interface/reports/appt_encounter_report.php

   1 <?php
   2  // Copyright (C) 2005-2007 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  include_once("../globals.php");
  28  include_once("../../library/patient.inc");
  29  include_once("../../custom/code_types.inc.php");
  30
  31  $alertmsg = ''; // not used yet but maybe later
  32  $grand_total_charges    = 0;
  33  $grand_total_copays     = 0;
  34  $grand_total_encounters = 0;
  35
  36  function bucks($amount) {
  37   if ($amount)
  38    printf("%.2f", $amount);
  39  }
  40
  41  function endDoctor(&$docrow) {
  42   global $grand_total_charges, $grand_total_copays, $grand_total_encounters;
  43   if (!$docrow['docname']) return;
  44
  45   echo " <tr bgcolor='#ffff00'>\n";
  46   echo "  <td class='detail' colspan='4'>\n";
  47   echo "   &nbsp;Totals for " . $docrow['docname'] . "\n";
  48   echo "  </td>\n";
  49   echo "  <td class='detotal' align='right'>\n";
  50   echo "   &nbsp;" . $docrow['encounters'] . "&nbsp;\n";
  51   echo "  </td>\n";
  52   echo "  <td class='detotal' align='right'>\n";
  53   echo "   &nbsp;"; bucks($docrow['charges']); echo "&nbsp;\n";
  54   echo "  </td>\n";
  55   echo "  <td class='detotal' align='right'>\n";
  56   echo "   &nbsp;"; bucks($docrow['copays']); echo "&nbsp;\n";
  57   echo "  </td>\n";
  58   echo "  <td class='detail' colspan='2'>\n";
  59   echo "   &nbsp;\n";
  60   echo "  </td>\n";
  61   echo " </tr>\n";
  62
  63   $grand_total_charges     += $docrow['charges'];
  64   $grand_total_copays      += $docrow['copays'];
  65   $grand_total_encounters  += $docrow['encounters'];
  66
  67   $docrow['charges']     = 0;
  68   $docrow['copays']      = 0;
  69   $docrow['encounters']  = 0;
  70  }
  71
  72  if ($_POST['form_search']) {
  73   $form_date    = fixDate($_POST['form_date'], date('Y-m-d'));
  74   $form_to_date = fixDate($_POST['form_to_date'], "");
  75
  76   // MySQL doesn't grok full outer joins so we do it the hard way.
  77   //
  78   $query = "( " .
  79    "SELECT " .
  80    "e.pc_eventDate, e.pc_startTime, " .
  81    "fe.encounter, " .
  82    "f.authorized, " .
  83    "p.fname, p.lname, p.pid, " .
  84    "u.lname AS docname " .
  85    "FROM openemr_postcalendar_events AS e " .
  86    "LEFT OUTER JOIN form_encounter AS fe " .
  87    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid " .
  88    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
  89    "LEFT OUTER JOIN patient_data AS p ON p.pid = e.pc_pid " .
  90    // "LEFT OUTER JOIN users AS u ON u.id = e.pc_aid WHERE ";
  91    "LEFT OUTER JOIN users AS u ON u.username = f.user WHERE ";
  92   if ($form_to_date) {
  93    $query .= "e.pc_eventDate >= '$form_date' AND e.pc_eventDate <= '$form_to_date' ";
  94   } else {
  95    $query .= "e.pc_eventDate = '$form_date' ";
  96   }
  97   // $query .= "AND ( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
  98   $query .= "AND e.pc_pid != '' AND e.pc_apptstatus != '?' " .
  99    ") UNION ( " .
 100    "SELECT " .
 101    "e.pc_eventDate, e.pc_startTime, " .
 102    "fe.encounter, " .
 103    "f.authorized, " .
 104    "p.fname, p.lname, p.pid, " .
 105    "u.lname AS docname " .
 106    "FROM form_encounter AS fe " .
 107    "LEFT OUTER JOIN openemr_postcalendar_events AS e " .
 108    "ON LEFT(fe.date, 10) = e.pc_eventDate AND fe.pid = e.pc_pid AND " .
 109    // "( e.pc_catid = 5 OR e.pc_catid = 9 OR e.pc_catid = 10 ) " .
 110    "e.pc_pid != '' AND e.pc_apptstatus != '?' " .
 111    "LEFT OUTER JOIN forms AS f ON f.encounter = fe.encounter AND f.formdir = 'newpatient' " .
 112    "LEFT OUTER JOIN patient_data AS p ON p.pid = fe.pid " .
 113    "LEFT OUTER JOIN users AS u ON u.username = f.user WHERE ";
 114   if ($form_to_date) {
 115    // $query .= "LEFT(fe.date, 10) >= '$form_date' AND LEFT(fe.date, 10) <= '$form_to_date' ";
 116    $query .= "fe.date >= '$form_date 00:00:00' AND fe.date <= '$form_to_date 23:59:59' ";
 117   } else {
 118    // $query .= "LEFT(fe.date, 10) = '$form_date' ";
 119    $query .= "fe.date >= '$form_date 00:00:00' AND fe.date <= '$form_date 23:59:59' ";
 120   }
 121   $query .= ") ORDER BY docname, pc_eventDate, pc_startTime";
 122
 123   $res = sqlStatement($query);
 124  }
 125 ?>
 126 <html>
 127 <head>
 128 <link rel=stylesheet href="<?php echo $css_header;?>" type="text/css">
 129 <title><?php  xl('Appointments and Encounters','e'); ?></title>
 130 </head>
 131
 132 <body leftmargin='0' topmargin='0' marginwidth='0' marginheight='0'>
 133 <center>
 134
 135 <form method='post' action='appt_encounter_report.php'>
 136
 137 <table border='0' cellpadding='5' cellspacing='0' width='98%'>
 138
 139  <tr>
 140   <td height="1" colspan="2">
 141   </td>
 142  </tr>
 143
 144  <tr bgcolor='#ddddff'>
 145   <td align='left'>
 146    <h2><?php  xl('Appointments and Encounters','e'); ?></h2>
 147   </td>
 148   <td align='right'>
 149    <?php  xl('DOS','e'); ?>:
 150    <input type='text' name='form_date' size='10' value='<?php  echo $_POST['form_date']; ?>'
 151     title='Date of appointments mm/dd/yyyy' >
 152    &nbsp;
 153    <?php  xl('to','e'); ?>:
 154    <input type='text' name='form_to_date' size='10' value='<?php  echo $_POST['form_to_date']; ?>'
 155     title='Optional end date mm/dd/yyyy' >
 156    &nbsp;
 157    <input type='checkbox' name='form_details'
 158     value='1'<? if ($_POST['form_details']) echo " checked"; ?>><?php xl('Details','e') ?>
 159    &nbsp;
 160    <input type='submit' name='form_search' value='Search'>
 161   </td>
 162  </tr>
 163
 164  <tr>
 165   <td height="1" colspan="2">
 166   </td>
 167  </tr>
 168
 169 </table>
 170
 171 <table border='0' cellpadding='1' cellspacing='2' width='98%'>
 172
 173  <tr bgcolor="#dddddd">
 174   <td class="dehead">
 175    &nbsp;<?php  xl('Practitioner','e'); ?>
 176   </td>
 177   <td class="dehead">
 178    &nbsp;<?php  xl('Time','e'); ?>
 179   </td>
 180   <td class="dehead">
 181    &nbsp;<?php  xl('Patient','e'); ?>
 182   </td>
 183   <td class="dehead" align="right">
 184    <?php  xl('Chart','e'); ?>&nbsp;
 185   </td>
 186   <td class="dehead" align="right">
 187    <?php  xl('Encounter','e'); ?>&nbsp;
 188   </td>
 189   <td class="dehead" align="right">
 190    <?php  xl('Charges','e'); ?>&nbsp;
 191   </td>
 192   <td class="dehead" align="right">
 193    <?php  xl('Copays','e'); ?>&nbsp;
 194   </td>
 195   <td class="dehead" align="center">
 196    <?php  xl('Billed','e'); ?>
 197   </td>
 198   <td class="dehead">
 199    &nbsp;<?php  xl('Error','e'); ?>
 200   </td>
 201  </tr>
 202 <?php
 203  if ($res) {
 204   $docrow = array('docname' => '', 'charges' => 0, 'copays' => 0, 'encounters' => 0);
 205
 206   while ($row = sqlFetchArray($res)) {
 207    $patient_id = $row['pid'];
 208    $encounter  = $row['encounter'];
 209    $docname    = $row['docname'] ? $row['docname'] : 'Unknown';
 210
 211    if ($docname != $docrow['docname']) {
 212     endDoctor($docrow);
 213    }
 214
 215    $billed  = "Y";
 216    $errmsg  = "";
 217    $charges = 0;
 218    $copays  = 0;
 219
 220    // Scan the billing items for status and fee total.
 221    //
 222    $query = "SELECT code_type, authorized, billed, fee, justify " .
 223     "FROM billing WHERE " .
 224     "pid = '$patient_id' AND encounter = '$encounter' AND activity = 1";
 225    $bres = sqlStatement($query);
 226    //
 227    while ($brow = sqlFetchArray($bres)) {
 228     if (! $brow['billed']) $billed = "";
 229     if (! $brow['authorized']) $errmsg = "Needs Auth";
 230     if ($code_types[$brow['code_type']]['just']) {
 231      if (! $brow['justify']) $errmsg = "Needs Justify";
 232     }
 233     if ($brow['code_type'] == 'COPAY') {
 234      $copays -= $brow['fee'];
 235      if ($brow['fee'] >= 0) $errmsg = "Copay not positive";
 236     } else if ($code_types[$brow['code_type']]['fee']) {
 237      $charges += $brow['fee'];
 238      if ($brow['fee'] == 0 ) $errmsg = "Missing Fee";
 239     } else {
 240      if ($brow['fee'] != 0) $errmsg = "Misplaced Fee";
 241     }
 242    }
 243    if (! $charges) $billed = "";
 244
 245    $docrow['charges'] += $charges;
 246    $docrow['copays']  += $copays;
 247    if ($encounter) ++$docrow['encounters'];
 248
 249    if ($_POST['form_details']) {
 250 ?>
 251  <tr>
 252   <td class="detail">
 253    &nbsp;<?php  echo ($docname == $docrow['docname']) ? "" : $docname ?>
 254   </td>
 255   <td class="detail">
 256    &nbsp;<?php if ($form_to_date) echo $row['pc_eventDate'] . ' ';
 257     echo substr($row['pc_startTime'], 0, 5) ?>
 258   </td>
 259   <td class="detail">
 260    &nbsp;<?php  echo $row['fname'] . " " . $row['lname'] ?>
 261   </td>
 262   <td class="detail" align="right">
 263    <?php  echo $row['pid'] ?>&nbsp;
 264   </td>
 265   <td class="detail" align="right">
 266    <?php  echo $encounter ?>&nbsp;
 267   </td>
 268   <td class="detail" align="right">
 269    <?php  bucks($charges) ?>&nbsp;
 270   </td>
 271   <td class="detail" align="right">
 272    <?php  bucks($copays) ?>&nbsp;
 273   </td>
 274   <td class="detail" align="center">
 275    <?php  echo $billed ?>
 276   </td>
 277   <td class="detail" align="left">
 278    &nbsp;<?php  echo $errmsg ?>
 279   </td>
 280  </tr>
 281 <?php
 282    } // end of details line
 283
 284    $docrow['docname'] = $docname;
 285   } // end of row
 286
 287   endDoctor($docrow);
 288
 289   echo " <tr bgcolor='#77ff77'>\n";
 290   echo "  <td class='detail' colspan='4'>\n";
 291   echo "   &nbsp;Grand Totals\n";
 292   echo "  </td>\n";
 293   echo "  <td class='detotal' align='right'>\n";
 294   echo "   &nbsp;" . $grand_total_encounters . "&nbsp;\n";
 295   echo "  </td>\n";
 296   echo "  <td class='detotal' align='right'>\n";
 297   echo "   &nbsp;"; bucks($grand_total_charges); echo "&nbsp;\n";
 298   echo "  </td>\n";
 299   echo "  <td class='detotal' align='right'>\n";
 300   echo "   &nbsp;"; bucks($grand_total_copays); echo "&nbsp;\n";
 301   echo "  </td>\n";
 302   echo "  <td class='detail' colspan='2'>\n";
 303   echo "   &nbsp;\n";
 304   echo "  </td>\n";
 305   echo " </tr>\n";
 306
 307  }
 308 ?>
 309
 310 </table>
 311
 312 </form>
 313 </center>
 314 <script>
 315 <?php
 316         if ($alertmsg) {
 317                 echo " alert('$alertmsg');\n";
 318         }
 319 ?>
 320 </script>
 321 </body>
 322 </html>