interface/billing/payment_master.inc.php

   1 <?php
   2
   3 /**
   4  * Check/cash details are entered here.Used in New Payment and Edit Payment screen.
   5  * Special list function
   6  *
   7  * @package   OpenEMR
   8  * @link      http://www.open-emr.org
   9  * @author    Eldho Chacko <eldho@zhservices.com>
  10  * @author    Paul Simon K <paul@zhservices.com>
  11  * @author    Rod Roark <rod@sunsetsystems.com>
  12  * @copyright Copyright (c) 2010 Z&H Consultancy Services Private Limited <sam@zhservices.com>
  13  * @license   https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
  14  */
  15
  16 function generate_list_payment_category($tag_name, $list_id, $currvalue, $title, $empty_name = ' ', $class = '', $onchange = '', $PaymentType = 'insurance', $screen = 'new_payment')
  17 {
  18     $s = '';
  19     $s .= "<select name='" . attr($tag_name) . "' id='" . attr($tag_name) . "'";
  20     if ($class) {
  21         $s .= " class='" . attr($class) . "'";
  22     }
  23     if ($onchange) {
  24         $s .= " onchange='" . $onchange . "'"; //Need to html escape $onchange prior to the generate_list_payment_category function call
  25     }
  26     $s .= " title='" . attr($title) . "'>";
  27     if ($empty_name) {
  28         $s .= "<option value=''>" . xlt($empty_name) . "</option>";
  29     }
  30     $lres = sqlStatement("SELECT * FROM list_options WHERE list_id = ? AND activity = 1 ORDER BY seq, title", array($list_id));
  31     $got_selected = false;
  32     while ($lrow = sqlFetchArray($lres)) {
  33         $s .= "<option   id='option_" . attr($lrow['option_id']) . "'" . " value='" . attr($lrow['option_id']) . "'";
  34         if ((strlen($currvalue) == 0 && $lrow['is_default']) || (strlen($currvalue) > 0 && $lrow['option_id'] == $currvalue) || ($lrow['option_id'] == 'insurance_payment' && $screen == 'new_payment')) {
  35             $s .= " selected";
  36             $got_selected = true;
  37         }
  38         if (($PaymentType == 'insurance' || $screen == 'new_payment') && ($lrow['option_id'] == 'family_payment' || $lrow['option_id'] == 'patient_payment')) {
  39             $s .= " style='background-color: var(--light)' ";
  40         }
  41         if ($PaymentType == 'patient' && $lrow['option_id'] == 'insurance_payment') {
  42             $s .= " style='background-color: var(--light)' ";
  43         }
  44         $s .= ">" . text(xl_list_label($lrow['title'])) . "</option>\n";
  45     }
  46     if (!$got_selected && strlen($currvalue) > 0) {
  47         $currescaped = text($currvalue);
  48         $s .= "<option value='" . attr($currvalue) . "' selected>* " . text($currvalue) . " *</option>";
  49         $s .= "</select>";
  50         $fontTitle = xl('Please choose a valid selection from the list.');
  51         $fontText = xl('Fix this');
  52         $s .= " <font class='text-danger' title='" . attr($fontTitle) . "'>" . text($fontText) . "!</font>";
  53     } else {
  54         $s .= "</select>";
  55     }
  56     return $s;
  57 }
  58
  59 // ================================================================================================
  60 $CheckNumber = '';
  61 $CheckDate = '';
  62 $PaymentMethod = '';
  63 $PaymentType = '';
  64 $AdjustmentCode = '';
  65 $div_after_save = '';
  66 $DepositDate = '';
  67 $Description = '';
  68 $TypeCode = '';
  69 $UndistributedAmount = 0;
  70 if ($payment_id > 0) {
  71     $rs = sqlStatement("select pay_total,global_amount from ar_session where session_id=?", array($payment_id));
  72     $row = sqlFetchArray($rs);
  73     $pay_total = $row['pay_total'];
  74     $global_amount = $row['global_amount'];
  75     $rs = sqlStatement(
  76         "SELECT sum(pay_amount) sum_pay_amount FROM ar_activity WHERE session_id = ? AND deleted IS NULL",
  77         array($payment_id)
  78     );
  79     $row = sqlFetchArray($rs);
  80     $pay_amount = $row['sum_pay_amount'];
  81     $UndistributedAmount = $pay_total - $pay_amount - $global_amount;
  82
  83     $res = sqlStatement("SELECT check_date ,reference ,insurance_companies.name,
  84         payer_id,pay_total,payment_type,post_to_date,patient_id ,
  85         adjustment_code,description,deposit_date,payment_method
  86         FROM ar_session left join insurance_companies on ar_session.payer_id=insurance_companies.id where ar_session.session_id =?", array($payment_id));
  87     $row = sqlFetchArray($res);
  88     $InsuranceCompanyName = $row['name'];
  89     $InsuranceCompanyId = $row['payer_id'];
  90     $PatientId = $row['patient_id'];
  91     $CheckNumber = $row['reference'];
  92     $CheckDate = $row['check_date'] == '0000-00-00' ? '' : $row['check_date'];
  93     $PayTotal = $row['pay_total'];
  94     $PostToDate = $row['post_to_date'] == '0000-00-00' ? '' : $row['post_to_date'];
  95     $PaymentMethod = $row['payment_method'];
  96     $PaymentType = $row['payment_type'];
  97     $AdjustmentCode = $row['adjustment_code'];
  98     $DepositDate = $row['deposit_date'] == '0000-00-00' ? '' : $row['deposit_date'];
  99     $Description = $row['description'];
 100     if ($row['payment_type'] == 'insurance' || $row['payer_id'] * 1 > 0) {
 101         $res = sqlStatement("SELECT insurance_companies.name FROM insurance_companies
 102             where insurance_companies.id =?", array($InsuranceCompanyId));
 103         $row = sqlFetchArray($res);
 104         $div_after_save = $row['name'] ?? '';
 105         $TypeCode = $InsuranceCompanyId;
 106         if ($PaymentType == '') {
 107             $PaymentType = 'insurance';
 108         }
 109     } elseif ($row['payment_type'] == 'patient' || $row['patient_id'] * 1 > 0) {
 110         $res = sqlStatement("SELECT fname,lname,mname FROM patient_data
 111             where pid =?", array($PatientId));
 112         $row = sqlFetchArray($res);
 113         $fname = $row['fname'];
 114         $lname = $row['lname'];
 115         $mname = $row['mname'];
 116         $div_after_save = $lname . ' ' . $fname . ' ' . $mname;
 117         $TypeCode = $PatientId;
 118         if ($PaymentType == '') {
 119             $PaymentType = 'patient';
 120         }
 121     }
 122 }
 123 ?>
 124 <?php
 125 //================================================================================================
 126 if (($screen == 'new_payment' && $payment_id * 1 == 0) || ($screen == 'edit_payment' && $payment_id * 1 > 0)) {//New entry or edit in edit screen comes here.
 127     ?>
 128     <?php
 129     if (isset($_REQUEST['ParentPage']) && $_REQUEST['ParentPage'] == 'new_payment') {//This case comes when the Finish Payments is pressed from the New Payment screen.
 130         ?>
 131         <div class="row h3">
 132             <?php echo xlt('Confirm Payment'); ?>
 133         </div>
 134
 135         <?php
 136     } elseif ($screen == 'new_payment') { ?>
 137         <div class="row h3">
 138             <?php echo xlt('Batch Payment Entry'); ?>
 139         </div>
 140         <?php
 141     } else { ?>
 142         <div class="row h3">
 143             <?php echo xlt('Edit Payment'); ?>
 144         </div>
 145         <?php
 146     }
 147     ?>
 148     <div class="row">
 149         <div class="forms col-3">
 150             <label class="control-label" for="check_date"><?php echo xlt('Date'); ?>:</label>
 151             <input class="form-control datepicker" id='check_date' name='check_date' type='text' value="<?php echo attr(oeFormatShortDate($CheckDate)); ?>" autocomplete="off">
 152         </div>
 153         <div class="forms col-3">
 154             <label class="control-label" for="post_to_date"><?php echo xlt('Post To Date'); ?>:</label>
 155             <input class="form-control datepicker" id='post_to_date' name='post_to_date' type='text' value="<?php echo ($screen == 'new_payment') ? attr(oeFormatShortDate(date('Y-m-d'))) : attr(oeFormatShortDate($PostToDate)); ?>" autocomplete="off">
 156         </div>
 157         <div class="forms col-3">
 158             <label class="control-label" for="payment_method"><?php echo xlt('Payment Method'); ?>:</label>
 159             <div class="pl-0">
 160                 <?php
 161                 if ($PaymentMethod == '' && $screen == 'edit_payment') {
 162                     $blankValue = ' ';
 163                 } else {
 164                     $blankValue = '';
 165                 }
 166                 echo generate_select_list("payment_method", "payment_method", "$PaymentMethod", "Payment Method", "$blankValue", "", 'CheckVisible("yes")');
 167                 ?>
 168             </div>
 169         </div>
 170         <div class="forms col-3">
 171             <label class="control-label" for="check_number"><?php echo xlt('Check Number'); ?>:</label>
 172             <?php
 173             if ($PaymentMethod == 'check_payment' || $PaymentMethod == 'bank_draft' || $CheckNumber != '' || $screen == 'new_payment') {
 174                 $CheckDisplay = '';
 175                 $CheckDivDisplay = ' display: none; ';
 176             } else {
 177                 $CheckDisplay = ' display: none; ';
 178                 $CheckDivDisplay = '';
 179             }
 180             ?>
 181             <input type="text" name="check_number" style="<?php echo $CheckDisplay; ?>" autocomplete="off" class="form-control" value="<?php echo attr($CheckNumber); ?>" onKeyUp="ConvertToUpperCase(this)" id="check_number" class="form-control " />
 182             <div id="div_check_number" class="text border" style="width:140px;<?php echo $CheckDivDisplay; ?>">&nbsp;</div>
 183         </div>
 184     </div>
 185     <div class="row">
 186         <div class="forms col-3">
 187             <label class="control-label" for="payment_method"><?php echo xlt('Payment Amount'); ?>:</label>
 188             <input type="text" name="payment_amount" autocomplete="off" id="payment_amount" onchange="ValidateNumeric(this);<?php echo $screen == 'new_payment' ? 'FillUnappliedAmount();' : 'FillAmount();'; ?>" value="<?php echo ($screen == 'new_payment') ? attr('0.00') : attr($PayTotal); ?>" class="form-control text-right" />
 189         </div>
 190         <div class="forms col-3">
 191             <label class="control-label" for="type_name"><?php echo xlt('Paying Entity'); ?>:</label>
 192             <?php
 193             if ($PaymentType == '' && $screen == 'edit_payment') {
 194                 $blankValue = ' ';
 195             } else {
 196                 $blankValue = '';
 197             }
 198             echo generate_select_list("type_name", "payment_type", "$PaymentType", "Paying Entity", "$blankValue", "form-control", 'PayingEntityAction()');
 199             ?>
 200         </div>
 201         <div class="forms col-3">
 202             <label class="control-label" for="adjustment_code"><?php echo xlt('Payment Category'); ?>:</label>
 203             <?php
 204             if ($AdjustmentCode == '' && $screen == 'edit_payment') {
 205                 $blankValue = ' ';
 206             } else {
 207                 $blankValue = '';
 208             }
 209             echo generate_list_payment_category(
 210                 "adjustment_code",
 211                 "payment_adjustment_code",
 212                 "$AdjustmentCode",
 213                 "Payment Category",
 214                 "$blankValue",
 215                 "form-control",
 216                 'FilterSelection(this)',
 217                 "$PaymentType",
 218                 "$screen"
 219             );
 220             ?>
 221         </div>
 222     </div>
 223     <div class="row">
 224         <div class="forms col-6">
 225             <label class="control-label" for="type_code"><?php echo xlt('Payment From'); ?>:</label>
 226             <input type="hidden" id="hidden_ajax_close_value" value="<?php echo attr($div_after_save); ?>" />
 227             <input name='type_code' id='type_code' type="text" class="form-control" onKeyDown="PreventIt(event)" value="<?php echo attr($div_after_save); ?>" autocomplete="off" />
 228             <!-- onKeyUp="ajaxFunction(event,'non','edit_payment.php');" -->
 229             <div id='ajax_div_insurance_section'>
 230                 <div id='ajax_div_insurance_error'>
 231                 </div>
 232                 <div id="ajax_div_insurance" style="display: none;"></div>
 233             </div>
 234         </div>
 235         <div class="forms col-3">
 236             <label class="control-label" for="div_insurance_or_patient"><?php echo xlt('Payor ID'); ?>:</label>
 237             <!--<input class="form-control" type="text"  value = '<?php //echo attr($TypeCode);?>' name="div_insurance_or_patient" id="div_insurance_or_patient" placeholder="Payor ID…"  />-->
 238             <div name="div_insurance_or_patient" id="div_insurance_or_patient" class="form-control"><?php echo text($TypeCode); ?></div>
 239         </div>
 240     </div>
 241     <div class="row">
 242         <div class="forms col-2">
 243             <label class="control-label" for="deposit_date"><?php echo xlt('Deposit Date'); ?>:</label>
 244             <input type='text' class='form-control datepicker' name='deposit_date' id='deposit_date' onKeyDown="PreventIt(event)" value="<?php echo attr(oeFormatShortDate($DepositDate)); ?>" autocomplete="off" />
 245         </div>
 246         <div class="forms col-6">
 247             <label class="control-label" for="description"><?php echo xlt('Description'); ?>:</label>
 248             <input type="text" name="description" id="description" onKeyDown="PreventIt(event)" value="<?php echo attr($Description); ?>" class="form-control" />
 249         </div>
 250         <div class="forms col-2">
 251             <label class="control-label" for="GlobalReset"><?php echo xlt('Distributed to Global'); ?>:</label>
 252             <div class="input-group">
 253                 <button class="input-group-prepend btn btn-secondary btn-delete" onclick="getElementById('GlobalReset').value='-0.00';this.classList.remove('btn-delete');event.target.classList.add('fa', 'fa-ban');">
 254                 </button>
 255                 <input id="GlobalReset" name="global_reset" class="form-control" value="<?php echo (($global_amount ?? null) * 1 === 0) ? attr("0.00") : attr(number_format(($global_amount ?? null), 2, '.', ',')); ?>" readonly />
 256             </div>
 257         </div>
 258         <div class="forms col-2">
 259             <label class="control-label" for="TdUnappliedAmount"><?php echo xlt('Undistributed'); ?>:</label>
 260             <div id="TdUnappliedAmount" class="form-control bg-danger text-light"><?php echo ($UndistributedAmount * 1 == 0) ? attr("0.00") : attr(number_format($UndistributedAmount, 2, '.', ',')); ?></div>
 261             <input name="HidUnappliedAmount" id="HidUnappliedAmount" value="<?php echo ($UndistributedAmount * 1 == 0) ? attr("0.00") : attr(number_format($UndistributedAmount, 2, '.', ',')); ?>" type="hidden" />
 262             <input name="HidUnpostedAmount" id="HidUnpostedAmount" value="<?php echo attr($UndistributedAmount); ?>" type="hidden" />
 263             <input name="HidCurrentPostedAmount" id="HidCurrentPostedAmount" value="" type="hidden" />
 264         </div>
 265     </div>
 266     <?php if ($screen == 'new_payment') { ?>
 267         <div class="form-group mt-3">
 268             <div class="row">
 269                 <div class="col-sm-12 text-left position-override">
 270                     <div class="btn-group" role="group">
 271                         <button onClick="return SavePayment();" class="btn btn-primary btn-save"><?php echo xlt('Save Changes'); ?></button>
 272                         <button class="btn btn-primary btn-save" onClick="OpenEOBEntry();"><?php echo xlt('Allocate'); ?></button>
 273                         <button onclick="ResetForm(); return false;" class="btn btn-secondary btn-cancel"><?php echo xlt('Cancel Changes'); ?></button>
 274                         <br />
 275                     </div>
 276                 </div>
 277             </div>
 278         </div>
 279     <?php } ?>
 280     </fieldset><!--end of fieldset in edit-payment.php-->
 281     <?php
 282 }//if(($screen=='new_payment' && $payment_id*1==0) || ($screen=='edit_payment' && $payment_id*1>0))
 283 ?>
 284 <?php
 285 if ($screen == 'new_payment' && $payment_id * 1 > 0) {//After saving from the New Payment screen,all values are  showed as labels.The date picker images are also removed.
 286     ?>
 287     <div class="col-12 h3">
 288         <?php echo xlt('Batch Payment Entry'); ?>
 289     </div>
 290     <div class="row">
 291         <div class="forms col-3">
 292             <label class="control-label" for="check_date"><?php echo xlt('Date'); ?>:</label>
 293             <input class="form-control" id='check_date' name='check_date' type='text' value="<?php echo attr(oeFormatShortDate($CheckDate)); ?> " disabled>
 294         </div>
 295         <div class="forms col-3">
 296             <label class="control-label" for="post_to_date"><?php echo xlt('Post To Date'); ?>:</label>
 297             <input class="form-control" id='post_to_date' name='post_to_date' type='text' value="<?php echo ($screen == 'new_payment') ? attr(oeFormatShortDate(date('Y-m-d'))) : attr(oeFormatShortDate($PostToDate)); ?>" disabled>
 298         </div>
 299         <div class="forms col-3">
 300             <label class="control-label" for="payment_method"><?php echo xlt('Payment Method'); ?>:</label>
 301             <input type="text" class="form-control" name="payment_method1" id="payment_method" value="<?php
 302             $list = 'payment_method';
 303             $option = $PaymentMethod;
 304             echo getListItemTitle($list, $option); ?>" disabled />
 305             <input type="hidden" name="payment_method" value="<?php echo attr($PaymentMethod); ?>" />
 306         </div>
 307         <div class="forms col-3">
 308             <label class="control-label" for="checknumber"><?php echo xlt('Check Number'); ?>:</label>
 309             <input type="text" class="form-control" name="check_number" id="checknumber" value="<?php echo attr($CheckNumber); ?>" disabled />
 310         </div>
 311     </div>
 312     <div class="row">
 313         <div class="forms col-3">
 314             <label class="control-label" for="payment_amount"><?php echo xlt('Payment Amount'); ?>:</label>
 315             <input type="text" class="form-control" name="payment_amount" id="payment_amount" value="<?php echo attr($PayTotal); ?>" disabled />
 316         </div>
 317         <div class="forms col-3">
 318             <label class="control-label" for="type_name"><?php echo xlt('Paying Entity'); ?>:</label>
 319             <input type="text" class="form-control" name="type_name1" id="type_name1" value="<?php
 320             $list = 'payment_type';
 321             $option = $PaymentType;
 322             echo getListItemTitle($list, $option); ?>" disabled />
 323             <input type="hidden" name="type_name" id="type_name" value="<?php echo attr($PaymentType); ?>" />
 324         </div>
 325         <div class="forms col-3">
 326             <label class="control-label" for="adjustment_code"><?php echo xlt('Payment Category'); ?>:</label>
 327             <input type="text" class="form-control" name="adjustment_code1" id="adjustment_code1" value="<?php
 328             $list = 'payment_adjustment_code';
 329             $option = $AdjustmentCode;
 330             echo getListItemTitle($list, $option); ?>" disabled />
 331             <input type="hidden" name="adjustment_code" value="<?php echo attr($AdjustmentCode); ?>" />
 332         </div>
 333     </div>
 334     <div class="row">
 335         <div class="forms col-6">
 336             <label class="control-label" for="div_insurance_or_patient"><?php echo xlt('Payment From'); ?>:</label>
 337             <input name='div_insurance_or_patient' id='div_insurance_or_patient' type="text" class="form-control" value="<?php echo attr($div_after_save); ?>" disabled />
 338         </div>
 339         <div class="forms col-3">
 340             <label class="control-label" for="type_code"><?php echo xlt('Payor ID'); ?>:</label>
 341             <input type="text" name="type_code" id="type_code" class="form-control" value="<?php echo attr($TypeCode); ?>" disabled />
 342         </div>
 343     </div>
 344     <div class="row oe-custom-line">
 345         <div class="forms col-2">
 346             <label class="control-label" for="deposit_date"><?php echo xlt('Deposit Date'); ?>:</label>
 347             <input type="text" class='form-control' name="deposit_date" id="deposit_date" value="<?php echo attr(oeFormatShortDate($DepositDate)); ?>" disabled />
 348         </div>
 349         <div class="forms col-6">
 350             <label class="control-label" for="description"><?php echo xlt('Description'); ?>:</label>
 351             <input type="text" name="description" id="description" value="<?php echo attr($Description); ?>" class="form-control" disabled />
 352         </div>
 353         <div class="forms col-2">
 354             <label class="control-label" for="GlobalResetView"><?php echo xlt('Distributed to Global'); ?>:</label>
 355             <input id="GlobalResetView" name="global_reset_view" class="form-control" value="<?php echo ($global_amount * 1 == 0) ? attr("0.00") : attr(number_format($global_amount, 2, '.', ',')); ?>" disabled />
 356         </div>
 357         <div class="forms col-2">
 358             <label class="control-label" for="TdUnappliedAmount"><?php echo xlt('Undistributed'); ?>:</label>
 359             <div id="TdUnappliedAmount" class="form-control bg-danger text-light"><?php echo ($UndistributedAmount * 1 == 0) ? attr("0.00") : attr(number_format($UndistributedAmount, 2, '.', ',')); ?></div>
 360             <input name="HidUnappliedAmount" id="HidUnappliedAmount" value="<?php echo ($UndistributedAmount * 1 == 0) ? attr("0.00") : attr(number_format($UndistributedAmount, 2, '.', ',')); ?>" type="hidden" />
 361             <input name="HidUnpostedAmount" id="HidUnpostedAmount" value="<?php echo attr($UndistributedAmount); ?>" type="hidden" />
 362             <input name="HidCurrentPostedAmount" id="HidCurrentPostedAmount" value="" type="hidden" />
 363         </div>
 364     </div>
 365     </fieldset><!--end of fieldset in new_payment.php -->
 366     <?php
 367 }//if($screen=='new_payment' && $payment_id*1>0)
 368 //================================================================================================
 369 ?>