public static List <PayPlanProductionEntry> GetProductionForLinks(List <PayPlanLink> listCredits)
{
//No remoting role check; no call to db
List <long> listProcNums = listCredits.FindAll(x => x.LinkType == PayPlanLinkType.Procedure).Select(x => x.FKey).ToList();
List <long> listAdjNumsForCredits = listCredits.FindAll(x => x.LinkType == PayPlanLinkType.Adjustment).Select(x => x.FKey).ToList();
List <PayPlanProductionEntry> listPayPlanProductionEntries = new List <PayPlanProductionEntry>();
//ortho cases to be implemented later.
List <Procedure> listProcedures = Procedures.GetManyProc(listProcNums, false);
List <Adjustment> listCreditAdjustments = Adjustments.GetMany(listAdjNumsForCredits);
List <Adjustment> listProcAdjustments = Adjustments.GetForProcs(listProcNums);
List <ClaimProc> listClaimProcs = ClaimProcs.GetForProcs(listProcNums); //used for calculating patient porition
foreach (PayPlanLink credit in listCredits)
{
if (credit.LinkType == PayPlanLinkType.Procedure)
{
Procedure proc = listProcedures.FirstOrDefault(x => x.ProcNum == credit.FKey);
if (proc != null)
{
listPayPlanProductionEntries.Add(new PayPlanProductionEntry(proc, credit, listClaimProcs, listProcAdjustments));
}
}
else if (credit.LinkType == PayPlanLinkType.Adjustment)
{
Adjustment adj = listCreditAdjustments.FirstOrDefault(x => x.AdjNum == credit.FKey);
if (adj != null)
{
listPayPlanProductionEntries.Add(new PayPlanProductionEntry(adj, credit));
}
}
}
return(listPayPlanProductionEntries);
}
///<summary>Gets the data necesary to load FormApptEdit.</summary>
public static LoadData GetLoadData(Appointment AptCur, bool IsNew)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <LoadData>(MethodBase.GetCurrentMethod(), AptCur, IsNew));
}
LoadData data = new LoadData();
data.ListProcsForAppt = Procedures.GetProcsForApptEdit(AptCur);
data.ListAppointments = Appointments.GetAppointmentsForProcs(data.ListProcsForAppt);
data.Family = Patients.GetFamily(AptCur.PatNum);
data.ListPatPlans = PatPlans.Refresh(AptCur.PatNum);
data.ListInsSubs = InsSubs.RefreshForFam(data.Family);
data.ListBenefits = Benefits.Refresh(data.ListPatPlans, data.ListInsSubs);
data.ListInsPlans = InsPlans.RefreshForSubList(data.ListInsSubs);
data.TableApptFields = Appointments.GetApptFields(AptCur.AptNum);
data.TableComms = Appointments.GetCommTable(AptCur.PatNum.ToString(), AptCur.AptNum);
data.Lab = (IsNew ? null : LabCases.GetForApt(AptCur));
data.PatientTable = Appointments.GetPatTable(AptCur.PatNum.ToString(), AptCur);
data.ListClaimProcs = ClaimProcs.RefreshForProcs(data.ListProcsForAppt.Select(x => x.ProcNum).ToList());
data.ListAdjustments = Adjustments.GetForProcs(data.ListProcsForAppt.Select(x => x.ProcNum).ToList());
if (!PrefC.GetBool(PrefName.EasyHideDentalSchools))
{
data.ListStudents = ReqStudents.GetForAppt(AptCur.AptNum);
}
return(data);
}
///<summary>Returns a list of overcharged payplans from the listPayPlanNums. Only necessary for Dynamic Payment Plans.
///Returns an empty list if none are overcharged.</summary>
public static List <PayPlan> GetOverchargedPayPlans(List <long> listPayPlanNums)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <List <PayPlan> >(MethodBase.GetCurrentMethod(), listPayPlanNums));
}
List <PayPlan> listDynamicPayPlansForPatient = new List <PayPlan>();
foreach (long payPlanNum in listPayPlanNums)
{
if (payPlanNum == 0)
{
continue; //do not include installment plans
}
PayPlan payPlanCur = PayPlans.GetOne(payPlanNum);
if (payPlanCur.IsDynamic) //Only add Dynamic PayPlans to the list since they are all we care about
{
listDynamicPayPlansForPatient.Add(payPlanCur);
}
}
#region Get Data
List <PayPlanLink> listPayPlanLinksAll = PayPlanLinks.GetForPayPlans(listPayPlanNums);
List <long> listProcedureLinkFKeys = listPayPlanLinksAll.Where(x => x.LinkType == PayPlanLinkType.Procedure).Select(x => x.FKey).ToList();
List <long> listAdjustmentLinkFKeys = listPayPlanLinksAll.Where(x => x.LinkType == PayPlanLinkType.Adjustment).Select(x => x.FKey).ToList();
List <PayPlanCharge> listPayPlanCharges = PayPlanCharges.GetForPayPlans(listPayPlanNums);
List <Procedure> listProcsAttachedToPayPlan = Procedures.GetManyProc(listProcedureLinkFKeys, false);
List <Adjustment> listAdjsAttachedToPayPlan = Adjustments.GetMany(listAdjustmentLinkFKeys);
List <ClaimProc> listClaimProcsForProcs = ClaimProcs.GetForProcs(listProcedureLinkFKeys);
List <Adjustment> listAdjForProcs = Adjustments.GetForProcs(listProcedureLinkFKeys);
#endregion Get Data
List <PayPlan> listPayPlansOvercharged = new List <PayPlan>();
foreach (PayPlan payPlanCur in listDynamicPayPlansForPatient)
{
List <PayPlanLink> listLinksForPayPlan = listPayPlanLinksAll.FindAll(x => x.PayPlanNum == payPlanCur.PayPlanNum);
//Get total amount that has been debited for the current pay plan thus far.
decimal amtDebitedTotal = listPayPlanCharges.FindAll(x => x.PayPlanNum == payPlanCur.PayPlanNum && x.ChargeType == PayPlanChargeType.Debit)
.Sum(x => (decimal)x.Principal);
#region Sum Linked Production
decimal totalPrincipalForPayPlan = 0;
foreach (PayPlanLink payPlanLink in listLinksForPayPlan)
{
PayPlanProductionEntry productionEntry = null;
if (payPlanLink.LinkType == PayPlanLinkType.Procedure)
{
Procedure proc = listProcsAttachedToPayPlan.FirstOrDefault(x => x.ProcNum == payPlanLink.FKey);
if (proc != null)
{
productionEntry = new PayPlanProductionEntry(proc, payPlanLink, listClaimProcsForProcs, listAdjForProcs);
}
}
else if (payPlanLink.LinkType == PayPlanLinkType.Adjustment)
{
Adjustment adj = listAdjsAttachedToPayPlan.FirstOrDefault(x => x.AdjNum == payPlanLink.FKey);
if (adj != null)
{
productionEntry = new PayPlanProductionEntry(adj, payPlanLink);
}
}
if (productionEntry != null)
{
if (productionEntry.AmountOverride == 0)
{
totalPrincipalForPayPlan += productionEntry.AmountOriginal;
}
else
{
totalPrincipalForPayPlan += productionEntry.AmountOverride;
}
}
}
#endregion Sum Linked Production
//If the total that has been debited thus far exceeds the total principal for the pay plan, it is overcharged.
if (amtDebitedTotal.IsGreaterThan(totalPrincipalForPayPlan))
{
listPayPlansOvercharged.Add(payPlanCur);
}
}
return(listPayPlansOvercharged);
}
private static List <TreatPlanPresenterEntry> GetListTreatPlanPresenterEntries(List <long> listClinicNums, bool isFirstPresenter, bool isPresenter
, DateTime dateStart, DateTime dateEnd)
{
//No need to check RemotingRole; private method.
List <Procedure> listProcsComplete = ReportsComplex.RunFuncOnReportServer(() => Procedures.GetCompletedForDateRangeLimited(dateStart, dateEnd, listClinicNums));
List <ProcTP> listProcTPs = ReportsComplex.RunFuncOnReportServer(() => ProcTPs.GetForProcs(listProcsComplete.Select(x => x.ProcNum).ToList()));
List <Procedure> listTreatPlanProcs = listProcsComplete.Where(x => listProcTPs.Select(y => y.ProcNumOrig).Contains(x.ProcNum)).ToList();
List <TreatPlan> listSavedTreatPlans = ReportsComplex.RunFuncOnReportServer(() => TreatPlans.GetFromProcTPs(listProcTPs)); // attached proctps to treatment plans.
List <ClaimProc> listClaimProcs = ReportsComplex.RunFuncOnReportServer(() => ClaimProcs.GetForProcsLimited(listTreatPlanProcs.Select(x => x.ProcNum).ToList(),
ClaimProcStatus.Received, ClaimProcStatus.Supplemental, ClaimProcStatus.CapComplete, ClaimProcStatus.NotReceived));
List <Adjustment> listAdjustments = ReportsComplex.RunFuncOnReportServer(() => Adjustments.GetForProcs(listTreatPlanProcs.Select(x => x.ProcNum).ToList()));
List <Userod> listUserods = ReportsComplex.RunFuncOnReportServer(() => Userods.GetAll());
List <TreatPlanPresenterEntry> listTreatPlanPresenterEntries = new List <TreatPlanPresenterEntry>();
List <ProcedureCode> listProcCodes = ProcedureCodes.GetCodesForCodeNums(listTreatPlanProcs.Select(x => x.CodeNum).ToList());
foreach (Procedure procCur in listTreatPlanProcs)
{
double grossProd = procCur.ProcFeeTotal;
double writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.CapComplete)
.Sum(x => x.WriteOff);
grossProd -= writeOffs;
writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.NotReceived ||
x.Status == ClaimProcStatus.Received ||
x.Status == ClaimProcStatus.Supplemental)
.Sum(x => x.WriteOff);
double adjustments = listAdjustments.Where(x => x.ProcNum == procCur.ProcNum).Sum(x => x.AdjAmt);
double netProd = grossProd - writeOffs + adjustments;
TreatPlan treatPlanCur;
if (isFirstPresenter)
{
treatPlanCur = listSavedTreatPlans.Where(x => x.ListProcTPs.Any(y => y.ProcNumOrig == procCur.ProcNum)).OrderBy(x => x.DateTP).First();
}
else //radioLastPresented
{
treatPlanCur = listSavedTreatPlans.Where(x => x.ListProcTPs.Any(y => y.ProcNumOrig == procCur.ProcNum)).OrderByDescending(x => x.DateTP).First();
}
Userod userPresenter;
if (isPresenter)
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.UserNumPresenter);
}
else //radioEntryUser
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.SecUserNumEntry);
}
ProcedureCode procCode = listProcCodes.First(x => x.CodeNum == procCur.CodeNum);
listTreatPlanPresenterEntries.Add(new TreatPlanPresenterEntry()
{
Presenter = userPresenter == null?"":userPresenter.UserName,
DatePresented = treatPlanCur.DateTP,
DateCompleted = procCur.ProcDate,
ProcDescript = procCode.Descript,
GrossProd = grossProd,
Adjustments = adjustments,
WriteOffs = writeOffs,
NetProd = netProd,
UserNumPresenter = userPresenter == null?0:userPresenter.UserNum,
PresentedClinic = procCur.ClinicNum
});
}
return(listTreatPlanPresenterEntries);
}
///<summary>If not using clinics then supply an empty list of clinicNums.</summary>
public static DataTable GetTreatPlanPresentationStatistics(DateTime dateStart, DateTime dateEnd, bool isFirstPresented, bool hasAllClinics
, bool hasClinicsEnabled, bool isPresenter, bool isGross, bool hasAllUsers, List <long> listUserNums, List <long> listClinicNums)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), dateStart, dateEnd, isFirstPresented, hasAllClinics, hasClinicsEnabled, isPresenter, isGross
, hasAllUsers, listUserNums, listClinicNums));
}
List <ProcTP> listProcTPsAll = ReportsComplex.RunFuncOnReportServer(() => ProcTPs.GetAllLim());
List <TreatPlan> listSavedTreatPlans = ReportsComplex.RunFuncOnReportServer(() => TreatPlans.GetAllSavedLim());
List <ProcTpTreatPlan> listProcTPTreatPlans = new List <ProcTpTreatPlan>();
listProcTPsAll.ForEach(x =>
{
listProcTPTreatPlans.Add(new ProcTpTreatPlan()
{
TreatPlanCur = listSavedTreatPlans.First(y => y.TreatPlanNum == x.TreatPlanNum),
ProcTPCur = x
});
});
//get one entry per procedure with their first/last date of presentation based on radio buttons.
if (isFirstPresented)
{
listProcTPTreatPlans = listProcTPTreatPlans
.OrderBy(x => x.ProcTPCur.ProcNumOrig)
.ThenBy(x => x.TreatPlanCur.DateTP)
.ThenBy(x => x.TreatPlanCur.TreatPlanNum)
.GroupBy(x => x.ProcTPCur.ProcNumOrig)
.Select(x => x.First())
.ToList();
}
else
{
listProcTPTreatPlans = listProcTPTreatPlans
.OrderBy(x => x.ProcTPCur.ProcNumOrig)
.ThenByDescending(x => x.TreatPlanCur.DateTP)
.ThenBy(x => x.TreatPlanCur.TreatPlanNum)
.GroupBy(x => x.ProcTPCur.ProcNumOrig)
.Select(x => x.First())
.ToList();
}
//get rid of any entries that are outside the range selected.
listProcTPTreatPlans = listProcTPTreatPlans.Where(x => x.TreatPlanCur.DateTP.Date >= dateStart &&
x.TreatPlanCur.DateTP.Date <= dateEnd).ToList();
//Get the associated procedures, claimprocs, adjustments, users, appointments.
List <Procedure> listProcsForTreatPlans = ReportsComplex.RunFuncOnReportServer(() =>
Procedures.GetForProcTPs(listProcTPTreatPlans.Select(x => x.ProcTPCur).ToList(), ProcStat.C, ProcStat.TP));
if (hasClinicsEnabled && !hasAllClinics)
{
listProcsForTreatPlans =
listProcsForTreatPlans.FindAll(x => listClinicNums.Contains(x.ClinicNum));
}
List <ClaimProc> listClaimProcs = ReportsComplex.RunFuncOnReportServer(() => ClaimProcs.GetForProcsLimited(listProcsForTreatPlans.Select(x => x.ProcNum).ToList(),
ClaimProcStatus.CapComplete, ClaimProcStatus.NotReceived, ClaimProcStatus.Received, ClaimProcStatus.Supplemental, ClaimProcStatus.Estimate));
List <Adjustment> listAdjustments = ReportsComplex.RunFuncOnReportServer(() => Adjustments.GetForProcs(listProcsForTreatPlans.Select(x => x.ProcNum).ToList()));
List <Userod> listUserods = ReportsComplex.RunFuncOnReportServer(() => Userods.GetAll());
List <TreatPlanPresenterEntry> listTreatPlanPresenterEntries = new List <TreatPlanPresenterEntry>();
List <ProcedureCode> listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetCodesForCodeNums(listProcsForTreatPlans.Select(x => x.CodeNum).ToList()));
List <Appointment> listApts = ReportsComplex.RunFuncOnReportServer(() => Appointments.GetMultApts(listProcsForTreatPlans.Select(x => x.AptNum).ToList()));
double amt = listProcsForTreatPlans.Sum(x => x.ProcFee);
foreach (Procedure procCur in listProcsForTreatPlans)
{
double grossProd = procCur.ProcFeeTotal;
double writeOffs = listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status == ClaimProcStatus.CapComplete)
.Sum(x => x.WriteOff);
grossProd -= writeOffs;
if (procCur.ProcStatus == ProcStat.C)
{
writeOffs += listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
.Where(x => x.Status.In(ClaimProcStatus.NotReceived, ClaimProcStatus.Received, ClaimProcStatus.Supplemental))
.Sum(x => x.WriteOff);
}
else
{
foreach (ClaimProc claimProcCur in listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum).Where(x => x.Status == ClaimProcStatus.Estimate))
{
if (claimProcCur.WriteOffEstOverride == -1)
{
if (claimProcCur.WriteOffEst != -1)
{
writeOffs += claimProcCur.WriteOffEst;
}
}
else
{
writeOffs += claimProcCur.WriteOffEstOverride;
}
}
//writeOffs += listClaimProcs.Where(x => x.ProcNum == procCur.ProcNum)
// .Where(x => x.Status == ClaimProcStatus.Estimate)
// .Sum(x => x.WriteOffEstOverride == -1 ? (x.WriteOffEst == -1 ? 0 : x.WriteOffEst) : x.WriteOffEstOverride); //Allen won't let me commit this nested ternary :(
}
double adjustments = listAdjustments.Where(x => x.ProcNum == procCur.ProcNum).Sum(x => x.AdjAmt);
double netProd = grossProd - writeOffs + adjustments;
TreatPlan treatPlanCur = listProcTPTreatPlans.Where(x => x.ProcTPCur.ProcNumOrig == procCur.ProcNum).First().TreatPlanCur;
Userod userPresenter;
if (isPresenter)
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.UserNumPresenter);
}
else //radioEntryUser
{
userPresenter = listUserods.FirstOrDefault(x => x.UserNum == treatPlanCur.SecUserNumEntry);
}
ProcedureCode procCode = listProcCodes.First(x => x.CodeNum == procCur.CodeNum);
Appointment aptCur = listApts.FirstOrDefault(x => x.AptNum == procCur.AptNum);
listTreatPlanPresenterEntries.Add(new TreatPlanPresenterEntry()
{
Presenter = userPresenter == null ? "" : userPresenter.UserName,
DatePresented = treatPlanCur.DateTP,
DateCompleted = procCur.ProcDate,
ProcDescript = procCode.Descript,
GrossProd = grossProd,
Adjustments = adjustments,
WriteOffs = writeOffs,
NetProd = netProd,
UserNumPresenter = userPresenter == null?0:userPresenter.UserNum,
PresentedClinic = procCur.ClinicNum,
ProcStatus = procCur.ProcStatus,
TreatPlanNum = treatPlanCur.TreatPlanNum,
AptNum = procCur.AptNum,
AptStatus = aptCur == null?ApptStatus.None:aptCur.AptStatus
});
}
DataTable table = new DataTable();
table.Columns.Add("Presenter");
table.Columns.Add("# of Plans");
table.Columns.Add("# of Procs");
table.Columns.Add("# of ProcsSched");
table.Columns.Add("# of ProcsComp");
if (isGross)
{
table.Columns.Add("GrossTPAmt");
table.Columns.Add("GrossSchedAmt");
table.Columns.Add("GrossCompAmt");
}
else
{
table.Columns.Add("NetTpAmt");
table.Columns.Add("NetSchedAmt");
table.Columns.Add("NetCompAmt");
}
if (!hasAllUsers)
{
listTreatPlanPresenterEntries = listTreatPlanPresenterEntries.Where(x => listUserNums.Contains(x.UserNumPresenter)).ToList();
}
listTreatPlanPresenterEntries = listTreatPlanPresenterEntries.OrderBy(x => x.Presenter).ToList();
listTreatPlanPresenterEntries
.GroupBy(x => x.Presenter).ToList().ForEach(x =>
{
DataRow row = table.NewRow();
row["Presenter"] = x.First().Presenter == "" ? "None" : x.First().Presenter;
row["# of Plans"] = x.GroupBy(y => y.TreatPlanNum).Count();
row["# of Procs"] = x.Count();
row["# of ProcsSched"] = x.Count(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled);
row["# of ProcsComp"] = x.Count(y => y.ProcStatus == ProcStat.C);
if (isGross)
{
row["GrossTpAmt"] = x.Sum(y => y.GrossProd);
row["GrossSchedAmt"] = x.Where(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled).Sum(y => y.GrossProd);
row["GrossCompAmt"] = x.Where(y => y.ProcStatus == ProcStat.C).Sum(y => y.GrossProd);
}
else
{
row["NetTpAmt"] = x.Sum(y => y.NetProd);
row["NetSchedAmt"] = x.Where(y => y.ProcStatus == ProcStat.TP && y.AptNum != 0 && y.AptStatus == ApptStatus.Scheduled).Sum(y => y.NetProd);
row["NetCompAmt"] = x.Where(y => y.ProcStatus == ProcStat.C).Sum(y => y.NetProd);
}
table.Rows.Add(row);
});
//DataTable table=ReportsComplex.RunFuncOnReportServer(() => ReportsComplex.GetTable(query));
return(table);
}
