From af29af55f6222fd1a46108e0754d9f1680a1e4e5 Mon Sep 17 00:00:00 2001
From: teryhill <teryhill@yahoo.com>
Date: Sat, 3 Oct 2015 12:47:33 -0400
Subject: [PATCH] Patient Ledger, take 3.

---
 interface/main/left_nav.php                     |   1 +
 interface/patient_file/summary/demographics.php |   3 +
 interface/reports/pat_ledger.php                | 701 ++++++++++++++++++++++++
 library/globals.inc.php                         |  16 +
 version.php                                     |   2 +-
 5 files changed, 722 insertions(+), 1 deletion(-)
 create mode 100644 interface/reports/pat_ledger.php

diff --git a/interface/main/left_nav.php b/interface/main/left_nav.php
index e274fb151..11d426ae6 100644
--- a/interface/main/left_nav.php
+++ b/interface/main/left_nav.php
@@ -1554,6 +1554,7 @@ if (!empty($reg)) {
           <?php genMiscLink('RTop','rep','0',xl('Front Rec'), 'reports/front_receipts_report.php'); ?>
           <?php genMiscLink('RTop','rep','0',xl('Pmt Method'), 'reports/receipts_by_method_report.php'); ?>
           <?php genMiscLink('RTop','rep','0',xl('Collections'), 'reports/collections_report.php'); ?>
+          <?php genMiscLink('RTop','rep','0',xl('Pat Ledger'),'reports/pat_ledger.php?form=0'); ?>
           <?php genMiscLink('RTop','rep','0',xl('Financial Summary by Service Code'),'reports/svc_code_financial_report.php'); ?>
         </ul>
       </li>
diff --git a/interface/patient_file/summary/demographics.php b/interface/patient_file/summary/demographics.php
index 357a3fbbd..18e96f0a3 100644
--- a/interface/patient_file/summary/demographics.php
+++ b/interface/patient_file/summary/demographics.php
@@ -586,6 +586,9 @@ if ($GLOBALS['patient_id_category_name']) {
 |
 <a href="stats_full.php?active=all" onclick='top.restoreSession()'>
 <?php echo htmlspecialchars(xl('Issues'),ENT_NOQUOTES); ?></a>
+|
+<a href="../../reports/pat_ledger.php?form=1&patient_id=<?php echo attr($pid);?>" onclick='top.restoreSession()'>
+<?php echo xlt('Ledger'); ?></a>
 
 <!-- DISPLAYING HOOKS STARTS HERE -->
 <?php
diff --git a/interface/reports/pat_ledger.php b/interface/reports/pat_ledger.php
new file mode 100644
index 000000000..e4006e193
--- /dev/null
+++ b/interface/reports/pat_ledger.php
@@ -0,0 +1,701 @@
+<?php
+/**
+ * This is a report to create a patient ledger of charges with payments
+ * applied.
+ *
+ * Copyright (C) 2015 Rich Genandt <rgenandt@gmail.com>
+ *
+ * LICENSE: This program is free software; you can redistribute it and/or
+ * modify it under the terms of the GNU General Public License
+ * as published by the Free Software Foundation; either version 2
+ * of the License, or (at your option) any later version.
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU General Public License for more details.
+ * You should have received a copy of the GNU General Public License
+ * along with this program. If not, see <http://opensource.org/licenses/gpl-license.php>;.
+ *
+ * @package OpenEMR
+ * @author  WMT
+ * @author  Terry Hill <terry@lillysystems.com>
+ * @link    http://www.open-emr.org
+ */
+
+$sanitize_all_escapes=true;
+$fake_register_globals=false;
+require_once('../globals.php');
+require_once($GLOBALS['srcdir'].'/patient.inc');
+require_once($GLOBALS['srcdir'].'/acl.inc');
+require_once($GLOBALS['srcdir'].'/formatting.inc.php');
+require_once($GLOBALS['srcdir'].'/options.inc.php');
+require_once($GLOBALS['srcdir'].'/formdata.inc.php');
+require_once($GLOBALS['srcdir'].'/appointments.inc.php');
+
+$enc_units = $total_units = 0;
+$enc_chg = $total_chg = 0;
+$enc_pmt = $total_pmt = 0;
+$enc_adj = $total_adj = 0;
+$enc_bal = $total_bal = 0;
+$bgcolor = "#FFFFDD";
+$orow = 0;
+
+$pat_pid = $_GET['patient_id'];
+$type_form = $_GET['form'];
+
+if (! acl_check('acct', 'rep')) die(xlt("Unauthorized access."));
+
+function GetAllUnapplied($pat='',$from_dt='',$to_dt='') {
+  $all = array();
+  if(!$pat) return($all);
+  $sql = "SELECT ar_session.*, ins.name, " .
+      "pat.lname, pat.fname, pat.mname, " .
+      "(SELECT SUM(ar_activity.pay_amount) FROM ar_activity WHERE " .
+      "ar_activity.session_id = ar_session.session_id) AS applied " .
+      "FROM ar_session " .
+      "LEFT JOIN insurance_companies AS ins on ar_session.payer_id = ins.id " .
+      "LEFT JOIN patient_data AS pat on ar_session.patient_id = pat.pid " .
+      "WHERE " .
+      "ar_session.created_time >= ? AND ar_session.created_time <= ? " .
+      "AND ar_session.patient_id=?";
+  $result = sqlStatement($sql, array($from_dt, $to_dt, $pat));
+  $iter = 0;
+  while($row = sqlFetchArray($result)) {
+    $all[$iter] = $row;
+    $iter++;
+  }
+    return($all);
+}
+
+function User_Id_Look($thisField) {
+  if(!$thisField) return '';
+  $ret = '';
+  $rlist= sqlStatement("SELECT lname, fname, mname FROM users WHERE id=?",array($thisField));
+  $rrow= sqlFetchArray($rlist);
+  if($rrow) {
+    $ret = $rrow{'lname'}.', '.$rrow{'fname'}.' '.$rrow{'mname'};
+  }
+  return $ret;
+}
+
+function List_Look($thisData, $thisList) {
+  if($thisList == 'occurrence') {
+    if(!$thisData || $thisData == '') return xl('Unknown or N/A'); 
+  }
+  if($thisData == '') return ''; 
+  $fres=sqlStatement("SELECT title FROM list_options WHERE list_id=? ".
+        "AND option_id=?", array($thisList, $thisData));
+  if($fres) {
+    $rret=sqlFetchArray($fres);
+    $dispValue= xl_list_label($rret{'title'});
+    if($thisList == 'occurrence' && $dispValue == '') {
+      $dispValue = xl('Unknown or N/A');
+    }
+  } else {
+    $dispValue= xl('Not Found');
+  }
+  return $dispValue;
+}
+
+function GetAllCredits($enc = '', $pat='') {
+    $all = array();
+    if(!$enc || !$pat) return($all);
+    $sql = "SELECT activity.*, session.*, ins.name FROM ar_activity AS ".
+    "activity LEFT JOIN ar_session AS session USING (session_id) ".
+    "LEFT JOIN insurance_companies AS ins ON session.payer_id = ".
+    "ins.id WHERE encounter=? AND pid=? ".
+    "ORDER BY sequence_no";
+    $result = sqlStatement($sql, array($enc, $pat));
+    $iter = 0;
+    while($row = sqlFetchArray($result)) {
+      $all[$iter] = $row;
+      $iter++;
+    }
+    return($all);
+}
+function PrintEncHeader($dt, $rsn, $dr) {
+    global $bgcolor, $orow;
+    $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+    echo "<tr bgcolor='#FFFFFF'>";
+    if(strlen($rsn) > 50) $rsn = substr($rsn,0,50).'...';
+    echo "<td colspan='4'><span class='bold'>".xlt('Encounter Dt / Rsn'). ": </span><span class='detail'>".text(substr($dt,0,10))." / ".text($rsn)."</span></td>";
+    echo "<td colspan='5'><span class='bold'>" . xlt('Provider'). ": </span><span class='detail'>".text(User_Id_Look($dr))."</span></td>";
+    echo "</tr>\n";	
+	$orow++;
+}
+function PrintEncFooter() {
+    global $enc_units, $enc_chg, $enc_pmt, $enc_adj, $enc_bal;
+    echo "<tr bgcolor='#DDFFFF'>";
+    echo "<td colspan='3'>&nbsp;</td>";
+    echo "<td class='detail'>". xlt('Encounter Balance').":</td>";
+    echo "<td class='detail' style='text-align: right;'>".text($enc_units)."</td>";
+    echo "<td class='detail' style='text-align: right;'>".text(oeFormatMoney($enc_chg))."</td>";
+    echo "<td class='detail' style='text-align: right;'>".text(oeFormatMoney($enc_pmt))."</td>";
+    echo "<td class='detail' style='text-align: right;'>".text(oeFormatMoney($enc_adj))."</td>";
+    echo "<td class='detail' style='text-align: right;'>".text(oeFormatMoney($enc_bal))."</td>";
+    echo "</tr>\n";
+}
+function PrintCreditDetail($detail, $pat, $unassigned=false) {
+    global $enc_pmt, $total_pmt, $enc_adj, $total_adj, $enc_bal, $total_bal;
+    global $bgcolor, $orow, $enc_units, $enc_chg;
+    foreach($detail as $pmt) {
+        if($unassigned) {
+           if(($pmt['pay_total'] - $pmt['applied']) == 0) continue;
+        }
+    $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+    $print = "<tr bgcolor='" . attr($bgcolor) . "'>";
+    $print .= "<td class='detail'>&nbsp;</td>";
+    $method = List_Look($pmt['payment_method'],'payment_method');
+    $desc = $pmt['description'];
+    $ref = $pmt['reference'];
+    if($unassigned) {
+      $memo = List_Look($pmt['adjustment_code'],'payment_adjustment_code');
+    } else {
+		  $memo = $pmt['memo'];
+    }
+		$description = $method;
+		if($ref) {
+			if($description) { $description .= ' - '; }
+			$description .= $ref;
+		}
+		if($desc) {
+			if($description) { $description .= ': '; }
+			$description .= $desc;
+		}
+		if($memo) {
+			if($description) { $description .= ' '; }
+			$description .= '['.$memo.']';
+		}
+		$print .= "<td class='detail' colspan='2'>".
+                                      text($description)."&nbsp;</td>";
+		$payer = ($pmt['name'] == '') ? xl('Patient') : $pmt['name'];
+    if($unassigned) {
+      $pmt_date = substr($pmt['post_to_date'],0,10);
+    } else {
+      $pmt_date = substr($pmt['post_time'],0,10);
+    }
+    $print .= "<td class='detail'>".
+    text($pmt_date)."&nbsp;/&nbsp;".text($payer)."</td>";
+    $type = List_Look($pmt['payment_type'],'payment_type');
+    $print .= "<td class='detail'>".text($type)."&nbsp;</td>";
+    if($unassigned) {
+          $pmt_amt = $pmt['pay_total'] - $pmt['applied'];
+          $uac_bal = oeFormatMoney($pmt_amt * -1);
+          $uac_appl = oeFormatMoney($pmt['applied']);
+          $uac_total = oeFormatMoney($pmt['pay_total']);
+          $pmt_amt = $pmt['pay_total'];
+          $total_pmt = $total_pmt - $uac_bal;
+    } else {
+          $uac_total = '';
+          $uac_bal = '';
+          $uac_appl = '';
+          $pmt_amt = $pmt['pay_amount'];
+          $adj_amt = $pmt['adj_amount'];
+          $enc_pmt = $enc_pmt + $pmt['pay_amount'];
+          $total_pmt = $total_pmt + $pmt['pay_amount'];
+          $enc_adj = $enc_adj + $pmt['adj_amount'];
+          $total_adj = $total_adj + $pmt['adj_amount'];
+    }
+		$print_pmt = '';
+        if($pmt_amt != 0) $print_pmt = oeFormatMoney($pmt_amt);
+        $print_adj = '';
+        if($adj_amt != 0) $print_adj = oeFormatMoney($adj_amt);
+	    $print .= "<td class='detail' style='text-align: right;'>".text($uac_appl)."&nbsp;</td>";
+        $print .= "<td class='detail' style='text-align: right;'>".text($print_pmt)."&nbsp;</td>";
+        $print .= "<td class='detail' style='text-align: right;'>".text($print_adj)."&nbsp;</td>";
+        $print .= "<td class='detail' style='text-align: right;'>".text($uac_bal)."&nbsp;</td>";
+        $print .= "</tr>\n";
+		echo $print;
+        if($pmt['follow_up_note'] != '') {
+  	      $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+          $print = "<tr bgcolor='". attr($bgcolor) ."'>";
+	      $print .= "<td class='detail' colspan='2'>&nbsp;</td>";
+          $print .= "<td colspan='7'>". xlt('Follow Up Note') .": ";
+          $print .= text($pmt['follow_up_note']);
+          $print .= "</td></tr>\n";
+          echo $print;
+		}
+		if($unassigned) {
+          $total_bal = $total_bal + $uac_bal;
+		} else {
+          $enc_bal = $enc_bal - $pmt_amt - $adj_amt;
+          $total_bal = $total_bal - $pmt_amt - $adj_amt;
+		}
+		$orow++;
+  }
+  $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+}
+if(!isset($_REQUEST['form_from_date'])) { $_REQUEST['form_from_date'] = ''; }
+if(!isset($_REQUEST['form_to_date'])) { $_REQUEST['form_to_date'] = ''; }
+if(!isset($_REQUEST['form_facility'])) { $_REQUEST['form_facility'] = ''; }
+if(!isset($_REQUEST['form_provider'])) { $_REQUEST['form_provider'] = ''; }
+if($type_form=='0') {
+    if(!isset($_REQUEST['form_patient'])) { $_REQUEST['form_patient'] = ''; }
+    if(!isset($_REQUEST['form_pid'])) { $_REQUEST['form_pid'] = ''; }
+}
+else
+{
+    if(!isset($_REQUEST['form_patient'])) { $_REQUEST['form_patient'] = $pat_pid; }
+    if(!isset($_REQUEST['form_pid'])) { $_REQUEST['form_pid'] = $pat_pid; }
+}
+if(!isset($_REQUEST['form_csvexport'])) { $_REQUEST['form_csvexport'] = ''; }
+if(!isset($_REQUEST['form_refresh'])) { $_REQUEST['form_refresh'] = ''; }
+if(!isset($_REQUEST['$form_dob'])) { $_REQUEST['$form_dob'] = ''; }
+
+if (substr($GLOBALS['ledger_begin_date'],0,1) == 'Y') {
+   $ledger_time = substr($GLOBALS['ledger_begin_date'],1,1);
+   $last_year = mktime(0,0,0,date('m'),date('d'),date('Y')-$ledger_time);
+}
+elseif (substr($GLOBALS['ledger_begin_date'],0,1) == 'M') {
+   $ledger_time = substr($GLOBALS['ledger_begin_date'],1,1); 
+   $last_year = mktime(0,0,0,date('m')-$ledger_time ,date('d'),date('Y'));
+}
+elseif (substr($GLOBALS['ledger_begin_date'],0,1) == 'D') {
+   $ledger_time = substr($GLOBALS['ledger_begin_date'],1,1); 
+   $last_year = mktime(0,0,0,date('m') ,date('d')-$ledger_time,date('Y'));
+}
+
+$form_from_date = date('Y-m-d', $last_year);
+if($_REQUEST['form_from_date']) {
+  $form_from_date = fixDate($_REQUEST['form_from_date'], $last_year);
+}
+$form_to_date   = fixDate($_REQUEST['form_to_date']  , date('Y-m-d'));
+$form_facility  = $_REQUEST['form_facility'];
+$form_provider  = $_REQUEST['form_provider'];
+$form_patient   = $_REQUEST['form_patient'];
+$form_pid       = $_REQUEST['form_pid'];
+$form_dob       = $_REQUEST['form_dob'];
+
+if ($_REQUEST['form_csvexport']) {
+  header("Pragma: public");
+  header("Expires: 0");
+  header("Cache-Control: must-revalidate, post-check=0, pre-check=0");
+  header("Content-Type: application/force-download");
+  header("Content-Disposition: attachment; filename=svc_financial_report_".attr($form_from_date)."--".attr($form_to_date).".csv");
+  header("Content-Description: File Transfer");
+} else {
+?>
+<html>
+<head>
+<link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot'] ?>/library/dialog.js"></script>
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot'] ?>/library/js/jquery.1.3.2.js"></script>
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot'] ?>/library/js/common.js"></script>
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot'] ?>/library/js/jquery-ui.js"></script>
+<script type="text/javascript">
+var mypcc = '<?php echo $GLOBALS['phone_country_code']; ?>';
+var pt_name;
+var pt_id;
+function checkSubmit() {
+	var pat = document.forms[0].elements['form_patient'].value;
+	if(!pat || pat == 0) {
+		alert('<?php echo xls('A Patient Must Be Selected to Generate This Report') ?>');
+		return false;
+	}
+	document.forms[0].elements['form_refresh'].value = true;
+	document.forms[0].elements['form_csvexport'].value = '';
+	document.forms[0].submit();
+}
+function setpatient(pid, lname, fname, dob) {
+  document.forms[0].elements['form_patient'].value = lname + ', ' + fname;
+  document.forms[0].elements['form_pid'].value = pid;
+  document.forms[0].elements['form_dob'].value = dob;
+}
+function sel_patient() {
+    dlgopen('../main/calendar/find_patient_popup.php?pflag=0', '_blank', 500, 400);
+}
+</script>
+
+<link rel="stylesheet" href="<?php echo $css_header;?>" type="text/css">
+<?php html_header_show();?>
+<style type="text/css">
+
+/* specifically include & exclude from printing */
+@media print {
+  #report_parameters {
+    visibility: hidden;
+    display: none;
+  }
+  #report_parameters_daterange {
+    visibility: visible;
+    display: inline;
+  }
+  #report_results {
+     margin-top: 30px;
+  }
+  #report_header {
+    visibility: visible;
+    display: inline;
+  }
+  #title {
+    visibility: hidden;
+    display: none;
+  }
+}
+/* specifically exclude some from the screen */
+@media screen {
+  #report_parameters_daterange {
+    visibility: hidden;
+    display: none;
+  }
+  #report_header {
+    visibility: hidden;
+    display: none;
+  }
+  #title {
+    visibility: visible;
+    display: inline;
+  }
+}
+</style>
+
+<title><?php echo xlt('Patient Ledger by Date') ?></title>
+
+<script language="JavaScript">
+ $(document).ready(function() {
+  var win = top.printLogSetup ? top : opener.top;
+  win.printLogSetup(document.getElementById('printbutton'));
+ });
+</script>
+
+</head>
+<body class="body_top">
+<?php if($type_form == '0') { ?>
+<span class='title' id='title'><?php echo xlt('Report'); ?> - <?php echo xlt('Patient Ledger by Date'); ?></span>
+<?php }else{ ?>
+<span class='title' id='title'><?php echo xlt('Patient Ledger'); ?></span>
+<?php } ?>
+<form method='post' action='pat_ledger.php?form=<?php echo attr($type_form);?>&patient_id=<?php echo attr($form_pid);?>' id='theform'>
+<div id="report_parameters">
+<input type='hidden' name='form_refresh' id='form_refresh' value=''/>
+<input type='hidden' name='form_csvexport' id='form_csvexport' value=''/>
+<table>
+ <tr>
+  <?php if($type_form == '1') { ?>
+    <td width='35%'>
+  <?php }else{ ?>
+  <td width='70%'>
+  <?php } ?>
+	<div style='float:left'>
+	<table class='text'>
+		<tr>
+        <?php if($type_form == '0') { ?>
+			<td class='label'>
+				<?php echo xlt('Facility'); ?>:
+			</td>
+			<td>
+			<?php dropdown_facility($form_facility, 'form_facility', true); ?>
+			</td>
+      <td><?php echo xlt('Provider'); ?>:</td>
+      <td><?php
+        $query = "SELECT id, lname, fname FROM users WHERE ".
+                "authorized=1 AND active!=0 ORDER BY lname, fname"; 
+        $ures = sqlStatement($query);
+        echo "   <select name='form_provider'>\n";
+        echo "    <option value=''>-- " . xlt('All') . " --\n";
+        while ($urow = sqlFetchArray($ures)) {
+          $provid = $urow['id'];
+          echo "    <option value='" . attr($provid) ."'";
+          if ($provid == $_REQUEST['form_provider']) echo " selected";
+          echo ">" . text($urow['lname']) . ", " . text($urow['fname']) . "\n";
+        }
+        echo "   </select>\n";
+      ?></td>
+		</tr><tr>
+<?php } ?>
+      <td colspan="2">
+        <?php echo xlt('From'); ?>:&nbsp;&nbsp;&nbsp;&nbsp;
+        <input type='text' name='form_from_date' id="form_from_date" size='10' value='<?php echo attr($form_from_date) ?>' onkeyup='datekeyup(this,mypcc)' onblur='dateblur(this,mypcc)' title='yyyy-mm-dd'>
+        <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22' id='img_from_date' border='0' alt='[?]' style='cursor:pointer' title='<?php echo xla("Click here to choose a date"); ?>'>
+      </td>
+      <td class='label'>
+        <?php echo xlt('To'); ?>:
+      </td>
+      <td>
+        <input type='text' name='form_to_date' id="form_to_date" size='10' value='<?php echo attr($form_to_date) ?>' onkeyup='datekeyup(this,mypcc)' onblur='dateblur(this,mypcc)' title='yyyy-mm-dd'>
+        <img src='../pic/show_calendar.gif' align='absbottom' width='24' height='22' id='img_to_date' border='0' alt='[?]' style='cursor:pointer' title='<?php echo xla("Click here to choose a date"); ?>'>
+      </td>
+      <?php if($type_form == '0') { ?>
+      <td><span class='label'><?php echo xlt('Patient'); ?>:&nbsp;&nbsp;</span></td>
+      <td>
+        <input type='text' size='20' name='form_patient' style='width:100%;cursor:pointer;cursor:hand' id='form_patient' value='<?php echo attr($form_patient) ? attr($form_patient) : xla('Click To Select'); ?>' onclick='sel_patient()' title='<?php echo xla('Click to select patient'); ?>' />
+        <?php }else{ ?>
+        <input type='hidden' name='form_patient' value='<?php echo attr($form_patient); ?>' />
+        <?php } ?>
+        <input type='hidden' name='form_pid' value='<?php echo attr($form_pid); ?>' />
+        <input type='hidden' name='form_dob' value='<?php echo attr($form_dob); ?>' />
+
+      </td>
+		</tr>
+	</table>
+	</div>
+  </td>
+  <td align='left' valign='middle' height="100%">
+	<table style='border-left:1px solid; width:100%; height:100%' >
+		<tr>
+			<td>
+				<div style='margin-left:15px'>
+					<a href='#' class='css_button' onclick="checkSubmit();" >
+					<span><?php echo xlt('Submit'); ?></span></a>
+
+			<?php if ($_REQUEST['form_refresh'] || $_REQUEST['form_csvexport']) { ?>
+					<div id="controls">
+                    <a href='#' class='css_button' id='printbutton'>
+                         <span><?php echo xlt('Print Ledger'); ?></span></a>
+                    <?php if($type_form == '1') { ?>
+                    <a href="../patient_file/summary/demographics.php" <?php if (!$GLOBALS['concurrent_layout']) echo "target='Main'"; ?> class="css_button" onclick="top.restoreSession()">
+                         <span><?php echo xlt('Back To Patient');?></span></a>
+                    <?php } ?>    
+					</div>
+					<?php } ?>
+				</div>
+			</td>
+		</tr>
+	</table>
+  </td>
+ </tr>
+</table>
+</div> <!-- end of parameters -->
+
+<?php
+} // end not export
+  $from_date = $form_from_date . ' 00:00:00';
+  $to_date = $form_to_date . ' 23:59:59';
+if ($_REQUEST['form_refresh'] || $_REQUEST['form_csvexport']) {
+  $rows = array();
+  $sqlBindArray = array();
+    $query = "select b.code_type, b.code, b.code_text, b.pid, b.provider_id, ".
+        "b.billed, b.payer_id, b.units, b.fee, b.bill_date, b.id, ".
+        "ins.name, ".
+        "fe.encounter, fe.date, fe.reason, fe.provider_id ".
+        "FROM form_encounter AS fe ".
+        "LEFT JOIN billing AS b ON b.pid=fe.pid AND b.encounter=fe.encounter ".
+        "LEFT JOIN insurance_companies AS ins ON b.payer_id = ins.id ".
+        "LEFT OUTER JOIN code_types AS c ON c.ct_key = b.code_type ".
+        "WHERE fe.date >= ? AND fe.date <= ? AND fe.pid = ? ";
+    array_push($sqlBindArray,$from_date,$to_date,$form_pid);
+    if ($form_facility) {
+      $query .= "AND fe.facility_id = ? ";
+      array_push($sqlBindArray,$form_facility);
+    }
+    if ($form_provider) {
+      $query .= "AND b.provider_id = ? ";
+      array_push($sqlBindArray,$form_provider);
+    }
+    $query .= "AND c.ct_proc = '1' ";
+    $query .= "AND activity > 0 ORDER BY fe.date, fe.id ";
+    $res = sqlStatement($query,$sqlBindArray);
+ 
+    if ($_REQUEST['form_csvexport']) {
+      // CSV headers:
+      if (true) {
+        echo '"Code/Enc Dt",';
+        echo '"Description",';
+        echo '"Billed/Who",';
+        echo '"Type/Units",';
+        echo '"Chg/Pmt Amount",'."\n";
+      }
+    } else {
+      if(!$form_facility) $form_facility = '3';
+      $facility = sqlQuery("SELECT * FROM facility WHERE id=?", array($form_facility));
+      $patient = sqlQuery("SELECT * from patient_data WHERE pid=?", array($form_patient));
+?>
+<div id="report_header">
+<table width="98%"  border="0" cellspacing="0" cellpadding="0">
+  <tr>
+    <td class="title" ><?php echo xlt('Patient Ledger'); ?></td>
+  </tr>
+  <tr>
+    <td class="title" ><?php echo text($facility{'name'}); ?></td>
+  </tr>
+  <tr>
+    <td class="title" ><?php echo text($facility{'addr'}); ?></td>
+  </tr>
+  <tr>
+    <td class="title" ><?php echo text($facility{'city'}).", ".text($facility{'state'})." ".text($facility{'postal_code'}); ?></td>
+  </tr>
+	<tr>
+		<?php 
+			$title = xl('All Providers');
+			if($form_provider) { $title = xl('For Provider') . ': '.User_Id_Look($form_provider); }
+		?>
+    <td class="title" ><?php echo text($title); ?></td>
+	</tr>
+	<tr>
+		<?php 
+			$title = xl('For Dates') . ': '.$form_from_date.' - '.$form_to_date;
+		?>
+    <td class="title" ><?php echo text($title); ?></td>
+	</tr>
+</table>
+<br/>
+<table width="100%" border="0" cellspacing="0" cellpadding="0">
+  <tr>
+    <td class='bold' ><?php echo xlt('Date')?>:
+		<?php echo text(date('Y-m-d')); ?></td>
+    <td class='bold' ><?php echo xlt('Patient')?>:
+		<?php echo text($form_patient); ?></td>
+    <td class='bold' ><?php echo xlt('DOB')?>:
+		<?php echo text($form_dob);?></td>
+    <td class='bold' > <?php echo xlt('ID')?>:
+		<?php echo text($form_pid);?></td>
+  </tr>
+</table>
+</div>
+<div id="report_results">
+<table >
+ <tr>
+    <td class='bold' ><?php echo xlt('Code'); ?></td>
+    <td colspan="2" class='bold' ><?php echo xlt('Description'); ?></td>
+    <td class='bold' ><?php echo xlt('Billed Date'); ?> / <?php echo xlt('Payor'); ?></td>
+    <td class='bold' ><?php echo xlt('Type'); ?>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
+    <?php echo xlt('Units'); ?></td>
+    <td class='bold' >&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<?php echo xlt('Charge'); ?></td>
+    <td align='right' class='bold' >&nbsp;&nbsp;<?php echo xlt('Payment'); ?></td>
+    <td align='right' class='bold' >&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<?php echo xlt('Adjustment'); ?></td>
+    <td align='right' class='bold' >&nbsp;&nbsp;&nbsp;<?php echo xlt('Balance'); ?></td>
+ </tr>
+ <tr>
+    <td>&nbsp;&nbsp;&nbsp;</td>
+    <td colspan="2" >&nbsp;&nbsp;&nbsp;</td>
+    <td>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td>
+    <td>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
+    &nbsp;&nbsp;&nbsp;</td>
+    <td class='bold' >&nbsp;&nbsp;&nbsp;<?php echo xlt('UAC Appl'); ?></td>
+    <td align='right' class='bold' >&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<?php echo xlt('UAC Tot'); ?></td>
+    <td>&nbsp;</td>
+    <td>&nbsp;</td>
+ </tr>
+ <?php
+    }
+    $orow = 0;
+    $prev_encounter_id = -1;
+    $hdr_printed = false;
+    $prev_row = array();
+    while ($erow = sqlFetchArray($res)) {
+      $print = '';
+      $csv = '';
+            if($erow['encounter'] != $prev_encounter_id) {
+                if($prev_encounter_id != -1) {
+                    $credits = GetAllCredits($prev_encounter_id, $form_pid);
+                    if(count($credits) > 0) {
+                        if(!$hdr_printed) {
+                            PrintEncHeader($prev_row{'date'}, 
+                            $prev_row{'reason'}, $prev_row{'provider_id'});
+                        }
+                        PrintCreditDetail($credits, $form_pid);
+                    }
+                    if($hdr_printed) PrintEncFooter();
+                    $hdr_printed = false;
+                }
+                $enc_units = $enc_chg = $enc_pmt = $enc_adj = $enc_bal = 0;
+            }
+            if($erow{'id'}) {
+                // Now print an encounter heading line -
+                if(!$hdr_printed) {
+                    PrintEncHeader($erow{'date'}, 
+                    $erow{'reason'}, $erow{'provider_id'});
+                    $hdr_printed = true;
+                }
+
+                $code_desc = $erow['code_text'];
+                if(strlen($code_desc) > 50) $code_desc = substr($code_desc,0,50).'...';
+                $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+                $print = "<tr bgcolor='". attr($bgcolor) ."'>";
+                $print .= "<td class='detail'>".text($erow['code'])."</td>";
+                $print .= "<td class='detail' colspan='2'>".text($code_desc)."</td>";
+      	        $who = ($erow['name'] == '') ? xl('Self') : $erow['name'];
+                $bill = substr($erow['bill_date'],0,10);
+      	        if($bill == '') { $bill = 'unbilled'; }
+                $print .= "<td class='detail'>".text($bill)."&nbsp;/&nbsp;".text($who)."</td>";
+                $print .= "<td class='detail' style='text-align: right;'>".	text($erow['units'])."</td>";
+                $print .= "<td class='detail' style='text-align: right;'>".	text(oeFormatMoney($erow['fee']))."</td>";
+                $print .= "<td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td>";
+                $print .= "</tr>\n";
+
+                $total_units  += $erow['units'];
+                $total_chg += $erow['fee'];
+                $total_bal += $erow['fee'];
+                $enc_units  += $erow['units'];
+                $enc_chg += $erow['fee'];
+                $enc_bal += $erow['fee'];
+                $orow++;
+
+                if ($_REQUEST['form_csvexport']) { 
+                    echo $csv;
+                } else { 
+                    echo $print;
+                }
+			}
+			$prev_encounter_id = $erow{'encounter'};
+			$prev_row = $erow;
+    }
+        if($prev_encounter_id != -1) {
+            $credits = GetAllCredits($prev_encounter_id, $form_pid);
+            if(count($credits) > 0) {
+                if(!$hdr_printed) {
+                  PrintEncHeader($prev_row{'date'}, 
+                  $prev_row{'reason'}, $prev_row{'provider_id'});
+                }
+                PrintCreditDetail($credits, $form_pid);
+            }
+            if($hdr_printed) PrintEncFooter();
+        }
+    // This is the end of the encounter/charge loop - 
+        $uac = GetAllUnapplied($form_pid,$from_date,$to_date);
+        if(count($uac) > 0) {
+            if($orow) {
+              $bgcolor = (($bgcolor == "#FFFFDD") ? "#FFDDDD" : "#FFFFDD");
+              echo "<tr bgcolor='#FFFFFF'><td colspan='9'>&nbsp;</td></tr>\n";
+            }
+            PrintCreditDetail($uac, $form_pid, true);
+    }
+    if (!$_REQUEST['form_csvexport'] && $orow) {
+      echo "<tr bgcolor='#DDFFFF'>\n";
+      echo " <td colspan='2'>&nbsp;</td>";
+      echo " <td class='bold' colspan='2'>" . xlt("Grand Total") ."</td>\n"; 
+      echo " <td class='bold' style='text-align: right;'>". text($total_units) ."&nbsp;&nbsp;</td>\n";
+      echo " <td class='bold' style='text-align: right;'>". text(oeFormatMoney($total_chg)) ."&nbsp;</td>\n";
+      echo " <td class='bold' style='text-align: right;'>". text(oeFormatMoney($total_pmt)) ."&nbsp;</td>\n";
+      echo " <td class='bold' style='text-align: right;'>". text(oeFormatMoney($total_adj)) ."&nbsp;</td>\n";
+      echo " <td class='bold' style='text-align: right;'>". text(oeFormatMoney($total_bal)) . "&nbsp;</td>\n";
+      echo " </tr>\n";
+    ?>
+    </table>
+    <?php
+    }
+      echo "</div>\n";
+}
+if (! $_REQUEST['form_csvexport']) {
+  if ( $_REQUEST['form_refresh'] && $orow <= 0) {
+    echo "<span style='font-size:10pt;'>";
+    echo xlt('No matches found. Try search again.');
+    echo "</span>";
+    echo '<script>document.getElementById("report_results").style.display="none";</script>';
+    echo '<script>document.getElementById("controls").style.display="none";</script>';
+  }
+		
+if (!$_REQUEST['form_refresh'] && !$_REQUEST['form_csvexport']) { ?>
+<div class='text'>
+    <?php echo xlt('Please input search criteria above, and click Submit to view results.' ); ?>
+</div>
+<?php } ?>
+</form>
+</body>
+
+<!-- stuff for the popup calendar -->
+
+<link rel='stylesheet' href='<?php echo $css_header ?>' type='text/css'>
+<style type="text/css">@import url(../../library/dynarch_calendar.css);</style>
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot']; ?>/library/dynarch_calendar.js"></script>
+<?php include_once("{$GLOBALS['srcdir']}/dynarch_calendar_en.inc.php"); ?>
+<script type="text/javascript" src="<?php echo $GLOBALS['webroot']; ?>/library/dynarch_calendar_setup.js"></script>
+<script language="Javascript">
+ Calendar.setup({inputField:"form_from_date", ifFormat:"%Y-%m-%d", button:"img_from_date"});
+ Calendar.setup({inputField:"form_to_date", ifFormat:"%Y-%m-%d", button:"img_to_date"});
+ top.restoreSession();
+</script>
+</html>
+<?php
+} // End not csv export
+?>
\ No newline at end of file
diff --git a/library/globals.inc.php b/library/globals.inc.php
index c6bf1429f..7b47df084 100644
--- a/library/globals.inc.php
+++ b/library/globals.inc.php
@@ -91,6 +91,7 @@ else {
 // List of user specific tabs and globals
 $USER_SPECIFIC_TABS = array('Appearance',
                             'Locale',
+                            'Features',
                             'Calendar',
                             'Connectors');
 $USER_SPECIFIC_GLOBALS = array('default_top_pane',
@@ -103,6 +104,7 @@ $USER_SPECIFIC_GLOBALS = array('default_top_pane',
                                'us_weight_format',
                                'date_display_format',
                                'time_display_format',
+                               'ledger_begin_date',
                                'calendar_view_type',
                                'event_color',
                                'pat_trkr_timer',
@@ -753,6 +755,20 @@ $GLOBALS_METADATA = array(
       xl('This specifies the Printing of the Custom End of Day Report grouped Provider or allow the Printing of Totals Only')
     ),
 
+    'ledger_begin_date' => array(
+      xl('Beginning Date for Ledger Report'),
+      array(
+        'Y1' => xl('One Year Ago'),
+        'Y2' => xl('Two Years Ago'),
+        'M6' => xl('Six Months Ago'),
+        'M3' => xl('Three Months Ago'),
+        'M1' => xl('One Month Ago'),
+        'D1' => xl('One Day Ago'),        
+      ),                       
+      'Y1',                     // default = One Year
+      xl('This is the Beginning date for the Ledger Report.')
+    ),
+	
   ),
     // E-Sign Tab
     //
diff --git a/version.php b/version.php
index beceaa676..c05f9ccb5 100644
--- a/version.php
+++ b/version.php
@@ -17,7 +17,7 @@ $v_realpatch = '0';
 // is a database change in the course of development.  It is used
 // internally to determine when a database upgrade is needed.
 //
-$v_database = 138;
+$v_database = 139;
 
 // Access control version identifier, this is to be incremented whenever there
 // is a access control change in the course of development.  It is used
-- 
2.11.4.GIT