public void PaymentEdit_AllocateUnearned_NoLinkToOriginalPrepayment()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
//create prepayment of $100
long provNum = ProviderT.CreateProvider("SG");
Clinic clinic1 = ClinicT.CreateClinic("Clinic1");
//create original prepayment.
PaySplit prePay = PaySplitT.CreatePrepayment(pat.PatNum, 100, DateTime.Today.AddDays(-1), provNum, clinic1.ClinicNum);
//complete a procedure
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 50, provNum: provNum);
//Manually allocate prepayment without linking to the original prepayment.
//We want to do it manually so we don't link this to the orginal prepayment correctly.
//Not linking correctly will test that the AllocateUnearned method is implicitly linking prepayments correctly.
PaySplitT.CreatePaySplitsForPrepayment(proc1, 50, prov: provNum, clinic: clinic1);
//Create new procedure
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 100, provNum: provNum);
//test the PaymentEdit.AllocateUnearned() method.
Family fam = Patients.GetFamily(pat.PatNum);
List <PaySplit> listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
//Should be $100
double unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(100, unearnedAmt);
List <PaySplit> listPaySplitsUnearned = new List <PaySplit>();
Payment pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
List <PaySplits.PaySplitAssociated> retVal = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc2
}, ref listPaySplitsUnearned, pay, unearnedAmt, fam);
Assert.AreEqual(2, retVal.Count);
//After running the AllocateUnearned, we should implicitly link the incorrect prepayment made when we call CreatePaySplitsForPrepayment above.
Assert.AreEqual(-50, listPaySplitsUnearned.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
}
///<summary>Transfers unallocated to unearned (if present) and inserts those results into the database. Then performs transfer.
///This is the best representation of what the income transfer window currently does.</summary>
public static PaymentEdit.IncomeTransferData BalanceAndIncomeTransfer(long patNum, Family fam, Payment regularTransferPayment
, List <PayPlanCharge> payPlanCharges = null)
{
//get all paysplits associated to the family passed in
List <PaySplit> listSplitsForPat = PaySplits.GetForPats(fam.ListPats.Select(x => x.PatNum).ToList());
//perform unallocated transfer
Payment unallocatedTransfer = MakePaymentNoSplits(patNum, 0, payDate: DateTime.Today);
PaymentEdit.IncomeTransferData unallocatedResults = PaymentEdit.TransferUnallocatedSplitToUnearned(listSplitsForPat, unallocatedTransfer.PayNum);
foreach (PaySplit split in unallocatedResults.ListSplitsCur)
{
if (split.SplitAmt.IsZero())
{
continue;
}
PaySplits.Insert(split);
}
foreach (PaySplits.PaySplitAssociated splitAssociated in unallocatedResults.ListSplitsAssociated)
{
if (splitAssociated.PaySplitOrig != null && splitAssociated.PaySplitLinked != null)
{
PaySplits.UpdateFSplitNum(splitAssociated.PaySplitOrig.SplitNum, splitAssociated.PaySplitLinked.SplitNum);
}
}
if (payPlanCharges == null)
{
payPlanCharges = new List <PayPlanCharge>();
}
#region claim fix and transfer
//both of these methods have objects that get immediately inserted into the database. While testing, a spcific call wil need to be made to delete.
ClaimProcs.FixClaimsNoProcedures(fam.ListPats.Select(x => x.PatNum).ToList()); //make dummy procedures and claimprocs for claims missing procs.
ClaimProcs.TransferClaimsAsTotalToProcedures(fam.ListPats.Select(x => x.PatNum).ToList()); //transfer AsTotals into claim procedures
#endregion
return(IncomeTransfer(patNum, fam, regularTransferPayment, payPlanCharges));
}
public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0, bool isRecurringCharge = false, DateTime recurringChargeDate = default(DateTime), string externalId = ""
, long adjNum = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
payment.IsRecurringCC = isRecurringCharge;
payment.RecurringChargeDate = recurringChargeDate;
payment.ExternalId = externalId;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.AdjNum = adjNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
public static Payment MakePayment(long patNum, double payAmt, DateTime payDate, long payPlanNum = 0, long provNum = 0, long procNum = 0, long payType = 0,
long clinicNum = 0, long unearnedType = 0)
{
Payment payment = new Payment();
payment.PatNum = patNum;
payment.PayDate = payDate;
payment.PayAmt = payAmt;
payment.PayType = payType;
payment.ClinicNum = clinicNum;
payment.DateEntry = payDate;
Payments.Insert(payment);
PaySplit split = new PaySplit();
split.PayNum = payment.PayNum;
split.PatNum = payment.PatNum;
split.DatePay = payDate;
split.ClinicNum = payment.ClinicNum;
split.PayPlanNum = payPlanNum;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = payAmt;
split.DateEntry = payDate;
split.UnearnedType = unearnedType;
PaySplits.Insert(split);
return(payment);
}
private void ResetPrepayments(Patient pat)
{
Family fam = Patients.GetFamily(pat.PatNum);
_listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
_listPosPrePay = _listFamPrePaySplits.FindAll(x => x.SplitAmt.IsGreaterThan(0));
_listNegPrePay = _listFamPrePaySplits.FindAll(x => x.SplitAmt.IsLessThan(0));
}
private void UpdatePaySplitHelper(PaySplit ps, long patNum, long provNum, long clinicNum, long payNum)
{
if (payNum != 0 && payNum == ps.PayNum)
{
ps.PatNum = patNum;
ps.ProvNum = provNum;
ps.ClinicNum = clinicNum;
PaySplits.Update(ps);
}
}
public void PaymentEdit_AllocateUnearned_LinkToOriginalPrepayment()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
//create prepayment of $100
long provNum = ProviderT.CreateProvider("SG");
Clinic clinic1 = ClinicT.CreateClinic("Clinic1");
Family fam = Patients.GetFamily(pat.PatNum);
//create original prepayment.
PaySplit prePay = PaySplitT.CreatePrepayment(pat.PatNum, 100, DateTime.Today.AddDays(-1), provNum, clinic1.ClinicNum);
//complete a procedure
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 50, provNum: provNum);
//Setup to run the PaymentEdit.AllocateUnearned
List <PaySplit> listPaySplits = new List <PaySplit>();
List <PaySplit> listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
//Unearned amount should be $100.
double unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(100, unearnedAmt);
//Create the payment we will use to allocate some of the $100 prepayment.
Payment pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
//Run the AllocateUnearned method. This a list of paysplitAssociated.
//The ref list of paysplits should also have the new paysplits that are associated to the original prepayment.
List <PaySplits.PaySplitAssociated> listPaySplitAssociated = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc1
}, ref listPaySplits, pay, unearnedAmt, fam);
//Insert the paysplits and link the prepayment paysplits. This is similar to what is done when a user creates a payment from FormPayment.cs.
PaySplitT.InsertPrepaymentSplits(listPaySplits, listPaySplitAssociated);
//The ref list of paysplits should have the correct allocated prepayment amount.
Assert.AreEqual(-50, listPaySplits.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
//Create new procedure
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 100, provNum: provNum);
//Now do what we just did again for a new procedure. The unallocated amount should be $50.
listFamPrePaySplits = PaySplits.GetPrepayForFam(fam);
unearnedAmt = (double)PaySplits.GetUnearnedForFam(fam, listFamPrePaySplits);
Assert.AreEqual(50, unearnedAmt);
List <PaySplit> listPaySplitsUnearned = new List <PaySplit>();
pay = PaymentT.MakePaymentForPrepayment(pat, clinic1);
List <PaySplits.PaySplitAssociated> retVal = PaymentEdit.AllocateUnearned(new List <Procedure> {
proc2
}, ref listPaySplitsUnearned, pay, unearnedAmt, fam);
Assert.AreEqual(2, retVal.Count);
Assert.AreEqual(-50, listPaySplitsUnearned.Where(x => x.UnearnedType != 0).Sum(x => x.SplitAmt));
}
public static void InsertPrepaymentSplits(List <PaySplit> listPaysplits, List <PaySplits.PaySplitAssociated> listPaySplitsAssociated)
{
//Insert paysplits
foreach (PaySplit ps in listPaysplits)
{
PaySplits.Insert(ps);
}
//Associate prepayments
foreach (PaySplits.PaySplitAssociated split in listPaySplitsAssociated)
{
//Update the FSplitNum after inserts are made.
if (split.PaySplitLinked != null && split.PaySplitOrig != null)
{
PaySplits.UpdateFSplitNum(split.PaySplitOrig.SplitNum, split.PaySplitLinked.SplitNum);
}
}
}
public static List <PaySplit> CreatePaySplitsForPrepayment(Procedure proc, double amtToUse, PaySplit prePaySplit = null, Clinic clinic = null, long prov = 0)
{
List <PaySplit> retVal = new List <PaySplit>();
long clinicNum = prePaySplit?.ClinicNum ?? clinic?.ClinicNum ?? proc.ClinicNum;
long provNum = prePaySplit?.ProvNum ?? prov;
if (clinic != null)
{
clinicNum = clinic.ClinicNum;
}
if (prov != 0)
{
provNum = prov;
}
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(proc.PatNum, amtToUse, payDate: DateTime.Now, clinicNum: clinicNum, payType: unearnedType.DefNum);
PaySplit splitNeg = new PaySplit();
splitNeg.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitNeg.PayNum = pay.PayNum;
splitNeg.FSplitNum = prePaySplit?.SplitNum ?? 0;
splitNeg.ClinicNum = clinicNum;
splitNeg.ProvNum = provNum;
splitNeg.SplitAmt = 0 - amtToUse;
splitNeg.UnearnedType = prePaySplit?.UnearnedType ?? unearnedType.DefNum;
splitNeg.DatePay = DateTime.Now;
PaySplits.Insert(splitNeg);
retVal.Add(splitNeg);
//Make a different paysplit attached to proc and prov they want to use it for.
PaySplit splitPos = new PaySplit();
splitPos.PatNum = prePaySplit?.PatNum ?? proc.PatNum;
splitPos.PayNum = pay.PayNum;
splitPos.FSplitNum = splitNeg.SplitNum;
splitPos.ProvNum = provNum;
splitPos.ClinicNum = clinicNum;
splitPos.SplitAmt = amtToUse;
splitPos.DatePay = DateTime.Now;
splitPos.ProcNum = proc.ProcNum;
PaySplits.Insert(splitPos);
retVal.Add(splitPos);
return(retVal);
}
public static PaySplit CreateSplit(long clinicNum, long patNum, long payNum, long payplanNum, DateTime procDate, long procNum, long provNum
, double splitAmt, long unearnedType)
{
PaySplit paysplit = new PaySplit()
{
ClinicNum = clinicNum,
PatNum = patNum,
PayNum = payNum,
PayPlanNum = payplanNum,
ProcDate = procDate,
ProcNum = procNum,
ProvNum = provNum,
SplitAmt = splitAmt,
UnearnedType = unearnedType
};
PaySplits.Insert(paysplit);
return(paysplit);
}
public static PaySplit CreatePrepayment(long patNum, int amt, DateTime datePay, long provNum = 0, long clinicNum = 0)
{
Def unearnedType = Defs.GetDefByExactName(DefCat.PaySplitUnearnedType, "PrePayment") ?? DefinitionT.CreateDefinition(DefCat.PaySplitUnearnedType, "PrePayment");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefinitionT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(patNum, amt, datePay, clinicNum: clinicNum, payType: payType.DefNum);
PaySplit split = new PaySplit();
split.PayNum = pay.PayNum;
split.PatNum = pay.PatNum;
split.DatePay = datePay;
split.ClinicNum = pay.ClinicNum;
split.PayPlanNum = 0;
split.ProvNum = provNum;
split.ProcNum = 0;
split.SplitAmt = amt;
split.DateEntry = datePay;
split.UnearnedType = unearnedType.DefNum;
PaySplits.Insert(split);
return(split);
}
///<summary>Use when creating a TP prepayment or a hidden prepayment split (that does not necessariliy need to have a proc) </summary>
public static PaySplit CreateTpPrepayment(long patNum, int amt, DateTime datePay, long provNum = 0, long clinicNum = 0, long procNum = 0, bool isHidden = false)
{
Def unearnedType = Defs.GetDefsForCategory(DefCat.PaySplitUnearnedType).First(x => isHidden?x.ItemValue != "":x.ItemValue == "");
Def payType = Defs.GetDefByExactName(DefCat.PaymentTypes, "Check") ?? DefT.CreateDefinition(DefCat.PaymentTypes, "Check");
Payment pay = PaymentT.MakePaymentNoSplits(patNum, amt, datePay, clinicNum: clinicNum, payType: payType.DefNum);
PaySplit split = new PaySplit();
split.PayNum = pay.PayNum;
split.PatNum = pay.PatNum;
split.DatePay = datePay;
split.ClinicNum = pay.ClinicNum;
split.PayPlanNum = 0;
split.ProvNum = provNum;
split.ProcNum = procNum;
split.SplitAmt = amt;
split.DateEntry = datePay;
split.UnearnedType = unearnedType.DefNum;
PaySplits.Insert(split);
return(split);
}
public void PaymentEdit_ImplicitlyLinkPrepaymentsHelper()
{
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Patient patFam = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Patient patFamOld = patFam.Copy();
patFam.Guarantor = pat.PatNum;
Patients.Update(patFam, patFamOld);
//create prepayment of $100
long provNum = ProviderT.CreateProvider("SG");
Clinic clinic1 = ClinicT.CreateClinic("Clinic1");
//create original prepayment.
PaySplit prePay = PaySplitT.CreatePrepayment(pat.PatNum, 100, DateTime.Today.AddDays(-1), provNum, clinic1.ClinicNum);
//complete a procedure
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D1110", ProcStat.C, "", 50, provNum: provNum);
//Manually allocate prepayment without linking to the original prepayment.
List <PaySplit> listPaySplits = PaySplitT.CreatePaySplitsForPrepayment(proc1, 50, prov: provNum, clinic: clinic1);
ResetPrepayments(pat);
long nonMatch = 100000;
//test the PaymentEdit.AllocateUnearned() method.
double unearnedAmt = (double)PaySplits.GetUnearnedForFam(Patients.GetFamily(pat.PatNum), _listFamPrePaySplits);
//Logic check PatNum - match, ProvNum - match, ClinicNum - match
double retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumMatch: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - match, ClinicNum - zero
ResetPrepayments(pat);
//update the clinicnum to 0
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, provNum, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumMatch: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//previous Test one should be $100
ResetPrepayments(pat);
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumMatch: true, isClinicNumMatch: true);
Assert.AreEqual(100, retVal);
//Logic check PatNum - match, ProvNum - match, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, provNum, 100000, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumMatch: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - zero, ClinicNum - match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, 0, clinic1.ClinicNum, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumZero: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - zero, ClinicNum - zero
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, 0, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumZero: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - zero, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, 0, nonMatch, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumZero: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - non zero & non match, ClinicNum - match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, nonMatch, clinic1.ClinicNum, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNonZeroNonMatch: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - non zero & non match, ClinicNum - zero
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, nonMatch, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNonZeroNonMatch: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - match, ProvNum - non zero & non match, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, pat.PatNum, nonMatch, nonMatch, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNonZeroNonMatch: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - match, ClinicNum - match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, provNum, clinic1.ClinicNum, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumMatch: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - match, ClinicNum - zero
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, provNum, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumMatch: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - match, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, provNum, nonMatch, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumMatch: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - zero, ClinicNum - match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, 0, clinic1.ClinicNum, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumZero: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - zero, ClinicNum - zero
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, 0, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumZero: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//Logic checkPatNum - other family members, ProvNum - zero, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, 0, nonMatch, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNumZero: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
//Old test from above
ResetPrepayments(pat);
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isPatMatch: true, isProvNumMatch: true, isClinicNumMatch: true);
Assert.AreEqual(100, retVal);
//Logic checkPatNum - other family members, ProvNum - non zero & non match, ClinicNum - match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, nonMatch, clinic1.ClinicNum, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNonZeroNonMatch: true, isClinicNumMatch: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - non zero & non match, ClinicNum - zero
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, nonMatch, 0, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNonZeroNonMatch: true, isClinicNumZero: true);
Assert.AreEqual(50, retVal);
//Logic check PatNum - other family members, ProvNum - non zero & non match, ClinicNum - non zero & non match
ResetPrepayments(pat);
_listFamPrePaySplits.ForEach(x => UpdatePaySplitHelper(x, patFam.PatNum, nonMatch, nonMatch, _listNegPrePay.First().PayNum));
retVal = PaymentEdit.ImplicitlyLinkPrepaymentsHelper(_listPosPrePay, _listNegPrePay, unearnedAmt, isFamMatch: true, isProvNonZeroNonMatch: true, isClinicNonZeroNonMatch: true);
Assert.AreEqual(50, retVal);
}
public void PaymentEdit_AutoSplitForPayment_NoNegativeAutoSplits()
{
long provNumA = ProviderT.CreateProvider("provA");
Patient pat = PatientT.CreatePatient(MethodBase.GetCurrentMethod().Name);
Procedure proc1 = ProcedureT.CreateProcedure(pat, "D0120", ProcStat.C, "", 70);
Procedure proc2 = ProcedureT.CreateProcedure(pat, "D0150", ProcStat.C, "", 20);
//make an overpayment for one of the procedures so it spills over.
DateTime payDate = DateTime.Today;
Payment pay = PaymentT.MakePayment(pat.PatNum, 71, payDate, procNum: proc1.ProcNum); //pre-existing payment
//attempt to make another payment. Auto splits should not suggest a negative split.
Payment newPayment = PaymentT.MakePaymentNoSplits(pat.PatNum, 2, payDate, isNew: true,
payType: Defs.GetDefsForCategory(DefCat.PaymentTypes, true)[0].DefNum);//current payment we're trying to make
PaymentEdit.LoadData loadData = PaymentEdit.GetLoadData(pat, newPayment, new List <long>()
{
pat.PatNum
}, true, false);
PaymentEdit.ConstructChargesData chargeData = PaymentEdit.GetConstructChargesData(new List <long> {
pat.PatNum
}, pat.PatNum,
PaySplits.GetForPayment(pay.PayNum), pay.PayNum, false);
PaymentEdit.ConstructResults constructResults = PaymentEdit.ConstructAndLinkChargeCredits(new List <long> {
pat.PatNum
}, pat.PatNum
, chargeData.ListPaySplits, newPayment, new List <Procedure> ());
PaymentEdit.AutoSplit autoSplits = PaymentEdit.AutoSplitForPayment(constructResults);
Assert.AreEqual(0, autoSplits.ListAutoSplits.FindAll(x => x.SplitAmt < 0).Count); //assert no negative auto splits were made.
Assert.AreEqual(0, autoSplits.ListSplitsCur.FindAll(x => x.SplitAmt < 0).Count); //auto splits not catching everything
}
///<summary>Most of the logic for breaking an appointment. Pass in the brokenFee (the number the user enters in the brokenAppointment window),
///Optionally pass in if the brokenappointment procedure is being deleted. Returns the broken procedure that was created.</summary>
public static Procedure BreakAppointment(Appointment appt, Patient pat, ProcedureCode procCode, double feeOverride, bool isDeleteBrokenProc = false)
{
//suppressHistory is true due to below logic creating a log with a specific HistAppointmentAction instead of the generic changed.
DateTime datePrevious = appt.DateTStamp;
bool suppressHistory = false;
if (procCode != null)
{
suppressHistory = procCode.ProcCode == "D9986" || procCode.ProcCode == "D9987";
}
Appointments.SetAptStatus(appt, ApptStatus.Broken, suppressHistory); //Appointments S-Class handles Signalods
if (appt.AptStatus != ApptStatus.Complete) //seperate log entry for completed appointments.
{
SecurityLogs.MakeLogEntry(Permissions.AppointmentEdit, pat.PatNum,
appt.ProcDescript + ", " + appt.AptDateTime.ToString()
+ ", Broken from the Appts module.", appt.AptNum, datePrevious);
}
else
{
SecurityLogs.MakeLogEntry(Permissions.AppointmentCompleteEdit, pat.PatNum,
appt.ProcDescript + ", " + appt.AptDateTime.ToString()
+ ", Broken from the Appts module.", appt.AptNum, datePrevious);
}
List <Procedure> listProcedures = Procedures.GetProcsForSingle(appt.AptNum, false);
//splits should only exist on procs if they are using tp pre-payments
List <PaySplit> listSplitsForApptProcs = new List <PaySplit>();
bool isNonRefundable = false;
double brokenProcAmount = 0;
if (listProcedures.Count > 0)
{
listSplitsForApptProcs = PaySplits.GetPaySplitsFromProcs(listProcedures.Select(x => x.ProcNum).ToList());
}
Procedure brokenProcedure = new Procedure();
#region Charting the proc
if (procCode != null)
{
switch (procCode.ProcCode)
{
case "D9986": //Missed
HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Missed);
break;
case "D9987": //Cancelled
HistAppointments.CreateHistoryEntry(appt.AptNum, HistAppointmentAction.Cancelled);
break;
}
brokenProcedure.PatNum = pat.PatNum;
brokenProcedure.ProvNum = (procCode.ProvNumDefault > 0 ? procCode.ProvNumDefault : appt.ProvNum);
brokenProcedure.CodeNum = procCode.CodeNum;
brokenProcedure.ProcDate = DateTime.Today;
brokenProcedure.DateEntryC = DateTime.Now;
brokenProcedure.ProcStatus = ProcStat.C;
brokenProcedure.ClinicNum = appt.ClinicNum;
brokenProcedure.UserNum = Security.CurUser.UserNum;
brokenProcedure.Note = Lans.g("AppointmentEdit", "Appt BROKEN for") + " " + appt.ProcDescript + " " + appt.AptDateTime.ToString();
brokenProcedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default proc place of service for the Practice is used.
List <InsSub> listInsSubs = InsSubs.RefreshForFam(Patients.GetFamily(pat.PatNum));
List <InsPlan> listInsPlans = InsPlans.RefreshForSubList(listInsSubs);
List <PatPlan> listPatPlans = PatPlans.Refresh(pat.PatNum);
InsPlan insPlanPrimary = null;
InsSub insSubPrimary = null;
if (listPatPlans.Count > 0)
{
insSubPrimary = InsSubs.GetSub(listPatPlans[0].InsSubNum, listInsSubs);
insPlanPrimary = InsPlans.GetPlan(insSubPrimary.PlanNum, listInsPlans);
}
double procFee;
long feeSch;
if (insPlanPrimary == null || procCode.NoBillIns)
{
feeSch = FeeScheds.GetFeeSched(0, pat.FeeSched, brokenProcedure.ProvNum);
}
else //Only take into account the patient's insurance fee schedule if the D9986 procedure is not marked as NoBillIns
{
feeSch = FeeScheds.GetFeeSched(insPlanPrimary.FeeSched, pat.FeeSched, brokenProcedure.ProvNum);
}
procFee = Fees.GetAmount0(brokenProcedure.CodeNum, feeSch, brokenProcedure.ClinicNum, brokenProcedure.ProvNum);
if (insPlanPrimary != null && insPlanPrimary.PlanType == "p" && !insPlanPrimary.IsMedical) //PPO
{
double provFee = Fees.GetAmount0(brokenProcedure.CodeNum, Providers.GetProv(brokenProcedure.ProvNum).FeeSched, brokenProcedure.ClinicNum,
brokenProcedure.ProvNum);
brokenProcedure.ProcFee = Math.Max(provFee, procFee);
}
else
{
brokenProcedure.ProcFee = procFee;
}
if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
{
brokenProcedure.SiteNum = pat.SiteNum;
}
Procedures.Insert(brokenProcedure);
Procedure procOld = brokenProcedure.Copy();
//Now make a claimproc if the patient has insurance. We do this now for consistency because a claimproc could get created in the future.
List <Benefit> listBenefits = Benefits.Refresh(listPatPlans, listInsSubs);
List <ClaimProc> listClaimProcsForProc = ClaimProcs.RefreshForProc(brokenProcedure.ProcNum);
Procedures.ComputeEstimates(brokenProcedure, pat.PatNum, listClaimProcsForProc, false, listInsPlans, listPatPlans, listBenefits, pat.Age, listInsSubs);
if (listSplitsForApptProcs.Count > 0 && PrefC.GetBool(PrefName.TpPrePayIsNonRefundable) && procCode.ProcCode == "D9986")
{
//if there are pre-payments, non-refundable pre-payments is turned on, and the broken appointment is a missed code then auto-fill
//the window with the sum of the procs for the appointment. Transfer money below after broken procedure is confirmed by the user.
//normally goes to the form to let the user speficy, this is the auto filled amount for the form.
brokenProcedure.ProcFee = feeOverride; //listSplitsForApptProcs.Sum(x => x.SplitAmt);
isNonRefundable = true;
}
if (isDeleteBrokenProc)
{
brokenProcedure.ProcStatus = ProcStat.D;
}
brokenProcedure.ProcFee = feeOverride;
brokenProcAmount = feeOverride;
Procedures.Update(brokenProcedure, procOld);
}
#endregion
//Note this MUST come after FormProcBroken since clicking cancel in that window will delete the procedure.
if (isNonRefundable && !isDeleteBrokenProc && listSplitsForApptProcs.Count > 0)
{
//transfer what the user specified in the broken appointment window.
//transfer up to the amount specified by the user
foreach (Procedure proc in listProcedures)
{
if (brokenProcAmount == 0)
{
break;
}
List <PaySplit> listSplitsForAppointmentProcedure = listSplitsForApptProcs.FindAll(x => x.ProcNum == proc.ProcNum);
foreach (PaySplit split in listSplitsForAppointmentProcedure)
{
if (brokenProcAmount == 0)
{
break;
}
double amt = Math.Min(brokenProcAmount, split.SplitAmt);
Payments.CreateTransferForTpProcs(proc, new List <PaySplit> {
split
}, brokenProcedure, amt);
brokenProcAmount -= amt;
}
}
}
return(brokenProcedure);
}
