interface/reports/appt_encounter_report.php

   1 <?php
   2  // Copyright (C) 2005-2010 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
  32  $errmsg  = "";
  33  $alertmsg = ''; // not used yet but maybe later
  34  $grand_total_charges    = 0;
  35  $grand_total_copays     = 0;
  36  $grand_total_encounters = 0;
  37
  38 function postError($msg) {
  39   global $errmsg;
  40   if ($errmsg) $errmsg .= '<br />';
  41   $errmsg .= $msg;
  42 }
  43
  44  function bucks($amount) {
  45   if ($amount) echo oeFormatMoney($amount);
  46  }
  47
  48  function endDoctor(&$docrow) {
  49   global $grand_total_charges, $grand_total_copays, $grand_total_encounters;
  50   if (!$docrow['docname']) return;
  51
  52   echo " <tr class='report_totals'>\n";
  53   echo "  <td colspan='5'>\n";
  54   echo "   &nbsp;" . xl('Totals for','','',' ') . $docrow['docname'] . "\n";
  55   echo "  </td>\n";
  56   echo "  <td align='right'>\n";
  57   echo "   &nbsp;" . $docrow['encounters'] . "&nbsp;\n";
  58   echo "  </td>\n";
  59   echo "  <td align='right'>\n";
  60   echo "   &nbsp;"; bucks($docrow['charges']); echo "&nbsp;\n";
  61   echo "  </td>\n";
  62   echo "  <td align='right'>\n";
  63   echo "   &nbsp;"; bucks($docrow['copays']); echo "&nbsp;\n";
  64   echo "  </td>\n";
  65   echo "  <td colspan='2'>\n";
  66   echo "   &nbsp;\n";
  67   echo "  </td>\n";
  68   echo " </tr>\n";
  69
  70   $grand_total_charges     += $docrow['charges'];
  71   $grand_total_copays      += $docrow['copays'];
  72   $grand_total_encounters  += $docrow['encounters'];
  73
  74   $docrow['charges']     = 0;
  75   $docrow['copays']      = 0;
  76   $docrow['encounters']  = 0;
  77  }
  78
  79  $form_facility  = isset($_POST['form_facility']) ? $_POST['form_facility'] : '';
  80  $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  81  $form_to_date = fixDate($_POST['form_to_date'], date('Y-m-d'));
  82  if ($_POST['form_refresh']) {
  83   $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  84   $form_to_date = fixDate($_POST['form_to_date'], "");
  85
  86   // MySQL doesn't grok full outer joins so we do it the hard way.
  87   //
  88   $query = "( " .
  89    "SELECT " .
  90    "e.pc_eventDate, e.pc_startTime, " .
  91    "fe.encounter, fe.date AS encdate, " .
  92    "f.authorized, " .
  93    "p.fname, p.lname, p.pid, p.pubpid, " .
  94    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
  95    "FROM openemr_postcalendar_events AS e " .
  96    "LEFT OUTER JOIN form_encounter AS fe " .
  97    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid " .
  98    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
  99    "LEFT OUTER JOIN patient_data AS p ON p.pid = e.pc_pid " .
 100    // "LEFT OUTER JOIN users AS u ON BINARY u.username = BINARY f.user WHERE ";
 101    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 102   if ($form_to_date) {
 103    $query .= "e.pc_eventDate >= '$form_from_date' AND e.pc_eventDate <= '$form_to_date' ";
 104   } else {
 105    $query .= "e.pc_eventDate = '$form_from_date' ";
 106   }
 107   if ($form_facility !== '') {
 108    $query .= "AND e.pc_facility = '$form_facility' ";
 109   }
 110   // $query .= "AND ( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 111   $query .= "AND e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 112    ") UNION ( " .
 113    "SELECT " .
 114    "e.pc_eventDate, e.pc_startTime, " .
 115    "fe.encounter, fe.date AS encdate, " .
 116    "f.authorized, " .
 117    "p.fname, p.lname, p.pid, p.pubpid, " .
 118    "CONCAT( u.lname, ', ', u.fname ) AS docname " .
 119    "FROM form_encounter AS fe " .
 120    "LEFT OUTER JOIN openemr_postcalendar_events AS e " .
 121    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid AND " .
 122    // "( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 123    "e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 124    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
 125    "LEFT OUTER JOIN patient_data AS p ON p.pid = fe.pid " .
 126    // "LEFT OUTER JOIN users AS u ON BINARY u.username = BINARY f.user WHERE ";
 127    "LEFT OUTER JOIN users AS u ON u.id = fe.provider_id WHERE ";
 128   if ($form_to_date) {
 129    // $query .= "LEFT(fe.date, 10) >= '$form_from_date' AND LEFT(fe.date, 10) <= '$form_to_date' ";
 130    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_to_date 23:59:59' ";
 131   } else {
 132    // $query .= "LEFT(fe.date, 10) = '$form_from_date' ";
 133    $query .= "fe.date >= '$form_from_date 00:00:00' AND fe.date <= '$form_from_date 23:59:59' ";
 134   }
 135   if ($form_facility !== '') {
 136    $query .= "AND fe.facility_id = '$form_facility' ";
 137   }
 138   $query .= ") ORDER BY docname, pc_eventDate, pc_startTime";
 139
 140   $res = sqlStatement($query);
 141  }
 142 ?>
 143 <html>
 144 <head>
 145 <?php html_header_show();?>
 146 <link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
 147 <style type="text/css">
 148
 149 /* specifically include & exclude from printing */
 150 @media print {
 151     #report_parameters {
 152         visibility: hidden;
 153         display: none;
 154     }
 155     #report_parameters_daterange {
 156         visibility: visible;
 157         display: inline;
 158     }
 159     #report_results table {
 160        margin-top: 0px;
 161     }
 162 }
 163
 164 /* specifically exclude some from the screen */
 165 @media screen {
 166     #report_parameters_daterange {
 167         visibility: hidden;
 168         display: none;
 169     }
 170 }
 171
 172 </style>
 173 <title><?php  xl('Appointments and Encounters','e'); ?></title>
 174 </head>
 175
 176 <body class="body_top">
 177
 178 <span class='title'><?php xl('Report','e'); ?> - <?php xl('Appointments and Encounters','e'); ?></span>
 179
 180 <div id="report_parameters_daterange">
 181 <?php echo date("d F Y", strtotime($form_from_date)) ." &nbsp; to &nbsp; ". date("d F Y", strtotime($form_to_date)); ?>
 182 </div>
 183
 184 <form method='post' id='theform' action='appt_encounter_report.php'>
 185
 186 <div id="report_parameters">
 187
 188 <table>
 189  <tr>
 190   <td width='630px'>
 191         <div style='float:left'>
 192
 193         <table class='text'>
 194                 <tr>
 195                         <td class='label'>
 196                                 <?php xl('Facility','e'); ?>:
 197                         </td>
 198                         <td>
 199                                 <?php
 200                                  // Build a drop-down list of facilities.
 201                                  //
 202                                  $query = "SELECT id, name FROM facility ORDER BY name";
 203                                  $fres = sqlStatement($query);
 204                                  echo "   <select name='form_facility'>\n";
 205                                  echo "    <option value=''>-- " . xl('All Facilities', 'e') . " --\n";
 206                                  while ($frow = sqlFetchArray($fres)) {
 207                                   $facid = $frow['id'];
 208                                   echo "    <option value='$facid'";
 209                                   if ($facid == $form_facility) echo " selected";
 210                                   echo ">" . htmlspecialchars($frow['name']) . "\n";
 211                                  }
 212                                  echo "    <option value='0'";
 213                                  if ($form_facility === '0') echo " selected";
 214                                  echo ">-- " . xl('Unspecified') . " --\n";
 215                                  echo "   </select>\n";
 216                                 ?>
 217                         </td>
 218                         <td class='label'>
 219                            <?php xl('DOS','e'); ?>:
 220                         </td>
 221                         <td>
 222                            <input type='text' name='form_from_date' id="form_from_date" size='10' value='<?php  echo $form_from_date; ?>'
 223                                 title='Date of appointments mm/dd/yyyy' >
 224                            <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 225                                 id='img_from_date' border='0' alt='[?]' style='cursor:pointer'
 226                                 title='<?php xl('Click here to choose a date','e'); ?>'>
 227                         </td>
 228                         <td class='label'>
 229                            <?php xl('To','e'); ?>:
 230                         </td>
 231                         <td>
 232                            <input type='text' name='form_to_date' id="form_to_date" size='10' value='<?php  echo $form_to_date; ?>'
 233                                 title='Optional end date mm/dd/yyyy' >
 234                            <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 235                                 id='img_to_date' border='0' alt='[?]' style='cursor:pointer'
 236                                 title='<?php xl('Click here to choose a date','e'); ?>'>
 237                         </td>
 238                 </tr>
 239                 <tr>
 240                         <td>&nbsp;</td>
 241                         <td>
 242                            <input type='checkbox' name='form_details'
 243                                 value='1'<?php if ($_POST['form_details']) echo " checked"; ?>><?php xl('Details','e') ?>
 244                         </td>
 245                 </tr>
 246         </table>
 247
 248         </div>
 249
 250   </td>
 251   <td align='left' valign='middle' height="100%">
 252         <table style='border-left:1px solid; width:100%; height:100%' >
 253                 <tr>
 254                         <td>
 255                                 <div style='margin-left:15px'>
 256                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value","true"); $("#theform").submit();'>
 257                                         <span>
 258                                                 <?php xl('Submit','e'); ?>
 259                                         </span>
 260                                         </a>
 261
 262                                         <?php if ($_POST['form_refresh']) { ?>
 263                                         <a href='#' class='css_button' onclick='window.print()'>
 264                                                 <span>
 265                                                         <?php xl('Print','e'); ?>
 266                                                 </span>
 267                                         </a>
 268                                         <?php } ?>
 269                                 </div>
 270                         </td>
 271                 </tr>
 272         </table>
 273   </td>
 274  </tr>
 275 </table>
 276
 277 </div> <!-- end apptenc_report_parameters -->
 278
 279 <?php
 280  if ($_POST['form_refresh'] ) {
 281 ?>
 282 <div id="report_results">
 283 <table>
 284
 285  <thead>
 286   <th> &nbsp;<?php  xl('Practitioner','e'); ?> </th>
 287   <th> &nbsp;<?php  xl('Date/Appt','e'); ?> </th>
 288   <th> &nbsp;<?php  xl('Patient','e'); ?> </th>
 289   <th> &nbsp;<?php  xl('ID','e'); ?> </th>
 290   <th align='right'> <?php  xl('Chart','e'); ?>&nbsp; </th>
 291   <th align='right'> <?php  xl('Encounter','e'); ?>&nbsp; </th>
 292   <th align='right'> <?php  xl('Charges','e'); ?>&nbsp; </th>
 293   <th align='right'> <?php  xl('Copays','e'); ?>&nbsp; </th>
 294   <th> <?php  xl('Billed','e'); ?> </th>
 295   <th> &nbsp;<?php  xl('Error','e'); ?> </th>
 296  </thead>
 297  <tbody>
 298 <?php
 299  if ($res) {
 300   $docrow = array('docname' => '', 'charges' => 0, 'copays' => 0, 'encounters' => 0);
 301
 302   while ($row = sqlFetchArray($res)) {
 303    $patient_id = $row['pid'];
 304    $encounter  = $row['encounter'];
 305    $docname    = $row['docname'] ? $row['docname'] : xl('Unknown');
 306
 307    if ($docname != $docrow['docname']) {
 308     endDoctor($docrow);
 309    }
 310
 311    $errmsg  = "";
 312    $billed  = "Y";
 313    $charges = 0;
 314    $copays  = 0;
 315    $gcac_related_visit = false;
 316
 317    // Scan the billing items for status and fee total.
 318    //
 319    $query = "SELECT code_type, code, modifier, authorized, billed, fee, justify " .
 320     "FROM billing WHERE " .
 321     "pid = '$patient_id' AND encounter = '$encounter' AND activity = 1";
 322    $bres = sqlStatement($query);
 323    //
 324    while ($brow = sqlFetchArray($bres)) {
 325     $code_type = $brow['code_type'];
 326     if ($code_types[$code_type]['fee'] && !$brow['billed'])
 327       $billed = "";
 328     if (!$GLOBALS['simplified_demographics'] && !$brow['authorized'])
 329       postError(xl('Needs Auth'));
 330     if ($code_types[$code_type]['just']) {
 331      if (! $brow['justify']) postError(xl('Needs Justify'));
 332     }
 333     if ($code_type == 'COPAY') {
 334      $copays -= $brow['fee'];
 335      if ($brow['fee'] >= 0) postError(xl('Copay not positive'));
 336     } else if ($code_types[$code_type]['fee']) {
 337      $charges += $brow['fee'];
 338      if ($brow['fee'] == 0 && !$GLOBALS['ippf_specific']) postError(xl('Missing Fee'));
 339     } else {
 340      if ($brow['fee'] != 0) postError(xl('Fee is not allowed'));
 341     }
 342
 343     // Custom logic for IPPF to determine if a GCAC issue applies.
 344     if ($GLOBALS['ippf_specific']) {
 345       if (!empty($code_types[$code_type]['fee'])) {
 346         $query = "SELECT related_code FROM codes WHERE code_type = '" .
 347           $code_types[$code_type]['id'] . "' AND " .
 348           "code = '" . $brow['code'] . "' AND ";
 349         if ($brow['modifier']) {
 350           $query .= "modifier = '" . $brow['modifier'] . "'";
 351         } else {
 352           $query .= "(modifier IS NULL OR modifier = '')";
 353         }
 354         $query .= " LIMIT 1";
 355         $tmp = sqlQuery($query);
 356         $relcodes = explode(';', $tmp['related_code']);
 357         foreach ($relcodes as $codestring) {
 358           if ($codestring === '') continue;
 359           list($codetype, $code) = explode(':', $codestring);
 360           if ($codetype !== 'IPPF') continue;
 361           if (preg_match('/^25222/', $code)) $gcac_related_visit = true;
 362         }
 363       }
 364     } // End IPPF stuff
 365
 366    } // end while
 367
 368    // The following is removed, perhaps temporarily, because gcac reporting
 369    // no longer depends on gcac issues.  -- Rod 2009-08-11
 370    /******************************************************************
 371    // More custom code for IPPF.  Generates an error message if a
 372    // GCAC issue is required but is not linked to this visit.
 373    if (!$errmsg && $gcac_related_visit) {
 374     $grow = sqlQuery("SELECT l.id, l.title, l.begdate, ie.pid " .
 375       "FROM lists AS l " .
 376       "LEFT JOIN issue_encounter AS ie ON ie.pid = l.pid AND " .
 377       "ie.encounter = '$encounter' AND ie.list_id = l.id " .
 378       "WHERE l.pid = '$patient_id' AND " .
 379       "l.activity = 1 AND l.type = 'ippf_gcac' " .
 380       "ORDER BY ie.pid DESC, l.begdate DESC LIMIT 1");
 381     // Note that reverse-ordering by ie.pid is a trick for sorting
 382     // issues linked to the encounter (non-null values) first.
 383     if (empty($grow['pid'])) { // if there is no linked GCAC issue
 384       if (empty($grow)) { // no GCAC issue exists
 385         $errmsg = "GCAC issue does not exist";
 386       }
 387       else { // there is one but none is linked
 388         $errmsg = "GCAC issue is not linked";
 389       }
 390     }
 391    }
 392    ******************************************************************/
 393    if ($gcac_related_visit) {
 394       $grow = sqlQuery("SELECT COUNT(*) AS count FROM forms " .
 395         "WHERE pid = '$patient_id' AND encounter = '$encounter' AND " .
 396         "deleted = 0 AND formdir = 'LBFgcac'");
 397       if (empty($grow['count'])) { // if there is no gcac form
 398         postError(xl('GCAC visit form is missing'));
 399       }
 400    } // end if
 401    /*****************************************************************/
 402
 403    if (!$billed) postError($GLOBALS['simplified_demographics'] ?
 404      xl('Not checked out') : xl('Not billed'));
 405    if (!$encounter) postError(xl('No visit'));
 406
 407    if (! $charges) $billed = "";
 408
 409    $docrow['charges'] += $charges;
 410    $docrow['copays']  += $copays;
 411    if ($encounter) ++$docrow['encounters'];
 412
 413    if ($_POST['form_details']) {
 414 ?>
 415  <tr>
 416   <td>
 417    &nbsp;<?php  echo ($docname == $docrow['docname']) ? "" : $docname ?>
 418   </td>
 419   <td>
 420    &nbsp;<?php
 421     /*****************************************************************
 422     if ($form_to_date) {
 423         echo $row['pc_eventDate'] . '<br>';
 424         echo substr($row['pc_startTime'], 0, 5);
 425     }
 426     *****************************************************************/
 427     if (empty($row['pc_eventDate'])) {
 428       echo oeFormatShortDate(substr($row['encdate'], 0, 10));
 429     }
 430     else {
 431       echo oeFormatShortDate($row['pc_eventDate']) . ' ' . substr($row['pc_startTime'], 0, 5);
 432     }
 433     ?>
 434   </td>
 435   <td>
 436    &nbsp;<?php  echo $row['fname'] . " " . $row['lname'] ?>
 437   </td>
 438   <td>
 439    &nbsp;<?php  echo $row['pubpid'] ?>
 440   </td>
 441   <td align='right'>
 442    <?php  echo $row['pid'] ?>&nbsp;
 443   </td>
 444   <td align='right'>
 445    <?php  echo $encounter ?>&nbsp;
 446   </td>
 447   <td align='right'>
 448    <?php  bucks($charges) ?>&nbsp;
 449   </td>
 450   <td align='right'>
 451    <?php  bucks($copays) ?>&nbsp;
 452   </td>
 453   <td>
 454    <?php  echo $billed ?>
 455   </td>
 456   <td style='color:#cc0000'>
 457    <?php echo $errmsg; ?>&nbsp;
 458   </td>
 459  </tr>
 460 <?php
 461    } // end of details line
 462
 463    $docrow['docname'] = $docname;
 464   } // end of row
 465
 466   endDoctor($docrow);
 467
 468   echo " <tr class='report_totals'>\n";
 469   echo "  <td colspan='5'>\n";
 470   echo "   &nbsp;" . xl('Grand Totals') . "\n";
 471   echo "  </td>\n";
 472   echo "  <td align='right'>\n";
 473   echo "   &nbsp;" . $grand_total_encounters . "&nbsp;\n";
 474   echo "  </td>\n";
 475   echo "  <td align='right'>\n";
 476   echo "   &nbsp;"; bucks($grand_total_charges); echo "&nbsp;\n";
 477   echo "  </td>\n";
 478   echo "  <td align='right'>\n";
 479   echo "   &nbsp;"; bucks($grand_total_copays); echo "&nbsp;\n";
 480   echo "  </td>\n";
 481   echo "  <td colspan='2'>\n";
 482   echo "   &nbsp;\n";
 483   echo "  </td>\n";
 484   echo " </tr>\n";
 485
 486  }
 487 ?>
 488 </tbody>
 489 </table>
 490 </div> <!-- end the apptenc_report_results -->
 491 <?php } else { ?>
 492 <div class='text'>
 493         <?php echo xl('Please input search criteria above, and click Submit to view results.', 'e' ); ?>
 494 </div>
 495 <?php } ?>
 496
 497 <input type='hidden' name='form_refresh' id='form_refresh' value=''/>
 498
 499 </form>
 500 <script>
 501 <?php if ($alertmsg) { echo " alert('$alertmsg');\n"; } ?>
 502 </script>
 503 </body>
 504
 505 <!-- stuff for the popup calendar -->
 506 <style type="text/css">@import url(../../library/dynarch_calendar.css);</style>
 507 <script type="text/javascript" src="../../library/dynarch_calendar.js"></script>
 508 <?php include_once("{$GLOBALS['srcdir']}/dynarch_calendar_en.inc.php"); ?>
 509 <script type="text/javascript" src="../../library/dynarch_calendar_setup.js"></script>
 510 <script type="text/javascript" src="../../library/js/jquery.1.3.2.js"></script>
 511
 512 <script language="Javascript">
 513  Calendar.setup({inputField:"form_from_date", ifFormat:"%Y-%m-%d", button:"img_from_date"});
 514  Calendar.setup({inputField:"form_to_date", ifFormat:"%Y-%m-%d", button:"img_to_date"});
 515 </script>
 516
 517 </html>