interface/reports/appt_encounter_report.php

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