/// <summary>Returns true if ClaimProcAllowCreditsGreaterThanProcFee preference allows the user to add credits greater than the proc fee. Otherwise returns false </summary>
private bool isClaimProcGreaterThanProcFee()
{
ClaimProcCreditsGreaterThanProcFee creditsGreaterPref = (ClaimProcCreditsGreaterThanProcFee)PrefC.GetInt(PrefName.ClaimProcAllowCreditsGreaterThanProcFee);
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Allow)
{
return(true);
}
List <Procedure> listProcs = Procedures.GetManyProc(ClaimProcsToEdit.Select(x => x.ProcNum).ToList(), false);
List <ClaimProc> listClaimProcsForPat = ClaimProcs.Refresh(PatCur.PatNum);
List <PaySplit> listPaySplitForSelectedCP = PaySplits.GetPaySplitsFromProcs(ClaimProcsToEdit.Select(x => x.ProcNum).ToList());
List <Adjustment> listAdjForSelectedCP = Adjustments.GetForProcs(ClaimProcsToEdit.Select(x => x.ProcNum).ToList());
bool isCreditGreater = false;
List <string> listProcDescripts = new List <string>();
for (int i = 0; i < ClaimProcsToEdit.Length; i++)
{
ClaimProc claimProcCur = ClaimProcsToEdit[i];
int insPayIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Ins Pay"));
int writeoffIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Writeoff"));
int feeAcctIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Fee"));
decimal insPayAmt = (decimal)ClaimProcs.ProcInsPay(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[insPayIdx].Text);
decimal writeOff = (decimal)ClaimProcs.ProcWriteoff(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[writeoffIdx].Text);
decimal feeAcct = PIn.Decimal(gridMain.ListGridRows[i].Cells[feeAcctIdx].Text);
decimal adj = listAdjForSelectedCP.Where(x => x.ProcNum == claimProcCur.ProcNum).Select(x => (decimal)x.AdjAmt).Sum();
decimal patPayAmt = listPaySplitForSelectedCP.Where(x => x.ProcNum == claimProcCur.ProcNum).Select(x => (decimal)x.SplitAmt).Sum();
//Any changes to this calculation should also consider FormClaimProc.IsClaimProcGreaterThanProcFee().
decimal creditRem = feeAcct - patPayAmt - insPayAmt - writeOff + adj;
isCreditGreater |= (creditRem.IsLessThanZero());
if (creditRem.IsLessThanZero())
{
Procedure proc = listProcs.FirstOrDefault(x => x.ProcNum == claimProcCur.ProcNum);
listProcDescripts.Add((proc == null ? "" : ProcedureCodes.GetProcCode(proc.CodeNum).ProcCode)
+ "\t" + Lan.g(this, "Fee") + ": " + feeAcct.ToString("F")
+ "\t" + Lan.g(this, "Credits") + ": " + (Math.Abs(-patPayAmt - insPayAmt - writeOff + adj)).ToString("F")
+ "\t" + Lan.g(this, "Remaining") + ": (" + Math.Abs(creditRem).ToString("F") + ")");
}
}
if (!isCreditGreater)
{
return(true);
}
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Block)
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Remaining amount is negative for the following procedures") + ":\r\n"
+ string.Join("\r\n", listProcDescripts) + "\r\n" + Lan.g(this, "Not allowed to continue."));
msgBox.Text = Lan.g(this, "Overpaid Procedure Warning");
msgBox.ShowDialog();
return(false);
}
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Warn)
{
return(MessageBox.Show(Lan.g(this, "Remaining amount is negative for the following procedures") + ":\r\n"
+ string.Join("\r\n", listProcDescripts.Take(10)) + "\r\n" + (listProcDescripts.Count > 10?"...\r\n":"") + Lan.g(this, "Continue?")
, Lan.g(this, "Overpaid Procedure Warning"), MessageBoxButtons.OKCancel) == DialogResult.OK);
}
return(true); //should never get to this line, only possible if another enum value is added to allow, warn, and block
}
private void butShow_Click(object sender, EventArgs e)
{
if (gridMain.SelectedIndices.Length == 0)
{
MessageBox.Show("Please select lab panels first.");
return;
}
List <LabPanel> panels = new List <LabPanel>();
for (int i = 0; i < gridMain.SelectedIndices.Length; i++)
{
panels.Add(listLP[gridMain.SelectedIndices[i]]);
}
OpenDentBusiness.HL7.EhrORU oru = new OpenDentBusiness.HL7.EhrORU();
Cursor = Cursors.WaitCursor;
try {
oru.Initialize(panels);
}
catch (ApplicationException ex) {
Cursor = Cursors.Default;
MessageBox.Show(ex.Message);
return;
}
string outputStr = oru.GenerateMessage();
Cursor = Cursors.Default;
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(outputStr);
msgbox.ShowDialog();
}
private void butDelete_Click(object sender, System.EventArgs e)
{
if (IsNew)
{
DialogResult = DialogResult.Cancel;
}
else
{
string inuseby = ReqStudents.InUseBy(ReqCur.ReqNeededNum);
if (inuseby != "")
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Requirement is already in use by student(s) with grade point(s) attached."
+ "\r\n" + Lan.g(this, "Delete anyway? Student grades will not be affected."))
+ "\r\n" + inuseby);
msgBox.ShowDialog();
if (msgBox.DialogResult != DialogResult.OK)
{
return;
}
}
if (!MsgBox.Show(this, true, "Delete this Requirement?"))
{
return;
}
}
ReqCur = null;
DialogResult = DialogResult.OK;
}
private void butPreview_Click(object sender, EventArgs e)
{
if (!VerifyOutputs())
{
return;
}
StringBuilder sb = new StringBuilder();
sb.AppendLine("------ " + Lan.g(this, "Notification email that will be sent to the patient's email address:"));
if (_allowSendNotificationMessage)
{
sb.AppendLine(Lan.g(this, "Subject") + ": " + SubjectInsecure);
sb.AppendLine(Lan.g(this, "Body") + ": " + BodyTextInsecure);
}
else
{
sb.AppendLine(Lan.g(this, "------ " + Lan.g(this, "Notification email settings are not set up. Click Setup from the web mail message edit window"
+ " to set up notification emails") + " ------"));
}
sb.AppendLine();
sb.AppendLine("------ " + Lan.g(this, "Secure web mail message that will be sent to the patient's portal:"));
sb.AppendLine(Lan.g(this, "Subject") + ": " + textSubject.Text);
sb.AppendLine(Lan.g(this, "Body") + ": " + textBody.Text.Replace("\n", "\r\n"));
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(sb.ToString());
msgBox.ShowDialog();
}
/// <summary>Will only convert to MyISAM if default storage engine set to MyISAM.</summary>
private void butToMyIsam_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "This will convert all tables in the database to the MyISAM storage engine. This may take several minutes.\r\nContinue?"))
{
return;
}
if (InnoDb.GetDefaultEngine() == "InnoDB")
{
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(
Lan.g("FormInnoDB", "You will first need to change your default storage engine to MyISAM. Make sure that the following line is in your my.ini file: \r\n"
+ "default-storage-engine=MyISAM.\r\n"
+ "Then, restart the MySQL service and return here."));
msgbox.ShowDialog();
return;
}
if (!Shared.MakeABackup(BackupLocation.InnoDbTool))
{
return; //A message has already shown that the backup failed.
}
Cursor = Cursors.WaitCursor;
textBox1.Text += Lans.g("FormInnoDb", "Default Storage Engine: " + InnoDb.GetDefaultEngine().ToString() + "\r\n");
Application.DoEvents();
int numchanged = InnoDb.ConvertTables("InnoDB", "MyISAM");
textBox1.Text += Lan.g("FormInnoDb", "Number of tables converted to MyISAM: ") + numchanged.ToString() + "\r\n";
Application.DoEvents();
textBox1.Text += InnoDb.GetEngineCount();
Application.DoEvents();
Cursor = Cursors.Default;
}
///<summary>only visible if Canadian</summary>
private void butPrintAck_Click(object sender, EventArgs e)
{
try {
new FormCCDPrint(AckCur, textAckMessage.Text, false); //Show the form on screen and make the user print manually if they desire to print.
}
catch (Exception ex) {
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Failed to preview acknowledgment.") + "\r\n" + ex.Message);
msgBox.ShowDialog();
}
}
private void butRun_Click(object sender, EventArgs e)
{
List <ClaimPaySplit> splits = Claims.GetInsPayNotAttachedForFixTool();
if (splits.Count == 0)
{
MsgBox.Show(this, "There are currently no insurance payments that are not attached to an insurance check.");
DialogResult = DialogResult.OK; //Close the window because there is nothing else to do
return;
}
Cursor = Cursors.WaitCursor;
string invalidClaimDate = "";
DateTime curDate = MiscData.GetNowDateTime().Date;
for (int i = 0; i < splits.Count; i++)
{
Claim claim = Claims.GetClaim(splits[i].ClaimNum);
if (claim == null)
{
continue;
}
if (claim.DateReceived.Date > curDate && !PrefC.GetBool(PrefName.AllowFutureInsPayments) && !PrefC.GetBool(PrefName.FutureTransDatesAllowed))
{
invalidClaimDate += "\r\n" + Lan.g(this, "PatNum") + " " + claim.PatNum + ", " + claim.DateService.ToShortDateString();
continue;
}
ClaimPayment cp = new ClaimPayment();
cp.CheckDate = claim.DateReceived;
cp.CheckAmt = splits[i].InsPayAmt;
cp.ClinicNum = claim.ClinicNum;
cp.CarrierName = splits[i].Carrier;
cp.PayType = Defs.GetFirstForCategory(DefCat.InsurancePaymentType, true).DefNum;
ClaimPayments.Insert(cp);
List <ClaimProc> claimP = ClaimProcs.RefreshForClaim(splits[i].ClaimNum);
for (int j = 0; j < claimP.Count; j++)
{
if (claimP[j].ClaimPaymentNum != 0 || claimP[j].InsPayAmt == 0) //If claimpayment already attached to claimproc or ins didn't pay.
{
continue; //Do not change
}
claimP[j].DateCP = claim.DateReceived;
claimP[j].ClaimPaymentNum = cp.ClaimPaymentNum;
ClaimProcs.Update(claimP[j]);
}
}
Cursor = Cursors.Default;
if (invalidClaimDate != "")
{
invalidClaimDate = "\r\n" + Lan.g(this, "Cannot make future-dated insurance payments for these claims:") + invalidClaimDate;
}
MsgBoxCopyPaste messageBox = new MsgBoxCopyPaste(Lan.g(this, "Insurance checks created:") + " " + splits.Count + invalidClaimDate);
messageBox.ShowDialog();
DialogResult = DialogResult.OK; //Close the window because there is nothing else to do
}
private void butShowXml_Click(object sender, EventArgs e)
{
string strCcd = File.ReadAllText(StrXmlFilePath);
//Reformat to add newlines after each element to make more readable.
strCcd = strCcd.Replace("\r\n", "").Replace("\n", "").Replace("\r", ""); //Remove existsing newlines.
strCcd = strCcd.Replace(">", ">\r\n");
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(strCcd);
msgbox.ShowDialog();
}
private void checkIsHidden_Click(object sender, EventArgs e)
{
//Don't allow fees to be hidden if they are in use by a provider.
if (!checkIsHidden.Checked)
{
return; //Unhiding a fee. OK.
}
if (FeeSchedCur.FeeSchedType != FeeScheduleType.Normal)
{
return; //Not Normal fee. Not in use by a provider.
}
List <InsPlan> listInsPlanForFeeSched = InsPlans.GetForFeeSchedNum(FeeSchedCur.FeeSchedNum);
if (listInsPlanForFeeSched.Count > 0)
{
string insPlanMsg = Lan.g(this, "This fee schedule is tied to") + " "
+ listInsPlanForFeeSched.Count + " " + Lan.g(this, "insurance plans.") + " " + Lan.g(this, "Continue?");
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, insPlanMsg))
{
checkIsHidden.Checked = false;
return;
}
}
string providersUsingFee = "";
for (int i = 0; i < _listProviders.Count; i++)
{
if (FeeSchedCur.FeeSchedNum == _listProviders[i].FeeSched)
{
if (providersUsingFee != "") //There is a name before this on the list
{
providersUsingFee += ", ";
}
providersUsingFee += _listProviders[i].Abbr;
}
}
if (providersUsingFee != "")
{
MessageBox.Show(Lan.g(this, "Cannot hide. Fee schedule is currently in use by the following providers") + ":\r\n" + providersUsingFee);
checkIsHidden.Checked = false;
}
string patsUsingFee = "";
//Don't allow fee schedules to be hidden if they are in use by a non-deleted patient.
List <Patient> listPats = Patients.GetForFeeSched(FeeSchedCur.FeeSchedNum).FindAll(x => x.PatStatus != PatientStatus.Deleted);
patsUsingFee = string.Join("\r\n", listPats.Select(x => x.LName + ", " + x.FName));
if (patsUsingFee != "")
{
MsgBoxCopyPaste msgBoxCP = new MsgBoxCopyPaste(Lan.g(this, "Cannot hide. Fee schedule currently in use by the following non-deleted patients")
+ ":\r\n" + patsUsingFee);
msgBoxCP.ShowDialog();
checkIsHidden.Checked = false;
}
}
private void butExport_Click(object sender, EventArgs e)
{
if (gridCustomSheet.GetSelectedIndex() == -1)
{
MsgBox.Show(this, "Please select a sheet from the list first.");
return;
}
SheetDef sheetdef = SheetDefs.GetSheetDef(_listSheetDefs[gridCustomSheet.GetSelectedIndex()].SheetDefNum);
List <SheetFieldDef> listFieldDefImages = sheetdef.SheetFieldDefs
.Where(x => x.FieldType == SheetFieldType.Image && x.FieldName != "Patient Info.gif")
.ToList();
if (!listFieldDefImages.IsNullOrEmpty()) //Alert them of any images they need to copy if there are any.
{
string sheetImagesPath = "";
ODException.SwallowAnyException(() => {
sheetImagesPath = SheetUtil.GetImagePath();
});
StringBuilder strBuilder = new StringBuilder();
strBuilder.AppendLine(Lan.g(this, "The following images will need to be manually imported with the same file name when importing this "
+ "sheet to a new environment."));
strBuilder.AppendLine();
listFieldDefImages.ForEach(x => strBuilder.AppendLine(ODFileUtils.CombinePaths(sheetImagesPath, x.FieldName)));
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(strBuilder.ToString());
msgBox.ShowDialog();
}
XmlSerializer serializer = new XmlSerializer(typeof(SheetDef));
string filename = "SheetDefCustom.xml";
if (ODBuild.IsWeb())
{
StringBuilder strbuild = new StringBuilder();
using (XmlWriter writer = XmlWriter.Create(strbuild)) {
serializer.Serialize(writer, sheetdef);
}
ThinfinityUtils.ExportForDownload(filename, strbuild.ToString());
}
else
{
SaveFileDialog saveDlg = new SaveFileDialog();
saveDlg.InitialDirectory = PrefC.GetString(PrefName.ExportPath);
saveDlg.FileName = filename;
if (saveDlg.ShowDialog() != DialogResult.OK)
{
return;
}
using (TextWriter writer = new StreamWriter(saveDlg.FileName)) {
serializer.Serialize(writer, sheetdef);
}
}
MsgBox.Show(this, "Exported");
}
private void ShowRawMessage_Clicked(object sender, System.EventArgs e)
{
//accessed by right clicking on history
if (gridHistory.SelectedIndices.Length != 1)
{
MsgBox.Show(this, "Please select exactly one item first.");
return;
}
Etrans et = Etranss.GetEtrans(PIn.PInt(tableHistory.Rows[gridHistory.SelectedIndices[0]]["EtransNum"].ToString()));
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(et.MessageText);
msgbox.ShowDialog();
}
private void butManEdit_Click(object sender, EventArgs e)
{
//PumpGridIntoTable();
Markup = GenerateMarkup();
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(Markup);
msgbox.ShowDialog();
if (msgbox.DialogResult != DialogResult.OK)
{
return;
}
Markup = msgbox.textMain.Text;
ParseMarkup();
FillGrid();
}
private void ManuallyEdit()
{
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(Markup);
msgbox.ShowDialog();
if (msgbox.DialogResult == DialogResult.OK)
{
Markup = msgbox.textMain.Text;
ParseMarkup(); //try again
}
else
{
DialogResult = DialogResult.Cancel;
}
}
private void butShowXml_Click(object sender, EventArgs e)
{
string ccd = "";
try {
ccd = EhrCCD.GenerateElectronicCopy(PatCur);
}
catch (Exception ex) {
MessageBox.Show(ex.Message);
return;
}
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(ccd);
msgbox.ShowDialog();
}
/// <summary>Will only convert to InnoDB if default storage engine set to InnoDB and skip-innodb is not in my.ini file, which disables InnoDB engine.</summary>
private void butToInnoDb_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "This will convert all tables in the database to the InnoDB storage engine. This may take several minutes.\r\nContinue?"))
{
return;
}
if (!InnoDb.IsInnodbAvail())
{
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(
Lan.g("FormInnoDb", "InnoDB storage engine is disabled. In order for InnoDB tables to work you must comment out the skip-innodb line in your my.ini file, like this:\r\n"
+ "#skip-innodb\r\n"
+ "and, if present, comment out the default-storage-engine line like this: \r\n"
+ "#default-storage-engine=MyISAM.\r\n"
+ "Then, restart the MySQL service and return here."));
msgbox.ShowDialog();
return;
}
if (InnoDb.GetDefaultEngine() == "MyISAM")
{
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(
Lan.g("FormInnoDB", "You will first need to change your default storage engine to InnoDB. In your my.ini file, comment out the default-storage-engine line like this: \r\n"
+ "#default-storage-engine=MyISAM.\r\n"
+ "Then, restart the MySQL service and return here."));
msgbox.ShowDialog();
return;
}
try {
MiscData.MakeABackup();
}
catch (Exception ex) {
if (ex.Message != "")
{
MessageBox.Show(ex.Message);
}
MsgBox.Show("FormInnoDb", "Backup failed. Your database has not been altered.");
return;
}
Cursor = Cursors.WaitCursor;
textBox1.Text += Lans.g("FormInnoDb", "Default Storage Engine: " + InnoDb.GetDefaultEngine().ToString() + "\r\n");
Application.DoEvents();
int numchanged = InnoDb.ConvertTables("MyISAM", "InnoDB");
textBox1.Text += Lan.g("FormInnoDb", "Number of tables converted to InnoDB: ") + numchanged.ToString() + "\r\n";
Application.DoEvents();
textBox1.Text += InnoDb.GetEngineCount();
Application.DoEvents();
Cursor = Cursors.Default;
}
private void butRun_Click(object sender, EventArgs e)
{
if (gridMain.SelectedIndices.Length == 0)
{
MsgBox.Show(this, "Please make a selection first");
return;
}
string patientStatus = Lan.g("enumPatientStatus", "Patient");
string inactiveStatus = Lan.g("enumPatientStatus", "Inactive");
string msgText = Lan.g(this, "This will change the status for selected patients from") + " "
+ (_isConvertToPatient? inactiveStatus : patientStatus) + " "
+ Lans.g(this, "to") + " "
+ (_isConvertToPatient ? patientStatus : inactiveStatus) + ".\r\n" +
Lan.g(this, "Do you wish to continue?");
if (MessageBox.Show(msgText, "", MessageBoxButtons.YesNo) != DialogResult.Yes)
{
return; //The user chose not to change the statuses.
}
StringBuilder builder = new StringBuilder();
List <long> listPatNums = new List <long>();
foreach (int index in gridMain.SelectedIndices)
{
Patient patOld = (Patient)gridMain.ListGridRows[index].Tag;
Patient patCur = patOld.Copy();
listPatNums.Add(patCur.PatNum);
patCur.PatStatus = (_isConvertToPatient?PatientStatus.Patient:PatientStatus.Inactive);
Patients.UpdateRecalls(patCur, patOld, "Patient Status Tool");
Patients.Update(patCur, patOld);
builder.AppendLine(
Lans.g(this, "Patient") + " " + POut.Long(patCur.PatNum) + ": " + patCur.GetNameLF() + " "
+ Lans.g(this, "patient status changed from") + " " + (_isConvertToPatient ? inactiveStatus : patientStatus) + " "
+ Lans.g(this, "to") + " " + (_isConvertToPatient ? patientStatus : inactiveStatus)
); //Like "Patient 123: John Doe patient status changed from X to Y"
}
MsgBoxCopyPaste msg = new MsgBoxCopyPaste(builder.ToString());
msg.Text = Lans.g(this, "Done");
msg.ShowDialog();
SecurityLogs.MakeLogEntry(Permissions.SecurityAdmin, listPatNums, Lans.g(this, "Patient status changed from") + " "
+ (_isConvertToPatient ? inactiveStatus : patientStatus) + " "
+ Lans.g(this, "to") + " " + (_isConvertToPatient ? patientStatus : inactiveStatus)
+ Lans.g(this, " by the Patient Status Setter tool."));
DialogResult = DialogResult.OK;
}
///<summary>Returns true if InsPayNoWriteoffMoreThanProc preference is turned on and the sum of write off amount is greater than the proc fee.
///Otherwise returns false </summary>
private bool IsWriteOffGreaterThanProcFee()
{
if (!PrefC.GetBool(PrefName.InsPayNoWriteoffMoreThanProc))
{
return(false); //InsPayNoWriteoffMoreThanProc preference is off. No need to check.
}
List <ClaimProc> listClaimProcsForPat = ClaimProcs.Refresh(PatCur.PatNum);
List <Adjustment> listAdjustmentsForPat = Adjustments.GetForProcs(ClaimProcsToEdit.Select(x => x.ProcNum).Where(x => x != 0).ToList());
bool isWriteoffGreater = false;
List <string> listProcDescripts = new List <string>();
for (int i = 0; i < ClaimProcsToEdit.Length; i++)
{
ClaimProc claimProcCur = ClaimProcsToEdit[i];
//Fetch all adjustments for the given procedure.
List <Adjustment> listClaimProcAdjustments = listAdjustmentsForPat.Where(x => x.ProcNum == claimProcCur.ProcNum).ToList();
int writeoffIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Writeoff"));
int feeAcctIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Fee"));
decimal writeOff = (decimal)ClaimProcs.ProcWriteoff(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[writeoffIdx].Text);
decimal feeAcct = PIn.Decimal(gridMain.ListGridRows[i].Cells[feeAcctIdx].Text);
decimal adjAcct = listClaimProcAdjustments.Sum(x => (decimal)x.AdjAmt);
//Any changes to this calculation should also consider FormClaimProc.IsWriteOffGreaterThanProc().
decimal writeoffRem = feeAcct - writeOff + adjAcct;
isWriteoffGreater |= (writeoffRem.IsLessThanZero() && writeOff.IsGreaterThanZero());
if (writeoffRem.IsLessThanZero() && writeOff.IsGreaterThanZero())
{
Procedure proc = Procedures.GetProcFromList(ProcList, claimProcCur.ProcNum); //will return a new procedure if none found.
listProcDescripts.Add((proc == null ? "" : ProcedureCodes.GetProcCode(proc.CodeNum).ProcCode)
+ "\t" + Lan.g(this, "Fee") + ": " + feeAcct.ToString("F")
+ "\t" + Lan.g(this, "Adjustments") + ": " + adjAcct.ToString("F")
+ "\t" + Lan.g(this, "Write-off") + ": " + (Math.Abs(-writeOff)).ToString("F")
+ "\t" + Lan.g(this, "Remaining") + ": (" + Math.Abs(writeoffRem).ToString("F") + ")");
}
}
if (isWriteoffGreater)
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Write-off amount is greater than the adjusted procedure fee for the following "
+ "procedure(s)") + ":\r\n" + string.Join("\r\n", listProcDescripts) + "\r\n" + Lan.g(this, "Not allowed to continue."));
msgBox.Text = Lan.g(this, "Excessive Write-off");
msgBox.ShowDialog();
return(true);
}
return(false);
}
private void butOK_Click(object sender, EventArgs e)
{
if (_fromInsPlan == null || InsPlans.GetPlan(_fromInsPlan.PlanNum, new List <InsPlan>()) == null)
{
MsgBox.Show(this, "Please pick a valid plan to move subscribers from.");
return;
}
if (_intoInsPlan == null || InsPlans.GetPlan(_intoInsPlan.PlanNum, new List <InsPlan>()) == null)
{
MsgBox.Show(this, "Please pick a valid plan to move subscribers to.");
return;
}
if (_fromInsPlan.PlanNum == _intoInsPlan.PlanNum)
{
MsgBox.Show(this, "Can not move a plan into itself.");
return;
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "Moving subscribers is irreversible. Always make a full backup before moving subscribers. "
+ "Patient specific benefits, subscriber notes, benefit notes, and effective dates will not be copied to the other plan."
+ "\r\n\r\nRunning this tool can take several minutes to run. We recommend running it after business hours or when network usage is low."
+ "\r\n\r\nClick OK to continue, or click Cancel to abort."))
{
return;
}
try {
Cursor = Cursors.WaitCursor;
long insSubModifiedCount = InsSubs.MoveSubscribers(_fromInsPlan.PlanNum, _intoInsPlan.PlanNum);
Cursor = Cursors.Default;
MessageBox.Show(Lan.g(this, "Count of Subscribers Moved") + ": " + insSubModifiedCount);
}
catch (ApplicationException ex) { //The tool was blocked due to validation failure.
Cursor = Cursors.Default;
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(ex.Message); //No translaion here, because translation was done in the business layer.
msgBox.ShowDialog();
return; //Since this exception is due to validation failure, do not close the form. Let the user manually click Cancel so they know what happened.
}
SecurityLogs.MakeLogEntry(Permissions.InsPlanChangeSubsc, 0, Lan.g(this, "Subscribers Moved from") + " " + _fromInsPlan.PlanNum + " " + Lan.g(this, "to") + " " + _intoInsPlan.PlanNum);
DialogResult = DialogResult.OK; //Closes the form.
}
private void butShowXml_Click(object sender, EventArgs e)
{
string ccd = "";
try {
FormEhrExportCCD FormEEC = new FormEhrExportCCD(PatCur);
FormEEC.ShowDialog();
if (FormEEC.DialogResult == DialogResult.OK)
{
ccd = FormEEC.CCD;
}
else
{
return;
}
}
catch (Exception ex) {
MessageBox.Show(ex.Message);
return;
}
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(ccd);
msgbox.ShowDialog();
}
private void butShow_Click(object sender, EventArgs e)
{
if (comboProv.SelectedIndex == -1)
{
MessageBox.Show("Please select a provider first.");
return;
}
try {
DateTime.Parse(textDateStart.Text);
DateTime.Parse(textDateEnd.Text);
}
catch {
MessageBox.Show("Invalid dates.");
return;
}
if (listQ == null)
{
MessageBox.Show("Click Refresh first.");
return;
}
MsgBoxCopyPaste MsgBoxCP = new MsgBoxCopyPaste(GeneratePQRS_xml());
MsgBoxCP.ShowDialog();
}
private void CreateIndividual()
{
ReportComplex report = new ReportComplex(true, false);
bool isAnyClinicMedical = false; //Used to determine whether or not to display 'Tooth' column
if (AnyClinicSelectedIsMedical())
{
isAnyClinicMedical = true;
}
DataTable table = new DataTable();
try {
table = RpProcSheet.GetIndividualTable(date1.SelectionStart, date2.SelectionStart, _listProvNums, _listClinicNums, textCode.Text,
isAnyClinicMedical, checkAllProv.Checked, PrefC.HasClinicsEnabled);
}
catch (Exception ex) {
report.CloseProgressBar();
string text = Lan.g(this, "Error getting report data:") + " " + ex.Message + "\r\n\r\n" + ex.StackTrace;
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(text);
msgBox.ShowDialog();
return;
}
if (table.Columns.Contains("ToothNum"))
{
foreach (DataRow row in table.Rows)
{
row["ToothNum"] = Tooth.GetToothLabel(row["ToothNum"].ToString());
}
}
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, "Daily Procedures");
report.AddTitle("Title", Lan.g(this, "Daily Procedures"), 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, "Date"), 90, FieldValueType.Date, font);
query.GetColumnDetail(Lan.g(this, "Date")).StringFormat = "d";
query.AddColumn(Lan.g(this, "Patient Name"), 150, FieldValueType.String, font);
if (isAnyClinicMedical)
{
query.AddColumn(Lan.g(this, "Code"), 140, FieldValueType.String, font);
}
else
{
query.AddColumn(Lan.g(this, "Code"), 70, FieldValueType.String, font);
query.AddColumn("Tooth", 40, FieldValueType.String, font);
}
query.AddColumn(Lan.g(this, "Description"), 140, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Provider"), 80, FieldValueType.String, font);
if (PrefC.HasClinicsEnabled)
{
query.AddColumn(Lan.g(this, "Clinic"), 100, FieldValueType.String, font);
}
query.AddColumn(Lan.g(this, "Fee"), 80, FieldValueType.Number, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butDiagnostics_Click(object sender, EventArgs e)
{
BugSubmission.SubmissionInfo subInfo = new BugSubmission(new Exception()).Info;
StringBuilder strBuilder = new StringBuilder();
foreach (FieldInfo field in subInfo.GetType().GetFields())
{
object value = field.GetValue(subInfo);
if (value.In(null, ""))
{
continue;
}
if (value is Dictionary <PrefName, string> ) //DictPrefValues
{
Dictionary <PrefName, string> dictPrefValues = value as Dictionary <PrefName, string>;
if (dictPrefValues.Keys.Count > 0)
{
strBuilder.AppendLine(field.Name + ":");
dictPrefValues.ToList().ForEach(x => strBuilder.AppendLine(" " + x.Key.ToString() + ": " + x.Value));
strBuilder.AppendLine("-------------");
}
}
else if (value is List <string> ) //EnabledPlugins
{
List <string> enabledPlugins = value as List <string>;
if (enabledPlugins.Count > 0)
{
strBuilder.AppendLine(field.Name + ":");
enabledPlugins.ForEach(x => strBuilder.AppendLine(" " + x));
strBuilder.AppendLine("-------------");
}
}
else if (value is bool)
{
strBuilder.AppendLine(field.Name + ": " + (((bool)value) == true?"true":"false"));
}
else
{
strBuilder.AppendLine(field.Name + ": " + value);
}
}
//Display the current HQ connection information.
if (PrefC.IsODHQ)
{
Action <ConnectionNames> action = (connName) => {
strBuilder.AppendLine($"{connName.ToString()}:");
strBuilder.AppendLine($" Server Name: {DataConnection.GetServerName()}");
strBuilder.AppendLine($" Database Name: {DataConnection.GetDatabaseName()}");
strBuilder.AppendLine($" MySQL User: {DataConnection.GetMysqlUser()}");
strBuilder.AppendLine($" MySQL Password: {DataConnection.GetMysqlPass()}");
};
strBuilder.AppendLine("-------------");
strBuilder.AppendLine("HQ Connection Settings");
try {
DataAction.RunBugsHQ(() => action(ConnectionNames.BugsHQ), useConnectionStore: false);
DataAction.RunCustomers(() => action(ConnectionNames.CustomersHQ), useConnectionStore: false);
DataAction.RunManualPublisherHQ(() => action(ConnectionNames.ManualPublisher));
DataAction.RunWebChat(() => action(ConnectionNames.WebChat));
}
catch (Exception ex) {
strBuilder.AppendLine($"ERROR: {ex.Message}");
}
strBuilder.AppendLine("-------------");
}
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(strBuilder.ToString());
msgbox.Text = Lans.g(this, "Diagnostics");
msgbox.ShowDialog();
}
///<summary>Tries to import the 834. Will return false if the user cancelled out of importing.</summary>
private bool TryImport834()
{
if (checkDropExistingIns.Checked &&
!MsgBox.Show(MsgBoxButtons.YesNo, "Insurance plans for patients will be automatically replaced with the new plans. Continue?"))
{
return(false);
}
if (!MsgBox.Show(this, true, "Importing insurance plans is a database intensive operation and can take 10 minutes or more to run. "
+ "It is best to import insurance plans after hours or during another time period when database usage is otherwise low.\r\n"
+ "Click OK to import insurance plans now, or click Cancel."))
{
return(false);
}
checkIsPatientCreate.Enabled = false;
checkDropExistingIns.Enabled = false;
gridInsPlans.Enabled = false;
butOK.Enabled = false;
butCancel.Enabled = false;
Cursor = Cursors.WaitCursor;
Prefs.UpdateBool(PrefName.Ins834DropExistingPatPlans, checkDropExistingIns.Checked);
Prefs.UpdateBool(PrefName.Ins834IsPatientCreate, checkIsPatientCreate.Checked);
//Create all of our count variables.
int createdPatsCount, updatedPatsCount, skippedPatsCount, createdCarrierCount, createdInsPlanCount, updatedInsPlanCount, createdInsSubCount,
updatedInsSubCount, createdPatPlanCount, droppedPatPlanCount, updatedPatPlanCount;
StringBuilder sbErrorMessages;
EtransL.ImportInsurancePlans(_x834, _listPatients, checkIsPatientCreate.Checked, checkDropExistingIns.Checked, out createdPatsCount,
out updatedPatsCount, out skippedPatsCount, out createdCarrierCount, out createdInsPlanCount, out updatedInsPlanCount, out createdInsSubCount,
out updatedInsSubCount, out createdPatPlanCount, out droppedPatPlanCount, out updatedPatPlanCount, out sbErrorMessages, (rowIndex, pat) => {
ShowStatus("Progress " + (rowIndex).ToString().PadLeft(6) + "/" + gridInsPlans.ListGridRows.Count.ToString().PadLeft(6)
+ " Importing plans for patient " + pat.GetNameLF());
});
Cursor = Cursors.Default;
#region summary output
string msg = Lan.g(this, "Done.");
if (createdPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients created:") + " " + createdPatsCount;
}
if (updatedPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients updated:") + " " + updatedPatsCount;
}
if (skippedPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients skipped:") + " " + skippedPatsCount;
msg += sbErrorMessages.ToString();
}
if (createdCarrierCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of carriers created:") + " " + createdCarrierCount;
msg += sbErrorMessages.ToString();
}
if (createdInsPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of insurance plans created:") + " " + createdInsPlanCount;
msg += sbErrorMessages.ToString();
}
if (updatedInsPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of insurance plan updates:") + " " + updatedInsPlanCount;
msg += sbErrorMessages.ToString();
}
if (createdInsSubCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of insurance subscriptions created:") + " " + createdInsSubCount;
msg += sbErrorMessages.ToString();
}
if (updatedInsSubCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of insurance subscriptions updated:") + " " + updatedInsSubCount;
msg += sbErrorMessages.ToString();
}
if (createdPatPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients added to insurance:") + " " + createdPatPlanCount;
msg += sbErrorMessages.ToString();
}
if (droppedPatPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients dropped from insurance:") + " " + droppedPatPlanCount;
msg += sbErrorMessages.ToString();
}
if (updatedPatPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients insurance information updated:") + " " + updatedPatPlanCount;
msg += sbErrorMessages.ToString();
}
#endregion summary output
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(msg);
msgBox.ShowDialog();
return(true);
}
private void butImport_Click(object sender, EventArgs e)
{
MsgBoxCopyPaste MBCP = new MsgBoxCopyPaste("Paste HL7 Lab Message Text Here.");
MBCP.textMain.SelectAll();
MBCP.ShowDialog();
if (MBCP.DialogResult != DialogResult.OK)
{
return;
}
List <EhrLab> listEhrLabs;
try {
listEhrLabs = EhrLabs.ProcessHl7Message(MBCP.textMain.Text); //Not a typical use of the msg box copy paste
if (listEhrLabs[0].PatNum == PatCur.PatNum) //only need to check the first lab.
//nothing to do here. Imported lab matches the current patient.
{
}
else //does not match current patient, redirect to import form which displays patient information and is build for importing.
{
FormEhrLabOrderImport FormLOI = new FormEhrLabOrderImport();
FormLOI.PatCur = PatCur;
FormLOI.Hl7LabMessage = MBCP.textMain.Text;
FormLOI.ShowDialog();
FillGrid();
return;
}
//else if(listEhrLabs[0].PatNum==0) {
// if(MessageBox.Show("Lab patient does not match current patient. Lab patient name is "
// +MBCP.textMain.Text.Split(new string[] { "\r\n" },StringSplitOptions.RemoveEmptyEntries)[1].Split('|')[5].Split('~')[0].Split('^')[1]+" "//first name
// +MBCP.textMain.Text.Split(new string[] { "\r\n" },StringSplitOptions.RemoveEmptyEntries)[1].Split('|')[5].Split('~')[0].Split('^')[1]+" "//last name
// +"\r\nWould you like to import lab for the current patient?","",MessageBoxButtons.OKCancel)!=DialogResult.OK)
// {
// return;
// }
// //User agreed to import current lab(s) for current patient.
// for(int i=0;i<listEhrLabs.Count;i++) {
// listEhrLabs[i].PatNum=PatCur.PatNum;
// //TODO: Import external OIDs and PatIDs so that we can identify this patient next time.
// }
//}
//else {//Patnum is already associated with another patient.
// MessageBox.Show("This lab contains patient information for a different patient. Lab patient name is "
// +MBCP.textMain.Text.Split(new string[] { "\r\n" },StringSplitOptions.RemoveEmptyEntries)[1].Split('|')[5].Split('~')[0].Split('^')[1]+" "//first name
// +MBCP.textMain.Text.Split(new string[] { "\r\n" },StringSplitOptions.RemoveEmptyEntries)[1].Split('|')[5].Split('~')[0].Split('^')[1]);
// return;
//}
}
catch (Exception Ex) {
MessageBox.Show(this, "Unable to import lab.\r\n" + Ex.Message);
return;
}
for (int i = 0; i < listEhrLabs.Count; i++)
{
EhrLab tempLab = null; //lab from DB if it exists.
tempLab = EhrLabs.GetByGUID(listEhrLabs[i].PlacerOrderUniversalID, listEhrLabs[i].PlacerOrderNum);
if (tempLab == null)
{
tempLab = EhrLabs.GetByGUID(listEhrLabs[i].FillerOrderUniversalID, listEhrLabs[i].FillerOrderNum);
}
if (tempLab != null)
{
//Date validation.
//if(tempLab.ResultDateTime.CompareTo(listEhrLabs[i].ResultDateTime)<=0) {//string compare dates will return 1+ if tempLab Date is greater.
// MsgBox.Show(this,"This lab already exists in the database and has a more recent timestamp.");
// continue;
//}
//TODO: The code above works, but ignores more recent lab results. Although the lab order my be unchanged there may be updated lab results.
//It would be better to check for updated results, unfortunately results have no unique identifiers.
}
Provider prov = Providers.GetProv(Security.CurUser.ProvNum);
if (Security.CurUser.ProvNum != 0 && EhrProvKeys.GetKeysByFLName(prov.LName, prov.FName).Count > 0) //The user who is currently logged in is a provider and has a valid EHR key.
{
ListEhrLabs[i].IsCpoe = true;
}
listEhrLabs[i] = EhrLabs.SaveToDB(listEhrLabs[i]); //SAVE
for (int j = 0; j < listEhrLabs[i].ListEhrLabResults.Count; j++) //EHR TRIGGER
{
if (CDSPermissions.GetForUser(Security.CurUser.UserNum).ShowCDS&& CDSPermissions.GetForUser(Security.CurUser.UserNum).LabTestCDS)
{
FormCDSIntervention FormCDSI = new FormCDSIntervention();
FormCDSI.ListCDSI = EhrTriggers.TriggerMatch(listEhrLabs[i].ListEhrLabResults[j], PatCur);
FormCDSI.ShowIfRequired(false);
}
}
}
FillGrid();
}
private void butNewClaims_Click(object sender, EventArgs e)
{
if (gridMain.SelectedIndices.Length == 0) //No selections made.
{
MsgBox.Show(this, "Please select at least one procedure.");
return;
}
if (!ContrAccount.CheckClearinghouseDefaults())
{
return;
}
//Generate List and Table----------------------------------------------------------------------------------------------------------------------
//List of all procedures being shown.
//Pulls procedures based off of the PatNum, if the row was selected in gridMain and if it has been attached to a claim.
List <ProcNotBilled> listNotBilledProcs = new List <ProcNotBilled>();
List <long> listPatNums = new List <long>();
Patient patOld = new Patient();
List <Claim> listPatClaims = new List <Claim>();
List <ClaimProc> listPatClaimProcs = new List <ClaimProc>();
List <ClaimProc> listCurClaimProcs = new List <ClaimProc>();
//Table rows need to be 1:1 with gridMain rows due to logic in ContrAccount.toolBarButIns_Click(...).
DataTable table = new DataTable();
//Required columns as mentioned by ContrAccount.toolBarButIns_Click().
table.Columns.Add("ProcNum");
table.Columns.Add("chargesDouble");
table.Columns.Add("ProcNumLab");
for (int i = 0; i < gridMain.Rows.Count; i++) //Loop through gridMain to construct listNotBilledProcs.
{
long procNumCur = PIn.Long(gridMain.Rows[i].Tag.ToString()); //Tag is set to procNum in fillGrid().
Procedure procCur = Procedures.GetOneProc(procNumCur, false);
long patNumCur = procCur.PatNum;
if (patOld.PatNum != patNumCur) //Procedures in gridMain are ordered by patient, so when the patient changes, we know previous patient is complete.
{
listPatClaims = Claims.Refresh(patNumCur);
listPatClaimProcs = ClaimProcs.Refresh(patNumCur);
patOld = Patients.GetPat(procCur.PatNum);
}
listCurClaimProcs = ClaimProcs.GetForProc(listPatClaimProcs, procNumCur);
bool hasPriClaim = false;
bool hasSecClaim = false;
for (int j = 0; j < listCurClaimProcs.Count; j++)
{
ClaimProc claimProcCur = listCurClaimProcs[j];
if (claimProcCur.ClaimNum > 0 && claimProcCur.Status != ClaimProcStatus.Preauth && claimProcCur.Status != ClaimProcStatus.Estimate)
{
Claim claimCur = Claims.GetFromList(listPatClaims, claimProcCur.ClaimNum);
switch (claimCur.ClaimType)
{
case "P":
hasPriClaim = true;
break;
case "S":
hasSecClaim = true;
break;
}
}
}
bool isSelected = gridMain.SelectedIndices.Contains(i);
listNotBilledProcs.Add(new ProcNotBilled(patOld, procNumCur, i, isSelected, hasPriClaim, hasSecClaim, procCur.ClinicNum, procCur.PlaceService));
DataRow row = table.NewRow();
row["ProcNum"] = procNumCur;
#region Calculate chargesDouble
//Logic copied from AccountModules.GetAccount(...) line 857.
double qty = (procCur.UnitQty + procCur.BaseUnits);
if (qty == 0)
{
qty = 1;
}
double writeOffCapSum = listPatClaimProcs.Where(x => x.Status == ClaimProcStatus.CapComplete).Select(y => y.WriteOff).ToList().Sum();
row["chargesDouble"] = (procCur.ProcFee * qty) - writeOffCapSum;
row["ProcNumLab"] = procCur.ProcNumLab;
#endregion Calculate chargesDouble
table.Rows.Add(row);
if (listPatNums.Contains(patNumCur))
{
continue;
}
listPatNums.Add(patNumCur);
}
List <List <ProcNotBilled> > listGroupedProcs = new List <List <ProcNotBilled> >();
Patient patCur = null;
List <PatPlan> listPatPlans = null;
List <InsSub> listInsSubs = null;
List <InsPlan> listInsPlans = null;
List <Procedure> listPatientProcs = null;
ProcNotBilled procNotBilled = new ProcNotBilled(); //When automatically grouping, this is used as the procedure to group by.
long patNumOld = 0;
int claimCreatedCount = 0;
int patIndex = 0;
//The procedures show in the grid ordered by patient. Also listPatNums contains unique patnums which are in the same order as the grid.
while (patIndex < listPatNums.Count)
{
List <ProcNotBilled> listProcs = listNotBilledProcs.Where(x => x.Patient.PatNum == listPatNums[patIndex] && x.IsRowSelected && !x.IsAttached).ToList();
if (listProcs.Count == 0)
{
patNumOld = listPatNums[patIndex];
patIndex++; //No procedures were selected for this patient.
continue;
}
else
{
//Maintain the same patient, in order to create one or more additional claims for the remaining procedures.
//Currently will only happen for specific instances;
//--Canadian customers who are attempting to create a claim with over 7 procedures.
//--When checkAutoGroupProcs is checked and when there are multiple procedure groupings by GroupKey status, ClinicNum, and placeService.
}
if (patNumOld != listPatNums[patIndex]) //The patient could repeat if we had to group the procedures for the patinet into multiple claims.
{
patCur = Patients.GetPat(listPatNums[patIndex]);
listPatPlans = PatPlans.Refresh(patCur.PatNum);
listInsSubs = InsSubs.RefreshForFam(Patients.GetFamily(patCur.PatNum));
listInsPlans = InsPlans.RefreshForSubList(listInsSubs);
listPatientProcs = Procedures.Refresh(patCur.PatNum);
}
if (checkAutoGroupProcs.Checked) //Automatically Group Procedures.
{
procNotBilled = listProcs[0];
//Update listProcs to reflect those that match the procNotBilled values.
listProcs = listProcs.FindAll(x => x.HasPriClaim == procNotBilled.HasPriClaim && x.HasSecClaim == procNotBilled.HasSecClaim);
if (PrefC.HasClinicsEnabled) //Group by clinic only if clinics enabled.
{
listProcs = listProcs.FindAll(x => x.ClinicNum == procNotBilled.ClinicNum);
}
else if (!PrefC.GetBool(PrefName.EasyHidePublicHealth)) //Group by Place of Service only if Public Health feature is enabled.
{
listProcs = listProcs.FindAll(x => x.PlaceService == procNotBilled.PlaceService);
}
}
GetUniqueDiagnosticCodes(listProcs, listPatientProcs, listPatPlans, listInsSubs, listInsPlans);
if (listProcs.Count > 7 && CultureInfo.CurrentCulture.Name.EndsWith("CA")) //Canadian. en-CA or fr-CA
{
listProcs = listProcs.Take(7).ToList(); //Returns first 7 items of the list.
}
listProcs.ForEach(x => x.IsAttached = true); //This way we can not attach procedures to multiple claims thanks to the logic above.
if (listProcs.Any(x => listProcs[0].PlaceService != x.PlaceService) || listProcs.Any(x => listProcs[0].ClinicNum != x.ClinicNum))
{
//Regardless if we are automatically grouping or not,
//if all procs in our list at this point do not share the same PlaceService or ClinicNum then claims will not be made.
}
else //Basic validation passed.
{
if (!listProcs[0].HasPriClaim && //Medical claim.
PatPlans.GetOrdinal(PriSecMed.Medical, listPatPlans, listInsPlans, listInsSubs) > 0 && //Has medical ins.
PatPlans.GetOrdinal(PriSecMed.Primary, listPatPlans, listInsPlans, listInsSubs) == 0 && //Does not have primary dental ins.
PatPlans.GetOrdinal(PriSecMed.Secondary, listPatPlans, listInsPlans, listInsSubs) == 0) //Does not have secondary dental ins.
{
claimCreatedCount++;
}
else //Not a medical claim.
{
if (!listProcs[0].HasPriClaim && PatPlans.GetOrdinal(PriSecMed.Primary, listPatPlans, listInsPlans, listInsSubs) > 0) //Primary claim.
{
claimCreatedCount++;
}
if (!listProcs[0].HasSecClaim && PatPlans.GetOrdinal(PriSecMed.Secondary, listPatPlans, listInsPlans, listInsSubs) > 0) //Secondary claim.
{
claimCreatedCount++;
}
}
}
listGroupedProcs.Add(listProcs);
}
if (!MsgBox.Show(this, true, "Clicking continue will create up to " + POut.Int(claimCreatedCount) + " claims and cannot be undone, except by manually going to each account. "
+ "Some claims may not be created if there are validation issues. Would you like to proceed?"))
{
return;
}
//Create Claims--------------------------------------------------------------------------------------------------------------------------------
claimCreatedCount = 0;
string claimErrors = "";
foreach (List <ProcNotBilled> listProcs in listGroupedProcs)
{
patCur = listProcs[0].Patient;
gridMain.SetSelected(false); //Need to deslect all rows each time so that ContrAccount.toolBarButIns_Click(...) only uses pertinent rows.
for (int j = 0; j < listProcs.Count; j++)
{
gridMain.SetSelected(listProcs[j].RowIndex, true); //Select the pertinent rows so that they will be attached to the claim below.
}
ContrAccount.toolBarButIns_Click(false, patCur, Patients.GetFamily(patCur.PatNum), gridMain, table,
procNotBilled.HasPriClaim, procNotBilled.HasSecClaim);
string errorTitle = patCur.PatNum + " " + patCur.GetNameLFnoPref() + " - ";
if (patNumOld == patCur.PatNum && !string.IsNullOrEmpty(ContrAccount.ClaimErrorsCur))
{
claimErrors += "\t\t" + ContrAccount.ClaimErrorsCur + "\r\n";
}
else if (!string.IsNullOrEmpty(ContrAccount.ClaimErrorsCur))
{
claimErrors += errorTitle + ContrAccount.ClaimErrorsCur + "\r\n";
}
claimCreatedCount += ContrAccount.ClaimCreatedCount;
patNumOld = patCur.PatNum;
}
FillGrid();
if (!string.IsNullOrEmpty(claimErrors))
{
MsgBoxCopyPaste form = new MsgBoxCopyPaste(claimErrors);
form.ShowDialog();
}
MessageBox.Show(Lan.g(this, "Number of claims created") + ": " + claimCreatedCount);
}
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();
}
}
}
private void butRawMessage_Click(object sender, EventArgs e)
{
MsgBoxCopyPaste msgbox = new MsgBoxCopyPaste(MessageText);
msgbox.ShowDialog();
}
private void butProcess_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "This will add a new repeating charge for each provider in the list above"
+ " who is new (does not already have a repeating charge), based on PatNum and NPI. Continue?"))
{
return;
}
Cursor = Cursors.WaitCursor;
List <NewCropCharge> listAddedCharges = new List <NewCropCharge>();
int numSkipped = 0;
StringBuilder strBldArchivedPats = new StringBuilder();
foreach (NewCropCharge charge in _listNewCropCharges)
{
if (charge.repeatCharge == null) //No such repeating charge exists yet for the given npi.
//We consider the provider a new provider and create a new repeating charge.
{
int dayOtherCharges = GetChargeDayOfMonth(charge.PatNumForRegKey); //The day of the month that the customer already has other repeating charges. Keeps their billing simple (one bill per month for all charges).
int daysInMonth = DateTime.DaysInMonth(_dateBillingMonthYear.Year, _dateBillingMonthYear.Month);
if (dayOtherCharges > daysInMonth)
{
//The day that the user used eRx (signed up) was in a month that does not have the day of the other monthly charges in it.
//E.g. dayOtherCharges = 31 and the user started a new eRx account in a month without 31 days.
//Therefore, we have to use the last day of the month that they started.
//This can introduce multiple statements being sent out which can potentially delay us (HQ) from getting paid in a timely fashion.
//A workaround for this would be to train our techs to never run billing after the 28th of every month that way incomplete statements are not sent.
dayOtherCharges = daysInMonth;
}
DateTime dateErxCharge = new DateTime(_dateBillingMonthYear.Year, _dateBillingMonthYear.Month, dayOtherCharges);
if (dateErxCharge < DateTime.Today.AddMonths(-3)) //Just in case the user runs an older report.
{
numSkipped++;
continue;
}
charge.repeatCharge = new RepeatCharge();
charge.repeatCharge.IsNew = true;
charge.repeatCharge.PatNum = charge.PatNumForRegKey;
charge.repeatCharge.ProcCode = GetProcCodeForNewCharge(charge.PatNumForRegKey);
charge.repeatCharge.ChargeAmt = 15; //15$/month
charge.repeatCharge.DateStart = dateErxCharge;
charge.repeatCharge.Npi = charge.NPI;
charge.repeatCharge.ErxAccountId = charge.AccountId;
charge.repeatCharge.ProviderName = charge.FirstName + " " + charge.LastName;
charge.repeatCharge.IsEnabled = true;
charge.repeatCharge.CopyNoteToProc = true; //Copy the billing note to the procedure note by default so that the customer can see the NPI the charge corresponds to. Can be unchecked by user if a private note is added later (rare).
if (!RepeatCharges.ActiveRepeatChargeExists(charge.repeatCharge.PatNum))
{
//Set the patient's billing day to the start day on the repeat charge
Patient patOld = Patients.GetPat(charge.repeatCharge.PatNum);
Patient patNew = patOld.Copy();
//Check the patients status and move them to Archived if they are currently deleted.
if (patOld.PatStatus == PatientStatus.Deleted)
{
patNew.PatStatus = PatientStatus.Archived;
}
//Notify the user about any deleted or archived patients that were just given a new repeating charge.
if (patOld.PatStatus == PatientStatus.Archived || patOld.PatStatus == PatientStatus.Deleted)
{
strBldArchivedPats.AppendLine("#" + patOld.PatNum + " - " + patOld.GetNameLF());
}
patNew.BillingCycleDay = charge.repeatCharge.DateStart.Day;
Patients.Update(patNew, patOld);
}
RepeatCharges.Insert(charge.repeatCharge);
_listErxRepeatCharges.Add(charge.repeatCharge);
listAddedCharges.Add(charge);
}
else //The repeating charge for eRx billing already exists for the given npi.
{
DateTime dateEndLastMonth = (new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1)).AddDays(-1);
if (charge.repeatCharge.DateStop.Year > 2010) //eRx support for this provider was disabled at one point, but has been used since.
{
if (charge.repeatCharge.DateStop < dateEndLastMonth) //If the stop date is in the future or already at the end of the month, then we cannot presume that there will be a charge next month.
{
charge.repeatCharge.DateStop = dateEndLastMonth; //Make sure the recent use is reflected in the end date.
RepeatCharges.Update(charge.repeatCharge);
}
}
}
}
FillGrid();
Cursor = Cursors.Default;
StringBuilder sbMsg = new StringBuilder();
sbMsg.AppendLine("Done.");
if (numSkipped > 0)
{
sbMsg.AppendLine("Number skipped due to old DateBilling (over 3 months ago): " + numSkipped);
}
if (listAddedCharges.Count > 0)
{
const int colNameWidth = 62;
const int colErxAccountIdWidth = 18;
const int colNpiWidth = 10;
sbMsg.AppendLine("Added the following new repeating charges (" + listAddedCharges.Count + " total):");
sbMsg.Append(" ");
sbMsg.Append("NAME".PadRight(colNameWidth, ' '));
sbMsg.Append("ERXACCOUNTID".PadRight(colErxAccountIdWidth, ' '));
sbMsg.AppendLine("NPI".PadRight(colNpiWidth, ' '));
foreach (NewCropCharge charge in listAddedCharges)
{
string firstLastName = charge.FirstName + " " + charge.LastName;
if (firstLastName.Length > colNameWidth)
{
firstLastName = firstLastName.Substring(0, colNameWidth);
}
sbMsg.Append(" ");
sbMsg.Append(firstLastName.PadRight(colNameWidth, ' '));
sbMsg.Append(charge.AccountId.PadRight(colErxAccountIdWidth, ' '));
sbMsg.AppendLine(charge.NPI.PadRight(colNpiWidth, ' '));
}
}
if (strBldArchivedPats.Length > 0)
{
sbMsg.AppendLine("Archived patients that had a repeating charge created:");
sbMsg.AppendLine(strBldArchivedPats.ToString());
}
MsgBoxCopyPaste msgBoxCP = new MsgBoxCopyPaste(sbMsg.ToString());
msgBoxCP.ShowDialog(); //Must be modal, because non-modal does not display here for some reason.
}
private void Import834_Unsafe()
{
if (!MsgBox.Show(this, true, "Importing insurance plans is a database intensive operation and can take 10 minutes or more to run. "
+ "It is best to import insurance plans after hours or during another time period when database usage is otherwise low.\r\n"
+ "Click OK to import insurance plans now, or click Cancel."))
{
return;
}
checkIsPatientCreate.Enabled = false;
gridInsPlans.Enabled = false;
butOK.Enabled = false;
butCancel.Enabled = false;
Cursor = Cursors.WaitCursor;
Prefs.UpdateBool(PrefName.Ins834IsPatientCreate, checkIsPatientCreate.Checked);
int rowIndex = 1;
int createdPatsCount = 0;
int updatedPatsCount = 0;
int skippedPatsCount = 0;
int createdCarrierCount = 0;
int createdPlanCount = 0;
int droppedPlanCount = 0;
int updatedPlanCount = 0;
StringBuilder sbErrorMessages = new StringBuilder();
List <int> listImportedSegments = new List <int> (); //Used to reconstruct the 834 with imported patients removed.
for (int i = 0; i < _x834.ListTransactions.Count; i++)
{
Hx834_Tran tran = _x834.ListTransactions[i];
for (int j = 0; j < tran.ListMembers.Count; j++)
{
Hx834_Member member = tran.ListMembers[j];
ShowStatus("Progress " + (rowIndex).ToString().PadLeft(6) + "/" + gridInsPlans.Rows.Count.ToString().PadLeft(6)
+ " Importing plans for patient " + member.Pat.GetNameLF());
//The patient's status is not affected by the maintenance code. After reviewing all of the possible maintenance codes in
//member.MemberLevelDetail.MaintenanceTypeCode, we believe that all statuses suggest either insert or update, except for "Cancel".
//Nathan and Derek feel that archiving the patinet in response to a Cancel request is a bit drastic.
//Thus we ignore the patient maintenance code and always assume insert/update.
//Even if the status was "Cancel", then updating the patient does not hurt.
bool isMemberImported = false;
bool isMultiMatch = false;
if (member.Pat.PatNum == 0)
{
//The patient may need to be created below. However, the patient may have already been inserted in a pervious iteration of this loop
//in following scenario: Two different 834s include updates for the same patient and both documents are being imported at the same time.
//If the patient was already inserted, then they would show up in _listPatients and also in the database. Attempt to locate the patient
//in _listPatients again before inserting.
List <Patient> listPatientMatches = Patients.GetPatientsByNameAndBirthday(member.Pat, _listPatients);
if (listPatientMatches.Count == 1)
{
member.Pat.PatNum = listPatientMatches[0].PatNum;
}
else if (listPatientMatches.Count > 1)
{
isMultiMatch = true;
}
}
if (isMultiMatch)
{
skippedPatsCount++;
}
else if (member.Pat.PatNum == 0 && checkIsPatientCreate.Checked)
{
//The code here mimcs the behavior of FormPatientSelect.butAddPt_Click().
Patients.Insert(member.Pat, false);
Patient memberPatOld = member.Pat.Copy();
member.Pat.PatStatus = PatientStatus.Patient;
member.Pat.BillingType = PrefC.GetLong(PrefName.PracticeDefaultBillType);
if (!PrefC.GetBool(PrefName.PriProvDefaultToSelectProv))
{
//Set the patients primary provider to the practice default provider.
member.Pat.PriProv = Providers.GetDefaultProvider().ProvNum;
}
member.Pat.ClinicNum = Clinics.ClinicNum;
member.Pat.Guarantor = member.Pat.PatNum;
Patients.Update(member.Pat, memberPatOld);
int patIdx = _listPatients.BinarySearch(member.Pat); //Preserve sort order by locating the index in which to insert the newly added patient.
int insertIdx = ~patIdx; //According to MSDN, the index returned by BinarySearch() is a "bitwise compliment", since not currently in list.
_listPatients.Insert(insertIdx, member.Pat);
SecurityLogs.MakeLogEntry(Permissions.PatientCreate, member.Pat.PatNum, "Created from Import Ins Plans 834.", LogSources.InsPlanImport834);
isMemberImported = true;
createdPatsCount++;
}
else if (member.Pat.PatNum == 0 && !checkIsPatientCreate.Checked)
{
skippedPatsCount++;
}
else //member.Pat.PatNum!=0
{
Patient patDb = _listPatients.FirstOrDefault(x => x.PatNum == member.Pat.PatNum); //Locate by PatNum, in case user selected manually.
member.MergePatientIntoDbPatient(patDb); //Also updates the patient to the database and makes log entry.
_listPatients.Remove(patDb); //Remove patient from list so we can add it back in the correct location (in case name or bday changed).
int patIdx = _listPatients.BinarySearch(patDb); //Preserve sort order by locating the index in which to insert the newly added patient.
//patIdx could be positive if the user manually selected a patient when there were multiple matches found.
//If patIdx is negative, then according to MSDN, the index returned by BinarySearch() is a "bitwise compliment".
//If there were mult instances of patDb BinarySearch() would return 0, which should not be complimented (OutOfRangeException)
int insertIdx = (patIdx >= 0)?patIdx:~patIdx;
_listPatients.Insert(insertIdx, patDb);
isMemberImported = true;
updatedPatsCount++;
}
if (isMemberImported)
{
//Import insurance changes for patient.
for (int k = 0; k < member.ListHealthCoverage.Count; k++)
{
Hx834_HealthCoverage healthCoverage = member.ListHealthCoverage[k];
if (k > 0)
{
rowIndex++;
}
List <Carrier> listCarriers = Carriers.GetByNameAndTin(tran.Payer.Name, tran.Payer.IdentificationCode);
if (listCarriers.Count == 0)
{
Carrier carrier = new Carrier();
carrier.CarrierName = tran.Payer.Name;
carrier.TIN = tran.Payer.IdentificationCode;
Carriers.Insert(carrier);
DataValid.SetInvalid(InvalidType.Carriers);
listCarriers.Add(carrier);
SecurityLogs.MakeLogEntry(Permissions.CarrierCreate, 0, "Carrier '" + carrier.CarrierName
+ "' created from Import Ins Plans 834.", LogSources.InsPlanImport834);
createdCarrierCount++;
}
//Update insurance plans. Match based on carrier and SubscriberId.
bool isDropping = false;
if (healthCoverage.HealthCoverage.MaintenanceTypeCode == "002")
{
isDropping = true;
}
//The insPlanNew will only be inserted if necessary. Created temporarily in order to determine if insert is needed.
InsPlan insPlanNew = InsertOrUpdateInsPlan(null, member, listCarriers[0], false);
//Since the insurance plans in the 834 do not include very much information, it is likely that many patients will share the same exact plan.
//We look for an existing plan being used by any other patinents which match the fields we typically import.
List <InsPlan> listInsPlans = InsPlans.GetAllByCarrierNum(listCarriers[0].CarrierNum);
InsPlan insPlanMatch = null;
for (int p = 0; p < listInsPlans.Count; p++)
{
//Set the PlanNums equal so that AreEqualValue() will ignore this field. We must ignore PlanNum, since we do not know the PlanNum.
insPlanNew.PlanNum = listInsPlans[p].PlanNum;
if (InsPlans.AreEqualValue(listInsPlans[p], insPlanNew))
{
insPlanMatch = listInsPlans[p];
break;
}
}
Family fam = Patients.GetFamily(member.Pat.PatNum);
List <InsSub> listInsSubs = InsSubs.RefreshForFam(fam);
List <PatPlan> listPatPlans = PatPlans.Refresh(member.Pat.PatNum);
InsSub insSubMatch = null;
PatPlan patPlanMatch = null;
for (int p = 0; p < listInsSubs.Count; p++)
{
InsSub insSub = listInsSubs[p];
//According to section 1.4.3 of the standard, the preferred method of matching a dependent to a subscriber is to use the subscriberId.
if (insSub.SubscriberID.Trim() != member.SubscriberId.Trim())
{
continue;
}
insSubMatch = insSub;
patPlanMatch = PatPlans.GetFromList(listPatPlans, insSub.InsSubNum);
break;
}
if (patPlanMatch == null && isDropping) //No plan match and dropping plan.
//Nothing to do. The plan either never existed or is already dropped.
{
}
else if (patPlanMatch == null && !isDropping) //No plan match and not dropping plan. Create the plan.
{
insPlanMatch = InsertOrUpdateInsPlan(insPlanMatch, member, listCarriers[0]);
insSubMatch = InsertOrUpdateInsSub(insSubMatch, insPlanMatch, member, healthCoverage, listCarriers[0]);
patPlanMatch = InsertOrUpdatePatPlan(patPlanMatch, insSubMatch, insPlanMatch, member, listCarriers[0], listPatPlans);
createdPlanCount++;
}
else if (patPlanMatch != null && isDropping) //Plan matched and dropping plan. Drop the plan.
//This code mimics the behavior of FormInsPlan.butDrop_Click(), except here we do not care if there are claims for this plan today.
//We need this feature to be as streamlined as possible so that it might become an automated process later.
//Testing for claims on today's date does not seem that useful anyway, or at least not as useful as checking for any claims
//associated to the plan, instead of just today's date.
{
PatPlans.Delete(patPlanMatch.PatPlanNum); //Estimates recomputed within Delete()
SecurityLogs.MakeLogEntry(Permissions.InsPlanDropPat, patPlanMatch.PatNum,
"Insurance plan dropped from patient for carrier '" + listCarriers[0].CarrierName + "' and groupnum "
+ "'" + insPlanMatch.GroupNum + "' and subscriber ID '" + insSubMatch.SubscriberID + "' "
+ "from Import Ins Plans 834.", insPlanMatch.PlanNum, LogSources.InsPlanImport834, insPlanMatch.SecDateTEdit);
droppedPlanCount++;
}
else if (patPlanMatch != null && !isDropping) //Plan matched and not dropping plan. Update the plan.
{
insPlanMatch = InsertOrUpdateInsPlan(insPlanMatch, member, listCarriers[0]);
insSubMatch = InsertOrUpdateInsSub(insSubMatch, insPlanMatch, member, healthCoverage, listCarriers[0]);
patPlanMatch = InsertOrUpdatePatPlan(patPlanMatch, insSubMatch, insPlanMatch, member, listCarriers[0], listPatPlans);
updatedPlanCount++;
}
} //end loop k
//Remove the member from the X834.
int endSegIndex = 0;
if (j < tran.ListMembers.Count - 1)
{
endSegIndex = tran.ListMembers[j + 1].MemberLevelDetail.SegmentIndex - 1;
}
else
{
X12Segment segSe = _x834.GetNextSegmentById(member.MemberLevelDetail.SegmentIndex + 1, "SE"); //SE segment is required.
endSegIndex = segSe.SegmentIndex - 1;
}
for (int s = member.MemberLevelDetail.SegmentIndex; s <= endSegIndex; s++)
{
listImportedSegments.Add(s);
}
}
rowIndex++;
} //end loop j
} //end loop i
if (listImportedSegments.Count > 0 && skippedPatsCount > 0) //Some patients imported, while others did not.
{
if (MoveFileToArchiveFolder())
{
//Save the unprocessed members back to the import directory, so the user can try to import them again.
File.WriteAllText(_x834.FilePath, _x834.ReconstructRaw(listImportedSegments));
}
}
else if (listImportedSegments.Count > 0) //All patinets imported.
{
MoveFileToArchiveFolder();
}
else if (skippedPatsCount > 0) //No patients imported. All patients were skipped.
//Leave the raw file unaltered and where it is, so it can be processed again.
{
}
Cursor = Cursors.Default;
string msg = Lan.g(this, "Done.");
if (createdPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients created:") + " " + createdPatsCount;
}
if (updatedPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients updated:") + " " + updatedPatsCount;
}
if (skippedPatsCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of patients skipped:") + " " + skippedPatsCount;
msg += sbErrorMessages.ToString();
}
if (createdCarrierCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of carriers created:") + " " + createdCarrierCount;
msg += sbErrorMessages.ToString();
}
if (createdPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of plans created:") + " " + createdPlanCount;
msg += sbErrorMessages.ToString();
}
if (droppedPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of plans dropped:") + " " + droppedPlanCount;
msg += sbErrorMessages.ToString();
}
if (updatedPlanCount > 0)
{
msg += "\r\n" + Lan.g(this, "Number of plans updated:") + " " + updatedPlanCount;
msg += sbErrorMessages.ToString();
}
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(msg);
msgBox.ShowDialog();
}
///<summary></summary>
private void butSend_Click(object sender, System.EventArgs e)
{
if (comboEmailFrom.SelectedIndex < 0)
{
MessageBox.Show("Select an email address to send from first.");
}
EmailAddress emailAddress;
if (comboEmailFrom.SelectedIndex == 0) //clinic/practice default
{
emailAddress = EmailAddresses.GetByClinic(Clinics.ClinicNum); //practice or clinic.
}
else //me or static email address
{
emailAddress = _listEmailAddresses[comboEmailFrom.SelectedIndex - 1]; //-1 to account for predefined "Clinic/Practice" and items in combobox
}
if (emailAddress == null)
{
MessageBox.Show("Unable to find email address.");
return;
}
if (string.IsNullOrWhiteSpace(textFromAddress.Text))
{
MsgBox.Show(this, "Please enter a sender address.");
return;
}
if (_listJobEmails.All(x => !x.IsSend))
{
MsgBox.Show(this, "Please select at least one recipient.");
return;
}
if (emailAddress.SMTPserver == "")
{
MsgBox.Show(this, "The email address in email setup must have an SMTP server.");
return;
}
if (string.IsNullOrEmpty(textVersions.Text))
{
if (MessageBox.Show("No version specified, continue?", "", MessageBoxButtons.YesNoCancel) != DialogResult.Yes)
{
return;
}
}
if (string.IsNullOrEmpty(textDescriptions.Text))
{
if (MessageBox.Show("No description specified, continue?", "", MessageBoxButtons.YesNoCancel) != DialogResult.Yes)
{
return;
}
}
if (string.IsNullOrEmpty(textSubject.Text))
{
if (MessageBox.Show("No subject specified, continue?", "", MessageBoxButtons.YesNoCancel) != DialogResult.Yes)
{
return;
}
}
StringBuilder sb = new StringBuilder();
Cursor = Cursors.WaitCursor;
string template = PrefC.GetString(PrefName.JobManagerDefaultEmail);
foreach (Jobs.JobEmail je in _listJobEmails)
{
if (!je.IsSend)
{
continue;
}
#if DEBUG
je.EmailAddress = "*****@*****.**"; //send all emails to Ryan for debugging.
#endif
EmailMessage emailMessage = GetJobEmailMessage(je);
try {
EmailMessages.SendEmailUnsecure(emailMessage, emailAddress);
emailMessage.SentOrReceived = EmailSentOrReceived.Sent;
EmailMessages.Insert(emailMessage);
je.StatusMsg = "Sent";
je.IsSend = false;
}
catch (Exception ex) {
je.StatusMsg = ex.Message;
sb.AppendLine(ex.Message + "\r\n");
}
}
Cursor = Cursors.Default;
_isSent = true;
butSend.Text = "Resend";
butCancel.Text = "Close";
if (!string.IsNullOrEmpty(sb.ToString()))
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste("The following errors occurred while sending emails:\r\n" + sb.ToString());
msgBox.ShowDialog();
}
FillGridRecipients();
}
