interface/reports/daily_summary_report.php

   1 <?php
   2
   3 /**
   4  *  Daily Summary Report. (/interface/reports/daily_summary_report.php)
   5  *
   6  *  This report shows date wise numbers of the Appointments Scheduled,
   7  *  New Patients, Visited patients, Total Charges, Total Co-pay and Balance amount for the selected facility & providers wise.
   8  *
   9  * @package   OpenEMR
  10  * @link      http://www.open-emr.org
  11  * @author    Rishabh Software
  12  * @author    Brady Miller <brady.g.miller@gmail.com>
  13  * @copyright Copyright (c) 2016 Rishabh Software
  14  * @copyright Copyright (c) 2017-2018 Brady Miller <brady.g.miller@gmail.com>
  15  * @license   https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
  16  */
  17
  18 require_once("../globals.php");
  19 require_once "$srcdir/options.inc.php";
  20 require_once "$srcdir/appointments.inc.php";
  21
  22 use OpenEMR\Common\Csrf\CsrfUtils;
  23 use OpenEMR\Core\Header;
  24 use OpenEMR\Services\FacilityService;
  25
  26 if (!empty($_POST)) {
  27     if (!CsrfUtils::verifyCsrfToken($_POST["csrf_token_form"])) {
  28         CsrfUtils::csrfNotVerified();
  29     }
  30 }
  31
  32 $facilityService = new FacilityService();
  33
  34 $from_date = isset($_POST['form_from_date']) ? DateToYYYYMMDD($_POST['form_from_date']) : date('Y-m-d'); // From date filter
  35 $to_date = isset($_POST['form_to_date']) ? DateToYYYYMMDD($_POST['form_to_date']) : date('Y-m-d');   // To date filter
  36 $selectedFacility = isset($_POST['form_facility']) ? $_POST['form_facility'] : "";  // facility filter
  37 $selectedProvider = isset($_POST['form_provider']) ? $_POST['form_provider'] : "";  // provider filter
  38 ?>
  39
  40 <html>
  41     <head>
  42
  43         <title><?php echo xlt('Daily Summary Report'); ?></title>
  44
  45         <?php Header::setupHeader(['datetime-picker', 'report-helper']); ?>
  46
  47         <script>
  48             function submitForm() {
  49                 var fromDate = $("#form_from_date").val();
  50                 var toDate = $("#form_to_date").val();
  51
  52                 if (fromDate === '') {
  53                     alert(<?php echo xlj('Please select From date'); ?>);
  54                     return false;
  55                 }
  56                 if (toDate === '') {
  57                     alert(<?php echo xlj('Please select To date'); ?>);
  58                     return false;
  59                 }
  60                 if (Date.parse(fromDate) > Date.parse(toDate)) {
  61                     alert(<?php echo xlj('From date should be less than To date'); ?>);
  62                     return false;
  63                 }
  64                 else {
  65                     $("#form_refresh").attr("value", "true");
  66                     $("#report_form").submit();
  67                 }
  68             }
  69
  70             $(function () {
  71                 $('.datepicker').datetimepicker({
  72                     <?php $datetimepicker_timepicker = false; ?>
  73                     <?php $datetimepicker_showseconds = false; ?>
  74                     <?php $datetimepicker_formatInput = true; ?>
  75                     <?php require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?>
  76                     <?php // can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
  77                 });
  78             });
  79
  80         </script>
  81
  82     </head>
  83
  84     <body class="body_top">
  85
  86         <span class='title'><?php echo xlt('Daily Summary Report'); ?></span>
  87         <!-- start of search parameters -->
  88         <form method='post' name='report_form' id='report_form' action='' onsubmit='return top.restoreSession()'>
  89             <input type="hidden" name="csrf_token_form" value="<?php echo attr(CsrfUtils::collectCsrfToken()); ?>" />
  90             <div id="report_parameters">
  91                 <table class="tableonly">
  92                     <tr>
  93                         <td width='745px'>
  94                             <div style='float: left'>
  95                                 <table class='text'>
  96                                     <tr>
  97                                         <td class='col-form-label'><?php echo xlt('Facility'); ?>:</td>
  98                                         <td><?php dropdown_facility($selectedFacility, 'form_facility', false); ?></td>
  99                                         <td class='col-form-label'><?php echo xlt('From'); ?>:</td>
 100                                         <td>
 101                                             <input type='text' name='form_from_date' id="form_from_date"
 102                                                    class='datepicker form-control'
 103                                                    size='10' value='<?php echo attr(oeFormatShortDate($from_date)); ?>'>
 104                                         </td>
 105                                         <td class='col-form-label'><?php echo xlt('To{{Range}}'); ?>:</td>
 106                                         <td>
 107                                             <input type='text' name='form_to_date' id="form_to_date"
 108                                                    class='datepicker form-control'
 109                                                    size='10' value='<?php echo attr(oeFormatShortDate($to_date)); ?>'>
 110                                         </td>
 111                                         <td class='col-form-label'><?php echo xlt('Provider'); ?>:</td>
 112                                         <td>
 113                                             <?php
 114                                             generate_form_field(array('data_type' => 10, 'field_id' => 'provider',
 115                                             'empty_title' => '-- All Providers --'), $selectedProvider);
 116                                             ?>
 117                                         </td>
 118                                 </table>
 119                             </div>
 120                         </td>
 121                         <td class='h-100' align='left' valign='middle'>
 122                             <table class='w-100 h-100' style='border-left: 1px solid;'>
 123                                 <tr>
 124                                     <td>
 125                                         <div class="text-center">
 126                                             <div class="btn-group" role="group">
 127                                                 <a href='#' class='btn btn-secondary btn-save' onclick='return submitForm();'>
 128                                                     <?php echo xlt('Submit'); ?>
 129                                                 </a>
 130                                                 <a href='' class="btn btn-secondary btn-refresh" id='new0' onClick=" top.restoreSession(); window.location = window.location.href;">
 131                                                     <?php echo xlt('Reset'); ?>
 132                                                 </a>
 133                                             </div>
 134                                         </div>
 135                                     </td>
 136                                 </tr>
 137                             </table>
 138                         </td>
 139                     </tr>
 140                 </table>
 141                 <input type='hidden' name='form_refresh' id='form_refresh' value='' />
 142             </div>
 143         </form>
 144         <!-- end of search parameters -->
 145
 146         <?php
 147         $dateSet = $facilitySet = 0;
 148         if (!empty($from_date) && !empty($to_date)) {
 149             $dateSet = 1;
 150         }
 151
 152         if (isset($selectedFacility) && !empty($selectedFacility)) {
 153             $facilitySet = 1;
 154         }
 155
 156         // define all the variables as initial blank array
 157         $facilities = $totalAppointment = $totalNewPatient = $totalVisit = $totalPayment = $dailySummaryReport = $totalPaid = array();
 158
 159         // define all the where condition variable as initial value set 1=1
 160         $whereTotalVisitConditions = $whereTotalPaymentConditions = $wherePaidConditions = $whereNewPatientConditions = '1 = 1 ';
 161
 162         // fetch all facility from the table
 163         $facilityRecords = $facilityService->getAllFacility();
 164         foreach ($facilityRecords as $facilityList) {
 165             if (1 === $facilitySet && $facilityList['id'] == $selectedFacility) {
 166                 $facilities[$facilityList['id']] = $facilityList['name'];
 167             }
 168
 169             if (empty($selectedFacility)) {
 170                 $facilities[$facilityList['id']] = $facilityList['name'];
 171             }
 172         }
 173
 174         // define provider and facility as null
 175         $providerID = $facilityID = null;
 176         // define all the bindarray variables as initial blank array
 177         $sqlBindArrayAppointment = $sqlBindArrayTotalVisit = $sqlBindArrayTotalPayment = $sqlBindArrayPaid = $sqlBindArrayNewPatient = array();
 178
 179         // make all condition on by default today's date
 180         if ($dateSet != 1 && $facilitySet != 1) {
 181             $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) = ? ';
 182             array_push($sqlBindArrayNewPatient, date("Y-m-d"));
 183             $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) = ? ';
 184             array_push($sqlBindArrayTotalVisit, date("Y-m-d"));
 185             $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`)  = ? ';
 186             array_push($sqlBindArrayTotalPayment, date("Y-m-d"));
 187             $wherePaidConditions .= ' AND DATE(`p`.`dtime`)  = ? ';
 188             array_push($sqlBindArrayPaid, date("Y-m-d"));
 189         }
 190
 191         // if search based on facility then append condition for facility search
 192         if (1 === $facilitySet) {
 193             $facilityID = $selectedFacility;
 194             $whereNewPatientConditions .= ' AND `f`.`id` = ?';
 195             array_push($sqlBindArrayNewPatient, $selectedFacility);
 196             $whereTotalVisitConditions .= ' AND `f`.`id` = ?';
 197             array_push($sqlBindArrayTotalVisit, $selectedFacility);
 198             $whereTotalPaymentConditions .= ' AND `f`.`id` = ?';
 199             array_push($sqlBindArrayTotalPayment, $selectedFacility);
 200             $wherePaidConditions .= ' AND `f`.`id` = ?';
 201             array_push($sqlBindArrayPaid, $selectedFacility);
 202         }
 203
 204         // if date range wise search then append condition for date search
 205         if (1 === $dateSet) {
 206             $whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) BETWEEN ? AND ?';
 207             array_push($sqlBindArrayNewPatient, $from_date, $to_date);
 208             $whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) BETWEEN ? AND ?';
 209             array_push($sqlBindArrayTotalVisit, $from_date, $to_date);
 210             $whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) BETWEEN ? AND ?';
 211             array_push($sqlBindArrayTotalPayment, $from_date, $to_date);
 212             $wherePaidConditions .= ' AND DATE(`p`.`dtime`) BETWEEN ? AND ?';
 213             array_push($sqlBindArrayPaid, $from_date, $to_date);
 214         }
 215
 216         // if provider selected then append condition for provider
 217         if (isset($selectedProvider) && !empty($selectedProvider)) {
 218             $providerID = $selectedProvider;
 219             $whereNewPatientConditions .= ' AND `OPE`.`pc_aid` = ?';
 220             array_push($sqlBindArrayNewPatient, $selectedProvider);
 221             $whereTotalVisitConditions .= ' AND `fc`.`provider_id` = ?';
 222             array_push($sqlBindArrayTotalVisit, $selectedProvider);
 223             $whereTotalPaymentConditions .= ' AND `fe`.`provider_id` = ?';
 224             array_push($sqlBindArrayTotalPayment, $selectedProvider);
 225             $wherePaidConditions .= ' AND `fe`.`provider_id` = ?';
 226             array_push($sqlBindArrayPaid, $selectedProvider);
 227         }
 228
 229         // pass last parameter as Boolean,  which is getting the facility name in the resulted array
 230         $totalAppointmentSql = fetchAppointments($from_date, $to_date, null, $providerID, $facilityID);
 231         if (count($totalAppointmentSql) > 0) { // check if $totalAppointmentSql array has value
 232             foreach ($totalAppointmentSql as $appointment) {
 233                 $eventDate = $appointment['pc_eventDate'];
 234                 $facility = $appointment['name'];
 235                 $providerName = $appointment['ufname'] . ' ' . $appointment['ulname'];
 236
 237                 // initialize each level of the data structure if it doesn't already exist
 238                 if (!isset($totalAppointment[$eventDate])) {
 239                     $totalAppointment[$eventDate] = [];
 240                 }
 241
 242                 if (!isset($totalAppointment[$eventDate][$facility])) {
 243                     $totalAppointment[$eventDate][$facility] = [];
 244                 }
 245
 246                 if (!isset($totalAppointment[$eventDate][$facility][$providerName])) {
 247                     $totalAppointment[$eventDate][$facility][$providerName] = [];
 248                 }
 249
 250                 // initialize the number of appointment to 0
 251                 if (!isset($totalAppointment[$eventDate][$facility][$providerName]['appointments'])) {
 252                     $totalAppointment[$eventDate][$facility][$providerName]['appointments'] = 0;
 253                 }
 254
 255                 // increment the number of appointments
 256                 $totalAppointment[$eventDate][$facility][$providerName]['appointments']++;
 257             }
 258         }
 259
 260         //Count Total New Patient
 261         $newPatientSql = sqlStatement("SELECT `OPE`.`pc_eventDate` , `f`.`name` AS facility_Name , count( * ) AS totalNewPatient, `PD`.`providerID`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
 262                                         FROM `patient_data` AS PD
 263                                         LEFT JOIN `openemr_postcalendar_events` AS OPE ON ( `OPE`.`pc_pid` = `PD`.`pid` )
 264                                         LEFT JOIN `facility` AS f ON ( `OPE`.`pc_facility` = `f`.`id` )
 265                                         LEFT JOIN `users` AS u ON ( `OPE`.`pc_aid` = `u`.`id` )
 266                                         WHERE `OPE`.`pc_title` = 'New Patient'
 267                                         AND  $whereNewPatientConditions
 268                                         GROUP BY `f`.`id` , `OPE`.`pc_eventDate`,provider_name
 269                                         ORDER BY `OPE`.`pc_eventDate` ASC", $sqlBindArrayNewPatient);
 270
 271
 272
 273         while ($totalNewPatientRecord = sqlFetchArray($newPatientSql)) {
 274             $totalNewPatient[$totalNewPatientRecord['pc_eventDate']][$totalNewPatientRecord['facility_Name']][$totalNewPatientRecord['provider_name']]['newPatient'] = $totalNewPatientRecord['totalNewPatient'];
 275         }
 276
 277         //Count Total Visit
 278         $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
 279                                                                     FROM `form_encounter` AS fc
 280                                                                     LEFT JOIN `facility` AS f ON ( `fc`.`facility_id` = `f`.`id` )
 281                                                                     LEFT JOIN `users` AS u ON ( `fc`.`provider_id` = `u`.`id` )
 282                                                                     WHERE $whereTotalVisitConditions
 283                                                                     GROUP BY `fc`.`facility_id`, DATE( `fc`.`date` ),provider_name ORDER BY DATE( `fc`.`date` ) ASC", $sqlBindArrayTotalVisit);
 284
 285         while ($totalVisitRecord = sqlFetchArray($totalVisitSql)) {
 286             $totalVisit[$totalVisitRecord['Date']][$totalVisitRecord['facility_Name']][$totalVisitRecord['provider_name']]['visits'] = $totalVisitRecord['totalVisit'];
 287         }
 288
 289         //Count Total Payments for only active records i.e. activity = 1
 290         $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
 291                                                                     FROM `facility` AS f
 292                                                                     LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
 293                                                                     LEFT JOIN `billing` AS b ON ( `fe`.`encounter` = `b`.`encounter` )
 294                                                                     LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
 295                                                                     WHERE `b`.`activity` =1 AND
 296                                                                     $whereTotalPaymentConditions
 297                                                                     GROUP BY `b`.`encounter`,Date,provider_name ORDER BY Date ASC", $sqlBindArrayTotalPayment);
 298
 299         while ($totalPaymentRecord = sqlFetchArray($totalPaymetsSql)) {
 300             $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] = $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] ?? null;
 301             $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] += $totalPaymentRecord['totalpayment'];
 302         }
 303
 304         // total paid amount
 305         $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
 306                                                                         FROM `facility` AS f
 307                                                                         LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
 308                                                                         LEFT JOIN `payments` AS p ON ( `fe`.`encounter` = `p`.`encounter` )
 309                                                                         LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
 310                                                                         WHERE $wherePaidConditions
 311                                                                         GROUP BY `p`.`encounter`, Date,provider_name ORDER BY Date ASC", $sqlBindArrayPaid);
 312
 313
 314         while ($totalPaidRecord = sqlFetchArray($totalPaidAmountSql)) {
 315             $totalPaid[$totalPaidRecord['Date']][$totalPaidRecord['facilityName']][$totalPaidRecord['provider_name']]['paidAmount'] += $totalPaidRecord['totalPaidAmount'];
 316         }
 317
 318         // merge all array recursive in to one array
 319         $dailySummaryReport = array_merge_recursive($totalAppointment, $totalNewPatient, $totalVisit, $totalPayment, $totalPaid);
 320         ?>
 321
 322         <div id="report_results" style="font-size: 12px">
 323             <?php echo '<strong>' . xlt('From') . '</strong> ' . text(oeFormatShortDate($from_date)) . ' <strong>' . xlt('To{{Range}}') . '</strong> ' . text(oeFormatShortDate($to_date)); ?>
 324
 325             <table class="table flowboard" cellpadding='5' cellspacing='2' id="ds_report">
 326                 <tr class="head thead-light">
 327
 328                     <td><?php echo xlt('Date'); ?></td>
 329                     <td><?php echo xlt('Facility'); ?></td>
 330                     <td><?php echo xlt('Provider'); ?></td>
 331                     <td><?php echo xlt('Appointments'); ?></td>
 332                     <td><?php echo xlt('New Patients'); ?></td>
 333                     <td><?php echo xlt('Visited Patients'); ?></td>
 334                     <td><?php echo xlt('Total Charges'); ?></td>
 335                     <td><?php echo xlt('Total Co-Pay'); ?></td>
 336                     <td><?php echo xlt('Balance Payment'); ?></td>
 337                 </tr>
 338                 <?php
 339                 if (count($dailySummaryReport) > 0) { // check if daily summary array has value
 340                     foreach ($dailySummaryReport as $date => $dataValue) { //   daily summary array which consists different/dynamic values
 341                         foreach ($facilities as $facility) { // facility array
 342                             if (isset($dataValue[$facility])) {
 343                                 foreach ($dataValue[$facility] as $provider => $information) { // array which consists different/dynamic values
 344                                     ?>
 345                                     <tr>
 346                                         <td><?php echo text(oeFormatShortDate($date)); ?></td>
 347                                         <td><?php echo text($facility); ?></td>
 348                                         <td><?php echo text($provider); ?></td>
 349                                         <td><?php echo isset($information['appointments']) ? text($information['appointments']) : 0; ?></td>
 350                                         <td><?php echo isset($information['newPatient']) ? text($information['newPatient']) : 0; ?></td>
 351                                         <td><?php echo isset($information['visits']) ? text($information['visits']) : 0; ?></td>
 352                                         <td align="right"><?php echo isset($information['payments']) ? text(number_format($information['payments'], 2)) : number_format(0, 2); ?></td>
 353                                         <td align="right"><?php echo isset($information['paidAmount']) ? text(number_format($information['paidAmount'], 2)) : number_format(0, 2); ?></td>
 354                                         <td align="right">
 355                                             <?php
 356                                             if (isset($information['payments']) || isset($information['paidAmount'])) {
 357                                                 $dueAmount = number_format(floatval(str_replace(",", "", $information['payments'])) - floatval(str_replace(",", "", ($information['paidAmount'] ?? null))), 2);
 358                                             } else {
 359                                                 $dueAmount = number_format(0, 2);
 360                                             }
 361
 362                                             echo text($dueAmount);
 363                                             ?>
 364                                         </td>
 365                                     </tr>
 366                                     <?php
 367                                     if (count($dailySummaryReport) > 0) { // calculate the total count of the appointments, new patient,visits, payments, paid amount and due amount
 368                                         $totalAppointments = $totalAppointments ?? null;
 369                                         $totalAppointments += $information['appointments'];
 370
 371                                         $totalNewRegisterPatient = $totalNewRegisterPatient ?? null;
 372                                         $totalNewRegisterPatient += ($information['newPatient'] ?? null);
 373
 374                                         $totalVisits = $totalVisits ?? null;
 375                                         $totalVisits += ($information['visits'] ?? null);
 376
 377                                         $totalPayments = $totalPayments ?? null;
 378                                         $totalPayments += floatval(str_replace(",", "", ($information['payments'] ?? null)));
 379
 380                                         $totalPaidAmount = $totalPaidAmount ?? null;
 381                                         $totalPaidAmount += floatval(str_replace(",", "", ($information['paidAmount'] ?? null)));
 382
 383                                         $totalDueAmount = $totalDueAmount ?? null;
 384                                         $totalDueAmount += $dueAmount;
 385                                     }
 386                                 }
 387                             }
 388                         }
 389                     }
 390                     ?>
 391                     <!--display total count-->
 392                     <tr class="totalrow">
 393                         <td><?php echo xlt("Total"); ?></td>
 394                         <td>-</td>
 395                         <td>-</td>
 396                         <td><?php echo text($totalAppointments); ?></td>
 397                         <td><?php echo text($totalNewRegisterPatient); ?></td>
 398                         <td><?php echo text($totalVisits); ?></td>
 399                         <td align="right"><?php echo text(number_format($totalPayments, 2)); ?></td>
 400                         <td align="right"><?php echo text(number_format($totalPaidAmount, 2)); ?></td>
 401                         <td align="right"><?php echo text(number_format($totalDueAmount, 2)); ?></td>
 402                     </tr>
 403                     <?php
 404                 } else { // if there are no records then display message
 405                     ?>
 406                     <tr>
 407                         <td colspan="9" style="text-align:center;font-weight:bold;"> <?php echo xlt("There are no record(s) found."); ?></td>
 408                     </tr><?php
 409                 } ?>
 410
 411             </table>
 412         </div>
 413     </body>
 414 </html>