interface/patient_file/pos_checkout.php

   1 <?php
   2  // Copyright (C) 2006 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 module supports a popup window to handle patient checkout
  10  // as a point-of-sale transaction.  Support for in-house drug sales
  11  // is included.
  12
  13  // Important notes about system design:
  14  //
  15  // (1) Drug sales may or may not be associated with an encounter;
  16  //     they are if they are paid for concurrently with an encounter.
  17  // (2) Drug sales without an encounter will have 20YYMMDD, possibly
  18  //     with a suffix, as the encounter-number portion of their invoice
  19  //     number.
  20  // (3) Payments are saved in SL only, don't mess with the billing table.
  21  //     See library/classes/WSClaim.class.php for posting code.
  22  // (4) On checkout, the billing table entries are marked as billed and
  23  //     so become unavailable for further billing.
  24  // (5) On checkout, drug_sales entries are marked as billed by having
  25  //     an invoice number assigned.
  26  // (6) Receipt printing must be a separate operation from payment,
  27  //     and repeatable, therefore driven from the SL database and
  28  //     mirroring the contents of the invoice.
  29
  30  require_once("../globals.php");
  31  require_once("$srcdir/patient.inc");
  32  require_once("$srcdir/sql-ledger.inc");
  33  require_once("$srcdir/freeb/xmlrpc.inc");
  34  require_once("$srcdir/freeb/xmlrpcs.inc");
  35
  36  // Get the patient's name and chart number.
  37  $patdata = getPatientData($pid, 'fname,mname,lname,pubpid,street,city,state,postal_code');
  38
  39 //////////////////////////////////////////////////////////////////////
  40 // The following functions are inline here temporarily, and should be
  41 // moved to an includable module for common use.  In particular
  42 // WSClaim.class.php should be rewritten to use them.
  43 //////////////////////////////////////////////////////////////////////
  44
  45 // Initialize the array of invoice information for posting to the
  46 // accounting system.
  47 //
  48 function invoice_initialize(& $invoice_info, $patient_id, $provider_id,
  49         $payer_id = 0, $encounter = 0)
  50 {
  51         $db = $GLOBALS['adodb']['db'];
  52
  53         // Get foreign ID (customer) for patient.
  54         $sql = "SELECT foreign_id from integration_mapping as im " .
  55                 "LEFT JOIN patient_data as pd on im.local_id=pd.id " .
  56                 "where pd.pid = '" .
  57                 $patient_id .
  58                 "' and im.local_table='patient_data' and im.foreign_table='customer'";
  59         $result = $db->Execute($sql);
  60         if($result && !$result->EOF) {
  61                 $foreign_patient_id = $result->fields['foreign_id'];
  62         }
  63         else {
  64                 return "Patient '" . $patient_id . "' has not yet been posted to the accounting system.";
  65         }
  66
  67         // Get foreign ID (salesman) for provider.
  68         $sql = "SELECT foreign_id from integration_mapping WHERE " .
  69                 "local_id = $provider_id AND local_table='users' and foreign_table='salesman'";
  70         $result = $db->Execute($sql);
  71         if($result && !$result->EOF) {
  72                 $foreign_provider_id = $result->fields['foreign_id'];
  73         }
  74         else {
  75                 return "Provider '" . $provider_id . "' has not yet been posted to the accounting system.";
  76         }
  77
  78         // Get foreign ID (customer) for insurance payer.
  79         if ($payer_id && ! $GLOBALS['insurance_companies_are_not_customers']) {
  80                 $sql = "SELECT foreign_id from integration_mapping WHERE " .
  81                         "local_id = $payer_id AND local_table = 'insurance_companies' AND foreign_table='customer'";
  82                 $result = $db->Execute($sql);
  83                 if($result && !$result->EOF) {
  84                         $foreign_payer_id = $result->fields['foreign_id'];
  85                 }
  86                 else {
  87                         return "Payer '" . $payer_id . "' has not yet been posted to the accounting system.";
  88                 }
  89         } else {
  90                 $foreign_payer_id = $payer_id;
  91         }
  92
  93         // Create invoice notes for the new invoice that list the patient's
  94         // insurance plans.  This is so that when payments are posted, the user
  95         // can easily see if a secondary claim needs to be submitted.
  96         //
  97         $insnotes = "";
  98         $insno = 0;
  99         foreach (array("primary", "secondary", "tertiary") as $instype) {
 100                 ++$insno;
 101                 $sql = "SELECT insurance_companies.name " .
 102                         "FROM insurance_data, insurance_companies WHERE " .
 103                         "insurance_data.pid = $patient_id AND " .
 104                         "insurance_data.type = '$instype' AND " .
 105                         "insurance_companies.id = insurance_data.provider " .
 106                         "LIMIT 1";
 107                 $result = $db->Execute($sql);
 108                 if ($result && !$result->EOF && $result->fields['name']) {
 109                         if ($insnotes) $insnotes .= "\n";
 110                         $insnotes .= "Ins$insno: " . $result->fields['name'];
 111                 }
 112         }
 113         $invoice_info['notes'] = $insnotes;
 114
 115         $invoice_info['salesman']   = $foreign_provider_id;
 116         $invoice_info['customerid'] = $foreign_patient_id;
 117         $invoice_info['payer_id']   = $foreign_payer_id;
 118         $invoice_info['invoicenumber'] = $patient_id . "." . $encounter;
 119         $invoice_info['dosdate'] = date("m-d-Y");
 120         $invoice_info['items'] = array();
 121         $invoice_info['total'] = '0.00';
 122
 123         return '';
 124 }
 125
 126 function invoice_add_line_item(& $invoice_info, $code_type, $code,
 127         $code_text, $amount)
 128 {
 129         $tii = array();
 130         $tii['maincode'] = $code;
 131         $tii['itemtext'] = "$code_type:$code $code_text";
 132         $tii['qty'] = 1;
 133         $tii['price'] = sprintf("%01.2f", $amount);
 134         $tii['glaccountid'] = $GLOBALS['oer_config']['ws_accounting']['income_acct'];
 135         $invoice_info['total'] = sprintf("%01.2f", $invoice_info['total'] + $tii['price']);
 136         $invoice_info['items'][] = $tii;
 137         return '';
 138 }
 139
 140 function invoice_post(& $invoice_info)
 141 {
 142         $function['ezybiz.add_invoice'] = array(new xmlrpcval($invoice_info, "struct"));
 143
 144         list($name, $var) = each($function);
 145         $f = new xmlrpcmsg($name, $var);
 146
 147         $c = new xmlrpc_client($GLOBALS['oer_config']['ws_accounting']['url'],
 148                 $GLOBALS['oer_config']['ws_accounting']['server'],
 149                 $GLOBALS['oer_config']['ws_accounting']['port']);
 150
 151         $c->setCredentials($GLOBALS['oer_config']['ws_accounting']['username'],
 152                 $GLOBALS['oer_config']['ws_accounting']['password']);
 153
 154         $r = $c->send($f);
 155         if (!$r) return "XMLRPC send failed";
 156
 157         // We are not doing anything with the return value yet... should we?
 158         $tv = $r->value();
 159         if (is_object($tv)) {
 160                 $value = $tv->getval();
 161         }
 162         else {
 163                 $value = null;
 164         }
 165
 166         if ($r->faultCode()) {
 167                 return "Fault: Code: " . $r->faultCode() . " Reason '" . $r->faultString() . "'";
 168         }
 169
 170         return '';
 171 }
 172
 173 /////////////////// End of invoice posting functions /////////////////
 174
 175  // Generate a receipt from the last-billed invoice for this patient.
 176  //
 177  function generate_receipt($patient_id) {
 178   global $sl_err, $sl_cash_acc, $css_header;
 179
 180   // Get details for what we guess is the primary facility.
 181   $frow = sqlQuery("SELECT * FROM facility " .
 182     "ORDER BY billing_location DESC, accepts_assignment DESC, id LIMIT 1");
 183
 184   $patdata = getPatientData($patient_id, 'fname,mname,lname,pubpid,street,city,state,postal_code');
 185
 186   SLConnect();
 187
 188   // Get the most recent invoice data into $arrow.
 189   //
 190   $arres = SLQuery("SELECT * FROM ar WHERE " .
 191     "invnumber LIKE '$patient_id.%' " .
 192     "ORDER BY id DESC LIMIT 1");
 193   if ($sl_err) die($sl_err);
 194   $arrow = SLGetRow($arres, 0);
 195   if (! $arrow) die(xl("This patient has no activity."));
 196
 197   $trans_id = $arrow['id'];
 198
 199   // Determine the date of service.  An 8-digit encounter number is
 200   // presumed to be a date of service imported during conversion or
 201   // associated with prescriptions only.  Otherwise look it up in the
 202   // form_encounter table.
 203   //
 204   $svcdate = "";
 205   list($trash, $encounter) = explode(".", $arrow['invnumber']);
 206   if (strlen($encounter) >= 8) {
 207     $svcdate = substr($encounter, 0, 4) . "-" . substr($encounter, 4, 2) .
 208       "-" . substr($encounter, 6, 2);
 209   }
 210   else if ($encounter) {
 211     $tmp = sqlQuery("SELECT date FROM form_encounter WHERE " .
 212       "encounter = $encounter");
 213     $svcdate = substr($tmp['date'], 0, 10);
 214   }
 215 ?>
 216 <html>
 217 <head>
 218 <link rel='stylesheet' href='<?php echo $css_header ?>' type='text/css'>
 219 <title><? xl('Receipt for Payment','e'); ?></title>
 220 </head>
 221 <body <?echo $top_bg_line;?> leftmargin='0' topmargin='0' marginwidth='0' marginheight='0'>
 222 <center>
 223 <p><b><?php echo $frow['name'] ?>
 224 <br><?php echo $frow['street'] ?>
 225 <br><?php echo $frow['city'] . ', ' . $frow['state'] . ' ' . $frow['postal_code'] ?>
 226 <br><?php echo $frow['phone'] ?>
 227 <br>&nbsp;
 228 <br><?php echo date('F j, Y') ?>
 229 <br>&nbsp;
 230 </b></p>
 231 </center>
 232 <p>
 233 <?php echo $patdata['fname'] . ' ' . $patdata['mname'] . ' ' . $patdata['lname'] ?>
 234 <br><?php echo $patdata['street'] ?>
 235 <br><?php echo $patdata['city'] . ', ' . $patdata['state'] . ' ' . $patdata['postal_code'] ?>
 236 <br>&nbsp;
 237 </p>
 238 <center>
 239 <table>
 240  <tr>
 241   <td><b>Date</b></td>
 242   <td><b>Description</b></td>
 243   <td align='right'><b>Amount</b></td>
 244  </tr>
 245 <?php
 246  $charges = 0.00;
 247
 248  // Request all line items with money belonging to the invoice.
 249  $inres = SLQuery("select * from invoice where trans_id = $trans_id and sellprice != 0");
 250  if ($sl_err) die($sl_err);
 251
 252  for ($irow = 0; $irow < SLRowCount($inres); ++$irow) {
 253   $row = SLGetRow($inres, $irow);
 254   $amount = sprintf('%01.2f', $row['sellprice']);
 255   $charges += $amount;
 256   echo " <tr>\n";
 257   echo "  <td>$svcdate</td>\n";
 258   echo "  <td>" . $row['description'] . "</td>\n";
 259   echo "  <td align='right'>$amount</td>\n";
 260   echo " </tr>\n";
 261  }
 262
 263  $chart_id_cash = SLQueryValue("select id from chart where accno = '$sl_cash_acc'");
 264  if ($sl_err) die($sl_err);
 265  if (! $chart_id_cash) die("There is no COA entry for cash account '$sl_cash_acc'");
 266
 267  // Request all cash entries belonging to the invoice.
 268  $atres = SLQuery("select * from acc_trans where trans_id = $trans_id and chart_id = $chart_id_cash");
 269  if ($sl_err) die($sl_err);
 270
 271  for ($irow = 0; $irow < SLRowCount($atres); ++$irow) {
 272   $row = SLGetRow($atres, $irow);
 273   $amount = sprintf('%01.2f', $row['amount']); // negative
 274   $charges += $amount;
 275   echo " <tr>\n";
 276   echo "  <td>" . $row['transdate'] . "</td>\n";
 277   echo "  <td>Payment " . $row['source'] . "</td>\n";
 278   echo "  <td align='right'>$amount</td>\n";
 279   echo " </tr>\n";
 280  }
 281 ?>
 282  <tr>
 283   <td colspan='3'>&nbsp;</td>
 284  </tr>
 285  <tr>
 286   <td>&nbsp;</td>
 287   <td><b>Balance Due</b></td>
 288   <td align='right'><?php echo sprintf('%01.2f', $charges) ?></td>
 289  </tr>
 290 </table>
 291 </center>
 292 <p>&nbsp;<a href='' onclick='window.print(); return false;'>Print</a></p>
 293 </body>
 294 </html>
 295 <?php
 296   SLClose();
 297  } // end function
 298
 299  // Function to output a line item for the input form.
 300  //
 301  $lino = 0;
 302  function write_form_line($code_type, $code, $id, $date, $description, $amount) {
 303   global $lino;
 304   $amount = sprintf("%01.2f", $amount);
 305   echo " <tr>\n";
 306   echo "  <td>$date";
 307   echo "<input type='hidden' name='line[$lino][code_type]' value='$code_type'>";
 308   echo "<input type='hidden' name='line[$lino][code]' value='$code'>";
 309   echo "<input type='hidden' name='line[$lino][id]' value='$id'>";
 310   echo "<input type='hidden' name='line[$lino][description]' value='$description'>";
 311   echo "</td>\n";
 312   echo "  <td>$description</td>";
 313   echo "  <td align='right'><input type='text' name='line[$lino][amount]' " .
 314        "value='$amount' size='6' maxlength='8' style='text-align:right'></td>\n";
 315   echo " </tr>\n";
 316   ++$lino;
 317  }
 318
 319  $payment_methods = array(
 320   'Cash',
 321   'Check',
 322   'MC',
 323   'VISA',
 324   'AMEX',
 325   'DISC',
 326   'Other');
 327
 328  $alertmsg = ''; // anything here pops up in an alert box
 329
 330  // If the Save button was clicked...
 331  //
 332  if ($_POST['form_save']) {
 333
 334   // On a save, do the following:
 335   // Flag drug_sales and billing items as billed.
 336   // Post the corresponding invoice with its payment(s) to sql-ledger
 337   // and be careful to use a unique invoice number.
 338   // Call the generate-receipt function.
 339   // Exit.
 340
 341   $form_pid = $_POST['form_pid'];
 342   $form_encounter = $_POST['form_encounter'];
 343
 344   // If there is no associated encounter (i.e. this invoice has only
 345   // prescriptions) then assign an encounter number of the current
 346   // date, with an optional suffix to ensure that it's unique.
 347   //
 348   if (! $form_encounter) {
 349    SLConnect();
 350    $form_encounter = date('Ymd');
 351    $tmp = '';
 352    while (SLQueryValue("select id from ar where " .
 353     "invnumber = '$form_pid.$form_encounter$tmp'")) {
 354     $tmp = $tmp ? $tmp + 1 : 1;
 355    }
 356    $form_encounter .= $tmp;
 357    SLClose();
 358   }
 359
 360   // Initialize an array of invoice information for posting.
 361   //
 362   $invoice_info = array();
 363   $msg = invoice_initialize($invoice_info, $_POST['form_pid'],
 364    $_POST['form_provider'], $_POST['form_payer'], $form_encounter);
 365   if ($msg) die($msg);
 366
 367   $form_amount = $_POST['form_amount'];
 368   $lines = $_POST['line'];
 369
 370   for ($lino = 0; $lines[$lino]['code_type']; ++$lino) {
 371    $line = $lines[$lino];
 372
 373    $code_type = $line['code_type'];
 374    $id        = $line['id'];
 375    $amount    = sprintf('%01.2f', trim($line['amount']));
 376
 377    $msg = invoice_add_line_item($invoice_info, $code_type,
 378     $line['code'], $line['description'], $amount);
 379    if ($msg) die($msg);
 380
 381    if ($code_type == 'MED') {
 382     $query = "update drug_sales SET fee = '$amount', " .
 383      "encounter = '$form_encounter' WHERE " .
 384      "sale_id = '$id'";
 385    }
 386    else {
 387     $query = "UPDATE billing SET billed = 1, bill_date = NOW() WHERE " .
 388      "id = '$id'";
 389    }
 390    sqlQuery($query);
 391    // echo $query . "<br>\n"; // debugging
 392   }
 393
 394   if ($_POST['form_amount']) {
 395    $paydesc = 'Received at time of visit';
 396    if ($_POST['form_source']) $paydesc .= ' (' . $_POST['form_source'] . ')';
 397    $msg = invoice_add_line_item($invoice_info, 'COPAY',
 398     $_POST['form_method'],
 399     $paydesc,
 400     $_POST['form_amount']);
 401    if ($msg) die($msg);
 402   }
 403
 404   $msg = invoice_post($invoice_info);
 405   if ($msg) die($msg);
 406
 407   generate_receipt($_POST['form_pid']);
 408   exit();
 409  }
 410
 411  // Get the unbilled billing table items and prescription sales for
 412  // this patient.
 413
 414  $query = "SELECT id, date, code_type, code, code_text, " .
 415   "provider_id, payer_id, fee, encounter " .
 416   "FROM billing " .
 417   "WHERE pid = '$pid' AND activity = 1 AND billed = 0 " .
 418   "ORDER BY encounter";
 419  $bres = sqlStatement($query);
 420
 421  $query = "SELECT s.sale_id, s.sale_date, s.prescription_id, s.fee, " .
 422   "d.name, r.provider_id " .
 423   "FROM drug_sales AS s " .
 424   "LEFT JOIN drugs AS d ON d.drug_id = s.drug_id " .
 425   "LEFT JOIN prescriptions AS r ON r.id = s.prescription_id " .
 426   "WHERE s.pid = '$pid' AND s.encounter = 0 " .
 427   "ORDER BY s.sale_id";
 428  $dres = sqlStatement($query);
 429
 430  // If there are none, just redisplay the last receipt and exit.
 431  //
 432  if (mysql_num_rows($bres) == 0 && mysql_num_rows($dres) == 0) {
 433   generate_receipt($pid);
 434   exit();
 435  }
 436
 437  // Now write a data entry form:
 438  // List unbilled billing items (cpt, hcpcs, copays) for the patient.
 439  // List unbilled prescription sales for the patient.
 440  // Present an editable dollar amount for each line item, a total
 441  // which is also the default value of the input payment amount,
 442  // and OK and Cancel buttons.
 443 ?>
 444 <html>
 445 <head>
 446 <link rel='stylesheet' href='<?php echo $css_header ?>' type='text/css'>
 447 <title><? xl('Patient Checkout','e'); ?></title>
 448 <style>
 449 </style>
 450 <script language="JavaScript">
 451 </script>
 452 </head>
 453
 454 <body <?echo $top_bg_line;?> leftmargin='0' topmargin='0' marginwidth='0'
 455  marginheight='0'>
 456
 457 <form method='post' action='pos_checkout.php'>
 458 <input type='hidden' name='form_pid' value='<?php echo $pid ?>' />
 459
 460 <center>
 461
 462 <p>
 463 <table cellspacing='5'>
 464  <tr>
 465   <td colspan='3' align='center'>
 466    <b><? xl('Patient Checkout for ','e'); ?><?php echo $patdata['fname'] . " " .
 467     $patdata['lname'] . " (" . $patdata['pubpid'] . ")" ?></b>
 468   </td>
 469  </tr>
 470  <tr>
 471   <td><b>Date</b></td>
 472   <td><b>Description</b></td>
 473   <td align='right'><b>Amount</b>&nbsp;</td>
 474  </tr>
 475 <?php
 476  $inv_encounter = '';
 477  $inv_provider  = 0;
 478  $inv_payer     = 0;
 479  $total         = 0.00;
 480  while ($brow = sqlFetchArray($bres)) {
 481   write_form_line($brow['code_type'], $brow['code'], $brow['id'],
 482    substr($brow['date'], 0, 10), $brow['code_text'], $brow['fee']);
 483   $inv_encounter = $brow['encounter'];
 484   $inv_provider  = $brow['provider_id'];
 485   $inv_payer     = $brow['payer_id'];
 486   $total += $brow['fee'];
 487  }
 488  while ($drow = sqlFetchArray($dres)) {
 489   write_form_line('MED', $drow['prescription_id'], $drow['sale_id'],
 490    $drow['sale_date'], $drow['name'], $drow['fee']);
 491   $inv_provider = $drow['provider_id'];
 492   $total += $drow['fee'];
 493  }
 494 ?>
 495 </table>
 496
 497 <p>
 498 <table border='0' cellspacing='8'>
 499
 500  <tr>
 501   <td>
 502    <? xl('Payment Method','e'); ?>:
 503   </td>
 504   <td>
 505    <select name='form_method'>
 506 <?
 507  foreach ($payment_methods as $value) {
 508   echo "    <option value='$value'";
 509   echo ">$value</option>\n";
 510  }
 511 ?>
 512    </select>
 513   </td>
 514  </tr>
 515
 516  <tr>
 517   <td>
 518    <? xl('Check/Reference Number','e'); ?>:
 519   </td>
 520   <td>
 521    <input type='text' name='form_source' size='10' value=''>
 522   </td>
 523  </tr>
 524
 525  <tr>
 526   <td>
 527    <? xl('Amount Paid','e'); ?>:
 528   </td>
 529   <td>
 530    <input type='text' name='form_amount' size='10' value='<?php echo sprintf("%01.2f", $total) ?>'>
 531   </td>
 532  </tr>
 533
 534  <tr>
 535   <td colspan='2' align='center'>
 536    &nbsp;<br>
 537    <input type='submit' name='form_save' value='Save' /> &nbsp;
 538    <input type='button' value='Cancel' onclick='window.close()' />
 539    <input type='hidden' name='form_provider'  value='<?php echo $inv_provider  ?>' />
 540    <input type='hidden' name='form_payer'     value='<?php echo $inv_payer     ?>' />
 541    <input type='hidden' name='form_encounter' value='<?php echo $inv_encounter ?>' />
 542   </td>
 543  </tr>
 544
 545 </table>
 546 </center>
 547
 548 </form>
 549
 550 </body>
 551 </html>