/// <summary>Helper method to send given appt to the unscheduled list. /// Creates SecurityLogs and considers HL7.</summary> public static void SetApptUnschedHelper(Appointment appt, Patient pat = null, bool doFireApptEvent = true) { DateTime datePrevious = appt.DateTStamp; Appointments.SetAptStatus(appt, ApptStatus.UnschedList); //Appointments S-Class handles Signalods #region SecurityLogs if (appt.AptStatus != ApptStatus.Complete) //seperate log entry for editing completed appts. { SecurityLogs.MakeLogEntry(Permissions.AppointmentMove, appt.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Sent to Unscheduled List", appt.AptNum, datePrevious); } else { SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, appt.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Sent to Unscheduled List", appt.AptNum, datePrevious); } #endregion #region HL7 //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined if (HL7Defs.IsExistingHL7Enabled()) { if (pat == null) { pat = Patients.GetPat(appt.PatNum); } //S15 - Appt Cancellation event MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(pat, Patients.GetPat(pat.Guarantor), EventTypeHL7.S15, appt); //Will be null if there is no outbound SIU message defined, so do nothing if (messageHL7 != null) { HL7Msg hl7Msg = new HL7Msg(); hl7Msg.AptNum = appt.AptNum; hl7Msg.HL7Status = HL7MessageStatus.OutPending; //it will be marked outSent by the HL7 service. hl7Msg.MsgText = messageHL7.ToString(); hl7Msg.PatNum = pat.PatNum; HL7Msgs.Insert(hl7Msg); #if DEBUG MessageBox.Show("Appointments", messageHL7.ToString()); #endif } } #endregion if (doFireApptEvent) { AppointmentEvent.Fire(ODEventType.AppointmentEdited, appt); } Recalls.SynchScheduledApptFull(appt.PatNum); }
///<summary>Creates a single recall appointment. If it's from a double click, then it will end up on that spot in the Appts module. If not, it will end up on the pinboard with StringDateJumpTo as due date to jump to. ListAptNumsSelected will contain the AptNum of the new appointment.</summary> public void MakeRecallAppointment() { List <InsSub> listInsSubs = InsSubs.RefreshForFam(_famCur); List <InsPlan> listInsPlans = InsPlans.RefreshForSubList(listInsSubs); Appointment apt = null; DateTime dateTimeApt = DateTime.MinValue; if (this.IsInitialDoubleClick) { dateTimeApt = DateTimeClicked; } try{ apt = AppointmentL.CreateRecallApt(_patCur, listInsPlans, -1, listInsSubs, dateTimeApt); } catch (Exception ex) { MessageBox.Show(ex.Message); return; } DateTime datePrevious = apt.DateTStamp; ListAptNumsSelected.Add(apt.AptNum); if (IsInitialDoubleClick) { Appointment oldApt = apt.Copy(); if (_patCur.AskToArriveEarly > 0) { apt.DateTimeAskedToArrive = apt.AptDateTime.AddMinutes(-_patCur.AskToArriveEarly); MessageBox.Show(Lan.g(this, "Ask patient to arrive") + " " + _patCur.AskToArriveEarly + " " + Lan.g(this, "minutes early at") + " " + apt.DateTimeAskedToArrive.ToShortTimeString() + "."); } apt.AptStatus = ApptStatus.Scheduled; apt.ClinicNum = _patCur.ClinicNum; apt.Op = OpNumClicked; apt = Appointments.AssignFieldsForOperatory(apt); //Use apt.ClinicNum because it was just set based on Op.ClinicNum in AssignFieldsForOperatory(). if (!AppointmentL.IsSpecialtyMismatchAllowed(_patCur.PatNum, apt.ClinicNum)) { return; } Appointments.Update(apt, oldApt); _otherResult = OtherResult.CreateNew; SecurityLogs.MakeLogEntry(Permissions.AppointmentCreate, apt.PatNum, apt.AptDateTime.ToString(), apt.AptNum, datePrevious); //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined if (HL7Defs.IsExistingHL7Enabled()) { //S12 - New Appt Booking event MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(_patCur, _famCur.GetPatient(_patCur.Guarantor), EventTypeHL7.S12, apt); //Will be null if there is no outbound SIU message defined, so do nothing if (messageHL7 != null) { HL7Msg hl7Msg = new HL7Msg(); hl7Msg.AptNum = apt.AptNum; hl7Msg.HL7Status = HL7MessageStatus.OutPending; //it will be marked outSent by the HL7 service. hl7Msg.MsgText = messageHL7.ToString(); hl7Msg.PatNum = _patCur.PatNum; HL7Msgs.Insert(hl7Msg); #if DEBUG MessageBox.Show(this, messageHL7.ToString()); #endif } } DialogResult = DialogResult.OK; return; } //not initialClick _otherResult = OtherResult.PinboardAndSearch; Recall recall = Recalls.GetRecallProphyOrPerio(_patCur.PatNum); //shouldn't return null. if (recall.DateDue < DateTime.Today) { StringDateJumpTo = DateTime.Today.ToShortDateString(); //they are overdue } else { StringDateJumpTo = recall.DateDue.ToShortDateString(); } //no securitylog entry needed here. That will happen when it's dragged off pinboard. DialogResult = DialogResult.OK; }
///<summary>Sets given appt.AptStatus to broken. ///Provide procCode that should be charted, can be null but will not chart a broken procedure. ///Also considers various broken procedure based prefs. ///Makes its own securitylog entries.</summary> public static void BreakApptHelper(Appointment appt, Patient pat, ProcedureCode procCode) { //suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed. DateTime datePrevious = appt.DateTStamp; bool suppressHistory = false; if (procCode != null) { suppressHistory = (procCode.ProcCode.In("D9986", "D9987")); } Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods if (appt.AptStatus != ApptStatus.Complete) //seperate log entry for completed appointments. { SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Broken from the Appts module.", appt.AptNum, datePrevious); } else { SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Broken from the Appts module.", appt.AptNum, datePrevious); } #region HL7 //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined if (HL7Defs.IsExistingHL7Enabled()) { //S15 - Appt Cancellation event MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(pat, Patients.GetPat(pat.Guarantor), EventTypeHL7.S15, appt); //Will be null if there is no outbound SIU message defined, so do nothing if (messageHL7 != null) { HL7Msg hl7Msg = new HL7Msg(); hl7Msg.AptNum = appt.AptNum; hl7Msg.HL7Status = HL7MessageStatus.OutPending; //it will be marked outSent by the HL7 service. hl7Msg.MsgText = messageHL7.ToString(); hl7Msg.PatNum = pat.PatNum; HL7Msgs.Insert(hl7Msg); #if DEBUG MessageBox.Show("Appointments", messageHL7.ToString()); #endif } } #endregion #region Charting the proc if (procCode != null) { switch (procCode.ProcCode) { case "D9986": //Missed HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed); break; case "D9987": //Cancelled HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled); break; } Procedure procedureCur = new Procedure(); procedureCur.PatNum = pat.PatNum; procedureCur.ProvNum = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum); procedureCur.CodeNum = procCode.CodeNum; procedureCur.ProcDate = DateTime.Today; procedureCur.DateEntryC = DateTime.Now; procedureCur.ProcStatus = ProcStat.C; procedureCur.ClinicNum = appt.ClinicNum; procedureCur.UserNum = Security.CurUser.UserNum; procedureCur.Note = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + " " + appt.AptDateTime.ToString(); procedureCur.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default proc place of service for the Practice is used. List <InsSub> listInsSubs = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum)); List <InsPlan> listInsPlans = InsPlans.RefreshForSubList(listInsSubs); List <PatPlan> listPatPlans = PatPlans.Refresh(pat.PatNum); InsPlan insPlanPrimary = null; InsSub insSubPrimary = null; if (listPatPlans.Count > 0) { insSubPrimary = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs); insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans); } double procFee; long feeSch; if (insPlanPrimary == null || procCode.NoBillIns) { feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, procedureCur.ProvNum); } else //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns { feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, procedureCur.ProvNum); } procFee = Fees.GetAmount0(procedureCur.CodeNum, feeSch, procedureCur.ClinicNum, procedureCur.ProvNum); if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical) //PPO { double provFee = Fees.GetAmount0(procedureCur.CodeNum, Providers.GetProv(procedureCur.ProvNum).FeeSched, procedureCur.ClinicNum, procedureCur.ProvNum); procedureCur.ProcFee = Math.Max(provFee, procFee); } else { procedureCur.ProcFee = procFee; } if (!PrefC.GetBool(PrefName.EasyHidePublicHealth)) { procedureCur.SiteNum = pat.SiteNum; } Procedures.Insert(procedureCur); //Now make a claimproc if the patient has insurance. We do this now for consistency because a claimproc could get created in the future. List <Benefit> listBenefits = Benefits.Refresh(listPatPlans, listInsSubs); List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(procedureCur.ProcNum); Procedures.ComputeEstimates(procedureCur, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs); FormProcBroken FormPB = new FormProcBroken(procedureCur); FormPB.IsNew = true; FormPB.ShowDialog(); } #endregion #region BrokenApptAdjustment if (PrefC.GetBool(PrefName.BrokenApptAdjustment)) { Adjustment AdjustmentCur = new Adjustment(); AdjustmentCur.DateEntry = DateTime.Today; AdjustmentCur.AdjDate = DateTime.Today; AdjustmentCur.ProcDate = DateTime.Today; AdjustmentCur.ProvNum = appt.ProvNum; AdjustmentCur.PatNum = pat.PatNum; AdjustmentCur.AdjType = PrefC.GetLong(PrefName.BrokenAppointmentAdjustmentType); AdjustmentCur.ClinicNum = appt.ClinicNum; FormAdjust FormA = new FormAdjust(pat, AdjustmentCur); FormA.IsNew = true; FormA.ShowDialog(); } #endregion #region BrokenApptCommLog if (PrefC.GetBool(PrefName.BrokenApptCommLog)) { Commlog CommlogCur = new Commlog(); CommlogCur.PatNum = pat.PatNum; CommlogCur.CommDateTime = DateTime.Now; CommlogCur.CommType = Commlogs.GetTypeAuto(CommItemTypeAuto.APPT); CommlogCur.Note = Lan.g("Appointment", "Appt BROKEN for") + " " + appt.ProcDescript + " " + appt.AptDateTime.ToString(); CommlogCur.Mode_ = CommItemMode.None; CommlogCur.UserNum = Security.CurUser.UserNum; FormCommItem FormCI = new FormCommItem(); FormCI.ShowDialog(new CommItemModel() { CommlogCur = CommlogCur }, new CommItemController(FormCI) { IsNew = true }); } #endregion AutomationL.Trigger(AutomationTrigger.BreakAppointment, null, pat.PatNum); Recalls.SynchScheduledApptFull(appt.PatNum); }
///<summary>Sets given appt.AptStatus to broken. ///Provide procCode that should be charted, can be null but will not chart a broken procedure. ///Also considers various broken procedure based prefs. ///Makes its own securitylog entries.</summary> public static void BreakApptHelper(Appointment appt, Patient pat, ProcedureCode procCode) { //suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed. DateTime datePrevious = appt.DateTStamp; bool suppressHistory = false; if (procCode != null) { suppressHistory = (procCode.ProcCode.In("D9986", "D9987")); } Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods if (appt.AptStatus != ApptStatus.Complete) //seperate log entry for completed appointments. { SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Broken from the Appts module.", appt.AptNum, datePrevious); } else { SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum, appt.ProcDescript + ", " + appt.AptDateTime.ToString() + ", Broken from the Appts module.", appt.AptNum, datePrevious); } #region HL7 //If there is an existing HL7 def enabled, send a SIU message if there is an outbound SIU message defined if (HL7Defs.IsExistingHL7Enabled()) { //S15 - Appt Cancellation event MessageHL7 messageHL7 = MessageConstructor.GenerateSIU(pat, Patients.GetPat(pat.Guarantor), EventTypeHL7.S15, appt); //Will be null if there is no outbound SIU message defined, so do nothing if (messageHL7 != null) { HL7Msg hl7Msg = new HL7Msg(); hl7Msg.AptNum = appt.AptNum; hl7Msg.HL7Status = HL7MessageStatus.OutPending; //it will be marked outSent by the HL7 service. hl7Msg.MsgText = messageHL7.ToString(); hl7Msg.PatNum = pat.PatNum; HL7Msgs.Insert(hl7Msg); #if DEBUG MessageBox.Show("Appointments", messageHL7.ToString()); #endif } } #endregion List <Procedure> listProcedures = new List <Procedure>(); //splits should only exist on procs if they are using tp pre-payments List <PaySplit> listSplitsForApptProcs = new List <PaySplit>(); bool isNonRefundable = false; double brokenProcAmount = 0; Procedure brokenProcedure = new Procedure(); bool wasBrokenProcDeleted = false; if (PrefC.GetYN(PrefName.PrePayAllowedForTpProcs)) { listProcedures = Procedures.GetProcsForSingle(appt.AptNum, false); if (listProcedures.Count > 0) { listSplitsForApptProcs = PaySplits.GetPaySplitsFromProcs(listProcedures.Select(x => x.ProcNum).ToList()); } } #region Charting the proc if (procCode != null) { switch (procCode.ProcCode) { case "D9986": //Missed HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed); break; case "D9987": //Cancelled HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled); break; } brokenProcedure.PatNum = pat.PatNum; brokenProcedure.ProvNum = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum); brokenProcedure.CodeNum = procCode.CodeNum; brokenProcedure.ProcDate = DateTime.Today; brokenProcedure.DateEntryC = DateTime.Now; brokenProcedure.ProcStatus = ProcStat.C; brokenProcedure.ClinicNum = appt.ClinicNum; brokenProcedure.UserNum = Security.CurUser.UserNum; brokenProcedure.Note = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + " " + appt.AptDateTime.ToString(); brokenProcedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default proc place of service for the Practice is used. List <InsSub> listInsSubs = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum)); List <InsPlan> listInsPlans = InsPlans.RefreshForSubList(listInsSubs); List <PatPlan> listPatPlans = PatPlans.Refresh(pat.PatNum); InsPlan insPlanPrimary = null; InsSub insSubPrimary = null; if (listPatPlans.Count > 0) { insSubPrimary = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs); insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans); } double procFee; long feeSch; if (insPlanPrimary == null || procCode.NoBillIns) { feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, brokenProcedure.ProvNum); } else //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns { feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, brokenProcedure.ProvNum); } procFee = Fees.GetAmount0(brokenProcedure.CodeNum, feeSch, brokenProcedure.ClinicNum, brokenProcedure.ProvNum); if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical) //PPO { double provFee = Fees.GetAmount0(brokenProcedure.CodeNum, Providers.GetProv(brokenProcedure.ProvNum).FeeSched, brokenProcedure.ClinicNum, brokenProcedure.ProvNum); brokenProcedure.ProcFee = Math.Max(provFee, procFee); } else if (listSplitsForApptProcs.Count > 0 && PrefC.GetBool(PrefName.TpPrePayIsNonRefundable) && procCode.ProcCode == "D9986") { //if there are pre-payments, non-refundable pre-payments is turned on, and the broken appointment is a missed code then auto-fill //the window with the sum of the procs for the appointment. Transfer money below after broken procedure is confirmed by the user. brokenProcedure.ProcFee = listSplitsForApptProcs.Sum(x => x.SplitAmt); isNonRefundable = true; } else { brokenProcedure.ProcFee = procFee; } if (!PrefC.GetBool(PrefName.EasyHidePublicHealth)) { brokenProcedure.SiteNum = pat.SiteNum; } Procedures.Insert(brokenProcedure); //Now make a claimproc if the patient has insurance. We do this now for consistency because a claimproc could get created in the future. List <Benefit> listBenefits = Benefits.Refresh(listPatPlans, listInsSubs); List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(brokenProcedure.ProcNum); Procedures.ComputeEstimates(brokenProcedure, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs); FormProcBroken FormPB = new FormProcBroken(brokenProcedure, isNonRefundable); FormPB.IsNew = true; FormPB.ShowDialog(); brokenProcAmount = FormPB.AmountTotal; wasBrokenProcDeleted = FormPB.IsProcDeleted; } #endregion #region BrokenApptAdjustment if (PrefC.GetBool(PrefName.BrokenApptAdjustment)) { Adjustment AdjustmentCur = new Adjustment(); AdjustmentCur.DateEntry = DateTime.Today; AdjustmentCur.AdjDate = DateTime.Today; AdjustmentCur.ProcDate = DateTime.Today; AdjustmentCur.ProvNum = appt.ProvNum; AdjustmentCur.PatNum = pat.PatNum; AdjustmentCur.AdjType = PrefC.GetLong(PrefName.BrokenAppointmentAdjustmentType); AdjustmentCur.ClinicNum = appt.ClinicNum; FormAdjust FormA = new FormAdjust(pat, AdjustmentCur); FormA.IsNew = true; FormA.ShowDialog(); } #endregion #region BrokenApptCommLog if (PrefC.GetBool(PrefName.BrokenApptCommLog)) { Commlog commlogCur = new Commlog(); commlogCur.PatNum = pat.PatNum; commlogCur.CommDateTime = DateTime.Now; commlogCur.CommType = Commlogs.GetTypeAuto(CommItemTypeAuto.APPT); commlogCur.Note = Lan.g("Appointment", "Appt BROKEN for") + " " + appt.ProcDescript + " " + appt.AptDateTime.ToString(); commlogCur.Mode_ = CommItemMode.None; commlogCur.UserNum = Security.CurUser.UserNum; commlogCur.IsNew = true; FormCommItem FormCI = new FormCommItem(commlogCur); FormCI.ShowDialog(); } #endregion #region Transfer money from TP Procedures if necessary //Note this MUST come after FormProcBroken since clicking cancel in that window will delete the procedure. if (isNonRefundable && !wasBrokenProcDeleted && listSplitsForApptProcs.Count > 0) { //transfer what the user specified in the broken appointment window. //transfer up to the amount specified by the user foreach (Procedure proc in listProcedures) { if (brokenProcAmount == 0) { break; } List <PaySplit> listSplitsForAppointmentProcedure = listSplitsForApptProcs.FindAll(x => x.ProcNum == proc.ProcNum); foreach (PaySplit split in listSplitsForAppointmentProcedure) { if (brokenProcAmount == 0) { break; } double amt = Math.Min(brokenProcAmount, split.SplitAmt); Payments.CreateTransferForTpProcs(proc, new List <PaySplit> { split }, brokenProcedure, amt); double amtPaidOnApt = listSplitsForApptProcs.Sum(x => x.SplitAmt); if (amtPaidOnApt > amt) { //If the original prepayment amount is greater than the amt being specified for the appointment break, transfer //the difference to an Unallocated Unearned Paysplit on the account. double remainingAmt = amtPaidOnApt - amt; //We have to create a new transfer payment here to correlate to the split. Payment txfrPayment = new Payment(); txfrPayment.PayAmt = 0; txfrPayment.PayDate = DateTime.Today; txfrPayment.ClinicNum = split.ClinicNum; txfrPayment.PayNote = "Automatic transfer from treatment planned procedure prepayment."; txfrPayment.PatNum = split.PatNum; //ultimately where the payment ends up. txfrPayment.PayType = 0; Payments.Insert(txfrPayment); PaymentEdit.IncomeTransferData transferData = PaymentEdit.IncomeTransferData.CreateTransfer(split, txfrPayment.PayNum, true, remainingAmt); PaySplit offset = transferData.ListSplitsCur.FirstOrDefault(x => x.FSplitNum != 0); long offsetSplitNum = PaySplits.Insert(offset); //Get the FSplitNum from the offset PaySplit allocation = transferData.ListSplitsCur.FirstOrDefault(x => x.FSplitNum == 0); allocation.FSplitNum = offsetSplitNum; PaySplits.Insert(allocation); //Insert so the split is now up to date SecurityLogs.MakeLogEntry(Permissions.PaymentCreate, txfrPayment.PatNum, "Automatic transfer of funds for treatment plan procedure pre-payments."); } brokenProcAmount -= amt; } } } //if broken appointment procedure was deleted (user cancelled out of the window) just keep money on the original procedure. #endregion AppointmentEvent.Fire(ODEventType.AppointmentEdited, appt); AutomationL.Trigger(AutomationTrigger.BreakAppointment, null, pat.PatNum); Recalls.SynchScheduledApptFull(appt.PatNum); }