interface/reports/daily_summary_report.php

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