interface/reports/appt_encounter_report.php

   1 <?php
   2  // Copyright (C) 2005-2009 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 report cross-references appointments with encounters.
  10  // For a given date, show a line for each appointment with the
  11  // matching encounter, and also for each encounter that has no
  12  // matching appointment.  This helps to catch these errors:
  13  //
  14  // * Appointments with no encounter
  15  // * Encounters with no appointment
  16  // * Codes not justified
  17  // * Codes not authorized
  18  // * Procedure codes without a fee
  19  // * Fees assigned to diagnoses (instead of procedures)
  20  // * Encounters not billed
  21  //
  22  // For decent performance the following indexes are highly recommended:
  23  //   openemr_postcalendar_events.pc_eventDate
  24  //   forms.encounter
  25  //   billing.pid_encounter
  26
  27  include_once("../globals.php");
  28  include_once("../../library/patient.inc");
  29  include_once("../../custom/code_types.inc.php");
  30
  31  $errmsg  = "";
  32  $alertmsg = ''; // not used yet but maybe later
  33  $grand_total_charges    = 0;
  34  $grand_total_copays     = 0;
  35  $grand_total_encounters = 0;
  36
  37 function postError($msg) {
  38   global $errmsg;
  39   if ($errmsg) $errmsg .= '<br />';
  40   $errmsg .= $msg;
  41 }
  42
  43  function bucks($amount) {
  44   if ($amount) printf("%.2f", $amount);
  45  }
  46
  47  function endDoctor(&$docrow) {
  48   global $grand_total_charges, $grand_total_copays, $grand_total_encounters;
  49   if (!$docrow['docname']) return;
  50
  51   echo " <tr class='apptencreport_totals'>\n";
  52   echo "  <td colspan='5'>\n";
  53   echo "   &nbsp;" . xl('Totals for','','',' ') . $docrow['docname'] . "\n";
  54   echo "  </td>\n";
  55   echo "  <td align='right'>\n";
  56   echo "   &nbsp;" . $docrow['encounters'] . "&nbsp;\n";
  57   echo "  </td>\n";
  58   echo "  <td align='right'>\n";
  59   echo "   &nbsp;"; bucks($docrow['charges']); echo "&nbsp;\n";
  60   echo "  </td>\n";
  61   echo "  <td align='right'>\n";
  62   echo "   &nbsp;"; bucks($docrow['copays']); echo "&nbsp;\n";
  63   echo "  </td>\n";
  64   echo "  <td colspan='2'>\n";
  65   echo "   &nbsp;\n";
  66   echo "  </td>\n";
  67   echo " </tr>\n";
  68
  69   $grand_total_charges     += $docrow['charges'];
  70   $grand_total_copays      += $docrow['copays'];
  71   $grand_total_encounters  += $docrow['encounters'];
  72
  73   $docrow['charges']     = 0;
  74   $docrow['copays']      = 0;
  75   $docrow['encounters']  = 0;
  76  }
  77
  78  $form_facility  = isset($_POST['form_facility']) ? $_POST['form_facility'] : '';
  79  $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  80  $form_to_date = fixDate($_POST['form_to_date'], date('Y-m-d'));
  81  if ($_POST['form_search']) {
  82   $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  83   $form_to_date = fixDate($_POST['form_to_date'], "");
  84
  85   // MySQL doesn't grok full outer joins so we do it the hard way.
  86   //
  87   $query = "( " .
  88    "SELECT " .
  89    "e.pc_eventDate, e.pc_startTime, " .
  90    "fe.encounter, fe.date AS encdate, " .
  91    "f.authorized, " .
  92    "p.fname, p.lname, p.pid, p.pubpid, " .
  93    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
  94    "FROM openemr_postcalendar_events AS e " .
  95    "LEFT OUTER JOIN form_encounter AS fe " .
  96    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid " .
  97    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
  98    "LEFT OUTER JOIN patient_data AS p ON p.pid = e.pc_pid " .
  99    // "LEFT OUTER JOIN users AS u ON BINARY u.username = BINARY f.user WHERE ";
 100    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 101   if ($form_to_date) {
 102    $query .= "e.pc_eventDate >= '$form_from_date' AND e.pc_eventDate <= '$form_to_date' ";
 103   } else {
 104    $query .= "e.pc_eventDate = '$form_from_date' ";
 105   }
 106   if ($form_facility !== '') {
 107    $query .= "AND e.pc_facility = '$form_facility' ";
 108   }
 109   // $query .= "AND ( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 110   $query .= "AND e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 111    ") UNION ( " .
 112    "SELECT " .
 113    "e.pc_eventDate, e.pc_startTime, " .
 114    "fe.encounter, fe.date AS encdate, " .
 115    "f.authorized, " .
 116    "p.fname, p.lname, p.pid, p.pubpid, " .
 117    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
 118    "FROM form_encounter AS fe " .
 119    "LEFT OUTER JOIN openemr_postcalendar_events AS e " .
 120    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid AND " .
 121    // "( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 122    "e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 123    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
 124    "LEFT OUTER JOIN patient_data AS p ON p.pid = fe.pid " .
 125
 126    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 127   if ($form_to_date) {
 128    // $query .= "LEFT(fe.date, 10) >= '$form_from_date' AND LEFT(fe.date, 10) <= '$form_to_date' ";
 129    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_to_date 23:59:59' ";
 130   } else {
 131    // $query .= "LEFT(fe.date, 10) = '$form_from_date' ";
 132    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_from_date 23:59:59' ";
 133   }
 134   if ($form_facility !== '') {
 135    $query .= "AND fe.facility_id = '$form_facility' ";
 136   }
 137   $query .= ") ORDER BY docname, pc_eventDate, pc_startTime";
 138
 139   $res = sqlStatement($query);
 140  }
 141 ?>
 142 <html>
 143 <head>
 144 <?php html_header_show();?>
 145 <link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
 146 <style type="text/css">
 147
 148 /* specifically include & exclude from printing */
 149 @media print {
 150     #apptencreport_parameters {
 151         visibility: hidden;
 152         display: none;
 153     }
 154     #apptencreport_parameters_daterange {
 155         visibility: visible;
 156         display: inline;
 157     }
 158 }
 159
 160 /* specifically exclude some from the screen */
 161 @media screen {
 162     #apptencreport_parameters_daterange {
 163         visibility: hidden;
 164         display: none;
 165     }
 166 }
 167
 168 #apptencreport_parameters {
 169     width: 100%;
 170     margin: 10px;
 171     text-align: center;
 172     background-color: #ddf;
 173 }
 174 #apptencreport_parameters table {
 175     text-align: center;
 176     border: none;
 177     width: 100%;
 178     border-collapse: collapse;
 179 }
 180 #apptencreport_parameters table td {
 181     padding: 3px;
 182 }
 183
 184 #apptencreport_results {
 185     width: 100%;
 186     margin-top: 10px;
 187 }
 188 #apptencreport_results table {
 189    border: 1px solid black;
 190    width: 98%;
 191    border-collapse: collapse;
 192 }
 193 #apptencreport_results table thead {
 194     display: table-header-group;
 195     background-color: #ddd;
 196 }
 197 #apptencreport_results table th {
 198     border-bottom: 1px solid black;
 199 }
 200 #apptencreport_results table td {
 201     padding: 1px;
 202     margin: 2px;
 203     border-bottom: 1px solid #eee;
 204 }
 205 .apptencreport_totals td {
 206     background-color: #77ff77;
 207     font-weight: bold;
 208 }
 209 </style>
 210 <title><?php  xl('Appointments and Encounters','e'); ?></title>
 211 </head>
 212
 213 <body class="body_top">
 214 <center>
 215
 216 <h2><?php  xl('Appointments and Encounters','e'); ?></h2>
 217 <div id="apptencreport_parameters_daterange">
 218 <?php echo date("d F Y", strtotime($form_from_date)) ." &nbsp; to &nbsp; ". date("d F Y", strtotime($form_to_date)); ?>
 219 </div>
 220
 221 <div id="apptencreport_parameters">
 222 <form method='post' action='appt_encounter_report.php'>
 223 <table>
 224  <tr>
 225   <td>
 226    <?php xl('Facility','e'); ?>:
 227 <?php
 228  // Build a drop-down list of facilities.
 229  //
 230  $query = "SELECT id, name FROM facility ORDER BY name";
 231  $fres = sqlStatement($query);
 232  echo "   <select name='form_facility'>\n";
 233  echo "    <option value=''>-- " . xl('All') . " --\n";
 234  while ($frow = sqlFetchArray($fres)) {
 235   $facid = $frow['id'];
 236   echo "    <option value='$facid'";
 237   if ($facid == $form_facility) echo " selected";
 238   echo ">" . $frow['name'] . "\n";
 239  }
 240  echo "    <option value='0'";
 241  if ($form_facility === '0') echo " selected";
 242  echo ">-- " . xl('Unspecified') . " --\n";
 243  echo "   </select>\n";
 244 ?>
 245    <?php  xl('DOS','e'); ?>:
 246    <input type='text' name='form_from_date' id="form_from_date" size='10' value='<?php  echo $form_from_date; ?>'
 247     title='Date of appointments mm/dd/yyyy' >
 248    <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 249     id='img_from_date' border='0' alt='[?]' style='cursor:pointer'
 250     title='<?php xl('Click here to choose a date','e'); ?>'>
 251    &nbsp;
 252    <?php  xl('to','e'); ?>:
 253    <input type='text' name='form_to_date' id="form_to_date" size='10' value='<?php  echo $form_to_date; ?>'
 254     title='Optional end date mm/dd/yyyy' >
 255    <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 256     id='img_to_date' border='0' alt='[?]' style='cursor:pointer'
 257     title='<?php xl('Click here to choose a date','e'); ?>'>
 258    &nbsp;
 259    <input type='checkbox' name='form_details'
 260     value='1'<?php if ($_POST['form_details']) echo " checked"; ?>><?php xl('Details','e') ?>
 261    &nbsp;
 262    <input type='submit' name='form_search' value='<?php xl('Search','e'); ?>'>
 263    &nbsp;
 264    <input type='button' value='<?php xl('Print','e'); ?>' onclick='window.print()' />
 265   </td>
 266  </tr>
 267 </table>
 268 </div> <!-- end apptenc_report_parameters -->
 269
 270 <div id="apptencreport_results">
 271 <table>
 272
 273  <thead>
 274   <th> &nbsp;<?php  xl('Practitioner','e'); ?> </th>
 275   <th> &nbsp;<?php  xl('Time','e'); ?> </th>
 276   <th> &nbsp;<?php  xl('Patient','e'); ?> </th>
 277   <th> &nbsp;<?php  xl('ID','e'); ?> </th>
 278   <th> <?php  xl('Chart','e'); ?>&nbsp; </th>
 279   <th> <?php  xl('Encounter','e'); ?>&nbsp; </th>
 280   <th> <?php  xl('Charges','e'); ?>&nbsp; </th>
 281   <th> <?php  xl('Copays','e'); ?>&nbsp; </th>
 282   <th> <?php  xl('Billed','e'); ?> </th>
 283   <th> &nbsp;<?php  xl('Error','e'); ?> </th>
 284  </thead>
 285  <tbody>
 286 <?php
 287  if ($res) {
 288   $docrow = array('docname' => '', 'charges' => 0, 'copays' => 0, 'encounters' => 0);
 289
 290   while ($row = sqlFetchArray($res)) {
 291    $patient_id = $row['pid'];
 292    $encounter  = $row['encounter'];
 293    $docname    = $row['docname'] ? $row['docname'] : 'Unknown';
 294
 295    if ($docname != $docrow['docname']) {
 296     endDoctor($docrow);
 297    }
 298
 299    $errmsg  = "";
 300    $billed  = "Y";
 301    $charges = 0;
 302    $copays  = 0;
 303    $gcac_related_visit = false;
 304
 305    // Scan the billing items for status and fee total.
 306    //
 307    $query = "SELECT code_type, code, modifier, authorized, billed, fee, justify " .
 308     "FROM billing WHERE " .
 309     "pid = '$patient_id' AND encounter = '$encounter' AND activity = 1";
 310    $bres = sqlStatement($query);
 311    //
 312    while ($brow = sqlFetchArray($bres)) {
 313     $code_type = $brow['code_type'];
 314     if ($code_types[$code_type]['fee'] && !$brow['billed'])
 315       $billed = "";
 316     if (!$GLOBALS['simplified_demographics'] && !$brow['authorized'])
 317       postError(xl('Needs Auth'));
 318     if ($code_types[$code_type]['just']) {
 319      if (! $brow['justify']) postError(xl('Needs Justify'));
 320     }
 321     if ($code_type == 'COPAY') {
 322      $copays -= $brow['fee'];
 323      if ($brow['fee'] >= 0) postError(xl('Copay not positive'));
 324     } else if ($code_types[$code_type]['fee']) {
 325      $charges += $brow['fee'];
 326      if ($brow['fee'] == 0 && !$GLOBALS['ippf_specific']) postError(xl('Missing Fee'));
 327     } else {
 328      if ($brow['fee'] != 0) postError(xl('Fee is not allowed'));
 329     }
 330
 331     // Custom logic for IPPF to determine if a GCAC issue applies.
 332     if ($GLOBALS['ippf_specific']) {
 333       if (!empty($code_types[$code_type]['fee'])) {
 334         $query = "SELECT related_code FROM codes WHERE code_type = '" .
 335           $code_types[$code_type]['id'] . "' AND " .
 336           "code = '" . $brow['code'] . "' AND ";
 337         if ($brow['modifier']) {
 338           $query .= "modifier = '" . $brow['modifier'] . "'";
 339         } else {
 340           $query .= "(modifier IS NULL OR modifier = '')";
 341         }
 342         $query .= " LIMIT 1";
 343         $tmp = sqlQuery($query);
 344         $relcodes = explode(';', $tmp['related_code']);
 345         foreach ($relcodes as $codestring) {
 346           if ($codestring === '') continue;
 347           list($codetype, $code) = explode(':', $codestring);
 348           if ($codetype !== 'IPPF') continue;
 349           if (preg_match('/^25222/', $code)) $gcac_related_visit = true;
 350         }
 351       }
 352     } // End IPPF stuff
 353
 354    } // end while
 355
 356    // More custom code for IPPF.  Generates an error message if a
 357    // GCAC issue is required but is not linked to this visit.
 358    if (!$errmsg && $gcac_related_visit) {
 359     $grow = sqlQuery("SELECT l.id, l.title, l.begdate, ie.pid " .
 360       "FROM lists AS l " .
 361       "LEFT JOIN issue_encounter AS ie ON ie.pid = l.pid AND " .
 362       "ie.encounter = '$encounter' AND ie.list_id = l.id " .
 363       "WHERE l.pid = '$patient_id' AND " .
 364       "l.activity = 1 AND l.type = 'ippf_gcac' " .
 365       "ORDER BY ie.pid DESC, l.begdate DESC LIMIT 1");
 366     // Note that reverse-ordering by ie.pid is a trick for sorting
 367     // issues linked to the encounter (non-null values) first.
 368     if (empty($grow['pid'])) { // if there is no linked GCAC issue
 369       if (empty($grow)) { // no GCAC issue exists
 370         $errmsg = "GCAC issue does not exist";
 371       }
 372       else { // there is one but none is linked
 373         $errmsg = "GCAC issue is not linked";
 374       }
 375     }
 376    }
 377
 378    if (!$billed) postError($GLOBALS['simplified_demographics'] ?
 379      xl('Not checked out') : xl('Not billed'));
 380    if (!$encounter) postError(xl('No visit'));
 381
 382    if (! $charges) $billed = "";
 383
 384    $docrow['charges'] += $charges;
 385    $docrow['copays']  += $copays;
 386    if ($encounter) ++$docrow['encounters'];
 387
 388    if ($_POST['form_details']) {
 389 ?>
 390  <tr>
 391   <td>
 392    &nbsp;<?php  echo ($docname == $docrow['docname']) ? "" : $docname ?>
 393   </td>
 394   <td>
 395    &nbsp;<?php
 396
 397     if (empty($row['pc_eventDate'])) {
 398       echo substr($row['encdate'], 0, 10);
 399     }
 400     else {
 401       echo $row['pc_eventDate'] . ' ' . substr($row['pc_startTime'], 0, 5);
 402     }
 403     ?>
 404   </td>
 405   <td>
 406    &nbsp;<?php  echo $row['fname'] . " " . $row['lname'] ?>
 407   </td>
 408   <td>
 409    &nbsp;<?php  echo $row['pubpid'] ?>
 410   </td>
 411   <td align='right'>
 412    <?php  echo $row['pid'] ?>&nbsp;
 413   </td>
 414   <td align='right'>
 415    <?php  echo $encounter ?>&nbsp;
 416   </td>
 417   <td align='right'>
 418    <?php  bucks($charges) ?>&nbsp;
 419   </td>
 420   <td align='right'>
 421    <?php  bucks($copays) ?>&nbsp;
 422   </td>
 423   <td>
 424    <?php  echo $billed ?>
 425   </td>
 426   <td style='color:#cc0000'>
 427    <?php echo $errmsg; ?>&nbsp;
 428   </td>
 429  </tr>
 430 <?php
 431    } // end of details line
 432
 433    $docrow['docname'] = $docname;
 434   } // end of row
 435
 436   endDoctor($docrow);
 437
 438   echo " <tr class='apptencreport_totals'>\n";
 439   echo "  <td colspan='5'>\n";
 440   echo "   &nbsp;" . xl('Grand Totals') . "\n";
 441   echo "  </td>\n";
 442   echo "  <td align='right'>\n";
 443   echo "   &nbsp;" . $grand_total_encounters . "&nbsp;\n";
 444   echo "  </td>\n";
 445   echo "  <td align='right'>\n";
 446   echo "   &nbsp;"; bucks($grand_total_charges); echo "&nbsp;\n";
 447   echo "  </td>\n";
 448   echo "  <td align='right'>\n";
 449   echo "   &nbsp;"; bucks($grand_total_copays); echo "&nbsp;\n";
 450   echo "  </td>\n";
 451   echo "  <td colspan='2'>\n";
 452   echo "   &nbsp;\n";
 453   echo "  </td>\n";
 454   echo " </tr>\n";
 455
 456  }
 457 ?>
 458 </tbody>
 459 </table>
 460 </div> <!-- end the apptenc_report_results -->
 461
 462 </form>
 463 </center>
 464 <script>
 465 <?php if ($alertmsg) { echo " alert('$alertmsg');\n"; } ?>
 466 </script>
 467 </body>
 468
 469 <!-- stuff for the popup calendar -->
 470 <style type="text/css">@import url(../../library/dynarch_calendar.css);</style>
 471 <script type="text/javascript" src="../../library/dynarch_calendar.js"></script>
 472 <script type="text/javascript" src="../../library/dynarch_calendar_en.js"></script>
 473 <script type="text/javascript" src="../../library/dynarch_calendar_setup.js"></script>
 474 <script language="Javascript">
 475  Calendar.setup({inputField:"form_from_date", ifFormat:"%Y-%m-%d", button:"img_from_date"});
 476  Calendar.setup({inputField:"form_to_date", ifFormat:"%Y-%m-%d", button:"img_to_date"});
 477 </script>
 478
 479 </html>