interface/reports/appt_encounter_report.php

   1 <?php
   2 /*
   3  * This report cross-references appointments with encounters.
   4  * For a given date, show a line for each appointment with the
   5  * matching encounter, and also for each encounter that has no
   6  * matching appointment.  This helps to catch these errors:
   7  *
   8  * * Appointments with no encounter
   9  * * Encounters with no appointment
  10  * * Codes not justified
  11  * * Codes not authorized
  12  * * Procedure codes without a fee
  13  * * Fees assigned to diagnoses (instead of procedures)
  14  * * Encounters not billed
  15  *
  16  * For decent performance the following indexes are highly recommended:
  17  *   openemr_postcalendar_events.pc_eventDate
  18  *   forms.encounter
  19  *   billing.pid_encounter
  20  *
  21  *
  22  * Copyright (C) 2005-2016 Rod Roark <rod@sunsetsystems.com>
  23  * Copyright (C) 2017 Brady Miller <brady.g.miller@gmail.com>
  24  *
  25  * LICENSE: This program is free software; you can redistribute it and/or
  26  * modify it under the terms of the GNU General Public License
  27  * as published by the Free Software Foundation; either version 3
  28  * of the License, or (at your option) any later version.
  29  * This program is distributed in the hope that it will be useful,
  30  * but WITHOUT ANY WARRANTY; without even the implied warranty of
  31  * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  32  * GNU General Public License for more details.
  33  * You should have received a copy of the GNU General Public License
  34  * along with this program. If not, see <http://opensource.org/licenses/gpl-license.php>;.
  35  *
  36  * @package OpenEMR
  37  * @author Rod Roark <rod@sunsetsystems.com>
  38  * @author Brady Miller <brady.g.miller@gmail.com>
  39  * @link http://www.open-emr.org
  40  *
  41  */
  42
  43
  44 require_once("../globals.php");
  45 require_once("$srcdir/patient.inc");
  46 require_once("../../custom/code_types.inc.php");
  47 require_once("$srcdir/billing.inc");
  48
  49  $errmsg  = "";
  50  $alertmsg = ''; // not used yet but maybe later
  51  $grand_total_charges    = 0;
  52  $grand_total_copays     = 0;
  53  $grand_total_encounters = 0;
  54
  55 function postError($msg) {
  56   global $errmsg;
  57   if ($errmsg) $errmsg .= '<br />';
  58   $errmsg .= $msg;
  59 }
  60
  61  function bucks($amount) {
  62   if ($amount) echo oeFormatMoney($amount);
  63  }
  64
  65  function endDoctor(&$docrow) {
  66   global $grand_total_charges, $grand_total_copays, $grand_total_encounters;
  67   if (!$docrow['docname']) return;
  68
  69   echo " <tr class='report_totals'>\n";
  70   echo "  <td colspan='5'>\n";
  71   echo "   &nbsp;" . xl('Totals for','','',' ') . $docrow['docname'] . "\n";
  72   echo "  </td>\n";
  73   echo "  <td align='right'>\n";
  74   echo "   &nbsp;" . $docrow['encounters'] . "&nbsp;\n";
  75   echo "  </td>\n";
  76   echo "  <td align='right'>\n";
  77   echo "   &nbsp;"; bucks($docrow['charges']); echo "&nbsp;\n";
  78   echo "  </td>\n";
  79   echo "  <td align='right'>\n";
  80   echo "   &nbsp;"; bucks($docrow['copays']); echo "&nbsp;\n";
  81   echo "  </td>\n";
  82   echo "  <td colspan='2'>\n";
  83   echo "   &nbsp;\n";
  84   echo "  </td>\n";
  85   echo " </tr>\n";
  86
  87   $grand_total_charges     += $docrow['charges'];
  88   $grand_total_copays      += $docrow['copays'];
  89   $grand_total_encounters  += $docrow['encounters'];
  90
  91   $docrow['charges']     = 0;
  92   $docrow['copays']      = 0;
  93   $docrow['encounters']  = 0;
  94  }
  95
  96  $form_facility  = isset($_POST['form_facility']) ? $_POST['form_facility'] : '';
  97  $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  98  $form_to_date = fixDate($_POST['form_to_date'], date('Y-m-d'));
  99  if ($_POST['form_refresh']) {
 100   $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
 101   $form_to_date = fixDate($_POST['form_to_date'], "");
 102
 103   // MySQL doesn't grok full outer joins so we do it the hard way.
 104   //
 105   $query = "( " .
 106    "SELECT " .
 107    "e.pc_eventDate, e.pc_startTime, " .
 108    "fe.encounter, fe.date AS encdate, " .
 109    "f.authorized, " .
 110    "p.fname, p.lname, p.pid, p.pubpid, " .
 111    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
 112    "FROM openemr_postcalendar_events AS e " .
 113    "LEFT OUTER JOIN form_encounter AS fe " .
 114    "ON fe.date = e.pc_eventDate AND fe.pid = e.pc_pid " .
 115    "LEFT OUTER JOIN forms AS f ON f.pid = fe.pid AND f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
 116    "LEFT OUTER JOIN patient_data AS p ON p.pid = e.pc_pid " .
 117    // "LEFT OUTER JOIN users AS u ON BINARY u.username = BINARY f.user WHERE ";
 118    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 119   if ($form_to_date) {
 120    $query .= "e.pc_eventDate >= '$form_from_date' AND e.pc_eventDate <= '$form_to_date' ";
 121   } else {
 122    $query .= "e.pc_eventDate = '$form_from_date' ";
 123   }
 124   if ($form_facility !== '') {
 125    $query .= "AND e.pc_facility = '" . add_escape_custom($form_facility) . "' ";
 126   }
 127   // $query .= "AND ( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 128   $query .= "AND e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 129    ") UNION ( " .
 130    "SELECT " .
 131    "e.pc_eventDate, e.pc_startTime, " .
 132    "fe.encounter, fe.date AS encdate, " .
 133    "f.authorized, " .
 134    "p.fname, p.lname, p.pid, p.pubpid, " .
 135    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
 136    "FROM form_encounter AS fe " .
 137    "LEFT OUTER JOIN openemr_postcalendar_events AS e " .
 138    "ON fe.date = e.pc_eventDate AND fe.pid = e.pc_pid AND " .
 139    // "( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 140    "e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 141    "LEFT OUTER JOIN forms AS f ON f.pid = fe.pid AND f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
 142    "LEFT OUTER JOIN patient_data AS p ON p.pid = fe.pid " .
 143    // "LEFT OUTER JOIN users AS u ON BINARY u.username = BINARY f.user WHERE ";
 144    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 145   if ($form_to_date) {
 146    // $query .= "LEFT(fe.date, 10) >= '$form_from_date' AND LEFT(fe.date, 10) <= '$form_to_date' ";
 147    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_to_date 23:59:59' ";
 148   } else {
 149    // $query .= "LEFT(fe.date, 10) = '$form_from_date' ";
 150    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_from_date 23:59:59' ";
 151   }
 152   if ($form_facility !== '') {
 153    $query .= "AND fe.facility_id = '" . add_escape_custom($form_facility) . "' ";
 154   }
 155   $query .= ") ORDER BY docname, IFNULL(pc_eventDate, encdate), pc_startTime";
 156
 157   $res = sqlStatement($query);
 158  }
 159 ?>
 160 <html>
 161 <head>
 162 <?php html_header_show();?>
 163 <link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
 164 <link rel="stylesheet" href="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-datetimepicker-2-5-4/build/jquery.datetimepicker.min.css">
 165
 166 <style type="text/css">
 167
 168 /* specifically include & exclude from printing */
 169 @media print {
 170     #report_parameters {
 171         visibility: hidden;
 172         display: none;
 173     }
 174     #report_parameters_daterange {
 175         visibility: visible;
 176         display: inline;
 177     }
 178     #report_results table {
 179        margin-top: 0px;
 180     }
 181 }
 182
 183 /* specifically exclude some from the screen */
 184 @media screen {
 185     #report_parameters_daterange {
 186         visibility: hidden;
 187         display: none;
 188     }
 189 }
 190
 191 </style>
 192 <title><?php  xl('Appointments and Encounters','e'); ?></title>
 193
 194 <script type="text/javascript" src="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-min-3-1-1/index.js"></script>
 195 <script type="text/javascript" src="../../library/js/report_helper.js?v=<?php echo $v_js_includes; ?>"></script>
 196 <script type="text/javascript" src="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-datetimepicker-2-5-4/build/jquery.datetimepicker.full.min.js"></script>
 197
 198 <script LANGUAGE="JavaScript">
 199
 200 $(document).ready(function() {
 201   oeFixedHeaderSetup(document.getElementById('mymaintable'));
 202   var win = top.printLogSetup ? top : opener.top;
 203   win.printLogSetup(document.getElementById('printbutton'));
 204
 205   $('.datepicker').datetimepicker({
 206     <?php $datetimepicker_timepicker = false; ?>
 207     <?php $datetimepicker_formatInput = false; ?>
 208     <?php require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?>
 209     <?php // can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
 210   });
 211 });
 212
 213 </script>
 214
 215 </head>
 216
 217 <body class="body_top">
 218
 219 <span class='title'><?php xl('Report','e'); ?> - <?php xl('Appointments and Encounters','e'); ?></span>
 220
 221 <div id="report_parameters_daterange">
 222 <?php echo date("d F Y", strtotime($form_from_date)) ." &nbsp; to &nbsp; ". date("d F Y", strtotime($form_to_date)); ?>
 223 </div>
 224
 225 <form method='post' id='theform' action='appt_encounter_report.php'>
 226
 227 <div id="report_parameters">
 228
 229 <table>
 230  <tr>
 231   <td width='630px'>
 232         <div style='float:left'>
 233
 234         <table class='text'>
 235                 <tr>
 236                         <td class='label'>
 237                                 <?php xl('Facility','e'); ?>:
 238                         </td>
 239                         <td>
 240                                 <?php
 241                                  // Build a drop-down list of facilities.
 242                                  //
 243                                  $query = "SELECT id, name FROM facility ORDER BY name";
 244                                  $fres = sqlStatement($query);
 245                                  echo "   <select name='form_facility'>\n";
 246                                  echo "    <option value=''>-- " . xl('All Facilities', 'e') . " --\n";
 247                                  while ($frow = sqlFetchArray($fres)) {
 248                                   $facid = $frow['id'];
 249                                   echo "    <option value='$facid'";
 250                                   if ($facid == $form_facility) echo " selected";
 251                                   echo ">" . htmlspecialchars($frow['name']) . "\n";
 252                                  }
 253                                  echo "    <option value='0'";
 254                                  if ($form_facility === '0') echo " selected";
 255                                  echo ">-- " . xl('Unspecified') . " --\n";
 256                                  echo "   </select>\n";
 257                                 ?>
 258                         </td>
 259                         <td class='label'>
 260                            <?php xl('DOS','e'); ?>:
 261                         </td>
 262                         <td>
 263                            <input type='text' class='datepicker' name='form_from_date' id="form_from_date" size='10' value='<?php  echo $form_from_date; ?>'
 264                                 title='Date of appointments mm/dd/yyyy' >
 265                         </td>
 266                         <td class='label'>
 267                            <?php xl('To','e'); ?>:
 268                         </td>
 269                         <td>
 270                            <input type='text' class='datepicker' name='form_to_date' id="form_to_date" size='10' value='<?php  echo $form_to_date; ?>'
 271                                 title='Optional end date mm/dd/yyyy' >
 272                         </td>
 273                 </tr>
 274                 <tr>
 275                         <td>&nbsp;</td>
 276                         <td>
 277                            <input type='checkbox' name='form_details'
 278                                 value='1'<?php if ($_POST['form_details']) echo " checked"; ?>><?php xl('Details','e') ?>
 279                         </td>
 280                 </tr>
 281         </table>
 282
 283         </div>
 284
 285   </td>
 286   <td align='left' valign='middle' height="100%">
 287         <table style='border-left:1px solid; width:100%; height:100%' >
 288                 <tr>
 289                         <td>
 290                                 <div style='margin-left:15px'>
 291                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value","true"); $("#theform").submit();'>
 292                                         <span>
 293                                                 <?php xl('Submit','e'); ?>
 294                                         </span>
 295                                         </a>
 296
 297                                         <?php if ($_POST['form_refresh']) { ?>
 298                                         <a href='#' class='css_button' id='printbutton'>
 299                                                 <span>
 300                                                         <?php xl('Print','e'); ?>
 301                                                 </span>
 302                                         </a>
 303                                         <?php } ?>
 304                                 </div>
 305                         </td>
 306                 </tr>
 307         </table>
 308   </td>
 309  </tr>
 310 </table>
 311
 312 </div> <!-- end apptenc_report_parameters -->
 313
 314 <?php
 315  if ($_POST['form_refresh'] ) {
 316 ?>
 317 <div id="report_results">
 318 <table id='mymaintable'>
 319
 320  <thead>
 321   <th> &nbsp;<?php  xl('Practitioner','e'); ?> </th>
 322   <th> &nbsp;<?php  xl('Date/Appt','e'); ?> </th>
 323   <th> &nbsp;<?php  xl('Patient','e'); ?> </th>
 324   <th> &nbsp;<?php  xl('ID','e'); ?> </th>
 325   <th align='right'> <?php  xl('Chart','e'); ?>&nbsp; </th>
 326   <th align='right'> <?php  xl('Encounter','e'); ?>&nbsp; </th>
 327   <th align='right'> <?php  xl('Charges','e'); ?>&nbsp; </th>
 328   <th align='right'> <?php  xl('Copays','e'); ?>&nbsp; </th>
 329   <th> <?php  xl('Billed','e'); ?> </th>
 330   <th> &nbsp;<?php  xl('Error','e'); ?> </th>
 331  </thead>
 332  <tbody>
 333 <?php
 334  if ($res) {
 335   $docrow = array('docname' => '', 'charges' => 0, 'copays' => 0, 'encounters' => 0);
 336
 337   while ($row = sqlFetchArray($res)) {
 338    $patient_id = $row['pid'];
 339    $encounter  = $row['encounter'];
 340    $docname    = $row['docname'] ? $row['docname'] : xl('Unknown');
 341
 342    if ($docname != $docrow['docname']) {
 343     endDoctor($docrow);
 344    }
 345
 346    $errmsg  = "";
 347    $billed  = "Y";
 348    $charges = 0;
 349    $copays  = 0;
 350    $gcac_related_visit = false;
 351
 352    // Scan the billing items for status and fee total.
 353    //
 354    $query = "SELECT code_type, code, modifier, authorized, billed, fee, justify " .
 355     "FROM billing WHERE " .
 356     "pid = '$patient_id' AND encounter = '$encounter' AND activity = 1";
 357    $bres = sqlStatement($query);
 358    //
 359    while ($brow = sqlFetchArray($bres)) {
 360     $code_type = $brow['code_type'];
 361     if ($code_types[$code_type]['fee'] && !$brow['billed'])
 362       $billed = "";
 363     if (!$GLOBALS['simplified_demographics'] && !$brow['authorized'])
 364       postError(xl('Needs Auth'));
 365     if ($code_types[$code_type]['just']) {
 366      if (! $brow['justify']) postError(xl('Needs Justify'));
 367     }
 368     if ($code_types[$code_type]['fee']) {
 369      $charges += $brow['fee'];
 370      if ($brow['fee'] == 0 && !$GLOBALS['ippf_specific']) postError(xl('Missing Fee'));
 371     } else {
 372      if ($brow['fee'] != 0) postError(xl('Fee is not allowed'));
 373     }
 374
 375     // Custom logic for IPPF to determine if a GCAC issue applies.
 376     if ($GLOBALS['ippf_specific']) {
 377       if (!empty($code_types[$code_type]['fee'])) {
 378         $query = "SELECT related_code FROM codes WHERE code_type = '" .
 379           $code_types[$code_type]['id'] . "' AND " .
 380           "code = '" . $brow['code'] . "' AND ";
 381         if ($brow['modifier']) {
 382           $query .= "modifier = '" . $brow['modifier'] . "'";
 383         } else {
 384           $query .= "(modifier IS NULL OR modifier = '')";
 385         }
 386         $query .= " LIMIT 1";
 387         $tmp = sqlQuery($query);
 388         $relcodes = explode(';', $tmp['related_code']);
 389         foreach ($relcodes as $codestring) {
 390           if ($codestring === '') continue;
 391           list($codetype, $code) = explode(':', $codestring);
 392           if ($codetype !== 'IPPF') continue;
 393           if (preg_match('/^25222/', $code)) $gcac_related_visit = true;
 394         }
 395       }
 396     } // End IPPF stuff
 397
 398    } // end while
 399
 400    $copays -= getPatientCopay($patient_id,$encounter);
 401
 402    // The following is removed, perhaps temporarily, because gcac reporting
 403    // no longer depends on gcac issues.  -- Rod 2009-08-11
 404    /******************************************************************
 405    // More custom code for IPPF.  Generates an error message if a
 406    // GCAC issue is required but is not linked to this visit.
 407    if (!$errmsg && $gcac_related_visit) {
 408     $grow = sqlQuery("SELECT l.id, l.title, l.begdate, ie.pid " .
 409       "FROM lists AS l " .
 410       "LEFT JOIN issue_encounter AS ie ON ie.pid = l.pid AND " .
 411       "ie.encounter = '$encounter' AND ie.list_id = l.id " .
 412       "WHERE l.pid = '$patient_id' AND " .
 413       "l.activity = 1 AND l.type = 'ippf_gcac' " .
 414       "ORDER BY ie.pid DESC, l.begdate DESC LIMIT 1");
 415     // Note that reverse-ordering by ie.pid is a trick for sorting
 416     // issues linked to the encounter (non-null values) first.
 417     if (empty($grow['pid'])) { // if there is no linked GCAC issue
 418       if (empty($grow)) { // no GCAC issue exists
 419         $errmsg = "GCAC issue does not exist";
 420       }
 421       else { // there is one but none is linked
 422         $errmsg = "GCAC issue is not linked";
 423       }
 424     }
 425    }
 426    ******************************************************************/
 427    if ($gcac_related_visit) {
 428       $grow = sqlQuery("SELECT COUNT(*) AS count FROM forms " .
 429         "WHERE pid = '$patient_id' AND encounter = '$encounter' AND " .
 430         "deleted = 0 AND formdir = 'LBFgcac'");
 431       if (empty($grow['count'])) { // if there is no gcac form
 432         postError(xl('GCAC visit form is missing'));
 433       }
 434    } // end if
 435    /*****************************************************************/
 436
 437    if (!$billed) postError($GLOBALS['simplified_demographics'] ?
 438      xl('Not checked out') : xl('Not billed'));
 439    if (!$encounter) postError(xl('No visit'));
 440
 441    if (! $charges) $billed = "";
 442
 443    $docrow['charges'] += $charges;
 444    $docrow['copays']  += $copays;
 445    if ($encounter) ++$docrow['encounters'];
 446
 447    if ($_POST['form_details']) {
 448 ?>
 449  <tr>
 450   <td>
 451    &nbsp;<?php  echo ($docname == $docrow['docname']) ? "" : $docname ?>
 452   </td>
 453   <td>
 454    &nbsp;<?php
 455     /*****************************************************************
 456     if ($form_to_date) {
 457         echo $row['pc_eventDate'] . '<br>';
 458         echo substr($row['pc_startTime'], 0, 5);
 459     }
 460     *****************************************************************/
 461     if (empty($row['pc_eventDate'])) {
 462       echo oeFormatShortDate(substr($row['encdate'], 0, 10));
 463     }
 464     else {
 465       echo oeFormatShortDate($row['pc_eventDate']) . ' ' . substr($row['pc_startTime'], 0, 5);
 466     }
 467     ?>
 468   </td>
 469   <td>
 470    &nbsp;<?php  echo $row['fname'] . " " . $row['lname'] ?>
 471   </td>
 472   <td>
 473    &nbsp;<?php  echo $row['pubpid'] ?>
 474   </td>
 475   <td align='right'>
 476    <?php  echo $row['pid'] ?>&nbsp;
 477   </td>
 478   <td align='right'>
 479    <?php  echo $encounter ?>&nbsp;
 480   </td>
 481   <td align='right'>
 482    <?php  bucks($charges) ?>&nbsp;
 483   </td>
 484   <td align='right'>
 485    <?php  bucks($copays) ?>&nbsp;
 486   </td>
 487   <td>
 488    <?php  echo $billed ?>
 489   </td>
 490   <td style='color:#cc0000'>
 491    <?php echo $errmsg; ?>&nbsp;
 492   </td>
 493  </tr>
 494 <?php
 495    } // end of details line
 496
 497    $docrow['docname'] = $docname;
 498   } // end of row
 499
 500   endDoctor($docrow);
 501
 502   echo " <tr class='report_totals'>\n";
 503   echo "  <td colspan='5'>\n";
 504   echo "   &nbsp;" . xl('Grand Totals') . "\n";
 505   echo "  </td>\n";
 506   echo "  <td align='right'>\n";
 507   echo "   &nbsp;" . $grand_total_encounters . "&nbsp;\n";
 508   echo "  </td>\n";
 509   echo "  <td align='right'>\n";
 510   echo "   &nbsp;"; bucks($grand_total_charges); echo "&nbsp;\n";
 511   echo "  </td>\n";
 512   echo "  <td align='right'>\n";
 513   echo "   &nbsp;"; bucks($grand_total_copays); echo "&nbsp;\n";
 514   echo "  </td>\n";
 515   echo "  <td colspan='2'>\n";
 516   echo "   &nbsp;\n";
 517   echo "  </td>\n";
 518   echo " </tr>\n";
 519
 520  }
 521 ?>
 522 </tbody>
 523 </table>
 524 </div> <!-- end the apptenc_report_results -->
 525 <?php } else { ?>
 526 <div class='text'>
 527         <?php echo xl('Please input search criteria above, and click Submit to view results.', 'e' ); ?>
 528 </div>
 529 <?php } ?>
 530
 531 <input type='hidden' name='form_refresh' id='form_refresh' value=''/>
 532
 533 </form>
 534 <script>
 535 <?php if ($alertmsg) { echo " alert('$alertmsg');\n"; } ?>
 536 </script>
 537 </body>
 538
 539 </html>