private void butOK_Click(object sender, System.EventArgs e)
{
ReportComplex report = new ReportComplex(true, true);
FeeSched feeSched = _listFeeScheds[listBoxFeeSched.SelectedIndex];
long clinicNum = 0;
if (listBoxClinics.SelectedIndex > 0)
{
clinicNum = _listClinics[listBoxClinics.SelectedIndex - 1].ClinicNum;
}
long provNum = 0;
if (listBoxProviders.SelectedIndex > 0)
{
provNum = _listProviders[listBoxProviders.SelectedIndex - 1].ProvNum;
}
DataTable dataTable = RpProcCodes.GetData(feeSched.FeeSchedNum, clinicNum, provNum, radioCategories.Checked, checkShowBlankFees.Checked);
report.ReportName = "Procedure Codes - Fee Schedules";
report.AddTitle("Title", Lan.g(this, "Procedure Codes - Fee Schedules"));
report.AddSubTitle("Fee Schedule", feeSched.Description);
report.AddSubTitle("Clinic", listBoxClinics.Items[listBoxClinics.SelectedIndex].ToString());
report.AddSubTitle("Provider", listBoxProviders.Items[listBoxProviders.SelectedIndex].ToString());
report.AddSubTitle("Date", DateTime.Now.ToShortDateString());
QueryObject queryObject = new QueryObject();
queryObject = report.AddQuery(dataTable, "", "", SplitByKind.None, 1, true);
if (radioCategories.Checked)
{
queryObject.AddColumn("Category", 100, FieldValueType.String);
queryObject.GetColumnDetail("Category").SuppressIfDuplicate = true;
}
queryObject.AddColumn("Code", 100, FieldValueType.String);
queryObject.AddColumn("Desc", 600, FieldValueType.String);
queryObject.AddColumn("Abbr", 100, FieldValueType.String);
queryObject.AddColumn("Fee", 100, FieldValueType.String);
queryObject.GetColumnDetail("Fee").ContentAlignment = ContentAlignment.MiddleRight;
queryObject.GetColumnDetail("Fee").StringFormat = "C"; //This isn't working...
report.AddPageNum();
// execute query
if (!report.SubmitQueries())
{
return;
}
// display report
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butReport_Click(object sender, System.EventArgs e)
{
if (!validDateFrom.IsValid || !validDateTo.IsValid)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
DateTime dateFrom = PIn.Date(validDateFrom.Text);
DateTime dateTo = PIn.Date(validDateTo.Text);
if (dateTo < dateFrom)
{
MsgBox.Show(this, "To date cannot be before From date.");
return;
}
if (dateFrom.AddYears(1) <= dateTo)
{
MsgBox.Show(this, "Date range must not exceed 1 year.");
return;
}
ReportComplex report = new ReportComplex(true, false);
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Birthdays");
report.AddTitle("Title", Lan.g(this, "Birthdays"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", dateFrom.ToShortDateString() + " - " + dateTo.ToShortDateString(), fontSubTitle);
QueryObject query = report.AddQuery(RpBirthday.GetBirthdayTable(dateFrom, dateTo), "", "", SplitByKind.None, 1, true);
query.AddColumn("LName", 90, FieldValueType.String, font);
query.AddColumn("FName", 90, FieldValueType.String, font);
query.AddColumn("Preferred", 90, FieldValueType.String, font);
query.AddColumn("Address", 90, FieldValueType.String, font);
query.AddColumn("Address2", 90, FieldValueType.String, font);
query.AddColumn("City", 75, FieldValueType.String, font);
query.AddColumn("State", 60, FieldValueType.String, font);
query.AddColumn("Zip", 75, FieldValueType.String, font);
query.AddColumn("Birthdate", 75, FieldValueType.Date, font);
query.GetColumnDetail("Birthdate").StringFormat = "d";
query.AddColumn("Age", 45, FieldValueType.Integer, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void CreateGrouped()
{
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpProcSheet.GetGroupedTable(date1.SelectionStart, date2.SelectionStart, _listProvNums, _listClinicNums, textCode.Text, checkAllProv.Checked);
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, "Procedures By Procedure Code");
report.AddTitle("Title", Lan.g(this, "Procedures By Procedure Code"), 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, "Category"), 150, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Code"), 130, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Description"), 140, FieldValueType.String, font);
query.AddColumn(Lan.g(this, "Quantity"), 60, FieldValueType.Integer, font);
query.GetColumnDetail(Lan.g(this, "Quantity")).ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn(Lan.g(this, "Average Fee"), 110, FieldValueType.String, font);
query.GetColumnDetail(Lan.g(this, "Average Fee")).ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn(Lan.g(this, "Total Fees"), 110, FieldValueType.Number, font);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
//Only called in FillGrid().
private void RefreshReport()
{
bool hasValidationPassed = ValidateFields();
//Above line also sets "All" clinics option if no items are selected.
DataTable tableNotBilled = new DataTable();
if (hasValidationPassed)
{
//not truly all clinics; just the ones user has permission for
tableNotBilled = RpProcNotBilledIns.GetProcsNotBilled(comboClinics.ListSelectedClinicNums, checkMedical.Checked, _myReportDateFrom, _myReportDateTo,
checkShowProcsNoIns.Checked, checkShowProcsInProcess.Checked);
}
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
subtitleClinics = Lan.g(this, "Clinics: ") + comboClinics.GetStringSelectedClinics();
}
//This report will never show progress for printing. This is because the report is being rebuilt whenever the grid is refreshed.
_myReport = new ReportComplex(true, false, false);
_myReport.ReportName = Lan.g(this, "Procedures Not Billed to Insurance");
_myReport.AddTitle("Title", Lan.g(this, "Procedures Not Billed to Insurance"));
_myReport.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (_myReportDateFrom == _myReportDateTo)
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString());
}
else
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString() + " - " + _myReportDateTo.ToShortDateString());
}
if (PrefC.HasClinicsEnabled)
{
_myReport.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = _myReport.AddQuery(tableNotBilled, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Patient Name", _colWidthPatName, FieldValueType.String);
query.AddColumn("Stat", _colWidthStat, FieldValueType.String);
query.AddColumn("Procedure Date", _colWidthProcDate, FieldValueType.Date);
query.GetColumnDetail("Procedure Date").StringFormat = "d";
query.AddColumn("Procedure Description", 300, FieldValueType.String);
query.AddColumn("Amount", _colWidthAmount, FieldValueType.Number);
_myReport.AddPageNum();
if (!_myReport.SubmitQueries(false)) //If we are loading and there are no results for _myReport do not show msgbox found in SubmitQueryies(...).
{
return;
}
}
///<summary>Uses the report complex pattern to print the same report generated by FillGrid()</summary>
private void butRunReport_Click(object sender, EventArgs e)
{
if (!ValidateFilters())
{
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = comboClinicMulti.ListSelectedClinicNums;
DataTable table = RpClaimNotSent.GetClaimsNotSent(_startDate, _endDate, listClinicNums, true, (ClaimNotSentStatuses)comboBoxInsFilter.SelectedItem);
string subtitleClinics = "";
subtitleClinics = comboClinicMulti.GetStringSelectedClinics();
report.ReportName = Lan.g(this, "Claims Not Sent");
report.AddTitle("Title", Lan.g(this, "Claims Not Sent"));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = report.AddQuery(table, "Date: " + DateTimeOD.Today.ToShortDateString());
if (PrefC.HasClinicsEnabled)
{
query.AddColumn("Clinic", 60, FieldValueType.String);
}
query.AddColumn("Date", 85, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Type", 90, FieldValueType.String);
query.AddColumn("Claim Status", 100, FieldValueType.String);
query.AddColumn("Patient Name", 150, FieldValueType.String);
query.AddColumn("Insurance Carrier", 150, FieldValueType.String);
query.AddColumn("Amount", 90, FieldValueType.Number);
query.AddColumn("Proc Codes", 90);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (PrefC.HasClinicsEnabled && !checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
DataTable table = RpPatPortionUncollected.GetPatUncollected(date1.SelectionStart, date2.SelectionStart, listClinicNums);
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked && !Security.CurUser.ClinicIsRestricted)
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
}
}
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, "Patient Portion Uncollected");
report.AddTitle("Title", Lan.g(this, "Patient Portion Uncollected"), fontTitle);
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Dates of Report", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics, fontSubTitle);
}
QueryObject query = report.AddQuery(table, "Patient Portion Uncollected");
query.AddColumn("Date", 90, FieldValueType.Date, font);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Patient Name", 150, FieldValueType.String, font);
query.AddColumn("Procedure", 80, FieldValueType.String, font);
query.AddColumn("Fee", 60, FieldValueType.Number, font);
query.AddColumn("Patient", 65, FieldValueType.Number, font);
query.AddColumn("Adjustment", 75, FieldValueType.Number, font);
query.AddColumn("Patient Paid", 90, FieldValueType.Number, font);
query.AddColumn("Uncollected", 80, FieldValueType.Number, font);
report.AddPageNum(font);
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (PrefC.HasClinicsEnabled)
{
if (!checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
ReportComplex report = new ReportComplex(true, false);
Cursor = Cursors.WaitCursor;
List <long> listClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
DataTable tableOverpaid = RpInsOverpaid.GetInsuranceOverpaid(dateStart.SelectionStart, dateEnd.SelectionStart, listClinicNums,
radioGroupByProc.Checked);
Cursor = Cursors.Default;
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
if (checkAllClin.Checked)
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
}
}
report.ReportName = Lan.g(this, "Insurance Overpaid");
report.AddTitle("Title", Lan.g(this, "Insurance Overpaid"));
report.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = report.AddQuery(tableOverpaid, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Pat Name", 200, FieldValueType.String);
query.AddColumn("Date", 90, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Fee", 100, FieldValueType.Number);
query.AddColumn("InsPaid+W/O", 120, FieldValueType.Number);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (date2.SelectionStart < date1.SelectionStart)
{
MsgBox.Show(this, "End date cannot be before start date.");
return;
}
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (_hasClinicsEnabled)
{
if (!checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
List <long> listClinicNums = new List <long>();
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
List <string> listProvNames = new List <string>();
List <long> listProvNums = new List <long>();
if (checkAllProv.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
listProvNames.Add(_listProviders[i].Abbr);
}
}
else
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProv.SelectedIndices[i]].ProvNum);
listProvNames.Add(_listProviders[listProv.SelectedIndices[i]].Abbr);
}
}
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpWriteoffSheet.GetWriteoffTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums
, checkAllClin.Checked, _hasClinicsEnabled, GetWriteoffType());
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Daily Writeoffs");
report.AddTitle("Title", Lan.g(this, "Daily Writeoffs"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
if (checkAllProv.Checked)
{
report.AddSubTitle("Providers", Lan.g(this, "All Providers"));
}
else
{
report.AddSubTitle("Providers", string.Join(", ", listProvNames));
}
if (_hasClinicsEnabled)
{
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
clinNames += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
report.AddSubTitle("Clinics", clinNames);
}
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 100, FieldValueType.Date);
query.AddColumn("Patient Name", 150);
query.AddColumn("Carrier", 225);
query.AddColumn("Provider", 60);
if (_hasClinicsEnabled)
{
query.AddColumn("Clinic", 80);
}
query.AddColumn("Amount", 75, FieldValueType.Number);
query.GetColumnDetail("Amount").ContentAlignment = ContentAlignment.MiddleRight;
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textDateFrom.errorProvider1.GetError(textDateFrom) != "" ||
textDateTo.errorProvider1.GetError(textDateTo) != ""
)
{
MessageBox.Show(Lan.g(this, "Please fix data entry errors first."));
return;
}
if (listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (listProv.SelectedIndices[0] == 0 && listProv.SelectedIndices.Count > 1)
{
MsgBox.Show(this, "You cannot select 'All' providers as well as specific providers.");
return;
}
DateTime dateFrom = PIn.Date(textDateFrom.Text);
DateTime dateTo = PIn.Date(textDateTo.Text);
if (dateTo < dateFrom)
{
MsgBox.Show(this, "To date cannot be before From date.");
return;
}
bool hasAllProvs = (listProv.SelectedIndices[0] == 0);
List <long> listProvNums = new List <long>();
List <string> listProvNames = new List <string>();
if (hasAllProvs)
{
listProv.ClearSelected();
for (int i = 1; i < listProv.Items.Count; i++) //Start i at 1 due to the 'All' option.
{
listProv.SetSelected(i, true);
}
}
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
//Minus 1 due to the 'All' option.
listProvNums.Add(_listProviders[listProv.SelectedIndices[i] - 1].ProvNum);
listProvNames.Add(_listProviders[listProv.SelectedIndices[i] - 1].Abbr);
}
ReportComplex report;
if (checkLandscape.Checked)
{
report = new ReportComplex(true, true);
}
else
{
report = new ReportComplex(true, false);
}
DataTable table = RpReferralAnalysis.GetReferralTable(dateFrom, dateTo, listProvNums, checkAddress.Checked, checkNewPat.Checked);
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Referral Analysis");
report.AddTitle("Title", Lan.g(this, "Referral Analysis"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", dateFrom.ToString("d") + " - " + dateTo.ToString("d"), fontSubTitle);
if (hasAllProvs)
{
report.AddSubTitle("Provider Subtitle", Lan.g(this, "All Providers"));
}
else if (listProv.SelectedIndices.Count == 1)
{
report.AddSubTitle("Provider SubTitle", Lan.g(this, "Prov:") + " " + _listProviders[listProv.SelectedIndices[0] - 1].GetLongDesc());
}
else
{
report.AddSubTitle("Provider SubTitle", string.Join(", ", listProvNames));
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Last Name", 100, FieldValueType.String);
query.AddColumn("First Name", 100, FieldValueType.String);
query.AddColumn("Count", 40, FieldValueType.Integer);
query.AddColumn("Production", 75, FieldValueType.Number);
query.GetColumnDetail("Production").ContentAlignment = ContentAlignment.MiddleRight;
if (checkAddress.Checked)
{
query.AddColumn("Title", 40);
if (checkLandscape.Checked)
{
query.AddColumn("Address", 160, FieldValueType.String);
query.AddColumn("Add2", 140, FieldValueType.String);
query.AddColumn("City", 90, FieldValueType.String);
}
else
{
query.AddColumn("Address", 140, FieldValueType.String);
query.AddColumn("Add2", 80, FieldValueType.String);
query.AddColumn("City", 70, FieldValueType.String);
}
query.AddColumn("State", 40, FieldValueType.String);
query.AddColumn("Zip", 70, FieldValueType.String);
if (checkLandscape.Checked)
{
query.AddColumn("Specialty", 90, FieldValueType.String);
}
else
{
query.AddColumn("Specialty", 60, FieldValueType.String);
}
}
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
//Only called in FillGrid().
private void RefreshReport()
{
bool hasValidationPassed = ValidateFields();
List <long> listClinicNums = new List <long>();
if (PrefC.HasClinicsEnabled)
{
if (comboBoxMultiClinics.ListSelectedIndices.Contains(0)) //All option selected
{
for (int j = 0; j < _listClinics.Count; j++)
{
listClinicNums.Add(_listClinics[j].ClinicNum); //Add all clinics this person has access to.
}
if (!Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(0); //Unassigned
}
}
else //All option not selected
{
for (int i = 0; i < comboBoxMultiClinics.ListSelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 1].ClinicNum); //Minus 1 to skip over the All.
}
else if (comboBoxMultiClinics.ListSelectedIndices[i] == 1) //Not restricted and user selected Unassigned.
{
listClinicNums.Add(0); //Unassigned
}
else //Not restricted and Unassigned option is not selected.
{
listClinicNums.Add(_listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 2].ClinicNum); //Minus 2 to skip over All and Unassigned.
}
}
}
}
DataTable tableNotBilled = new DataTable();
if (hasValidationPassed)
{
tableNotBilled = RpProcNotBilledIns.GetProcsNotBilled(listClinicNums, checkMedical.Checked, _myReportDateFrom, _myReportDateTo, checkShowProcsNoIns.Checked);
}
string subtitleClinics = "";
if (PrefC.HasClinicsEnabled)
{
if (comboBoxMultiClinics.ListSelectedIndices.Contains(0)) //All option selected
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < comboBoxMultiClinics.ListSelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 1].Abbr; //Minus 1 for All.
}
else //Not restricted
{
if (comboBoxMultiClinics.ListSelectedIndices[i] == 1) //Unassigned option selected.
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[comboBoxMultiClinics.ListSelectedIndices[i] - 2].Abbr; //Minus 2 for All and Unassigned.
}
}
}
}
}
//This report will never show progress for printing. This is because the report is being rebuilt whenever the grid is refreshed.
_myReport = new ReportComplex(true, false, false);
_myReport.ReportName = Lan.g(this, "Procedures Not Billed to Insurance");
_myReport.AddTitle("Title", Lan.g(this, "Procedures Not Billed to Insurance"));
_myReport.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (_myReportDateFrom == _myReportDateTo)
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString());
}
else
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString() + " - " + _myReportDateTo.ToShortDateString());
}
if (PrefC.HasClinicsEnabled)
{
_myReport.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = _myReport.AddQuery(tableNotBilled, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Patient Name", _colWidthPatName, FieldValueType.String);
query.AddColumn("Procedure Date", _colWidthProcDate, FieldValueType.Date);
query.GetColumnDetail("Procedure Date").StringFormat = "d";
query.AddColumn("Procedure Description", 300, FieldValueType.String);
query.AddColumn("Amount", _colWidthAmount, FieldValueType.Number);
_myReport.AddPageNum();
if (!_myReport.SubmitQueries(false)) //If we are loading and there are no results for _myReport do not show msgbox found in SubmitQueryies(...).
{
return;
}
}
private void butUnearnedAllocationOK_Click(object sender, EventArgs e)
{
if (PrefC.HasClinicsEnabled)
{
if (!checkUnearnedAllocationAllClins.Checked && listUnearnedAllocationClins.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
if (!checkUnearnedAllocationAllProvs.Checked && listUnearnedAllocationProvs.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (!checkUnearnedAllocationAllTypes.Checked && listUnearnedAllocationTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one unearned type must be selected.");
return;
}
List <long> listClinicNums = listUnearnedAllocationClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.ClinicNum).ToList();
List <long> listProvNums = listUnearnedAllocationProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.ProvNum).ToList();
List <long> listUnearnedTypeNums = listUnearnedAllocationTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.DefNum).ToList();
ReportComplex report = new ReportComplex(true, true);
DataTable table = RpUnearnedIncome.GetUnearnedAllocationData(listClinicNums, listProvNums, listUnearnedTypeNums, checkUnearnedAllocationExcludeZero.Checked);
report.ReportName = "Unearned Allocation Report";
QueryObject query = report.AddQuery(table, "Unearned Allocation Report");
query.AddColumn("Guar", 150, FieldValueType.String);
query.GetColumnDetail("Guar").Font = new Font(query.GetColumnDetail("Guar").Font, FontStyle.Bold);
query.AddColumn("FamBal", 100, FieldValueType.String);
query.GetColumnDetail("FamBal").Font = new Font(query.GetColumnDetail("FamBal").Font, FontStyle.Bold);
query.AddColumn("FamUnearned", 100, FieldValueType.String);
query.GetColumnDetail("FamUnearned").Font = new Font(query.GetColumnDetail("FamUnearned").Font, FontStyle.Bold);
query.AddColumn("FamRemAmt", 100, FieldValueType.String);
query.GetColumnDetail("FamRemAmt").Font = new Font(query.GetColumnDetail("FamRemAmt").Font, FontStyle.Bold);
query.AddColumn("Pat", 150, FieldValueType.String);
query.AddColumn("Code", 80, FieldValueType.String);
query.AddColumn("Date", 100, FieldValueType.String);
query.AddColumn("Fee", 100, FieldValueType.String);
query.AddColumn("RemAmt", 100, FieldValueType.String);
report.AddTitle("Title", "Unearned Allocation Report");
report.AddSubTitle("Practice Title", PrefC.GetString(PrefName.PracticeTitle));
if (checkUnearnedAllocationAllTypes.Checked)
{
report.AddSubTitle("UnearnedTypes", "All Unearned Types");
}
else
{
string unearnedTypes = string.Join(", ", listUnearnedAllocationTypes.SelectedItems.OfType <ODBoxItem <Def> >().Select(x => x.Tag.ItemName));
report.AddSubTitle("UnearnedTypes", unearnedTypes);
}
if (checkUnearnedAllocationAllProvs.Checked)
{
report.AddSubTitle("Provs", Lan.g(this, "All Providers"));
}
else
{
string provNames = string.Join(", ", listUnearnedAllocationProvs.SelectedItems.OfType <ODBoxItem <Provider> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("ProvNames", provNames);
}
if (PrefC.HasClinicsEnabled) //show sub titles if clinics are enabled.
{
if (checkUnearnedAllocationAllClins.Checked)
{
report.AddSubTitle("Clinics", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = string.Join(", ", listUnearnedAllocationClins.SelectedItems.OfType <ODBoxItem <Clinic> >().Select(x => x.Tag.Abbr));
report.AddSubTitle("Clinics", clinNames);
}
}
report.AddPageNum();
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
//Display report
FormReportComplex FormRC = new FormReportComplex(report);
FormRC.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "Please select at least one provider.");
return;
}
if (PrefC.HasClinicsEnabled) //Using clinics
{
if (listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "Please select at least one clinic.");
return;
}
}
if (dateStart.Value > dateEnd.Value)
{
MsgBox.Show(this, "Start date cannot be greater than the end date.");
return;
}
ReportComplex report = new ReportComplex(true, true);
List <long> listProvNums = new List <long>();
List <long> listClinicNums = new List <long>();
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProv.SelectedIndices[i]].ProvNum);
}
if (checkAllProv.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
}
}
if (PrefC.HasClinicsEnabled)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
DisplayPayPlanType displayPayPlanType;
if (radioInsurance.Checked)
{
displayPayPlanType = DisplayPayPlanType.Insurance;
}
else if (radioPatient.Checked)
{
displayPayPlanType = DisplayPayPlanType.Patient;
}
else
{
displayPayPlanType = DisplayPayPlanType.Both;
}
bool isPayPlanV2 = (PrefC.GetInt(PrefName.PayPlansVersion) == 2);
DataSet ds = RpPayPlan.GetPayPlanTable(dateStart.Value, dateEnd.Value, listProvNums, listClinicNums, checkAllProv.Checked
, displayPayPlanType, checkHideCompletePlans.Checked, checkShowFamilyBalance.Checked, checkHasDateRange.Checked, isPayPlanV2);
DataTable table = ds.Tables["Clinic"];
DataTable tableTotal = ds.Tables["Total"];
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "PaymentPlans");
report.AddTitle("Title", Lan.g(this, "Payment Plans"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
if (checkHasDateRange.Checked)
{
report.AddSubTitle("Date SubTitle", dateStart.Value.ToShortDateString() + " - " + dateEnd.Value.ToShortDateString(), fontSubTitle);
}
else
{
report.AddSubTitle("Date SubTitle", DateTimeOD.Today.ToShortDateString(), fontSubTitle);
}
QueryObject query;
if (PrefC.HasClinicsEnabled)
{
query = report.AddQuery(table, "", "clinicName", SplitByKind.Value, 1, true);
}
else
{
query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
}
query.AddColumn("Provider", 160, FieldValueType.String, font);
query.AddColumn("Guarantor", 160, FieldValueType.String, font);
query.AddColumn("Ins", 40, FieldValueType.String, font);
query.GetColumnHeader("Ins").ContentAlignment = ContentAlignment.MiddleCenter;
query.GetColumnDetail("Ins").ContentAlignment = ContentAlignment.MiddleCenter;
query.AddColumn("Princ", 100, FieldValueType.Number, font);
query.GetColumnHeader("Princ").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Princ").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Accum Int", 100, FieldValueType.Number, font);
query.GetColumnHeader("Accum Int").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Accum Int").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Paid", 100, FieldValueType.Number, font);
query.GetColumnHeader("Paid").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Paid").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Balance", 100, FieldValueType.Number, font);
query.GetColumnHeader("Balance").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Balance").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Due Now", 100, FieldValueType.Number, font);
query.GetColumnHeader("Due Now").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Due Now").ContentAlignment = ContentAlignment.MiddleRight;
if (isPayPlanV2)
{
query.AddColumn("Bal Not Due", 100, FieldValueType.Number, font);
query.GetColumnHeader("Bal Not Due").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Bal Not Due").ContentAlignment = ContentAlignment.MiddleRight;
}
if (checkShowFamilyBalance.Checked)
{
query.AddColumn("Fam Balance", 100, FieldValueType.String, font);
query.GetColumnHeader("Fam Balance").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Fam Balance").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Fam Balance").SuppressIfDuplicate = true;
}
if (PrefC.HasClinicsEnabled)
{
QueryObject queryTotals = report.AddQuery(tableTotal, "Totals");
queryTotals.AddColumn("Clinic", 360, FieldValueType.String, font);
queryTotals.AddColumn("Princ", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Princ").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Princ").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.AddColumn("Accum Int", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Accum Int").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Accum Int").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.AddColumn("Paid", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Paid").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Paid").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.AddColumn("Balance", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Balance").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Balance").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.AddColumn("Due Now", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Due Now").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Due Now").ContentAlignment = ContentAlignment.MiddleRight;
if (isPayPlanV2)
{
queryTotals.AddColumn("Bal Not Due", 100, FieldValueType.Number, font);
queryTotals.GetColumnHeader("Bal Not Due").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Bal Not Due").ContentAlignment = ContentAlignment.MiddleRight;
}
if (checkShowFamilyBalance.Checked)
{
queryTotals.AddColumn("Fam Balance", 100, FieldValueType.String, font);
queryTotals.GetColumnHeader("Fam Balance").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Fam Balance").ContentAlignment = ContentAlignment.MiddleRight;
queryTotals.GetColumnDetail("Fam Balance").SuppressIfDuplicate = true;
}
}
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void ExecuteReport()
{
DateTime dateStart;
DateTime dateEnd;
bool isMedOrClinic;
if (!DateTime.TryParse(textDateStart.Text, out dateStart))
{
MsgBox.Show(this, "Please input a valid date.");
return;
}
if (!DateTime.TryParse(textDateEnd.Text, out dateEnd))
{
MsgBox.Show(this, "Please input a valid date.");
return;
}
if (String.IsNullOrWhiteSpace(textCarrier.Text))
{
MsgBox.Show(this, "Carrier can not be blank. Please input a value for carrier.");
return;
}
ReportComplex report = new ReportComplex(true, true);
if (Clinics.IsMedicalPracticeOrClinic(Clinics.ClinicNum))
{
isMedOrClinic = true;
}
else
{
isMedOrClinic = false;
}
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.AddTitle("Title", Lan.g(this, "Capitation Utilization"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date", textDateStart.Text + " - " + textDateEnd.Text, fontSubTitle);
DataTable table = RpCapitation.GetCapitationTable(dateStart, dateEnd, textCarrier.Text, isMedOrClinic);
QueryObject query = report.AddQuery(table, "", "", SplitByKind.None, 1, true);
query.AddColumn("Carrier", 150, FieldValueType.String, font);
query.GetColumnDetail("Carrier").SuppressIfDuplicate = true;
query.AddColumn("Subscriber", 120, FieldValueType.String, font);
query.GetColumnDetail("Subscriber").SuppressIfDuplicate = true;
query.AddColumn("Subsc SSN", 70, FieldValueType.String, font);
query.GetColumnDetail("Subsc SSN").SuppressIfDuplicate = true;
query.AddColumn("Patient", 120, FieldValueType.String, font);
query.AddColumn("Pat DOB", 80, FieldValueType.Date, font);
if (Clinics.IsMedicalPracticeOrClinic(Clinics.ClinicNum))
{
query.AddColumn("Code", 140, FieldValueType.String, font);
query.AddColumn("Proc Description", 120, FieldValueType.String, font);
query.AddColumn("Date", 80, FieldValueType.Date, font);
query.AddColumn("UCR Fee", 60, FieldValueType.Number, font);
query.AddColumn("Co-Pay", 60, FieldValueType.Number, font);
}
else
{
query.AddColumn("Code", 50, FieldValueType.String, font);
query.AddColumn("Proc Description", 120, FieldValueType.String, font);
query.AddColumn("Tth", 30, FieldValueType.String, font);
query.AddColumn("Surf", 40, FieldValueType.String, font);
query.AddColumn("Date", 80, FieldValueType.Date, font);
query.AddColumn("UCR Fee", 70, FieldValueType.Number, font);
query.AddColumn("Co-Pay", 70, FieldValueType.Number, font);
}
if (!report.SubmitQueries())
{
//DialogResult=DialogResult.Cancel;
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
///<summary>Uses the report complex pattern to print the same report generated by FillGrid()</summary>
private void butRunReport_Click(object sender, EventArgs e)
{
if (!ValidateFilters())
{
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listClinicNums = GetSelectedClinicNums();
DataTable table = RpClaimNotSent.GetClaimsNotSent(_startDate, _endDate, listClinicNums, true, (ClaimNotSentStatuses)comboBoxInsFilter.SelectedItem);
string subtitleClinics = "";
//the following logic could probably be simplified
if (PrefC.HasClinicsEnabled)
{
if (comboBoxClinics.SelectedIndices.Contains(0))
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < comboBoxClinics.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[(int)comboBoxClinics.SelectedIndices[i] - 1].Abbr;
}
else
{
if ((int)comboBoxClinics.SelectedIndices[i] == 1)
{
subtitleClinics += Lan.g(this, "Unassigned"); //start here
}
else
{
subtitleClinics += _listClinics[(int)comboBoxClinics.SelectedIndices[i] - 2].Abbr; //Minus 2 from the selected index
}
}
}
}
}
report.ReportName = Lan.g(this, "Claims Not Sent");
report.AddTitle("Title", Lan.g(this, "Claims Not Sent"));
if (PrefC.HasClinicsEnabled)
{
report.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = report.AddQuery(table, "Date: " + DateTimeOD.Today.ToShortDateString());
if (PrefC.HasClinicsEnabled)
{
query.AddColumn("Clinic", 60, FieldValueType.String);
}
query.AddColumn("Date", 85, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Type", 90, FieldValueType.String);
query.AddColumn("Claim Status", 100, FieldValueType.String);
query.AddColumn("Patient Name", 150, FieldValueType.String);
query.AddColumn("Insurance Carrier", 150, FieldValueType.String);
query.AddColumn("Amount", 90, FieldValueType.Number);
query.AddColumn("Proc Codes", 90);
report.AddPageNum();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
int payPlanVersion = PrefC.GetInt(PrefName.PayPlansVersion);
string bDate;
string eDate;
decimal rcvStart = 0;
decimal rcvCharge = 0;
decimal rcvPayPlanCredit = 0;
decimal rcvProd = 0;
decimal rcvPayPlanCharges = 0;
decimal rcvAdj = 0;
decimal rcvWriteoff = 0;
decimal rcvPayment = 0;
decimal rcvInsPayment = 0;
decimal runningRcv = 0;
decimal rcvDaily = 0;
decimal[] colTotals = new decimal[11];
string wMonth;
string wYear;
string wDay = "01";
string wDate;
// Get the year / month and instert the 1st of the month for stop point for calculated running balance
wYear = date1.SelectionStart.Year.ToString();
wMonth = date1.SelectionStart.Month.ToString();
if (wMonth.Length < 2)
{
wMonth = "0" + wMonth;
}
wDate = wYear + "-" + wMonth + "-" + wDay;
List <long> listProvNums = new List <long>();
bool hasAllProvs = (listProv.SelectedIndices[0] == 0);
if (!hasAllProvs)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
//Minus 1 due to the 'Practice' option.
listProvNums.Add(_listProvs[listProv.SelectedIndices[i] - 1].ProvNum);
}
}
bool isPayPlan2;
if (payPlanVersion == 2)
{
isPayPlan2 = true;
}
else
{
isPayPlan2 = false;
}
ReportComplex report = new ReportComplex(true, isPayPlan2); //Landscape if using PayPlan Version 2
DataTable TableProduction = new DataTable(); //Production
DataTable TablePayPlanCredit = new DataTable(); //PayPlanCredits
DataTable TableCharge = new DataTable(); //charges(Production-PayPlanCredits)
DataTable TablePayPlanCharge = new DataTable(); //PayPlanCharges
DataTable TableCapWriteoff = new DataTable(); //capComplete writeoffs
DataTable TableInsWriteoff = new DataTable(); //ins writeoffs
DataTable TablePay = new DataTable(); //payments - Patient
DataTable TableIns = new DataTable(); //payments - Ins, added SPK
DataTable TableAdj = new DataTable(); //adjustments
//
// Main Loop: This will loop twice 1st loop gets running balance to start of month selected
// 2nd will break the numbers down by day and calculate the running balances
//
for (int j = 0; j <= 1; j++)
{
if (j == 0)
{
bDate = "0001-01-01";
eDate = wDate;
}
else
{
bDate = wDate;
eDate = POut.Date(date1.SelectionStart.AddDays(1)).Substring(1, 10); // Needed because all Queries are < end date to get correct Starting AR
}
TableProduction = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableProduction");
if (isPayPlan2)
{
TablePayPlanCredit = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCredit");
TableCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCharge");
TablePayPlanCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCharge");
}
TableCapWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCapWriteoff");
TableInsWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableInsWriteoff");
TablePay = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePay");
TableIns = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableIns");
TableAdj = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableAdj");
//Sum up all the transactions grouped by date.
Dictionary <DateTime, decimal> dictPayPlanCharges = TablePayPlanCharge.Select().GroupBy(x => PIn.Date(x["ChargeDate"].ToString()))
.ToDictionary(y => y.Key, y => y.ToList().Sum(z => PIn.Decimal(z["Amt"].ToString())));
//1st Loop Calculate running Accounts Receivable upto the 1st of the Month Selected
//2nd Loop Calculate the Daily Accounts Receivable upto the Date Selected
//Finaly Generate Report showing the breakdown upto the date specified with totals for what is on the report
if (j == 0)
{
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString()); //Production-PayPlanCredits
}
rcvPayPlanCharges += dictPayPlanCharges.Sum(x => x.Value);
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
TableProduction.Clear();
TablePayPlanCredit.Clear();
TableCharge.Clear();
TablePayPlanCharge.Clear();
TableCapWriteoff.Clear();
TableInsWriteoff.Clear();
TablePay.Clear();
TableIns.Clear();
TableAdj.Clear();
rcvStart = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
}
else
{
rcvCharge = 0;
rcvPayPlanCredit = 0;
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvDaily = 0;
runningRcv = rcvStart;
DataTable TableQ = new DataTable();
TableQ.Columns.Add("Date");
TableQ.Columns.Add("Production");
TableQ.Columns.Add("PayPlanCredits");
TableQ.Columns.Add("Charges");
TableQ.Columns.Add("PayPlanCharges");
TableQ.Columns.Add("Adjustments");
TableQ.Columns.Add("Writeoffs");
TableQ.Columns.Add("Payment");
TableQ.Columns.Add("InsPayment");
TableQ.Columns.Add("Daily");
TableQ.Columns.Add("Running");
eDate = POut.Date(date1.SelectionStart).Substring(1, 10); // Reset EndDate to Selected Date
DateTime[] dates = new DateTime[(PIn.Date(eDate) - PIn.Date(bDate)).Days + 1];
for (int i = 0; i < dates.Length; i++) //usually 31 days in loop
{
dates[i] = PIn.Date(bDate).AddDays(i);
//create new row called 'row' based on structure of TableQ
DataRow row = TableQ.NewRow();
row[0] = dates[i].ToShortDateString();
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableProduction.Rows[k][0].ToString())))
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePayPlanCredit.Rows[k][0].ToString())))
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCharge.Rows[k][0].ToString())))
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString());
}
}
decimal rcvPayPlanChargesForDay = 0;
if (dictPayPlanCharges.TryGetValue(dates[i], out rcvPayPlanChargesForDay))
{
rcvPayPlanCharges += rcvPayPlanChargesForDay;
}
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCapWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableAdj.Rows[k][0].ToString())))
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableInsWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePay.Rows[k][0].ToString())))
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableIns.Rows[k][0].ToString())))
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
}
//rcvPayPlanCharges and rcvPayPlanCredit will be 0 if not on version 2.
rcvDaily = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
runningRcv += (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
row["Production"] = rcvProd.ToString("n");
row["PayPlanCredits"] = rcvPayPlanCredit.ToString("n");
row["Charges"] = rcvCharge.ToString("n");
row["PayPlanCharges"] = rcvPayPlanCharges.ToString("n");
row["Adjustments"] = rcvAdj.ToString("n");
row["Writeoffs"] = rcvWriteoff.ToString("n");
row["Payment"] = rcvPayment.ToString("n");
row["InsPayment"] = rcvInsPayment.ToString("n");
row["Daily"] = rcvDaily.ToString("n");
row["Running"] = runningRcv.ToString("n");
colTotals[1] += rcvProd;
colTotals[2] += rcvPayPlanCredit;
colTotals[3] += rcvCharge;
colTotals[4] += rcvPayPlanCharges;
colTotals[5] += rcvAdj;
colTotals[6] += rcvWriteoff;
colTotals[7] += rcvPayment;
colTotals[8] += rcvInsPayment;
colTotals[9] += rcvDaily;
colTotals[10] = runningRcv;
TableQ.Rows.Add(row); //adds row to table Q
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvCharge = 0;
rcvPayPlanCredit = 0;
}
//Drop the PayPlan columns if not version 2
if (!isPayPlan2)
{
TableQ.Columns.RemoveAt(2); //PayPlanCredits
TableQ.Columns.RemoveAt(2); //Production - PayPlanCredits
TableQ.Columns.RemoveAt(2); //PayPlanCharges
}
////columnCount will get incremented on the second ColTotal call so we can use it in this way
//if(payPlanVersion==2) {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[2].ToString("n")); //payplancharges
// report.ColTotal[3]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[4]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[5]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[6]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[7]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[8]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
//else {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[3]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[4]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[5]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[6]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[7]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
Font font = new Font("Tahoma", 9);
Font boldFont = 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, "Receivables Breakdown");
report.AddTitle("Title", Lan.g(this, "Receivables Breakdown"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d"), fontSubTitle);
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (hasAllProvs)
{
provNames = "All Providers";
break;
}
if (i > 0)
{
provNames += ", ";
}
provNames += _listProvs[listProv.SelectedIndices[i] - 1].Abbr;
}
report.AddSubTitle("Provider SubTitle", provNames);
int[] summaryGroups1 = { 1 };
QueryObject query = report.AddQuery(TableQ, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 72, FieldValueType.Date);
query.AddColumn("Production", 80, FieldValueType.Number);
query.GetColumnDetail("Production").ContentAlignment = ContentAlignment.MiddleRight;
if (isPayPlan2)
{
query.AddColumn("PayPlanCredits", 90, FieldValueType.Number);
query.GetColumnDetail("PayPlanCredits").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Prod - PPCred", 85, FieldValueType.Number);
query.GetColumnDetail("Prod - PPCred").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("PayPlanCharges", 100, FieldValueType.Number);
query.GetColumnDetail("PayPlanCharges").ContentAlignment = ContentAlignment.MiddleRight;
}
query.AddColumn("Adjustment", 80, FieldValueType.Number);
query.GetColumnDetail("Adjustment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Writeoff", 80, FieldValueType.Number);
query.GetColumnDetail("Writeoff").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Payment", 80, FieldValueType.Number);
query.GetColumnDetail("Payment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("InsPayment", 80, FieldValueType.Number);
query.GetColumnDetail("InsPayment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Daily A/R", 100, FieldValueType.Number);
query.GetColumnDetail("Daily A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Ending A/R", 100);
query.GetColumnDetail("Ending A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Ending A/R").Font = boldFont;
if (isPayPlan2)
{
report.AddFooterText("Desc", "Receivables Calculation: (Production - PayPlanCredits + PayPlanCharges + Adjustments - Writeoffs) "
+ "- (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
else
{
report.AddFooterText("Desc", "Receivables Calculation: (Production + Adjustments - Writeoffs) - (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
//report.AddText("EndingAR","Final Ending A/R: "+runningRcv.ToString(),boldFont,0,ContentAlignment.MiddleLeft);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
} //END If
} // END For Loop
} //END OK button Clicked
private void butOK_Click(object sender, System.EventArgs e)
{
if (date2.SelectionStart < date1.SelectionStart)
{
MsgBox.Show(this, "End date cannot be before start date.");
return;
}
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (_hasClinicsEnabled)
{
if (!checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
if (!checkAllAdjs.Checked && listType.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one type must be selected.");
return;
}
List <long> listClinicNums = new List <long>();
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
List <long> listProvNums = new List <long>();
if (checkAllProv.Checked)
{
for (int i = 0; i < _listProviders.Count; i++)
{
listProvNums.Add(_listProviders[i].ProvNum);
}
}
else
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
listProvNums.Add(_listProviders[listProv.SelectedIndices[i]].ProvNum);
}
}
List <string> listAdjType = new List <string>();
if (checkAllAdjs.Checked)
{
//add all adjustment types, including hidden
listAdjType = Defs.GetDefsForCategory(DefCat.AdjTypes).Select(x => POut.Long(x.DefNum)).ToList();
}
else
{
for (int i = 0; i < listType.SelectedIndices.Count; i++) //1:1
{
listAdjType.Add(POut.Long(_listAdjTypeDefs[listType.SelectedIndices[i]].DefNum));
}
}
ReportComplex report = new ReportComplex(true, false);
DataTable table = RpAdjSheet.GetAdjTable(date1.SelectionStart, date2.SelectionStart, listProvNums,
listClinicNums, listAdjType, checkAllClin.Checked, _hasClinicsEnabled);
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Daily Adjustments");
report.AddTitle("Title", Lan.g(this, "Daily Adjustments"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"), fontSubTitle);
if (checkAllProv.Checked)
{
report.AddSubTitle("Provider SubTitle", Lan.g(this, "All Providers"));
}
else
{
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i > 0)
{
provNames += ", ";
}
provNames += _listProviders[listProv.SelectedIndices[i]].Abbr;
}
report.AddSubTitle("Provider SubTitle", provNames);
}
if (_hasClinicsEnabled)
{
if (checkAllClin.Checked)
{
report.AddSubTitle("Clinic SubTitle", Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
clinNames += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
report.AddSubTitle("Clinic SubTitle", clinNames);
}
}
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 90, FieldValueType.Date);
query.AddColumn("Patient Name", 130, FieldValueType.String);
query.AddColumn("Prov", 60, FieldValueType.String);
if (_hasClinicsEnabled)
{
query.AddColumn("Clinic", 70, FieldValueType.String);
}
query.AddColumn("AdjustmentType", 150, FieldValueType.String);
query.AddColumn("Note", 180, FieldValueType.String);
query.AddColumn("Amount", 75, FieldValueType.Number);
query.GetColumnDetail("Amount").ContentAlignment = ContentAlignment.MiddleRight;
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void RefreshReport()
{
bool hasValidationPassed = ValidateFields();
DataTable tableOverpaidProcs = new DataTable();
if (hasValidationPassed)
{
ODProgress.ShowAction(
() => {
tableOverpaidProcs = RpProcOverpaid.GetOverPaidProcs(_patNum, _listSelectedProvNums, comboBoxMultiClinics.ListSelectedClinicNums,
_myReportDateFrom, _myReportDateTo);
},
startingMessage: "Refreshing the Grid Data...",
actionException: e => this.Invoke(() => {
FriendlyException.Show(Lan.g(this, "Error filling the Procedures Overpaid grid."), e);
})
);
}
string subTitleProviders = Lan.g(this, "All Providers");
if (_listSelectedProvNums.Count > 0)
{
subTitleProviders = Lan.g(this, "For Providers:") + " " + string.Join(",", _listSelectedProvNums.Select(x => Providers.GetFormalName(x)));
}
string subtitleClinics = comboBoxMultiClinics.GetStringSelectedClinics();
//This report will never show progress for printing. This is because the report is being rebuilt whenever the grid is refreshed.
_myReport = new ReportComplex(true, false, false);
_myReport.ReportName = Lan.g(this, "Overpaid Procedures");
_myReport.AddTitle("Title", Lan.g(this, "Overpaid Procedures"));
_myReport.AddSubTitle("Practice Name", PrefC.GetString(PrefName.PracticeTitle));
if (_myReportDateFrom == _myReportDateTo)
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString());
}
else
{
_myReport.AddSubTitle("Report Dates", _myReportDateFrom.ToShortDateString() + " - " + _myReportDateTo.ToShortDateString());
}
if (_patNum > 0)
{
_myReport.AddSubTitle("Patient", Patients.GetLim(_patNum).GetNameFL());
}
_myReport.AddSubTitle("Providers", subTitleProviders);
if (PrefC.HasClinicsEnabled)
{
_myReport.AddSubTitle("Clinics", subtitleClinics);
}
QueryObject query = _myReport.AddQuery(tableOverpaidProcs, DateTimeOD.Today.ToShortDateString());
query.AddColumn("Patient Name", _colWidthPatName, FieldValueType.String);
query.AddColumn("Date", _colWidthProcDate, FieldValueType.Date);
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Code", _colWidthProcCode, FieldValueType.String);
query.AddColumn("Tth", _colWidthProcTth, FieldValueType.String);
query.AddColumn("Prov", _colWidthProv, FieldValueType.String);
query.AddColumn("Fee", _colWidthFee, FieldValueType.Number);
query.AddColumn("Ins Paid", _colWidthInsPay, FieldValueType.Number);
query.AddColumn("Write-off", _colWidthWO, FieldValueType.Number);
query.AddColumn("Pt Paid", _colWidthPtPaid, FieldValueType.Number);
query.AddColumn("Adjust", _colWidthAdj, FieldValueType.Number);
query.AddColumn("Overpayment", _colWidthOverpay, FieldValueType.Number);
_myReport.AddPageNum();
_myReport.SubmitQueries(false);
}
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 butOK_Click(object sender, System.EventArgs e)
{
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (PrefC.HasClinicsEnabled && !checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
if (!checkPatientTypes.Checked && listPatientTypes.SelectedIndices.Count == 0 &&
!checkInsuranceTypes.Checked && listInsuranceTypes.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one type must be selected.");
return;
}
if (!checkAllClaimPayGroups.Checked && listClaimPayGroups.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one claim payment group must be selected.");
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listProvNums = new List <long>();
List <long> listClinicNums = new List <long>();
List <long> listInsTypes = new List <long>();
List <long> listPatTypes = new List <long>();
List <long> listSelectedClaimPayGroupNums = new List <long>();
if (checkAllProv.Checked)
{
listProvNums = _listProviders.Select(x => x.ProvNum).ToList();
}
else
{
listProvNums = listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].ProvNum).ToList();
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (Security.CurUser.ClinicIsRestricted)
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i]].ClinicNum); //we know that the list is a 1:1 to _listClinics
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
listClinicNums.Add(0);
}
else
{
listClinicNums.Add(_listClinics[listClin.SelectedIndices[i] - 1].ClinicNum); //Minus 1 from the selected index
}
}
}
}
if (checkInsuranceTypes.Checked)
{
listInsTypes = _listInsDefs.Select(x => x.DefNum).ToList();
}
else
{
listInsTypes = listInsuranceTypes.SelectedIndices.OfType <int>().Select(x => _listInsDefs[x].DefNum).ToList();
}
if (checkPatientTypes.Checked)
{
listPatTypes = _listPayDefs.Select(x => x.DefNum).ToList();
}
else
{
listPatTypes = listPatientTypes.SelectedIndices.OfType <int>().Select(x => _listPayDefs[x].DefNum).ToList();
}
if (checkAllClaimPayGroups.Checked)
{
listSelectedClaimPayGroupNums = _listClaimPayGroupDefs.Select(x => x.DefNum).ToList();
}
else
{
listSelectedClaimPayGroupNums = listClaimPayGroups.SelectedIndices.OfType <int>().Select(x => _listClaimPayGroupDefs[x].DefNum).ToList();
}
DataTable tableIns = new DataTable();
if (listProvNums.Count != 0)
{
tableIns = RpPaySheet.GetInsTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums, listInsTypes,
listSelectedClaimPayGroupNums, checkAllProv.Checked, checkAllClin.Checked, checkInsuranceTypes.Checked, radioPatient.Checked,
checkAllClaimPayGroups.Checked, checkShowProvSeparate.Checked);
}
DataTable tablePat = RpPaySheet.GetPatTable(date1.SelectionStart, date2.SelectionStart, listProvNums, listClinicNums, listPatTypes,
checkAllProv.Checked, checkAllClin.Checked, checkPatientTypes.Checked, radioPatient.Checked, checkUnearned.Checked, checkShowProvSeparate.Checked);
string subtitleProvs = "";
string subtitleClinics = "";
if (checkAllProv.Checked)
{
subtitleProvs = Lan.g(this, "All Providers");
}
else
{
subtitleProvs += string.Join(", ", listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].Abbr));
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (checkAllClin.Checked && !Security.CurUser.ClinicIsRestricted)
{
subtitleClinics = Lan.g(this, "All Clinics");
}
else
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
subtitleClinics += ", ";
}
if (Security.CurUser.ClinicIsRestricted)
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i]].Abbr;
}
else
{
if (listClin.SelectedIndices[i] == 0)
{
subtitleClinics += Lan.g(this, "Unassigned");
}
else
{
subtitleClinics += _listClinics[listClin.SelectedIndices[i] - 1].Abbr; //Minus 1 from the selected index
}
}
}
}
}
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 Payments");
report.AddTitle("Title", Lan.g(this, "Daily Payments"), fontTitle);
report.AddSubTitle("PracTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Providers", subtitleProvs, fontSubTitle);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
report.AddSubTitle("Clinics", subtitleClinics, fontSubTitle);
}
Dictionary <long, string> dictInsDefNames = new Dictionary <long, string>();
Dictionary <long, string> dictPatDefNames = new Dictionary <long, string>();
List <Def> insDefs = Defs.GetDefsForCategory(DefCat.InsurancePaymentType, true);
List <Def> patDefs = Defs.GetDefsForCategory(DefCat.PaymentTypes, true);
for (int i = 0; i < insDefs.Count; i++)
{
dictInsDefNames.Add(insDefs[i].DefNum, insDefs[i].ItemName);
}
for (int i = 0; i < patDefs.Count; i++)
{
dictPatDefNames.Add(patDefs[i].DefNum, patDefs[i].ItemName);
}
dictPatDefNames.Add(0, "Income Transfer"); //Otherwise income transfers show up with a payment type of "Undefined"
int[] summaryGroups1 = { 1 };
int[] summaryGroups2 = { 2 };
int[] summaryGroups3 = { 1, 2 };
//Insurance Payments Query-------------------------------------
QueryObject query = report.AddQuery(tableIns, "Insurance Payments", "PayType", SplitByKind.Definition, 1, true, dictInsDefNames, fontSubTitle);
query.AddColumn("Date", 90, FieldValueType.Date, font);
//query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Carrier", 150, FieldValueType.String, font);
query.AddColumn("Patient Name", 150, FieldValueType.String, font);
query.AddColumn("Provider", 90, FieldValueType.String, font);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
query.AddColumn("Clinic", 120, FieldValueType.String, font);
}
query.AddColumn("Check#", 75, FieldValueType.String, font);
query.AddColumn("Amount", 90, FieldValueType.Number, font);
query.AddGroupSummaryField("Total Insurance Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups1), Color.Black, fontBold, 0, 10);
//Patient Payments Query---------------------------------------
query = report.AddQuery(tablePat, "Patient Payments", "PayType", SplitByKind.Definition, 2, true, dictPatDefNames, fontSubTitle);
query.AddColumn("Date", 90, FieldValueType.Date, font);
//query.GetColumnDetail("Date").SuppressIfDuplicate = true;
query.GetColumnDetail("Date").StringFormat = "d";
query.AddColumn("Paying Patient", 270, FieldValueType.String, font);
query.AddColumn("Provider", 90, FieldValueType.String, font);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
query.AddColumn("Clinic", 120, FieldValueType.String, font);
}
query.AddColumn("Check#", 75, FieldValueType.String, font);
query.AddColumn("Amount", 120, FieldValueType.Number, font);
query.AddGroupSummaryField("Total Patient Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups2), Color.Black, fontBold, 0, 10);
query.AddGroupSummaryField("Total All Payments:", "Amount", "amt", SummaryOperation.Sum, new List <int>(summaryGroups3), Color.Black, fontBold, 0, 10);
report.AddPageNum(font);
report.AddGridLines();
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textDateFrom.errorProvider1.GetError(textDateFrom) != "" ||
textDateTo.errorProvider1.GetError(textDateTo) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
DateTime dateFrom = PIn.Date(textDateFrom.Text);
DateTime dateTo = PIn.Date(textDateTo.Text);
if (dateTo < dateFrom)
{
MsgBox.Show(this, "To date cannot be before From date.");
return;
}
ReportComplex report = new ReportComplex(true, false);
List <long> listProvNums = new List <long>();
if (!checkAllProv.Checked)
{
listProvNums.AddRange(listProv.SelectedIndices.OfType <int>().Select(x => _listProviders[x].ProvNum).ToList());
}
List <long> listBillingDefNums = new List <long>();
if (!checkAllBilling.Checked)
{
listBillingDefNums.AddRange(listBillingType.SelectedIndices.OfType <int>().Select(x => _listBillingTypeDefs[x].DefNum).ToList());
}
DataTable table = RpFinanceCharge.GetFinanceChargeTable(dateFrom, dateTo, PrefC.GetLong(PrefName.FinanceChargeAdjustmentType), listProvNums, listBillingDefNums);
Font font = new Font("Tahoma", 9);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Finance Charge Report");
report.AddTitle("Title", Lan.g(this, "Finance Charge Report"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", dateFrom.ToString("d") + " - " + dateTo.ToString("d"), fontSubTitle);
string subtitleProvs = "";
if (listProvNums.Count > 0)
{
subtitleProvs += string.Join(", ", listProv.SelectedIndices.OfType <int>().ToList().Select(x => _listProviders[x].Abbr));
}
else
{
subtitleProvs = Lan.g(this, "All Providers");
}
report.AddSubTitle("Provider Subtitle", subtitleProvs);
string subtBillingTypes = "";
if (listBillingDefNums.Count > 0)
{
subtBillingTypes += string.Join(", ", listBillingType.SelectedIndices.OfType <int>().Select(x => _listBillingTypeDefs[x].ItemName));
}
else
{
subtBillingTypes = Lan.g(this, "All Billing Types");
}
report.AddSubTitle("Billing Subtitle", subtBillingTypes);
QueryObject query = report.AddQuery(table, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("PatNum", 75);
query.AddColumn("Patient Name", 180);
query.AddColumn("Preferred Name", 130);
query.AddColumn("Amount", 100, FieldValueType.Number);
query.GetColumnDetail("Amount").ContentAlignment = ContentAlignment.MiddleRight;
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
}