interface/reports/daily_summary_report.php

   1 <?php
   2 /*
   3  *  Daily Summary Report. (/interface/reports/daily_summary_report.php)
   4  *
   5  *
   6  *  This report shows date wise numbers of the Appointments Scheduled,
   7  *  New Patients, Visited patients, Total Charges, Total Co-pay and Balance amount for the selected facility & providers wise.
   8  *
   9  * Copyright (C) 2016 Rishabh Software
  10  * Copyright (C) 2017 Brady Miller <brady.g.miller@gmail.com>
  11  *
  12  * LICENSE: This program is free software; you can redistribute it and/or
  13  * modify it under the terms of the GNU General Public License
  14  * as published by the Free Software Foundation; either version 3
  15  * of the License, or (at your option) any later version.
  16  * This program is distributed in the hope that it will be useful,
  17  * but WITHOUT ANY WARRANTY; without even the implied warranty of
  18  * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  19  * GNU General Public License for more details.
  20  * You should have received a copy of the GNU General Public License
  21  * along with this program. If not, see <http://opensource.org/licenses/gpl-license.php>;.
  22  *
  23  * @package OpenEMR
  24  * @author Rishabh Software
  25  * @author Brady Miller <brady.g.miller@gmail.com>
  26  * @link http://www.open-emr.org
  27  *
  28  */
  29
  30
  31
  32 use OpenEMR\Core\Header;
  33
  34 require_once("../globals.php");
  35 require_once "$srcdir/options.inc.php";
  36 require_once "$srcdir/appointments.inc.php";
  37
  38 $facilityService = new \services\FacilityService();
  39
  40 $selectedFromDate = isset($_POST['form_from_date']) ? $_POST['form_from_date'] : date('Y-m-d'); // From date filter
  41 $selectedToDate = isset($_POST['form_to_date']) ? $_POST['form_to_date'] : date('Y-m-d');   // To date filter
  42 $selectedFacility = isset($_POST['form_facility']) ? $_POST['form_facility'] : "";  // facility filter
  43 $selectedProvider = isset($_POST['form_provider']) ? $_POST['form_provider'] : "";  // provider filter
  44
  45 $from_date = fixDate($selectedFromDate, date('Y-m-d'));
  46 $to_date = fixDate($selectedToDate, date('Y-m-d'));
  47 ?>
  48
  49 <html>
  50     <head>
  51
  52         <?php Header::setupHeader(['datetime-picker', 'report-helper']); ?>
  53
  54         <script type="text/javascript">
  55
  56
  57             var mypcc = '<?php echo $GLOBALS['phone_country_code'] ?>';
  58
  59             function submitForm() {
  60                 var fromDate = $("#form_from_date").val();
  61                 var toDate = $("#form_to_date").val();
  62
  63                 if (fromDate === '') {
  64                     alert("<?php echo xls('Please select From date'); ?>");
  65                     return false;
  66                 }
  67                 if (toDate === '') {
  68                     alert("<?php echo xls('Please select To date'); ?>");
  69                     return false;
  70                 }
  71                 if (Date.parse(fromDate) > Date.parse(toDate)) {
  72                     alert("<?php echo xls('From date should be less than To date'); ?>");
  73                     return false;
  74                 }
  75                 else {
  76                     $("#form_refresh").attr("value", "true");
  77                     $("#report_form").submit();
  78                 }
  79             }
  80
  81             $( document ).ready(function(){
  82                 $('.datepicker').datetimepicker({
  83                     <?php $datetimepicker_timepicker = false; ?>
  84                     <?php $datetimepicker_showseconds = false; ?>
  85                     <?php $datetimepicker_formatInput = false; ?>
  86                     <?php require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?>
  87                     <?php // can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
  88                 });
  89             });
  90
  91         </script>
  92
  93     </head>
  94
  95     <body class="body_top">
  96
  97         <span class='title'><?php echo xlt('Daily Summary Report'); ?></span>
  98         <!-- start of search parameters -->
  99         <form method='post' name='report_form' id='report_form' action='' onsubmit='return top.restoreSession()'>
 100             <div id="report_parameters">
 101                 <table class="tableonly">
 102                     <tr>
 103                         <td width='745px'>
 104                             <div style='float: left'>
 105                                 <table class='text'>
 106                                     <tr>
 107                                         <td class='control-label'><?php echo xlt('Facility'); ?>:</td>
 108                                         <td><?php dropdown_facility($selectedFacility, 'form_facility', false); ?></td>
 109                                         <td class='control-label'><?php echo xlt('From'); ?>:</td>
 110                                         <td>
 111                                             <input type='text' name='form_from_date' id="form_from_date"
 112                                                    class='datepicker form-control'
 113                                                    size='10' value='<?php echo attr($from_date) ?>'
 114                                                    title='yyyy-mm-dd'>
 115                                         </td>
 116                                         <td class='control-label'><?php echo xlt('To'); ?>:</td>
 117                                         <td>
 118                                             <input type='text' name='form_to_date' id="form_to_date"
 119                                                    class='datepicker form-control'
 120                                                    size='10' value='<?php echo attr($to_date) ?>'
 121                                                    title='yyyy-mm-dd'>
 122                                         </td>
 123                                         <td class='control-label'><?php echo xlt('Provider'); ?>:</td>
 124                                         <td>
 125                                             <?php
 126                                             generate_form_field(array('data_type' => 10, 'field_id' => 'provider',
 127                                             'empty_title' => '-- All Providers --'), $selectedProvider);
 128                                             ?>
 129                                         </td>
 130                                 </table>
 131                             </div>
 132                         </td>
 133                         <td align='left' valign='middle' height="100%">
 134                             <table style='border-left: 1px solid; width: 100%; height: 100%'>
 135                                 <tr>
 136                                     <td>
 137                                         <div class="text-center">
 138                                             <div class="btn-group" role="group">
 139                                                 <a href='#' class='btn btn-default btn-save' onclick='return submitForm();'>
 140                                                     <?php echo xlt('Submit'); ?>
 141                                                 </a>
 142                                                 <a href='' class="btn btn-default btn-refresh" id='new0' onClick=" return top.window.parent.left_nav.loadFrame2('new0', 'RTop', 'reports/daily_summary_report.php')">
 143                                                     <?php echo xlt('Reset'); ?>
 144                                                 </a>
 145                                             </div>
 146                                         </div>
 147                                     </td>
 148                                 </tr>
 149                             </table>
 150                         </td>
 151                     </tr>
 152                 </table>
 153                 <input type='hidden' name='form_refresh' id='form_refresh' value='' />
 154             </div>
 155         </form>
 156         <!-- end of search parameters -->
 157
 158         <?php
 159         $dateSet = $facilitySet = 0;
 160         if (!empty($selectedFromDate) && !empty($selectedToDate)) {
 161             $dateSet = 1;
 162         }
 163
 164         if (isset($selectedFacility) && !empty($selectedFacility)) {
 165             $facilitySet = 1;
 166         }
 167
 168         // define all the variables as initial blank array
 169         $facilities = $totalAppointment = $totalNewPatient = $totalVisit = $totalPayment = $dailySummaryReport = $totalPaid = array();
 170
 171         // define all the where condition variable as initial value set 1=1
 172         $whereTotalVisitConditions = $whereTotalPaymentConditions = $wherePaidConditions = $whereNewPatientConditions = '1 = 1 ';
 173
 174         // fetch all facility from the table
 175         $facilityRecords = $facilityService->getAll();
 176         foreach ($facilityRecords as $facilityList) {
 177             if (1 === $facilitySet && $facilityList['id'] == $selectedFacility) {
 178                 $facilities[$facilityList['id']] = $facilityList['name'];
 179             }
 180
 181             if (empty($selectedFacility)) {
 182                 $facilities[$facilityList['id']] = $facilityList['name'];
 183             }
 184         }
 185
 186         // define provider and facility as null
 187         $providerID = $facilityID = null;
 188         // define all the bindarray variables as initial blank array
 189         $sqlBindArrayAppointment = $sqlBindArrayTotalVisit = $sqlBindArrayTotalPayment = $sqlBindArrayPaid = $sqlBindArrayNewPatient = array();
 190
 191         // make all condition on by default today's date
 192         if ($dateSet != 1 && $facilitySet != 1) {
 193             $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) = ? ';
 194             array_push($sqlBindArrayNewPatient, date("Y-m-d"));
 195             $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) = ? ';
 196             array_push($sqlBindArrayTotalVisit, date("Y-m-d"));
 197             $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`)  = ? ';
 198             array_push($sqlBindArrayTotalPayment, date("Y-m-d"));
 199             $wherePaidConditions .= ' AND DATE(`p`.`dtime`)  = ? ';
 200             array_push($sqlBindArrayPaid, date("Y-m-d"));
 201         }
 202
 203         // if search based on facility then append condition for facility search
 204         if (1 === $facilitySet) {
 205             $facilityID = $selectedFacility;
 206             $whereNewPatientConditions .= ' AND `f`.`id` = ?';
 207             array_push($sqlBindArrayNewPatient, $selectedFacility);
 208             $whereTotalVisitConditions .= ' AND `f`.`id` = ?';
 209             array_push($sqlBindArrayTotalVisit, $selectedFacility);
 210             $whereTotalPaymentConditions .= ' AND `f`.`id` = ?';
 211             array_push($sqlBindArrayTotalPayment, $selectedFacility);
 212             $wherePaidConditions .= ' AND `f`.`id` = ?';
 213             array_push($sqlBindArrayPaid, $selectedFacility);
 214         }
 215
 216         // if date range wise search then append condition for date search
 217         if (1 === $dateSet) {
 218             $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) BETWEEN ? AND ?';
 219             array_push($sqlBindArrayNewPatient, $selectedFromDate, $selectedToDate);
 220             $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) BETWEEN ? AND ?';
 221             array_push($sqlBindArrayTotalVisit, $selectedFromDate, $selectedToDate);
 222             $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) BETWEEN ? AND ?';
 223             array_push($sqlBindArrayTotalPayment, $selectedFromDate, $selectedToDate);
 224             $wherePaidConditions .= ' AND DATE(`p`.`dtime`) BETWEEN ? AND ?';
 225             array_push($sqlBindArrayPaid, $selectedFromDate, $selectedToDate);
 226         }
 227
 228         // if provider selected then append condition for provider
 229         if (isset($selectedProvider) && !empty($selectedProvider)) {
 230             $providerID = $selectedProvider;
 231             $whereNewPatientConditions .= ' AND `OPE`.`pc_aid` = ?';
 232             array_push($sqlBindArrayNewPatient, $selectedProvider);
 233             $whereTotalVisitConditions .= ' AND `fc`.`provider_id` = ?';
 234             array_push($sqlBindArrayTotalVisit, $selectedProvider);
 235             $whereTotalPaymentConditions .= ' AND `fe`.`provider_id` = ?';
 236             array_push($sqlBindArrayTotalPayment, $selectedProvider);
 237             $wherePaidConditions .= ' AND `fe`.`provider_id` = ?';
 238             array_push($sqlBindArrayPaid, $selectedProvider);
 239         }
 240
 241         // pass last parameter as Boolean,  which is getting the facility name in the resulted array
 242         $totalAppointmentSql = fetchAppointments($from_date, $to_date, null, $providerID, $facilityID);
 243         if (count($totalAppointmentSql) > 0) { // check if $totalAppointmentSql array has value
 244             foreach ($totalAppointmentSql as $appointment) {
 245                 $eventDate = $appointment['pc_eventDate'];
 246                 $facility = $appointment['name'];
 247                 $providerName = $appointment['ufname'] . ' ' . $appointment['ulname'];
 248
 249                 // initialize each level of the data structure if it doesn't already exist
 250                 if (!isset($totalAppointment[$eventDate])) {
 251                     $totalAppointment[$eventDate] = [];
 252                 }
 253
 254                 if (!isset($totalAppointment[$eventDate][$facility])) {
 255                     $totalAppointment[$eventDate][$facility] = [];
 256                 }
 257
 258                 if (!isset($totalAppointment[$eventDate][$facility][$providerName])) {
 259                     $totalAppointment[$eventDate][$facility][$providerName] = [];
 260                 }
 261
 262                 // initialize the number of appointment to 0
 263                 if (!isset($totalAppointment[$eventDate][$facility][$providerName]['appointments'])) {
 264                     $totalAppointment[$eventDate][$facility][$providerName]['appointments'] = 0;
 265                 }
 266
 267                 // increment the number of appointments
 268                 $totalAppointment[$eventDate][$facility][$providerName]['appointments']++;
 269             }
 270         }
 271
 272         //Count Total New Patient
 273         $newPatientSql = sqlStatement("SELECT `OPE`.`pc_eventDate` , `f`.`name` AS facility_Name , count( * ) AS totalNewPatient, `PD`.`providerID`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
 274                                         FROM `patient_data` AS PD
 275                                         LEFT JOIN `openemr_postcalendar_events` AS OPE ON ( `OPE`.`pc_pid` = `PD`.`pid` )
 276                                         LEFT JOIN `facility` AS f ON ( `OPE`.`pc_facility` = `f`.`id` )
 277                                         LEFT JOIN `users` AS u ON ( `OPE`.`pc_aid` = `u`.`id` )
 278                                         WHERE `OPE`.`pc_title` = 'New Patient'
 279                                         AND  $whereNewPatientConditions
 280                                         GROUP BY `f`.`id` , `OPE`.`pc_eventDate`,provider_name
 281                                         ORDER BY `OPE`.`pc_eventDate` ASC", $sqlBindArrayNewPatient);
 282
 283
 284
 285         while ($totalNewPatientRecord = sqlFetchArray($newPatientSql)) {
 286             $totalNewPatient[$totalNewPatientRecord['pc_eventDate']][$totalNewPatientRecord['facility_Name']][$totalNewPatientRecord['provider_name']]['newPatient'] = $totalNewPatientRecord['totalNewPatient'];
 287         }
 288
 289         //Count Total Visit
 290         $totalVisitSql = sqlStatement("SELECT DATE( `fc`.`date` ) AS Date,`f`.`name` AS facility_Name, count( * ) AS totalVisit, `fc`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
 291                                                                     FROM `form_encounter` AS fc
 292                                                                     LEFT JOIN `facility` AS f ON ( `fc`.`facility_id` = `f`.`id` )
 293                                                                     LEFT JOIN `users` AS u ON ( `fc`.`provider_id` = `u`.`id` )
 294                                                                     WHERE $whereTotalVisitConditions
 295                                                                     GROUP BY `fc`.`facility_id`, DATE( `fc`.`date` ),provider_name ORDER BY DATE( `fc`.`date` ) ASC", $sqlBindArrayTotalVisit);
 296
 297         while ($totalVisitRecord = sqlFetchArray($totalVisitSql)) {
 298             $totalVisit[$totalVisitRecord['Date']][$totalVisitRecord['facility_Name']][$totalVisitRecord['provider_name']]['visits'] = $totalVisitRecord['totalVisit'];
 299         }
 300
 301         //Count Total Payments for only active records i.e. activity = 1
 302         $totalPaymetsSql = sqlStatement("SELECT DATE( `b`.`date` ) AS Date, `f`.`name` AS facilityName, SUM( `b`.`fee` ) AS totalpayment, `fe`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
 303                                                                     FROM `facility` AS f
 304                                                                     LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
 305                                                                     LEFT JOIN `billing` AS b ON ( `fe`.`encounter` = `b`.`encounter` )
 306                                                                     LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
 307                                                                     WHERE `b`.`activity` =1 AND
 308                                                                     $whereTotalPaymentConditions
 309                                                                     GROUP BY `b`.`encounter`,Date,provider_name ORDER BY Date ASC", $sqlBindArrayTotalPayment);
 310
 311         while ($totalPaymentRecord = sqlFetchArray($totalPaymetsSql)) {
 312             $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] += $totalPaymentRecord['totalpayment'];
 313         }
 314
 315         // total paid amount
 316         $totalPaidAmountSql = sqlStatement("SELECT DATE( `p`.`dtime` ) AS Date,`f`.`name` AS facilityName, SUM( `p`.`amount1` ) AS totalPaidAmount, `fe`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
 317                                                                         FROM `facility` AS f
 318                                                                         LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
 319                                                                         LEFT JOIN `payments` AS p ON ( `fe`.`encounter` = `p`.`encounter` )
 320                                                                         LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
 321                                                                         WHERE $wherePaidConditions
 322                                                                         GROUP BY `p`.`encounter`, Date,provider_name ORDER BY Date ASC", $sqlBindArrayPaid);
 323
 324
 325         while ($totalPaidRecord = sqlFetchArray($totalPaidAmountSql)) {
 326             $totalPaid[$totalPaidRecord['Date']][$totalPaidRecord['facilityName']][$totalPaidRecord['provider_name']]['paidAmount'] += $totalPaidRecord['totalPaidAmount'];
 327         }
 328
 329         // merge all array recursive in to one array
 330         $dailySummaryReport = array_merge_recursive($totalAppointment, $totalNewPatient, $totalVisit, $totalPayment, $totalPaid);
 331         ?>
 332
 333         <div id="report_results" style="font-size: 12px">
 334             <?php echo '<b>' . xlt('From') . '</b> ' . $from_date . ' <b>' . xlt('To') . '</b> ' . $to_date; ?>
 335
 336             <table class="flowboard" cellpadding='5' cellspacing='2' id="ds_report">
 337                 <tr class="head">
 338
 339                     <td><?php echo xlt('Date'); ?></td>
 340                     <td><?php echo xlt('Facility'); ?></td>
 341                     <td><?php echo xlt('Provider'); ?></td>
 342                     <td><?php echo xlt('Appointments'); ?></td>
 343                     <td><?php echo xlt('New Patients'); ?></td>
 344                     <td><?php echo xlt('Visited Patients'); ?></td>
 345                     <td><?php echo xlt('Total Charges'); ?></td>
 346                     <td><?php echo xlt('Total Co-Pay'); ?></td>
 347                     <td><?php echo xlt('Balance Payment'); ?></td>
 348                 </tr>
 349                 <?php
 350                 if (count($dailySummaryReport) > 0) { // check if daily summary array has value
 351                     foreach ($dailySummaryReport as $date => $dataValue) { //   daily summary array which consists different/dynamic values
 352                         foreach ($facilities as $facility) { // facility array
 353                             if (isset($dataValue[$facility])) {
 354                                 foreach ($dataValue[$facility] as $provider => $information) { // array which consists different/dynamic values
 355                                     ?>
 356                                     <tr>
 357                                         <td><?php echo text($date) ?></td>
 358                                         <td><?php echo text($facility); ?></td>
 359                                         <td><?php echo text($provider); ?></td>
 360                                         <td><?php echo isset($information['appointments']) ? text($information['appointments']) : 0; ?></td>
 361                                         <td><?php echo isset($information['newPatient']) ? text($information['newPatient']) : 0; ?></td>
 362                                         <td><?php echo isset($information['visits']) ? text($information['visits']) : 0; ?></td>
 363                                         <td align="right"><?php echo isset($information['payments']) ? text(number_format($information['payments'], 2)) : number_format(0, 2); ?></td>
 364                                         <td align="right"><?php echo isset($information['paidAmount']) ? text(number_format($information['paidAmount'], 2)) : number_format(0, 2); ?></td>
 365                                         <td align="right">
 366                                             <?php
 367                                             if (isset($information['payments']) || isset($information['paidAmount'])) {
 368                                                 $dueAmount = number_format(str_replace(",", "", $information['payments']) - str_replace(",", "", $information['paidAmount']), 2);
 369                                             } else {
 370                                                 $dueAmount = number_format(0, 2);
 371                                             }
 372
 373                                             echo text($dueAmount);
 374                                             ?>
 375                                         </td>
 376                                     </tr>
 377                                     <?php
 378                                     if (count($dailySummaryReport) > 0) { // calculate the total count of the appointments, new patient,visits, payments, paid amount and due amount
 379                                         $totalAppointments += $information['appointments'];
 380                                         $totalNewRegisterPatient += $information['newPatient'];
 381                                         $totalVisits += $information['visits'];
 382                                         $totalPayments += str_replace(",", "", $information['payments']);
 383                                         $totalPaidAmount += str_replace(",", "", $information['paidAmount']);
 384                                         $totalDueAmount += $dueAmount;
 385                                     }
 386                                 }
 387                             }
 388                         }
 389                     }
 390                     ?>
 391                     <!--display total count-->
 392                     <tr class="totalrow">
 393                         <td><?php echo xlt("Total"); ?></td>
 394                         <td>-</td>
 395                         <td>-</td>
 396                         <td><?php echo text($totalAppointments); ?></td>
 397                         <td><?php echo text($totalNewRegisterPatient); ?></td>
 398                         <td><?php echo text($totalVisits); ?></td>
 399                         <td align="right"><?php echo text(number_format($totalPayments, 2)); ?></td>
 400                         <td align="right"><?php echo text(number_format($totalPaidAmount, 2)); ?></td>
 401                         <td align="right"><?php echo text(number_format($totalDueAmount, 2)); ?></td>
 402                     </tr>
 403                     <?php
 404                 } else { // if there are no records then display message
 405                     ?>
 406                     <tr>
 407                         <td colspan="9" style="text-align:center;font-weight:bold;"> <?php echo xlt("There are no record(s) found."); ?></td>
 408                     </tr><?php
 409                 } ?>
 410
 411             </table>
 412         </div>
 413     </body>
 414
 415 </html>