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  *
  13  * LICENSE: This program is free software; you can redistribute it and/or
  14  * modify it under the terms of the GNU General Public License
  15  * as published by the Free Software Foundation; either version 2
  16  * of the License, or (at your option) any later version.
  17  * This program is distributed in the hope that it will be useful,
  18  * but WITHOUT ANY WARRANTY; without even the implied warranty of
  19  * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  20  * GNU General Public License for more details.
  21  * You should have received a copy of the GNU General Public License
  22  * along with this program. If not, see <http://opensource.org/licenses/gpl-license.php>;.
  23  *
  24  * @package OpenEMR
  25  * @author  Visolve
  26  * @link    http://www.open-emr.org
  27  */
  28
  29 $sanitize_all_escapes=true;
  30 $fake_register_globals=false;
  31
  32 require_once("../globals.php");
  33 require_once("$srcdir/patient.inc");
  34 require_once("$srcdir/acl.inc");
  35 require_once("$srcdir/formatting.inc.php");
  36 require_once "$srcdir/options.inc.php";
  37 require_once "$srcdir/formdata.inc.php";
  38 require_once "$srcdir/appointments.inc.php";
  39
  40 $grand_total_units  = 0;
  41 $grand_total_amt_billed  = 0;
  42 $grand_total_amt_paid  = 0;
  43 $grand_total_amt_adjustment  = 0;
  44 $grand_total_amt_balance  = 0;
  45
  46
  47   if (! acl_check('acct', 'rep')) die(xlt("Unauthorized access."));
  48
  49   $form_from_date = fixDate($_POST['form_from_date'], date('Y-m-d'));
  50   $form_to_date   = fixDate($_POST['form_to_date']  , date('Y-m-d'));
  51   $form_facility  = $_POST['form_facility'];
  52   $form_provider  = $_POST['form_provider'];
  53
  54   if ($_POST['form_csvexport']) {
  55     header("Pragma: public");
  56     header("Expires: 0");
  57     header("Cache-Control: must-revalidate, post-check=0, pre-check=0");
  58     header("Content-Type: application/force-download");
  59     header("Content-Disposition: attachment; filename=svc_financial_report_".attr($form_from_date)."--".attr($form_to_date).".csv");
  60     header("Content-Description: File Transfer");
  61     // CSV headers:
  62     } // end export
  63   else {
  64 ?>
  65 <html>
  66 <head>
  67 <link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
  68 <?php html_header_show();?>
  69
  70 <style type="text/css">
  71 /* specifically include & exclude from printing */
  72 @media print {
  73     #report_parameters {
  74         visibility: hidden;
  75         display: none;
  76     }
  77     #report_parameters_daterange {
  78         visibility: visible;
  79         display: inline;
  80     }
  81     #report_results {
  82        margin-top: 30px;
  83     }
  84 }
  85
  86 /* specifically exclude some from the screen */
  87 @media screen {
  88     #report_parameters_daterange {
  89         visibility: hidden;
  90         display: none;
  91     }
  92 }
  93 </style>
  94
  95 <script type="text/javascript" src="../../library/dialog.js?v=<?php echo $v_js_includes; ?>"></script>
  96 <script type="text/javascript" src="../../library/js/jquery-1.9.1.min.js"></script>
  97 <script type="text/javascript" src="../../library/js/common.js?v=<?php echo $v_js_includes; ?>"></script>
  98 <script type="text/javascript" src="../../library/js/jquery-ui.js"></script>
  99 <script type="text/javascript" src="../../library/js/report_helper.js?v=<?php echo $v_js_includes; ?>"></script>
 100
 101 <title><?php echo xlt('Financial Summary by Service Code') ?></title>
 102
 103 <script language="JavaScript">
 104
 105  $(document).ready(function() {
 106   oeFixedHeaderSetup(document.getElementById('mymaintable'));
 107   var win = top.printLogSetup ? top : opener.top;
 108   win.printLogSetup(document.getElementById('printbutton'));
 109  });
 110
 111 </script>
 112
 113 </head>
 114
 115 <body leftmargin='0' topmargin='0' marginwidth='0' marginheight='0' class="body_top">
 116 <span class='title'><?php echo xlt('Report'); ?> - <?php echo xlt('Financial Summary by Service Code'); ?></span>
 117 <form method='post' action='svc_code_financial_report.php' id='theform'>
 118 <div id="report_parameters">
 119 <input type='hidden' name='form_refresh' id='form_refresh' value=''/>
 120 <input type='hidden' name='form_csvexport' id='form_csvexport' value=''/>
 121 <table>
 122  <tr>
 123   <td width='70%'>
 124         <div style='float:left'>
 125         <table class='text'>
 126                 <tr>
 127                         <td class='label'>
 128                                 <?php echo xlt('Facility'); ?>:
 129                         </td>
 130                         <td>
 131                         <?php dropdown_facility($form_facility, 'form_facility', true); ?>
 132                         </td>
 133                         <td><?php echo xlt('Provider'); ?>:</td>
 134                 <td><?php
 135                         // Build a drop-down list of providers.
 136                                 //
 137                                 $query = "SELECT id, lname, fname FROM users WHERE ".
 138                                   "authorized = 1 ORDER BY lname, fname"; //(CHEMED) facility filter
 139                                 $ures = sqlStatement($query);
 140                                 echo "   <select name='form_provider'>\n";
 141                                 echo "    <option value=''>-- " . xlt('All') . " --\n";
 142                                 while ($urow = sqlFetchArray($ures)) {
 143                                         $provid = $urow['id'];
 144                                         echo "    <option value='" . attr($provid) ."'";
 145                                         if ($provid == $_POST['form_provider']) echo " selected";
 146                                         echo ">" . text($urow['lname']) . ", " . text($urow['fname']) . "\n";
 147                                 }
 148                                 echo "   </select>\n";
 149                                 ?>
 150                                 </td>
 151                 </tr><tr>
 152                  <td colspan="2">
 153                           <?php echo xlt('From'); ?>:&nbsp;&nbsp;&nbsp;&nbsp;
 154                            <input type='text' name='form_from_date' id="form_from_date" size='10' value='<?php echo attr($form_from_date) ?>'
 155                                 onkeyup='datekeyup(this,mypcc)' onblur='dateblur(this,mypcc)' title='yyyy-mm-dd'>
 156                            <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 157                                 id='img_from_date' border='0' alt='[?]' style='cursor:pointer'
 158                                 title='<?php echo xla("Click here to choose a date"); ?>'>
 159                         </td>
 160                         <td class='label'>
 161                            <?php echo xlt('To'); ?>:
 162                         </td>
 163                         <td>
 164                            <input type='text' name='form_to_date' id="form_to_date" size='10' value='<?php echo attr($form_to_date) ?>'
 165                                 onkeyup='datekeyup(this,mypcc)' onblur='dateblur(this,mypcc)' title='yyyy-mm-dd'>
 166                            <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22'
 167                                 id='img_to_date' border='0' alt='[?]' style='cursor:pointer'
 168                                 title='<?php echo xla("Click here to choose a date"); ?>'>
 169                         </td>
 170                         <td>
 171                            <input type='checkbox' name='form_details'<?php  if ($_POST['form_details']) echo ' checked'; ?>>
 172                            <?php echo xlt('Important Codes'); ?>
 173                         </td>
 174                 </tr>
 175         </table>
 176         </div>
 177   </td>
 178   <td align='left' valign='middle' height="100%">
 179         <table style='border-left:1px solid; width:100%; height:100%' >
 180                 <tr>
 181                         <td>
 182                                 <div style='margin-left:15px'>
 183                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value","true"); $("#form_csvexport").attr("value",""); $("#theform").submit();'>
 184                                         <span>
 185                                                 <?php echo xlt('Submit'); ?>
 186                                         </span>
 187                                         </a>
 188
 189                                         <?php if ($_POST['form_refresh'] || $_POST['form_csvexport']) { ?>
 190                                         <div id="controls">
 191                                         <a href='#' class='css_button' id='printbutton'>
 192                                                 <span>
 193                                                         <?php echo xlt('Print'); ?>
 194                                                 </span>
 195                                         </a>
 196                                         <a href='#' class='css_button' onclick='$("#form_refresh").attr("value",""); $("#form_csvexport").attr("value","true"); $("#theform").submit();'>
 197                                                 <span>
 198                                                         <?php echo xlt('CSV Export'); ?>
 199                                                 </span>
 200                                         </a>
 201                                         </div>
 202                                         <?php } ?>
 203                                 </div>
 204                         </td>
 205                 </tr>
 206         </table>
 207   </td>
 208  </tr>
 209 </table>
 210 </div> <!-- end of parameters -->
 211
 212 <?php
 213 }
 214    // end not export
 215
 216   if ($_POST['form_refresh'] || $_POST['form_csvexport']) {
 217     $rows = array();
 218     $from_date = $form_from_date;
 219     $to_date   = $form_to_date;
 220     $sqlBindArray = array();
 221     $query = "select b.code,sum(b.units) as units,sum(b.fee) as billed,sum(ar_act.paid) as PaidAmount, " .
 222         "sum(ar_act.adjust) as AdjustAmount,(sum(b.fee)-(sum(ar_act.paid)+sum(ar_act.adjust))) as Balance, " .
 223         "c.financial_reporting " .
 224         "FROM form_encounter as fe " .
 225         "JOIN billing as b on b.pid=fe.pid and b.encounter=fe.encounter " .
 226         "JOIN (select pid,encounter,code,sum(pay_amount) as paid,sum(adj_amount) as adjust from ar_activity group by pid,encounter,code) as ar_act " .
 227         "ON ar_act.pid=b.pid and ar_act.encounter=b.encounter and ar_act.code=b.code " .
 228         "LEFT OUTER JOIN codes AS c ON c.code = b.code " .
 229         "INNER JOIN code_types AS ct ON ct.ct_key = b.code_type AND ct.ct_fee = '1' " .
 230         "WHERE b.code_type != 'COPAY' AND b.activity = 1 /* AND b.fee != 0 */ AND " .
 231         "fe.date >=  ? AND fe.date <= ?";
 232    array_push($sqlBindArray,"$from_date 00:00:00","$to_date 23:59:59");
 233     // If a facility was specified.
 234       if ($form_facility) {
 235         $query .= " AND fe.facility_id = ?";
 236        array_push($sqlBindArray,$form_facility);
 237       }
 238     // If a provider was specified.
 239       if ($form_provider) {
 240         $query .= " AND b.provider_id = ?";
 241         array_push($sqlBindArray,$form_provider);
 242       }
 243       // If selected important codes
 244       if($_POST['form_details']) {
 245         $query .= " AND c.financial_reporting = '1'";
 246       }
 247       $query .= " GROUP BY b.code ORDER BY b.code, fe.date, fe.id ";
 248       $res = sqlStatement($query,$sqlBindArray);
 249       $grand_total_units  = 0;
 250       $grand_total_amt_billed  = 0;
 251       $grand_total_amt_paid  = 0;
 252       $grand_total_amt_adjustment  = 0;
 253       $grand_total_amt_balance  = 0;
 254
 255       while ($erow = sqlFetchArray($res)) {
 256           $row = array();
 257       $row['pid'] = $erow['pid'];
 258       $row['provider_id'] = $erow['provider_id'];
 259       $row['Procedure codes'] = $erow['code'];
 260       $row['Units'] = $erow['units'];
 261       $row['Amt Billed'] = $erow['billed'];
 262       $row['Paid Amt'] = $erow['PaidAmount'];
 263       $row['Adjustment Amt'] = $erow['AdjustAmount'];
 264       $row['Balance Amt'] = $erow['Balance'];
 265       $row['financial_reporting'] = $erow['financial_reporting'];
 266       $rows[$erow['pid'] . '|' . $erow['code'] . '|' . $erow['units']] = $row;
 267       }
 268               if ($_POST['form_csvexport']) {
 269                 // CSV headers:
 270                 if (true) {
 271                   echo '"Procedure codes",';
 272                   echo '"Units",';
 273                   echo '"Amt Billed",';
 274                   echo '"Paid Amt",';
 275                   echo '"Adjustment Amt",';
 276                   echo '"Balance Amt",' . "\n";
 277                 }
 278               } else {
 279 ?> <div id="report_results">
 280 <table id='mymaintable'>
 281  <thead>
 282   <th>
 283    <?php echo xlt('Procedure Codes'); ?>
 284   </th>
 285   <th >
 286    <?php echo xlt('Units'); ?>
 287   </th>
 288   <th>
 289    <?php echo xlt('Amt Billed'); ?>
 290   </th>
 291   <th>
 292    <?php echo xlt('Paid Amt'); ?>
 293   </th>
 294   <th >
 295    <?php echo xlt('Adjustment Amt'); ?>
 296   </th>
 297   <th >
 298    <?php echo xlt('Balance Amt'); ?>
 299   </th>
 300  </thead>
 301  <?php
 302               }
 303      $orow = -1;
 304
 305      foreach ($rows as $key => $row) {
 306 $print = '';
 307 $csv = '';
 308
 309 if($row['financial_reporting']){ $bgcolor = "#FFFFDD";  }else { $bgcolor = "#FFDDDD";  }
 310 $print = "<tr bgcolor='$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>";
 311
 312 $csv = '"' . text($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";
 313
 314 $bgcolor = ((++$orow & 1) ? "#ffdddd" : "#ddddff");
 315                                 $grand_total_units  += $row['Units'];
 316                                                 $grand_total_amt_billed  += $row['Amt Billed'];
 317                                                 $grand_total_amt_paid  += $row['Paid Amt'];
 318                                                 $grand_total_amt_adjustment  += $row['Adjustment Amt'];
 319                                                 $grand_total_amt_balance  += $row['Balance Amt'];
 320
 321         if ($_POST['form_csvexport']) { echo $csv; }
 322         else { echo $print;
 323  }
 324      }
 325        if (!$_POST['form_csvexport']) {
 326          echo "<tr bgcolor='#ffffff'>\n";
 327          echo " <td class='detail'>" . xlt("Grand Total") . "</td>\n";
 328          echo " <td class='detail'>" . text($grand_total_units) . "</td>\n";
 329                  echo " <td class='detail'>" .
 330          text(oeFormatMoney($grand_total_amt_billed)) . "</td>\n";
 331                  echo " <td class='detail'>" .
 332          text(oeFormatMoney($grand_total_amt_paid)) . "</td>\n";
 333                  echo " <td class='detail'>" .
 334          text(oeFormatMoney($grand_total_amt_adjustment)) . "</td>\n";
 335                  echo " <td class='detail'>" .
 336          text(oeFormatMoney($grand_total_amt_balance)) . "</td>\n";
 337          echo " </tr>\n";
 338           ?>
 339                 </table>    </div>
 340         <?php
 341       }
 342         }
 343
 344   if (! $_POST['form_csvexport']) {
 345        if ( $_POST['form_refresh'] && count($print) != 1)
 346         {
 347                 echo "<span style='font-size:10pt;'>";
 348                 echo xlt('No matches found. Try search again.');
 349                 echo "</span>";
 350                 echo '<script>document.getElementById("report_results").style.display="none";</script>';
 351                 echo '<script>document.getElementById("controls").style.display="none";</script>';
 352                 }
 353
 354 if (!$_POST['form_refresh'] && !$_POST['form_csvexport']) { ?>
 355 <div class='text'>
 356         <?php echo xlt('Please input search criteria above, and click Submit to view results.' ); ?>
 357 </div>
 358 <?php } ?>
 359 </form>
 360 </body>
 361
 362 <!-- stuff for the popup calendar -->
 363
 364 <link rel='stylesheet' href='<?php echo $css_header ?>' type='text/css'>
 365 <style type="text/css">@import url(../../library/dynarch_calendar.css);</style>
 366 <script type="text/javascript" src="../../library/dynarch_calendar.js"></script>
 367 <?php include_once("{$GLOBALS['srcdir']}/dynarch_calendar_en.inc.php"); ?>
 368 <script type="text/javascript" src="../../library/dynarch_calendar_setup.js"></script>
 369 <script language="Javascript">
 370  Calendar.setup({inputField:"form_from_date", ifFormat:"%Y-%m-%d", button:"img_from_date"});
 371  Calendar.setup({inputField:"form_to_date", ifFormat:"%Y-%m-%d", button:"img_to_date"});
 372  top.restoreSession();
 373 </script>
 374 </html>
 375 <?php
 376   } // End not csv export
 377 ?>