interface/reports/svc_code_financial_report.php

   1 <?php
   2 /**
   3  * This is a report of Financial Summary by Service Code.
   4  *
   5  * This is a summary of service code charge/pay/adjust and balance,
   6  * with the ability to pick "important" codes to either highlight or
   7  * limit to list to. Important codes can be configured in
   8  * Administration->Service section by assigning code with
   9  * 'Service Reporting'.
  10  *
  11  * Copyright (C) 2006-2016 Rod Roark <rod@sunsetsystems.com>
  12  * Copyright (C) 2017 Brady Miller <brady.g.miller@gmail.com>
  13  *
  14  * LICENSE: This program is free software; you can redistribute it and/or
  15  * modify it under the terms of the GNU General Public License
  16  * as published by the Free Software Foundation; either version 2
  17  * of the License, or (at your option) any later version.
  18  * This program is distributed in the hope that it will be useful,
  19  * but WITHOUT ANY WARRANTY; without even the implied warranty of
  20  * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  21  * GNU General Public License for more details.
  22  * You should have received a copy of the GNU General Public License
  23  * along with this program. If not, see <http://opensource.org/licenses/gpl-license.php>;.
  24  *
  25  * @package OpenEMR
  26  * @author  Visolve
  27  * @author  Brady Miller <brady.g.miller@gmail.com>
  28  * @link    http://www.open-emr.org
  29  */
  30
  31 $sanitize_all_escapes=true;
  32 $fake_register_globals=false;
  33
  34 require_once("../globals.php");
  35 require_once("$srcdir/patient.inc");
  36 require_once("$srcdir/acl.inc");
  37 require_once("$srcdir/formatting.inc.php");
  38 require_once "$srcdir/options.inc.php";
  39 require_once "$srcdir/appointments.inc.php";
  40
  41 $grand_total_units  = 0;
  42 $grand_total_amt_billed  = 0;
  43 $grand_total_amt_paid  = 0;
  44 $grand_total_amt_adjustment  = 0;
  45 $grand_total_amt_balance  = 0;
  46
  47
  48   if (! acl_check('acct', 'rep')) die(xlt("Unauthorized access."));
  49
  50   $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  51   $form_to_date   = fixDate($_POST['form_to_date']  , date('Y-m-d'));
  52   $form_facility  = $_POST['form_facility'];
  53   $form_provider  = $_POST['form_provider'];
  54
  55   if ($_POST['form_csvexport']) {
  56     header("Pragma: public");
  57     header("Expires: 0");
  58     header("Cache-Control: must-revalidate, post-check=0, pre-check=0");
  59     header("Content-Type: application/force-download");
  60     header("Content-Disposition: attachment; filename=svc_financial_report_".attr($form_from_date)."--".attr($form_to_date).".csv");
  61     header("Content-Description: File Transfer");
  62     // CSV headers:
  63     } // end export
  64   else {
  65 ?>
  66 <html>
  67 <head>
  68 <link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
  69 <link rel="stylesheet" href="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-datetimepicker-2-5-4/build/jquery.datetimepicker.min.css">
  70
  71 <?php html_header_show();?>
  72
  73 <style type="text/css">
  74 /* specifically include & exclude from printing */
  75 @media print {
  76     #report_parameters {
  77         visibility: hidden;
  78         display: none;
  79     }
  80     #report_parameters_daterange {
  81         visibility: visible;
  82         display: inline;
  83     }
  84     #report_results {
  85        margin-top: 30px;
  86     }
  87 }
  88
  89 /* specifically exclude some from the screen */
  90 @media screen {
  91     #report_parameters_daterange {
  92         visibility: hidden;
  93         display: none;
  94     }
  95 }
  96 </style>
  97
  98 <script type="text/javascript" src="../../library/dialog.js?v=<?php echo $v_js_includes; ?>"></script>
  99 <script type="text/javascript" src="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-min-3-1-1/index.js"></script>
 100 <script type="text/javascript" src="../../library/js/common.js?v=<?php echo $v_js_includes; ?>"></script>
 101 <script type="text/javascript" src="../../library/js/report_helper.js?v=<?php echo $v_js_includes; ?>"></script>
 102 <script type="text/javascript" src="<?php echo $GLOBALS['assets_static_relative']; ?>/jquery-datetimepicker-2-5-4/build/jquery.datetimepicker.full.min.js"></script>
 103
 104 <title><?php echo xlt('Financial Summary by Service Code') ?></title>
 105
 106 <script language="JavaScript">
 107
 108  $(document).ready(function() {
 109   oeFixedHeaderSetup(document.getElementById('mymaintable'));
 110   var win = top.printLogSetup ? top : opener.top;
 111   win.printLogSetup(document.getElementById('printbutton'));
 112
 113   $('.datepicker').datetimepicker({
 114     <?php $datetimepicker_timepicker = false; ?>
 115     <?php $datetimepicker_formatInput = false; ?>
 116     <?php require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?>
 117     <?php // can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
 118   });
 119  });
 120
 121 </script>
 122
 123 </head>
 124
 125 <body leftmargin='0' topmargin='0' marginwidth='0' marginheight='0' class="body_top">
 126 <span class='title'><?php echo xlt('Report'); ?> - <?php echo xlt('Financial Summary by Service Code'); ?></span>
 127 <form method='post' action='svc_code_financial_report.php' id='theform'>
 128 <div id="report_parameters">
 129 <input type='hidden' name='form_refresh' id='form_refresh' value=''/>
 130 <input type='hidden' name='form_csvexport' id='form_csvexport' value=''/>
 131 <table>
 132  <tr>
 133   <td width='70%'>
 134         <div style='float:left'>
 135         <table class='text'>
 136                 <tr>
 137                         <td class='label'>
 138                                 <?php echo xlt('Facility'); ?>:
 139                         </td>
 140                         <td>
 141                         <?php dropdown_facility($form_facility, 'form_facility', true); ?>
 142                         </td>
 143                         <td><?php echo xlt('Provider'); ?>:</td>
 144                 <td><?php
 145                         // Build a drop-down list of providers.
 146                                 //
 147                                 $query = "SELECT id, lname, fname FROM users WHERE ".
 148                                   "authorized = 1 ORDER BY lname, fname"; //(CHEMED) facility filter
 149                                 $ures = sqlStatement($query);
 150                                 echo "   <select name='form_provider'>\n";
 151                                 echo "    <option value=''>-- " . xlt('All') . " --\n";
 152                                 while ($urow = sqlFetchArray($ures)) {
 153                                         $provid = $urow['id'];
 154                                         echo "    <option value='" . attr($provid) ."'";
 155                                         if ($provid == $_POST['form_provider']) echo " selected";
 156                                         echo ">" . text($urow['lname']) . ", " . text($urow['fname']) . "\n";
 157                                 }
 158                                 echo "   </select>\n";
 159                                 ?>
 160                                 </td>
 161                 </tr><tr>
 162                  <td colspan="2">
 163                           <?php echo xlt('From'); ?>:&nbsp;&nbsp;&nbsp;&nbsp;
 164                            <input type='text' class='datepicker' name='form_from_date' id="form_from_date" size='10' value='<?php echo attr($form_from_date) ?>'
 165                                 title='yyyy-mm-dd'>
 166                         </td>
 167                         <td class='label'>
 168                            <?php echo xlt('To'); ?>:
 169                         </td>
 170                         <td>
 171                            <input type='text' class='datepicker' name='form_to_date' id="form_to_date" size='10' value='<?php echo attr($form_to_date) ?>'
 172                                 title='yyyy-mm-dd'>
 173                         </td>
 174                         <td>
 175                            <input type='checkbox' name='form_details'<?php  if ($_POST['form_details']) echo ' checked'; ?>>
 176                            <?php echo xlt('Important Codes'); ?>
 177                         </td>
 178                 </tr>
 179         </table>
 180         </div>
 181   </td>
 182   <td align='left' valign='middle' height="100%">
 183         <table style='border-left:1px solid; width:100%; height:100%' >
 184                 <tr>
 185                         <td>
 186                                 <div style='margin-left:15px'>
 187                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value","true"); $("#form_csvexport").attr("value",""); $("#theform").submit();'>
 188                                         <span>
 189                                                 <?php echo xlt('Submit'); ?>
 190                                         </span>
 191                                         </a>
 192
 193                                         <?php if ($_POST['form_refresh'] || $_POST['form_csvexport']) { ?>
 194                                         <div id="controls">
 195                                         <a href='#' class='css_button' id='printbutton'>
 196                                                 <span>
 197                                                         <?php echo xlt('Print'); ?>
 198                                                 </span>
 199                                         </a>
 200                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value",""); $("#form_csvexport").attr("value","true"); $("#theform").submit();'>
 201                                                 <span>
 202                                                         <?php echo xlt('CSV Export'); ?>
 203                                                 </span>
 204                                         </a>
 205                                         </div>
 206                                         <?php } ?>
 207                                 </div>
 208                         </td>
 209                 </tr>
 210         </table>
 211   </td>
 212  </tr>
 213 </table>
 214 </div> <!-- end of parameters -->
 215
 216 <?php
 217 }
 218    // end not export
 219
 220   if ($_POST['form_refresh'] || $_POST['form_csvexport']) {
 221     $rows = array();
 222     $from_date = $form_from_date;
 223     $to_date   = $form_to_date;
 224     $sqlBindArray = array();
 225     $query = "select b.code,sum(b.units) as units,sum(b.fee) as billed,sum(ar_act.paid) as PaidAmount, " .
 226         "sum(ar_act.adjust) as AdjustAmount,(sum(b.fee)-(sum(ar_act.paid)+sum(ar_act.adjust))) as Balance, " .
 227         "c.financial_reporting " .
 228         "FROM form_encounter as fe " .
 229         "JOIN billing as b on b.pid=fe.pid and b.encounter=fe.encounter " .
 230         "JOIN (select pid,encounter,code,sum(pay_amount) as paid,sum(adj_amount) as adjust from ar_activity group by pid,encounter,code) as ar_act " .
 231         "ON ar_act.pid=b.pid and ar_act.encounter=b.encounter and ar_act.code=b.code " .
 232         "LEFT OUTER JOIN codes AS c ON c.code = b.code " .
 233         "INNER JOIN code_types AS ct ON ct.ct_key = b.code_type AND ct.ct_fee = '1' " .
 234         "WHERE b.code_type != 'COPAY' AND b.activity = 1 /* AND b.fee != 0 */ AND " .
 235         "fe.date >=  ? AND fe.date <= ?";
 236    array_push($sqlBindArray,"$from_date 00:00:00","$to_date 23:59:59");
 237     // If a facility was specified.
 238       if ($form_facility) {
 239         $query .= " AND fe.facility_id = ?";
 240        array_push($sqlBindArray,$form_facility);
 241       }
 242     // If a provider was specified.
 243       if ($form_provider) {
 244         $query .= " AND b.provider_id = ?";
 245         array_push($sqlBindArray,$form_provider);
 246       }
 247       // If selected important codes
 248       if($_POST['form_details']) {
 249         $query .= " AND c.financial_reporting = '1'";
 250       }
 251       $query .= " GROUP BY b.code ORDER BY b.code, fe.date, fe.id ";
 252       $res = sqlStatement($query,$sqlBindArray);
 253       $grand_total_units  = 0;
 254       $grand_total_amt_billed  = 0;
 255       $grand_total_amt_paid  = 0;
 256       $grand_total_amt_adjustment  = 0;
 257       $grand_total_amt_balance  = 0;
 258
 259       while ($erow = sqlFetchArray($res)) {
 260           $row = array();
 261       $row['pid'] = $erow['pid'];
 262       $row['provider_id'] = $erow['provider_id'];
 263       $row['Procedure codes'] = $erow['code'];
 264       $row['Units'] = $erow['units'];
 265       $row['Amt Billed'] = $erow['billed'];
 266       $row['Paid Amt'] = $erow['PaidAmount'];
 267       $row['Adjustment Amt'] = $erow['AdjustAmount'];
 268       $row['Balance Amt'] = $erow['Balance'];
 269       $row['financial_reporting'] = $erow['financial_reporting'];
 270       $rows[$erow['pid'] . '|' . $erow['code'] . '|' . $erow['units']] = $row;
 271       }
 272               if ($_POST['form_csvexport']) {
 273                 // CSV headers:
 274                 if (true) {
 275                   echo '"Procedure codes",';
 276                   echo '"Units",';
 277                   echo '"Amt Billed",';
 278                   echo '"Paid Amt",';
 279                   echo '"Adjustment Amt",';
 280                   echo '"Balance Amt",' . "\n";
 281                 }
 282               } else {
 283 ?> <div id="report_results">
 284 <table id='mymaintable'>
 285  <thead>
 286   <th>
 287    <?php echo xlt('Procedure Codes'); ?>
 288   </th>
 289   <th >
 290    <?php echo xlt('Units'); ?>
 291   </th>
 292   <th>
 293    <?php echo xlt('Amt Billed'); ?>
 294   </th>
 295   <th>
 296    <?php echo xlt('Paid Amt'); ?>
 297   </th>
 298   <th >
 299    <?php echo xlt('Adjustment Amt'); ?>
 300   </th>
 301   <th >
 302    <?php echo xlt('Balance Amt'); ?>
 303   </th>
 304  </thead>
 305  <?php
 306               }
 307      $orow = -1;
 308
 309      foreach ($rows as $key => $row) {
 310 $print = '';
 311 $csv = '';
 312
 313 if($row['financial_reporting']){ $bgcolor = "#FFFFDD";  }else { $bgcolor = "#FFDDDD";  }
 314 $print = "<tr bgcolor='$bgcolor'><td class='detail'>".text($row['Procedure codes'])."</td><td class='detail'>".text($row['Units'])."</td><td class='detail'>".text(oeFormatMoney($row['Amt Billed']))."</td><td class='detail'>".text(oeFormatMoney($row['Paid Amt']))."</td><td class='detail'>".text(oeFormatMoney($row['Adjustment Amt']))."</td><td class='detail'>".text(oeFormatMoney($row['Balance Amt']))."</td>";
 315
 316 $csv = '"' . text($row['Procedure codes']) . '","' . text($row['Units']) . '","' . text(oeFormatMoney($row['Amt Billed'])) . '","' . text(oeFormatMoney($row['Paid Amt'])) . '","' . text(oeFormatMoney($row['Adjustment Amt'])) . '","' . text(oeFormatMoney($row['Balance Amt'])) . '"' . "\n";
 317
 318 $bgcolor = ((++$orow & 1) ? "#ffdddd" : "#ddddff");
 319                                 $grand_total_units  += $row['Units'];
 320                                                 $grand_total_amt_billed  += $row['Amt Billed'];
 321                                                 $grand_total_amt_paid  += $row['Paid Amt'];
 322                                                 $grand_total_amt_adjustment  += $row['Adjustment Amt'];
 323                                                 $grand_total_amt_balance  += $row['Balance Amt'];
 324
 325         if ($_POST['form_csvexport']) { echo $csv; }
 326         else { echo $print;
 327  }
 328      }
 329        if (!$_POST['form_csvexport']) {
 330          echo "<tr bgcolor='#ffffff'>\n";
 331          echo " <td class='detail'>" . xlt("Grand Total") . "</td>\n";
 332          echo " <td class='detail'>" . text($grand_total_units) . "</td>\n";
 333                  echo " <td class='detail'>" .
 334          text(oeFormatMoney($grand_total_amt_billed)) . "</td>\n";
 335                  echo " <td class='detail'>" .
 336          text(oeFormatMoney($grand_total_amt_paid)) . "</td>\n";
 337                  echo " <td class='detail'>" .
 338          text(oeFormatMoney($grand_total_amt_adjustment)) . "</td>\n";
 339                  echo " <td class='detail'>" .
 340          text(oeFormatMoney($grand_total_amt_balance)) . "</td>\n";
 341          echo " </tr>\n";
 342           ?>
 343                 </table>    </div>
 344         <?php
 345       }
 346         }
 347
 348   if (! $_POST['form_csvexport']) {
 349        if ( $_POST['form_refresh'] && count($print) != 1)
 350         {
 351                 echo "<span style='font-size:10pt;'>";
 352                 echo xlt('No matches found. Try search again.');
 353                 echo "</span>";
 354                 echo '<script>document.getElementById("report_results").style.display="none";</script>';
 355                 echo '<script>document.getElementById("controls").style.display="none";</script>';
 356                 }
 357
 358 if (!$_POST['form_refresh'] && !$_POST['form_csvexport']) { ?>
 359 <div class='text'>
 360         <?php echo xlt('Please input search criteria above, and click Submit to view results.' ); ?>
 361 </div>
 362 <?php } ?>
 363 </form>
 364 </body>
 365
 366 </html>
 367 <?php
 368   } // End not csv export
 369 ?>