sl_convert.php

   1 <?php
   2 // Copyright (C) 2008, 2009 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 may be run after an upgraded OpenEMR has been installed.
  10 // Its purpose is to extract A/R information from SQL-Ledger and
  11 // convert it to the OpenEMR tables that maintain A/R internally,
  12 // thus eliminating SQL-Ledger.
  13
  14 // Significant changes were made around November 2009: SQL-Ledger
  15 // data is now considered authoritative, and the billing table is
  16 // modified to reflect that.  This is so that financial reports in
  17 // the new system will (hopefully) match up with the old system.
  18 // Discrepancies are logged to the display during conversion.
  19
  20 // Disable PHP timeout.  This will not work in safe mode.
  21 ini_set('max_execution_time', '0');
  22
  23 $ignoreAuth=true; // no login required
  24
  25 require_once('interface/globals.php');
  26 require_once('library/sql-ledger.inc');
  27 require_once('library/invoice_summary.inc.php');
  28 require_once('library/sl_eob.inc.php');
  29
  30 // Set this to true to skip all database changes.
  31 $dry_run = false;
  32
  33 if (!$dry_run) {
  34   $tmp = sqlQuery("SELECT count(*) AS count FROM ar_activity");
  35   if ($tmp['count']) die("ar_activity and ar_session must be empty to run this script!");
  36 }
  37 ?>
  38 <html>
  39 <head>
  40 <title>OpenEMR Conversion from SQL-Ledger</title>
  41 <link rel='STYLESHEET' href='interface/themes/style_blue.css'>
  42 </head>
  43 <body>
  44 <span class='title'>OpenEMR Conversion from SQL-Ledger</span>
  45 <br><br>
  46 <span class='text'>
  47 <?php
  48 SLConnect();
  49
  50 echo "<p>Be patient, this will take a while...</p>";
  51 flush();
  52
  53 $invoice_count = 0;
  54 $activity_count = 0;
  55
  56 $res = SLQuery("SELECT id, invnumber, transdate, shipvia, intnotes " .
  57   "FROM ar WHERE invnumber LIKE '%.%' ORDER BY id");
  58
  59 for ($irow = 0; $irow < SLRowCount($res); ++$irow) {
  60   $row = SLGetRow($res, $irow);
  61   list($pid, $encounter) = explode(".", $row['invnumber']);
  62   $billing = array();
  63   $provider_id = 0;
  64   $last_biller = 0;
  65   $svcdate = $row['transdate'];
  66
  67   if (!$dry_run) {
  68     // Delete any TAX rows from billing for encounters in SQL-Ledger.
  69     sqlStatement("UPDATE billing SET activity = 0 WHERE " .
  70       "pid = '$pid' AND encounter = '$encounter' AND " .
  71       "code_type = 'TAX'");
  72   }
  73
  74   // Get all billing table items with money for this encounter, and
  75   // compute provider ID and billing status.
  76   $bres = sqlStatement("SELECT * FROM billing WHERE " .
  77     "pid = '$pid' AND encounter = '$encounter' AND activity = 1 " .
  78     "AND code_type != 'TAX' AND fee != 0 ORDER BY fee DESC");
  79   while ($brow = sqlFetchArray($bres)) {
  80     if (!$provider_id) $provider_id = $brow['provider_id'];
  81     if (!$last_biller && $brow['billed'] && !empty($brow['payer_id']))
  82       $last_biller = $brow['payer_id'];
  83     $billing[$brow['id']] = $brow;
  84   }
  85
  86   // Get invoice details.
  87   $invlines = get_invoice_summary($row['id'], true);
  88   // print_r($invlines); // debugging
  89   ksort($invlines);
  90
  91   // For each line item or payment from the invoice...
  92   foreach ($invlines as $codekey => $codeinfo) {
  93     ksort($codeinfo['dtl']);
  94     $code = strtoupper($codekey);
  95     if ($code == 'CO-PAY' || $code == 'UNKNOWN') $code = '';
  96
  97     $is_product = substr($code, 0, 5) == 'PROD:';
  98
  99     $codeonly = $code;
 100     $modifier = '';
 101     $tmp = explode(":", $code);
 102     if (!empty($tmp[1])) {
 103       $codeonly = $tmp[0];
 104       $modifier = $tmp[1];
 105     }
 106
 107     foreach ($codeinfo['dtl'] as $dtlkey => $dtlinfo) {
 108       $dtldate = trim(substr($dtlkey, 0, 10));
 109
 110       if (empty($dtldate)) { // if this is a charge
 111         $charge = $dtlinfo['chg'];
 112
 113         // Zero charges don't matter.
 114         if ($charge == 0) continue;
 115
 116         // Insert taxes but ignore other charges.
 117         if ($code == 'TAX') {
 118           if (!$dry_run) {
 119             sqlInsert("INSERT INTO billing ( date, encounter, code_type, code, code_text, " .
 120               "pid, authorized, user, groupname, activity, billed, provider_id, " .
 121               "modifier, units, fee, ndc_info, justify ) values ( " .
 122               "'$svcdate 00:00:00', '$encounter', 'TAX', 'TAX', '" .
 123               addslashes($dtlinfo['dsc']) . "', " .
 124               "'$pid', '1', '$provider_id', 'Default', 1, 1, 0, '', '1', " .
 125               "'$charge', '', '' )");
 126           }
 127         }
 128         else {
 129           // Non-tax charges for products are in the drug_sales table.
 130           // We won't bother trying to make sure they match the invoice.
 131           if ($is_product) continue;
 132
 133           // Look up this charge in the $billing array.
 134           // If found, remove it from the array and skip to the next detail item.
 135           // Otherwise add it to the billing table and log the discrepancy.
 136           $posskey = 0;
 137           foreach ($billing as $key => $brow) {
 138             $bcode = strtoupper($brow['code']);
 139             $bcodeonly = $bcode;
 140             if ($brow['modifier']) $bcode .= ':' . strtoupper($brow['modifier']);
 141             if ($bcode === $code && $brow['fee'] == $charge) {
 142               unset($billing[$key]);
 143               continue 2; // done with this detail item
 144             }
 145             else if (($bcodeonly === $codeonly || (empty($codeonly) && $charge != 0)) && $brow['fee'] == $charge) {
 146               $posskey = $key;
 147             }
 148           }
 149           if ($posskey) {
 150             // There was no exact match, but there was a match if the modifiers
 151             // are ignored or if the SL code is empty.  Good enough.
 152             unset($billing[$posskey]);
 153             continue;
 154           }
 155           // This charge is not in the billing table!
 156           $codetype = preg_match('/^[A-V]/', $code) ? 'HCPCS' : 'CPT4';
 157           // Note that get_invoice_summary() loses the code type.  The above
 158           // statement works for normal U.S. clinics, but sites that have
 159           // charges other than CPT4 and HCPCS will need to have their code
 160           // types for these generated entries, if any, fixed.
 161           if (!$dry_run) {
 162             sqlInsert("INSERT INTO billing ( date, encounter, code_type, code, code_text, " .
 163               "pid, authorized, user, groupname, activity, billed, provider_id, " .
 164               "modifier, units, fee, ndc_info, justify ) values ( " .
 165               "'$svcdate 00:00:00', '$encounter', '$codetype', '$codeonly',
 166               'Copied from SQL-Ledger by sl_convert.php', " .
 167               "'$pid', '1', '$provider_id', 'Default', 1, 1, 0, '$modifier', '1', " .
 168               "'$charge', '', '' )");
 169           }
 170           echo "Billing code '$code' with charge \$$charge was copied from " .
 171             "SQL-Ledger invoice $pid.$encounter.<br />\n";
 172           flush();
 173         } // end non-tax charge
 174
 175         // End charge item logic.  Continue to the next invoice detail item.
 176         continue;
 177
 178       } // end if charge
 179
 180       $payer_id = empty($dtlinfo['ins']) ? 0 : $dtlinfo['ins'];
 181       $session_id = 0;
 182
 183       // Compute a reasonable "source" value.  For payments this will
 184       // commonly be a check number, for adjustments we have none.
 185       $source = empty($dtlinfo['src']) ? '' : $dtlinfo['src'];
 186       $source = preg_replace('!^Ins[123]/!i', '', $source);
 187       $source = preg_replace('!^Pt/!i', '', $source);
 188       if ($source == '' && empty($dtlinfo['pmt'])) {
 189         $source = 'From SQL-Ledger';
 190       }
 191
 192       // For insurance payers look up or create the session table entry.
 193       if ($payer_id) {
 194         if (!$dry_run) {
 195           $session_id = arGetSession($payer_id, addslashes($source), $dtldate);
 196         }
 197       }
 198       // For non-insurance payers deal with copay duplication.
 199       else if ($code == '') {
 200         if (!empty($dtlinfo['pmt'])) {
 201           // Skip payments that are already present in the billing table as copays.
 202           foreach ($billing as $key => $brow) {
 203             if ($brow['code_type'] == 'COPAY' && (0 - $brow['fee']) == $dtlinfo['pmt']) {
 204               unset($billing[$key]);
 205               continue 2; // done with this detail item
 206             }
 207           }
 208         } // end if payment
 209       } // end not insurance
 210
 211       $payer_type = 0;
 212
 213       if (!empty($dtlinfo['pmt'])) { // it's a payment
 214         $tmp = strtolower($dtlinfo['src']);
 215         for ($i = 1; $i <= 3; ++$i) {
 216           if (strpos($tmp, "ins$i") !== false) $payer_type = $i;
 217         }
 218         if (!$dry_run) {
 219           arPostPayment($pid, $encounter, $session_id, $dtlinfo['pmt'], $code,
 220             $payer_type, addslashes($source), 0, "$dtldate 00:00:00");
 221           if ($session_id) {
 222             sqlStatement("UPDATE ar_session SET pay_total = pay_total + '" .
 223               $dtlinfo['pmt'] . "' WHERE session_id = '$session_id'");
 224           }
 225         }
 226       }
 227       else { // it's an adjustment
 228         $tmp = strtolower($dtlinfo['rsn']);
 229         for ($i = 1; $i <= 3; ++$i) {
 230           if (strpos($tmp, "ins$i") !== false) $payer_type = $i;
 231         }
 232         if (!$dry_run) {
 233           arPostAdjustment($pid, $encounter, $session_id, 0 - $dtlinfo['chg'],
 234             $code, $payer_type, addslashes($dtlinfo['rsn']), 0, "$dtldate 00:00:00");
 235         }
 236       }
 237
 238       ++$activity_count;
 239     } // end detail item
 240   } // end code
 241
 242   // Compute last insurance level billed.
 243   $last_level_billed = 0;
 244   if ($last_biller) {
 245     $invdate = $row['transdate'];
 246     $tmp = sqlQuery("SELECT type FROM insurance_data WHERE " .
 247       "pid = '$patient_id' AND provider = '$last_biller' AND " .
 248       "date <= '$invdate' ORDER BY date DESC, id ASC LIMIT 1");
 249     $last_level_billed = ($tmp['type'] == 'tertiary') ?
 250       3 : ($tmp['type'] == 'secondary') ? 2 : 1;
 251   }
 252
 253   // Compute last insurance level closed.
 254   $last_level_closed = 0;
 255   $tmp = strtolower($row['shipvia']);
 256   for ($i = 1; $i <= 3; ++$i) {
 257     if (strpos($tmp, "ins$i") !== false) $last_level_closed = $i;
 258   }
 259
 260   // Compute last statement date and number of statements sent.
 261   $last_stmt_date = "NULL";
 262   $stmt_count = 0;
 263   $i = 0;
 264   $tmp = strtolower($row['intnotes']);
 265   while (($i = strpos($tmp, 'statement sent ', $i)) !== false) {
 266     $i += 15;
 267     $last_stmt_date = "'" . substr($tmp, $i, 10) . "'";
 268     ++$stmt_count;
 269   }
 270
 271   if (!$dry_run) {
 272     sqlStatement("UPDATE form_encounter SET " .
 273       "last_level_billed = '$last_level_billed', " .
 274       "last_level_closed = '$last_level_closed', " .
 275       "last_stmt_date = $last_stmt_date, " .
 276       "stmt_count = '$stmt_count' " .
 277       "WHERE pid = '$pid' AND encounter = '$encounter'");
 278   }
 279
 280   // Delete and show a warning for any unmatched copays or charges.
 281   foreach ($billing as $key => $brow) {
 282     if (!$dry_run) {
 283       sqlStatement("UPDATE billing SET activity = 0 WHERE id = '$key'");
 284     }
 285     if ($brow['code_type'] == 'COPAY') {
 286       echo "Patient payment of \$" . sprintf('%01.2f', 0 - $brow['fee']);
 287     }
 288     else {
 289       echo "Charge item '" . $brow['code'] . "' with amount \$" .
 290         sprintf('%01.2f', $brow['fee']);
 291     }
 292     echo " was not found in SQL-Ledger invoice $pid.$encounter " .
 293       "and has been removed from the encounter.<br />\n";
 294     flush();
 295   }
 296
 297   ++$invoice_count;
 298 } // end invoice
 299 SLClose();
 300 echo "<br />\n";
 301 echo "$invoice_count SQL-Ledger invoices were processed.<br />\n";
 302 echo "$activity_count payments and adjustments were posted.<br />\n";
 303 ?>
 304 </span>
 305
 306 </body>
 307 </html>