///<summary>If not using clinics then supply an empty list of clinicNums.</summary>
public static DataSet GetPayPlanTable(DateTime dateStart, DateTime dateEnd, List <long> listProvNums, List <long> listClinicNums,
bool hasAllProvs, DisplayPayPlanType displayPayPlanType, bool hideCompletedPlans, bool showFamilyBalance, bool hasDateRange, bool isPayPlanV2)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetDS(MethodBase.GetCurrentMethod(), dateStart, dateEnd, listProvNums, listClinicNums, hasAllProvs, displayPayPlanType,
hideCompletedPlans, showFamilyBalance, hasDateRange, isPayPlanV2));
}
string whereProv = "";
if (!hasAllProvs)
{
whereProv += " AND payplancharge.ProvNum IN(";
for (int i = 0; i < listProvNums.Count; i++)
{
if (i > 0)
{
whereProv += ",";
}
whereProv += POut.Long(listProvNums[i]);
}
whereProv += ") ";
}
string whereClin = "";
bool hasClinicsEnabled = ReportsComplex.RunFuncOnReportServer(() => Prefs.HasClinicsEnabledNoCache);
if (hasClinicsEnabled) //Using clinics
{
whereClin += " AND payplancharge.ClinicNum IN(";
for (int i = 0; i < listClinicNums.Count; i++)
{
if (i > 0)
{
whereClin += ",";
}
whereClin += POut.Long(listClinicNums[i]);
}
whereClin += ") ";
}
DataSet ds = new DataSet();
DataTable table = new DataTable("Clinic");
table.Columns.Add("provider");
table.Columns.Add("guarantor");
table.Columns.Add("ins");
table.Columns.Add("princ");
table.Columns.Add("accumInt");
table.Columns.Add("paid");
table.Columns.Add("balance");
table.Columns.Add("due");
if (isPayPlanV2)
{
table.Columns.Add("notDue");
}
table.Columns.Add("famBal");
table.Columns.Add("clinicName");
DataTable tableTotals = new DataTable("Total");
tableTotals.Columns.Add("clinicName");
tableTotals.Columns.Add("princ");
tableTotals.Columns.Add("accumInt");
tableTotals.Columns.Add("paid");
tableTotals.Columns.Add("balance");
tableTotals.Columns.Add("due");
if (isPayPlanV2)
{
tableTotals.Columns.Add("notDue");
}
tableTotals.Columns.Add("famBal");
DataRow row;
string datesql = "CURDATE()"; //This is used to find out how much people owe currently and has nothing to do with the selected range
if (DataConnection.DBtype == DatabaseType.Oracle)
{
datesql = "(SELECT CURRENT_DATE FROM dual)";
}
List <long> listHiddenUnearnedDefNums = ReportsComplex.RunFuncOnReportServer(() =>
Defs.GetDefsNoCache(DefCat.PaySplitUnearnedType).FindAll(x => !string.IsNullOrEmpty(x.ItemValue)).Select(x => x.DefNum).ToList()
);
string command = "SELECT FName,LName,MiddleI,PlanNum,Preferred,PlanNum, "
+ "COALESCE((SELECT SUM(Principal+Interest) FROM payplancharge WHERE payplancharge.PayPlanNum=payplan.PayPlanNum "
+ "AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Debit) + " "//for v1, debits are the only ChargeType.
+ "AND ChargeDate <= " + datesql + @"),0) '_accumDue', ";
command += "COALESCE((SELECT SUM(Interest) FROM payplancharge WHERE payplancharge.PayPlanNum=payplan.PayPlanNum "
+ "AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Debit) + " " //for v1, debits are the only ChargeType.
+ "AND ChargeDate <= " + datesql + @"),0) '_accumInt', ";
command += $@"COALESCE((SELECT SUM(SplitAmt) FROM paysplit WHERE paysplit.PayPlanNum=payplan.PayPlanNum ";
if (listHiddenUnearnedDefNums.Count > 0)
{
command += $"AND paysplit.UnearnedType NOT IN ({string.Join(",",listHiddenUnearnedDefNums)}) ";
}
command += @"AND paysplit.PayPlanNum!=0),0) '_paid',
COALESCE((SELECT SUM(InsPayAmt) FROM claimproc WHERE claimproc.PayPlanNum=payplan.PayPlanNum
AND claimproc.Status IN("
+ POut.Int((int)ClaimProcStatus.Received) + ","
+ POut.Int((int)ClaimProcStatus.Supplemental) + ","
+ POut.Int((int)ClaimProcStatus.CapClaim)
+ ") AND claimproc.PayPlanNum!=0),0) '_insPaid', ";
command += "COALESCE(CASE "
//When pay plan isn't dynamic, all charges are already created, so we can sum principal from them to get plans total principal.
+ "WHEN payplan.IsDynamic=0 THEN "
+ "(SELECT SUM(Principal) FROM payplancharge "
//for v1, debits are the only ChargeType.
+ "WHERE payplancharge.PayPlanNum=payplan.PayPlanNum AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Debit) + ") "
//When pay plan is dynamic, we will get it from dppprincipal, a table constructed to calculate total principal for dynamic pay plans.
+ "WHEN payplan.IsDynamic=1 THEN dppprincipal.TotalPrincipal ELSE 0 END,0)'_principal', "
+ "COALESCE((SELECT SUM(Principal) FROM payplancharge WHERE payplancharge.PayPlanNum=payplan.PayPlanNum "
+ "AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Credit) + "),0) '_credits', " //for v1, will always be 0.
+ "COALESCE((SELECT SUM(Principal) FROM payplancharge WHERE payplancharge.PayPlanNum=payplan.PayPlanNum "
+ "AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Credit) + " AND ChargeDate > " + datesql + "),0) '_notDue', "
+ "patient.PatNum PatNum, "
+ "payplancharge.ProvNum ProvNum ";
if (hasClinicsEnabled)
{
command += ", payplancharge.ClinicNum ClinicNum ";
}
//In order to determine if the patient has completely paid off their payment plan we need to get the total amount of interest as of today.
//Then, after the query has run, we'll add the interest up until today with the total principal for the entire payment plan.
//For this reason, we cannot use _accumDue which only gets the principle up until today and not the entire payment plan principle.
command += ",COALESCE((SELECT SUM(Interest) FROM payplancharge WHERE payplancharge.PayPlanNum=payplan.PayPlanNum "
+ "AND payplancharge.ChargeType=" + POut.Int((int)PayPlanChargeType.Debit) + " " //for v1, debits are the only ChargeType.
+ "AND ChargeDate <= " + datesql + @"),0) '_interest' "
+ "FROM payplan "
+ "LEFT JOIN patient ON patient.PatNum=payplan.Guarantor "
+ "LEFT JOIN payplancharge ON payplan.PayPlanNum=payplancharge.PayPlanNum "
+ "LEFT JOIN "
//construct dppprincipal (dynamic payment plan principal) table
+ "(SELECT payplanlink.PayPlanNum,"
//Sum total production linked to dynamic pay plan for all linked adjustments and procedures
+ "ROUND(SUM(CASE "
+ "WHEN payplanlink.AmountOverride!=0 THEN payplanlink.AmountOverride " //If override isn't zero, use it in sum
+ "ELSE (CASE " //Otherwise, use adjustment amount or total proc fee for linked production
+ "WHEN payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Adjustment) + " THEN adjustment.AdjAmt "
+ "WHEN payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Procedure) + " "
+ "THEN procedurelog.ProcFee*GREATEST(1,procedurelog.BaseUnits+procedurelog.UnitQty) "
+ "ELSE 0 END)"
//Factor in non-payplan pay splits, adjustments to procedures, and insurance estimates, payments, writeoffs, and estimated writeoffs
+ "-COALESCE(sumsplit.SumSplit,0)+COALESCE(sumprocadj.SumProcAdj,0)-COALESCE(sumins.SumIns,0) "
+ "END),2) AS 'TotalPrincipal' "
+ "FROM payplanlink "
+ "LEFT JOIN adjustment ON adjustment.AdjNum=payplanlink.FKey AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Adjustment) + " "
+ "LEFT JOIN procedurelog ON procedurelog.ProcNum=payplanlink.FKey AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Procedure) + " "
+ "LEFT JOIN " //Table to sum all paysplits made to linked production outside of pay plan.
+ "(SELECT paysplit.ProcNum,paysplit.AdjNum,SUM(paysplit.SplitAmt) AS 'SumSplit' "
+ "FROM paysplit WHERE paysplit.PayPlanNum=0 AND paysplit.PayPlanChargeNum=0 GROUP BY paysplit.ProcNum,paysplit.AdjNum) "
+ "AS sumsplit ON (payplanlink.FKey=sumsplit.ProcNum AND sumsplit.ProcNum!=0 AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Procedure) + ") OR "
+ "(payplanlink.FKey=sumsplit.AdjNum AND sumsplit.AdjNum!=0 AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Adjustment) + ") "
+ "LEFT JOIN " //Table to sum all adjustments made to linked procedures.
+ "(SELECT adjustment.ProcNum, SUM(adjustment.AdjAmt) AS 'SumProcAdj' FROM adjustment GROUP BY adjustment.ProcNum) "
+ "AS sumprocadj ON sumprocadj.ProcNum=procedurelog.ProcNum AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Procedure) + " "
+ "LEFT JOIN " //Table to sum all ins estimates, ins payments, estimated writeoffs, and writeoffs to linked procedures.
+ "(SELECT claimproc.ProcNum, SUM(CASE "
+ "WHEN claimproc.Status IN (" + string.Join(",", ClaimProcs.GetInsPaidStatuses().Select(x => POut.Int((int)x))) + ") "
+ "THEN claimproc.InsPayAmt+claimproc.WriteOff "
+ "WHEN claimproc.Status IN (" + string.Join(",", ClaimProcs.GetEstimatedStatuses().Select(x => POut.Int((int)x))) + ") "
+ "THEN claimproc.InsPayEst+(CASE "
+ "WHEN claimproc.WriteOffEstOverride!=-1 THEN claimproc.WriteOffEstOverride "
+ "WHEN claimproc.WriteOffEst!=-1 THEN claimproc.WriteOffEst "
+ "ELSE 0 END) "
+ "ELSE 0 END) AS 'SumIns' "
+ "FROM claimproc GROUP BY claimproc.ProcNum) AS sumins "
+ "ON procedurelog.ProcNum=sumins.ProcNum AND payplanlink.LinkType=" + POut.Int((int)PayPlanLinkType.Procedure) + " "
//Grouped by PayPlanNum so that we can sum total principal for each dynamic pay plan.
+ "GROUP BY PayPlanLink.PayPlanNum) AS dppprincipal ON dppprincipal.PayPlanNum=PayPlan.PayPlanNum AND PayPlan.IsDynamic=1 "
+ "WHERE TRUE "; //Always include true, so that the WHERE clause may always be present.
if (hasDateRange)
{
command += "AND payplan.PayPlanDate >= " + POut.Date(dateStart) + " "
+ "AND payplan.PayPlanDate <= " + POut.Date(dateEnd) + " ";
}
command += whereProv
+ whereClin;
if (displayPayPlanType == DisplayPayPlanType.Insurance)
{
command += "AND payplan.PlanNum!=0 ";
}
else if (displayPayPlanType == DisplayPayPlanType.Patient)
{
command += "AND payplan.PlanNum=0 ";
}
else if (displayPayPlanType == DisplayPayPlanType.Both)
{
//Do not filter the query at all which will show both insurance and patient payment plan types.
}
if (hideCompletedPlans)
{
command += "AND payplan.IsClosed=0 ";
}
command += "GROUP BY FName,LName,MiddleI,Preferred,payplan.PayPlanNum ";
if (hasClinicsEnabled)
{
command += "ORDER BY ClinicNum,LName,FName";
}
else
{
command += "ORDER BY LName,FName";
}
DataTable raw = ReportsComplex.RunFuncOnReportServer(() => ReportsComplex.GetTable(command));
List <Provider> listProvs = ReportsComplex.RunFuncOnReportServer(() => Providers.GetAll());
//DateTime payplanDate;
Patient pat;
double princ;
double paid;
double interest;
double accumDue;
double notDue;
decimal famBal = 0;
double princTot = 0;
double paidTot = 0;
double interestTot = 0;
double balanceTot = 0;
double accumDueTot = 0;
double notDueTot = 0;
decimal famBalTot = 0;
string clinicAbbrOld = "";
for (int i = 0; i < raw.Rows.Count; i++)
{
princ = PIn.Double(raw.Rows[i]["_principal"].ToString());
interest = PIn.Double(raw.Rows[i]["_accumInt"].ToString());
if (raw.Rows[i]["PlanNum"].ToString() == "0") //pat payplan
{
paid = PIn.Double(raw.Rows[i]["_paid"].ToString());
}
else //ins payplan
{
paid = PIn.Double(raw.Rows[i]["_insPaid"].ToString());
}
accumDue = PIn.Double(raw.Rows[i]["_accumDue"].ToString());
notDue = PIn.Double(raw.Rows[i]["_notDue"].ToString());
row = table.NewRow();
//payplanDate=PIn.PDate(raw.Rows[i]["PayPlanDate"].ToString());
//row["date"]=raw.Rows[i]["PayPlanDate"].ToString();//payplanDate.ToShortDateString();
pat = new Patient();
pat.LName = raw.Rows[i]["LName"].ToString();
pat.FName = raw.Rows[i]["FName"].ToString();
pat.MiddleI = raw.Rows[i]["MiddleI"].ToString();
pat.Preferred = raw.Rows[i]["Preferred"].ToString();
row["provider"] = Providers.GetLName(PIn.Long(raw.Rows[i]["ProvNum"].ToString()), listProvs);
row["guarantor"] = pat.GetNameLF();
if (raw.Rows[i]["PlanNum"].ToString() == "0")
{
row["ins"] = "";
}
else
{
row["ins"] = "X";
}
row["princ"] = princ.ToString("f");
row["accumInt"] = interest.ToString("f");
row["paid"] = paid.ToString("f");
row["balance"] = (princ + interest - paid).ToString("f");
row["due"] = (accumDue - paid).ToString("f");
if (isPayPlanV2)
{
row["notDue"] = ((princ + interest - paid) - (accumDue - paid)).ToString("f");
}
if (showFamilyBalance)
{
Family famCur = ReportsComplex.RunFuncOnReportServer(() => Patients.GetFamily(PIn.Long(raw.Rows[i]["PatNum"].ToString())));
famBal = (decimal)famCur.ListPats[0].BalTotal;
row["famBal"] = (famBal - (decimal)famCur.ListPats[0].InsEst).ToString("F");
}
if (hasClinicsEnabled) //Using clinics
{
List <Clinic> listClinics = ReportsComplex.RunFuncOnReportServer(() => Clinics.GetClinicsNoCache());
string clinicAbbr = Clinics.GetAbbr(PIn.Long(raw.Rows[i]["ClinicNum"].ToString()), listClinics);
clinicAbbr = (clinicAbbr == "")?Lans.g("FormRpPayPlans", "Unassigned"):clinicAbbr;
if (!String.IsNullOrEmpty(clinicAbbrOld) && clinicAbbr != clinicAbbrOld) //Reset all the total values
{
DataRow rowTot = tableTotals.NewRow();
rowTot["clinicName"] = clinicAbbrOld;
rowTot["princ"] = princTot.ToString();
rowTot["accumInt"] = interestTot.ToString();
rowTot["paid"] = paidTot.ToString();
rowTot["balance"] = balanceTot.ToString();
rowTot["due"] = accumDueTot.ToString();
if (isPayPlanV2)
{
rowTot["notDue"] = notDueTot.ToString();
}
rowTot["famBal"] = famBalTot.ToString();
tableTotals.Rows.Add(rowTot);
princTot = 0;
paidTot = 0;
interestTot = 0;
accumDueTot = 0;
balanceTot = 0;
notDueTot = 0;
famBalTot = 0;
}
row["clinicName"] = clinicAbbr;
clinicAbbrOld = clinicAbbr;
princTot += princ;
paidTot += paid;
interestTot += interest;
accumDueTot += (accumDue - paid);
balanceTot += (princ + interest - paid);
notDueTot += ((princ + interest - paid) - (accumDue - paid));
famBalTot += famBal;
if (i == raw.Rows.Count - 1)
{
DataRow rowTot = tableTotals.NewRow();
rowTot["clinicName"] = clinicAbbrOld;
rowTot["princ"] = princTot.ToString();
rowTot["accumInt"] = interestTot.ToString();
rowTot["paid"] = paidTot.ToString();
rowTot["balance"] = balanceTot.ToString();
rowTot["due"] = accumDueTot.ToString();
if (isPayPlanV2)
{
rowTot["notDue"] = notDueTot.ToString();
}
rowTot["famBal"] = famBalTot.ToString();
tableTotals.Rows.Add(rowTot);
}
}
table.Rows.Add(row);
}
ds.Tables.Add(table);
ds.Tables.Add(tableTotals);
return(ds);
}