private void butOK_Click(object sender, System.EventArgs e) { RepeatCharge[] chargeList = RepeatCharges.Refresh(0); //Gets all repeating charges for all patients, they may be disabled int countAdded = 0; int claimsAdded = 0; DateTime startDate; Procedure proc; for (int i = 0; i < chargeList.Length; i++) { if (!chargeList[i].IsEnabled) //first make sure it is not disabled { continue; } if (chargeList[i].DateStart > DateTime.Today) //not started yet { continue; } //if(chargeList[i].DateStop.Year>1880//not blank // && chargeList[i].DateStop<DateTime.Today)//but already ended //{ // continue; //} //get a list dates of all completed procedures with this Code and patNum ArrayList ALdates = RepeatCharges.GetDates(ProcedureCodes.GetCodeNum(chargeList[i].ProcCode), chargeList[i].PatNum); startDate = chargeList[i].DateStart; //This is the repeating date using the old methodology. It is necessary for checking if the repeating procedure was already added using the old methodology. DateTime possibleDateOld = startDate; //This is a more accurate repeating date which will allow procedures to be added on the 28th and later. DateTime possibleDateNew = startDate; int countMonths = 0; //start looping through possible dates, beginning with the start date of the repeating charge while (possibleDateNew <= DateTime.Today) { //Only allow back dating up to one month and 20 days. if (possibleDateNew < DateTime.Today.AddDays(-50)) { possibleDateOld = possibleDateOld.AddMonths(1); countMonths++; possibleDateNew = startDate.AddMonths(countMonths); continue; //don't go back more than one month and 20 days } //check to see if the possible date is present in the list if (ALdates.Contains(possibleDateNew) || ALdates.Contains(possibleDateOld)) { possibleDateOld = possibleDateOld.AddMonths(1); countMonths++; possibleDateNew = startDate.AddMonths(countMonths); continue; } if (chargeList[i].DateStop.Year > 1880 && //not blank chargeList[i].DateStop < possibleDateNew) //but already ended { break; } //otherwise, insert a procedure to db proc = new Procedure(); proc.CodeNum = ProcedureCodes.GetCodeNum(chargeList[i].ProcCode); proc.DateEntryC = DateTimeOD.Today; proc.PatNum = chargeList[i].PatNum; proc.ProcDate = possibleDateNew; proc.DateTP = possibleDateNew; proc.ProcFee = chargeList[i].ChargeAmt; proc.ProcStatus = ProcStat.C; proc.ProvNum = PrefC.GetLong(PrefName.PracticeDefaultProv); proc.MedicalCode = ProcedureCodes.GetProcCode(proc.CodeNum).MedicalCode; proc.BaseUnits = ProcedureCodes.GetProcCode(proc.CodeNum).BaseUnits; proc.DiagnosticCode = PrefC.GetString(PrefName.ICD9DefaultForNewProcs); //Check if the repeating charge has been flagged to copy it's note into the billing note of the procedure. if (chargeList[i].CopyNoteToProc) { proc.BillingNote = chargeList[i].Note; } Procedures.Insert(proc); //no recall synch needed because dental offices don't use this feature countAdded++; possibleDateOld = possibleDateOld.AddMonths(1); countMonths++; possibleDateNew = startDate.AddMonths(countMonths); if (chargeList[i].CreatesClaim && !ProcedureCodes.GetProcCode(chargeList[i].ProcCode).NoBillIns) { List <PatPlan> patPlanList = PatPlans.Refresh(chargeList[i].PatNum); List <InsSub> subList = InsSubs.RefreshForFam(Patients.GetFamily(chargeList[i].PatNum)); List <InsPlan> insPlanList = InsPlans.RefreshForSubList(subList);; List <Benefit> benefitList = Benefits.Refresh(patPlanList, subList); Claim claimCur; List <Procedure> procCurList = new List <Procedure>(); procCurList.Add(proc); if (patPlanList.Count == 0) //no current insurance, do not create a claim { continue; } //create the claimprocs Procedures.ComputeEstimates(proc, proc.PatNum, new List <ClaimProc>(), true, insPlanList, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList); //get claimprocs for this proc, may be more than one List <ClaimProc> claimProcList = ClaimProcs.GetForProc(ClaimProcs.Refresh(proc.PatNum), proc.ProcNum); string claimType = "P"; if (patPlanList.Count == 1 && PatPlans.GetOrdinal(PriSecMed.Medical, patPlanList, insPlanList, subList) > 0) //if there's exactly one medical plan { claimType = "Med"; } claimCur = CreateClaim(claimType, patPlanList, insPlanList, claimProcList, proc, subList); claimProcList = ClaimProcs.Refresh(proc.PatNum); if (claimCur.ClaimNum == 0) { continue; } claimsAdded++; ClaimL.CalculateAndUpdate(procCurList, insPlanList, claimCur, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList); if (PatPlans.GetOrdinal(PriSecMed.Secondary, patPlanList, insPlanList, subList) > 0 && //if there exists a secondary plan !CultureInfo.CurrentCulture.Name.EndsWith("CA")) //and not canada (don't create secondary claim for canada) { claimCur = CreateClaim("S", patPlanList, insPlanList, claimProcList, proc, subList); if (claimCur.ClaimNum == 0) { continue; } claimsAdded++; claimProcList = ClaimProcs.Refresh(proc.PatNum); claimCur.ClaimStatus = "H"; ClaimL.CalculateAndUpdate(procCurList, insPlanList, claimCur, patPlanList, benefitList, Patients.GetPat(proc.PatNum).Age, subList); } } } } //MessageBox.Show(countAdded.ToString()+" "+Lan.g(this,"procedures added.")); MessageBox.Show(countAdded.ToString() + " " + Lan.g(this, "procedures added.") + "\r\n" + claimsAdded.ToString() + " " + Lan.g(this, "claims added.")); DialogResult = DialogResult.OK; }
private void butNewClaims_Click(object sender, EventArgs e) { if (gridMain.SelectedIndices.Length == 0) //No selections made. { MsgBox.Show(this, "Please select at least one procedure."); return; } if (!ClaimL.CheckClearinghouseDefaults()) { return; } //Ignore date lock for now, we just want to check the general permission for the button. if (!Security.IsAuthorized(Permissions.NewClaimsProcNotBilled, DateTime.Today)) { return; } //Generate List and Table---------------------------------------------------------------------------------------------------------------------- //List of all procedures being shown. //Pulls procedures based off of the PatNum, if the row was selected in gridMain and if it has been attached to a claim. List <ProcNotBilled> listNotBilledProcs = new List <ProcNotBilled>(); List <long> listPatNums = new List <long>(); Patient patOld = new Patient(); List <Claim> listPatClaims = new List <Claim>(); List <ClaimProc> listPatClaimProcs = new List <ClaimProc>(); List <ClaimProc> listCurClaimProcs = new List <ClaimProc>(); //find the date user is restricted by for this permission so it doesn't get called in a loop. General permission was already checked. DateTime dateRestricted = GroupPermissions.GetDateRestrictedForPermission(Permissions.NewClaimsProcNotBilled, Security.CurUser.GetGroups(true).Select(x => x.UserGroupNum).ToList()); //Table rows need to be 1:1 with gridMain rows due to logic in ContrAccount.toolBarButIns_Click(...). DataTable table = new DataTable(); //Required columns as mentioned by ContrAccount.toolBarButIns_Click(). table.Columns.Add("ProcNum"); table.Columns.Add("chargesDouble"); table.Columns.Add("ProcNumLab"); List <long> listProcNumsPastLockDate = new List <long>(); for (int i = 0; i < gridMain.ListGridRows.Count; i++) //Loop through every row in gridMain to construct datatable and listNotBilledProcs. //Table is passed to toolBarButIns_Click(...) and must contain data for every row in the grid. { DataRow rowCur = (DataRow)gridMain.ListGridRows[i].Tag; long procNumCur = PIn.Long(rowCur["ProcNum"].ToString()); Procedure procCur = Procedures.GetOneProc(procNumCur, false); if (procCur.ProcDate <= dateRestricted) //current procedure is past or on the lock date. { listProcNumsPastLockDate.Add(procNumCur); } long patNumCur = procCur.PatNum; if (patOld.PatNum != patNumCur) //Procedures in gridMain are ordered by patient, so when the patient changes, we know previous patient is complete. { listPatClaims = Claims.Refresh(patNumCur); listPatClaimProcs = ClaimProcs.Refresh(patNumCur); patOld = Patients.GetPat(procCur.PatNum); } listCurClaimProcs = ClaimProcs.GetForProc(listPatClaimProcs, procNumCur); bool hasPriClaim = false; bool hasSecClaim = false; for (int j = 0; j < listCurClaimProcs.Count; j++) { ClaimProc claimProcCur = listCurClaimProcs[j]; if (claimProcCur.ClaimNum > 0 && claimProcCur.Status != ClaimProcStatus.Preauth && claimProcCur.Status != ClaimProcStatus.Estimate) { Claim claimCur = Claims.GetFromList(listPatClaims, claimProcCur.ClaimNum); switch (claimCur.ClaimType) { case "P": hasPriClaim = true; break; case "S": hasSecClaim = true; break; } } } bool isSelected = gridMain.SelectedIndices.Contains(i); listNotBilledProcs.Add(new ProcNotBilled(patOld, procNumCur, i, isSelected, hasPriClaim, hasSecClaim, procCur.ClinicNum, procCur.PlaceService)); DataRow row = table.NewRow(); row["ProcNum"] = procNumCur; #region Calculate chargesDouble double writeOffCapSum = listPatClaimProcs.Where(x => x.Status == ClaimProcStatus.CapComplete).Sum(y => y.WriteOff); row["chargesDouble"] = procCur.ProcFeeTotal - writeOffCapSum; row["ProcNumLab"] = procCur.ProcNumLab; #endregion Calculate chargesDouble table.Rows.Add(row); if (listPatNums.Contains(patNumCur)) { continue; } listPatNums.Add(patNumCur); } List <List <ProcNotBilled> > listGroupedProcs = new List <List <ProcNotBilled> >(); Patient patCur = null; List <PatPlan> listPatPlans = null; List <InsSub> listInsSubs = null; List <InsPlan> listInsPlans = null; List <Procedure> listPatientProcs = null; ProcNotBilled procNotBilled = new ProcNotBilled(); //When automatically grouping, this is used as the procedure to group by. long patNumOld = 0; int claimCreatedCount = 0; int patIndex = 0; //The procedures show in the grid ordered by patient. Also listPatNums contains unique patnums which are in the same order as the grid. while (patIndex < listPatNums.Count) { List <ProcNotBilled> listProcs = listNotBilledProcs.Where(x => x.Patient.PatNum == listPatNums[patIndex] && x.IsRowSelected && !x.IsAttached && !x.ProcNum.In(listProcNumsPastLockDate)).ToList(); if (listProcs.Count == 0) { patNumOld = listPatNums[patIndex]; patIndex++; //No procedures were selected for this patient. continue; } else { //Maintain the same patient, in order to create one or more additional claims for the remaining procedures. //Currently will only happen for specific instances; //--Canadian customers who are attempting to create a claim with over 7 procedures. //--When checkAutoGroupProcs is checked and when there are multiple procedure groupings by GroupKey status, ClinicNum, and placeService. } if (patNumOld != listPatNums[patIndex]) //The patient could repeat if we had to group the procedures for the patinet into multiple claims. { patCur = Patients.GetPat(listPatNums[patIndex]); listPatPlans = PatPlans.Refresh(patCur.PatNum); listInsSubs = InsSubs.RefreshForFam(Patients.GetFamily(patCur.PatNum)); listInsPlans = InsPlans.RefreshForSubList(listInsSubs); listPatientProcs = Procedures.Refresh(patCur.PatNum); } if (checkAutoGroupProcs.Checked) //Automatically Group Procedures. { procNotBilled = listProcs[0]; //Update listProcs to reflect those that match the procNotBilled values. listProcs = listProcs.FindAll(x => x.HasPriClaim == procNotBilled.HasPriClaim && x.HasSecClaim == procNotBilled.HasSecClaim); if (PrefC.HasClinicsEnabled) //Group by clinic only if clinics enabled. { listProcs = listProcs.FindAll(x => x.ClinicNum == procNotBilled.ClinicNum); } else if (!PrefC.GetBool(PrefName.EasyHidePublicHealth)) //Group by Place of Service only if Public Health feature is enabled. { listProcs = listProcs.FindAll(x => x.PlaceService == procNotBilled.PlaceService); } } GetUniqueDiagnosticCodes(listProcs, listPatientProcs, listPatPlans, listInsSubs, listInsPlans); if (listProcs.Count > 7 && CultureInfo.CurrentCulture.Name.EndsWith("CA")) //Canadian. en-CA or fr-CA { listProcs = listProcs.Take(7).ToList(); //Returns first 7 items of the list. } listProcs.ForEach(x => x.IsAttached = true); //This way we can not attach procedures to multiple claims thanks to the logic above. if (listProcs.Any(x => listProcs[0].PlaceService != x.PlaceService) || listProcs.Any(x => listProcs[0].ClinicNum != x.ClinicNum)) { //Regardless if we are automatically grouping or not, //if all procs in our list at this point do not share the same PlaceService or ClinicNum then claims will not be made. } else //Basic validation passed. { if (!listProcs[0].HasPriClaim && //Medical claim. PatPlans.GetOrdinal(PriSecMed.Medical, listPatPlans, listInsPlans, listInsSubs) > 0 && //Has medical ins. PatPlans.GetOrdinal(PriSecMed.Primary, listPatPlans, listInsPlans, listInsSubs) == 0 && //Does not have primary dental ins. PatPlans.GetOrdinal(PriSecMed.Secondary, listPatPlans, listInsPlans, listInsSubs) == 0) //Does not have secondary dental ins. { claimCreatedCount++; } else //Not a medical claim. { if (!listProcs[0].HasPriClaim && PatPlans.GetOrdinal(PriSecMed.Primary, listPatPlans, listInsPlans, listInsSubs) > 0) //Primary claim. { claimCreatedCount++; } if (!listProcs[0].HasSecClaim && PatPlans.GetOrdinal(PriSecMed.Secondary, listPatPlans, listInsPlans, listInsSubs) > 0) //Secondary claim. { claimCreatedCount++; } } } listGroupedProcs.Add(listProcs); } if (claimCreatedCount <= 0 && listProcNumsPastLockDate.Count > 0) //No claims can be created because of the lock date. { MsgBox.Show(this, "No claims can be created because all procedure dates extend past the lock date for this report."); return; } if (!MsgBox.Show(this, true, "Clicking OK will create up to " + POut.Int(claimCreatedCount) + " claims and cannot be undone, except by manually going to each account. " + "Some claims may not be created if there are validation issues.\r\n" + "Click OK to continue, otherwise click Cancel.")) { return; } //Create Claims-------------------------------------------------------------------------------------------------------------------------------- claimCreatedCount = 0; string claimErrors = ""; foreach (List <ProcNotBilled> listProcs in listGroupedProcs) { patCur = listProcs[0].Patient; gridMain.SetSelected(false); //Need to deslect all rows each time so that ContrAccount.toolBarButIns_Click(...) only uses pertinent rows. for (int j = 0; j < listProcs.Count; j++) { gridMain.SetSelected(listProcs[j].RowIndex, true); //Select the pertinent rows so that they will be attached to the claim below. } int[] arraySelectedIndices = (int[])gridMain.SelectedIndices.Clone(); CreateClaimDataWrapper createClaimDataWrapper = ClaimL.GetCreateClaimDataWrapper(patCur, Patients.GetFamily(patCur.PatNum) , ClaimL.GetCreateClaimItems(table, arraySelectedIndices), false); createClaimDataWrapper = ClaimL.CreateClaimFromWrapper(false, createClaimDataWrapper, procNotBilled.HasPriClaim, procNotBilled.HasSecClaim); string errorTitle = patCur.PatNum + " " + patCur.GetNameLFnoPref() + " - "; if (patNumOld == patCur.PatNum && !string.IsNullOrEmpty(createClaimDataWrapper.ErrorMessage)) { claimErrors += "\t\t" + createClaimDataWrapper.ErrorMessage + "\r\n"; } else if (!string.IsNullOrEmpty(createClaimDataWrapper.ErrorMessage)) { claimErrors += errorTitle + createClaimDataWrapper.ErrorMessage + "\r\n"; } claimCreatedCount += createClaimDataWrapper.ClaimCreatedCount; SecurityLogs.MakeLogEntry(Permissions.ClaimEdit, patCur.PatNum, "New claim created for " + patCur.LName + "," + patCur.FName); patNumOld = patCur.PatNum; } FillGrid(); if (claimCreatedCount > 0) { OnPostClaimCreation?.Invoke(); } if (!string.IsNullOrEmpty(claimErrors)) { MsgBoxCopyPaste form = new MsgBoxCopyPaste(claimErrors); form.ShowDialog(); } MessageBox.Show(Lan.g(this, "Number of claims created") + ": " + claimCreatedCount); }