custom/statement.inc.php

   1 <?php
   2
   3 // Copyright (C) 2005-2006 Rod Roark <rod@sunsetsystems.com>
   4 //
   5 // This program is free software; you can redistribute it and/or
   6 // modify it under the terms of the GNU General Public License
   7 // as published by the Free Software Foundation; either version 2
   8 // of the License, or (at your option) any later version.
   9
  10 //////////////////////////////////////////////////////////////////////
  11 // This is a template for printing patient statements and collection
  12 // letters.  You must customize it to suit your practice.  If your
  13 // needs are simple then you do not need programming experience to do
  14 // this - just read the comments and make appropriate substitutions.
  15 // All you really need to do is replace the [strings in brackets].
  16 //////////////////////////////////////////////////////////////////////
  17
  18 // The location/name of a temporary file to hold printable statements.
  19 //
  20 $STMT_TEMP_FILE = "/tmp/openemr_statements.txt";
  21
  22 // This is the command to be used for printing (without the filename).
  23 // The word following "-P" should be the name of your printer.  This
  24 // example is designed for 8.5x11-inch paper with 1-inch margins,
  25 // 10 CPI, 6 LPI, 65 columns, 54 lines per page.
  26 //
  27 $STMT_PRINT_CMD = "lpr -P HPLaserjet6P -o cpi=10 -o lpi=6 -o page-left=72 -o page-top=72";
  28
  29 // This function builds a printable statement or collection letter from
  30 // an associative array having the following keys:
  31 //
  32 //  today   = statement date yyyy-mm-dd
  33 //  pid     = patient ID
  34 //  patient = patient name
  35 //  amount  = total amount due
  36 //  to      = array of addressee name/address lines
  37 //  lines   = array of lines, each with the following keys:
  38 //    dos     = date of service yyyy-mm-dd
  39 //    desc    = description
  40 //    amount  = charge less adjustments
  41 //    paid    = amount paid
  42 //    notice  = 1 for first notice, 2 for second, etc.
  43 //    detail  = associative array of details
  44 //
  45 // Each detail array is keyed on a string beginning with a date in
  46 // yyyy-mm-dd format, or blanks in the case of the original charge
  47 // items.  Its values are associative arrays like this:
  48 //
  49 //  pmt - payment amount as a positive number, only for payments
  50 //  src - check number or other source, only for payments
  51 //  chg - invoice line item amount amount, only for charges or
  52 //        adjustments (adjustments may be zero)
  53 //  rsn - adjustment reason, only for adjustments
  54 //
  55 // The returned value is a string that can be sent to a printer.
  56 // This example is plain text, but if you are a hotshot programmer
  57 // then you could make a PDF or PostScript or whatever peels your
  58 // banana.  These strings are sent in succession, so append a form
  59 // feed if that is appropriate.
  60 //
  61 function create_statement($stmt) {
  62  if (! $stmt['pid']) return ""; // get out if no data
  63
  64  // This is the text for the top part of the page, up to but not
  65  // including the detail lines.  Some examples of variable fields are:
  66  //  %s    = string with no minimum width
  67  //  %9s   = right-justified string of 9 characters padded with spaces
  68  //  %-25s = left-justified string of 25 characters padded with spaces
  69  // Note that "\n" is a line feed (new line) character.
  70  //
  71  $out = sprintf(
  72   "[Your Clinic Name]             %-23s %s\n" .
  73   "[Your Clinic Address]          Chart Number %s\n" .
  74   "[City, State Zip]              Insurance information on file\n" .
  75   "                               Total amount due: %s\n" .
  76   "\n" .
  77   "\n" .
  78   "ADDRESSEE:                       REMIT TO:\n" .
  79   "\n" .
  80   "%-32s [Remit-To Name]\n" .
  81   "%-32s [Remit-To Address]\n" .
  82   "%-32s [City, State Zip]\n" .
  83   "%-32s If paying by VISA/MC/AMEX/Disc:\n" .
  84   "\n" .
  85   "Card#_____________________  Exp______ Signature__________________\n" .
  86   "              (Return above part with your payment)\n" .
  87   "-----------------------------------------------------------------\n" .
  88   "\n" .
  89   "_______________________ STATEMENT SUMMARY _______________________\n" .
  90   "\n" .
  91   "Visit Date  Description                                    Amount\n" .
  92   "\n",
  93
  94   // These are the values for the variable fields.  They must appear
  95   // here in the same order as in the above text!
  96   //
  97   $stmt['patient'],
  98   $stmt['today'],
  99   $stmt['pid'],
 100   $stmt['amount'],
 101   $stmt['to'][0],
 102   $stmt['to'][1],
 103   $stmt['to'][2],
 104   $stmt['to'][3]);
 105
 106  // This must be set to the number of lines generated above.
 107  //
 108  $count = 21;
 109
 110  // This generates the detail lines.  Again, note that the values must
 111  // be specified in the order used.
 112  //
 113  foreach ($stmt['lines'] as $line) {
 114   $description = $line['desc'];
 115   $tmp = substr($description, 0, 14);
 116   if ($tmp == 'Procedure 9920' || $tmp == 'Procedure 9921')
 117    $description = 'Office Visit';
 118
 119   $dos = $line['dos'];
 120   ksort($line['detail']);
 121
 122   foreach ($line['detail'] as $dkey => $ddata) {
 123    $ddate = substr($dkey, 0, 10);
 124    if (preg_match('/^(\d\d\d\d)(\d\d)(\d\d)\s*$/', $ddate, $matches)) {
 125     $ddate = $matches[1] . '-' . $matches[2] . '-' . $matches[3];
 126    }
 127    $amount = '';
 128
 129    if ($ddata['pmt']) {
 130     $amount = sprintf("%.2f", 0 - $ddata['pmt']);
 131     $desc = "Paid $ddate: " . $ddata['src'];
 132    } else if ($ddata['rsn']) {
 133     if ($ddata['chg']) {
 134      $amount = sprintf("%.2f", $ddata['chg']);
 135      $desc = "Adj  $ddate: " . $ddata['rsn'];
 136     } else {
 137      $desc = "Note $ddate: " . $ddata['rsn'];
 138     }
 139    } else if ($ddata['chg'] < 0) {
 140     $amount = sprintf("%.2f", $ddata['chg']);
 141     $desc = "Patient Payment";
 142    } else {
 143     $amount = sprintf("%.2f", $ddata['chg']);
 144     $desc = $description;
 145    }
 146
 147    $out .= sprintf("%-10s  %-45s%8s\n", $dos, $desc, $amount);
 148    $dos = '';
 149    ++$count;
 150   }
 151  }
 152
 153  // This generates blank lines until we are at line 42.
 154  //
 155  while ($count++ < 42) $out .= "\n";
 156
 157  // This is the bottom portion of the page.  You know the drill.
 158  //
 159  $out .= sprintf(
 160   "Name: %-25s Date: %-10s     Due:%8s\n" .
 161   "_________________________________________________________________\n" .
 162   "\n" .
 163   "Thank you for choosing [Your Clinic Name].\n" .
 164   "\n" .
 165   "Please call if any of the above information is incorrect.\n" .
 166   "We appreciate prompt payment of balances due.\n" .
 167   "\n" .
 168   "[Your billing contact name]\n" .
 169   "Billing Department\n" .
 170   "[Your billing contact phone number]" .
 171   "\014", // this is a form feed
 172
 173   $stmt['patient'], // values start here
 174   $stmt['today'],
 175   $stmt['amount']);
 176
 177  return $out;
 178 }
 179 ?>