK click.
_checkZeroAmount = true;
}
}
else
{
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, _adjustmentCur.AdjDate))
{
butOK.Enabled = false;
butDelete.Enabled = false;
//User can't edit but has edit zero amount perm. Allow delete only if date is today.
if (Security.IsAuthorized(Permissions.AdjustmentEditZero, true) &&
_adjustmentCur.AdjAmt == 0 &&
_adjustmentCur.DateEntry.Date == MiscData.GetNowDateTime().Date)
{
butDelete.Enabled = true;
}
}
bool isAttachedToPayPlan = PayPlanLinks.GetForFKeyAndLinkType(_adjustmentCur.AdjNum, PayPlanLinkType.Adjustment).Count > 0;
_listSplitsForAdjustment = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
if (_listSplitsForAdjustment.Count > 0 || isAttachedToPayPlan)
{
butAttachProc.Enabled = false;
butDetachProc.Enabled = false;
labelProcDisabled.Visible = true;
}
//Do not let the user change the adjustment type if the current adjustment is a "discount plan" adjustment type.
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp")
{
labelAdditions.Text = Lan.g(this, "Discount Plan") + ": " + Defs.GetName(DefCat.AdjTypes, _adjustmentCur.AdjType);
labelSubtractions.Visible = false;
listTypePos.Visible = false;
listTypeNeg.Visible = false;
}
}
textDateEntry.Text = _adjustmentCur.DateEntry.ToShortDateString();
textAdjDate.Text = _adjustmentCur.AdjDate.ToShortDateString();
textProcDate.Text = _adjustmentCur.ProcDate.ToShortDateString();
if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "+") //pos
{
textAmount.Text = _adjustmentCur.AdjAmt.ToString("F");
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "-") //neg
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
else if (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp") //Discount Plan (neg)
{
textAmount.Text = (-_adjustmentCur.AdjAmt).ToString("F"); //shows without the neg sign
}
comboClinic.SelectedClinicNum = _adjustmentCur.ClinicNum;
comboProv.SetSelectedProvNum(_adjustmentCur.ProvNum);
FillComboProv();
if (_adjustmentCur.ProcNum != 0 && PrefC.GetInt(PrefName.RigorousAdjustments) == (int)RigorousAdjustments.EnforceFully)
{
comboProv.Enabled = false;
butPickProv.Enabled = false;
comboClinic.Enabled = false;
if (Security.IsAuthorized(Permissions.Setup, true))
{
labelEditAnyway.Visible = true;
butEditAnyway.Visible = true;
}
}
//prevents FillProcedure from being called too many times. Event handlers hooked back up after the lists are filled.
listTypeNeg.SelectedIndexChanged -= listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged -= listTypePos_SelectedIndexChanged;
List <Def> adjCat = Defs.GetDefsForCategory(DefCat.AdjTypes, true);
//Positive adjustment types
_listAdjPosCats = adjCat.FindAll(x => x.ItemValue == "+");
_listAdjPosCats.ForEach(x => listTypePos.Items.Add(x.ItemName));
listTypePos.SelectedIndex = _listAdjPosCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType); //can be -1
//Negative adjustment types
_listAdjNegCats = adjCat.FindAll(x => x.ItemValue == "-");
_listAdjNegCats.ForEach(x => listTypeNeg.Items.Add(x.ItemName));
listTypeNeg.SelectedIndex = _listAdjNegCats.FindIndex(x => x.DefNum == _adjustmentCur.AdjType);//can be -1
listTypeNeg.SelectedIndexChanged += listTypeNeg_SelectedIndexChanged;
listTypePos.SelectedIndexChanged += listTypePos_SelectedIndexChanged;
FillProcedure();
textNote.Text = _adjustmentCur.AdjNote;
}
private void butOK_Click(object sender, System.EventArgs e)
{
bool isDiscountPlanAdj = (Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp");
if (textAdjDate.errorProvider1.GetError(textAdjDate) != "" ||
textProcDate.errorProvider1.GetError(textProcDate) != "" ||
textAmount.errorProvider1.GetError(textAmount) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (PIn.Date(textAdjDate.Text).Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
MsgBox.Show(this, "Adjustment date can not be in the future.");
return;
}
if (textAmount.Text == "")
{
MessageBox.Show(Lan.g(this, "Please enter an amount."));
return;
}
if (!isDiscountPlanAdj && listTypeNeg.SelectedIndex == -1 && listTypePos.SelectedIndex == -1)
{
MsgBox.Show(this, "Please select a type first.");
return;
}
if (IsNew && AvaTax.IsEnabled() && listTypePos.SelectedIndex > -1 &&
(_listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxAdjType || _listAdjPosCats[listTypePos.SelectedIndex].DefNum == AvaTax.SalesTaxReturnAdjType) &&
!Security.IsAuthorized(Permissions.SalesTaxAdjEdit))
{
return;
}
if (PrefC.GetInt(PrefName.RigorousAdjustments) == 0 && _adjustmentCur.ProcNum == 0)
{
MsgBox.Show(this, "You must attach a procedure to the adjustment.");
return;
}
if (_adjRemAmt < 0)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Remaining amount is negative. Continue?", "Overpaid Procedure Warning"))
{
return;
}
}
bool changeAdjSplit = false;
List <PaySplit> listPaySplitsForAdjust = new List <PaySplit>();
if (IsNew)
{
//prevents backdating of initial adjustment
if (!Security.IsAuthorized(Permissions.AdjustmentCreate, PIn.Date(textAdjDate.Text), true)) //Give message later.
{
if (!_checkZeroAmount) //Let user create as long as Amount is zero and has edit zero permissions. This was checked on load.
{
MessageBox.Show(Lans.g("Security", "Not authorized for") + "\r\n" + GroupPermissions.GetDesc(Permissions.AdjustmentCreate));
return;
}
}
}
else
{
//Editing an old entry will already be blocked if the date was too old, and user will not be able to click OK button
//This catches it if user changed the date to be older.
if (!Security.IsAuthorized(Permissions.AdjustmentEdit, PIn.Date(textAdjDate.Text)))
{
return;
}
if (_adjustmentCur.ProvNum != comboProv.GetSelectedProvNum())
{
listPaySplitsForAdjust = PaySplits.GetForAdjustments(new List <long>()
{
_adjustmentCur.AdjNum
});
foreach (PaySplit paySplit in listPaySplitsForAdjust)
{
if (!Security.IsAuthorized(Permissions.PaymentEdit, Payments.GetPayment(paySplit.PayNum).PayDate))
{
return;
}
if (comboProv.GetSelectedProvNum() != paySplit.ProvNum && PrefC.GetInt(PrefName.RigorousAccounting) == (int)RigorousAdjustments.EnforceFully)
{
changeAdjSplit = true;
break;
}
}
if (changeAdjSplit &&
!MsgBox.Show(this, MsgBoxButtons.OKCancel, "The provider for the associated payment splits will be changed to match the provider on the "
+ "adjustment."))
{
return;
}
}
}
//DateEntry not allowed to change
DateTime datePreviousChange = _adjustmentCur.SecDateTEdit;
_adjustmentCur.AdjDate = PIn.Date(textAdjDate.Text);
_adjustmentCur.ProcDate = PIn.Date(textProcDate.Text);
_adjustmentCur.ProvNum = comboProv.GetSelectedProvNum();
_adjustmentCur.ClinicNum = comboClinic.SelectedClinicNum;
if (listTypePos.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjPosCats[listTypePos.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = PIn.Double(textAmount.Text);
}
if (listTypeNeg.SelectedIndex != -1)
{
_adjustmentCur.AdjType = _listAdjNegCats[listTypeNeg.SelectedIndex].DefNum;
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (isDiscountPlanAdj)
{
//AdjustmentCur.AdjType is already set to a "discount plan" adj type.
_adjustmentCur.AdjAmt = -PIn.Double(textAmount.Text);
}
if (_checkZeroAmount && _adjustmentCur.AdjAmt != 0)
{
MsgBox.Show(this, "Amount has to be 0.00 due to security permission.");
return;
}
_adjustmentCur.AdjNote = textNote.Text;
try{
if (IsNew)
{
Adjustments.Insert(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentCreate, _adjustmentCur.PatNum,
_patCur.GetNameLF() + ", "
+ _adjustmentCur.AdjAmt.ToString("c"));
TsiTransLogs.CheckAndInsertLogsIfAdjTypeExcluded(_adjustmentCur, _isTsiAdj);
}
else
{
Adjustments.Update(_adjustmentCur);
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit, _adjustmentCur.PatNum, _patCur.GetNameLF() + ", " + _adjustmentCur.AdjAmt.ToString("c"), 0
, datePreviousChange);
}
}
catch (Exception ex) { //even though it doesn't currently throw any exceptions
MessageBox.Show(ex.Message);
return;
}
if (changeAdjSplit)
{
PaySplits.UpdateProvForAdjust(_adjustmentCur, listPaySplitsForAdjust);
}
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
if (!checkAllBilling.Checked && listBillingTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one Billing Type must be selected.");
return;
}
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one Provider must be selected.");
return;
}
if (PrefC.HasClinicsEnabled)
{
if (!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> listProvNums = new List <long>();
List <long> listClinicNums = new List <long>();
List <long> listBillingTypeDefNums = new List <long>();
if (checkAllProv.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
}
}
else
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProv.SelectedIndices[i]].ProvNum);
}
}
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked)
{
if (!Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(0);
}
for (int i = 0; i < _listClinics.Count; i++)
{
listClinicNums.Add(_listClinics[i].ClinicNum);
}
}
else
{
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 (checkAllBilling.Checked)
{
for (int i = 0; i < _listBillingTypeDefs.Count; i++)
{
listBillingTypeDefNums.Add(_listBillingTypeDefs[i].DefNum);
}
}
else
{
for (int i = 0; i < listBillingTypes.SelectedIndices.Count; i++)
{
listBillingTypeDefNums.Add(_listBillingTypeDefs[listBillingTypes.SelectedIndices[i]].DefNum);
}
}
DataTable tablePats = RpActivePatients.GetActivePatientTable(dateStart.SelectionStart, dateEnd.SelectionStart, listProvNums, listClinicNums
, listBillingTypeDefNums, checkAllProv.Checked, checkAllClin.Checked, checkAllBilling.Checked);
string subtitleProvs = "";
string subtitleClinics = "";
string subtitleBilling = "";
if (checkAllProv.Checked)
{
subtitleProvs = Lan.g(this, "All Providers");
}
else
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleProvs += ", ";
}
subtitleProvs += _listProviders[listProv.SelectedIndices[i]].Abbr;
}
}
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked)
{
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
}
}
}
}
}
if (checkAllBilling.Checked)
{
subtitleBilling = Lan.g(this, "All Billing Types");
}
else
{
for (int i = 0; i < listBillingTypes.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleBilling += ", ";
}
subtitleBilling += Defs.GetValue(DefCat.BillingTypes, _listBillingTypeDefs[listBillingTypes.SelectedIndices[i]].DefNum);
}
}
report.ReportName = Lan.g(this, "Active Patients");
report.AddTitle("Title", Lan.g(this, "Active Patients"));
report.AddSubTitle("Date", dateStart.SelectionStart.ToShortDateString() + " - " + dateEnd.SelectionStart.ToShortDateString());
report.AddSubTitle("Providers", subtitleProvs);
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
report.AddSubTitle("Billing", subtitleBilling);
QueryObject query;
if (PrefC.HasClinicsEnabled)
{
query = report.AddQuery(tablePats, "", "clinic", SplitByKind.Value, 0);
}
else
{
query = report.AddQuery(tablePats, "", "", SplitByKind.None, 0);
}
query.AddColumn("Name", 150, FieldValueType.String);
query.AddColumn("Provider", 80, FieldValueType.String);
query.AddColumn("Address", 150, FieldValueType.String);
query.AddColumn("Address2", 90, FieldValueType.String);
query.AddColumn("City", 100, FieldValueType.String);
query.AddColumn("State", 40, FieldValueType.String);
query.AddColumn("Zip", 70, FieldValueType.String);
query.AddColumn("Carrier", 120, FieldValueType.String);
query.AddGroupSummaryField("Patient Count:", "Carrier", "Name", SummaryOperation.Count);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
//DialogResult=DialogResult.OK;
}
private void FillProcedure()
{
if (_adjustmentCur.ProcNum == 0)
{
textProcDate2.Text = "";
textProcProv.Text = "";
textProcTooth.Text = "";
textProcDescription.Text = "";
textProcFee.Text = "";
textProcWriteoff.Text = "";
textProcInsPaid.Text = "";
textProcInsEst.Text = "";
textProcAdj.Text = "";
textProcPatPaid.Text = "";
textProcAdjCur.Text = "";
labelProcRemain.Text = "";
_adjRemAmt = 0;
return;
}
Procedure procCur = Procedures.GetOneProc(_adjustmentCur.ProcNum, false);
List <ClaimProc> listClaimProcs = ClaimProcs.Refresh(procCur.PatNum);
List <Adjustment> listAdjustments = Adjustments.Refresh(procCur.PatNum)
.Where(x => x.ProcNum == procCur.ProcNum && x.AdjNum != _adjustmentCur.AdjNum).ToList();
textProcDate.Text = procCur.ProcDate.ToShortDateString();
textProcDate2.Text = procCur.ProcDate.ToShortDateString();
textProcProv.Text = Providers.GetAbbr(procCur.ProvNum);
textProcTooth.Text = Tooth.ToInternat(procCur.ToothNum);
textProcDescription.Text = ProcedureCodes.GetProcCode(procCur.CodeNum).Descript;
double procWO = -ClaimProcs.ProcWriteoff(listClaimProcs, procCur.ProcNum);
double procInsPaid = -ClaimProcs.ProcInsPay(listClaimProcs, procCur.ProcNum);
double procInsEst = -ClaimProcs.ProcEstNotReceived(listClaimProcs, procCur.ProcNum);
double procAdj = listAdjustments.Sum(x => x.AdjAmt);
double procPatPaid = -PaySplits.GetTotForProc(procCur);
textProcFee.Text = procCur.ProcFeeTotal.ToString("F");
textProcWriteoff.Text = procWO == 0?"":procWO.ToString("F");
textProcInsPaid.Text = procInsPaid == 0?"":procInsPaid.ToString("F");
textProcInsEst.Text = procInsEst == 0?"":procInsEst.ToString("F");
textProcAdj.Text = procAdj == 0?"":procAdj.ToString("F");
textProcPatPaid.Text = procPatPaid == 0?"":procPatPaid.ToString("F");
//Intelligently sum the values above based on statuses instead of blindly adding all of the values together.
//The remaining amount is typically called the "patient portion" so utilze the centralized method that gets the patient portion.
decimal patPort = ClaimProcs.GetPatPortion(procCur, listClaimProcs, listAdjustments);
double procAdjCur = 0;
if (textAmount.errorProvider1.GetError(textAmount) == "")
{
if (listTypePos.SelectedIndex > -1) //pos
{
procAdjCur = PIn.Double(textAmount.Text);
}
else if (listTypeNeg.SelectedIndex > -1 || Defs.GetValue(DefCat.AdjTypes, _adjustmentCur.AdjType) == "dp") //neg or discount plan
{
procAdjCur = -PIn.Double(textAmount.Text);
}
}
textProcAdjCur.Text = procAdjCur == 0?"":procAdjCur.ToString("F");
//Add the current adjustment amount to the patient portion which will give the newly calculated remaining amount.
_adjRemAmt = (decimal)procAdjCur + (decimal)procPatPaid + patPort;
labelProcRemain.Text = _adjRemAmt.ToString("c");
}
private void FillGrid()
{
Recalls.Synch(PatNum);
Recalls.SynchScheduledApptFull(PatNum);
RecallList = Recalls.GetList(PatNum);
gridMain.BeginUpdate();
gridMain.ListGridColumns.Clear();
GridColumn col = new GridColumn(Lan.g("TableRecallsPat", "Type"), 90);
gridMain.ListGridColumns.Add(col);
//col=new ODGridColumn(Lan.g("TableRecallsPat","Disabled"),60,HorizontalAlignment.Center);
//gridMain.Columns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "PreviousDate"), 80);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "Due Date"), 80);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "Sched Date"), 80);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "Interval"), 70);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "Status"), 80);
gridMain.ListGridColumns.Add(col);
col = new GridColumn(Lan.g("TableRecallsPat", "Note"), 100);
gridMain.ListGridColumns.Add(col);
gridMain.ListGridRows.Clear();
GridRow row;
GridCell cell;
IsPerio = false;
butPerio.Text = Lan.g(this, "Set Perio");
string cellStr;
for (int i = 0; i < RecallList.Count; i++)
{
if (PrefC.GetLong(PrefName.RecallTypeSpecialPerio) == RecallList[i].RecallTypeNum)
{
IsPerio = true;
butPerio.Text = Lan.g(this, "Set Prophy");
}
row = new GridRow();
row.Cells.Add(RecallTypes.GetDescription(RecallList[i].RecallTypeNum));
//if(RecallList[i].IsDisabled){
// row.Cells.Add("X");
//}
//else{
// row.Cells.Add("");
//}
if (RecallList[i].DatePrevious.Year < 1880)
{
row.Cells.Add("");
}
else
{
row.Cells.Add(RecallList[i].DatePrevious.ToShortDateString());
}
if (RecallList[i].DateDue.Year < 1880)
{
row.Cells.Add("");
}
else
{
cell = new GridCell(RecallList[i].DateDue.ToShortDateString());
if (RecallList[i].DateDue < DateTime.Today)
{
cell.Bold = YN.Yes;
cell.ColorText = Color.Firebrick;
}
row.Cells.Add(cell);
}
if (RecallList[i].DateScheduled.Year < 1880)
{
row.Cells.Add("");
}
else
{
row.Cells.Add(RecallList[i].DateScheduled.ToShortDateString());
}
row.Cells.Add(RecallList[i].RecallInterval.ToString());
row.Cells.Add(Defs.GetValue(DefCat.RecallUnschedStatus, RecallList[i].RecallStatus));
cellStr = "";
if (RecallList[i].IsDisabled)
{
cellStr += Lan.g(this, "Disabled");
}
if (RecallList[i].DisableUntilDate.Year > 1880)
{
if (cellStr != "")
{
cellStr += ", ";
}
cellStr += Lan.g(this, "Disabled until ") + RecallList[i].DisableUntilDate.ToShortDateString();
}
if (RecallList[i].DisableUntilBalance > 0)
{
if (cellStr != "")
{
cellStr += ", ";
}
cellStr += Lan.g(this, "Disabled until balance ") + RecallList[i].DisableUntilBalance.ToString("c");
}
if (RecallList[i].Note != "")
{
if (cellStr != "")
{
cellStr += ", ";
}
cellStr += RecallList[i].Note;
}
row.Cells.Add(cellStr);
gridMain.ListGridRows.Add(row);
}
gridMain.EndUpdate();
}