private void butOK_Click(object sender, EventArgs e)
{
if (!CheckBeginDateTime())
{
return;
}
//If the AvaTax API is not available at HQ show popup and return.
if (AvaTax.IsEnabled() && !AvaTax.PingAvaTax())
{
MsgBox.Show(this, "Unable to connect to AvaTax API.");
return;
}
Cursor = Cursors.WaitCursor;
RepeatChargeResult result = RepeatCharges.RunRepeatingCharges(MiscData.GetNowDateTime(), checkRunAging.Checked);
string metrics = result.ProceduresAddedCount + " " + Lan.g(this, "procedures added.") + "\r\n" + result.ClaimsAddedCount + " "
+ Lan.g(this, "claims added.");
SecurityLogs.MakeLogEntry(Permissions.RepeatChargeTool, 0, "Repeat Charge Tool ran.\r\n" + metrics);
Cursor = Cursors.Default;
MessageBox.Show(metrics);
if (!string.IsNullOrEmpty(result.ErrorMsg))
{
SecurityLogs.MakeLogEntry(Permissions.RepeatChargeTool, 0, "Repeat Charge Tool Error: " + result.ErrorMsg);
MessageBox.Show(result.ErrorMsg);
}
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
RepeatCharge[] chargeList = RepeatCharges.Refresh(0);
int countAdded = 0;
DateTime possibleDate;
Procedure proc;
for (int i = 0; i < chargeList.Length; i++)
{
if (chargeList[i].DateStart > DateTime.Today) //not started yet
{
continue;
}
//if(chargeList[i].DateStop.Year>1880//not blank
// && chargeList[i].DateStop<DateTime.Today)//but already ended
//{
// continue;
//}
//get a list dates of all completed procedures with this Code and patNum
ArrayList ALdates = RepeatCharges.GetDates(ProcedureCodes.GetCodeNum(chargeList[i].ProcCode), chargeList[i].PatNum);
possibleDate = chargeList[i].DateStart;
//start looping through possible dates, beginning with the start date of the repeating charge
while (possibleDate <= DateTime.Today)
{
if (possibleDate < DateTime.Today.AddMonths(-3))
{
possibleDate = possibleDate.AddMonths(1);
continue; //don't go back more than three months
}
//check to see if the possible date is present in the list
if (ALdates.Contains(possibleDate))
{
possibleDate = possibleDate.AddMonths(1);
continue;
}
if (chargeList[i].DateStop.Year > 1880 && //not blank
chargeList[i].DateStop < possibleDate) //but already ended
{
break;
}
//otherwise, insert a procedure to db
proc = new Procedure();
proc.CodeNum = ProcedureCodes.GetCodeNum(chargeList[i].ProcCode);
proc.DateEntryC = DateTime.Today;
proc.PatNum = chargeList[i].PatNum;
proc.ProcDate = possibleDate;
proc.DateTP = possibleDate;
proc.ProcFee = chargeList[i].ChargeAmt;
proc.ProcStatus = ProcStat.C;
proc.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv);
proc.MedicalCode = ProcedureCodes.GetProcCode(proc.CodeNum).MedicalCode;
proc.BaseUnits = ProcedureCodes.GetProcCode(proc.CodeNum).BaseUnits;
Procedures.Insert(proc); //no recall synch needed because dental offices don't use this feature
countAdded++;
possibleDate = possibleDate.AddMonths(1);
}
}
MessageBox.Show(countAdded.ToString() + " " + Lan.g(this, "procedures added."));
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textChargeAmt.errorProvider1.GetError(textChargeAmt) != "" ||
textDateStart.errorProvider1.GetError(textDateStart) != "" ||
textDateStop.errorProvider1.GetError(textDateStop) != ""
)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (textDateStart.Text == "")
{
MsgBox.Show(this, "Start date cannot be left blank.");
return;
}
if (PIn.PDate(textDateStart.Text) < DateTime.Today.AddMonths(-1))
{
MsgBox.Show(this, "Start date cannot be more than a month in the past. But you can still enter previous charges manually in the account.");
return;
}
RepeatCur.ADACode = textADACode.Text;
RepeatCur.ChargeAmt = PIn.PDouble(textChargeAmt.Text);
RepeatCur.DateStart = PIn.PDate(textDateStart.Text);
RepeatCur.DateStop = PIn.PDate(textDateStop.Text);
RepeatCur.Note = textNote.Text;
if (IsNew)
{
RepeatCharges.Insert(RepeatCur);
}
else
{
RepeatCharges.Update(RepeatCur);
}
DialogResult = DialogResult.OK;
}
private void CreateChargeList()
{
#region Parse CSV
_listNewCropCharges = new List <NewCropCharge>();
string csvData = File.ReadAllText(textBillingFilePath.Text);
string[] arrayCsvLines = csvData.Split(new string[] { "\r\n" }, StringSplitOptions.None);
for (int i = 2; i < arrayCsvLines.Length; i++) //Skip the first row (the column names), skip the second row (the totals).
{
string[] arrayLineValues = arrayCsvLines[i].Split('\t');
if (arrayLineValues.Length < 25)
{
continue; //This often happens on the last line of the file, due to a trailing newline. Skip this line or any other malformed line.
}
for (int j = 0; j < arrayLineValues.Length; j++)
{
arrayLineValues[j] = arrayLineValues[j].Trim('\"'); //Remove leading and trailing double quotes from each cell of the csv table.
}
NewCropCharge charge = new NewCropCharge();
charge.ParentAccount = arrayLineValues[0];
charge.AccountName = arrayLineValues[1];
charge.AccountId = arrayLineValues[2];
charge.SiteId = arrayLineValues[3];
charge.LastName = arrayLineValues[4];
charge.FirstName = arrayLineValues[5];
charge.Dea = arrayLineValues[6];
charge.NPI = arrayLineValues[7];
charge.DateAdded = arrayLineValues[8];
charge.DoctorID = arrayLineValues[9];
charge.DoctorType = arrayLineValues[10];
charge.FTEPercent = arrayLineValues[11];
charge.CompFTEPercent = arrayLineValues[12];
charge.BasicFTEPercent = arrayLineValues[13];
charge.DrugChecks = arrayLineValues[14];
charge.ForumaryChecks = arrayLineValues[15];
charge.EPCS = arrayLineValues[16];
charge.IDP = arrayLineValues[17];
charge.Interop = arrayLineValues[18];
charge.PatientPortal = arrayLineValues[19];
charge.Registries = arrayLineValues[20];
charge.Labs = arrayLineValues[21];
charge.Genomics = arrayLineValues[22];
charge.Direct = arrayLineValues[23];
charge.DoctorDirect = arrayLineValues[24];
int patNumLength = charge.AccountId.IndexOf("-");
string patNumStr = PIn.String(charge.AccountId.Substring(0, patNumLength));
charge.PatNumForRegKey = PIn.Long(patNumStr); //PatNum of registration key used to create the account id.
if (charge.PatNumForRegKey == 6566)
{
//Account 6566 corresponds to our software key in the training database. These accounts are test accounts.
continue; //Do not show OD test accounts.
}
_listNewCropCharges.Add(charge);
}
#endregion Parse CSV
_listErxRepeatCharges = RepeatCharges.GetForErx();
foreach (NewCropCharge charge in _listNewCropCharges)
{
charge.repeatCharge = _listErxRepeatCharges.FirstOrDefault(x => x.ErxAccountId == charge.AccountId && x.Npi == charge.NPI);
}
}
private void FillGrid()
{
try {
string xmlData = File.ReadAllText(textBillingXmlPath.Text);
xmlData = xmlData.Replace(" ", "");
XmlDocument xml = new XmlDocument();
xml.LoadXml(xmlData);
XmlNode divNode = xml.FirstChild;
XmlNode tableNode = divNode.FirstChild;
RefreshGridColumns();
gridBillingList.BeginUpdate();
gridBillingList.Rows.Clear();
for (int i = 1; i < tableNode.ChildNodes.Count; i++) //Skip the first row, because it contains the column names.
{
ODGridRow gr = new ODGridRow();
XmlNode trNode = tableNode.ChildNodes[i];
//0 PatNum
string shortName = trNode.ChildNodes[1].InnerText;
int accountIdStartIndex = shortName.IndexOf("-") + 1;
int accountIdLength = shortName.Substring(accountIdStartIndex).LastIndexOf("-");
string accountId = shortName.Substring(accountIdStartIndex, accountIdLength);
int patNumLength = accountId.IndexOf("-");
string patNumStr = PIn.String(accountId.Substring(0, patNumLength));
if (patNumStr == "6566") //Account 6566 corresponds to our software key in the training database. These accounts are test accounts.
{
continue; //Do not show OD test accounts.
}
long patNum = PIn.Long(patNumStr);
gr.Cells.Add(new ODGridCell(patNumStr));
//1 NPI
string npi = PIn.String(trNode.ChildNodes[8].InnerText);
gr.Cells.Add(new ODGridCell(npi));
//2 YearMonthAdded
gr.Cells.Add(new ODGridCell(trNode.ChildNodes[9].InnerText));
//3 Type
gr.Cells.Add(new ODGridCell(trNode.ChildNodes[10].InnerText));
//4 IsNew
List <RepeatCharge> RepeatChargesCur = RepeatCharges.GetForNewCrop(patNum);
RepeatCharge repeatChargeForNpi = GetRepeatChargeForNPI(RepeatChargesCur, npi);
gr.Cells.Add(new ODGridCell((repeatChargeForNpi == null)?"X":""));
//5 PracticeTitle
gr.Cells.Add(new ODGridCell(trNode.ChildNodes[0].InnerText));
//6 FirstLastName
gr.Cells.Add(new ODGridCell(trNode.ChildNodes[2].InnerText));
gridBillingList.Rows.Add(gr);
}
gridBillingList.EndUpdate();
}
catch (Exception ex) {
MessageBox.Show("There is something wrong with the input file. Try again. If issue persists, then contact a programmer: " + ex.Message);
}
}
private void FormPrepaymentTool_Load(object sender, EventArgs e)
{
_listRcForPat = RepeatCharges.Refresh(_patCur.PatNum).ToList();
_listProcedureCharge = new List <ProcedureCharge>();
_listCompletedProcs = new List <Procedure>();
_listPreviouslyCompProcedureCharges = new List <ProcedureCharge>();
_prevPaymentRowCount = 0;
_listPrepaymentCodes = new List <ProcedureCode>();
//Load procedurecode list. HQ internal codes.
_listPrePaySupportCodes = AvaTax.ListPrePayProcCodes;
DatePrepaidThrough = DateTime.MinValue;
FillGridCodes();
FillGridPrepayment();
}
private void butOK_Click(object sender, EventArgs e)
{
Prefs.RefreshCache(); //Just to be sure we don't miss someone who has just started running repeating charges.
if (PrefC.GetString(PrefName.RepeatingChargesBeginDateTime) != "")
{
MsgBox.Show(this, "Repeating charges already running on another workstation, you must wait for them to finish before continuing.");
return;
}
RepeatChargeResult result = RepeatCharges.RunRepeatingCharges(MiscData.GetNowDateTime());
SecurityLogs.MakeLogEntry(Permissions.RepeatChargeTool, 0, "Repeat Charge Tool ran.");
MessageBox.Show(result.ProceduresAddedCount + " " + Lan.g(this, "procedures added.") + "\r\n" + result.ClaimsAddedCount + " "
+ Lan.g(this, "claims added."));
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, System.EventArgs e)
{
if (textChargeAmt.errorProvider1.GetError(textChargeAmt) != "" ||
textDateStart.errorProvider1.GetError(textDateStart) != "" ||
textDateStop.errorProvider1.GetError(textDateStop) != ""
)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (textDateStart.Text == "")
{
MsgBox.Show(this, "Start date cannot be left blank.");
return;
}
if (PIn.Date(textDateStart.Text) != RepeatCur.DateStart) //if the user changed the date
{
if (PIn.Date(textDateStart.Text) < DateTime.Today.AddDays(-3)) //and if the date the user entered is more than three days in the past
{
MsgBox.Show(this, "Start date cannot be more than three days in the past. You should enter previous charges manually in the account.");
return;
}
}
RepeatCur.ProcCode = textCode.Text;
RepeatCur.ChargeAmt = PIn.Double(textChargeAmt.Text);
RepeatCur.DateStart = PIn.Date(textDateStart.Text);
RepeatCur.DateStop = PIn.Date(textDateStop.Text);
RepeatCur.Note = textNote.Text;
RepeatCur.CopyNoteToProc = checkCopyNoteToProc.Checked;
RepeatCur.IsEnabled = checkIsEnabled.Checked;
RepeatCur.CreatesClaim = checkCreatesClaim.Checked;
if (IsNew)
{
RepeatCharges.Insert(RepeatCur);
}
else
{
RepeatCharges.Update(RepeatCur);
}
DialogResult = DialogResult.OK;
}
private int GetChargeDayOfMonth(long patNum)
{
//Match the day of the month for the NewCrop repeating charge to their existing monthly support charge (even if the monthly support is disabled).
int day = 15; //Day 15 will be used if they do not have any existing repeating charges.
RepeatCharge[] chargesForPat = RepeatCharges.Refresh(patNum);
bool hasMaintCharge = false;
for (int j = 0; j < chargesForPat.Length; j++)
{
if (chargesForPat[j].ProcCode == "001") //Monthly maintenance repeating charge
{
hasMaintCharge = true;
day = chargesForPat[j].DateStart.Day;
break;
}
}
//The customer is not on monthly support, so use any other existing repeating charge day (example EHR Monthly and Mobile).
if (!hasMaintCharge && chargesForPat.Length > 0)
{
day = chargesForPat[0].DateStart.Day;
}
return(day);
}
///<summary>Go through the transaction dictionary created in CreateProcedureLogs() to edit repeat charges as needed.
///Returns the note for the newly generated repeat charge.</summary>
private void ZeroOutRepeatingCharge(ProcedureCode procCur, List <AvaTax.TransQtyAmt> listCurTrans)
{
Commlog prepaymentCommlog = new Commlog();
prepaymentCommlog.PatNum = _patCur.PatNum;
prepaymentCommlog.SentOrReceived = CommSentOrReceived.Received;
prepaymentCommlog.CommDateTime = DateTime.Now;
prepaymentCommlog.CommType = Commlogs.GetTypeAuto(CommItemTypeAuto.FIN);
prepaymentCommlog.Mode_ = CommItemMode.None;
prepaymentCommlog.Note = "";//Appended to below.
prepaymentCommlog.UserNum = Security.CurUser.UserNum;
string note = "From PrepaymentTool: \r\n";
bool hasBeenBilledThisMonth = (DateTimeOD.Today.Day >= _patCur.BillingCycleDay);
//Get all applicable repeat charges.
List <RepeatCharge> listRcForProc = _listRcForPat.FindAll(x => x.ProcCode == procCur.ProcCode && x.IsEnabled);
//Get number of months new repeat charge will be for.
int numMonths = listCurTrans.Sum(x => x.qty);
//Create repeat charge, taken from ContrAccount.cs
RepeatCharge rcNew = new RepeatCharge();
rcNew.PatNum = _patCur.PatNum;
rcNew.ProcCode = procCur.ProcCode;
rcNew.ChargeAmt = 0;
rcNew.IsEnabled = true;
rcNew.CopyNoteToProc = true;
//Build dates using billing day so the patient doesn't have gaps in their repeat charges.
DateTime dateBillThisMonth = DateTimeOD.GetMostRecentValidDate(DateTime.Today.Year, DateTime.Today.Month, _patCur.BillingCycleDay);
if (hasBeenBilledThisMonth)
{
//Current month has been billed, push new repeat charge out a month.
rcNew.DateStart = dateBillThisMonth.AddMonths(1);
rcNew.DateStop = dateBillThisMonth.AddMonths(numMonths);
}
else
{
//Current month has not been billed yet, include on this repeat charge.
rcNew.DateStart = dateBillThisMonth;
rcNew.DateStop = dateBillThisMonth.AddMonths(numMonths - 1);
}
//Use the stop date to update the Note as requested by Accounting.
DatePrepaidThrough = rcNew.DateStop.AddMonths(1).AddDays(-1);
rcNew.Note = _prepaidThroughNote;
//Edit exisiting repeat charge start/stop dates.
foreach (RepeatCharge rcExisting in listRcForProc)
{
if (rcExisting.DateStop.Year > 1880 && rcExisting.DateStop < DateTimeOD.Today)
{
continue; //The charge has a stop date in the past (has been disabled).
}
if (rcExisting.DateStop.Year > 1880 && rcExisting.DateStop <= DateTimeOD.Today.AddMonths(numMonths))
{
rcExisting.DateStop = DateTimeOD.Today;
rcExisting.IsEnabled = false;
//This repeat charge will never be used again due to the prepayment we are creating right now. Disable and add note to commlog for history.
note += "Disabled repeat charge with Rate: " + POut.Double(rcExisting.ChargeAmt) + " for Code: " + POut.String(rcExisting.ProcCode)
+ " Start Date: " + POut.Date(rcExisting.DateStart) + " Stop Date: " + POut.Date(rcExisting.DateStop) + "\r\n";
RepeatCharges.Update(rcExisting);
continue;
}
//Need to push start date of existing repeat charge forward one month past the new repeat charge (if charge months overlap).
DateTime dateNext = rcNew.DateStop.AddMonths(1);
if (dateNext > rcExisting.DateStart) //Only change if needed.
{
note += "Edited Start Date for repeat charge from: " + POut.Date(rcExisting.DateStart) + " to: " + POut.Date(dateNext) +
" Code: " + POut.String(rcExisting.ProcCode) + " Rate: " + POut.Double(rcExisting.ChargeAmt) + "\r\n";
//Change to billing day to make sure it matches other repeat charges.
rcExisting.DateStart = dateNext;
RepeatCharges.Update(rcExisting);
}
}
//Insert the new repeat charge.
prepaymentCommlog.Note = note;
Commlogs.Insert(prepaymentCommlog);
RepeatCharges.Insert(rcNew);
}
///<summary>Do not use this method in release code. This is only to be used for Unit Tests 53-56.</summary>
public void RunRepeatingChargesForUnitTests(DateTime dateRun)
{
RepeatCharges.RunRepeatingCharges(dateRun);
}
private void butOK_Click(object sender, System.EventArgs e)
{
RepeatCharge[] chargeList = RepeatCharges.Refresh(0); //Gets all repeating charges for all patients, they may be disabled
int countAdded = 0;
int claimsAdded = 0;
DateTime startDate;
Procedure proc;
for (int i = 0; i < chargeList.Length; i++)
{
if (!chargeList[i].IsEnabled) //first make sure it is not disabled
{
continue;
}
if (chargeList[i].DateStart > DateTime.Today) //not started yet
{
continue;
}
//if(chargeList[i].DateStop.Year>1880//not blank
// && chargeList[i].DateStop<DateTime.Today)//but already ended
//{
// continue;
//}
//get a list dates of all completed procedures with this Code and patNum
ArrayList ALdates = RepeatCharges.GetDates(ProcedureCodes.GetCodeNum(chargeList[i].ProcCode), chargeList[i].PatNum);
startDate = chargeList[i].DateStart;
//This is the repeating date using the old methodology. It is necessary for checking if the repeating procedure was already added using the old methodology.
DateTime possibleDateOld = startDate;
//This is a more accurate repeating date which will allow procedures to be added on the 28th and later.
DateTime possibleDateNew = startDate;
int countMonths = 0;
//start looping through possible dates, beginning with the start date of the repeating charge
while (possibleDateNew <= DateTime.Today)
{
//Only allow back dating up to one month and 20 days.
if (possibleDateNew < DateTime.Today.AddDays(-50))
{
possibleDateOld = possibleDateOld.AddMonths(1);
countMonths++;
possibleDateNew = startDate.AddMonths(countMonths);
continue; //don't go back more than one month and 20 days
}
//check to see if the possible date is present in the list
if (ALdates.Contains(possibleDateNew) ||
ALdates.Contains(possibleDateOld))
{
possibleDateOld = possibleDateOld.AddMonths(1);
countMonths++;
possibleDateNew = startDate.AddMonths(countMonths);
continue;
}
if (chargeList[i].DateStop.Year > 1880 && //not blank
chargeList[i].DateStop < possibleDateNew) //but already ended
{
break;
}
//otherwise, insert a procedure to db
proc = new Procedure();
proc.CodeNum = ProcedureCodes.GetCodeNum(chargeList[i].ProcCode);
proc.DateEntryC = DateTimeOD.Today;
proc.PatNum = chargeList[i].PatNum;
proc.ProcDate = possibleDateNew;
proc.DateTP = possibleDateNew;
proc.ProcFee = chargeList[i].ChargeAmt;
proc.ProcStatus = ProcStat.C;
proc.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv);
proc.MedicalCode = ProcedureCodes.GetProcCode(proc.CodeNum).MedicalCode;
proc.BaseUnits = ProcedureCodes.GetProcCode(proc.CodeNum).BaseUnits;
proc.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
//Check if the repeating charge has been flagged to copy it's note into the billing note of the procedure.
if (chargeList[i].CopyNoteToProc)
{
proc.BillingNote = chargeList[i].Note;
}
Procedures.Insert(proc); //no recall synch needed because dental offices don't use this feature
countAdded++;
possibleDateOld = possibleDateOld.AddMonths(1);
countMonths++;
possibleDateNew = startDate.AddMonths(countMonths);
if (chargeList[i].CreatesClaim && !ProcedureCodes.GetProcCode(chargeList[i].ProcCode).NoBillIns)
{
List <PatPlan> patPlanList = PatPlans.Refresh(chargeList[i].PatNum);
List <InsSub> subList = InsSubs.RefreshForFam(Patients.GetFamily(chargeList[i].PatNum));
List <InsPlan> insPlanList = InsPlans.RefreshForSubList(subList);;
List <Benefit> benefitList = Benefits.Refresh(patPlanList, subList);
Claim claimCur;
List <Procedure> procCurList = new List <Procedure>();
procCurList.Add(proc);
if (patPlanList.Count == 0) //no current insurance, do not create a claim
{
continue;
}
//create the claimprocs
Procedures.ComputeEstimates(proc, proc.PatNum, new List <ClaimProc>(), true, insPlanList, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList);
//get claimprocs for this proc, may be more than one
List <ClaimProc> claimProcList = ClaimProcs.GetForProc(ClaimProcs.Refresh(proc.PatNum), proc.ProcNum);
string claimType = "P";
if (patPlanList.Count == 1 && PatPlans.GetOrdinal(PriSecMed.Medical, patPlanList, insPlanList, subList) > 0) //if there's exactly one medical plan
{
claimType = "Med";
}
claimCur = CreateClaim(claimType, patPlanList, insPlanList, claimProcList, proc, subList);
claimProcList = ClaimProcs.Refresh(proc.PatNum);
if (claimCur.ClaimNum == 0)
{
continue;
}
claimsAdded++;
ClaimL.CalculateAndUpdate(procCurList, insPlanList, claimCur, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList);
if (PatPlans.GetOrdinal(PriSecMed.Secondary, patPlanList, insPlanList, subList) > 0 && //if there exists a secondary plan
!CultureInfo.CurrentCulture.Name.EndsWith("CA")) //and not canada (don't create secondary claim for canada)
{
claimCur = CreateClaim("S", patPlanList, insPlanList, claimProcList, proc, subList);
if (claimCur.ClaimNum == 0)
{
continue;
}
claimsAdded++;
claimProcList = ClaimProcs.Refresh(proc.PatNum);
claimCur.ClaimStatus = "H";
ClaimL.CalculateAndUpdate(procCurList, insPlanList, claimCur, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList);
}
}
}
}
//MessageBox.Show(countAdded.ToString()+" "+Lan.g(this,"procedures added."));
MessageBox.Show(countAdded.ToString() + " " + Lan.g(this, "procedures added.") + "\r\n" + claimsAdded.ToString() + " " + Lan.g(this, "claims added."));
DialogResult = DialogResult.OK;
}
private void butDelete_Click(object sender, System.EventArgs e)
{
RepeatCharges.Delete(RepeatCur);
DialogResult = DialogResult.OK;
}
private void FormRepeatChargeEdit_Load(object sender, EventArgs e)
{
SetPatient();
if (IsNew)
{
FormProcCodes FormP = new FormProcCodes();
FormP.IsSelectionMode = true;
FormP.ShowDialog();
if (FormP.DialogResult != DialogResult.OK)
{
DialogResult = DialogResult.Cancel;
return;
}
ProcedureCode procCode = ProcedureCodes.GetProcCode(FormP.SelectedCodeNum);
if (procCode.TreatArea != TreatmentArea.Mouth &&
procCode.TreatArea != TreatmentArea.None)
{
MsgBox.Show(this, "Procedure codes that require tooth numbers are not allowed.");
DialogResult = DialogResult.Cancel;
return;
}
RepeatCur.ProcCode = ProcedureCodes.GetStringProcCode(FormP.SelectedCodeNum);
RepeatCur.IsEnabled = true;
RepeatCur.CreatesClaim = false;
}
textCode.Text = RepeatCur.ProcCode;
textDesc.Text = ProcedureCodes.GetProcCode(RepeatCur.ProcCode).Descript;
textChargeAmt.Text = RepeatCur.ChargeAmt.ToString("F");
if (RepeatCur.DateStart.Year > 1880)
{
textDateStart.Text = RepeatCur.DateStart.ToShortDateString();
}
if (RepeatCur.DateStop.Year > 1880)
{
textDateStop.Text = RepeatCur.DateStop.ToShortDateString();
}
textNote.Text = RepeatCur.Note;
_isErx = false;
if (PrefC.GetBool(PrefName.DistributorKey) && Regex.IsMatch(RepeatCur.ProcCode, "^Z[0-9]{3,}$")) //Is eRx if HQ and a using an eRx Z code.
{
_isErx = true;
labelPatNum.Visible = true;
textPatNum.Visible = true;
butMoveTo.Visible = true;
labelNpi.Visible = true;
textNpi.Visible = true;
labelProviderName.Visible = true;
textProvName.Visible = true;
labelErxAccountId.Visible = true;
textErxAccountId.Visible = true;
if (!IsNew) //Existing eRx repeating charge.
{
textNpi.Text = RepeatCur.Npi;
textErxAccountId.Text = RepeatCur.ErxAccountId;
textProvName.Text = RepeatCur.ProviderName;
textNpi.ReadOnly = true;
textErxAccountId.ReadOnly = true;
textProvName.ReadOnly = true;
}
}
checkCopyNoteToProc.Checked = RepeatCur.CopyNoteToProc;
checkCreatesClaim.Checked = RepeatCur.CreatesClaim;
checkIsEnabled.Checked = RepeatCur.IsEnabled;
if (PrefC.GetBool(PrefName.DistributorKey)) //OD HQ disable the IsEnabled and CreatesClaim checkboxes
{
checkCreatesClaim.Enabled = false;
checkIsEnabled.Enabled = false;
}
if (PrefC.IsODHQ && EServiceCodeLink.IsProcCodeAnEService(RepeatCur.ProcCode))
{
if (IsNew)
{
MsgBox.Show(this, "You cannot manually create any eService repeating charges.\r\n"
+ "Use the Signup Portal instead.\r\n\r\n"
+ "The Charge Amount can be manually edited after the Signup Portal has created the desired eService repeating charge.");
DialogResult = DialogResult.Abort;
return;
}
//The only things that users should be able to do for eServices are:
//1. Change the repeating charge amount.
//2. Manipulate the Start Date.
//3. Manipulate the Note.
//4. Manipulate Billing Day because not all customers will have a non-eService repeating charge in order to manipulate.
//This is because legacy users (versions prior to 17.1) need the ability to manually set their monthly charge amount, etc.
SetFormReadOnly(this, butOK, butCancel
, textChargeAmt, labelChargeAmount
, textDateStart, labelDateStart
, textNote, labelNote
, textBillingDay, labelBillingCycleDay);
}
Patient pat = Patients.GetPat(RepeatCur.PatNum); //pat should never be null. If it is, this will fail.
//If this is a new repeat charge and no other active repeat charges exist, set the billing cycle day to today
if (IsNew && !RepeatCharges.ActiveRepeatChargeExists(RepeatCur.PatNum))
{
textBillingDay.Text = DateTimeOD.Today.Day.ToString();
}
else
{
textBillingDay.Text = pat.BillingCycleDay.ToString();
}
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay))
{
labelBillingCycleDay.Visible = true;
textBillingDay.Visible = true;
}
checkUsePrepay.Checked = RepeatCur.UsePrepay;
}
private void butProcess_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "This will add a new repeating charge for each provider in the list above"
+ " who is new (does not already have a repeating charge), based on PatNum and NPI. Continue?"))
{
return;
}
Cursor = Cursors.WaitCursor;
int numChargesAdded = 0;
int numSkipped = 0;
for (int i = 0; i < gridBillingList.Rows.Count; i++)
{
long patNum = PIn.Long(gridBillingList.Rows[i].Cells[0].Text);
string npi = PIn.String(gridBillingList.Rows[i].Cells[1].Text);
string billingType = gridBillingList.Rows[i].Cells[3].Text;
List <RepeatCharge> repeatChargesNewCrop = RepeatCharges.GetForNewCrop(patNum);
RepeatCharge repeatCur = GetRepeatChargeForNPI(repeatChargesNewCrop, npi);
if (repeatCur == null) //No such repeating charge exists yet for the given npi.
//We consider the provider a new provider and create a new repeating charge.
{
string yearMonth = gridBillingList.Rows[i].Cells[2].Text;
int yearBilling = PIn.Int(yearMonth.Substring(0, 4)); //The year chosen by the OD employee when running the NewCrop Billing report.
int monthBilling = PIn.Int(yearMonth.Substring(4)); //The month chosen by the OD employee when running the NewCrop Billing report.
int dayOtherCharges = GetChargeDayOfMonth(patNum); //The day of the month that the customer already has other repeating charges. Keeps their billing simple (one bill per month for all charges).
DateTime dateNewCropCharge = new DateTime(yearBilling, monthBilling, dayOtherCharges);
if (dateNewCropCharge < DateTime.Today.AddMonths(-3)) //Just in case the user runs an older report.
{
numSkipped++;
continue;
}
repeatCur = new RepeatCharge();
repeatCur.IsNew = true;
repeatCur.PatNum = patNum;
repeatCur.ProcCode = GetProcCodeForNewCharge(repeatChargesNewCrop);
repeatCur.ChargeAmt = 15; //15$/month
repeatCur.DateStart = dateNewCropCharge;
repeatCur.Note = "NPI=" + npi;
repeatCur.IsEnabled = true;
RepeatCharges.Insert(repeatCur);
numChargesAdded++;
}
else //The repeating charge for NewCrop billing already exists for the given npi.
{
DateTime dateEndLastMonth = (new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1)).AddDays(-1);
if (billingType == "B" || billingType == "N") //The provider sent eRx last month.
{
if (repeatCur.DateStop.Year > 2010) //NewCrop support for this provider was disabled at one point, but has been used since.
{
if (repeatCur.DateStop < dateEndLastMonth) //If the stop date is in the future or already at the end of the month, then we cannot presume that there will be a charge next month.
{
repeatCur.DateStop = dateEndLastMonth; //Make sure the recent use is reflected in the end date.
RepeatCharges.Update(repeatCur);
}
}
}
else if (billingType == "U") //The provider did not send eRx last month, but did send eRx two months ago.
//Customers must call in to disable repeating charges, they are not disabled automatically.
{
}
else
{
throw new Exception("Unknown NewCrop Billing type " + billingType);
}
}
}
FillGrid();
Cursor = Cursors.Default;
string msg = "Done. Number of provider charges added: " + numChargesAdded;
if (numSkipped > 0)
{
msg += Environment.NewLine + "Number skipped due to old DateBilling (over 3 months ago): " + numSkipped;
}
MessageBox.Show(msg);
}
private void butOK_Click(object sender, EventArgs e)
{
if (textChargeAmt.errorProvider1.GetError(textChargeAmt) != "" ||
textDateStart.errorProvider1.GetError(textDateStart) != "" ||
textDateStop.errorProvider1.GetError(textDateStop) != "" ||
textBillingDay.errorProvider1.GetError(textBillingDay) != ""
)
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
if (textDateStart.Text == "")
{
MsgBox.Show(this, "Start date cannot be left blank.");
return;
}
if (PIn.Date(textDateStart.Text) != RepeatCur.DateStart) //if the user changed the date
{
if (PIn.Date(textDateStart.Text) < DateTime.Today.AddDays(-3)) //and if the date the user entered is more than three days in the past
{
MsgBox.Show(this, "Start date cannot be more than three days in the past. You should enter previous charges manually in the account.");
return;
}
}
if (textDateStop.Text.Trim() != "" && PIn.Date(textDateStart.Text) > PIn.Date(textDateStop.Text))
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "The start date is after the stop date. Continue?"))
{
return;
}
}
if (_isErx && !Regex.IsMatch(textNpi.Text, "^[0-9]{10}$"))
{
MsgBox.Show(this, "Invalid NPI. Must be 10 digits.");
return;
}
if (_isErx && textErxAccountId.Text != "" && !Regex.IsMatch(textErxAccountId.Text, "^[0-9]+\\-[a-zA-Z0-9]{5}$"))
{
MsgBox.Show(this, "Invalid ErxAccountId.");
return;
}
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay) && textBillingDay.Text != "")
{
Patient patOld = Patients.GetPat(RepeatCur.PatNum);
Patient patNew = patOld.Copy();
patNew.BillingCycleDay = PIn.Int(textBillingDay.Text);
Patients.Update(patNew, patOld);
}
RepeatCur.ProcCode = textCode.Text;
RepeatCur.ChargeAmt = PIn.Double(textChargeAmt.Text);
RepeatCur.DateStart = PIn.Date(textDateStart.Text);
RepeatCur.DateStop = PIn.Date(textDateStop.Text);
RepeatCur.Npi = textNpi.Text;
RepeatCur.ErxAccountId = textErxAccountId.Text;
RepeatCur.Note = textNote.Text;
RepeatCur.ProviderName = textProvName.Text;
RepeatCur.CopyNoteToProc = checkCopyNoteToProc.Checked;
RepeatCur.IsEnabled = checkIsEnabled.Checked;
RepeatCur.CreatesClaim = checkCreatesClaim.Checked;
RepeatCur.UsePrepay = checkUsePrepay.Checked;
if (IsNew)
{
if (!RepeatCharges.ActiveRepeatChargeExists(RepeatCur.PatNum) &&
(textBillingDay.Text == "" || textBillingDay.Text == "0"))
{
Patient patOld = Patients.GetPat(RepeatCur.PatNum);
Patient patNew = patOld.Copy();
patNew.BillingCycleDay = PIn.Date(textDateStart.Text).Day;
Patients.Update(patNew, patOld);
}
RepeatCharges.Insert(RepeatCur);
if (PrefC.IsODHQ)
{
AddProcedureToCC();
}
}
else //not a new repeat charge
{
RepeatCharges.Update(RepeatCur);
}
DialogResult = DialogResult.OK;
}
private void butProcess_Click(object sender, EventArgs e)
{
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "This will add a new repeating charge for each provider in the list above"
+ " who is new (does not already have a repeating charge), based on PatNum and NPI. Continue?"))
{
return;
}
Cursor = Cursors.WaitCursor;
List <NewCropCharge> listAddedCharges = new List <NewCropCharge>();
int numSkipped = 0;
StringBuilder strBldArchivedPats = new StringBuilder();
foreach (NewCropCharge charge in _listNewCropCharges)
{
if (charge.repeatCharge == null) //No such repeating charge exists yet for the given npi.
//We consider the provider a new provider and create a new repeating charge.
{
int dayOtherCharges = GetChargeDayOfMonth(charge.PatNumForRegKey); //The day of the month that the customer already has other repeating charges. Keeps their billing simple (one bill per month for all charges).
int daysInMonth = DateTime.DaysInMonth(_dateBillingMonthYear.Year, _dateBillingMonthYear.Month);
if (dayOtherCharges > daysInMonth)
{
//The day that the user used eRx (signed up) was in a month that does not have the day of the other monthly charges in it.
//E.g. dayOtherCharges = 31 and the user started a new eRx account in a month without 31 days.
//Therefore, we have to use the last day of the month that they started.
//This can introduce multiple statements being sent out which can potentially delay us (HQ) from getting paid in a timely fashion.
//A workaround for this would be to train our techs to never run billing after the 28th of every month that way incomplete statements are not sent.
dayOtherCharges = daysInMonth;
}
DateTime dateErxCharge = new DateTime(_dateBillingMonthYear.Year, _dateBillingMonthYear.Month, dayOtherCharges);
if (dateErxCharge < DateTime.Today.AddMonths(-3)) //Just in case the user runs an older report.
{
numSkipped++;
continue;
}
charge.repeatCharge = new RepeatCharge();
charge.repeatCharge.IsNew = true;
charge.repeatCharge.PatNum = charge.PatNumForRegKey;
charge.repeatCharge.ProcCode = GetProcCodeForNewCharge(charge.PatNumForRegKey);
charge.repeatCharge.ChargeAmt = 15; //15$/month
charge.repeatCharge.DateStart = dateErxCharge;
charge.repeatCharge.Npi = charge.NPI;
charge.repeatCharge.ErxAccountId = charge.AccountId;
charge.repeatCharge.ProviderName = charge.FirstName + " " + charge.LastName;
charge.repeatCharge.IsEnabled = true;
charge.repeatCharge.CopyNoteToProc = true; //Copy the billing note to the procedure note by default so that the customer can see the NPI the charge corresponds to. Can be unchecked by user if a private note is added later (rare).
if (!RepeatCharges.ActiveRepeatChargeExists(charge.repeatCharge.PatNum))
{
//Set the patient's billing day to the start day on the repeat charge
Patient patOld = Patients.GetPat(charge.repeatCharge.PatNum);
Patient patNew = patOld.Copy();
//Check the patients status and move them to Archived if they are currently deleted.
if (patOld.PatStatus == PatientStatus.Deleted)
{
patNew.PatStatus = PatientStatus.Archived;
}
//Notify the user about any deleted or archived patients that were just given a new repeating charge.
if (patOld.PatStatus == PatientStatus.Archived || patOld.PatStatus == PatientStatus.Deleted)
{
strBldArchivedPats.AppendLine("#" + patOld.PatNum + " - " + patOld.GetNameLF());
}
patNew.BillingCycleDay = charge.repeatCharge.DateStart.Day;
Patients.Update(patNew, patOld);
}
RepeatCharges.Insert(charge.repeatCharge);
_listErxRepeatCharges.Add(charge.repeatCharge);
listAddedCharges.Add(charge);
}
else //The repeating charge for eRx billing already exists for the given npi.
{
DateTime dateEndLastMonth = (new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1)).AddDays(-1);
if (charge.repeatCharge.DateStop.Year > 2010) //eRx support for this provider was disabled at one point, but has been used since.
{
if (charge.repeatCharge.DateStop < dateEndLastMonth) //If the stop date is in the future or already at the end of the month, then we cannot presume that there will be a charge next month.
{
charge.repeatCharge.DateStop = dateEndLastMonth; //Make sure the recent use is reflected in the end date.
RepeatCharges.Update(charge.repeatCharge);
}
}
}
}
FillGrid();
Cursor = Cursors.Default;
StringBuilder sbMsg = new StringBuilder();
sbMsg.AppendLine("Done.");
if (numSkipped > 0)
{
sbMsg.AppendLine("Number skipped due to old DateBilling (over 3 months ago): " + numSkipped);
}
if (listAddedCharges.Count > 0)
{
const int colNameWidth = 62;
const int colErxAccountIdWidth = 18;
const int colNpiWidth = 10;
sbMsg.AppendLine("Added the following new repeating charges (" + listAddedCharges.Count + " total):");
sbMsg.Append(" ");
sbMsg.Append("NAME".PadRight(colNameWidth, ' '));
sbMsg.Append("ERXACCOUNTID".PadRight(colErxAccountIdWidth, ' '));
sbMsg.AppendLine("NPI".PadRight(colNpiWidth, ' '));
foreach (NewCropCharge charge in listAddedCharges)
{
string firstLastName = charge.FirstName + " " + charge.LastName;
if (firstLastName.Length > colNameWidth)
{
firstLastName = firstLastName.Substring(0, colNameWidth);
}
sbMsg.Append(" ");
sbMsg.Append(firstLastName.PadRight(colNameWidth, ' '));
sbMsg.Append(charge.AccountId.PadRight(colErxAccountIdWidth, ' '));
sbMsg.AppendLine(charge.NPI.PadRight(colNpiWidth, ' '));
}
}
if (strBldArchivedPats.Length > 0)
{
sbMsg.AppendLine("Archived patients that had a repeating charge created:");
sbMsg.AppendLine(strBldArchivedPats.ToString());
}
MsgBoxCopyPaste msgBoxCP = new MsgBoxCopyPaste(sbMsg.ToString());
msgBoxCP.ShowDialog(); //Must be modal, because non-modal does not display here for some reason.
}