interface/billing/sl_receipts_report.php

   1 <?
   2   // This module was written for one of my clients to report on cash
   3   // receipts by practitioner.  It is not as complete as it should be
   4   // but I wanted to make the code available to the project because
   5   // many other practices have this same need. - rod@sunsetsystems.com
   6
   7   include_once("../globals.php");
   8   include_once("../../library/patient.inc");
   9   include_once("../../library/sql-ledger.inc");
  10   include_once("../../library/acl.inc");
  11
  12   // This determines if a particular procedure code corresponds to receipts
  13   // for the "Clinic" column as opposed to receipts for the practitioner.  Each
  14   // practice will have its own policies in this regard, so you'll probably
  15   // have to customize this function.  If you use the "fee sheet" encounter
  16   // form then the code below may work for you.
  17   //
  18   include_once("../forms/fee_sheet/codes.php");
  19   function is_clinic($code) {
  20     global $cpt, $hcpcs;
  21     return ($cpt['Lab'][$code] || $cpt['Immunizations'][$code] ||
  22       $hcpcs['Therapeutic Injections'][$code]);
  23   }
  24
  25   function bucks($amount) {
  26     if ($amount)
  27       printf("%.2f", $amount);
  28   }
  29
  30   if (! acl_check('acct', 'rep')) die("Unauthorized access.");
  31
  32   SLConnect();
  33 ?>
  34 <html>
  35 <head>
  36 <title>Receipts for Medical Services</title>
  37 </head>
  38
  39 <body leftmargin='0' topmargin='0' marginwidth='0' marginheight='0'>
  40 <center>
  41
  42 <h2>Cash Receipts</h2>
  43
  44 <form method='post' action='sl_receipts_report.php'>
  45
  46 <table border='0' cellpadding='3'>
  47
  48  <tr>
  49   <td>
  50 <?
  51         if (acl_check('acct', 'rep_a')) {
  52                 // Build a drop-down list of providers.
  53                 //
  54                 $query = "select id, lname, fname from users where " .
  55                         "authorized = 1 order by lname, fname";
  56                 $res = sqlStatement($query);
  57                 echo "   <select name='form_doctor'>\n";
  58                 echo "    <option value=''>All Providers\n";
  59                 while ($row = sqlFetchArray($res)) {
  60                         $provid = $row['id'];
  61                         echo "    <option value='$provid'";
  62                         if ($provid == $_POST['form_doctor']) echo " selected";
  63                         echo ">" . $row['lname'] . ", " . $row['fname'] . "\n";
  64                 }
  65                 echo "   </select>\n";
  66         } else {
  67                 echo "<input type='hidden' name='form_doctor' value='" . $_SESSION['authUserID'] . "'>";
  68         }
  69 ?>
  70    &nbsp;From:
  71    <input type='text' name='form_from_date' size='10' value='<? echo $_POST['form_from_date']; ?>' title='MM/DD/YYYY'>
  72    &nbsp;To:
  73    <input type='text' name='form_to_date' size='10' value='<? echo $_POST['form_to_date']; ?>' title='MM/DD/YYYY'>
  74    &nbsp;
  75    <input type='checkbox' name='form_details' value='1'<? if ($_POST['form_details']) echo " checked"; ?>>Details
  76    &nbsp;
  77    <input type='submit' name='form_refresh' value='Refresh'>
  78   </td>
  79  </tr>
  80
  81  <tr>
  82   <td height="1">
  83   </td>
  84  </tr>
  85
  86 </table>
  87
  88 <table border='0' cellpadding='1' cellspacing='2' width='98%'>
  89
  90  <tr bgcolor="#dddddd">
  91   <td class="dehead">
  92    Practitioner
  93   </td>
  94   <td class="dehead">
  95    Date
  96   </td>
  97   <td class="dehead">
  98    Invoice
  99   </td>
 100   <td class="dehead">
 101    Procedure
 102   </td>
 103   <td class="dehead" align="right">
 104    Prof.
 105   </td>
 106   <td class="dehead" align="right">
 107    Clinic
 108   </td>
 109  </tr>
 110 <?
 111   $chart_id_cash = SLQueryValue("select id from chart where accno = '$sl_cash_acc'");
 112   if ($sl_err) die($sl_err);
 113
 114   if ($_POST['form_refresh']) {
 115     $form_doctor = $_POST['form_doctor'];
 116     $from_date = fixDate($_POST['form_from_date']);
 117     $to_date   = fixDate($_POST['form_to_date']);
 118
 119     $query = "select acc_trans.amount, acc_trans.transdate, acc_trans.memo, " .
 120       "ar.invnumber, ar.employee_id from acc_trans, ar where " .
 121       "acc_trans.chart_id = $chart_id_cash and " .
 122       "acc_trans.transdate >= '$from_date' and " .
 123       "acc_trans.transdate <= '$to_date' and " .
 124       "ar.id = acc_trans.trans_id";
 125
 126     if ($form_doctor) {
 127       $tmp = sqlQuery("select foreign_id from integration_mapping where " .
 128         "foreign_table = 'salesman' and local_id = $form_doctor");
 129       // $emplid = SLQueryValue("select id from employee where employeenumber = " .
 130       //   $tmp['foreign_id']);
 131       $emplid = $tmp['foreign_id'];
 132       $query .= " and ar.employee_id = $emplid";
 133     }
 134
 135     $query .= " order by ar.employee_id, acc_trans.transdate, ar.invnumber, acc_trans.memo";
 136
 137     echo "<!-- $query -->\n";
 138
 139     $t_res = SLQuery($query);
 140     if ($sl_err) die($sl_err);
 141
 142     $docname     = "";
 143     $docnameleft = "";
 144     $docid       = 0;
 145     $doctotal1   = 0;
 146     $grandtotal1 = 0;
 147     $doctotal2   = 0;
 148     $grandtotal2 = 0;
 149
 150     for ($irow = 0; $irow < SLRowCount($t_res); ++$irow) {
 151       $row = SLGetRow($t_res, $irow);
 152       $amount1 = 0;
 153       $amount2 = 0;
 154       if (is_clinic($row['memo']))
 155         $amount2 -= $row['amount'];
 156       else
 157         $amount1 -= $row['amount'];
 158
 159       if ($docid != $row['employee_id']) {
 160         if ($docid) {
 161           // Print doc totals.
 162 ?>
 163
 164  <tr bgcolor="#ddddff">
 165   <td class="detail" colspan="4">
 166    Totals for <? echo $docname ?>
 167   </td>
 168   <td class="dehead" align="right">
 169    <? bucks($doctotal1) ?>
 170   </td>
 171   <td class="dehead" align="right">
 172    <? bucks($doctotal2) ?>
 173   </td>
 174  </tr>
 175 <?
 176         }
 177         $doctotal1 = 0;
 178         $doctotal2 = 0;
 179         $docid = $row['employee_id'];
 180         $docname = SLQueryValue("select name from employee where id = $docid");
 181         $docnameleft = $docname;
 182       }
 183
 184       if ($_POST['form_details']) {
 185 ?>
 186
 187  <tr>
 188   <td class="detail">
 189    <? echo $docnameleft; $docnameleft = "&nbsp;" ?>
 190   </td>
 191   <td class="dehead">
 192    <? echo $row['transdate'] ?>
 193   </td>
 194   <td class="detail">
 195    <? echo $row['invnumber'] ?>
 196   </td>
 197   <td class="dehead">
 198    <? echo $row['memo'] ?>
 199   </td>
 200   <td class="dehead" align="right">
 201    <? bucks($amount1) ?>
 202   </td>
 203   <td class="dehead" align="right">
 204    <? bucks($amount2) ?>
 205   </td>
 206  </tr>
 207 <?
 208       }
 209       $doctotal1   += $amount1;
 210       $doctotal2   += $amount2;
 211       $grandtotal1 += $amount1;
 212       $grandtotal2 += $amount2;
 213     }
 214 ?>
 215
 216  <tr bgcolor="#ddddff">
 217   <td class="detail" colspan="4">
 218    Totals for <? echo $docname ?>
 219   </td>
 220   <td class="dehead" align="right">
 221    <? bucks($doctotal1) ?>
 222   </td>
 223   <td class="dehead" align="right">
 224    <? bucks($doctotal2) ?>
 225   </td>
 226  </tr>
 227
 228  <tr bgcolor="#ffdddd">
 229   <td class="detail" colspan="4">
 230    Grand Totals
 231   </td>
 232   <td class="dehead" align="right">
 233    <? bucks($grandtotal1) ?>
 234   </td>
 235   <td class="dehead" align="right">
 236    <? bucks($grandtotal2) ?>
 237   </td>
 238  </tr>
 239
 240 <?
 241   }
 242   SLClose();
 243 ?>
 244
 245 </table>
 246 </form>
 247 </center>
 248 </body>
 249 </html>