///<summary>Returns the total amount of prepayments for the entire family.</summary>
public static decimal GetUnearnedForFam(Family fam, List <PaySplit> listPrePayments = null)
{
//No need to check RemotingRole; no call to db.
//Find all paysplits for this account with provnum=0
//Foreach paysplit find all other paysplits with paysplitnum == provnum0 paysplit
//Sum paysplit amounts, see if it covers provnum0 split.
//Any money left over sum and show as "Unallocated" aka unearned
decimal unearnedTotal = 0;
listPrePayments = listPrePayments ?? PaySplits.GetPrepayForFam(fam);
if (listPrePayments.Count > 0)
{
foreach (PaySplit split in listPrePayments)
{
unearnedTotal += (decimal)split.SplitAmt;
}
List <PaySplit> listSplitsForPrePayment = PaySplits.GetSplitsForPrepay(listPrePayments);
foreach (PaySplit split in listSplitsForPrePayment)
{
unearnedTotal += (decimal)split.SplitAmt; //Splits for prepayments are generally negative.
}
}
return(unearnedTotal);
}
private static Procedure AddRepeatingChargeHelper(RepeatCharge repeatCharge, DateTime billingDate, DateTime dateNow)
{
//No remoting role check; no call to db
Procedure procedure = new Procedure();
ProcedureCode procCode = ProcedureCodes.GetProcCode(repeatCharge.ProcCode);
Patient pat = Patients.GetPat(repeatCharge.PatNum);
procedure.CodeNum = procCode.CodeNum;
procedure.ClinicNum = pat.ClinicNum;
procedure.DateEntryC = dateNow;
procedure.PatNum = repeatCharge.PatNum;
procedure.ProcDate = billingDate;
procedure.DateTP = billingDate;
procedure.ProcFee = repeatCharge.ChargeAmt;
procedure.ProcStatus = ProcStat.C;
if (procCode.ProvNumDefault == 0)
{
procedure.ProvNum = pat.PriProv;
}
else
{
procedure.ProvNum = procCode.ProvNumDefault;
}
procedure.MedicalCode = ProcedureCodes.GetProcCode(procedure.CodeNum).MedicalCode;
procedure.BaseUnits = ProcedureCodes.GetProcCode(procedure.CodeNum).BaseUnits;
procedure.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
procedure.RepeatChargeNum = repeatCharge.RepeatChargeNum;
procedure.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
//Check if the repeating charge has been flagged to copy it's note into the billing note of the procedure.
if (repeatCharge.CopyNoteToProc)
{
procedure.BillingNote = repeatCharge.Note;
if (repeatCharge.ErxAccountId != "")
{
procedure.BillingNote =
"NPI=" + repeatCharge.Npi + " " + "ErxAccountId=" + repeatCharge.ErxAccountId;
if (!string.IsNullOrEmpty(repeatCharge.ProviderName)) //Provider name would be empty if older and no longer updated from eRx.
{
procedure.BillingNote += "\r\nProviderName=" + repeatCharge.ProviderName;
}
if (!string.IsNullOrEmpty(repeatCharge.Note))
{
procedure.BillingNote += "\r\n" + repeatCharge.Note;
}
}
}
if (!PrefC.GetBool(PrefName.EasyHidePublicHealth))
{
procedure.SiteNum = pat.SiteNum;
}
Procedures.Insert(procedure); //no recall synch needed because dental offices don't use this feature
//Using Prepayments for this Procedure
if (repeatCharge.UsePrepay)
{
//NOTE: ProvNum=0 on these splits, so I'm pretty sure they aren't allocated to anything.
List <PaySplit> prePaySplits = PaySplits.GetPrepayForFam(Patients.GetFamily(repeatCharge.PatNum));
List <PaySplit> paySplitsForPrePaySplits = PaySplits.GetSplitsForPrepay(prePaySplits);
Payment payCur = new Payment();
payCur.ClinicNum = procedure.ClinicNum;
payCur.DateEntry = billingDate;
payCur.IsSplit = true;
payCur.PatNum = repeatCharge.PatNum;
payCur.PayDate = billingDate;
payCur.PayType = 0; //Income transfer (will always be income transfer)
payCur.PayAmt = 0; //Income transfer payment
payCur.PayNum = Payments.Insert(payCur);
decimal payAmt = 0;
string noteText = "";
foreach (PaySplit prePaySplit in prePaySplits)
{
prePaySplit.SplitAmt += paySplitsForPrePaySplits.Where(x => x.FSplitNum == prePaySplit.SplitNum).Sum(y => y.SplitAmt); //Reduce prepay split amount.
PaySplit split = new PaySplit();
PaySplit split2 = new PaySplit();
if (prePaySplit.SplitAmt > procedure.ProcFee - (double)payAmt)
{
//Split amount is more than the remainder of the procfee requires, use partial from split
split.SplitAmt = procedure.ProcFee - (double)payAmt;
split2.SplitAmt = 0 - (procedure.ProcFee - (double)payAmt);
payAmt = (decimal)procedure.ProcFee;
}
else
{
//Split amount is less than or equal to the remainder of the procfee
split.SplitAmt = prePaySplit.SplitAmt;
split2.SplitAmt = 0 - prePaySplit.SplitAmt;
payAmt += (decimal)prePaySplit.SplitAmt;
}
if (split.SplitAmt == 0)
{
continue; //Don't make splits for 0 amount.
}
//Positive split, attached to proc and for proc's prov and clinic
split.DateEntry = billingDate;
split.DatePay = billingDate;
split.PatNum = procedure.PatNum;
split.PayNum = payCur.PayNum;
split.ProcNum = procedure.ProcNum;
split.ProvNum = procedure.ProvNum;
split.ClinicNum = procedure.ClinicNum;
if (noteText != "")
{
noteText += ", ";
}
noteText += split.SplitAmt.ToString("c");
PaySplits.Insert(split);
//Negative split, attached to prepay's prov and clinic, but not proc
split2.DateEntry = billingDate;
split2.DatePay = billingDate;
split2.PatNum = procedure.PatNum;
split2.PayNum = payCur.PayNum;
split2.FSplitNum = prePaySplit.SplitNum;
split2.ProvNum = prePaySplit.ProvNum;
split2.ClinicNum = prePaySplit.ClinicNum;
PaySplits.Insert(split2);
if (payAmt >= (decimal)procedure.ProcFee)
{
//Break out of loop
break;
}
}
payCur.PayNote = "Allocated " + noteText + " prepayments to repeating charge.";
Payments.Update(payCur, false);
}
return(procedure);
}