3 * Daily Summary Report. (/interface/reports/daily_summary_report.php)
5 * This report shows date wise numbers of the Appointments Scheduled,
6 * New Patients, Visited patients, Total Charges, Total Co-pay and Balance amount for the selected facility & providers wise.
9 * @link http://www.open-emr.org
10 * @author Rishabh Software
11 * @author Brady Miller <brady.g.miller@gmail.com>
12 * @copyright Copyright (c) 2016 Rishabh Software
13 * @copyright Copyright (c) 2017 Brady Miller <brady.g.miller@gmail.com>
14 * @license https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
18 require_once("../globals.php");
19 require_once "$srcdir/options.inc.php";
20 require_once "$srcdir/appointments.inc.php";
22 use OpenEMR\Core\Header
;
23 use OpenEMR\Services\FacilityService
;
25 $facilityService = new FacilityService();
27 $from_date = isset($_POST['form_from_date']) ?
DateToYYYYMMDD($_POST['form_from_date']) : date('Y-m-d'); // From date filter
28 $to_date = isset($_POST['form_to_date']) ?
DateToYYYYMMDD($_POST['form_to_date']) : date('Y-m-d'); // To date filter
29 $selectedFacility = isset($_POST['form_facility']) ?
$_POST['form_facility'] : ""; // facility filter
30 $selectedProvider = isset($_POST['form_provider']) ?
$_POST['form_provider'] : ""; // provider filter
36 <title
><?php
echo xlt('Daily Summary Report'); ?
></title
>
38 <?php Header
::setupHeader(['datetime-picker', 'report-helper']); ?
>
40 <script type
="text/javascript">
41 function submitForm() {
42 var fromDate
= $
("#form_from_date").val();
43 var toDate
= $
("#form_to_date").val();
45 if (fromDate
=== '') {
46 alert("<?php echo xls('Please select From date'); ?>");
50 alert("<?php echo xls('Please select To date'); ?>");
53 if (Date
.parse(fromDate
) > Date
.parse(toDate
)) {
54 alert("<?php echo xls('From date should be less than To date'); ?>");
58 $
("#form_refresh").attr("value", "true");
59 $
("#report_form").submit();
63 $
( document
).ready(function(){
64 $
('.datepicker').datetimepicker({
65 <?php
$datetimepicker_timepicker = false; ?
>
66 <?php
$datetimepicker_showseconds = false; ?
>
67 <?php
$datetimepicker_formatInput = true; ?
>
68 <?php
require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?
>
69 <?php
// can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
77 <body
class="body_top">
79 <span
class='title'><?php
echo xlt('Daily Summary Report'); ?
></span
>
80 <!-- start of search parameters
-->
81 <form method
='post' name
='report_form' id
='report_form' action
='' onsubmit
='return top.restoreSession()'>
82 <div id
="report_parameters">
83 <table
class="tableonly">
86 <div style
='float: left'>
89 <td
class='control-label'><?php
echo xlt('Facility'); ?
>:</td
>
90 <td
><?php
dropdown_facility($selectedFacility, 'form_facility', false); ?
></td
>
91 <td
class='control-label'><?php
echo xlt('From'); ?
>:</td
>
93 <input type
='text' name
='form_from_date' id
="form_from_date"
94 class='datepicker form-control'
95 size
='10' value
='<?php echo attr(oeFormatShortDate($from_date)); ?>'>
97 <td
class='control-label'><?php
echo xlt('To'); ?
>:</td
>
99 <input type
='text' name
='form_to_date' id
="form_to_date"
100 class='datepicker form-control'
101 size
='10' value
='<?php echo attr(oeFormatShortDate($to_date)); ?>'>
103 <td
class='control-label'><?php
echo xlt('Provider'); ?
>:</td
>
106 generate_form_field(array('data_type' => 10, 'field_id' => 'provider',
107 'empty_title' => '-- All Providers --'), $selectedProvider);
113 <td align
='left' valign
='middle' height
="100%">
114 <table style
='border-left: 1px solid; width: 100%; height: 100%'>
117 <div
class="text-center">
118 <div
class="btn-group" role
="group">
119 <a href
='#' class='btn btn-default btn-save' onclick
='return submitForm();'>
120 <?php
echo xlt('Submit'); ?
>
122 <a href
='' class="btn btn-default btn-refresh" id
='new0' onClick
=" top.restoreSession(); window.location = window.location.href;">
123 <?php
echo xlt('Reset'); ?
>
133 <input type
='hidden' name
='form_refresh' id
='form_refresh' value
='' />
136 <!-- end of search parameters
-->
139 $dateSet = $facilitySet = 0;
140 if (!empty($from_date) && !empty($to_date)) {
144 if (isset($selectedFacility) && !empty($selectedFacility)) {
148 // define all the variables as initial blank array
149 $facilities = $totalAppointment = $totalNewPatient = $totalVisit = $totalPayment = $dailySummaryReport = $totalPaid = array();
151 // define all the where condition variable as initial value set 1=1
152 $whereTotalVisitConditions = $whereTotalPaymentConditions = $wherePaidConditions = $whereNewPatientConditions = '1 = 1 ';
154 // fetch all facility from the table
155 $facilityRecords = $facilityService->getAll();
156 foreach ($facilityRecords as $facilityList) {
157 if (1 === $facilitySet && $facilityList['id'] == $selectedFacility) {
158 $facilities[$facilityList['id']] = $facilityList['name'];
161 if (empty($selectedFacility)) {
162 $facilities[$facilityList['id']] = $facilityList['name'];
166 // define provider and facility as null
167 $providerID = $facilityID = null;
168 // define all the bindarray variables as initial blank array
169 $sqlBindArrayAppointment = $sqlBindArrayTotalVisit = $sqlBindArrayTotalPayment = $sqlBindArrayPaid = $sqlBindArrayNewPatient = array();
171 // make all condition on by default today's date
172 if ($dateSet != 1 && $facilitySet != 1) {
173 $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) = ? ';
174 array_push($sqlBindArrayNewPatient, date("Y-m-d"));
175 $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) = ? ';
176 array_push($sqlBindArrayTotalVisit, date("Y-m-d"));
177 $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) = ? ';
178 array_push($sqlBindArrayTotalPayment, date("Y-m-d"));
179 $wherePaidConditions .= ' AND DATE(`p`.`dtime`) = ? ';
180 array_push($sqlBindArrayPaid, date("Y-m-d"));
183 // if search based on facility then append condition for facility search
184 if (1 === $facilitySet) {
185 $facilityID = $selectedFacility;
186 $whereNewPatientConditions .= ' AND `f`.`id` = ?';
187 array_push($sqlBindArrayNewPatient, $selectedFacility);
188 $whereTotalVisitConditions .= ' AND `f`.`id` = ?';
189 array_push($sqlBindArrayTotalVisit, $selectedFacility);
190 $whereTotalPaymentConditions .= ' AND `f`.`id` = ?';
191 array_push($sqlBindArrayTotalPayment, $selectedFacility);
192 $wherePaidConditions .= ' AND `f`.`id` = ?';
193 array_push($sqlBindArrayPaid, $selectedFacility);
196 // if date range wise search then append condition for date search
197 if (1 === $dateSet) {
198 $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) BETWEEN ? AND ?';
199 array_push($sqlBindArrayNewPatient, $from_date, $to_date);
200 $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) BETWEEN ? AND ?';
201 array_push($sqlBindArrayTotalVisit, $from_date, $to_date);
202 $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) BETWEEN ? AND ?';
203 array_push($sqlBindArrayTotalPayment, $from_date, $to_date);
204 $wherePaidConditions .= ' AND DATE(`p`.`dtime`) BETWEEN ? AND ?';
205 array_push($sqlBindArrayPaid, $from_date, $to_date);
208 // if provider selected then append condition for provider
209 if (isset($selectedProvider) && !empty($selectedProvider)) {
210 $providerID = $selectedProvider;
211 $whereNewPatientConditions .= ' AND `OPE`.`pc_aid` = ?';
212 array_push($sqlBindArrayNewPatient, $selectedProvider);
213 $whereTotalVisitConditions .= ' AND `fc`.`provider_id` = ?';
214 array_push($sqlBindArrayTotalVisit, $selectedProvider);
215 $whereTotalPaymentConditions .= ' AND `fe`.`provider_id` = ?';
216 array_push($sqlBindArrayTotalPayment, $selectedProvider);
217 $wherePaidConditions .= ' AND `fe`.`provider_id` = ?';
218 array_push($sqlBindArrayPaid, $selectedProvider);
221 // pass last parameter as Boolean, which is getting the facility name in the resulted array
222 $totalAppointmentSql = fetchAppointments($from_date, $to_date, null, $providerID, $facilityID);
223 if (count($totalAppointmentSql) > 0) { // check if $totalAppointmentSql array has value
224 foreach ($totalAppointmentSql as $appointment) {
225 $eventDate = $appointment['pc_eventDate'];
226 $facility = $appointment['name'];
227 $providerName = $appointment['ufname'] . ' ' . $appointment['ulname'];
229 // initialize each level of the data structure if it doesn't already exist
230 if (!isset($totalAppointment[$eventDate])) {
231 $totalAppointment[$eventDate] = [];
234 if (!isset($totalAppointment[$eventDate][$facility])) {
235 $totalAppointment[$eventDate][$facility] = [];
238 if (!isset($totalAppointment[$eventDate][$facility][$providerName])) {
239 $totalAppointment[$eventDate][$facility][$providerName] = [];
242 // initialize the number of appointment to 0
243 if (!isset($totalAppointment[$eventDate][$facility][$providerName]['appointments'])) {
244 $totalAppointment[$eventDate][$facility][$providerName]['appointments'] = 0;
247 // increment the number of appointments
248 $totalAppointment[$eventDate][$facility][$providerName]['appointments']++
;
252 //Count Total New Patient
253 $newPatientSql = sqlStatement("SELECT `OPE`.`pc_eventDate` , `f`.`name` AS facility_Name , count( * ) AS totalNewPatient, `PD`.`providerID`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
254 FROM `patient_data` AS PD
255 LEFT JOIN `openemr_postcalendar_events` AS OPE ON ( `OPE`.`pc_pid` = `PD`.`pid` )
256 LEFT JOIN `facility` AS f ON ( `OPE`.`pc_facility` = `f`.`id` )
257 LEFT JOIN `users` AS u ON ( `OPE`.`pc_aid` = `u`.`id` )
258 WHERE `OPE`.`pc_title` = 'New Patient'
259 AND $whereNewPatientConditions
260 GROUP BY `f`.`id` , `OPE`.`pc_eventDate`,provider_name
261 ORDER BY `OPE`.`pc_eventDate` ASC", $sqlBindArrayNewPatient);
265 while ($totalNewPatientRecord = sqlFetchArray($newPatientSql)) {
266 $totalNewPatient[$totalNewPatientRecord['pc_eventDate']][$totalNewPatientRecord['facility_Name']][$totalNewPatientRecord['provider_name']]['newPatient'] = $totalNewPatientRecord['totalNewPatient'];
270 $totalVisitSql = sqlStatement("SELECT DATE( `fc`.`date` ) AS Date,`f`.`name` AS facility_Name, count( * ) AS totalVisit, `fc`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
271 FROM `form_encounter` AS fc
272 LEFT JOIN `facility` AS f ON ( `fc`.`facility_id` = `f`.`id` )
273 LEFT JOIN `users` AS u ON ( `fc`.`provider_id` = `u`.`id` )
274 WHERE $whereTotalVisitConditions
275 GROUP BY `fc`.`facility_id`, DATE( `fc`.`date` ),provider_name ORDER BY DATE( `fc`.`date` ) ASC", $sqlBindArrayTotalVisit);
277 while ($totalVisitRecord = sqlFetchArray($totalVisitSql)) {
278 $totalVisit[$totalVisitRecord['Date']][$totalVisitRecord['facility_Name']][$totalVisitRecord['provider_name']]['visits'] = $totalVisitRecord['totalVisit'];
281 //Count Total Payments for only active records i.e. activity = 1
282 $totalPaymetsSql = sqlStatement("SELECT DATE( `b`.`date` ) AS Date, `f`.`name` AS facilityName, SUM( `b`.`fee` ) AS totalpayment, `fe`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
284 LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
285 LEFT JOIN `billing` AS b ON ( `fe`.`encounter` = `b`.`encounter` )
286 LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
287 WHERE `b`.`activity` =1 AND
288 $whereTotalPaymentConditions
289 GROUP BY `b`.`encounter`,Date,provider_name ORDER BY Date ASC", $sqlBindArrayTotalPayment);
291 while ($totalPaymentRecord = sqlFetchArray($totalPaymetsSql)) {
292 $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] +
= $totalPaymentRecord['totalpayment'];
296 $totalPaidAmountSql = sqlStatement("SELECT DATE( `p`.`dtime` ) AS Date,`f`.`name` AS facilityName, SUM( `p`.`amount1` ) AS totalPaidAmount, `fe`.`provider_id`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
298 LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
299 LEFT JOIN `payments` AS p ON ( `fe`.`encounter` = `p`.`encounter` )
300 LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
301 WHERE $wherePaidConditions
302 GROUP BY `p`.`encounter`, Date,provider_name ORDER BY Date ASC", $sqlBindArrayPaid);
305 while ($totalPaidRecord = sqlFetchArray($totalPaidAmountSql)) {
306 $totalPaid[$totalPaidRecord['Date']][$totalPaidRecord['facilityName']][$totalPaidRecord['provider_name']]['paidAmount'] +
= $totalPaidRecord['totalPaidAmount'];
309 // merge all array recursive in to one array
310 $dailySummaryReport = array_merge_recursive($totalAppointment, $totalNewPatient, $totalVisit, $totalPayment, $totalPaid);
313 <div id
="report_results" style
="font-size: 12px">
314 <?php
echo '<b>' . xlt('From') . '</b> ' . text(oeFormatShortDate($from_date)) . ' <b>' . xlt('To') . '</b> ' . text(oeFormatShortDate($to_date)); ?
>
316 <table
class="flowboard" cellpadding
='5' cellspacing
='2' id
="ds_report">
319 <td
><?php
echo xlt('Date'); ?
></td
>
320 <td
><?php
echo xlt('Facility'); ?
></td
>
321 <td
><?php
echo xlt('Provider'); ?
></td
>
322 <td
><?php
echo xlt('Appointments'); ?
></td
>
323 <td
><?php
echo xlt('New Patients'); ?
></td
>
324 <td
><?php
echo xlt('Visited Patients'); ?
></td
>
325 <td
><?php
echo xlt('Total Charges'); ?
></td
>
326 <td
><?php
echo xlt('Total Co-Pay'); ?
></td
>
327 <td
><?php
echo xlt('Balance Payment'); ?
></td
>
330 if (count($dailySummaryReport) > 0) { // check if daily summary array has value
331 foreach ($dailySummaryReport as $date => $dataValue) { // daily summary array which consists different/dynamic values
332 foreach ($facilities as $facility) { // facility array
333 if (isset($dataValue[$facility])) {
334 foreach ($dataValue[$facility] as $provider => $information) { // array which consists different/dynamic values
337 <td
><?php
echo text(oeFormatShortDate($date)); ?
></td
>
338 <td
><?php
echo text($facility); ?
></td
>
339 <td
><?php
echo text($provider); ?
></td
>
340 <td
><?php
echo isset($information['appointments']) ?
text($information['appointments']) : 0; ?
></td
>
341 <td
><?php
echo isset($information['newPatient']) ?
text($information['newPatient']) : 0; ?
></td
>
342 <td
><?php
echo isset($information['visits']) ?
text($information['visits']) : 0; ?
></td
>
343 <td align
="right"><?php
echo isset($information['payments']) ?
text(number_format($information['payments'], 2)) : number_format(0, 2); ?
></td
>
344 <td align
="right"><?php
echo isset($information['paidAmount']) ?
text(number_format($information['paidAmount'], 2)) : number_format(0, 2); ?
></td
>
347 if (isset($information['payments']) ||
isset($information['paidAmount'])) {
348 $dueAmount = number_format(floatval(str_replace(",", "", $information['payments'])) - floatval(str_replace(",", "", $information['paidAmount'])), 2);
350 $dueAmount = number_format(0, 2);
353 echo text($dueAmount);
358 if (count($dailySummaryReport) > 0) { // calculate the total count of the appointments, new patient,visits, payments, paid amount and due amount
359 $totalAppointments +
= $information['appointments'];
360 $totalNewRegisterPatient +
= $information['newPatient'];
361 $totalVisits +
= $information['visits'];
362 $totalPayments +
= floatval(str_replace(",", "", $information['payments']));
363 $totalPaidAmount +
= floatval(str_replace(",", "", $information['paidAmount']));
364 $totalDueAmount +
= $dueAmount;
371 <!--display total count
-->
372 <tr
class="totalrow">
373 <td
><?php
echo xlt("Total"); ?
></td
>
376 <td
><?php
echo text($totalAppointments); ?
></td
>
377 <td
><?php
echo text($totalNewRegisterPatient); ?
></td
>
378 <td
><?php
echo text($totalVisits); ?
></td
>
379 <td align
="right"><?php
echo text(number_format($totalPayments, 2)); ?
></td
>
380 <td align
="right"><?php
echo text(number_format($totalPaidAmount, 2)); ?
></td
>
381 <td align
="right"><?php
echo text(number_format($totalDueAmount, 2)); ?
></td
>
384 } else { // if there are no records then display message
387 <td colspan
="9" style
="text-align:center;font-weight:bold;"> <?php
echo xlt("There are no record(s) found."); ?
></td
>