interface/billing/sl_eob_search.php

   1 <?
   2  // Copyright (C) 2005 Rod Roark <rod@sunsetsystems.com>
   3  //
   4  // This program is free software; you can redistribute it and/or
   5  // modify it under the terms of the GNU General Public License
   6  // as published by the Free Software Foundation; either version 2
   7  // of the License, or (at your option) any later version.
   8
   9  // This is the first of two pages to support posting of EOBs.
  10  // The second is sl_eob_invoice.php.
  11
  12  include_once("../globals.php");
  13  include_once("../../library/patient.inc");
  14  include_once("../../library/sql-ledger.inc");
  15  include_once("../../library/invoice_summary.inc.php");
  16  include_once("../../custom/statement.inc.php");
  17
  18  $DEBUG = 0; // set to 0 for production, 1 to test
  19
  20  $alertmsg = '';
  21
  22  function bucks($amount) {
  23   if ($amount)
  24    printf("%.2f", $amount);
  25  }
  26
  27  $today = date("Y-m-d");
  28
  29  SLConnect();
  30
  31  // Print statements if requested.
  32  //
  33  if ($_POST['form_print'] && $_POST['form_cb']) {
  34
  35   $fhprint = fopen($STMT_TEMP_FILE, 'w');
  36
  37   $where = "";
  38   foreach ($_POST['form_cb'] as $key => $value) $where .= " OR ar.id = $key";
  39   $where = substr($where, 4);
  40
  41   // Sort by patient so that multiple invoices can be
  42   // represented on a single statement.
  43   $res = SLQuery("SELECT ar.*, customer.name, " .
  44    "customer.address1, customer.address2, " .
  45    "customer.city, customer.state, customer.zipcode " .
  46    "FROM ar, customer WHERE ( $where ) AND " .
  47    "customer.id = ar.customer_id " .
  48    "ORDER BY ar.customer_id, ar.transdate");
  49   if ($sl_err) die($sl_err);
  50
  51   $stmt = array();
  52
  53   for ($irow = 0; $irow < SLRowCount($res); ++$irow) {
  54    $row = SLGetRow($res, $irow);
  55
  56    // Determine the date of service.  An 8-digit encounter number is
  57    // presumed to be a date of service imported during conversion.
  58    // Otherwise look it up in the form_encounter table.
  59    //
  60    $svcdate = "";
  61    list($pid, $encounter) = explode(".", $row['invnumber']);
  62    if (strlen($encounter) == 8) {
  63     $svcdate = substr($encounter, 0, 4) . "-" . substr($encounter, 4, 2) .
  64       "-" . substr($encounter, 6, 2);
  65    } else if ($encounter) {
  66     $tmp = sqlQuery("SELECT date FROM form_encounter WHERE " .
  67      "encounter = $encounter");
  68     $svcdate = substr($tmp['date'], 0, 10);
  69    }
  70
  71    // How many times have we dunned them for this invoice?
  72    $intnotes = trim($row['intnotes']);
  73    $duncount = substr_count(strtolower($intnotes), "statement sent");
  74
  75    // If this is a new patient then print the pending statement
  76    // and start a new one.  This is an associative array:
  77    //
  78    //  pid     = patient ID
  79    //  patient = patient name
  80    //  amount  = total amount due
  81    //  duedate = due date of the oldest included invoice
  82    //  age     = number of days from duedate to today
  83    //  to      = array of addressee name/address lines
  84    //  lines   = array of:
  85    //    dos     = date of service "yyyy-mm-dd"
  86    //    desc    = description
  87    //    amount  = charge less adjustments
  88    //    paid    = amount paid
  89    //    notice  = 1 for first notice, 2 for second, etc.
  90    //
  91    if ($stmt['pid'] != $row['customer_id']) {
  92     fwrite($fhprint, create_statement($stmt));
  93     $stmt['pid'] = $row['customer_id'];
  94     $stmt['patient'] = $row['name'];
  95     $stmt['to'] = array($row['name']);
  96     if ($row['address1']) $stmt['to'][] = $row['address1'];
  97     if ($row['address2']) $stmt['to'][] = $row['address2'];
  98     $stmt['to'][] = $row['city'] . ", " . $row['state'] . " " . $row['zipcode'];
  99     $stmt['lines'] = array();
 100     $stmt['amount'] = '0.00';
 101     $stmt['today'] = $today;
 102     $stmt['duedate'] = $row['duedate'];
 103    } else {
 104     // Report the oldest due date.
 105     if ($row['duedate'] < $stmt['duedate']) {
 106      $stmt['duedate'] = $row['duedate'];
 107     }
 108    }
 109
 110    $stmt['age'] = round((strtotime($today) - strtotime($stmt['duedate'])) /
 111     (24 * 60 * 60));
 112
 113    $invlines = get_invoice_summary($row['id']);
 114    foreach ($invlines as $key => $value) {
 115     $line = array();
 116     $line['dos']     = $svcdate;
 117     $line['desc']    = "Procedure $key";
 118     $line['amount']  = sprintf("%.2f", $value['chg']);
 119     $line['paid']    = sprintf("%.2f", $value['chg'] - $value['bal']);
 120     $line['notice']  = $duncount + 1;
 121     $stmt['lines'][] = $line;
 122     $stmt['amount']  = sprintf("%.2f", $stmt['amount'] + $value['bal']);
 123    }
 124
 125    // Record something in ar.intnotes about this statement run.
 126    if ($intnotes) $intnotes .= "\n";
 127    $intnotes = addslashes($intnotes . "Statement sent $today");
 128    if (! $DEBUG && ! $_POST['form_without']) {
 129     SLQuery("UPDATE ar SET intnotes = '$intnotes' WHERE id = " . $row['id']);
 130     if ($sl_err) die($sl_err);
 131    }
 132   }
 133
 134   fwrite($fhprint, create_statement($stmt));
 135
 136   if ($DEBUG) {
 137    $alertmsg = "Printing skipped; see test output in $STMT_TEMP_FILE";
 138   } else {
 139    exec("$STMT_PRINT_CMD $STMT_TEMP_FILE");
 140    if ($_POST['form_without']) {
 141     $alertmsg = "Now printing statements; invoices will not be updated.";
 142    } else {
 143     $alertmsg = "Now printing statements and updating invoices.";
 144    }
 145   }
 146  }
 147 ?>
 148 <html>
 149 <head>
 150 <link rel=stylesheet href="<?echo $css_header;?>" type="text/css">
 151 <title>EOB Posting - Search</title>
 152
 153 <script language="JavaScript">
 154
 155 function checkAll(checked) {
 156  var f = document.forms[0];
 157  for (var i = 0; i < f.elements.length; ++i) {
 158   var ename = f.elements[i].name;
 159   if (ename.indexOf('form_cb[') == 0)
 160    f.elements[i].checked = checked;
 161  }
 162 }
 163
 164 function npopup(pid) {
 165  window.open('sl_eob_patient_note.php?patient_id=' + pid, '_blank', 'width=500,height=250,resizable=1');
 166  return false;
 167 }
 168
 169 </script>
 170
 171 </head>
 172
 173 <body leftmargin='0' topmargin='0' marginwidth='0' marginheight='0'>
 174 <center>
 175
 176 <form method='post' action='sl_eob_search.php'>
 177
 178 <table border='0' cellpadding='5' cellspacing='0'>
 179
 180  <tr>
 181   <td height="1" colspan="10">
 182   </td>
 183  </tr>
 184
 185  <tr>
 186   <td colspan='2'>
 187    &nbsp;
 188   </td>
 189   <td>
 190    Source:
 191   </td>
 192   <td>
 193    <input type='text' name='form_source' size='10' value='<? echo $_POST['form_source']; ?>'
 194     title='A check number or claim number to identify the payment'>
 195   </td>
 196   <td>
 197    Pay Date:
 198   </td>
 199   <td>
 200    <input type='text' name='form_paydate' size='10' value='<? echo $_POST['form_paydate']; ?>'
 201     title='Date of payment mm/dd/yyyy'>
 202   </td>
 203   <td>
 204    Amount:
 205   </td>
 206   <td>
 207    <input type='text' name='form_amount' size='10' value='<? echo $_POST['form_amount']; ?>'
 208     title='Paid amount that you will allocate'>
 209   </td>
 210   <td colspan='2' align='right'>
 211    <a href='sl_eob_help.php' target='_blank'>Help</a>
 212   </td>
 213  </tr>
 214
 215  <tr>
 216   <td height="1" colspan="10">
 217   </td>
 218  </tr>
 219
 220  <tr bgcolor='#ddddff'>
 221   <td>
 222    Name:
 223   </td>
 224   <td>
 225    <input type='text' name='form_name' size='10' value='<? echo $_POST['form_name']; ?>'
 226     title='Any part of the patient name'>
 227   </td>
 228   <td>
 229    Chart ID:
 230   </td>
 231   <td>
 232    <input type='text' name='form_pid' size='10' value='<? echo $_POST['form_pid']; ?>'
 233     title='Patient chart ID'>
 234   </td>
 235   <td>
 236    Encounter:
 237   </td>
 238   <td>
 239    <input type='text' name='form_encounter' size='10' value='<? echo $_POST['form_encounter']; ?>'
 240     title='Encounter number'>
 241   </td>
 242   <td>
 243    Svc Date:
 244   </td>
 245   <td>
 246    <input type='text' name='form_date' size='10' value='<? echo $_POST['form_date']; ?>'
 247     title='Date of service mm/dd/yyyy'>
 248   </td>
 249   <td>
 250    <select name='form_category'>
 251 <?
 252  foreach (array('Open', 'All', 'Due') as $value) {
 253   echo "    <option value='$value'";
 254   if ($_POST['form_category'] == $value) echo " selected";
 255   echo ">$value</option>\n";
 256  }
 257 ?>
 258    </select>
 259   </td>
 260   <td>
 261    <input type='submit' name='form_search' value='Search'>
 262   </td>
 263  </tr>
 264
 265  <tr>
 266   <td height="1" colspan="10">
 267   </td>
 268  </tr>
 269
 270 </table>
 271
 272 <table border='0' cellpadding='1' cellspacing='2' width='98%'>
 273
 274  <tr bgcolor="#dddddd">
 275   <td class="dehead">
 276    &nbsp;Patient
 277   </td>
 278   <td class="dehead">
 279    &nbsp;Invoice
 280   </td>
 281   <td class="dehead">
 282    &nbsp;Svc Date
 283   </td>
 284   <td class="dehead">
 285    &nbsp;Due Date
 286   </td>
 287   <td class="dehead" align="right">
 288    Amount&nbsp;
 289   </td>
 290   <td class="dehead" align="right">
 291    Paid&nbsp;
 292   </td>
 293   <td class="dehead" align="right">
 294    Balance&nbsp;
 295   </td>
 296   <td class="dehead" align="center">
 297    Prv
 298   </td>
 299   <td class="dehead" align="center">
 300    Sel
 301   </td>
 302  </tr>
 303 <?
 304   if ($_POST['form_search'] || $_POST['form_print']) {
 305     $form_name      = trim($_POST['form_name']);
 306     $form_pid       = trim($_POST['form_pid']);
 307     $form_encounter = trim($_POST['form_encounter']);
 308     $form_date      = fixDate($_POST['form_date'], "");
 309
 310     $where = "";
 311
 312     if ($form_name) {
 313       // Allow the last name to be followed by a comma and some part of a first name.
 314       if (preg_match('/^(.*\S)\s*,\s*(.*)/', $form_name, $matches)) {
 315         $form_name = $matches[2] . '% ' . $matches[1] . '%';
 316       } else {
 317         $form_name = "%$form_name%";
 318       }
 319       if ($where) $where .= " AND ";
 320       $where .= "customer.name ILIKE '$form_name'";
 321     }
 322
 323     if ($form_pid && $form_encounter) {
 324       if ($where) $where .= " AND ";
 325       $where .= "ar.invnumber = '$form_pid.$form_encounter'";
 326     }
 327     else if ($form_pid) {
 328       if ($where) $where .= " AND ";
 329       $where .= "ar.invnumber LIKE '$form_pid.%'";
 330     }
 331     else if ($form_encounter) {
 332       if ($where) $where .= " AND ";
 333       $where .= "ar.invnumber like '%.$form_encounter'";
 334     }
 335
 336     if ($form_date) {
 337       if ($where) $where .= " AND ";
 338       $where .= "(ar.invnumber LIKE '%." . substr($form_date, 0, 4) . substr($form_date, 5, 2) .
 339         substr($form_date, 8, 2) . "'";
 340       $rez = sqlStatement("SELECT pid, encounter FROM form_encounter WHERE date = '$form_date'");
 341       while ($row = sqlFetchArray($rez)) {
 342         $where .= " OR ar.invnumber = '" . $row['pid'] . "." . $row['encounter'] . "'";
 343       }
 344       $where .= ")";
 345     }
 346
 347     if (! $where) {
 348       if ($_POST['form_category'] == 'All') {
 349         die("At least one search parameter is required if you select All.");
 350       } else {
 351         $where = "1 = 1";
 352       }
 353     }
 354
 355     $query = "SELECT ar.id, ar.invnumber, ar.duedate, ar.amount, ar.paid, " .
 356       "ar.intnotes, ar.notes, ar.shipvia, customer.name " .
 357       "FROM ar, customer WHERE $where AND customer.id = ar.customer_id ";
 358     if ($_POST['form_category'] != 'All') {
 359       $query .= "AND ar.amount != ar.paid ";
 360       // if ($_POST['form_category'] == 'Due') {
 361       //   $query .= "AND ar.duedate <= CURRENT_DATE ";
 362       // }
 363     }
 364     $query .= "ORDER BY customer.name, ar.invnumber";
 365
 366     // echo "<!-- $query -->\n"; // debugging
 367
 368     $t_res = SLQuery($query);
 369     if ($sl_err) die($sl_err);
 370
 371     for ($irow = 0; $irow < SLRowCount($t_res); ++$irow) {
 372       $row = SLGetRow($t_res, $irow);
 373
 374       // $duncount was originally supposed to be the number of times that
 375       // the patient was sent a statement for this invoice.
 376       //
 377       $duncount = substr_count(strtolower($row['intnotes']), "statement sent");
 378
 379       // But if we have not yet billed the patient, then compute $duncount as a
 380       // negative count of the number of insurance plans for which we have not
 381       // yet closed out insurance.
 382       //
 383       if (! $duncount) {
 384         $insgot = strtolower($row['notes']);
 385         $inseobs = strtolower($row['shipvia']);
 386         foreach (array('ins1', 'ins2', 'ins3') as $value) {
 387           if (strpos($insgot, $value) !== false &&
 388               strpos($inseobs, $value) === false)
 389             --$duncount;
 390         }
 391       }
 392
 393 //    $isdue = ($row['duedate'] <= $today && $row['amount'] > $row['paid']) ? " checked" : "";
 394
 395       // An invoice is now due if money is owed and we are not waiting for
 396       // insurance to pay.  We no longer look at the due date for this.
 397       //
 398       $isdue = ($duncount >= 0 &&
 399         sprintf("%.2f",$row['amount']) > sprintf("%.2f",$row['paid']))
 400         ? " checked" : "";
 401
 402       // Skip non-due invoices if the user asked for only those due.
 403       //
 404       if ($_POST['form_category'] == 'Due' && ! $isdue) continue;
 405
 406       $bgcolor = (($irow & 1) ? "#ffdddd" : "#ddddff");
 407
 408       // Determine the date of service.  If this was a search parameter
 409       // then we already know it.  Or an 8-digit encounter number is
 410       // presumed to be a date of service imported during conversion.
 411       // Otherwise look it up in the form_encounter table.
 412       //
 413       $svcdate = "";
 414       list($pid, $encounter) = explode(".", $row['invnumber']);
 415       if ($form_date) {
 416         $svcdate = $form_date;
 417       }
 418       else if (strlen($encounter) == 8) {
 419         $svcdate = substr($encounter, 0, 4) . "-" . substr($encounter, 4, 2) .
 420           "-" . substr($encounter, 6, 2);
 421       }
 422       else if ($encounter) {
 423         $tmp = sqlQuery("SELECT date FROM form_encounter WHERE " .
 424           "encounter = $encounter");
 425         $svcdate = substr($tmp['date'], 0, 10);
 426       }
 427 ?>
 428  <tr bgcolor='<? echo $bgcolor ?>'>
 429   <td class="detail">
 430    &nbsp;<a href="" onclick="return npopup(<? echo $pid ?>)"><? echo $row['name'] ?></a>
 431   </td>
 432   <td class="detail">
 433    &nbsp;<a href="sl_eob_invoice.php?id=<? echo $row['id'] ?>"
 434     target="_blank"><? echo $row['invnumber'] ?></a>
 435   </td>
 436   <td class="detail">
 437    &nbsp;<? echo $svcdate ?>
 438   </td>
 439   <td class="detail">
 440    &nbsp;<? echo $row['duedate'] ?>
 441   </td>
 442   <td class="detail" align="right">
 443    <? bucks($row['amount']) ?>&nbsp;
 444   </td>
 445   <td class="detail" align="right">
 446    <? bucks($row['paid']) ?>&nbsp;
 447   </td>
 448   <td class="detail" align="right">
 449    <? bucks($row['amount'] - $row['paid']) ?>&nbsp;
 450   </td>
 451   <td class="detail" align="center">
 452    <? echo $duncount ? $duncount : "&nbsp;" ?>
 453   </td>
 454   <td class="detail" align="center">
 455    <input type='checkbox' name='form_cb[<? echo($row['id']) ?>]'<? echo $isdue ?> />
 456   </td>
 457  </tr>
 458 <?
 459     }
 460   }
 461   SLClose();
 462 ?>
 463
 464 </table>
 465
 466 <p>
 467 <input type='button' value='Select All' onclick='checkAll(true)' /> &nbsp;
 468 <input type='button' value='Clear All' onclick='checkAll(false)' /> &nbsp;
 469 <input type='submit' name='form_print' value='Print Selected Statements' /> &nbsp;
 470 <input type='checkbox' name='form_without' value='1' /> Without Update
 471 </p>
 472
 473 </form>
 474 </center>
 475 <script>
 476 <?
 477         if ($alertmsg) {
 478                 echo "alert('$alertmsg');\n";
 479         }
 480 ?>
 481 </script>
 482 </body>
 483 </html>