///<summary>Resets the descriptions for all ADA codes to the official wording. Required by the license.</summary>
public static int ResetADAdescriptions(List <ProcedureCode> codeList)
{
//No need to check RemotingRole; no call to db.
ProcedureCode code;
int count = 0;
for (int i = 0; i < codeList.Count; i++)
{
if (!ProcedureCodes.IsValidCode(codeList[i].ProcCode)) //If this code is not in this database
{
continue;
}
code = ProcedureCodes.GetProcCode(codeList[i].ProcCode);
if (code.Descript == codeList[i].Descript)
{
continue;
}
string oldDescript = code.Descript;
DateTime datePrevious = code.DateTStamp;
code.Descript = codeList[i].Descript;
ProcedureCodes.Update(code);
SecurityLogs.MakeLogEntry(Permissions.ProcCodeEdit, 0, "Code " + code.ProcCode + " changed from '" + oldDescript + "' to '" + code.Descript + "' by D-Codes Tool."
, code.CodeNum, datePrevious);
count++;
}
return(count);
//don't forget to refresh procedurecodes.
}
///<summary>schedI is the currently displayed index of the fee schedule to save to. If an amt of -1 is passed in, then it indicates a "blank" entry which will cause deletion of any existing fee.</summary>
public static void Import(string codeText, double amt, long feeSchedNum)
{
//No need to check RemotingRole; no call to db.
if (!ProcedureCodes.IsValidCode(codeText))
{
return; //skip for now. Possibly insert a code in a future version.
}
long feeNum = GetFeeNum(ProcedureCodes.GetCodeNum(codeText), feeSchedNum);
if (feeNum > 0)
{
Delete(feeNum);
}
if (amt == -1)
{
//RefreshCache();
return;
}
Fee fee = new Fee();
fee.Amount = amt;
fee.FeeSched = feeSchedNum;
fee.CodeNum = ProcedureCodes.GetCodeNum(codeText);
Insert(fee);
//RefreshCache();//moved this outside the loop
}
///<summary>Compares two procedures and returns the order they should appear based on status, priority, toothrange, toothnum, then proccode.
///Uses the same logic as the other CompareProcedures but takes Procedure objects instead of DataRows.
///Only used for the Appointment Edit window currently.</summary>
public static int CompareProcedures(Procedure x, Procedure y)
{
//first by status
if (x.ProcStatus != y.ProcStatus)
{
//Cn,TP,R,EO,C,EC,D
//EC procs will draw on top of C procs of same date in the 3D tooth chart,
//but this is not a problem since C procs should always have a later date than EC procs.
//EC must come after C so that group notes will come after their procedures in Progress Notes.
int xIdx, yIdx;
List <ProcStat> sortOrder = new List <ProcStat>
{ //The order of statuses in this list is very important and determines the sort order for procedures.
ProcStat.TPi,
ProcStat.Cn,
ProcStat.TP,
ProcStat.R,
ProcStat.EO,
ProcStat.C,
ProcStat.EC,
ProcStat.D
};
xIdx = sortOrder.IndexOf(x.ProcStatus);
yIdx = sortOrder.IndexOf(y.ProcStatus);
return(xIdx.CompareTo(yIdx));
}
//by priority
if (x.Priority != y.Priority) //if priorities are different
{
if (x.Priority == 0)
{
return(1); //x is greater than y. Priorities always come first.
}
if (y.Priority == 0)
{
return(-1); //x is less than y. Priorities always come first.
}
return(Defs.GetOrder(DefCat.TxPriorities, x.Priority).CompareTo(Defs.GetOrder(DefCat.TxPriorities, y.Priority)));
}
//priorities are the same, so sort by toothrange
if (x.ToothRange != y.ToothRange)
{
//empty toothranges come before filled toothrange values
return(x.ToothRange.CompareTo(y.ToothRange));
}
//toothranges are the same (usually empty), so compare toothnumbers
if (x.ToothNum != y.ToothNum)
{
//this also puts invalid or empty toothnumbers before the others.
return(Tooth.ToInt(x.ToothNum).CompareTo(Tooth.ToInt(y.ToothNum)));
}
//priority and toothnums are the same, so sort by proccode.
if (x.CodeNum != y.CodeNum)
{
return(ProcedureCodes.GetProcCode(x.CodeNum).ProcCode.CompareTo(ProcedureCodes.GetProcCode(y.CodeNum).ProcCode));
}
//if everything else is the same, sort by ProcNum so sort is deterministic
return(x.ProcNum.CompareTo(y.ProcNum));
}
private string ToStringHelper(bool isLeadingIncluded = false)
{
//return base.ToString();
string retVal = "";
retVal += BenefitType.ToString(); //EB01: Eligibility or benefit information. Required
if (CoverageLevel != BenefitCoverageLevel.None)
{
retVal += ", " + CoverageLevel.ToString(); //EB02: Coverage level code. Situational
}
EbenefitCategory ebenCat = CovCats.GetEbenCat(CovCatNum);
if (ebenCat != EbenefitCategory.None)
{
retVal += ", " + ebenCat.ToString(); //EB03: Service type code. Situational
}
//EB04: Insurance type code. Situational. Not a Benefit field. We treat it as plan level.
//EB05: Plan coverage description. Situational. Not a Benefit field. We treat it as plan level.
if (TimePeriod != BenefitTimePeriod.None)
{
retVal += ", " + TimePeriod.ToString(); //EB06: Time period qualifier. Situational
}
if (MonetaryAmt != -1)
{
retVal += ", " + MonetaryAmt.ToString("c"); //EB07: Monetary amount. Situational
}
if (Percent != -1)
{
string leadingStr = "";
if (isLeadingIncluded)
{
leadingStr = "Insurance Pays ";
}
retVal += ", " + leadingStr + Percent.ToString() + "%"; //EB08: Percent. Situational
}
if (QuantityQualifier != BenefitQuantity.None)
{
retVal += ", " + QuantityQualifier.ToString(); //EB09: Quantity qualifier. Situational
}
if (Quantity != 0)
{
retVal += ", " + Quantity.ToString(); //EB10: Quantity. Situational
}
//EB11: Authorization Required. Situational. Not a Benefit field.
//EB12: In plan network. Situational. Not a Benefit field.
//EB13: Procedure identifier. Situational. We don't import this from EB, but we can show it anyway.
if (CodeNum != 0)
{
ProcedureCode proccode = ProcedureCodes.GetProcCode(CodeNum);
retVal += ", " + proccode.ProcCode + " - " + proccode.AbbrDesc;
}
return(retVal);
}
///<summary>Adds procedures to the appointment.</summary>
///<returns>First item of tuple is the newly added procedures. Second item is all procedures for the appointment.</returns>
public static ODTuple <List <Procedure>, List <Procedure> > QuickAddProcs(Appointment apt, Patient pat, List <string> listCodesToAdd, long provNum,
long provHyg, List <InsSub> SubList, List <InsPlan> listInsPlans, List <PatPlan> listPatPlans, List <Benefit> listBenefits)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <ODTuple <List <Procedure>, List <Procedure> > >(MethodBase.GetCurrentMethod(), apt, pat, listCodesToAdd, provNum,
provHyg, SubList, listInsPlans, listPatPlans, listBenefits));
}
Procedures.SetDateFirstVisit(apt.AptDateTime.Date, 1, pat);
List <ClaimProc> ClaimProcList = ClaimProcs.Refresh(apt.PatNum);
List <Procedure> listAddedProcs = new List <Procedure>();
foreach (string code in listCodesToAdd)
{
Procedure proc = new Procedure();
proc.PatNum = apt.PatNum;
ProcedureCode procCodeCur = ProcedureCodes.GetProcCode(code);
proc.CodeNum = procCodeCur.CodeNum;
proc.ProcDate = apt.AptDateTime.Date;
proc.DateTP = DateTime.Today;
#region ProvNum
proc.ProvNum = provNum;
if (procCodeCur.ProvNumDefault != 0) //Override provider for procedures with a default provider
//This provider might be restricted to a different clinic than this user.
{
proc.ProvNum = procCodeCur.ProvNumDefault;
}
else if (procCodeCur.IsHygiene && provHyg != 0)
{
proc.ProvNum = provHyg;
}
#endregion ProvNum
proc.ClinicNum = apt.ClinicNum;
proc.MedicalCode = procCodeCur.MedicalCode;
proc.ProcFee = Procedures.GetProcFee(pat, listPatPlans, SubList, listInsPlans, proc.CodeNum, proc.ProvNum, proc.ClinicNum, proc.MedicalCode);
proc.ProcStatus = ProcStat.TP;
proc.SiteNum = pat.SiteNum;
proc.RevCode = procCodeCur.RevenueCodeDefault;
proc.BaseUnits = procCodeCur.BaseUnits;
proc.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
proc.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
if (Userods.IsUserCpoe(Security.CurUser))
{
//This procedure is considered CPOE because the provider is the one that has added it.
proc.IsCpoe = true;
}
proc.Note = ProcCodeNotes.GetNote(proc.ProvNum, proc.CodeNum, proc.ProcStatus);
Procedures.Insert(proc); //recall synch not required
Procedures.ComputeEstimates(proc, pat.PatNum, ClaimProcList, false, listInsPlans, listPatPlans, listBenefits, pat.Age, SubList);
listAddedProcs.Add(proc);
}
return(new ODTuple <List <Procedure>, List <Procedure> >(listAddedProcs, Procedures.GetProcsForApptEdit(apt)));
}
///<summary>Adds procedures to the appointment.</summary>
///<returns>First item of tuple is the newly added procedures. Second item is all procedures for the appointment.</returns>
public static ODTuple <List <Procedure>, List <Procedure> > QuickAddProcs(Appointment apt, Patient pat, List <string> listProcCodesToAdd, long provNum,
long provHyg, List <InsSub> SubList, List <InsPlan> listInsPlans, List <PatPlan> listPatPlans, List <Benefit> listBenefits)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <ODTuple <List <Procedure>, List <Procedure> > >(MethodBase.GetCurrentMethod(), apt, pat, listProcCodesToAdd, provNum,
provHyg, SubList, listInsPlans, listPatPlans, listBenefits));
}
Procedures.SetDateFirstVisit(apt.AptDateTime.Date, 1, pat);
List <ClaimProc> ClaimProcList = ClaimProcs.Refresh(apt.PatNum);
List <ProcedureCode> listProcedureCodes = new List <ProcedureCode>();
foreach (string procCode in listProcCodesToAdd)
{
listProcedureCodes.Add(ProcedureCodes.GetProcCode(procCode));
}
List <long> listProvNumsTreat = new List <long>();
listProvNumsTreat.Add(provNum);
listProvNumsTreat.Add(provHyg); //these were both passed in
List <SubstitutionLink> listSubstLinks = SubstitutionLinks.GetAllForPlans(listInsPlans); //not available in FormApptEdit
List <Fee> listFees = Fees.GetListFromObjects(listProcedureCodes, null, //no procs to pull medicalCodes from
listProvNumsTreat, pat.PriProv, pat.SecProv, pat.FeeSched,
listInsPlans, new List <long>()
{
apt.ClinicNum
}, null, //procNums for appt already handled above
listSubstLinks, pat.DiscountPlanNum);
//null,listProvNumsTreat,listProcedureCodes.Select(x=>x.ProvNumDefault).ToList(),
//pat.PriProv,pat.SecProv,pat.FeeSched,listInsPlans,new List<long>(){apt.ClinicNum},listProcCodesToAdd,null);//procnums for appt already handled above
List <Procedure> listAddedProcs = new List <Procedure>();
//Make a copy of apt with provNum and provHyg, in order to maintain behavior of this method prior to using Procedures.ConstructProcedureForAppt
//provNum and provHyg are sent in and are the selected provs in FormApptEdit, which may be different than the current provs on apt
Appointment aptCur = apt.Copy();
aptCur.ProvNum = provNum;
aptCur.ProvHyg = provHyg;
foreach (string procCode in listProcCodesToAdd)
{
ProcedureCode procCodeCur = ProcedureCodes.GetProcCode(procCode);
Procedure proc = Procedures.ConstructProcedureForAppt(procCodeCur.CodeNum, aptCur, pat, listPatPlans, listInsPlans, SubList, listFees);
Procedures.Insert(proc); //recall synch not required
Procedures.ComputeEstimates(proc, pat.PatNum, ref ClaimProcList, true, listInsPlans, listPatPlans, listBenefits,
null, null, true,
pat.Age, SubList,
null, false, false, listSubstLinks, false,
listFees);
listAddedProcs.Add(proc);
}
return(new ODTuple <List <Procedure>, List <Procedure> >(listAddedProcs, Procedures.GetProcsForApptEdit(apt)));
}
///<summary>Gets a list of procedureCodes from the cache using a comma-delimited list of ProcCodes.
///Returns a new list is the passed in string is empty.</summary>
public static List <ProcedureCode> GetFromCommaDelimitedList(string codeStr)
{
List <ProcedureCode> retVal = new List <ProcedureCode>();
if (String.IsNullOrEmpty(codeStr))
{
return(retVal);
}
string[] arrayProcCodes = codeStr.Split(new char[] { ',' });
foreach (string code in arrayProcCodes)
{
retVal.Add(ProcedureCodes.GetProcCode(code));
}
return(retVal);
}
///<summary>Returns a distinct list of valid ProcCodes for the given eBenefitCat.</summary>
public static List <string> GetValidCodesForEbenCat(EbenefitCategory eBenefitCat)
{
//No need to check RemotingRole; no call to db.
List <string> listValidStrings = new List <string>();
List <CovCat> listCovCats = CovCats.GetWhere(x => x.EbenefitCat == eBenefitCat, true);
foreach (CovCat covCat in listCovCats)
{
CovSpan[] arrayCovSpans = CovSpans.GetForCat(covCat.CovCatNum);
listValidStrings.AddRange(
ProcedureCodes.GetWhere(x => CovSpans.IsCodeInSpans(x.ProcCode, arrayCovSpans), true).Select(x => x.ProcCode).ToList()
);
}
return(listValidStrings.Distinct().ToList());
}
///<summary>Construct a payplanproductionentry item for a procedure. Calculates pat portion.</summary>
public PayPlanProductionEntry(Procedure proc, PayPlanLink credit, List <ClaimProc> listClaimProcs, List <Adjustment> listAdjustments)
{
ProductionTag = proc;
LinkedCredit = credit;
ProductionDate = proc.ProcDate;
PriKey = proc.ProcNum;
ProvNum = proc.ProvNum;
ClinicNum = proc.ClinicNum;
PatNum = proc.PatNum;
AmountOriginal = ClaimProcs.GetPatPortion(proc, listClaimProcs, listAdjustments);
AmountOverride = (decimal)credit.AmountOverride;
AmountRemaining = (AmountOverride == 0)?AmountOriginal:AmountOverride;
CreditDate = credit.SecDateTEntry;
Description = $"{ProcedureCodes.GetStringProcCode(proc.CodeNum)} - {ProcedureCodes.GetLaymanTerm(proc.CodeNum)}";
LinkType = PayPlanLinkType.Procedure;
}
///<summary>Should only be called if ODHQ.</summary>
public static List <Procedure> AddEServiceRepeatingChargesHelper(DateTime dateRun, List <RepeatCharge> listRepeatCharges)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <List <Procedure> >(MethodBase.GetCurrentMethod(), dateRun, listRepeatCharges));
}
DateTime monthRun = new DateTime(dateRun.Year, dateRun.Month, 1);
//Get all bills that are due to be posted as of this date.
string command = "SELECT * FROM eservicebilling " +
"WHERE DateOfBill <= " + POut.Date(dateRun.Date, true) + " AND DateTimeProceduresPosted = '0001-01-01 00:00:00'";
List <EServiceBilling> listBillsDue = Crud.EServiceBillingCrud.SelectMany(command);
//This table will all ProcedureCodes which are included in the EServiceCodeLink table.
command = "SELECT * FROM procedurecode "
+ "INNER JOIN eservicecodelink ON procedurecode.CodeNum=eservicecodelink.CodeNum";
List <ProcedureCode> listProcCodes = OpenDentBusiness.Crud.ProcedureCodeCrud.TableToList(DataCore.GetTable(command));
//Get completed procedures that have already been posted.
List <Procedure> listProcsComplete = Procedures.GetCompletedForDateRange(monthRun, dateRun, listProcCodes.Select(x => x.CodeNum).ToList());
List <Procedure> retVal = new List <Procedure>();
foreach (EServiceBilling eServiceBilling in listBillsDue)
{
//List of procedures for this billing cycle was serialized to EServiceBilling.ProceduresJson by AccountMaint thread. Deserialize and post them.
List <Procedure> listProcs = JsonConvert.DeserializeObject <List <Procedure> >(eServiceBilling.ProceduresJson);
foreach (Procedure proc in listProcs)
{
//For a short time in May 2017 this procedure would have been checked against procedures already posted for the same month for the same eService.
//If a duplicate was found then this procedure would have been skipped. This blocking code was removed and now a similar procedure can be posted on the same month.
//This needs to be allowed to happen so that the first month can have 2 charges.
//1) For the pro-rated few days until their next BillingCycleDay is reached.
// Note, pro-rating is a future feature that may be allowed to happen via the signup portal. It is not currently but this particular code would no longer prevent it.
//2) For their typicaly BillingCycleDay charge.
Procedures.Insert(proc);
retVal.Add(proc);
listProcsComplete.Add(proc);
RepeatCharge repeatCharge = listRepeatCharges.Where(x => x.PatNum == proc.PatNum)
.FirstOrDefault(x => x.ProcCode == ProcedureCodes.GetStringProcCode(proc.CodeNum, listProcCodes));
if (repeatCharge != null)
{
RepeatCharges.AllocateUnearned(repeatCharge, proc, dateRun);
}
}
eServiceBilling.DateTimeProceduresPosted = DateTime.Now;
Crud.EServiceBillingCrud.Update(eServiceBilling);
}
return(retVal);
}
///<summary>Gets the note for the given provider, if one exists. Otherwise, gets the proccode.defaultnote.</summary>
public static string GetNote(long provNum, long codeNum)
{
//No need to check RemotingRole; no call to db.
for (int i = 0; i < Listt.Count; i++)
{
if (Listt[i].ProvNum != provNum)
{
continue;
}
if (Listt[i].CodeNum != codeNum)
{
continue;
}
return(Listt[i].Note);
}
return(ProcedureCodes.GetProcCode(codeNum).DefaultNote);
}
///<summary>Returns true if the procedure has a substitution code for the give tooth and InsPlans.</summary>
public static bool HasSubstCodeForProcCode(ProcedureCode procCode, string toothNum, List <SubstitutionLink> listSubLinks,
List <InsPlan> listPatInsPlans)
{
//No need to check RemotingRole; no call to db.
foreach (InsPlan plan in listPatInsPlans)
{
//Check to see if any allow substitutions.
if (HasSubstCodeForPlan(plan, procCode.CodeNum, listSubLinks))
{
long subCodeNum = ProcedureCodes.GetSubstituteCodeNum(procCode.ProcCode, toothNum, plan.PlanNum, listSubLinks); //for posterior composites
if (procCode.CodeNum != subCodeNum && subCodeNum > 0)
{
return(true);
}
}
}
return(false);
}
///<summary>Returns the time pattern for the specified appointment type (time pattern returned will always be in 5 min increments).
///If the Pattern variable is not set on the appointment type object then the pattern will be dynamically calculated.
///Optionally pass in provider information in order to use specific provider time patterns.</summary>
public static string GetTimePatternForAppointmentType(AppointmentType appointmentType, long provNumDentist = 0, long provNumHyg = 0)
{
//No need to check RemotingRole; no call to db.
string timePattern = "";
if (string.IsNullOrEmpty(appointmentType.Pattern))
{
//Dynamically calculate the timePattern from the procedure codes associated to the appointment type passed in.
List <string> listProcCodeStrings = appointmentType.CodeStr.Split(new char[] { ',' }, StringSplitOptions.RemoveEmptyEntries).ToList();
List <ProcedureCode> listProcCodes = ProcedureCodes.GetProcCodes(listProcCodeStrings);
timePattern = OpenDentBusiness.Appointments.CalculatePattern(provNumDentist, provNumHyg, listProcCodes.Select(x => x.CodeNum).ToList(), true);
}
else
{
timePattern = appointmentType.Pattern; //Already in 5 minute increment so no conversion required.
}
return(timePattern);
}
///<summary>Pass in list of procedures and covCat, return the sum of all CanadaTimeUnits of the procedures in that covCat as a double.</summary>
public static double GetAmtUsedForCat(List <Procedure> listProcs, CovCat covCat)
{
List <ProcedureCode> listProcCodes = new List <ProcedureCode>();
for (int i = 0; i < listProcs.Count; i++)
{
listProcCodes.Add(ProcedureCodes.GetProcCode(listProcs[i].CodeNum)); //turn list of procedures into list of procedurecodes.
}
double total = 0; //CanadaTimeUnits can be decimal numbers, like 0.5.
for (int i = 0; i < listProcCodes.Count; i++) //for every procedurecode
{
List <CovCat> listCovCatsForProc = GetCovCats(CovSpans.GetCats(listProcCodes[i].ProcCode));
if (listCovCatsForProc.Any(x => x.CovCatNum == covCat.CovCatNum))
{
total += listProcCodes[i].CanadaTimeUnits; //add the Canada time units to the total.
}
}
return(total);
}
///<summary>This method will remove and/or add a fee for the fee information passed in.
///codeText will typically be one valid procedure code. E.g. D1240
///If an amt of -1 is passed in, then it indicates a "blank" entry which will cause deletion of any existing fee.
///Returns listFees back after importing the passed in fee information.
///Does not make any database calls. This is left up to the user to take action on the list of fees returned.
///Also, makes security log entries based on how the fee changed. Does not make a log for codes that were removed (user already warned)</summary>
public static List <Fee> Import(string codeText, double amt, long feeSchedNum, long clinicNum, long provNum, List <Fee> listFees)
{
//No need to check RemotingRole; no call to db.
if (!ProcedureCodes.IsValidCode(codeText))
{
return(listFees); //skip for now. Possibly insert a code in a future version.
}
string feeOldStr = "";
long codeNum = ProcedureCodes.GetCodeNum(codeText);
Fee fee = listFees.FirstOrDefault(x => x.CodeNum == codeNum && x.FeeSched == feeSchedNum && x.ClinicNum == clinicNum && x.ProvNum == provNum);
DateTime datePrevious = DateTime.MinValue;
if (fee != null)
{
feeOldStr = Lans.g("FormFeeSchedTools", "Old Fee") + ": " + fee.Amount.ToString("c") + ", ";
datePrevious = fee.SecDateTEdit;
listFees.Remove(fee);
}
if (amt == -1)
{
return(listFees);
}
fee = new Fee();
fee.Amount = amt;
fee.FeeSched = feeSchedNum;
fee.CodeNum = ProcedureCodes.GetCodeNum(codeText);
fee.ClinicNum = clinicNum; //Either 0 because you're importing on an HQ schedule or local clinic because the feesched is localizable.
fee.ProvNum = provNum;
listFees.Add(fee); //Insert new fee specific to the active clinic.
SecurityLogs.MakeLogEntry(Permissions.ProcFeeEdit, 0, Lans.g("FormFeeSchedTools", "Procedure") + ": " + codeText + ", " + feeOldStr
+ Lans.g("FormFeeSchedTools", "New Fee") + ": " + amt.ToString("c") + ", "
+ Lans.g("FormFeeSchedTools", "Fee Schedule") + ": " + FeeScheds.GetDescription(feeSchedNum) + ". "
+ Lans.g("FormFeeSchedTools", "Fee changed using the Import button in the Fee Tools window."), ProcedureCodes.GetCodeNum(codeText),
DateTime.MinValue);
SecurityLogs.MakeLogEntry(Permissions.LogFeeEdit, 0, "Fee changed", fee.FeeNum, datePrevious);
return(listFees);
}
///<summary>Resets the descriptions for all ADA codes to the official wording. Required by the license.</summary>
public static int ResetADAdescriptions(List <ProcedureCode> codeList)
{
//No need to check RemotingRole; no call to db.
ProcedureCode code;
int count = 0;
for (int i = 0; i < codeList.Count; i++)
{
if (!ProcedureCodes.IsValidCode(codeList[i].ProcCode)) //If this code is not in this database
{
continue;
}
code = ProcedureCodes.GetProcCode(codeList[i].ProcCode);
if (code.Descript == codeList[i].Descript)
{
continue;
}
code.Descript = codeList[i].Descript;
ProcedureCodes.Update(code);
count++;
}
return(count);
//don't forget to refresh procedurecodes.
}
///<summary>only if ClientWeb</summary>
public static void FillCache(DataSet ds, params InvalidType[] arrayITypes)
{
List <InvalidType> listITypes = arrayITypes.ToList();
bool isAll = false;
if (listITypes.Contains(InvalidType.AllLocal))
{
isAll = true;
}
//All Internal OD Tables that are cached go here
if (PrefC.IsODHQ)
{
if (listITypes.Contains(InvalidType.JobPermission) || isAll)
{
ds.Tables.Add(JobPermissions.RefreshCache());
}
if (listITypes.Contains(InvalidType.PhoneComps) || isAll)
{
PhoneComps.FillCacheFromTable(ds.Tables["PhoneComp"]);
}
}
if (listITypes.Contains(InvalidType.AccountingAutoPays) || isAll)
{
AccountingAutoPays.FillCacheFromTable(ds.Tables["AccountingAutoPay"]);
}
//if(listITypes.Contains(InvalidType.AlertItems) || isAll) {//THIS IS NOT CACHED. But is used to make server run the alert logic in OpenDentalService.
// AlertSubs.FillCache(ds.Tables["AlertItem"]);
//}
if (listITypes.Contains(InvalidType.AlertCategories) || isAll)
{
AlertCategories.FillCacheFromTable(ds.Tables["AlertCategory"]);
}
if (listITypes.Contains(InvalidType.AlertCategoryLinks) || isAll)
{
AlertCategoryLinks.FillCacheFromTable(ds.Tables["AlertCategoryLink"]);
}
if (listITypes.Contains(InvalidType.AppointmentTypes) || isAll)
{
AppointmentTypes.FillCacheFromTable(ds.Tables["AppointmentType"]);
}
if (listITypes.Contains(InvalidType.AutoCodes) || isAll)
{
AutoCodes.FillCacheFromTable(ds.Tables["AutoCode"]);
AutoCodeItems.FillCacheFromTable(ds.Tables["AutoCodeItem"]);
AutoCodeConds.FillCacheFromTable(ds.Tables["AutoCodeCond"]);
}
if (listITypes.Contains(InvalidType.Automation) || isAll)
{
Automations.FillCacheFromTable(ds.Tables["Automation"]);
}
if (listITypes.Contains(InvalidType.AutoNotes) || isAll)
{
AutoNotes.FillCacheFromTable(ds.Tables["AutoNote"]);
AutoNoteControls.FillCacheFromTable(ds.Tables["AutoNoteControl"]);
}
if (listITypes.Contains(InvalidType.Carriers) || isAll)
{
Carriers.FillCacheFromTable(ds.Tables["Carrier"]); //run on startup, after telephone reformat, after list edit.
}
if (listITypes.Contains(InvalidType.ClaimForms) || isAll)
{
ClaimFormItems.FillCacheFromTable(ds.Tables["ClaimFormItem"]);
ClaimForms.FillCacheFromTable(ds.Tables["ClaimForm"]);
}
if (listITypes.Contains(InvalidType.ClearHouses) || isAll)
{
Clearinghouses.FillCacheFromTable(ds.Tables["Clearinghouse"]);
}
if (listITypes.Contains(InvalidType.ClinicErxs) || isAll)
{
ClinicErxs.FillCacheFromTable(ds.Tables["ClinicErx"]);
}
if (listITypes.Contains(InvalidType.ClinicPrefs) || isAll)
{
ClinicPrefs.FillCacheFromTable(ds.Tables["ClinicPref"]);
}
if (listITypes.Contains(InvalidType.Computers) || isAll)
{
Computers.FillCacheFromTable(ds.Tables["Computer"]);
Printers.FillCacheFromTable(ds.Tables["Printer"]);
}
if (listITypes.Contains(InvalidType.Defs) || isAll)
{
Defs.FillCacheFromTable(ds.Tables["Def"]);
}
if (listITypes.Contains(InvalidType.DentalSchools) || isAll)
{
SchoolClasses.FillCacheFromTable(ds.Tables["SchoolClass"]);
SchoolCourses.FillCacheFromTable(ds.Tables["SchoolCourse"]);
}
if (listITypes.Contains(InvalidType.DictCustoms) || isAll)
{
DictCustoms.FillCacheFromTable(ds.Tables["DictCustom"]);
}
if (listITypes.Contains(InvalidType.Diseases) || isAll)
{
DiseaseDefs.FillCacheFromTable(ds.Tables["DiseaseDef"]);
ICD9s.FillCacheFromTable(ds.Tables["ICD9"]);
}
if (listITypes.Contains(InvalidType.DisplayFields) || isAll)
{
DisplayFields.FillCacheFromTable(ds.Tables["DisplayField"]);
}
if (listITypes.Contains(InvalidType.DisplayReports) || isAll)
{
DisplayReports.FillCacheFromTable(ds.Tables["DisplayReport"]);
}
if (listITypes.Contains(InvalidType.Ebills) || isAll)
{
Ebills.FillCacheFromTable(ds.Tables["Ebill"]);
}
if (listITypes.Contains(InvalidType.ElectIDs) || isAll)
{
ElectIDs.FillCacheFromTable(ds.Tables["ElectID"]);
}
if (listITypes.Contains(InvalidType.Email) || isAll)
{
EmailAddresses.FillCacheFromTable(ds.Tables["EmailAddress"]);
EmailTemplates.FillCacheFromTable(ds.Tables["EmailTemplate"]);
}
if (listITypes.Contains(InvalidType.Employees) || isAll)
{
Employees.FillCacheFromTable(ds.Tables["Employee"]);
PayPeriods.FillCacheFromTable(ds.Tables["PayPeriod"]);
}
if (listITypes.Contains(InvalidType.Employers) || isAll)
{
Employers.FillCacheFromTable(ds.Tables["Employer"]);
}
if (listITypes.Contains(InvalidType.Fees) || isAll)
{
Fees.FillCacheFromTable(ds.Tables["Fee"]);
}
if (listITypes.Contains(InvalidType.FeeScheds) || isAll)
{
FeeScheds.FillCacheFromTable(ds.Tables["FeeSched"]);
}
if (listITypes.Contains(InvalidType.HL7Defs) || isAll)
{
HL7Defs.FillCacheFromTable(ds.Tables["HL7Def"]);
HL7DefMessages.FillCacheFromTable(ds.Tables["HL7DefMessage"]);
HL7DefSegments.FillCacheFromTable(ds.Tables["HL7DefSegment"]);
HL7DefFields.FillCacheFromTable(ds.Tables["HL7DefField"]);
}
if (listITypes.Contains(InvalidType.InsCats) || isAll)
{
CovCats.FillCacheFromTable(ds.Tables["CovCat"]);
CovSpans.FillCacheFromTable(ds.Tables["CovSpan"]);
}
if (listITypes.Contains(InvalidType.InsFilingCodes) || isAll)
{
InsFilingCodes.FillCacheFromTable(ds.Tables["InsFilingCode"]);
InsFilingCodeSubtypes.FillCacheFromTable(ds.Tables["InsFilingCodeSubtype"]);
}
if (listITypes.Contains(InvalidType.Languages) || isAll)
{
Lans.FillCacheFromTable(ds.Tables["Language"]);
}
if (listITypes.Contains(InvalidType.Letters) || isAll)
{
Letters.FillCacheFromTable(ds.Tables["Letter"]);
}
if (listITypes.Contains(InvalidType.LetterMerge) || isAll)
{
LetterMergeFields.FillCacheFromTable(ds.Tables["LetterMergeField"]);
LetterMerges.FillCacheFromTable(ds.Tables["LetterMerge"]);
}
if (listITypes.Contains(InvalidType.Medications) || isAll)
{
Medications.FillCacheFromTable(ds.Tables["Medication"]);
}
if (listITypes.Contains(InvalidType.Operatories) || isAll)
{
Operatories.FillCacheFromTable(ds.Tables["Operatory"]);
}
if (listITypes.Contains(InvalidType.OrthoChartTabs) || isAll)
{
OrthoChartTabs.FillCacheFromTable(ds.Tables["OrthoChartTab"]);
OrthoChartTabLinks.FillCacheFromTable(ds.Tables["OrthoChartTabLink"]);
}
if (listITypes.Contains(InvalidType.PatFields) || isAll)
{
PatFieldDefs.FillCacheFromTable(ds.Tables["PatFieldDef"]);
ApptFieldDefs.FillCacheFromTable(ds.Tables["ApptFieldDef"]);
}
if (listITypes.Contains(InvalidType.Pharmacies) || isAll)
{
Pharmacies.FillCacheFromTable(ds.Tables["Pharmacy"]);
}
if (listITypes.Contains(InvalidType.Prefs) || isAll)
{
Prefs.FillCacheFromTable(ds.Tables["Pref"]);
}
if (listITypes.Contains(InvalidType.ProcButtons) || isAll)
{
ProcButtons.FillCacheFromTable(ds.Tables["ProcButton"]);
ProcButtonItems.FillCacheFromTable(ds.Tables["ProcButtonItem"]);
}
if (listITypes.Contains(InvalidType.ProcCodes) || isAll)
{
ProcedureCodes.FillCacheFromTable(ds.Tables["ProcedureCode"]);
ProcCodeNotes.FillCacheFromTable(ds.Tables["ProcCodeNote"]);
}
if (listITypes.Contains(InvalidType.Programs) || isAll)
{
Programs.FillCacheFromTable(ds.Tables["Program"]);
ProgramProperties.FillCacheFromTable(ds.Tables["ProgramProperty"]);
}
if (listITypes.Contains(InvalidType.ProviderErxs) || isAll)
{
ProviderErxs.FillCacheFromTable(ds.Tables["ProviderErx"]);
}
if (listITypes.Contains(InvalidType.ProviderIdents) || isAll)
{
ProviderIdents.FillCacheFromTable(ds.Tables["ProviderIdent"]);
}
if (listITypes.Contains(InvalidType.Providers) || isAll)
{
Providers.FillCacheFromTable(ds.Tables["Provider"]);
//Refresh the clinics as well because InvalidType.Providers has a comment that says "also includes clinics". Also, there currently isn't an itype for Clinics.
Clinics.FillCacheFromTable(ds.Tables["clinic"]); //Case must match the table name in Clinics.RefrechCache().
}
if (listITypes.Contains(InvalidType.QuickPaste) || isAll)
{
QuickPasteNotes.FillCacheFromTable(ds.Tables["QuickPasteNote"]);
QuickPasteCats.FillCacheFromTable(ds.Tables["QuickPasteCat"]);
}
if (listITypes.Contains(InvalidType.RecallTypes) || isAll)
{
RecallTypes.FillCacheFromTable(ds.Tables["RecallType"]);
RecallTriggers.FillCacheFromTable(ds.Tables["RecallTrigger"]);
}
if (listITypes.Contains(InvalidType.ReplicationServers) || isAll)
{
ReplicationServers.FillCacheFromTable(ds.Tables["ReplicationServer"]);
}
//if(itypes.Contains(InvalidType.RequiredFields) || isAll) {
// RequiredFields.FillCache(ds.Tables["RequiredField"]);
//}
if (listITypes.Contains(InvalidType.Security) || isAll)
{
Userods.FillCacheFromTable(ds.Tables["Userod"]);
UserGroups.FillCacheFromTable(ds.Tables["UserGroup"]);
UserGroupAttaches.FillCacheFromTable(ds.Tables["UserGroupAttach"]);
}
if (listITypes.Contains(InvalidType.Sheets) || isAll)
{
SheetDefs.FillCacheFromTable(ds.Tables["SheetDef"]);
SheetFieldDefs.FillCacheFromTable(ds.Tables["SheetFieldDef"]);
}
if (listITypes.Contains(InvalidType.SigMessages) || isAll)
{
SigElementDefs.FillCacheFromTable(ds.Tables["SigElementDef"]);
SigButDefs.FillCacheFromTable(ds.Tables["SigButDef"]);
}
if (listITypes.Contains(InvalidType.Sites) || isAll)
{
Sites.FillCacheFromTable(ds.Tables["Site"]);
if (PrefC.IsODHQ)
{
SiteLinks.FillCacheFromTable(ds.Tables["SiteLink"]);
}
}
if (listITypes.Contains(InvalidType.SmsBlockPhones) || isAll)
{
SmsBlockPhones.FillCacheFromTable(ds.Tables["SmsBlockPhone"]);
}
if (listITypes.Contains(InvalidType.SmsPhones) || isAll)
{
SmsPhones.FillCacheFromTable(ds.Tables["SmsPhone"]);
}
if (listITypes.Contains(InvalidType.Sops) || isAll)
{
Sops.FillCacheFromTable(ds.Tables["Sop"]);
}
if (listITypes.Contains(InvalidType.StateAbbrs) || isAll)
{
StateAbbrs.FillCacheFromTable(ds.Tables["StateAbbr"]);
}
if (listITypes.Contains(InvalidType.TimeCardRules) || isAll)
{
TimeCardRules.FillCacheFromTable(ds.Tables["TimeCardRule"]);
}
//InvalidTypes.Tasks not handled here.
if (listITypes.Contains(InvalidType.ToolBut) || isAll)
{
ToolButItems.FillCacheFromTable(ds.Tables["ToolButItem"]);
}
if (listITypes.Contains(InvalidType.UserClinics) || isAll)
{
UserClinics.FillCacheFromTable(ds.Tables["UserClinic"]);
}
if (listITypes.Contains(InvalidType.UserQueries) || isAll)
{
UserQueries.FillCacheFromTable(ds.Tables["UserQuery"]);
}
if (listITypes.Contains(InvalidType.Vaccines) || isAll)
{
VaccineDefs.FillCacheFromTable(ds.Tables["VaccineDef"]);
DrugManufacturers.FillCacheFromTable(ds.Tables["DrugManufacturer"]);
DrugUnits.FillCacheFromTable(ds.Tables["DrugUnit"]);
}
if (listITypes.Contains(InvalidType.Views) || isAll)
{
ApptViews.FillCacheFromTable(ds.Tables["ApptView"]);
ApptViewItems.FillCacheFromTable(ds.Tables["ApptViewItem"]);
AppointmentRules.FillCacheFromTable(ds.Tables["AppointmentRule"]);
ProcApptColors.FillCacheFromTable(ds.Tables["ProcApptColor"]);
}
if (listITypes.Contains(InvalidType.Wiki) || isAll)
{
WikiListHeaderWidths.FillCacheFromTable(ds.Tables["WikiListHeaderWidth"]);
WikiPages.FillCache(ds.Tables["WikiPage"]);
}
if (listITypes.Contains(InvalidType.ZipCodes) || isAll)
{
ZipCodes.FillCacheFromTable(ds.Tables["ZipCode"]);
}
}
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>Surrond with Try/Catch. Error messages will be thrown to caller.</summary>
public static bool IsGlobalDateLock(Permissions perm, DateTime date, bool isSilent = false, long codeNum = 0, double procFee = -1, long sheetDefNum = 0)
{
if (!(new[] {
Permissions.AdjustmentCreate
, Permissions.AdjustmentEdit
, Permissions.PaymentCreate
, Permissions.PaymentEdit
, Permissions.ProcComplCreate
, Permissions.ProcComplEdit
, Permissions.ProcExistingEdit
//,Permissions.ProcComplEditLimited
//,Permissions.ImageDelete
, Permissions.InsPayCreate
, Permissions.InsPayEdit
//,Permissions.InsWriteOffEdit//per Nathan 7/5/2016 this should not be affected by the global date lock
, Permissions.SheetEdit
, Permissions.SheetDelete
, Permissions.CommlogEdit
//,Permissions.ClaimDelete //per Nathan 01/18/2018 this should not be affected by the global date lock
, Permissions.PayPlanEdit
//,Permissions.ClaimHistoryEdit //per Nathan & Mark 03/01/2018 this should not be affected by the global lock date, not financial data.
}).Contains(perm))
{
return(false); //permission being checked is not affected by global lock date.
}
if (date.Year == 1)
{
return(false); //Invalid or MinDate passed in.
}
if (!PrefC.GetBool(PrefName.SecurityLockIncludesAdmin) && GroupPermissions.HasPermission(Security.CurUser, Permissions.SecurityAdmin, 0))
{
return(false); //admins are never affected by global date limitation when preference is false.
}
if (perm.In(Permissions.ProcComplCreate, Permissions.ProcComplEdit, Permissions.ProcExistingEdit) &&
ProcedureCodes.CanBypassLockDate(codeNum, procFee))
{
return(false);
}
if (perm.In(Permissions.SheetEdit, Permissions.SheetDelete) && sheetDefNum > 0 && SheetDefs.CanBypassLockDate(sheetDefNum))
{
return(false);
}
//If global lock is Date based.
if (date <= PrefC.GetDate(PrefName.SecurityLockDate))
{
if (!isSilent)
{
MessageBox.Show(Lans.g("Security", "Locked by Administrator before ") + PrefC.GetDate(PrefName.SecurityLockDate).ToShortDateString());
}
return(true);
}
//If global lock is days based.
int lockDays = PrefC.GetInt(PrefName.SecurityLockDays);
if (lockDays > 0 && date <= DateTime.Today.AddDays(-lockDays))
{
if (!isSilent)
{
MessageBox.Show(Lans.g("Security", "Locked by Administrator before ") + lockDays.ToString() + " days.");
}
return(true);
}
return(false);
}
///<summary>Should only be called if ODHQ.</summary>
private static List <Procedure> AddSmsRepeatingChargesHelper(DateTime dateRun)
{
//No remoting role check; no call to db
DateTime dateStart = new DateTime(dateRun.AddMonths(-1).AddDays(-20).Year, dateRun.AddMonths(-1).AddDays(-20).Month, 1);
DateTime dateStop = dateRun.AddDays(1);
List <SmsBilling> listSmsBilling = SmsBillings.GetByDateRange(dateStart, dateStop);
List <Patient> listPatients = Patients.GetMultPats(listSmsBilling.Select(x => x.CustPatNum).Distinct().ToList()).ToList(); //local cache
ProcedureCode procCodeAccess = ProcedureCodes.GetProcCode("038");
ProcedureCode procCodeUsage = ProcedureCodes.GetProcCode("039");
ProcedureCode procCodeConfirm = ProcedureCodes.GetProcCode("040");
List <Procedure> listProcsAccess = Procedures.GetCompletedForDateRange(dateStart, dateStop, new List <long> {
procCodeAccess.CodeNum
});
List <Procedure> listProcsUsage = Procedures.GetCompletedForDateRange(dateStart, dateStop, new List <long> {
procCodeUsage.CodeNum
});
List <Procedure> listProcsConfirm = Procedures.GetCompletedForDateRange(dateStart, dateStop, new List <long> {
procCodeConfirm.CodeNum
});
List <Procedure> retVal = new List <Procedure>();
foreach (SmsBilling smsBilling in listSmsBilling)
{
Patient pat = listPatients.FirstOrDefault(x => x.PatNum == smsBilling.CustPatNum);
if (pat == null)
{
EServiceSignal eSignal = new EServiceSignal {
ServiceCode = (int)eServiceCode.IntegratedTexting,
SigDateTime = MiscData.GetNowDateTime(),
Severity = eServiceSignalSeverity.Error,
Description = "Sms billing row found for non existent patient PatNum:" + smsBilling.CustPatNum
};
EServiceSignals.Insert(eSignal);
continue;
}
//Find the billing date based on the date usage.
DateTime billingDate = smsBilling.DateUsage.AddMonths(1); //we always bill the month after usage posts. Example: all January usage = 01/01/2015
billingDate = new DateTime(
billingDate.Year,
billingDate.Month,
Math.Min(pat.BillingCycleDay, DateTime.DaysInMonth(billingDate.Year, billingDate.Month)));
//example: dateUsage=08/01/2015, billing cycle date=8/14/2012, billing date should be 9/14/2015.
if (billingDate > dateRun || billingDate < dateRun.AddMonths(-1).AddDays(-20))
{
//One month and 20 day window. Bill regardless of presence of "038" repeat charge.
continue;
}
if (smsBilling.AccessChargeTotalUSD == 0 && smsBilling.MsgChargeTotalUSD == 0 && smsBilling.ConfirmationChargeTotalUSD == 0)
{
//No charges so skip this customer.
continue;
}
//Only post confirmation charge if valid.
if (smsBilling.ConfirmationChargeTotalUSD > 0 &&
(billingDate <= DateTime.Today || PrefC.GetBool(PrefName.FutureTransDatesAllowed) &&
!listProcsConfirm.Exists(x => x.PatNum == pat.PatNum && x.ProcDate.Year == billingDate.Year && x.ProcDate.Month == billingDate.Month)))
{
//The calculated access charge was greater than 0 and there is not an existing "038" procedure on the account for that month.
Procedure procConfirm = new Procedure();
procConfirm.CodeNum = procCodeConfirm.CodeNum;
procConfirm.DateEntryC = DateTime.Today;
procConfirm.PatNum = pat.PatNum;
procConfirm.ProcDate = billingDate;
procConfirm.DateTP = billingDate;
procConfirm.ProcFee = smsBilling.ConfirmationChargeTotalUSD;
procConfirm.ProcStatus = ProcStat.C;
procConfirm.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv);
procConfirm.MedicalCode = procCodeConfirm.MedicalCode;
procConfirm.BaseUnits = procCodeConfirm.BaseUnits;
procConfirm.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
procConfirm.BillingNote = smsBilling.BillingDescConfirmation;
procConfirm.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
Procedures.Insert(procConfirm);
listProcsConfirm.Add(procConfirm);
retVal.Add(procConfirm);
}
//Confirmation charges may wipe out access charges. We still want to see the $0 charge in this case so post this charge if either of the 2 are valid.
if ((smsBilling.AccessChargeTotalUSD > 0 || smsBilling.ConfirmationChargeTotalUSD > 0) &&
(billingDate <= DateTime.Today || PrefC.GetBool(PrefName.FutureTransDatesAllowed)) &&
!listProcsAccess.Exists(x => x.PatNum == pat.PatNum && x.ProcDate.Year == billingDate.Year && x.ProcDate.Month == billingDate.Month))
{
//The calculated access charge was greater than 0 and there is not an existing "038" procedure on the account for that month.
Procedure procAccess = new Procedure();
procAccess.CodeNum = procCodeAccess.CodeNum;
procAccess.DateEntryC = DateTime.Today;
procAccess.PatNum = pat.PatNum;
procAccess.ProcDate = billingDate;
procAccess.DateTP = billingDate;
procAccess.ProcFee = smsBilling.AccessChargeTotalUSD;
procAccess.ProcStatus = ProcStat.C;
procAccess.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv);
procAccess.MedicalCode = procCodeAccess.MedicalCode;
procAccess.BaseUnits = procCodeAccess.BaseUnits;
procAccess.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
procAccess.BillingNote = smsBilling.BillingDescSms;
procAccess.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
Procedures.Insert(procAccess);
listProcsAccess.Add(procAccess);
retVal.Add(procAccess);
}
//Only post usage charge if valid.
if (smsBilling.MsgChargeTotalUSD > 0 &&
(billingDate <= DateTime.Today || PrefC.GetBool(PrefName.FutureTransDatesAllowed)) &&
!listProcsUsage.Exists(x => x.PatNum == pat.PatNum && x.ProcDate.Year == billingDate.Year && x.ProcDate.Month == billingDate.Month))
{
//Calculated Usage charge > 0 and not already billed, may exist without access charge
Procedure procUsage = new Procedure();
procUsage.CodeNum = procCodeUsage.CodeNum;
procUsage.DateEntryC = DateTime.Today;
procUsage.PatNum = pat.PatNum;
procUsage.ProcDate = billingDate;
procUsage.DateTP = billingDate;
procUsage.ProcFee = smsBilling.MsgChargeTotalUSD;
procUsage.ProcStatus = ProcStat.C;
procUsage.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv);
procUsage.MedicalCode = procCodeUsage.MedicalCode;
procUsage.BaseUnits = procCodeUsage.BaseUnits;
procUsage.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs);
procUsage.PlaceService = (PlaceOfService)PrefC.GetInt(PrefName.DefaultProcedurePlaceService); //Default Proc Place of Service for the Practice is used.
procUsage.BillingNote = "Texting Usage charge for " + smsBilling.DateUsage.ToString("MMMM yyyy") + ".";
Procedures.Insert(procUsage);
listProcsUsage.Add(procUsage);
retVal.Add(procUsage);
}
}
return(retVal);
}
///<summary>Gets all possible fees associated with the various objects passed in. Gets fees from db based on code and fee schedule combos. Includes all provider overrides. Includes default/no clinic as well as any specified clinic overrides. Although the list always includes extra fees from scheds that we don't need, it's still a very small list. That list is then used repeatedly by other code in loops to find the actual individual fee amounts.</summary>
public static List <Fee> GetListFromObjects(List <ProcedureCode> listProcedureCodes, List <string> listMedicalCodes, List <long> listProvNumsTreat, long patPriProv,
long patSecProv, long patFeeSched, List <InsPlan> listInsPlans, List <long> listClinicNums, List <Appointment> listAppts,
List <SubstitutionLink> listSubstLinks, long discountPlan
//listCodeNums,listProvNumsTreat,listProcCodesProvNumDefault,patPriProv,patSecProv,patFeeSched,listInsPlans,listClinicNums
//List<long> listProcCodesProvNumDefault
)
{
//listMedicalCodes: it already automatically gets the medical codes from procCodes. This is just for procs. If no procs yet, it will be null.
//listMedicalCodes can be done by: listProcedures.Select(x=>x.MedicalCode).ToList(); //this is just the strings
//One way to get listProvNumsTreat is listProcedures.Select(x=>x.ProvNum).ToList()
//One way to specify a single provNum in listProvNumsTreat is new List<long>(){provNum}
//One way to get clinicNums is listProcedures.Select(x=>x.ClinicNum).ToList()
//Another way to get clinicNums is new List<long>(){clinicNum}.
//These objects will be cleaned up, so they can have duplicates, zeros, invalid keys, nulls, etc
//In some cases, we need to pass in a list of appointments to make sure we've included all possible providers, both ProvNum and ProvHyg
//In that case, it's common to leave listProvNumsTreat null because we clearly do not have any of those providers set yet.
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <List <Fee> >(MethodBase.GetCurrentMethod(), listProcedureCodes, listMedicalCodes, listProvNumsTreat, patPriProv,
patSecProv, patFeeSched, listInsPlans, listClinicNums, listAppts, listSubstLinks, discountPlan));
}
if (listProcedureCodes == null)
{
return(new List <Fee>());
}
List <long> listCodeNumsOut = new List <long>();
foreach (ProcedureCode procedureCode in listProcedureCodes)
{
if (procedureCode == null)
{
continue;
}
if (!listCodeNumsOut.Contains(procedureCode.CodeNum))
{
listCodeNumsOut.Add(procedureCode.CodeNum);
}
if (ProcedureCodes.IsValidCode(procedureCode.MedicalCode))
{
long codeNumMed = ProcedureCodes.GetCodeNum(procedureCode.MedicalCode);
if (!listCodeNumsOut.Contains(codeNumMed))
{
listCodeNumsOut.Add(codeNumMed);
}
}
if (ProcedureCodes.IsValidCode(procedureCode.SubstitutionCode))
{
long codeNumSub = ProcedureCodes.GetCodeNum(procedureCode.SubstitutionCode);
if (!listCodeNumsOut.Contains(codeNumSub))
{
listCodeNumsOut.Add(codeNumSub);
}
}
}
if (listMedicalCodes != null)
{
foreach (string strMedCode in listMedicalCodes)
{
if (ProcedureCodes.IsValidCode(strMedCode))
{
long codeNumMed = ProcedureCodes.GetCodeNum(strMedCode);
if (!listCodeNumsOut.Contains(codeNumMed))
{
listCodeNumsOut.Add(codeNumMed);
}
}
}
}
if (listSubstLinks != null)
{
foreach (SubstitutionLink substitutionLink in listSubstLinks) //Grab all subst codes, since we don't know which ones we will need.
{
if (ProcedureCodes.IsValidCode(substitutionLink.SubstitutionCode))
{
long codeNum = ProcedureCodes.GetCodeNum(substitutionLink.SubstitutionCode);
if (!listCodeNumsOut.Contains(codeNum))
{
listCodeNumsOut.Add(codeNum);
}
}
}
}
//Fee schedules. Will potentially include many.=======================================================================================
List <long> listFeeScheds = new List <long>();
//Add feesched for first provider (See Claims.CalculateAndUpdate)---------------------------------------------------------------------
Provider provFirst = Providers.GetFirst();
if (provFirst != null && provFirst.FeeSched != 0 && !listFeeScheds.Contains(provFirst.FeeSched))
{
listFeeScheds.Add(provFirst.FeeSched);
}
//Add feesched for PracticeDefaultProv------------------------------------------------------------------------------------------------
Provider provPracticeDefault = Providers.GetProv(PrefC.GetLong(PrefName.PracticeDefaultProv));
if (provPracticeDefault != null && provPracticeDefault.FeeSched != 0 && !listFeeScheds.Contains(provPracticeDefault.FeeSched))
{
listFeeScheds.Add(provPracticeDefault.FeeSched);
}
//Add feescheds for all treating providers---------------------------------------------------------------------------------------------
if (listProvNumsTreat != null)
{
foreach (long provNumTreat in listProvNumsTreat)
{
Provider provTreat = Providers.GetProv(provNumTreat);
if (provTreat != null && provTreat.FeeSched != 0 && !listFeeScheds.Contains(provTreat.FeeSched))
{
listFeeScheds.Add(provTreat.FeeSched); //treating provs fee scheds
}
}
}
//Add feescheds for the patient's primary and secondary providers----------------------------------------------------------------------
Provider providerPatPri = Providers.GetProv(patPriProv);
if (providerPatPri != null && providerPatPri.FeeSched != 0 && !listFeeScheds.Contains(providerPatPri.FeeSched))
{
listFeeScheds.Add(providerPatPri.FeeSched);
}
Provider providerPatSec = Providers.GetProv(patSecProv);
if (providerPatSec != null && providerPatSec.FeeSched != 0 && !listFeeScheds.Contains(providerPatSec.FeeSched))
{
listFeeScheds.Add(providerPatSec.FeeSched);
}
//Add feescheds for all procedurecode.ProvNumDefaults---------------------------------------------------------------------------------
foreach (ProcedureCode procedureCode in listProcedureCodes)
{
if (procedureCode == null)
{
continue;
}
long provNumDefault = procedureCode.ProvNumDefault;
if (provNumDefault == 0)
{
continue;
}
Provider provDefault = Providers.GetProv(provNumDefault);
if (provDefault != null && provDefault.FeeSched != 0 && !listFeeScheds.Contains(provDefault.FeeSched))
{
listFeeScheds.Add(provDefault.FeeSched);
}
}
//Add feescheds for appointment providers---------------------------------------------------------------------------------------------
if (listAppts != null)
{
foreach (Appointment appointment in listAppts)
{
Provider provAppt = Providers.GetProv(appointment.ProvNum);
if (provAppt != null && provAppt.FeeSched != 0 && !listFeeScheds.Contains(provAppt.FeeSched))
{
listFeeScheds.Add(provAppt.FeeSched);
}
Provider provApptHyg = Providers.GetProv(appointment.ProvHyg);
if (provApptHyg != null && provApptHyg.FeeSched != 0 && !listFeeScheds.Contains(provApptHyg.FeeSched))
{
listFeeScheds.Add(provApptHyg.FeeSched);
}
}
}
//Add feesched for patient. Rare. --------------------------------------------------------------------------------------------------
if (patFeeSched != 0)
{
if (!listFeeScheds.Contains(patFeeSched))
{
listFeeScheds.Add(patFeeSched);
}
}
//Add feesched for each insplan, both reg and allowed--------------------------------------------------------------------------------
if (listInsPlans != null)
{
foreach (InsPlan insPlan in listInsPlans)
{
if (insPlan.FeeSched != 0 && !listFeeScheds.Contains(insPlan.FeeSched))
{
listFeeScheds.Add(insPlan.FeeSched); //insplan feeSched
}
if (insPlan.AllowedFeeSched != 0 && !listFeeScheds.Contains(insPlan.AllowedFeeSched))
{
listFeeScheds.Add(insPlan.AllowedFeeSched); //allowed feeSched
}
if (insPlan.CopayFeeSched != 0 && !listFeeScheds.Contains(insPlan.CopayFeeSched))
{
listFeeScheds.Add(insPlan.CopayFeeSched); //copay feeSched
}
}
}
if (discountPlan != 0)
{
long discountPlanFeeSched = DiscountPlans.GetPlan(discountPlan).FeeSchedNum;
if (!listFeeScheds.Contains(discountPlanFeeSched))
{
listFeeScheds.Add(discountPlanFeeSched);
}
}
//ClinicNums========================================================================================================================
List <long> listClinicNumsOut = new List <long>(); //usually empty or one entry
if (listClinicNums != null)
{
foreach (long clinicNum in listClinicNums)
{
if (clinicNum != 0 && !listClinicNumsOut.Contains(clinicNum))
{
listClinicNumsOut.Add(clinicNum); //proc ClinicNums
}
}
}
if (listFeeScheds.Count == 0 || listProcedureCodes.Count == 0)
{
return(new List <Fee>());
}
string command = "SELECT * FROM fee WHERE (";
for (int i = 0; i < listFeeScheds.Count; i++)
{
if (i > 0)
{
command += " OR ";
}
command += "FeeSched=" + POut.Long(listFeeScheds[i]);
}
command += ") AND (";
for (int i = 0; i < listCodeNumsOut.Count; i++)
{
if (i > 0)
{
command += " OR ";
}
command += "CodeNum=" + POut.Long(listCodeNumsOut[i]);
}
command += ") AND (ClinicNum=0";
for (int i = 0; i < listClinicNumsOut.Count; i++)
{
command += " OR ClinicNum=" + POut.Long(listClinicNumsOut[i]);
}
command += ")";
return(Crud.FeeCrud.SelectMany(command));
}
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);
}
/// <summary>Runs repeating charges for the date passed in, usually today. Can't use 'out' variables because this runs over Middle Tier.</summary>
public static RepeatChargeResult RunRepeatingCharges(DateTime dateRun)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetObject <RepeatChargeResult>(MethodBase.GetCurrentMethod(), dateRun));
}
Prefs.UpdateDateT(PrefName.RepeatingChargesBeginDateTime, dateRun);
try {
RepeatChargeResult result = new RepeatChargeResult();
List <RepeatCharge> listRepeatingCharges = RepeatCharges.Refresh(0).ToList();
if (PrefC.IsODHQ)
{
//Remove all eService repeating charges.
//EService charges have already been calculated and stored in EServiceBilling table. Add those here.
List <string> listEServiceCodes = EServiceCodeLink.GetProcCodesForAll();
listRepeatingCharges.RemoveAll(x => listEServiceCodes.Contains(x.ProcCode));
result.ProceduresAddedCount += EServiceBillings.AddEServiceRepeatingChargesHelper(dateRun).Count;
}
DateTime startedUsingFKs = UpdateHistories.GetDateForVersion(new Version("16.1.0.0")); //We started using FKs from procs to repeat charges in 16.1.
foreach (RepeatCharge repeatCharge in listRepeatingCharges)
{
if (!repeatCharge.IsEnabled || (repeatCharge.DateStop.Year > 1880 && repeatCharge.DateStop.AddMonths(3) < dateRun))
{
continue; //This repeating charge is too old to possibly create a new charge. Not precise but greatly reduces calls to DB.
//We will filter by more stringently on the DateStop later on.
}
long codeNum = ProcedureCodes.GetCodeNum(repeatCharge.ProcCode);
//Must contain all procedures that affect the date range.
DateTime procRangeStart = repeatCharge.DateStart.AddMonths(-1); //Minus 1 month to catch accounts that have changed their billing date
List <Procedure> listExistingProcs = Procedures.GetCompletedForDateRange(procRangeStart, dateRun,
new List <long> {
codeNum
},
new List <long> {
repeatCharge.PatNum
});
for (int j = listExistingProcs.Count - 1; j >= 0; j--) //iterate backwards to remove elements
{
Procedure proc = listExistingProcs[j];
if (((proc.RepeatChargeNum == repeatCharge.RepeatChargeNum) //Check the procedure's FK first
//Use the old logic without matching FKs only if the procedure was added before updating to 16.1
//Match patnum, codenum, fee, year, and month (IsRepeatDateHelper uses special logic to determine correct month)
//Procedures with the ProcDate prior to the RepeatCharge.StartDate should not be considered as valid procedures
//associated to the current repeat charge.
|| ((proc.ProcDate < startedUsingFKs || startedUsingFKs.Year < 1880) &&
proc.PatNum == repeatCharge.PatNum &&
proc.CodeNum == codeNum &&
proc.ProcFee.IsEqual(repeatCharge.ChargeAmt))) &&
(proc.ProcDate >= repeatCharge.DateStart || //Consider procedures that fall on or after the repeat charge start date.
proc.ProcDate.Day != repeatCharge.DateStart.Day)) //Consider procs only when days are not the same. Catches procs that have changed their billing date
{
continue; //This existing procedure needs to be counted for this repeat charge.
}
listExistingProcs.RemoveAt(j); //Removing so that another repeat charge of the same code, date, and amount will be added.
}
List <DateTime> listBillingDates; //This list will have 1 or 2 dates where a repeating charge might be added
if (PrefC.GetBool(PrefName.BillingUseBillingCycleDay))
{
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun, listExistingProcs, repeatCharge,
Patients.GetPat(repeatCharge.PatNum).BillingCycleDay);
}
else
{
listBillingDates = GetBillingDatesHelper(repeatCharge.DateStart, repeatCharge.DateStop, dateRun, listExistingProcs, repeatCharge);
}
listBillingDates.RemoveAll(x => x.Date > DateTime.Today.Date && !PrefC.GetBool(PrefName.FutureTransDatesAllowed));
//If any billing dates have not been filtered out, add a repeating charge on those dates
foreach (DateTime billingDate in listBillingDates)
{
Procedure procAdded = AddRepeatingChargeHelper(repeatCharge, billingDate, dateRun);
List <Claim> listClaimsAdded = new List <Claim>();
if (repeatCharge.CreatesClaim && !ProcedureCodes.GetProcCode(repeatCharge.ProcCode).NoBillIns)
{
listClaimsAdded = AddClaimsHelper(repeatCharge, procAdded);
}
result.ProceduresAddedCount++;
result.ClaimsAddedCount += listClaimsAdded.Count;
}
}
return(result);
}
finally {
Prefs.UpdateString(PrefName.RepeatingChargesBeginDateTime, "");
}
}
///<summary>If ClientWeb, then this method is instead run on the server, and the result passed back to the client. And since it's ClientWeb, FillCache will be run on the client.</summary>
public static DataSet GetCacheDs(bool doRefreshServerCache, params InvalidType[] arrayITypes)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetDS(MethodBase.GetCurrentMethod(), doRefreshServerCache, arrayITypes));
}
Logger.LogToPath("", LogPath.Signals, LogPhase.Start, "InvalidType(s): " + string.Join(" - ", arrayITypes.OrderBy(x => x.ToString())));
List <InvalidType> listITypes = arrayITypes.ToList();
//so this part below only happens if direct or server------------------------------------------------
bool isAll = false;
if (listITypes.Contains(InvalidType.AllLocal))
{
isAll = true;
}
DataSet ds = new DataSet();
//All Internal OD Tables that are cached go here
if (PrefC.IsODHQ)
{
if (listITypes.Contains(InvalidType.JobPermission) || isAll)
{
ds.Tables.Add(JobPermissions.RefreshCache());
}
if (listITypes.Contains(InvalidType.PhoneComps) || isAll)
{
ds.Tables.Add(PhoneComps.GetTableFromCache(doRefreshServerCache));
}
}
//All cached public tables go here
if (listITypes.Contains(InvalidType.AccountingAutoPays) || isAll)
{
ds.Tables.Add(AccountingAutoPays.GetTableFromCache(doRefreshServerCache));
}
//if(listITypes.Contains(InvalidType.AlertItems) || isAll) {//THIS IS NOT CACHED. But is used to make server run the alert logic in OpenDentalService.
// ds.Tables.Add(AlertItems.RefreshCache());
//}
if (listITypes.Contains(InvalidType.AlertCategories) || isAll)
{
ds.Tables.Add(AlertCategories.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.AlertCategoryLinks) || isAll)
{
ds.Tables.Add(AlertCategoryLinks.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.AppointmentTypes) || isAll)
{
ds.Tables.Add(AppointmentTypes.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.AutoCodes) || isAll)
{
ds.Tables.Add(AutoCodes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(AutoCodeItems.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(AutoCodeConds.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Automation) || isAll)
{
ds.Tables.Add(Automations.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.AutoNotes) || isAll)
{
ds.Tables.Add(AutoNotes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(AutoNoteControls.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Carriers) || isAll)
{
ds.Tables.Add(Carriers.GetTableFromCache(doRefreshServerCache)); //run on startup, after telephone reformat, after list edit.
}
if (listITypes.Contains(InvalidType.ClaimForms) || isAll)
{
ds.Tables.Add(ClaimFormItems.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ClaimForms.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ClearHouses) || isAll)
{
ds.Tables.Add(Clearinghouses.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ClinicErxs) || isAll)
{
ds.Tables.Add(ClinicErxs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ClinicPrefs) || isAll)
{
ds.Tables.Add(ClinicPrefs.GetTableFromCache(doRefreshServerCache));
}
//InvalidType.Clinics see InvalidType.Providers
if (listITypes.Contains(InvalidType.Computers) || isAll)
{
ds.Tables.Add(Computers.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(Printers.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Defs) || isAll)
{
ds.Tables.Add(Defs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.DentalSchools) || isAll)
{
ds.Tables.Add(SchoolClasses.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(SchoolCourses.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.DictCustoms) || isAll)
{
ds.Tables.Add(DictCustoms.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Diseases) || isAll)
{
ds.Tables.Add(DiseaseDefs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ICD9s.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.DisplayFields) || isAll)
{
ds.Tables.Add(DisplayFields.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.DisplayReports) || isAll)
{
ds.Tables.Add(DisplayReports.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Ebills) || isAll)
{
ds.Tables.Add(Ebills.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.EhrCodes))
{
EhrCodes.UpdateList(); //Unusual pattern for an unusual "table". Not really a table, but a mishmash of hard coded partial code systems that are needed for CQMs.
}
if (listITypes.Contains(InvalidType.ElectIDs) || isAll)
{
ds.Tables.Add(ElectIDs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Email) || isAll)
{
ds.Tables.Add(EmailAddresses.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(EmailTemplates.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(EmailAutographs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Employees) || isAll)
{
ds.Tables.Add(Employees.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(PayPeriods.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Employers) || isAll)
{
ds.Tables.Add(Employers.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Fees) || isAll)
{
//Fee Cache follows an unusual pattern. This fills the cache with the HQ fees, and whatever clinics happen to be currently cached.
ds.Tables.Add(Fees.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.FeeScheds) || isAll)
{
ds.Tables.Add(FeeScheds.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.HL7Defs) || isAll)
{
ds.Tables.Add(HL7Defs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(HL7DefMessages.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(HL7DefSegments.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(HL7DefFields.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.InsCats) || isAll)
{
ds.Tables.Add(CovCats.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(CovSpans.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.InsFilingCodes) || isAll)
{
ds.Tables.Add(InsFilingCodes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(InsFilingCodeSubtypes.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Languages) || isAll)
{
if (CultureInfo.CurrentCulture.Name != "en-US")
{
ds.Tables.Add(Lans.GetTableFromCache(doRefreshServerCache));
}
}
if (listITypes.Contains(InvalidType.Letters) || isAll)
{
ds.Tables.Add(Letters.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.LetterMerge) || isAll)
{
ds.Tables.Add(LetterMergeFields.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(LetterMerges.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Medications) || isAll)
{
ds.Tables.Add(Medications.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Operatories) || isAll)
{
ds.Tables.Add(Operatories.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.OrthoChartTabs) || isAll)
{
ds.Tables.Add(OrthoChartTabs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(OrthoChartTabLinks.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.PatFields) || isAll)
{
ds.Tables.Add(PatFieldDefs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ApptFieldDefs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Pharmacies) || isAll)
{
ds.Tables.Add(Pharmacies.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Prefs) || isAll)
{
ds.Tables.Add(Prefs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ProcButtons) || isAll)
{
ds.Tables.Add(ProcButtons.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ProcButtonItems.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ProcCodes) || isAll)
{
ds.Tables.Add(ProcedureCodes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ProcCodeNotes.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Programs) || isAll)
{
ds.Tables.Add(Programs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ProgramProperties.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ProviderErxs) || isAll)
{
ds.Tables.Add(ProviderErxs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ProviderIdents) || isAll)
{
ds.Tables.Add(ProviderIdents.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Providers) || isAll)
{
ds.Tables.Add(Providers.GetTableFromCache(doRefreshServerCache));
//Refresh the clinics as well because InvalidType.Providers has a comment that says "also includes clinics". Also, there currently isn't an itype for Clinics.
ds.Tables.Add(Clinics.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.QuickPaste) || isAll)
{
ds.Tables.Add(QuickPasteNotes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(QuickPasteCats.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.RecallTypes) || isAll)
{
ds.Tables.Add(RecallTypes.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(RecallTriggers.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ReplicationServers) || isAll)
{
ds.Tables.Add(ReplicationServers.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.RequiredFields) || isAll)
{
ds.Tables.Add(RequiredFields.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(RequiredFieldConditions.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Security) || isAll)
{
ds.Tables.Add(Userods.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(UserGroups.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(GroupPermissions.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(UserGroupAttaches.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Sheets) || isAll)
{
ds.Tables.Add(SheetDefs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(SheetFieldDefs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.SigMessages) || isAll)
{
ds.Tables.Add(SigElementDefs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(SigButDefs.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Sites) || isAll)
{
ds.Tables.Add(Sites.GetTableFromCache(doRefreshServerCache));
if (PrefC.IsODHQ)
{
ds.Tables.Add(SiteLinks.GetTableFromCache(doRefreshServerCache));
}
}
if (listITypes.Contains(InvalidType.SmsBlockPhones) || isAll)
{
ds.Tables.Add(SmsBlockPhones.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.SmsPhones) || isAll)
{
ds.Tables.Add(SmsPhones.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Sops) || isAll) //InvalidType.Sops is currently never used 11/14/2014
{
ds.Tables.Add(Sops.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.StateAbbrs) || isAll)
{
ds.Tables.Add(StateAbbrs.GetTableFromCache(doRefreshServerCache));
}
//InvalidTypes.Tasks not handled here.
if (listITypes.Contains(InvalidType.TimeCardRules) || isAll)
{
ds.Tables.Add(TimeCardRules.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.ToolBut) || isAll)
{
ds.Tables.Add(ToolButItems.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.UserClinics) || isAll)
{
ds.Tables.Add(UserClinics.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.UserQueries) || isAll)
{
ds.Tables.Add(UserQueries.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Vaccines) || isAll)
{
ds.Tables.Add(VaccineDefs.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(DrugManufacturers.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(DrugUnits.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Views) || isAll)
{
ds.Tables.Add(ApptViews.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ApptViewItems.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(AppointmentRules.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(ProcApptColors.GetTableFromCache(doRefreshServerCache));
}
if (listITypes.Contains(InvalidType.Wiki) || isAll)
{
ds.Tables.Add(WikiListHeaderWidths.GetTableFromCache(doRefreshServerCache));
ds.Tables.Add(WikiPages.RefreshCache());
}
if (listITypes.Contains(InvalidType.ZipCodes) || isAll)
{
ds.Tables.Add(ZipCodes.GetTableFromCache(doRefreshServerCache));
}
Logger.LogToPath("", LogPath.Signals, LogPhase.End);
return(ds);
}
/// <summary>Deletes the current recalltype and recalltrigger tables and fills them with our default. Typically ran to switch T codes to D codes.</summary>
public static void SetToDefault()
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod());
return;
}
string command = "DELETE FROM recalltype";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (1,'Prophy',393217,'/XXXX/','D0120,D1110')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (2,'Child Prophy',0,'XXX','D0120,D1120,D1203')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (3,'Perio',262144,'/XXXX/','D4910')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures) VALUES (4,'4BW',16777216,'D0274')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures) VALUES (5,'Pano',83886080,'D0330')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures) VALUES (6,'FMX',83886080,'D0210')";
Db.NonQ(command);
command = "DELETE FROM recalltrigger";
Db.NonQ(command);
//command="INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (1,1,"+ProcedureCodes.GetCodeNum("D0415")+")";//collection of microorg for culture
//Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (1,1," + ProcedureCodes.GetCodeNum("D0150") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (2,4," + ProcedureCodes.GetCodeNum("D0274") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (3,5," + ProcedureCodes.GetCodeNum("D0330") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (4,6," + ProcedureCodes.GetCodeNum("D0210") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (5,1," + ProcedureCodes.GetCodeNum("D1110") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (6,1," + ProcedureCodes.GetCodeNum("D1120") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (7,3," + ProcedureCodes.GetCodeNum("D4910") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (8,3," + ProcedureCodes.GetCodeNum("D4341") + ")";
Db.NonQ(command);
//Update the special types in preference table.
command = "UPDATE preference SET ValueString='1' WHERE PrefName='RecallTypeSpecialProphy'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='2' WHERE PrefName='RecallTypeSpecialChildProphy'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='3' WHERE PrefName='RecallTypeSpecialPerio'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='1,2,3' WHERE PrefName='RecallTypesShowingInList'";
Db.NonQ(command);
}
public static DataTable GetUnearnedAllocationData(List <long> listClinicNums, List <long> listProvNums,
List <long> listUnearnedTypeNums, bool isExcludeNetZeroUnearned)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), listClinicNums, listProvNums, listUnearnedTypeNums, isExcludeNetZeroUnearned));
}
//get all families that have an unallocated unearned balance.
//from those, remove families that have not had procedures charted/completed after the unearned amount.
//All families
//DatePay = the earliest date of unallocated unearned.
//Unallocated Amt = the total unallocated amt for the patient.
string command = @"
SELECT patient.Guarantor, MIN(paysplit.DatePay) DatePay, SUM(COALESCE(paysplit.SplitAmt,0)) + SUM(COALESCE(alloc.AllocAmt,0)) UnallocAmt
FROM paysplit
LEFT JOIN (
SELECT paysplit.FSplitNum,SUM(paysplit.SplitAmt) AllocAmt
FROM paysplit
WHERE paysplit.FSplitNum != 0
GROUP BY paysplit.FSplitNum
)alloc ON paysplit.SplitNum = alloc.FSplitNum
INNER JOIN patient ON patient.PatNum = paysplit.PatNum " ;
if (listClinicNums.Count > 0 || listProvNums.Count > 0)
{
command += @"
INNER JOIN patient guar ON guar.PatNum = patient.Guarantor " ;
if (listClinicNums.Count > 0)
{
command += @"
AND guar.ClinicNum IN (" + string.Join(",", listClinicNums.Select(x => POut.Long(x))) + ") ";
}
if (listProvNums.Count > 0)
{
command += @"
AND guar.PriProv IN (" + string.Join(",", listProvNums.Select(x => POut.Long(x))) + ") ";
}
}
command += @"
WHERE paysplit.UnearnedType != 0 " ;
if (listUnearnedTypeNums.Count > 0)
{
command += @"
AND paysplit.UnearnedType IN (" + string.Join(",", listUnearnedTypeNums.Select(x => POut.Long(x))) + ") ";
}
command += @"
AND paysplit.FSplitNum = 0
AND (ABS(paysplit.SplitAmt + alloc.AllocAmt) > 0.005 OR alloc.AllocAmt IS NULL)
GROUP BY patient.Guarantor " ;
if (isExcludeNetZeroUnearned)
{
command += @"
HAVING ABS(UnallocAmt) > 0.005 " ;
}
//one row per family
DataTable tableUnallocatedUnearned = ReportsComplex.RunFuncOnReportServer(() => Db.GetTable(command));
List <long> listGuarantors = tableUnallocatedUnearned.Rows.OfType <DataRow>().Select(x => PIn.Long(x["Guarantor"].ToString())).ToList();
//all procedures for the families that have not been explicitly paid off.
//Key: GuarantorNum | Val:ListRemainingProcsForFam
List <UnearnedProc> listRemProcs = ReportsComplex.RunFuncOnReportServer(() => Procedures.GetRemainingProcsForFamilies(listGuarantors));
Dictionary <long, List <UnearnedProc> > dictFamRemainingProcs = listRemProcs.GroupBy(x => x.GuarNum)
.ToDictionary(x => x.Key, y => y.ToList());
Dictionary <long, double> dictFamilyBalances = ReportsComplex.RunFuncOnReportServer(() => Ledgers.GetBalancesForFamilies(listGuarantors));
Dictionary <long, string> dictPatNames = ReportsComplex.RunFuncOnReportServer(() =>
Patients.GetPatientNames(Patients.GetAllFamilyPatNums(listGuarantors)));
List <ProcedureCode> listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetAllCodes());
DataTable retVal = new DataTable();
retVal.Columns.Add("Guar");
retVal.Columns.Add("FamBal");
retVal.Columns.Add("FamUnearned");
retVal.Columns.Add("FamRemAmt");
retVal.Columns.Add("Patient");
retVal.Columns.Add("Code");
retVal.Columns.Add("Date");
retVal.Columns.Add("Fee");
retVal.Columns.Add("RemAmt");
foreach (DataRow guarRowCur in tableUnallocatedUnearned.Rows)
{
long guarNum = PIn.Long(guarRowCur["Guarantor"].ToString());
DateTime dateFirstUnalloc = PIn.Date(guarRowCur["DatePay"].ToString());
double unallocAmt = PIn.Double(guarRowCur["UnallocAmt"].ToString());
List <UnearnedProc> listUnearnedProcsForGuar;
if (!dictFamRemainingProcs.TryGetValue(guarNum, out listUnearnedProcsForGuar))
{
continue; //This family does not have any procedures that need to have money allocated to.
}
listUnearnedProcsForGuar = listUnearnedProcsForGuar.Where(x => x.Proc.ProcDate >= dateFirstUnalloc).OrderBy(x => x.Proc.ProcDate).ToList();
if (listUnearnedProcsForGuar.Count == 0)
{
continue; //We only want to show families where the procedure was completed after the unallocated prepayment.
}
decimal famRemAmt = listUnearnedProcsForGuar.Sum(x => x.UnallocatedAmt);
DataRow guarRow = retVal.NewRow();
string guarName;
double famBal;
dictPatNames.TryGetValue(guarNum, out guarName);
dictFamilyBalances.TryGetValue(guarNum, out famBal);
guarRow["Guar"] = guarName;
guarRow["FamBal"] = famBal.ToString("f");
guarRow["FamUnearned"] = unallocAmt.ToString("f");
guarRow["FamRemAmt"] = famRemAmt.ToString("f");
retVal.Rows.Add(guarRow);
foreach (UnearnedProc unearnedProc in listUnearnedProcsForGuar)
{
DataRow newRow = retVal.NewRow();
dictPatNames.TryGetValue(guarNum, out guarName);
string patName;
if (dictPatNames.TryGetValue(unearnedProc.Proc.PatNum, out patName))
{
newRow["Patient"] = patName;
}
newRow["Code"] = ProcedureCodes.GetStringProcCode(unearnedProc.Proc.CodeNum, listProcCodes);
newRow["Date"] = unearnedProc.Proc.ProcDate.ToShortDateString();
newRow["Fee"] = (unearnedProc.Proc.ProcFee * (unearnedProc.Proc.UnitQty + unearnedProc.Proc.BaseUnits)).ToString("f");
newRow["RemAmt"] = unearnedProc.UnallocatedAmt.ToString("f");
retVal.Rows.Add(newRow);
}
}
return(retVal);
}
/// <summary>Deletes the current recalltype and recalltrigger tables and fills them with our default. Typically ran to switch T codes to D codes.</summary>
public static void SetToDefault()
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
Meth.GetVoid(MethodBase.GetCurrentMethod());
return;
}
string command = "DELETE FROM recalltype WHERE RecallTypeNum >= 1 AND RecallTypeNum <= 6"; //Don't delete manually added recall types
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (1,'Prophy',393217,'/XXXX/','D0120,D1110')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (2,'Child Prophy',0,'XXX','D0120,D1120,D1208')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,TimePattern,Procedures) VALUES (3,'Perio',262144,'/XXXX/','D4910')";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures,AppendToSpecial) VALUES (4,'4BW',16777216,'D0274',1)";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures,AppendToSpecial) VALUES (5,'Pano',83886080,'D0330',1)";
Db.NonQ(command);
command = "INSERT INTO recalltype (RecallTypeNum,Description,DefaultInterval,Procedures,AppendToSpecial) VALUES (6,'FMX',83886080,'D0210',1)";
Db.NonQ(command);
command = "DELETE FROM recalltrigger"; //OK to delete triggers for manually added recalls, because deleting the triggers disables the recall type.
Db.NonQ(command);
//command="INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (1,1,"+ProcedureCodes.GetCodeNum("D0415")+")";//collection of microorg for culture
//Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (1,1," + ProcedureCodes.GetCodeNum("D0150") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (2,4," + ProcedureCodes.GetCodeNum("D0274") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (3,5," + ProcedureCodes.GetCodeNum("D0330") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (4,6," + ProcedureCodes.GetCodeNum("D0210") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (5,1," + ProcedureCodes.GetCodeNum("D1110") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (6,1," + ProcedureCodes.GetCodeNum("D1120") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (7,3," + ProcedureCodes.GetCodeNum("D4910") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (8,3," + ProcedureCodes.GetCodeNum("D4341") + ")";
Db.NonQ(command);
command = "INSERT INTO recalltrigger (RecallTriggerNum,RecallTypeNum,CodeNum) VALUES (9,1," + ProcedureCodes.GetCodeNum("D0120") + ")";
Db.NonQ(command);
//Update the special types in preference table.
command = "UPDATE preference SET ValueString='1' WHERE PrefName='RecallTypeSpecialProphy'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='2' WHERE PrefName='RecallTypeSpecialChildProphy'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='3' WHERE PrefName='RecallTypeSpecialPerio'";
Db.NonQ(command);
command = "UPDATE preference SET ValueString='1,2,3' WHERE PrefName='RecallTypesShowingInList'";
Db.NonQ(command);
//Delete recalls for manually added recall types. This is the same strategy we use in FormRecallTypeEdit
//Types 1 through 6 were reinserted above, and thus the foreign keys will still be correct.
command = "DELETE FROM recall WHERE RecallTypeNum < 1 OR RecallTypeNum > 6";
Db.NonQ(command);
}
public static DataTable GetUnearnedAllocationData(List <long> listClinicNums, List <long> listProvNums,
List <long> listUnearnedTypeNums, bool isExcludeNetZeroUnearned, bool showProvider)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), listClinicNums, listProvNums, listUnearnedTypeNums, isExcludeNetZeroUnearned, showProvider));
}
List <long> listHiddenUnearnedDefNums = ReportsComplex.RunFuncOnReportServer(() =>
Defs.GetDefsNoCache(DefCat.PaySplitUnearnedType).FindAll(x => !string.IsNullOrEmpty(x.ItemValue)).Select(x => x.DefNum).ToList()
);
//get all families that have an unallocated unearned balance.
//from those, remove families that have not had procedures charted/completed after the unearned amount.
//All families
//DatePay = the earliest date of unallocated unearned.
//Unallocated Amt = the total unallocated amt for the patient.
string command = $@"
SELECT patient.Guarantor, MIN(paysplit.DatePay) DatePay, SUM(paysplit.SplitAmt) UnallocAmt{(showProvider ? ", provider.Abbr" : "")}
FROM paysplit
INNER JOIN patient ON patient.PatNum = paysplit.PatNum " ;
if (listClinicNums.Count > 0 || listProvNums.Count > 0)
{
command += "INNER JOIN patient guar ON guar.PatNum = patient.Guarantor ";
if (listClinicNums.Count > 0)
{
command += "AND guar.ClinicNum IN (" + string.Join(",", listClinicNums.Select(x => POut.Long(x))) + ") ";
}
if (listProvNums.Count > 0)
{
command += "AND guar.PriProv IN (" + string.Join(",", listProvNums.Select(x => POut.Long(x))) + ") ";
}
}
if (showProvider)
{
command += "LEFT JOIN provider ON provider.ProvNum = paysplit.ProvNum ";
}
command += "WHERE paysplit.UnearnedType != 0 ";
if (listUnearnedTypeNums.Count > 0)
{
command += "AND paysplit.UnearnedType IN (" + string.Join(",", listUnearnedTypeNums.Select(x => POut.Long(x))) + ") ";
}
if (listHiddenUnearnedDefNums.Count > 0)
{
command += $"AND paysplit.UnearnedType NOT IN ({string.Join(",",listHiddenUnearnedDefNums)}) ";
}
command += $"GROUP BY patient.Guarantor{(showProvider ? ", provider.Abbr" : "")} ";
if (isExcludeNetZeroUnearned)
{
command += "HAVING ABS(UnallocAmt) > 0.005 ";
}
//one row per family
DataTable tableUnallocatedUnearned = ReportsComplex.RunFuncOnReportServer(() => Db.GetTable(command));
List <long> listGuarantors = tableUnallocatedUnearned.Rows.OfType <DataRow>().Select(x => PIn.Long(x["Guarantor"].ToString())).ToList();
//all procedures for the families that have not been explicitly paid off.
//Key: GuarantorNum | Val:ListRemainingProcsForFam
List <UnearnedProc> listRemProcs = ReportsComplex.RunFuncOnReportServer(() => Procedures.GetRemainingProcsForFamilies(listGuarantors));
Dictionary <long, List <UnearnedProc> > dictFamRemainingProcs = listRemProcs.GroupBy(x => x.GuarNum)
.ToDictionary(x => x.Key, y => y.ToList());
Dictionary <long, double> dictFamilyBalances = ReportsComplex.RunFuncOnReportServer(() => Ledgers.GetBalancesForFamilies(listGuarantors));
Dictionary <long, string> dictPatNames = ReportsComplex.RunFuncOnReportServer(() =>
Patients.GetPatientNames(Patients.GetAllFamilyPatNums(listGuarantors)));
List <ProcedureCode> listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetAllCodes());
DataTable retVal = new DataTable();
retVal.Columns.Add("Guar");
retVal.Columns.Add("FamBal");
retVal.Columns.Add("FamUnearned");
retVal.Columns.Add("FamRemAmt");
if (showProvider)
{
retVal.Columns.Add("Prov");
}
retVal.Columns.Add("Patient");
retVal.Columns.Add("Code");
retVal.Columns.Add("Date");
retVal.Columns.Add("Fee");
retVal.Columns.Add("RemAmt");
int rowCount = tableUnallocatedUnearned.Rows.Count; //For brevity
//This has to be a for-loop instead of foreach so we can access the guarantor number from the next iteration
//prior to adding the procedures to the report (to validate whether or not we should add another guarantor row
//for a provider
for (int i = 0; i < rowCount; i++)
{
DataRow guarRowCur = tableUnallocatedUnearned.Rows[i];
int nextIndex = i + 1;
long guarNum = PIn.Long(guarRowCur["Guarantor"].ToString());
DateTime dateFirstUnalloc = PIn.Date(guarRowCur["DatePay"].ToString());
double unallocAmt = PIn.Double(guarRowCur["UnallocAmt"].ToString());
List <UnearnedProc> listUnearnedProcsForGuar;
if (!dictFamRemainingProcs.TryGetValue(guarNum, out listUnearnedProcsForGuar))
{
continue; //This family does not have any procedures that need to have money allocated to.
}
listUnearnedProcsForGuar = listUnearnedProcsForGuar.Where(x => x.Proc.ProcDate >= dateFirstUnalloc).OrderBy(x => x.Proc.ProcDate).ToList();
if (listUnearnedProcsForGuar.Count == 0)
{
continue; //We only want to show families where the procedure was completed after the unallocated prepayment.
}
decimal famRemAmt = listUnearnedProcsForGuar.Sum(x => x.UnallocatedAmt);
DataRow guarRow = retVal.NewRow();
string guarName;
double famBal;
dictPatNames.TryGetValue(guarNum, out guarName);
dictFamilyBalances.TryGetValue(guarNum, out famBal);
guarRow["Guar"] = guarName;
guarRow["FamBal"] = famBal.ToString("f");
guarRow["FamUnearned"] = unallocAmt.ToString("f");
guarRow["FamRemAmt"] = famRemAmt.ToString("f");
if (showProvider)
{
guarRow["Prov"] = guarRowCur["Abbr"];
}
retVal.Rows.Add(guarRow);
//If the next row has the same guarantor, then we know that it is another provider for this account and we should not populate the procedures yet
if (nextIndex < rowCount && guarNum == PIn.Long(tableUnallocatedUnearned.Rows[nextIndex]["Guarantor"].ToString()))
{
continue;
}
foreach (UnearnedProc unearnedProc in listUnearnedProcsForGuar)
{
DataRow newRow = retVal.NewRow();
dictPatNames.TryGetValue(guarNum, out guarName);
string patName;
if (dictPatNames.TryGetValue(unearnedProc.Proc.PatNum, out patName))
{
newRow["Patient"] = patName;
}
newRow["Code"] = ProcedureCodes.GetStringProcCode(unearnedProc.Proc.CodeNum, listProcCodes);
newRow["Date"] = unearnedProc.Proc.ProcDate.ToShortDateString();
newRow["Fee"] = unearnedProc.Proc.ProcFeeTotal.ToString("f");
newRow["RemAmt"] = unearnedProc.UnallocatedAmt.ToString("f");
retVal.Rows.Add(newRow);
}
}
return(retVal);
}
public static DataTable GetData(long feeSchedNum, long clinicNum, long provNum, bool isCategories, bool includeBlanks)
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod(), feeSchedNum, clinicNum, provNum, isCategories, includeBlanks));
}
DataTable data = GetDataSet(feeSchedNum, clinicNum, provNum);
DataTable retVal = new DataTable("ProcCodes");
if (isCategories)
{
retVal.Columns.Add(new DataColumn("Category"));
}
retVal.Columns.Add(new DataColumn("Code"));
retVal.Columns.Add(new DataColumn("Desc"));
retVal.Columns.Add(new DataColumn("Abbr"));
retVal.Columns.Add(new DataColumn("Fee"));
List <ProcedureCode> listProcCodes = new List <ProcedureCode>();
if (isCategories)
{
Def[][] arrayDefs = ReportsComplex.RunFuncOnReportServer(() => Defs.GetArrayShortNoCache());
listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetProcList(arrayDefs))
.OrderBy(x => x.ProcCat).ThenBy(x => x.ProcCode).ToList(); //Ordered by category
}
else
{
listProcCodes = ReportsComplex.RunFuncOnReportServer(() => ProcedureCodes.GetAllCodes()); //Ordered by ProcCode, used for the non-category version of the report if they want blanks.
}
bool isFound;
List <Def> listDefs = Defs.GetDefsNoCache(DefCat.ProcCodeCats);
for (int i = 0; i < listProcCodes.Count; i++)
{
isFound = false;
DataRow row = retVal.NewRow();
if (isCategories)
{
//reports should no longer use the cache.
Def def = listDefs.FirstOrDefault(x => x.DefNum == listProcCodes[i].ProcCat);
row[0] = def == null ? "" : def.ItemName;
row[1] = listProcCodes[i].ProcCode;
row[2] = listProcCodes[i].Descript;
row[3] = listProcCodes[i].AbbrDesc;
}
else
{
row[0] = listProcCodes[i].ProcCode;
row[1] = listProcCodes[i].Descript;
row[2] = listProcCodes[i].AbbrDesc;
}
for (int j = 0; j < data.Rows.Count; j++)
{
if (data.Rows[j]["ProcCode"].ToString() == listProcCodes[i].ProcCode)
{
isFound = true;
double amt = PIn.Double(data.Rows[j]["Amount"].ToString());
if (isCategories)
{
if (amt == -1)
{
row[4] = "";
isFound = false;
}
else
{
row[4] = amt.ToString("n");
}
}
else
{
if (amt == -1)
{
row[3] = "";
isFound = false;
}
else
{
row[3] = amt.ToString("n");
}
}
break;
}
}
if (includeBlanks && !isFound)
{
retVal.Rows.Add(row); //Including a row that has a blank fee.
}
else if (isFound)
{
retVal.Rows.Add(row);
}
//All other rows (empty rows where we don't want blanks) are not added to the dataset.
}
return(retVal);
}
///<summary>Gets all patplans with DateNextClaims that are today or in the past.</summary>
public static DataTable GetOutstandingOrtho()
{
if (RemotingClient.RemotingRole == RemotingRole.ClientWeb)
{
return(Meth.GetTable(MethodBase.GetCurrentMethod()));
}
if (DataConnection.DBtype == DatabaseType.Oracle)
{
throw new ApplicationException("Currently not Oracle compatible. Please call support.");
}
byte orthoMonthsTreat = PrefC.GetByte(PrefName.OrthoDefaultMonthsTreat);
long orthoDefaultAutoCodeNum = PrefC.GetLong(PrefName.OrthoAutoProcCodeNum);
List <long> listOrthoBandingCodeNums = ProcedureCodes.GetOrthoBandingCodeNums();
string command = @"
SELECT CONCAT(patient.LName,', ', patient.FName) Patient,
patient.PatNum,
carrier.CarrierName,
patplan.OrthoAutoNextClaimDate,
IF(patientnote.OrthoMonthsTreatOverride=-1,
" + orthoMonthsTreat + @",
patientnote.OrthoMonthsTreatOverride) MonthsTreat,
patclaims.LastSent,
patclaims.NumSent,
IF(insplan.OrthoAutoProcCodeNumOverride = 0,
" + orthoDefaultAutoCodeNum + @",
insplan.OrthoAutoProcCodeNumOverride) AS AutoCodeNum,
banding.DateBanding,
banding.ProvNum,
banding.ClinicNum,
patplan.PatPlanNum,
inssub.InsSubNum,
insplan.PlanNum
FROM patplan
INNER JOIN inssub ON inssub.InsSubNum = patplan.InsSubNum
INNER JOIN insplan ON insplan.PlanNum = inssub.PlanNum
AND insplan.OrthoType = " + POut.Int((int)OrthoClaimType.InitialPlusPeriodic) + @"
INNER JOIN carrier ON carrier.CarrierNum = insplan.CarrierNum
INNER JOIN patient ON patient.PatNum = patplan.PatNum
LEFT JOIN patientnote ON patientnote.PatNum = patient.PatNum
LEFT JOIN (
SELECT MAX(claim.DateSent) LastSent, COUNT(claim.ClaimNum) NumSent, claim.PatNum, claim.InsSubNum, procedurelog.CodeNum
FROM claim
INNER JOIN claimproc ON claimproc.ClaimNum = claim.ClaimNum
INNER JOIN insplan ON claim.PlanNum = insplan.PlanNum
INNER JOIN procedurelog ON procedurelog.ProcNum = claimproc.ProcNum
AND procedurelog.CodeNum =
IF(insplan.OrthoAutoProcCodeNumOverride = 0,
" + orthoDefaultAutoCodeNum + @",
insplan.OrthoAutoProcCodeNumOverride)
WHERE claim.ClaimStatus IN ('S','R')
GROUP BY claim.PatNum, claim.InsSubNum
)patclaims ON patclaims.PatNum = patplan.PatNum
AND patclaims.InsSubNum = patplan.InsSubNum
LEFT JOIN (
SELECT procedurelog.PatNum, MIN(procedurelog.ProcDate) AS DateBanding, procedurelog.ProvNum, procedurelog.ClinicNum
FROM procedurelog " ;
if (listOrthoBandingCodeNums.Count == 0) //The first rendition of ortho auto codes looked for hard coded D codes.
{
command += @"INNER JOIN procedurecode ON procedurecode.CodeNum = procedurelog.CodeNum
AND(procedurecode.ProcCode LIKE 'D8080%' OR procedurecode.ProcCode LIKE 'D8090%') " ;
}
command += @"WHERE procedurelog.ProcStatus = " + POut.Int((int)ProcStat.C) + " ";
if (listOrthoBandingCodeNums.Count > 0)
{
command += @"AND procedurelog.CodeNum IN ( " + String.Join(",", listOrthoBandingCodeNums) + @") ";
}
command += @" GROUP BY procedurelog.PatNum
)banding ON banding.PatNum = patplan.PatNum
WHERE (patplan.OrthoAutoNextClaimDate > " + POut.Date(new DateTime(1880, 1, 1)) + " AND patplan.OrthoAutoNextClaimDate <= " + DbHelper.Curdate() + @")
AND patplan.Ordinal IN (1,2) " ;
//TODO: Consider the edge case where an office falls behind and the patient really needs to create multiple claims.
//E.g. NextClaimDate = 11/01/2016, today is 12/16/2016, this query would only show the Nov. row, but needs to also show a row for 12/01/2016.
return(Db.GetTable(command));
}
