/// <summary>Returns true if ClaimProcAllowCreditsGreaterThanProcFee preference allows the user to add credits greater than the proc fee. Otherwise returns false </summary>
private bool isClaimProcGreaterThanProcFee()
{
ClaimProcCreditsGreaterThanProcFee creditsGreaterPref = (ClaimProcCreditsGreaterThanProcFee)PrefC.GetInt(PrefName.ClaimProcAllowCreditsGreaterThanProcFee);
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Allow)
{
return(true);
}
List <Procedure> listProcs = Procedures.GetManyProc(ClaimProcsToEdit.Select(x => x.ProcNum).ToList(), false);
List <ClaimProc> listClaimProcsForPat = ClaimProcs.Refresh(PatCur.PatNum);
List <PaySplit> listPaySplitForSelectedCP = PaySplits.GetPaySplitsFromProcs(ClaimProcsToEdit.Select(x => x.ProcNum).ToList());
List <Adjustment> listAdjForSelectedCP = Adjustments.GetForProcs(ClaimProcsToEdit.Select(x => x.ProcNum).ToList());
bool isCreditGreater = false;
List <string> listProcDescripts = new List <string>();
for (int i = 0; i < ClaimProcsToEdit.Length; i++)
{
ClaimProc claimProcCur = ClaimProcsToEdit[i];
int insPayIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Ins Pay"));
int writeoffIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Writeoff"));
int feeAcctIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Fee"));
decimal insPayAmt = (decimal)ClaimProcs.ProcInsPay(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[insPayIdx].Text);
decimal writeOff = (decimal)ClaimProcs.ProcWriteoff(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[writeoffIdx].Text);
decimal feeAcct = PIn.Decimal(gridMain.ListGridRows[i].Cells[feeAcctIdx].Text);
decimal adj = listAdjForSelectedCP.Where(x => x.ProcNum == claimProcCur.ProcNum).Select(x => (decimal)x.AdjAmt).Sum();
decimal patPayAmt = listPaySplitForSelectedCP.Where(x => x.ProcNum == claimProcCur.ProcNum).Select(x => (decimal)x.SplitAmt).Sum();
//Any changes to this calculation should also consider FormClaimProc.IsClaimProcGreaterThanProcFee().
decimal creditRem = feeAcct - patPayAmt - insPayAmt - writeOff + adj;
isCreditGreater |= (creditRem.IsLessThanZero());
if (creditRem.IsLessThanZero())
{
Procedure proc = listProcs.FirstOrDefault(x => x.ProcNum == claimProcCur.ProcNum);
listProcDescripts.Add((proc == null ? "" : ProcedureCodes.GetProcCode(proc.CodeNum).ProcCode)
+ "\t" + Lan.g(this, "Fee") + ": " + feeAcct.ToString("F")
+ "\t" + Lan.g(this, "Credits") + ": " + (Math.Abs(-patPayAmt - insPayAmt - writeOff + adj)).ToString("F")
+ "\t" + Lan.g(this, "Remaining") + ": (" + Math.Abs(creditRem).ToString("F") + ")");
}
}
if (!isCreditGreater)
{
return(true);
}
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Block)
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Remaining amount is negative for the following procedures") + ":\r\n"
+ string.Join("\r\n", listProcDescripts) + "\r\n" + Lan.g(this, "Not allowed to continue."));
msgBox.Text = Lan.g(this, "Overpaid Procedure Warning");
msgBox.ShowDialog();
return(false);
}
if (creditsGreaterPref == ClaimProcCreditsGreaterThanProcFee.Warn)
{
return(MessageBox.Show(Lan.g(this, "Remaining amount is negative for the following procedures") + ":\r\n"
+ string.Join("\r\n", listProcDescripts.Take(10)) + "\r\n" + (listProcDescripts.Count > 10?"...\r\n":"") + Lan.g(this, "Continue?")
, Lan.g(this, "Overpaid Procedure Warning"), MessageBoxButtons.OKCancel) == DialogResult.OK);
}
return(true); //should never get to this line, only possible if another enum value is added to allow, warn, and block
}
private void FillGrid()
{
RefreshReport();
gridMain.BeginUpdate();
ODGridColumn col = null;
if (gridMain.Columns.Count == 0)
{
col = new ODGridColumn(Lan.g(this, "Patient Name"), _colWidthPatName);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Procedure Date"), _colWidthProcDate);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Procedure Descipion"), 0); //Dynaimc width
gridMain.Columns.Add(col);
if (PrefC.HasClinicsEnabled)
{
col = new ODGridColumn(Lan.g(this, "Clinic"), _colWidthClinic);
gridMain.Columns.Add(col);
}
col = new ODGridColumn(Lan.g(this, "Amount"), _colWidthAmount, HorizontalAlignment.Right);
gridMain.Columns.Add(col);
}
gridMain.Rows.Clear();
ODGridRow row;
for (int i = 0; i < _myReport.ReportObjects.Count; i++)
{
if (_myReport.ReportObjects[i].ObjectType != ReportObjectType.QueryObject)
{
continue;
}
QueryObject queryObj = (QueryObject)_myReport.ReportObjects[i];
for (int j = 0; j < queryObj.ReportTable.Rows.Count; j++)
{
row = new ODGridRow();
row.Cells.Add(queryObj.ReportTable.Rows[j][0].ToString()); //Procedure Name
row.Cells.Add(PIn.Date(queryObj.ReportTable.Rows[j][1].ToString()).ToShortDateString()); //Procedure Date
row.Cells.Add(queryObj.ReportTable.Rows[j][2].ToString()); //Procedure Description
if (PrefC.HasClinicsEnabled)
{
long clinicNum = PIn.Long(queryObj.ReportTable.Rows[j][5].ToString());
if (clinicNum == 0)
{
row.Cells.Add("Unassigned");
}
else
{
row.Cells.Add(Clinics.GetAbbr(clinicNum));
}
}
row.Cells.Add(PIn.Double(queryObj.ReportTable.Rows[j][3].ToString()).ToString("c")); //Amount
_procTotalAmt += PIn.Decimal(queryObj.ReportTable.Rows[j][3].ToString());
row.Tag = PIn.Long(queryObj.ReportTable.Rows[j][4].ToString()); //Tag set to ProcNum. Used in butNewClaims_Click().
gridMain.Rows.Add(row);
}
}
gridMain.EndUpdate();
}
private void FillGrid()
{
DataTable table = RpServiceDateView.GetData(PatNum, IsFamily, checkDetailedView.Checked);
gridMain.BeginUpdate();
//Columns
gridMain.ListGridColumns.Clear();
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Service Date"), 90));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Trans Date"), 80));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Patient"), 150));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Reference"), 220));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Charge"), 80, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Credit"), 80, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "Prov"), 80));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "InsBal"), 80, HorizontalAlignment.Right));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g(this, "AcctBal"), 80, HorizontalAlignment.Right));
//Rows
gridMain.ListGridRows.Clear();
DataRow lastRow = table.Select().LastOrDefault();
foreach (DataRow row in table.Rows)
{
GridRow newRow = new GridRow();
DateTime serviceDate = PIn.Date(row["Date"].ToString());
DateTime transDate = PIn.Date(row["Trans Date"].ToString());
newRow.Cells.Add((serviceDate.Year < 1880) ? "" : serviceDate.ToShortDateString());
newRow.Cells.Add((transDate.Year < 1880) ? "" : transDate.ToShortDateString());
newRow.Cells.Add(row["Patient"].ToString());
string strReference = row["Reference"].ToString();
newRow.Cells.Add(strReference);
bool isUnallocated = strReference.ToLower().Contains("unallocated");
newRow.Cells.Add(isUnallocated ? "" : PIn.Decimal(row["Charge"].ToString()).ToString("f"));
newRow.Cells.Add(isUnallocated ? "" : PIn.Decimal(row["Credit"].ToString()).ToString("f"));
newRow.Cells.Add(row["Pvdr"].ToString());
decimal insBal = PIn.Decimal(row["InsBal"].ToString());
decimal acctBal = PIn.Decimal(row["AcctBal"].ToString());
bool isTotalsRow = row == lastRow || strReference.ToLower().Contains("Total for Date".ToLower());
bool isProc = row["Type"].ToString().ToLower() == "proc" && checkDetailedView.Checked;
//Show insBal and acctBal when not on totals row and detailed is checked and either of the amounts are not zero.
bool showDetailedRow = isTotalsRow || isProc ||
(checkDetailedView.Checked && (Math.Abs(insBal).IsGreaterThanZero() || Math.Abs(acctBal).IsGreaterThanZero()));
newRow.Cells.Add(showDetailedRow ? insBal.ToString("f") : "");
newRow.Cells.Add(showDetailedRow ? acctBal.ToString("f") : "");
newRow.Tag = row;
if (isTotalsRow)
{
newRow.Bold = true;
}
gridMain.ListGridRows.Add(newRow);
}
gridMain.EndUpdate();
}
private void processReturnToolStripMenuItem_Click(object sender, EventArgs e)
{
if (!Security.IsAuthorized(Permissions.PaymentCreate))
{
return;
}
if (gridMain.SelectedIndices.Length < 1)
{
return;
}
if (IsXWebTransaction(gridMain.SelectedIndices[0]))
{
long patNum = PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["PatNum"].ToString());
string alias = _tableTrans.Rows[gridMain.SelectedIndices[0]]["Alias"].ToString();
List <CreditCard> listCards = CreditCards.GetCardsByToken(alias,
new List <CreditCardSource> {
CreditCardSource.XWeb, CreditCardSource.XWebPortalLogin
});
if (listCards.Count == 0)
{
MsgBox.Show(this, "This credit card is no longer stored in the database. Return cannot be processed.");
return;
}
if (listCards.Count > 1)
{
MsgBox.Show(this, "There is more than one card in the database with this token. Return cannot be processed due to the risk of charging the " +
"incorrect card.");
return;
}
FormXWeb FormXW = new FormXWeb(patNum, listCards.FirstOrDefault(), XWebTransactionType.CreditReturnTransaction, createPayment: true);
FormXW.LockCardInfo = true;
if (FormXW.ShowDialog() == DialogResult.OK)
{
FillGrid();
}
}
else
{
Payment payment = Payments.GetPayment(PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["PaymentNum"].ToString()));
PayConnectResponseWeb pcResponseWeb = PayConnectResponseWebs.GetOne(PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["ResponseNum"].ToString()));
decimal amt = PIn.Decimal(_tableTrans.Rows[gridMain.SelectedIndices[0]]["Amount"].ToString());
string refNum = _tableTrans.Rows[gridMain.SelectedIndices[0]]["TransactionID"].ToString(); //This is actually PayConnectResponseWeb.RefNumber, it's just stored in the TransactionID column
if (!PayConnectL.VoidOrRefundPayConnectPortalTransaction(pcResponseWeb, payment, PayConnectService.transType.RETURN, refNum, amt))
{
return;
}
MsgBox.Show("Return successful.");
FillGrid();
}
}
private void butOK_Click(object sender, EventArgs e)
{
if (listTransType.SelectedIndex == 2) //Debit Purchase
{
if (textCashBackAmt.errorProvider1.GetError(textCashBackAmt) != "")
{
MsgBox.Show(this, "Please fix data entry errors first.");
return;
}
CashBackAmount = PIn.Decimal(textCashBackAmt.Text);
}
TransactionType = listTransType.SelectedIndex;
SaveToken = checkSaveToken.Checked;
DialogResult = DialogResult.OK;
}
private void voidPaymentToolStripMenuItem_Click(object sender, EventArgs e)
{
if (!Security.IsAuthorized(Permissions.PaymentCreate))
{
return;
}
if (gridMain.SelectedIndices.Length < 1 ||
!MsgBox.Show(this, MsgBoxButtons.YesNo, "Void this payment?"))
{
return;
}
try {
Cursor = Cursors.WaitCursor;
if (IsXWebTransaction(gridMain.SelectedIndices[0]))
{
long patNum = PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["PatNum"].ToString());
long responseNum = PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["ResponseNum"].ToString());
string payNote = Lan.g(this, "Void XWeb payment made from within Open Dental") + "\r\n"
+ Lan.g(this, "Amount:") + " " + PIn.Double(_tableTrans.Rows[gridMain.SelectedIndices[0]]["Amount"].ToString()).ToString("f") + "\r\n"
+ Lan.g(this, "Transaction ID:") + " " + _tableTrans.Rows[gridMain.SelectedIndices[0]]["TransactionID"].ToString() + "\r\n"
+ Lan.g(this, "Card Number:") + " " + _tableTrans.Rows[gridMain.SelectedIndices[0]]["MaskedAcctNum"].ToString() + "\r\n"
+ Lan.g(this, "Processed:") + " " + DateTime.Now.ToShortDateString() + " " + DateTime.Now.ToShortTimeString();
XWebs.VoidPayment(patNum, payNote, responseNum);
}
else
{
Payment payment = Payments.GetPayment(PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["PaymentNum"].ToString()));
PayConnectResponseWeb pcResponseWeb = PayConnectResponseWebs.GetOne(PIn.Long(_tableTrans.Rows[gridMain.SelectedIndices[0]]["ResponseNum"].ToString()));
decimal amt = PIn.Decimal(_tableTrans.Rows[gridMain.SelectedIndices[0]]["Amount"].ToString());
string refNum = _tableTrans.Rows[gridMain.SelectedIndices[0]]["TransactionID"].ToString(); //This is actually PayConnectResponseWeb.RefNumber, it's just stored in the TransactionID column
if (!PayConnectL.VoidOrRefundPayConnectPortalTransaction(pcResponseWeb, payment, PayConnectService.transType.VOID, refNum, amt))
{
Cursor = Cursors.Default;
return;
}
}
Cursor = Cursors.Default;
MsgBox.Show(this, "Void successful");
FillGrid();
}
catch (ODException ex) {
Cursor = Cursors.Default;
MessageBox.Show(ex.Message);
}
}
///<summary>Returns true if InsPayNoWriteoffMoreThanProc preference is turned on and the sum of write off amount is greater than the proc fee.
///Otherwise returns false </summary>
private bool IsWriteOffGreaterThanProcFee()
{
if (!PrefC.GetBool(PrefName.InsPayNoWriteoffMoreThanProc))
{
return(false); //InsPayNoWriteoffMoreThanProc preference is off. No need to check.
}
List <ClaimProc> listClaimProcsForPat = ClaimProcs.Refresh(PatCur.PatNum);
List <Adjustment> listAdjustmentsForPat = Adjustments.GetForProcs(ClaimProcsToEdit.Select(x => x.ProcNum).Where(x => x != 0).ToList());
bool isWriteoffGreater = false;
List <string> listProcDescripts = new List <string>();
for (int i = 0; i < ClaimProcsToEdit.Length; i++)
{
ClaimProc claimProcCur = ClaimProcsToEdit[i];
//Fetch all adjustments for the given procedure.
List <Adjustment> listClaimProcAdjustments = listAdjustmentsForPat.Where(x => x.ProcNum == claimProcCur.ProcNum).ToList();
int writeoffIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Writeoff"));
int feeAcctIdx = gridMain.ListGridColumns.GetIndex(Lan.g("TableClaimProc", "Fee"));
decimal writeOff = (decimal)ClaimProcs.ProcWriteoff(listClaimProcsForPat.FindAll(x => x.ClaimProcNum != claimProcCur.ClaimProcNum), claimProcCur.ProcNum)
+ PIn.Decimal(gridMain.ListGridRows[i].Cells[writeoffIdx].Text);
decimal feeAcct = PIn.Decimal(gridMain.ListGridRows[i].Cells[feeAcctIdx].Text);
decimal adjAcct = listClaimProcAdjustments.Sum(x => (decimal)x.AdjAmt);
//Any changes to this calculation should also consider FormClaimProc.IsWriteOffGreaterThanProc().
decimal writeoffRem = feeAcct - writeOff + adjAcct;
isWriteoffGreater |= (writeoffRem.IsLessThanZero() && writeOff.IsGreaterThanZero());
if (writeoffRem.IsLessThanZero() && writeOff.IsGreaterThanZero())
{
Procedure proc = Procedures.GetProcFromList(ProcList, claimProcCur.ProcNum); //will return a new procedure if none found.
listProcDescripts.Add((proc == null ? "" : ProcedureCodes.GetProcCode(proc.CodeNum).ProcCode)
+ "\t" + Lan.g(this, "Fee") + ": " + feeAcct.ToString("F")
+ "\t" + Lan.g(this, "Adjustments") + ": " + adjAcct.ToString("F")
+ "\t" + Lan.g(this, "Write-off") + ": " + (Math.Abs(-writeOff)).ToString("F")
+ "\t" + Lan.g(this, "Remaining") + ": (" + Math.Abs(writeoffRem).ToString("F") + ")");
}
}
if (isWriteoffGreater)
{
MsgBoxCopyPaste msgBox = new MsgBoxCopyPaste(Lan.g(this, "Write-off amount is greater than the adjusted procedure fee for the following "
+ "procedure(s)") + ":\r\n" + string.Join("\r\n", listProcDescripts) + "\r\n" + Lan.g(this, "Not allowed to continue."));
msgBox.Text = Lan.g(this, "Excessive Write-off");
msgBox.ShowDialog();
return(true);
}
return(false);
}
///<summary>When a charge is selected this method highlights all paysplits associated with it.</summary>
private void gridCharges_CellClick(object sender, ODGridClickEventArgs e)
{
//Charge total text set here
List <Tuple <long, long, long> > listAddedParents = new List <Tuple <long, long, long> >();//Prov/Clinic/Pat
gridSplits.SetSelected(false);
decimal chargeTotal = 0;
foreach (GridRow row in gridCharges.SelectedGridRows)
{
AccountEntry accountEntry = (AccountEntry)row.Tag;
if (accountEntry.Tag == null) //Parent row
{
chargeTotal += PIn.Decimal(row.Cells[row.Cells.Count - 1].Text);
listAddedParents.Add(Tuple.Create(accountEntry.ProvNum, accountEntry.ClinicNum, accountEntry.PatNum));
continue;
}
else
{
for (int j = 0; j < gridSplits.ListGridRows.Count; j++)
{
PaySplit paySplit = (PaySplit)gridSplits.ListGridRows[j].Tag;
if (accountEntry.SplitCollection.Contains(paySplit))
{
gridSplits.SetSelected(j, true);
}
if (accountEntry.GetType() == typeof(PayPlanCharge) && paySplit.PayPlanNum == ((PayPlanCharge)accountEntry.Tag).PayPlanNum)
{
gridSplits.SetSelected(j, true);
}
}
if (!listAddedParents.Exists(x => x.Item1 == accountEntry.ProvNum && x.Item2 == accountEntry.ClinicNum && x.Item3 == accountEntry.PatNum)) //In case a parent AND child are selected, don't add child amounts if parent was added already
{
chargeTotal += accountEntry.AmountEnd;
}
}
}
textChargeTotal.Text = chargeTotal.ToString("F");
}
///<summary>Processes a PaySimple payment via the PaySimple API.</summary>
private PaySimple.ApiResponse ProcessPayment(int expYear, int expMonth)
{
PaySimple.ApiResponse retVal = null;
string refNumber = "";
if (_trantype == PaySimple.TransType.VOID || _trantype == PaySimple.TransType.RETURN)
{
refNumber = textRefNumber.Text;
}
string magData = null;
if (_parser != null)
{
magData = _parser.Track2;
}
string cardNumber = textCardNumber.Text;
//if using a stored CC and there is an X-Charge token saved for the CC and the user enters the whole card number to get a PaySimple token
//and the number entered doesn't have the same last 4 digits and exp date, then assume it's not the same card and clear out the X-Charge token.
if (_creditCardCur != null && //using a saved CC
!string.IsNullOrEmpty(_creditCardCur.XChargeToken) && //there is an X-Charge token saved
(cardNumber.Right(4) != _creditCardCur.CCNumberMasked.Right(4) || //the card number entered doesn't have the same last 4 digits
expYear != _creditCardCur.CCExpiration.Year || //the card exp date entered doesn't have the same year
expMonth != _creditCardCur.CCExpiration.Month)) //the card exp date entered doesn't have the same month
{
if (MsgBox.Show(this, MsgBoxButtons.YesNo, "The card number or expiration date entered does not match the X-Charge card on file. Do you wish "
+ "to replace the X-Charge card with this one?"))
{
_creditCardCur.XChargeToken = "";
}
else
{
Cursor = Cursors.Default;
return(null);
}
}
//if the user has chosen to store CC tokens and the stored CC has a token and the token is not expired,
//then use it instead of the CC number and CC expiration.
if (!checkOneTimePayment.Checked &&
_creditCardCur != null && //if the user selected a saved CC
!string.IsNullOrWhiteSpace(_creditCardCur.PaySimpleToken)) //there is a stored token for this card
{
cardNumber = _creditCardCur.PaySimpleToken;
expYear = _creditCardCur.CCExpiration.Year;
expMonth = _creditCardCur.CCExpiration.Month;
}
else if (PIn.Bool(ProgramProperties.GetPropVal(_progCur.ProgramNum, PaySimple.PropertyDescs.PaySimplePreventSavingNewCC, _clinicNum)))
{
MsgBox.Show(this, "Cannot add a new credit card.");
return(null);
}
try {
switch (_trantype)
{
case PaySimple.TransType.SALE:
//If _patCur is null or the PatNum is 0, we will make a one time payment for an UNKNOWN patient.
//This is currently only intended for prepaid insurance cards.
retVal = PaySimple.MakePayment((_patCur == null ? 0 : _patCur.PatNum), _creditCardCur, PIn.Decimal(textAmount.Text), textCardNumber.Text
, new DateTime(expYear, expMonth, 1), checkOneTimePayment.Checked, textZipCode.Text, textSecurityCode.Text, _clinicNum, _carrierName);
break;
case PaySimple.TransType.AUTH:
//Will retreive a new customer id from PaySimple if the patient doesn't exist already.
long paySimpleCustomerId = PaySimple.GetCustomerIdForPat(_patCur.PatNum, _patCur.FName, _patCur.LName, _clinicNum);
//I have no idea if an insurance can make an auth payment but incase they can I check for it.
if (paySimpleCustomerId == 0) //Insurance payment, make a new customer id every time per Nathan on 04/26/2018
{
if ((_patCur == null || _patCur.PatNum == 0))
{
paySimpleCustomerId = PaySimple.AddCustomer("UNKNOWN", "UNKNOWN", "", _clinicNum);
}
else
{
throw new ODException(Lan.g(this, "Invalid PaySimple Customer Id found."));
}
}
try {
retVal = PaySimple.AddCreditCard(paySimpleCustomerId, textCardNumber.Text, new DateTime(expYear, expMonth, 1), textZipCode.Text, _clinicNum);
}
catch (PaySimpleException ex) {
PaySimple.HandlePaySimpleException(ex, paySimpleCustomerId);
}
break;
case PaySimple.TransType.RETURN:
if (string.IsNullOrWhiteSpace(textRefNumber.Text))
{
throw new ODException(Lan.g(this, "Invalid PaySimple Payment ID."));
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "You are about to return a payment. This action is irreversible. Continue?"))
{
throw new ODException(Lan.g(this, "Payment return was cancelled by user."));
}
retVal = PaySimple.ReversePayment(textRefNumber.Text, _clinicNum);
break;
case PaySimple.TransType.VOID:
if (string.IsNullOrWhiteSpace(textRefNumber.Text))
{
throw new ODException(Lan.g(this, "Invalid PaySimple Payment ID."));
}
if (!MsgBox.Show(this, MsgBoxButtons.OKCancel, "You are about to void a payment. This action is irreversible. Continue?"))
{
throw new ODException(Lan.g(this, "Payment void was cancelled by user."));
}
retVal = PaySimple.VoidPayment(textRefNumber.Text, _clinicNum);
break;
default:
throw new Exception("Invalid transmission type: " + _trantype.ToString());
}
}
catch (PaySimpleException ex) {
MessageBox.Show(ex.Message);
if (ex.ErrorType == PaySimpleError.CustomerDoesNotExist && MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Delete the link to the customer id for this patient?"))
{
PatientLinks.DeletePatNumTos(ex.CustomerId, PatientLinkType.PaySimple);
}
return(null);
}
catch (ODException wex) {
MessageBox.Show(wex.Message); //This should have already been Lans.g if applicable.
return(null);
}
catch (Exception ex) {
MessageBox.Show(Lan.g(this, "Error:") + " " + ex.Message);
return(null);
}
if (_trantype.In(PaySimple.TransType.SALE, PaySimple.TransType.RETURN, PaySimple.TransType.VOID)) //Only print a receipt if transaction is an approved SALE, RETURN, or VOID
//The isSwiped boolean could be incorrectly set if the user swipes a card and then changes the data that was entered to a different card.
{
retVal.BuildReceiptString(cardNumber, expMonth, expYear, textNameOnCard.Text, _clinicNum, _parser != null);
PrintReceipt(retVal.TransactionReceipt);
}
if (checkOneTimePayment.Checked) //not storing the card token
{
return(retVal);
}
UpsertCreditCard(retVal, textCardNumber.Text.Right(4).PadLeft(textCardNumber.Text.Length, 'X'), CreditCardSource.PaySimple,
new DateTime(expYear, expMonth, DateTime.DaysInMonth(expYear, expMonth)));
return(retVal);
}
///<summary>Fills grid based on values in _listEtrans.
///Set isRefreshNeeded to true when we need to reinitialize local dictionarys after in memory list is also updated. Required true for first time running.
///Also allows you to passed in predetermined filter options.</summary>
private void FillGrid(bool isRefreshNeeded, List <string> listSelectedStatuses, List <long> listSelectedClinicNums,
string carrierName, string checkTraceNum, string amountMin, string amountMax, string controlId)
{
Cursor = Cursors.WaitCursor;
labelControlId.Visible = PrefC.GetBool(PrefName.EraShowControlIdFilter);
textControlId.Visible = PrefC.GetBool(PrefName.EraShowControlIdFilter);
Action actionCloseProgress = null;
if (isRefreshNeeded)
{
actionCloseProgress = ODProgress.Show(ODEventType.Etrans, typeof(EtransEvent), Lan.g(this, "Gathering data") + "...");
_dictEtrans835s.Clear();
_dictEtransClaims.Clear();
List <Etrans835Attach> listAttached = Etrans835Attaches.GetForEtrans(_listAllEtrans.Select(x => x.EtransNum).ToArray());
Dictionary <long, string> dictEtransMessages = new Dictionary <long, string>();
List <X12ClaimMatch> list835ClaimMatches = new List <X12ClaimMatch>();
Dictionary <long, int> dictClaimMatchCount = new Dictionary <long, int>(); //1:1 with _listEtranss. Stores how many claim matches each 835 has.
int batchQueryInterval = 500; //Every 500 rows we get the next 500 message texts to save memory.
int rowCur = 0;
foreach (Etrans etrans in _listAllEtrans)
{
if (rowCur % batchQueryInterval == 0)
{
int range = Math.Min(batchQueryInterval, _listAllEtrans.Count - rowCur); //Either the full batchQueryInterval amount or the remaining amount of etrans.
dictEtransMessages = EtransMessageTexts.GetMessageTexts(_listAllEtrans.GetRange(rowCur, range).Select(x => x.EtransMessageTextNum).ToList(), false);
}
rowCur++;
EtransEvent.Fire(ODEventType.Etrans, Lan.g(this, "Processing 835: ") + ": " + rowCur + " out of " + _listAllEtrans.Count);
List <Etrans835Attach> listAttachedTo835 = listAttached.FindAll(x => x.EtransNum == etrans.EtransNum);
X835 x835 = new X835(etrans, dictEtransMessages[etrans.EtransMessageTextNum], etrans.TranSetId835, listAttachedTo835, true);
_dictEtrans835s.Add(etrans.EtransNum, x835);
List <X12ClaimMatch> listClaimMatches = x835.GetClaimMatches();
dictClaimMatchCount.Add(etrans.EtransNum, listClaimMatches.Count);
list835ClaimMatches.AddRange(listClaimMatches);
}
#region Set 835 unattached in batch and build _dictEtransClaims and _dictClaimPayCheckNums.
EtransEvent.Fire(ODEventType.Etrans, Lan.g(this, "Gathering internal claim matches."));
List <long> listClaimNums = Claims.GetClaimFromX12(list835ClaimMatches); //Can return null.
EtransEvent.Fire(ODEventType.Etrans, Lan.g(this, "Building data sets."));
int claimIndexCur = 0;
List <long> listMatchedClaimNums = new List <long>();
foreach (Etrans etrans in _listAllEtrans)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
if (listClaimNums != null)
{
x835.SetClaimNumsForUnattached(listClaimNums.GetRange(claimIndexCur, dictClaimMatchCount[etrans.EtransNum]));
}
claimIndexCur += dictClaimMatchCount[etrans.EtransNum];
listMatchedClaimNums.AddRange(x835.ListClaimsPaid.FindAll(x => x.ClaimNum != 0).Select(x => x.ClaimNum).ToList());
}
List <Claim> listClaims = Claims.GetClaimsFromClaimNums(listMatchedClaimNums.Distinct().ToList());
//The following line includes manually detached and split attaches.
_listAllAttaches = Etrans835Attaches.GetForEtransNumOrClaimNums(false, _listAllEtrans.Select(x => x.EtransNum).ToList(), listMatchedClaimNums.ToArray());
_listAllClaimProcs = ClaimProcs.RefreshForClaims(listMatchedClaimNums);
foreach (Etrans etrans in _listAllEtrans)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
#region _dictEtransClaims, _dictClaimPayCheckNums
_dictEtransClaims.Add(etrans.EtransNum, new List <Claim>());
List <long> listSubClaimNums = x835.ListClaimsPaid.FindAll(x => x.ClaimNum != 0).Select(y => y.ClaimNum).ToList();
List <Claim> listClaimsFor835 = listClaims.FindAll(x => listSubClaimNums.Contains(x.ClaimNum));
foreach (Hx835_Claim claim in x835.ListClaimsPaid)
{
Claim claimCur = listClaimsFor835.FirstOrDefault(x => x.ClaimNum == claim.ClaimNum); //Can be null.
_dictEtransClaims[etrans.EtransNum].Add(claimCur);
}
#endregion
}
EtransEvent.Fire(ODEventType.Etrans, Lan.g(this, "Filling Grid."));
#endregion
}
gridMain.BeginUpdate();
#region Initilize columns
gridMain.ListGridColumns.Clear();
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Patient Name"), 250));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Carrier Name"), 190));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Status"), 80));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Date"), 80, GridSortingStrategy.DateParse));
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Amount"), 80, GridSortingStrategy.AmountParse));
if (PrefC.HasClinicsEnabled)
{
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Clinic"), 70));
}
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Code"), 37, HorizontalAlignment.Center));
if (PrefC.GetBool(PrefName.EraShowControlIdFilter))
{
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "ControlID"), -1));
}
gridMain.ListGridColumns.Add(new GridColumn(Lan.g("TableEtrans835s", "Note"), -2));
#endregion
gridMain.ListGridRows.Clear();
foreach (Etrans etrans in _listAllEtrans)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
#region Filter: Carrier Name
if (carrierName != "" && !x835.PayerName.ToLower().Contains(carrierName.ToLower().Trim()))
{
continue;
}
#endregion
string status = GetStringStatus(etrans.EtransNum);
#region Filter: Status
if (!listSelectedStatuses.Contains(status.Replace("*", ""))) //The filter will ignore finalized with detached claims.
{
continue;
}
#endregion
//List of ClinicNums for the current etrans.ListClaimsPaid from the DB.
List <long> listClinicNums = _dictEtransClaims[etrans.EtransNum].Select(x => x == null? 0 :x.ClinicNum).Distinct().ToList();
#region Filter: Clinics
if (PrefC.HasClinicsEnabled && !listClinicNums.Exists(x => listSelectedClinicNums.Contains(x)))
{
continue; //The ClinicNums associated to the 835 do not match any of the selected ClinicNums, so nothing to show in this 835.
}
#endregion
#region Filter: Check and Trace Value
if (checkTraceNum != "" && !x835.TransRefNum.ToLower().Contains(checkTraceNum.ToLower().Trim())) //Trace Number does not match
{
continue;
}
#endregion
#region Filter: Insurance Check Range Min and Max
if (amountMin != "" && x835.InsPaid < PIn.Decimal(amountMin) || amountMax != "" && x835.InsPaid > PIn.Decimal(amountMax))
{
continue; //Either the InsPaid is below or above our range.
}
#endregion
#region Filter: ControlID
if (controlId != "" && !x835.ControlId.ToLower().Contains(controlId.ToLower()))
{
continue;
}
#endregion
GridRow row = new GridRow();
#region Column: Patient Name
List <string> listPatNames = x835.ListClaimsPaid.Select(x => x.PatientName.ToString()).Distinct().ToList();
string patName = (listPatNames.Count > 0 ? listPatNames[0] : "");
if (listPatNames.Count > 1)
{
patName = "(" + POut.Long(listPatNames.Count) + ")";
}
row.Cells.Add(patName);
#endregion
row.Cells.Add(x835.PayerName);
row.Cells.Add(status); //See GetStringStatus(...) for possible values.
row.Cells.Add(POut.Date(etrans.DateTimeTrans));
row.Cells.Add(POut.Decimal(x835.InsPaid));
#region Column: Clinic
if (PrefC.HasClinicsEnabled)
{
string clinicAbbr = "";
if (listClinicNums.Count == 1)
{
if (listClinicNums[0] == 0)
{
clinicAbbr = Lan.g(this, "Unassigned");
}
else
{
clinicAbbr = Clinics.GetAbbr(listClinicNums[0]);
}
}
else if (listClinicNums.Count > 1)
{
clinicAbbr = "(" + Lan.g(this, "Multiple") + ")";
}
row.Cells.Add(clinicAbbr);
}
#endregion
row.Cells.Add(x835._paymentMethodCode);
if (PrefC.GetBool(PrefName.EraShowControlIdFilter))
{
row.Cells.Add(x835.ControlId);
}
row.Cells.Add(etrans.Note);
row.Tag = etrans;
gridMain.ListGridRows.Add(row);
}
gridMain.EndUpdate();
actionCloseProgress?.Invoke(); //When this function executes quickly this can fail rarely, fail silently because of WaitCursor.
Cursor = Cursors.Default;
}
private void CreateIndividual(ReportSimpleGrid report)
{
//added Procnum to retrieve all codes
report.Query = "SELECT procedurelog.ProcDate,"
+ DbHelper.Concat("patient.LName", "', '", "patient.FName", "' '", "patient.MiddleI") + " "
+ "AS plfname, procedurecode.ProcCode,"
+ "procedurelog.ToothNum,procedurecode.Descript,provider.Abbr,"
+ "procedurelog.ClinicNum,"
+ "procedurelog.ProcFee-IFNULL(SUM(claimproc.WriteOff),0) "; //\"$fee\" " //if no writeoff, then subtract 0
if (DataConnection.DBtype == DatabaseType.MySql)
{
report.Query += "$fee ";
}
else //Oracle needs quotes.
{
report.Query += "\"$fee\" ";
}
report.Query += "FROM patient,procedurecode,provider,procedurelog "
+ "LEFT JOIN claimproc ON procedurelog.ProcNum=claimproc.ProcNum "
+ "AND claimproc.Status='7' " //only CapComplete writeoffs are subtracted here.
+ "WHERE procedurelog.ProcStatus = '2' "
+ "AND patient.PatNum=procedurelog.PatNum "
+ "AND procedurelog.CodeNum=procedurecode.CodeNum "
+ "AND provider.ProvNum=procedurelog.ProvNum "
+ whereProv
+ whereClin
+ "AND procedurecode.ProcCode LIKE '%" + POut.String(textCode.Text) + "%' "
+ "AND " + DbHelper.DateColumn("procedurelog.ProcDate") + " >= " + POut.Date(date1.SelectionStart) + " "
+ "AND " + DbHelper.DateColumn("procedurelog.ProcDate") + " <= " + POut.Date(date2.SelectionStart) + " "
+ "GROUP BY procedurelog.ProcNum "
+ "ORDER BY " + DbHelper.DateColumn("procedurelog.ProcDate") + ",plfname,procedurecode.ProcCode,ToothNum";
FormQuery2 = new FormQuery(report);
FormQuery2.IsReport = true;
DataTable table = report.GetTempTable();
report.TableQ = new DataTable(null);
int colI = 7;
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
colI = 8;
}
for (int i = 0; i < colI; i++) //add columns
{
report.TableQ.Columns.Add(new System.Data.DataColumn()); //blank columns
}
report.InitializeColumns();
DataRow row;
decimal dec = 0;
decimal total = 0;
for (int i = 0; i < table.Rows.Count; i++)
{
row = report.TableQ.NewRow(); //create new row called 'row' based on structure of TableQ
row[0] = PIn.Date(table.Rows[i][0].ToString()).ToShortDateString();
row[1] = table.Rows[i][1].ToString(); //name
row[2] = table.Rows[i][2].ToString(); //adacode
row[3] = Tooth.ToInternat(table.Rows[i][3].ToString()); //tooth
row[4] = table.Rows[i][4].ToString(); //descript
row[5] = table.Rows[i][5].ToString(); //prov
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
row[6] = Clinics.GetDesc(PIn.Long(table.Rows[i][6].ToString())); //clinic
dec = PIn.Decimal(table.Rows[i][7].ToString()); //fee
row[7] = dec.ToString("n");
}
else
{
dec = PIn.Decimal(table.Rows[i][7].ToString()); //fee
row[6] = dec.ToString("n");
}
total += dec;
report.TableQ.Rows.Add(row);
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
report.ColTotal[7] = total;
}
else
{
report.ColTotal[6] = total;
}
FormQuery2.ResetGrid();
report.Title = "Daily Procedures";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
report.SubTitle.Add(date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"));
if (checkAllProv.Checked)
{
report.SubTitle.Add(Lan.g(this, "All Providers"));
}
else
{
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i > 0)
{
provNames += ", ";
}
provNames += ProviderC.ListShort[listProv.SelectedIndices[i]].Abbr;
}
report.SubTitle.Add(provNames);
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (checkAllClin.Checked)
{
report.SubTitle.Add(Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += Clinics.List[listClin.SelectedIndices[i] - 1].Description;
}
}
report.SubTitle.Add(clinNames);
}
}
report.SetColumn(this, 0, "Date", 80);
report.SetColumn(this, 1, "Patient Name", 130);
report.SetColumn(this, 2, "ADA Code", 75);
report.SetColumn(this, 3, "Tooth", 45);
report.SetColumn(this, 4, "Description", 200);
report.SetColumn(this, 5, "Provider", 50);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
report.SetColumn(this, 6, "Clinic", 70);
report.SetColumn(this, 7, "Fee", 90, HorizontalAlignment.Right);
}
else
{
report.SetColumn(this, 6, "Fee", 90, HorizontalAlignment.Right);
}
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
}
private void FillGrid()
{
if (textDaysOldMin.Text.Trim() == "" || PIn.Double(textDaysOldMin.Text) == 0)
{
dateMin = DateTime.MinValue;
}
else
{
dateMin = DateTimeOD.Today.AddDays(-1 * PIn.Int(textDaysOldMin.Text));
}
if (textDaysOldMax.Text.Trim() == "" || PIn.Double(textDaysOldMax.Text) == 0)
{
dateMax = DateTime.MinValue;
}
else
{
dateMax = DateTimeOD.Today.AddDays(-1 * PIn.Int(textDaysOldMax.Text));
}
if (comboBoxMultiProv.SelectedIndices[0].ToString() == "0")
{
isAllProv = true;
}
else
{
isAllProv = false;
provNumList = new List <long>();
for (int i = 0; i < comboBoxMultiProv.SelectedIndices.Count; i++)
{
provNumList.Add((long)ProviderC.ListShort[(int)comboBoxMultiProv.SelectedIndices[i] - 1].ProvNum);
}
}
isPreauth = checkPreauth.Checked;
Table = Claims.GetOutInsClaims(isAllProv, provNumList, dateMin, dateMax, isPreauth);
gridMain.BeginUpdate();
gridMain.Columns.Clear();
ODGridColumn col;
col = new ODGridColumn(Lan.g(this, "Carrier"), 180);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Phone"), 103);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Type"), 60);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Patient Name"), 140);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Date of Service"), 93);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Date Sent"), 70);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "Amount"), 85, HorizontalAlignment.Right);
gridMain.Columns.Add(col);
gridMain.Rows.Clear();
ODGridRow row;
string type;
total = 0;
for (int i = 0; i < Table.Rows.Count; i++)
{
row = new ODGridRow();
row.Cells.Add(Table.Rows[i]["CarrierName"].ToString());
row.Cells.Add(Table.Rows[i]["Phone"].ToString());
type = Table.Rows[i]["ClaimType"].ToString();
switch (type)
{
case "P":
type = "Primary";
break;
case "S":
type = "Secondary";
break;
case "PreAuth":
type = "Preauth";
break;
case "Other":
type = "Other";
break;
case "Cap":
type = "Capitation";
break;
case "Med":
type = "Medical"; //For possible future use.
break;
default:
type = "Error"; //Not allowed to be blank.
break;
}
row.Cells.Add(type);
if (PrefC.GetBool(PrefName.ReportsShowPatNum))
{
row.Cells.Add(Table.Rows[i]["PatNum"].ToString() + "-" + Table.Rows[i]["LName"].ToString() + ", " + Table.Rows[i]["FName"].ToString() + " " + Table.Rows[i]["MiddleI"].ToString());
}
else
{
row.Cells.Add(Table.Rows[i]["LName"].ToString() + ", " + Table.Rows[i]["FName"].ToString() + " " + Table.Rows[i]["MiddleI"].ToString());
}
DateTime dateService = PIn.Date(Table.Rows[i]["DateService"].ToString());
if (dateService.Year < 1880)
{
row.Cells.Add("");
}
else
{
row.Cells.Add(dateService.ToShortDateString());
}
row.Cells.Add(PIn.Date(Table.Rows[i]["DateSent"].ToString()).ToShortDateString());
row.Cells.Add(PIn.Double(Table.Rows[i]["ClaimFee"].ToString()).ToString("c"));
gridMain.Rows.Add(row);
total += PIn.Decimal(Table.Rows[i]["ClaimFee"].ToString());
}
textBox1.Text = total.ToString("c");
gridMain.EndUpdate();
}
private void FillGrid()
{
int numAccepted = 0;
int numRejected = 0;
decimal amountAccepted = 0;
decimal amountRejected = 0;
List <string> claimTrackingNumbers = x277.GetClaimTrackingNumbers();
//bool showInstBillType=false;
bool showServiceDateRange = false;
for (int i = 0; i < claimTrackingNumbers.Count; i++)
{
string[] claimInfo = x277.GetClaimInfo(claimTrackingNumbers[i]);
//if(claimInfo[5]!="") { //institutional type of bill
// showInstBillType=true;
//}
if (claimInfo[7] != "") //service date end
{
showServiceDateRange = true;
}
}
gridMain.BeginUpdate();
gridMain.Columns.Clear();
ODGridColumn col;
int variableWidth = this.Width - 2 * gridMain.Left - 10;
if (showServiceDateRange)
{
const int serviceDateFromWidth = 86;
col = new ODGridColumn(Lan.g(this, "ServDateFrom"), serviceDateFromWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
variableWidth -= serviceDateFromWidth;
const int serviceDateToWidth = 80;
col = new ODGridColumn(Lan.g(this, "ServDateTo"), serviceDateToWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
variableWidth -= serviceDateToWidth;
}
else
{
const int serviceDateWidth = 80;
col = new ODGridColumn(Lan.g(this, "ServiceDate"), serviceDateWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
variableWidth -= serviceDateWidth;
}
const int amountWidth = 80;
col = new ODGridColumn(Lan.g(this, "Amount"), amountWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
variableWidth -= amountWidth;
const int statusWidth = 54;
col = new ODGridColumn(Lan.g(this, "Status"), statusWidth, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
variableWidth -= statusWidth;
const int lnameWidth = 150;
const int fnameWidth = 100;
const int claimIdWidth = 100;
const int payorControlNumWidth = 126;
variableWidth += -lnameWidth - fnameWidth - claimIdWidth - payorControlNumWidth;
col = new ODGridColumn(Lan.g(this, "Reason"), variableWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "LName"), lnameWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "FName"), fnameWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "ClaimIdentifier"), claimIdWidth);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g(this, "PayorControlNum"), payorControlNumWidth);
gridMain.Columns.Add(col);
gridMain.Rows.Clear();
for (int i = 0; i < claimTrackingNumbers.Count; i++)
{
string[] claimInfo = x277.GetClaimInfo(claimTrackingNumbers[i]);
ODGridRow row = new ODGridRow();
row.Cells.Add(new ODGridCell(claimInfo[6])); //service date start
if (showServiceDateRange)
{
row.Cells.Add(new ODGridCell(claimInfo[7])); //service date end
}
string claimStatus = "";
decimal claimAmount = PIn.Decimal(claimInfo[9]);
if (claimInfo[3] == "A")
{
claimStatus = "Accepted";
numAccepted++;
amountAccepted += claimAmount;
}
else if (claimInfo[3] == "R")
{
claimStatus = "Rejected";
numRejected++;
amountRejected += claimAmount;
}
row.Cells.Add(new ODGridCell(claimAmount.ToString("F"))); //amount
row.Cells.Add(new ODGridCell(claimStatus)); //status
row.Cells.Add(new ODGridCell(claimInfo[8])); //reason
row.Cells.Add(new ODGridCell(claimInfo[0])); //lname
row.Cells.Add(new ODGridCell(claimInfo[1])); //fname
row.Cells.Add(new ODGridCell(claimTrackingNumbers[i])); //claim identifier
row.Cells.Add(new ODGridCell(claimInfo[4])); //payor control number
gridMain.Rows.Add(row);
}
gridMain.EndUpdate();
textQuantityAccepted.Text = numAccepted.ToString();
textQuantityRejected.Text = numRejected.ToString();
textAmountAccepted.Text = amountAccepted.ToString("F");
textAmountRejected.Text = amountRejected.ToString("F");
}
///<summary>Processes a PayConnect payment via a credit card terminal.</summary>
private bool ProcessPaymentTerminal()
{
PosRequest posRequest = null;
try {
if (radioSale.Checked)
{
posRequest = PosRequest.CreateSale(PIn.Decimal(textAmount.Text));
}
else if (radioAuthorization.Checked)
{
posRequest = PosRequest.CreateAuth(PIn.Decimal(textAmount.Text));
}
else if (radioVoid.Checked)
{
posRequest = PosRequest.CreateVoidByReference(textRefNumber.Text);
}
else if (radioReturn.Checked)
{
if (textRefNumber.Text == "")
{
posRequest = PosRequest.CreateRefund(PIn.Decimal(textAmount.Text));
}
else
{
posRequest = PosRequest.CreateRefund(PIn.Decimal(textAmount.Text), textRefNumber.Text);
}
}
else //Shouldn't happen
{
MsgBox.Show(this, "Please select a transaction type");
return(false);
}
posRequest.ForceDuplicate = checkForceDuplicate.Checked;
}
catch (Exception ex) {
MessageBox.Show(Lan.g(this, "Error creating request:") + " " + ex.Message);
return(false);
}
bool result = true;
ODProgress.ShowAction(() => {
_posResponse = DpsPos.ProcessCreditCard(posRequest);
},
startingMessage: Lan.g(this, "Processing payment on terminal"),
actionException: ex => {
this.Invoke(() => {
MessageBox.Show(Lan.g(this, "Error processing card:") + " " + ex.Message);
result = false;
});
});
if (!result)
{
return(false);
}
if (_posResponse == null)
{
MessageBox.Show(Lan.g(this, "Error processing card"));
return(false);
}
if (_posResponse.ResponseCode != "0") //"0" indicates success. May need to check the AuthCode field too to determine if this was a success.
{
MessageBox.Show(Lan.g(this, "Error message from Pay Connect:") + "\r\n" + _posResponse.ResponseDescription);
return(false);
}
PayConnectService.signatureResponse sigResponse = null;
try {
Cursor = Cursors.WaitCursor;
sigResponse = SendSignature(_posResponse.ReferenceNumber.ToString());
Cursor = Cursors.Default;
}
catch (Exception ex) {
Cursor = Cursors.Default;
MessageBox.Show(Lan.g(this, "Card successfully charged. Error processing signature:") + " " + ex.Message);
}
textCardNumber.Text = _posResponse.CardNumber;
textAmount.Text = _posResponse.Amount.ToString("f");
_receiptStr = PayConnectTerminal.BuildReceiptString(posRequest, _posResponse, sigResponse, _clinicNum);
PrintReceipt(_receiptStr);
return(true);
}
///<summary>Processes a PayConnect payment via the PayConnect web service.</summary>
private bool ProcessPaymentWebService(int expYear, int expMonth)
{
string refNumber = "";
if (_trantype == PayConnectService.transType.VOID || _trantype == PayConnectService.transType.RETURN)
{
refNumber = textRefNumber.Text;
}
string magData = null;
if (_parser != null)
{
magData = _parser.Track2;
}
string cardNumber = textCardNumber.Text;
//if using a stored CC and there is an X-Charge token saved for the CC and the user enters the whole card number to get a PayConnect token
//and the number entered doesn't have the same last 4 digits and exp date, then assume it's not the same card and clear out the X-Charge token.
if (_creditCardCur != null && //using a saved CC
!string.IsNullOrEmpty(_creditCardCur.XChargeToken) && //there is an X-Charge token saved
(cardNumber.Right(4) != _creditCardCur.CCNumberMasked.Right(4) || //the card number entered doesn't have the same last 4 digits
expYear != _creditCardCur.CCExpiration.Year || //the card exp date entered doesn't have the same year
expMonth != _creditCardCur.CCExpiration.Month)) //the card exp date entered doesn't have the same month
{
if (MsgBox.Show(this, MsgBoxButtons.YesNo, "The card number or expiration date entered does not match the X-Charge card on file. Do you wish "
+ "to replace the X-Charge card with this one?"))
{
_creditCardCur.XChargeToken = "";
}
else
{
Cursor = Cursors.Default;
return(false);
}
}
//if the user has chosen to store CC tokens and the stored CC has a token and the token is not expired,
//then use it instead of the CC number and CC expiration.
if (checkSaveToken.Checked &&
_creditCardCur != null && //if the user selected a saved CC
_creditCardCur.PayConnectToken != "" && //there is a stored token for this card
_creditCardCur.PayConnectTokenExp.Date >= DateTime.Today.Date) //the token is not expired
{
cardNumber = _creditCardCur.PayConnectToken;
expYear = _creditCardCur.PayConnectTokenExp.Year;
expMonth = _creditCardCur.PayConnectTokenExp.Month;
}
else if (PIn.Bool(ProgramProperties.GetPropVal(_progCur.ProgramNum, PayConnect.ProgramProperties.PayConnectPreventSavingNewCC, _clinicNum)))
{
MsgBox.Show(this, "Cannot add a new credit card.");
return(false);
}
string authCode = "";
if (_trantype == PayConnectService.transType.FORCE)
{
authCode = textRefNumber.Text;
}
_request = PayConnect.BuildSaleRequest(PIn.Decimal(textAmount.Text), cardNumber, expYear,
expMonth, textNameOnCard.Text, textSecurityCode.Text, textZipCode.Text, magData, _trantype, refNumber, checkSaveToken.Checked, authCode, checkForceDuplicate.Checked);
_response = PayConnect.ProcessCreditCard(_request, _clinicNum, x => MessageBox.Show(x));
if (_response == null || _response.Status.code != 0) //error in transaction
{
return(false);
}
PayConnectService.signatureResponse sigResponse = SendSignature(_response.RefNumber);
if ((_trantype.In(PayConnectService.transType.SALE, PayConnectService.transType.RETURN, PayConnectService.transType.VOID)) &&
_response.Status.code == 0) //Only print a receipt if transaction is an approved SALE, RETURN, or VOID
{
_receiptStr = PayConnect.BuildReceiptString(_request, _response, sigResponse, _clinicNum);
PrintReceipt(_receiptStr);
}
if (!PrefC.GetBool(PrefName.StoreCCnumbers) && !checkSaveToken.Checked) //not storing the card number or the token
{
return(true);
}
//response must be non-null and the status code must be 0=Approved
//also, the user must have the pref StoreCCnumbers enabled or they have the checkSaveTokens checked
if (_creditCardCur == null) //user selected Add new card from the payment window, save it or its token depending on settings
{
_creditCardCur = new CreditCard();
_creditCardCur.IsNew = true;
_creditCardCur.PatNum = _patCur.PatNum;
List <CreditCard> itemOrderCount = CreditCards.Refresh(_patCur.PatNum);
_creditCardCur.ItemOrder = itemOrderCount.Count;
}
_creditCardCur.CCExpiration = new DateTime(expYear, expMonth, DateTime.DaysInMonth(expYear, expMonth));
if (PrefC.GetBool(PrefName.StoreCCnumbers))
{
_creditCardCur.CCNumberMasked = textCardNumber.Text;
}
else
{
_creditCardCur.CCNumberMasked = textCardNumber.Text.Right(4).PadLeft(textCardNumber.Text.Length, 'X');
}
_creditCardCur.Zip = textZipCode.Text;
_creditCardCur.PayConnectToken = "";
_creditCardCur.PayConnectTokenExp = DateTime.MinValue;
//Store the token and the masked CC number (only last four digits).
if (checkSaveToken.Checked && _response.PaymentToken != null)
{
_creditCardCur.PayConnectToken = _response.PaymentToken.TokenId;
_creditCardCur.PayConnectTokenExp = new DateTime(_response.PaymentToken.Expiration.year, _response.PaymentToken.Expiration.month,
DateTime.DaysInMonth(_response.PaymentToken.Expiration.year, _response.PaymentToken.Expiration.month));
}
_creditCardCur.CCSource = CreditCardSource.PayConnect;
if (_creditCardCur.IsNew)
{
_creditCardCur.ClinicNum = _clinicNum;
_creditCardCur.Procedures = PrefC.GetString(PrefName.DefaultCCProcs);
CreditCards.Insert(_creditCardCur);
}
else
{
if (_creditCardCur.CCSource == CreditCardSource.XServer) //This card has also been added for XCharge.
{
_creditCardCur.CCSource = CreditCardSource.XServerPayConnect;
}
CreditCards.Update(_creditCardCur);
}
return(true);
}
private void butOK_Click(object sender, System.EventArgs e)
{
ReportSimpleGrid report = new ReportSimpleGrid();
report.Query = "SELECT claim.dateservice,claim.claimnum,claim.claimtype,claim.claimstatus,"
+ "CONCAT(CONCAT(CONCAT(CONCAT(patient.LName,', '),patient.FName),' '),patient.MiddleI),carrier.CarrierName,claim.claimfee "
+ "FROM patient,claim,insplan,carrier "
+ "WHERE patient.patnum=claim.patnum AND insplan.plannum=claim.plannum "
+ "AND insplan.CarrierNum=carrier.CarrierNum "
+ "AND (claim.claimstatus = 'U' OR claim.claimstatus = 'H' OR claim.claimstatus = 'W')";
if (radioRange.Checked == true)
{
report.Query
+= " AND claim.dateservice >= '" + date1.SelectionStart.ToString("yyyy-MM-dd") + "' "
+ "AND claim.dateservice <= '" + date2.SelectionStart.ToString("yyyy-MM-dd") + "'";
}
else
{
report.Query
+= " AND claim.dateservice = '" + date1.SelectionStart.ToString("yyyy-MM-dd") + "'";
}
FormQuery2 = new FormQuery(report);
FormQuery2.IsReport = true;
DataTable tempT = report.GetTempTable();
report.TableQ = new DataTable(null); //new table no name
for (int i = 0; i < 6; i++) //add columns
{
report.TableQ.Columns.Add(new System.Data.DataColumn()); //blank columns
}
report.InitializeColumns();
for (int i = 0; i < tempT.Rows.Count; i++) //loop through data rows
{
DataRow row = report.TableQ.NewRow(); //create new row called 'row' based on structure of TableQ
row[0] = (PIn.Date(tempT.Rows[i][0].ToString())).ToShortDateString(); //claim dateservice
if (PIn.String(tempT.Rows[i][2].ToString()) == "P")
{
row[1] = "Primary";
}
if (PIn.String(tempT.Rows[i][2].ToString()) == "S")
{
row[1] = "Secondary";
}
if (PIn.String(tempT.Rows[i][2].ToString()) == "PreAuth")
{
row[1] = "PreAuth";
}
if (PIn.String(tempT.Rows[i][2].ToString()) == "Other")
{
row[1] = "Other";
}
if (tempT.Rows[i][3].ToString().Equals("H"))
{
row[2] = "Holding"; //Claim Status
}
else if (tempT.Rows[i][3].ToString().Equals("W"))
{
row[2] = "WaitQ"; //Claim Status, added SPK 7/15/04
}
else
{
row[2] = "Unsent"; //Claim Status
}
row[3] = tempT.Rows[i][4]; //Patient name
row[4] = tempT.Rows[i][5]; //Ins Carrier
row[5] = PIn.Double(tempT.Rows[i][6].ToString()).ToString("F"); //claim fee
report.ColTotal[5] += PIn.Decimal(tempT.Rows[i][6].ToString());
report.TableQ.Rows.Add(row);
}
FormQuery2.ResetGrid(); //this is a method in FormQuery2;
report.Title = "Claims Not Sent";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
if (radioRange.Checked == true)
{
report.SubTitle.Add(date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"));
}
else
{
report.SubTitle.Add(date1.SelectionStart.ToString("d"));
}
report.ColPos[0] = 20;
report.ColPos[1] = 145;
report.ColPos[2] = 270;
report.ColPos[3] = 395;
report.ColPos[4] = 520;
report.ColPos[5] = 645;
report.ColPos[6] = 770;
report.ColCaption[0] = "Date";
report.ColCaption[1] = "Type";
report.ColCaption[2] = "Claim Status";
report.ColCaption[3] = "Patient Name";
report.ColCaption[4] = "Insurance Carrier";
report.ColCaption[5] = "Amount";
report.ColAlign[5] = HorizontalAlignment.Right;
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
}
private void butOK_Click(object sender, EventArgs e)
{
Amount = PIn.Decimal(textAmount.Text);
DialogResult = DialogResult.OK;
}
///<summary>Processes a PaySimple ACH payment via the PaySimple API.</summary>
private PaySimple.ApiResponse ProcessPaymentACH()
{
PaySimple.ApiResponse retVal = null;
string accountNumber = textCheckSaveNumber.Text;
//if the user has chosen to store CC tokens and the stored CC has a token and the token is not expired,
//then use it instead of the CC number and CC expiration.
if (!checkOneTimePaymentACH.Checked &&
_creditCardCur != null && //if the user selected a saved CC
!string.IsNullOrWhiteSpace(_creditCardCur.PaySimpleToken) && //there is a stored token for this card
_creditCardCur.CCSource == CreditCardSource.PaySimpleACH)
{
accountNumber = _creditCardCur.PaySimpleToken;
}
else if (PIn.Bool(ProgramProperties.GetPropVal(_progCur.ProgramNum, PaySimple.PropertyDescs.PaySimplePreventSavingNewCC, _clinicNum)))
{
MsgBox.Show(this, "Cannot add a new ACH payment.");
return(null);
}
try {
if (_isAddingCard)
{
retVal = PaySimple.AddACHAccount(_patCur, textRoutingNumber.Text, textCheckSaveNumber.Text, textBankName.Text, radioCheckings.Checked, _clinicNum);
}
else
{
retVal = PaySimple.MakePaymentACH(_patCur, _creditCardCur, PIn.Decimal(textAmountACH.Text), textRoutingNumber.Text, textCheckSaveNumber.Text,
textBankName.Text, radioCheckings.Checked, checkOneTimePaymentACH.Checked, _clinicNum);
try {
string result = WebServiceMainHQProxy.GetWebServiceMainHQInstance()
.InsertPaySimpleACHId(PayloadHelper.CreatePayload(
PayloadHelper.CreatePayloadContent(retVal.RefNumber.ToString(), "PaymentId"), eServiceCode.PaySimple));
PayloadHelper.CheckForError(result);
}
catch (Exception ex) {
FriendlyException.Show("Unable to register for ACH Settled event", ex);
}
}
}
catch (PaySimpleException ex) {
MessageBox.Show(ex.Message);
if (ex.ErrorType == PaySimpleError.CustomerDoesNotExist && MsgBox.Show(this, MsgBoxButtons.OKCancel,
"Delete the link to the customer id for this patient?"))
{
PatientLinks.DeletePatNumTos(ex.CustomerId, PatientLinkType.PaySimple);
}
return(null);
}
catch (ODException ex) {
MessageBox.Show(ex.Message); //This should have already been Lans.g if applicable.
return(null);
}
catch (Exception ex) {
FriendlyException.Show(Lan.g(this, "Error:") + " " + ex.Message, ex);
return(null);
}
if (!_isAddingCard)
{
retVal.BuildReceiptString(accountNumber, -1, -1, _patCur?.GetNameFL(), _clinicNum, wasSwiped: false, isACH: true);
PrintReceipt(retVal.TransactionReceipt);
}
if (checkOneTimePaymentACH.Checked) //not storing the account token
{
return(retVal);
}
UpsertCreditCard(retVal, textCheckSaveNumber.Text.Right(4).PadLeft(textCheckSaveNumber.Text.Length, '*'), CreditCardSource.PaySimpleACH,
DateTime.MinValue);
return(retVal);
}
///<summary>Fills charge grid, and then split grid.</summary>
private void FillGridCharges()
{
//Fill right-hand grid with all the charges, filtered based on checkbox and filters.
List <int> listExpandedRows = new List <int>();
for (int i = 0; i < gridCharges.ListGridRows.Count; i++)
{
if (gridCharges.ListGridRows[i].State.DropDownState == ODGridDropDownState.Down)
{
listExpandedRows.Add(i); //Keep track of expanded rows
}
}
gridCharges.BeginUpdate();
gridCharges.ListGridColumns.Clear();
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Prov"), 100));
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Patient"), 100));
if (PrefC.HasClinicsEnabled)
{
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Clinic"), 60));
}
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Codes"), -200)); //negative so it will dynamically grow when no clinic column is present
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Amt Orig"), 61, HorizontalAlignment.Right, GridSortingStrategy.AmountParse));
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Amt Start"), 61, HorizontalAlignment.Right, GridSortingStrategy.AmountParse));
gridCharges.ListGridColumns.Add(new GridColumn(Lan.g(this, "Amt End"), 61, HorizontalAlignment.Right, GridSortingStrategy.AmountParse));
gridCharges.ListGridRows.Clear();
decimal chargeTotal = 0;
//Item1=ProvNum,Item2=ClinicNum,Item3=PatNum
List <Tuple <long, long, long> > listAddedProvNums = new List <Tuple <long, long, long> >(); //this needs to be prov/clinic/patnum
List <Tuple <long, long, long> > listAddedParents = new List <Tuple <long, long, long> >(); //prov/clinic/pat
foreach (AccountEntry entryCharge in _results.ListAccountCharges)
{
if (Math.Round(entryCharge.AmountStart, 3) == 0)
{
continue;
}
if (listAddedProvNums.Any(x => x.Item1 == entryCharge.ProvNum && x.Item2 == entryCharge.ClinicNum && x.Item3 == entryCharge.PatNum))
{
continue;
}
listAddedProvNums.Add(Tuple.Create(entryCharge.ProvNum, entryCharge.ClinicNum, entryCharge.PatNum));
List <AccountEntry> listEntriesForProvAndClinicAndPatient = _results.ListAccountCharges
.FindAll(x => x.ProvNum == entryCharge.ProvNum && x.ClinicNum == entryCharge.ClinicNum && x.PatNum == entryCharge.PatNum);
List <GridRow> listRows = CreateChargeRows(listEntriesForProvAndClinicAndPatient, listExpandedRows);
foreach (GridRow row in listRows)
{
AccountEntry accountEntry = (AccountEntry)row.Tag;
if (accountEntry.Tag == null) //Parent row
{
chargeTotal += PIn.Decimal(row.Cells[row.Cells.Count - 1].Text);
listAddedParents.Add(Tuple.Create(accountEntry.ProvNum, accountEntry.ClinicNum, accountEntry.PatNum));
}
else if (!listAddedParents.Exists(x => x.Item1 == accountEntry.ProvNum && x.Item2 == accountEntry.ClinicNum && x.Item3 == accountEntry.PatNum)) //In case a parent AND child are selected, don't add child amounts if parent was added already
{
chargeTotal += accountEntry.AmountEnd;
}
gridCharges.ListGridRows.Add(row);
}
}
gridCharges.EndUpdate();
textChargeTotal.Text = chargeTotal.ToString("f");
}
///<summary>Set all fields of this control. This is an alternative to constructing an entirely new instance.
///All uses of this control currently construct as Visible=false so that is the default here.</summary>
public void ResetData(DataRow rowApt, DataTable tableApptFields, DataTable tablePatFields, Point location, bool visible = false)
{
DataRoww = rowApt;
TableApptFields = tableApptFields;
TablePatFields = tablePatFields;
Pattern = PIn.String(DataRoww["Pattern"].ToString());
PatternShowing = ApptSingleDrawing.GetPatternShowing(Pattern);
Location = location;
Size = ApptSingleDrawing.SetSize(Pattern);
//These controls are always drawn as their Shadow bitmap.
//They never actually render as a control.
//Always set Visible to false here so that parent panel/form doesn't account for them when drawings it's controls.
//In the case where it is a draggable control or on the pinboard, then it will be set to Visible=true.
Visible = visible;
//These are used heavily so deserialize here once to save time when accessing.
AptNum = PIn.Long(DataRoww["AptNum"].ToString());
PatNum = PIn.Long(DataRoww["PatNum"].ToString());
AptDateTime = PIn.DateT(DataRoww["AptDateTime"].ToString());
OpNum = PIn.Long(DataRoww["Op"].ToString());
ClinicNum = PIn.Long(DataRoww["ClinicNum"].ToString());
ProvNum = PIn.Long(DataRoww["ProvNum"].ToString());
ProvHyg = PIn.Long(DataRoww["ProvHyg"].ToString());
Confirmed = PIn.Long(DataRoww["Confirmed"].ToString());
IsHygiene = PIn.Bool(DataRoww["IsHygiene"].ToString());
GrossProduction = PIn.Decimal(DataRoww["productionVal"].ToString());
WriteoffPPO = PIn.Decimal(DataRoww["writeoffPPO"].ToString());
AdjustmentTotal = PIn.Decimal(DataRoww["adjustmentTotal"].ToString());
ImageFolder = PIn.String(DataRoww["ImageFolder"].ToString());
PatientName = PIn.String(DataRoww["patientName"].ToString());
AptDate = PIn.String(DataRoww["aptDate"].ToString());
AptDay = PIn.String(DataRoww["aptDay"].ToString());
AptLength = PIn.String(DataRoww["aptLength"].ToString());
AptTime = PIn.String(DataRoww["aptTime"].ToString());
Email = PIn.String(DataRoww["Email"].ToString());
Language = PIn.String(DataRoww["language"].ToString());
ReferralTo = PIn.String(DataRoww["referralTo"].ToString());
ReferralFrom = PIn.String(DataRoww["referralFrom"].ToString());
ApptModNote = PIn.String(DataRoww["apptModNote"].ToString());
FamFinUrgNote = PIn.String(DataRoww["famFinUrgNote"].ToString());
AddrNote = PIn.String(DataRoww["addrNote"].ToString());
Insurance = PIn.String(DataRoww["insurance"].ToString());
ContactMethods = PIn.String(DataRoww["contactMethods"].ToString());
WirelessPhone = PIn.String(DataRoww["wirelessPhone"].ToString());
WkPhone = PIn.String(DataRoww["wkPhone"].ToString());
HmPhone = PIn.String(DataRoww["hmPhone"].ToString());
Age = PIn.String(DataRoww["age"].ToString());
BillingType = PIn.String(DataRoww["billingType"].ToString());
ChartNumber = PIn.String(DataRoww["chartNumber"].ToString());
Note = PIn.String(DataRoww["Note"].ToString());
Procs = PIn.String(DataRoww["procs"].ToString());
Lab = PIn.String(DataRoww["lab"].ToString());
MedUrgNote = PIn.String(DataRoww["MedUrgNote"].ToString());
PreMedFlag = PIn.String(DataRoww["preMedFlag"].ToString());
ConfirmedFromDef = PIn.String(DataRoww["confirmed"].ToString());
Production = PIn.String(DataRoww["production"].ToString());
Provider = PIn.String(DataRoww["provider"].ToString());
ApptStatus aptStatus;
if (Enum.TryParse(PIn.String(DataRoww["AptStatus"].ToString()), out aptStatus))
{
AptStatus = aptStatus;
}
else
{
AptStatus = ApptStatus.None;
}
ApptPriority priority;
if (Enum.TryParse(PIn.String(DataRoww["Priority"].ToString()), out priority))
{
Priority = priority;
}
else
{
Priority = ApptPriority.Normal;
}
}
///<summary>Fills grid based on values in _listEtrans.
///Set isRefreshNeeded to true when we need to reinitialize local dictionarys after in memory list is also updated. Required true for first time running.
///Also allows you to passed in predetermined filter options.</summary>
private void FillGrid(bool isRefreshNeeded, List <string> listSelectedStatuses, List <long> listSelectedClinicNums,
string carrierName, string checkTraceNum, string amountMin, string amountMax)
{
Action actionCloseProgress = null;
if (isRefreshNeeded)
{
actionCloseProgress = ODProgressOld.ShowProgressStatus("Etrans835", this, Lan.g(this, "Gathering data") + "...", false);
_dictEtrans835s.Clear();
_dictEtransClaims.Clear();
_dictClaimPayExists.Clear();
List <Etrans835Attach> listAttached = Etrans835Attaches.GetForEtrans(_listEtranss.Select(x => x.EtransNum).ToArray());
Dictionary <long, string> dictEtransMessages = new Dictionary <long, string>();
List <X12ClaimMatch> list835ClaimMatches = new List <X12ClaimMatch>();
Dictionary <long, int> dictClaimMatchCount = new Dictionary <long, int>(); //1:1 with _listEtranss. Stores how many claim matches each 835 has.
int batchQueryInterval = 500; //Every 500 rows we get the next 500 message texts to save memory.
int rowCur = 0;
foreach (Etrans etrans in _listEtranss)
{
if (rowCur % batchQueryInterval == 0)
{
int range = Math.Min(batchQueryInterval, _listEtranss.Count - rowCur); //Either the full batchQueryInterval amount or the remaining amount of etrans.
dictEtransMessages = EtransMessageTexts.GetMessageTexts(_listEtranss.GetRange(rowCur, range).Select(x => x.EtransMessageTextNum).ToList(), false);
}
rowCur++;
ODEvent.Fire(new ODEventArgs("Etrans835", Lan.g(this, "Processing 835: ") + ": " + rowCur + " out of " + _listEtranss.Count));
List <Etrans835Attach> listAttachedTo835 = listAttached.FindAll(x => x.EtransNum == etrans.EtransNum);
X835 x835 = new X835(etrans, dictEtransMessages[etrans.EtransMessageTextNum], etrans.TranSetId835, listAttachedTo835, true);
_dictEtrans835s.Add(etrans.EtransNum, x835);
List <X12ClaimMatch> listClaimMatches = x835.GetClaimMatches();
dictClaimMatchCount.Add(etrans.EtransNum, listClaimMatches.Count);
list835ClaimMatches.AddRange(listClaimMatches);
}
#region Set 835 unattached in batch and build _dictEtransClaims and _dictClaimPayCheckNums.
ODEvent.Fire(new ODEventArgs("Etrans835", Lan.g(this, "Gathering internal claim matches.")));
List <long> listClaimNums = Claims.GetClaimFromX12(list835ClaimMatches); //Can return null.
ODEvent.Fire(new ODEventArgs("Etrans835", Lan.g(this, "Building data sets.")));
int claimIndexCur = 0;
List <long> listMatchedClaimNums = new List <long>();
foreach (Etrans etrans in _listEtranss)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
if (listClaimNums != null)
{
x835.SetClaimNumsForUnattached(listClaimNums.GetRange(claimIndexCur, dictClaimMatchCount[etrans.EtransNum]));
}
claimIndexCur += dictClaimMatchCount[etrans.EtransNum];
listMatchedClaimNums.AddRange(x835.ListClaimsPaid.FindAll(x => x.ClaimNum != 0).Select(x => x.ClaimNum).ToList());
}
List <Claim> listClaims = Claims.GetClaimsFromClaimNums(listMatchedClaimNums.Distinct().ToList());
_dictClaimPayExists = ClaimPayments.HasClaimPayment(listMatchedClaimNums); //Every claim num is associated to a bool. True when there is an existing claimPayment.
foreach (Etrans etrans in _listEtranss)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
#region _dictEtransClaims, _dictClaimPayCheckNums
_dictEtransClaims.Add(etrans.EtransNum, new List <Claim>());
List <long> listSubClaimNums = x835.ListClaimsPaid.FindAll(x => x.ClaimNum != 0).Select(y => y.ClaimNum).ToList();
List <Claim> listClaimsFor835 = listClaims.FindAll(x => listSubClaimNums.Contains(x.ClaimNum));
foreach (Hx835_Claim claim in x835.ListClaimsPaid)
{
Claim claimCur = listClaimsFor835.FirstOrDefault(x => x.ClaimNum == claim.ClaimNum); //Can be null.
if (claimCur == null && claim.IsAttachedToClaim && claim.ClaimNum == 0)
{
claimCur = new Claim(); //Create empty claim since user detached claim manually, will not be considered in GetStringStatus(...).
}
if (claimCur != null && claim.IsPreauth) //User attached preauth to internal claim, no payment needed to be considered 'Finalized' in GetStringStatus(...).
{
_dictClaimPayExists[claim.ClaimNum] = true;
}
_dictEtransClaims[etrans.EtransNum].Add(claimCur);
}
#endregion
}
ODEvent.Fire(new ODEventArgs("Etrans835", Lan.g(this, "Filling Grid.")));
#endregion
}
gridMain.BeginUpdate();
#region Initilize columns only once
if (gridMain.Columns.Count == 0)
{
ODGridColumn col;
col = new ODGridColumn(Lan.g("TableEtrans835s", "Patient Name"), 250);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableEtrans835s", "Carrier Name"), 190);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableEtrans835s", "Status"), 80);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableEtrans835s", "Date"), 80);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableEtrans835s", "Amount"), 80);
gridMain.Columns.Add(col);
if (PrefC.HasClinicsEnabled)
{
col = new ODGridColumn(Lan.g("TableEtrans835s", "Clinic"), 70);
gridMain.Columns.Add(col);
}
col = new ODGridColumn(Lan.g("TableEtrans835s", "Code"), 37, HorizontalAlignment.Center);
gridMain.Columns.Add(col);
col = new ODGridColumn(Lan.g("TableEtrans835s", "Note"), 0);
gridMain.Columns.Add(col);
}
#endregion
gridMain.Rows.Clear();
foreach (Etrans etrans in _listEtranss)
{
X835 x835 = _dictEtrans835s[etrans.EtransNum];
#region Filter: Carrier Name
if (carrierName != "" && !x835.PayerName.ToLower().Contains(carrierName.ToLower()))
{
continue;
}
#endregion
string status = GetStringStatus(etrans.EtransNum);
#region Filter: Status
if (!listSelectedStatuses.Contains(status.Replace("*", ""))) //The filter will ignore finalized with detached claims.
{
continue;
}
#endregion
//List of ClinicNums for the current etrans.ListClaimsPaid from the DB.
List <long> listClinicNums = _dictEtransClaims[etrans.EtransNum].Select(x => x == null? 0 :x.ClinicNum).Distinct().ToList();
#region Filter: Clinics
if (PrefC.HasClinicsEnabled && !listClinicNums.Exists(x => listSelectedClinicNums.Contains(x)))
{
continue; //The ClinicNums associated to the 835 do not match any of the selected ClinicNums, so nothing to show in this 835.
}
#endregion
#region Filter: Check and Trace Value
if (checkTraceNum != "" && !x835.TransRefNum.Contains(checkTraceNum)) //Trace Number does not match
{
continue;
}
#endregion
#region Filter: Insurance Check Range Min and Max
if (amountMin != "" && x835.InsPaid < PIn.Decimal(amountMin) || amountMax != "" && x835.InsPaid > PIn.Decimal(amountMax))
{
continue; //Either the InsPaid is below or above our range.
}
#endregion
ODGridRow row = new ODGridRow();
#region Column: Patient Name
List <string> listPatNames = x835.ListClaimsPaid.Select(x => x.PatientName.ToString()).Distinct().ToList();
string patName = (listPatNames.Count > 0 ? listPatNames[0] : "");
if (listPatNames.Count > 1)
{
patName = "(" + POut.Long(listPatNames.Count) + ")";
}
row.Cells.Add(patName);
#endregion
row.Cells.Add(x835.PayerName);
row.Cells.Add(status); //See GetStringStatus(...) for possible values.
row.Cells.Add(POut.Date(etrans.DateTimeTrans));
row.Cells.Add(POut.Decimal(x835.InsPaid));
#region Column: Clinic
if (PrefC.HasClinicsEnabled)
{
string clinicAbbr = "";
if (listClinicNums.Count == 1)
{
if (listClinicNums[0] == 0)
{
clinicAbbr = Lan.g(this, "Unassigned");
}
else
{
clinicAbbr = Clinics.GetAbbr(listClinicNums[0]);
}
}
else if (listClinicNums.Count > 1)
{
clinicAbbr = "(" + Lan.g(this, "Multiple") + ")";
}
row.Cells.Add(clinicAbbr);
}
#endregion
row.Cells.Add(x835._paymentMethodCode);
row.Cells.Add(etrans.Note);
row.Tag = etrans;
gridMain.Rows.Add(row);
}
gridMain.EndUpdate();
actionCloseProgress?.Invoke();
}
private void butOK_Click(object sender, System.EventArgs e)
{
int payPlanVersion = PrefC.GetInt(PrefName.PayPlansVersion);
string bDate;
string eDate;
decimal rcvStart = 0;
decimal rcvCharge = 0;
decimal rcvPayPlanCredit = 0;
decimal rcvProd = 0;
decimal rcvPayPlanCharges = 0;
decimal rcvAdj = 0;
decimal rcvWriteoff = 0;
decimal rcvPayment = 0;
decimal rcvInsPayment = 0;
decimal runningRcv = 0;
decimal rcvDaily = 0;
decimal[] colTotals = new decimal[11];
string wMonth;
string wYear;
string wDay = "01";
string wDate;
// Get the year / month and instert the 1st of the month for stop point for calculated running balance
wYear = date1.SelectionStart.Year.ToString();
wMonth = date1.SelectionStart.Month.ToString();
if (wMonth.Length < 2)
{
wMonth = "0" + wMonth;
}
wDate = wYear + "-" + wMonth + "-" + wDay;
List <long> listProvNums = new List <long>();
bool hasAllProvs = (listProv.SelectedIndices[0] == 0);
if (!hasAllProvs)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
//Minus 1 due to the 'Practice' option.
listProvNums.Add(_listProvs[listProv.SelectedIndices[i] - 1].ProvNum);
}
}
bool isPayPlan2;
if (payPlanVersion == 2)
{
isPayPlan2 = true;
}
else
{
isPayPlan2 = false;
}
ReportComplex report = new ReportComplex(true, isPayPlan2); //Landscape if using PayPlan Version 2
DataTable TableProduction = new DataTable(); //Production
DataTable TablePayPlanCredit = new DataTable(); //PayPlanCredits
DataTable TableCharge = new DataTable(); //charges(Production-PayPlanCredits)
DataTable TablePayPlanCharge = new DataTable(); //PayPlanCharges
DataTable TableCapWriteoff = new DataTable(); //capComplete writeoffs
DataTable TableInsWriteoff = new DataTable(); //ins writeoffs
DataTable TablePay = new DataTable(); //payments - Patient
DataTable TableIns = new DataTable(); //payments - Ins, added SPK
DataTable TableAdj = new DataTable(); //adjustments
//
// Main Loop: This will loop twice 1st loop gets running balance to start of month selected
// 2nd will break the numbers down by day and calculate the running balances
//
for (int j = 0; j <= 1; j++)
{
if (j == 0)
{
bDate = "0001-01-01";
eDate = wDate;
}
else
{
bDate = wDate;
eDate = POut.Date(date1.SelectionStart.AddDays(1)).Substring(1, 10); // Needed because all Queries are < end date to get correct Starting AR
}
TableProduction = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableProduction");
if (isPayPlan2)
{
TablePayPlanCredit = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCredit");
TableCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCharge");
TablePayPlanCharge = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePayPlanCharge");
}
TableCapWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableCapWriteoff");
TableInsWriteoff = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableInsWriteoff");
TablePay = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TablePay");
TableIns = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableIns");
TableAdj = RpReceivablesBreakdown.GetRecvBreakdownTable(date1.SelectionStart, listProvNums, radioWriteoffPay.Checked, isPayPlan2, wDate, eDate, bDate, "TableAdj");
//Sum up all the transactions grouped by date.
Dictionary <DateTime, decimal> dictPayPlanCharges = TablePayPlanCharge.Select().GroupBy(x => PIn.Date(x["ChargeDate"].ToString()))
.ToDictionary(y => y.Key, y => y.ToList().Sum(z => PIn.Decimal(z["Amt"].ToString())));
//1st Loop Calculate running Accounts Receivable upto the 1st of the Month Selected
//2nd Loop Calculate the Daily Accounts Receivable upto the Date Selected
//Finaly Generate Report showing the breakdown upto the date specified with totals for what is on the report
if (j == 0)
{
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString()); //Production-PayPlanCredits
}
rcvPayPlanCharges += dictPayPlanCharges.Sum(x => x.Value);
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
TableProduction.Clear();
TablePayPlanCredit.Clear();
TableCharge.Clear();
TablePayPlanCharge.Clear();
TableCapWriteoff.Clear();
TableInsWriteoff.Clear();
TablePay.Clear();
TableIns.Clear();
TableAdj.Clear();
rcvStart = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
}
else
{
rcvCharge = 0;
rcvPayPlanCredit = 0;
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvDaily = 0;
runningRcv = rcvStart;
DataTable TableQ = new DataTable();
TableQ.Columns.Add("Date");
TableQ.Columns.Add("Production");
TableQ.Columns.Add("PayPlanCredits");
TableQ.Columns.Add("Charges");
TableQ.Columns.Add("PayPlanCharges");
TableQ.Columns.Add("Adjustments");
TableQ.Columns.Add("Writeoffs");
TableQ.Columns.Add("Payment");
TableQ.Columns.Add("InsPayment");
TableQ.Columns.Add("Daily");
TableQ.Columns.Add("Running");
eDate = POut.Date(date1.SelectionStart).Substring(1, 10); // Reset EndDate to Selected Date
DateTime[] dates = new DateTime[(PIn.Date(eDate) - PIn.Date(bDate)).Days + 1];
for (int i = 0; i < dates.Length; i++) //usually 31 days in loop
{
dates[i] = PIn.Date(bDate).AddDays(i);
//create new row called 'row' based on structure of TableQ
DataRow row = TableQ.NewRow();
row[0] = dates[i].ToShortDateString();
for (int k = 0; k < TableProduction.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableProduction.Rows[k][0].ToString())))
{
rcvProd += PIn.Decimal(TableProduction.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePayPlanCredit.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePayPlanCredit.Rows[k][0].ToString())))
{
rcvPayPlanCredit += PIn.Decimal(TablePayPlanCredit.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCharge.Rows[k][0].ToString())))
{
rcvCharge += PIn.Decimal(TableCharge.Rows[k][1].ToString());
}
}
decimal rcvPayPlanChargesForDay = 0;
if (dictPayPlanCharges.TryGetValue(dates[i], out rcvPayPlanChargesForDay))
{
rcvPayPlanCharges += rcvPayPlanChargesForDay;
}
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCapWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableAdj.Rows[k][0].ToString())))
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableInsWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePay.Rows[k][0].ToString())))
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableIns.Rows[k][0].ToString())))
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
}
//rcvPayPlanCharges and rcvPayPlanCredit will be 0 if not on version 2.
rcvDaily = (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
runningRcv += (rcvProd - rcvPayPlanCredit + rcvPayPlanCharges + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
row["Production"] = rcvProd.ToString("n");
row["PayPlanCredits"] = rcvPayPlanCredit.ToString("n");
row["Charges"] = rcvCharge.ToString("n");
row["PayPlanCharges"] = rcvPayPlanCharges.ToString("n");
row["Adjustments"] = rcvAdj.ToString("n");
row["Writeoffs"] = rcvWriteoff.ToString("n");
row["Payment"] = rcvPayment.ToString("n");
row["InsPayment"] = rcvInsPayment.ToString("n");
row["Daily"] = rcvDaily.ToString("n");
row["Running"] = runningRcv.ToString("n");
colTotals[1] += rcvProd;
colTotals[2] += rcvPayPlanCredit;
colTotals[3] += rcvCharge;
colTotals[4] += rcvPayPlanCharges;
colTotals[5] += rcvAdj;
colTotals[6] += rcvWriteoff;
colTotals[7] += rcvPayment;
colTotals[8] += rcvInsPayment;
colTotals[9] += rcvDaily;
colTotals[10] = runningRcv;
TableQ.Rows.Add(row); //adds row to table Q
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvPayPlanCharges = 0;
rcvWriteoff = 0;
rcvCharge = 0;
rcvPayPlanCredit = 0;
}
//Drop the PayPlan columns if not version 2
if (!isPayPlan2)
{
TableQ.Columns.RemoveAt(2); //PayPlanCredits
TableQ.Columns.RemoveAt(2); //Production - PayPlanCredits
TableQ.Columns.RemoveAt(2); //PayPlanCharges
}
////columnCount will get incremented on the second ColTotal call so we can use it in this way
//if(payPlanVersion==2) {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[2].ToString("n")); //payplancharges
// report.ColTotal[3]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[4]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[5]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[6]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[7]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[8]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
//else {
// report.ColTotal[1]=PIn.Decimal(colTotals[1].ToString("n")); //prod
// report.ColTotal[2]=PIn.Decimal(colTotals[3].ToString("n")); //adjustment
// report.ColTotal[3]=PIn.Decimal(colTotals[4].ToString("n")); //writeoffs
// report.ColTotal[4]=PIn.Decimal(colTotals[5].ToString("n")); //payment
// report.ColTotal[5]=PIn.Decimal(colTotals[6].ToString("n")); //inspayment
// report.ColTotal[6]=PIn.Decimal(colTotals[7].ToString("n")); //daily
// report.ColTotal[7]=PIn.Decimal(colTotals[8].ToString("n")); //running
//}
Font font = new Font("Tahoma", 9);
Font boldFont = new Font("Tahoma", 9, FontStyle.Bold);
Font fontTitle = new Font("Tahoma", 17, FontStyle.Bold);
Font fontSubTitle = new Font("Tahoma", 10, FontStyle.Bold);
report.ReportName = Lan.g(this, "Receivables Breakdown");
report.AddTitle("Title", Lan.g(this, "Receivables Breakdown"), fontTitle);
report.AddSubTitle("PracticeTitle", PrefC.GetString(PrefName.PracticeTitle), fontSubTitle);
report.AddSubTitle("Date SubTitle", date1.SelectionStart.ToString("d"), fontSubTitle);
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (hasAllProvs)
{
provNames = "All Providers";
break;
}
if (i > 0)
{
provNames += ", ";
}
provNames += _listProvs[listProv.SelectedIndices[i] - 1].Abbr;
}
report.AddSubTitle("Provider SubTitle", provNames);
int[] summaryGroups1 = { 1 };
QueryObject query = report.AddQuery(TableQ, Lan.g(this, "Date") + ": " + DateTimeOD.Today.ToString("d"));
query.AddColumn("Date", 72, FieldValueType.Date);
query.AddColumn("Production", 80, FieldValueType.Number);
query.GetColumnDetail("Production").ContentAlignment = ContentAlignment.MiddleRight;
if (isPayPlan2)
{
query.AddColumn("PayPlanCredits", 90, FieldValueType.Number);
query.GetColumnDetail("PayPlanCredits").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Prod - PPCred", 85, FieldValueType.Number);
query.GetColumnDetail("Prod - PPCred").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("PayPlanCharges", 100, FieldValueType.Number);
query.GetColumnDetail("PayPlanCharges").ContentAlignment = ContentAlignment.MiddleRight;
}
query.AddColumn("Adjustment", 80, FieldValueType.Number);
query.GetColumnDetail("Adjustment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Writeoff", 80, FieldValueType.Number);
query.GetColumnDetail("Writeoff").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Payment", 80, FieldValueType.Number);
query.GetColumnDetail("Payment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("InsPayment", 80, FieldValueType.Number);
query.GetColumnDetail("InsPayment").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Daily A/R", 100, FieldValueType.Number);
query.GetColumnDetail("Daily A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.AddColumn("Ending A/R", 100);
query.GetColumnDetail("Ending A/R").ContentAlignment = ContentAlignment.MiddleRight;
query.GetColumnDetail("Ending A/R").Font = boldFont;
if (isPayPlan2)
{
report.AddFooterText("Desc", "Receivables Calculation: (Production - PayPlanCredits + PayPlanCharges + Adjustments - Writeoffs) "
+ "- (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
else
{
report.AddFooterText("Desc", "Receivables Calculation: (Production + Adjustments - Writeoffs) - (Payments + Insurance Payments)", font, 0, ContentAlignment.MiddleCenter);
}
//report.AddText("EndingAR","Final Ending A/R: "+runningRcv.ToString(),boldFont,0,ContentAlignment.MiddleLeft);
report.AddPageNum(font);
if (!report.SubmitQueries())
{
return;
}
FormReportComplex FormR = new FormReportComplex(report);
FormR.ShowDialog();
DialogResult = DialogResult.OK;
} //END If
} // END For Loop
} //END OK button Clicked
private void butOK_Click(object sender, System.EventArgs e)
{
long feeSched = FeeSchedC.ListShort[listFeeSched.SelectedIndex].FeeSchedNum;
string catName = ""; //string to hold current category name
Fees fee = new Fees();
ReportSimpleGrid report = new ReportSimpleGrid();
report.Query = "SELECT procedurecode.ProcCode,fee.Amount,' ',procedurecode.Descript,"
+ "procedurecode.AbbrDesc FROM procedurecode,fee "
+ "WHERE procedurecode.CodeNum=fee.CodeNum AND fee.FeeSched='" + feeSched.ToString()
+ "' ORDER BY procedurecode.ProcCode";
FormQuery2 = new FormQuery(report);
FormQuery2.IsReport = true;
if (radioCode.Checked == true)
{
FormQuery2.SubmitReportQuery();
report.Title = "Procedure Codes";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
report.SubTitle.Add(FeeScheds.GetDescription(feeSched));
report.SetColumn(this, 0, "Code", 70);
report.SetColumn(this, 1, "Fee Amount", 70, HorizontalAlignment.Right);
report.SetColumn(this, 2, " ", 80); //otherwise, the amount gets bunched up next to the description.
report.SetColumn(this, 3, "Description", 200);
report.SetColumn(this, 4, "Abbr Description", 200);
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
}
else //categories
//report.SubmitTemp();//create TableTemp which is not actually used
{
ProcedureCode[] ProcList = ProcedureCodes.GetProcList();
report.TableQ = new DataTable(null);
for (int i = 0; i < 5; i++) //add columns
{
report.TableQ.Columns.Add(new System.Data.DataColumn()); //blank columns
}
report.InitializeColumns();
DataRow row = report.TableQ.NewRow();//add first row by hand to get value for temp
row[0] = DefC.GetName(DefCat.ProcCodeCats, ProcList[0].ProcCat);
catName = row[0].ToString();
row[1] = ProcList[0].ProcCode;
row[2] = ProcList[0].Descript;
row[3] = ProcList[0].AbbrDesc;
row[4] = ((double)Fees.GetAmount0(ProcList[0].CodeNum, feeSched)).ToString("F");
report.ColTotal[4] += PIn.Decimal(row[4].ToString());
report.TableQ.Rows.Add(row);
for (int i = 1; i < ProcList.Length; i++) //loop through data rows
{
row = report.TableQ.NewRow(); //create new row called 'row' based on structure of TableQ
row[0] = DefC.GetName(DefCat.ProcCodeCats, ProcList[i].ProcCat);
if (catName == row[0].ToString())
{
row[0] = "";
}
else
{
catName = row[0].ToString();
}
row[1] = ProcList[i].ProcCode.ToString();
row[2] = ProcList[i].Descript;
row[3] = ProcList[i].AbbrDesc.ToString();
row[4] = ((double)Fees.GetAmount0(ProcList[i].CodeNum, feeSched)).ToString("F");
//report.ColTotal[4]+=PIn.PDouble(row[4].ToString());
report.TableQ.Rows.Add(row);
}
FormQuery2.ResetGrid(); //this is a method in FormQuery2;
report.Title = "Procedure Codes";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
report.SubTitle.Add(FeeScheds.GetDescription(feeSched));
report.ColPos[0] = 20;
report.ColPos[1] = 120;
report.ColPos[2] = 270;
report.ColPos[3] = 470;
report.ColPos[4] = 620;
report.ColPos[5] = 770;
report.ColCaption[0] = "Category";
report.ColCaption[1] = "Code";
report.ColCaption[2] = "Description";
report.ColCaption[3] = "Abbr Description";
report.ColCaption[4] = "Fee Amount";
report.ColAlign[4] = HorizontalAlignment.Right;
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
}
}
private void butOK_Click(object sender, System.EventArgs e)
{
string bDate;
string eDate;
decimal rcvStart = 0;
decimal rcvProd = 0;
decimal rcvAdj = 0;
decimal rcvWriteoff = 0;
decimal rcvPayment = 0;
decimal rcvInsPayment = 0;
decimal runningRcv = 0;
decimal rcvDaily = 0;
decimal[] ColTotal = new decimal[8];
string wMonth;
string wYear;
string wDay = "01";
string wDate;
// Get the year / month and instert the 1st of the month for stop point for calculated running balance
wYear = date1.SelectionStart.Year.ToString();
wMonth = date1.SelectionStart.Month.ToString();
if (wMonth.Length < 2)
{
wMonth = "0" + wMonth;
}
wDate = wYear + "-" + wMonth + "-" + wDay;
ReportSimpleGrid report = new ReportSimpleGrid();
//
// Create temperary tables for sorting data
//
DataTable TableCharge = new DataTable(); //charges
DataTable TableCapWriteoff = new DataTable(); //capComplete writeoffs
DataTable TableInsWriteoff = new DataTable(); //ins writeoffs
DataTable TablePay = new DataTable(); //payments - Patient
DataTable TableIns = new DataTable(); //payments - Ins, added SPK
DataTable TableAdj = new DataTable(); //adjustments
//
// Main Loop: This will loop twice 1st loop gets running balance to start of month selected
// 2nd will break the numbers dow by day and calculate the running balances
//
for (int j = 0; j <= 1; j++)
{
if (j == 0)
{
bDate = "0001-01-01";
eDate = wDate;
}
else
{
bDate = wDate;
eDate = POut.Date(date1.SelectionStart.AddDays(1)).Substring(1, 10); // Needed because all Queries are < end date to get correct Starting AR
}
string whereProv; //used as the provider portion of the where clauses.
//each whereProv needs to be set up separately for each query
string whereProvx; //Extended for more than 4 names
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "procedurelog.ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
report.Query = "SELECT procedurelog.ProcDate, "
+ "SUM(procedurelog.ProcFee*(CASE procedurelog.UnitQty+procedurelog.BaseUnits WHEN 0 THEN 1 ELSE procedurelog.UnitQty+procedurelog.BaseUnits END)) "
+ "FROM procedurelog "
+ "WHERE procedurelog.ProcDate >= '" + bDate + "' "
+ "AND procedurelog.ProcDate < '" + eDate + "' "
+ "AND procedurelog.ProcStatus = '2' "
+ whereProv
+ "GROUP BY procedurelog.ProcDate "
+ "ORDER BY procedurelog.ProcDate";
TableCharge = report.GetTempTable();
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "claimproc.ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
if (radioWriteoffPay.Checked)
{
report.Query = "SELECT DateCP, "
+ "SUM(WriteOff) FROM claimproc WHERE "
+ "DateCP >= '" + bDate + "' "
+ "AND DateCP < '" + eDate + "' "
+ "AND Status = '7' "//CapComplete
+ whereProv
+ " GROUP BY DateCP "
+ "ORDER BY DateCP";
}
else
{
report.Query = "SELECT ProcDate, "
+ "SUM(WriteOff) FROM claimproc WHERE "
+ "ProcDate >= '" + bDate + "' "
+ "AND ProcDate < '" + eDate + "' "
+ "AND Status = '7' "//CapComplete
+ whereProv
+ " GROUP BY ProcDate "
+ "ORDER BY ProcDate";
}
TableCapWriteoff = report.GetTempTable();
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
if (radioWriteoffPay.Checked)
{
report.Query = "SELECT DateCP, "
+ "SUM(WriteOff) FROM claimproc WHERE "
+ "DateCP >= '" + bDate + "' "
+ "AND DateCP < '" + eDate + "' "
+ "AND Status IN (1,4,5) "//Recieved, supplemental, capclaim. Otherwise, it's only an estimate. 7-CapCompl handled above.
+ whereProv
+ " GROUP BY DateCP "
+ "ORDER BY DateCP";
}
else
{
report.Query = "SELECT ProcDate, "
+ "SUM(WriteOff) FROM claimproc WHERE "
+ "ProcDate >= '" + bDate + "' "
+ "AND ProcDate < '" + eDate + "' "
+ "AND Status IN (0,1,4,5) " //Notreceived, received, supplemental, capclaim. 7-CapCompl handled above.
+ whereProv
+ " GROUP BY ProcDate "
+ "ORDER BY ProcDate";
}
TableInsWriteoff = report.GetTempTable();
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "paysplit.ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
report.Query = "SELECT paysplit.DatePay,SUM(paysplit.splitamt) FROM paysplit "
+ "WHERE paysplit.PayPlanNum=0 "
+ "AND paysplit.DatePay >= '" + bDate + "' "
+ "AND paysplit.DatePay < '" + eDate + "' "
+ whereProv
+ " GROUP BY paysplit.DatePay ORDER BY DatePay";
TablePay = report.GetTempTable();
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "claimproc.ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
report.Query = "SELECT DateCP,SUM(InsPayamt) "
+ "FROM claimproc WHERE "
+ "Status IN (1,4,5,7) "//Received, supplemental, capclaim, capcomplete.
+ "AND DateCP >= '" + bDate + "' "
+ "AND DateCP < '" + eDate + "' "
+ whereProv
+ " GROUP BY DateCP ORDER BY DateCP";
TableIns = report.GetTempTable();
whereProv = "";
if (listProv.SelectedIndices[0] != 0)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "ProvNum = "
+ POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i] - 1].ProvNum) + " ";
}
whereProv += ") ";
}
report.Query = "SELECT adjdate, SUM(adjamt) FROM adjustment WHERE "
+ "adjdate >= '" + bDate + "' "
+ "AND adjdate < '" + eDate + "' "
+ whereProv
+ " GROUP BY adjdate ORDER BY adjdate";
TableAdj = report.GetTempTable();
//1st Loop Calculate running Accounts Receivable upto the 1st of the Month Selected
//2nd Loop Calculate the Daily Accounts Receivable upto the Date Selected
//Finaly Generate Report showing the breakdown upto the date specified with totals for what is on the report
if (j == 0)
{
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
rcvProd += PIn.Decimal(TableCharge.Rows[k][1].ToString());
}
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
TableCharge.Clear();
TableCapWriteoff.Clear();
TableInsWriteoff.Clear();
TablePay.Clear();
TableIns.Clear();
TableAdj.Clear();
rcvStart = (rcvProd + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
}
else
{
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvWriteoff = 0;
rcvDaily = 0;
runningRcv = rcvStart;
report.TableQ = new DataTable(null); //new table with 7 columns
for (int l = 0; l < 8; l++) //add columns
{
report.TableQ.Columns.Add(new System.Data.DataColumn()); //blank columns
}
report.InitializeColumns();
eDate = POut.Date(date1.SelectionStart).Substring(1, 10); // Reset EndDate to Selected Date
DateTime[] dates = new DateTime[(PIn.Date(eDate) - PIn.Date(bDate)).Days + 1];
for (int i = 0; i < dates.Length; i++) //usually 31 days in loop
{
dates[i] = PIn.Date(bDate).AddDays(i);
//create new row called 'row' based on structure of TableQ
DataRow row = report.TableQ.NewRow();
row[0] = dates[i].ToShortDateString();
for (int k = 0; k < TableCharge.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCharge.Rows[k][0].ToString())))
{
rcvProd += PIn.Decimal(TableCharge.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableCapWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableCapWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableCapWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableAdj.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableAdj.Rows[k][0].ToString())))
{
rcvAdj += PIn.Decimal(TableAdj.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableInsWriteoff.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableInsWriteoff.Rows[k][0].ToString())))
{
rcvWriteoff += PIn.Decimal(TableInsWriteoff.Rows[k][1].ToString());
}
}
for (int k = 0; k < TablePay.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TablePay.Rows[k][0].ToString())))
{
rcvPayment += PIn.Decimal(TablePay.Rows[k][1].ToString());
}
}
for (int k = 0; k < TableIns.Rows.Count; k++)
{
if (dates[i] == (PIn.Date(TableIns.Rows[k][0].ToString())))
{
rcvInsPayment += PIn.Decimal(TableIns.Rows[k][1].ToString());
}
}
rcvDaily = (rcvProd + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
runningRcv += (rcvProd + rcvAdj - rcvWriteoff) - (rcvPayment + rcvInsPayment);
row[1] = rcvProd.ToString("n");
row[2] = rcvAdj.ToString("n");
row[3] = rcvWriteoff.ToString("n");
row[4] = rcvPayment.ToString("n");
row[5] = rcvInsPayment.ToString("n");
row[6] = rcvDaily.ToString("n");
row[7] = runningRcv.ToString("n");
ColTotal[1] += rcvProd;
ColTotal[2] += rcvAdj;
ColTotal[3] += rcvWriteoff;
ColTotal[4] += rcvPayment;
ColTotal[5] += rcvInsPayment;
ColTotal[6] += rcvDaily;
ColTotal[7] = runningRcv;
report.TableQ.Rows.Add(row); //adds row to table Q
rcvAdj = 0;
rcvInsPayment = 0;
rcvPayment = 0;
rcvProd = 0;
rcvWriteoff = 0;
}
report.ColTotal[1] = PIn.Decimal(ColTotal[1].ToString("n"));
report.ColTotal[2] = PIn.Decimal(ColTotal[2].ToString("n"));
report.ColTotal[3] = PIn.Decimal(ColTotal[3].ToString("n"));
report.ColTotal[4] = PIn.Decimal(ColTotal[4].ToString("n"));
report.ColTotal[5] = PIn.Decimal(ColTotal[5].ToString("n"));
report.ColTotal[6] = PIn.Decimal(ColTotal[6].ToString("n"));
report.ColTotal[7] = PIn.Decimal(ColTotal[7].ToString("n"));
FormQuery2 = new FormQuery(report);
FormQuery2.IsReport = true;
FormQuery2.ResetGrid();
report.Title = "Receivables Breakdown Report";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
whereProv = "Report for: Practice";
whereProvx = "";
if (listProv.SelectedIndices[0] != 0)
{
int nameCount = 0;
whereProv = "Report Includes: ";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (nameCount < 3)
{
whereProv += " " + ProviderC.ListShort[listProv.SelectedIndices[i] - 1].GetFormalName() + " /";
}
else
{
whereProvx += " " + ProviderC.ListShort[listProv.SelectedIndices[i] - 1].GetFormalName() + " /";
}
nameCount += 1;
}
whereProv = whereProv.Substring(0, whereProv.Length - 1);
if (whereProvx.Length > 0)
{
whereProvx = whereProvx.Substring(0, whereProvx.Length - 1);
}
}
report.SubTitle.Add(whereProv);
report.SubTitle.Add(whereProvx);
report.SetColumnPos(this, 0, "Day", 80);
report.SetColumnPos(this, 1, "Production", 160, HorizontalAlignment.Right);
report.SetColumnPos(this, 2, "Adjustment", 260, HorizontalAlignment.Right);
report.SetColumnPos(this, 3, "Writeoff", 360, HorizontalAlignment.Right);
report.SetColumnPos(this, 4, "Payment", 470, HorizontalAlignment.Right);
report.SetColumnPos(this, 5, "InsPayment", 570, HorizontalAlignment.Right);
report.SetColumnPos(this, 6, "Daily A/R", 680, HorizontalAlignment.Right);
report.SetColumnPos(this, 7, "Ending A/R", 779, HorizontalAlignment.Right);
report.Summary.Add(
Lan.g(this, "Receivables Calculation: (Production + Adjustments - Writeoffs) - (Payments + Insurance Payments)"));
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
} //END If
} // END For Loop
} //END OK button Clicked
private void butOK_Click(object sender, System.EventArgs e)
{
if (!checkAllProv.Checked && listProv.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one provider must be selected.");
return;
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (!checkAllClin.Checked && listClin.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one clinic must be selected.");
return;
}
}
if (listType.SelectedIndices.Count == 0)
{
MsgBox.Show(this, "At least one type must be selected.");
return;
}
string whereProv = "";
if (!checkAllProv.Checked)
{
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereProv += " AND (";
}
else
{
whereProv += "OR ";
}
whereProv += "adjustment.ProvNum = " + POut.Long(ProviderC.ListShort[listProv.SelectedIndices[i]].ProvNum) + " ";
}
whereProv += ") ";
}
string whereClin = "";
if (!checkAllClin.Checked)
{
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i == 0)
{
whereClin += " AND (";
}
else
{
whereClin += "OR ";
}
if (listClin.SelectedIndices[i] == 0)
{
whereClin += "adjustment.ClinicNum = 0 ";
}
else
{
whereClin += "adjustment.ClinicNum = " + POut.Long(Clinics.List[listClin.SelectedIndices[i] - 1].ClinicNum) + " ";
}
}
whereClin += ") ";
}
string whereType = "(";
for (int i = 0; i < listType.SelectedIndices.Count; i++)
{
if (i > 0)
{
whereType += "OR ";
}
whereType += "adjustment.AdjType = '"
+ POut.Long(DefC.Short[(int)DefCat.AdjTypes][listType.SelectedIndices[i]].DefNum) + "' ";
}
whereType += ")";
ReportSimpleGrid report = new ReportSimpleGrid();
report.Query = "SELECT adjustment.AdjDate,"
+ DbHelper.Concat("patient.LName", "', '", "patient.FName", "', '", "patient.MiddleI") + ","
+ "adjustment.ProvNum,adjustment.ClinicNum,"
+ "definition.ItemName,adjustment.AdjNote,adjustment.AdjAmt FROM "
+ "adjustment,patient,definition WHERE adjustment.AdjType=definition.DefNum "
+ "AND patient.PatNum=adjustment.PatNum "
+ whereProv
+ whereClin
+ "AND " + whereType + " "
+ "AND adjustment.AdjDate >= " + POut.Date(date1.SelectionStart) + " "
+ "AND adjustment.AdjDate <= " + POut.Date(date2.SelectionStart);
report.Query += " ORDER BY adjustment.AdjDate";
FormQuery2 = new FormQuery(report);
FormQuery2.IsReport = true;
DataTable table = report.GetTempTable();
report.TableQ = new DataTable(null);
int colI = 6;
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
colI = 7;
}
for (int i = 0; i < colI; i++) //add columns
{
report.TableQ.Columns.Add(new System.Data.DataColumn()); //blank columns
}
report.InitializeColumns();
DataRow row;
decimal dec;
for (int i = 0; i < table.Rows.Count; i++)
{
row = report.TableQ.NewRow(); //create new row called 'row' based on structure of TableQ
row[0] = PIn.Date(table.Rows[i][0].ToString()).ToShortDateString();
row[1] = table.Rows[i][1].ToString(); //name
row[2] = Providers.GetAbbr(PIn.Long(table.Rows[i][2].ToString())); //prov
colI = 3;
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
row[colI] = Clinics.GetDesc(PIn.Long(table.Rows[i][3].ToString())); //clinic
colI++;
}
row[colI] = table.Rows[i][4].ToString(); //Type
colI++;
row[colI] = table.Rows[i][5].ToString(); //Note
colI++;
dec = PIn.Decimal(table.Rows[i][6].ToString()); //Amount
row[colI] = dec.ToString("n");
report.ColTotal[colI] += dec;
report.TableQ.Rows.Add(row);
}
FormQuery2.ResetGrid();
report.Title = "Daily Adjustments";
report.SubTitle.Add(PrefC.GetString(PrefName.PracticeTitle));
report.SubTitle.Add(date1.SelectionStart.ToString("d") + " - " + date2.SelectionStart.ToString("d"));
if (checkAllProv.Checked)
{
report.SubTitle.Add(Lan.g(this, "All Providers"));
}
else
{
string provNames = "";
for (int i = 0; i < listProv.SelectedIndices.Count; i++)
{
if (i > 0)
{
provNames += ", ";
}
provNames += ProviderC.ListShort[listProv.SelectedIndices[i]].Abbr;
}
report.SubTitle.Add(provNames);
}
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
if (checkAllClin.Checked)
{
report.SubTitle.Add(Lan.g(this, "All Clinics"));
}
else
{
string clinNames = "";
for (int i = 0; i < listClin.SelectedIndices.Count; i++)
{
if (i > 0)
{
clinNames += ", ";
}
if (listClin.SelectedIndices[i] == 0)
{
clinNames += Lan.g(this, "Unassigned");
}
else
{
clinNames += Clinics.List[listClin.SelectedIndices[i] - 1].Description;
}
}
report.SubTitle.Add(clinNames);
}
}
report.SetColumn(this, 0, "Date", 90);
report.SetColumn(this, 1, "Patient Name", 130);
report.SetColumn(this, 2, "Prov", 60);
if (!PrefC.GetBool(PrefName.EasyNoClinics))
{
report.SetColumn(this, 3, "Clinic", 70);
report.SetColumn(this, 4, "Adjustment Type", 150);
report.SetColumn(this, 5, "Note", 150);
report.SetColumn(this, 6, "Amount", 75, HorizontalAlignment.Right);
}
else
{
report.SetColumn(this, 3, "Adjustment Type", 150);
report.SetColumn(this, 4, "Note", 150);
report.SetColumn(this, 5, "Amount", 75, HorizontalAlignment.Right);
}
FormQuery2.ShowDialog();
DialogResult = DialogResult.OK;
}
