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422 lines
24 KiB
422 lines
24 KiB
2 years ago
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<?php
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/**
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* Daily Summary Report. (/interface/reports/daily_summary_report.php)
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*
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* This report shows date wise numbers of the Appointments Scheduled,
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* New Patients, Visited patients, Total Charges, Total Co-pay and Balance amount for the selected facility & providers wise.
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*
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* @package OpenEMR
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* @link http://www.open-emr.org
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* @author Rishabh Software
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* @author Brady Miller <brady.g.miller@gmail.com>
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* @copyright Copyright (c) 2016 Rishabh Software
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* @copyright Copyright (c) 2017-2018 Brady Miller <brady.g.miller@gmail.com>
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* @license https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
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*/
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require_once("../globals.php");
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require_once "$srcdir/options.inc.php";
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require_once "$srcdir/appointments.inc.php";
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use OpenEMR\Common\Acl\AclMain;
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use OpenEMR\Common\Csrf\CsrfUtils;
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use OpenEMR\Common\Twig\TwigContainer;
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use OpenEMR\Core\Header;
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use OpenEMR\Services\FacilityService;
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if (!AclMain::aclCheckCore('acct', 'rep_a')) {
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echo (new TwigContainer(null, $GLOBALS['kernel']))->getTwig()->render('core/unauthorized.html.twig', ['pageTitle' => xl("Daily Summary Report")]);
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exit;
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}
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if (!empty($_POST)) {
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if (!CsrfUtils::verifyCsrfToken($_POST["csrf_token_form"])) {
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CsrfUtils::csrfNotVerified();
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}
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}
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$facilityService = new FacilityService();
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$from_date = isset($_POST['form_from_date']) ? DateToYYYYMMDD($_POST['form_from_date']) : date('Y-m-d'); // From date filter
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$to_date = isset($_POST['form_to_date']) ? DateToYYYYMMDD($_POST['form_to_date']) : date('Y-m-d'); // To date filter
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$selectedFacility = isset($_POST['form_facility']) ? $_POST['form_facility'] : ""; // facility filter
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$selectedProvider = isset($_POST['form_provider']) ? $_POST['form_provider'] : ""; // provider filter
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?>
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<html>
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<head>
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<title><?php echo xlt('Daily Summary Report'); ?></title>
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<?php Header::setupHeader(['datetime-picker', 'report-helper']); ?>
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<script>
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function submitForm() {
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var fromDate = $("#form_from_date").val();
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var toDate = $("#form_to_date").val();
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if (fromDate === '') {
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alert(<?php echo xlj('Please select From date'); ?>);
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return false;
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}
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if (toDate === '') {
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alert(<?php echo xlj('Please select To date'); ?>);
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return false;
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}
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if (Date.parse(fromDate) > Date.parse(toDate)) {
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alert(<?php echo xlj('From date should be less than To date'); ?>);
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return false;
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}
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else {
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$("#form_refresh").attr("value", "true");
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$("#report_form").submit();
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}
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}
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$(function () {
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$('.datepicker').datetimepicker({
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<?php $datetimepicker_timepicker = false; ?>
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<?php $datetimepicker_showseconds = false; ?>
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<?php $datetimepicker_formatInput = true; ?>
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<?php require($GLOBALS['srcdir'] . '/js/xl/jquery-datetimepicker-2-5-4.js.php'); ?>
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<?php // can add any additional javascript settings to datetimepicker here; need to prepend first setting with a comma ?>
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});
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});
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</script>
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</head>
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<body class="body_top">
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<span class='title'><?php echo xlt('Daily Summary Report'); ?></span>
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<!-- start of search parameters -->
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<form method='post' name='report_form' id='report_form' action='' onsubmit='return top.restoreSession()'>
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<input type="hidden" name="csrf_token_form" value="<?php echo attr(CsrfUtils::collectCsrfToken()); ?>" />
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<div id="report_parameters">
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<table class="tableonly">
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<tr>
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<td width='745px'>
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<div style='float: left'>
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<table class='text'>
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<tr>
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<td class='col-form-label'><?php echo xlt('Facility'); ?>:</td>
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<td><?php dropdown_facility($selectedFacility, 'form_facility', false); ?></td>
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<td class='col-form-label'><?php echo xlt('From'); ?>:</td>
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<td>
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<input type='text' name='form_from_date' id="form_from_date"
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class='datepicker form-control'
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size='10' value='<?php echo attr(oeFormatShortDate($from_date)); ?>'>
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</td>
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<td class='col-form-label'><?php echo xlt('To{{Range}}'); ?>:</td>
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<td>
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<input type='text' name='form_to_date' id="form_to_date"
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class='datepicker form-control'
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size='10' value='<?php echo attr(oeFormatShortDate($to_date)); ?>'>
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</td>
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<td class='col-form-label'><?php echo xlt('Provider'); ?>:</td>
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<td>
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<?php
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generate_form_field(array('data_type' => 10, 'field_id' => 'provider',
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'empty_title' => '-- All Providers --'), $selectedProvider);
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?>
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</td>
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</table>
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</div>
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</td>
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<td class='h-100' align='left' valign='middle'>
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<table class='w-100 h-100' style='border-left: 1px solid;'>
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<tr>
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<td>
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<div class="text-center">
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<div class="btn-group" role="group">
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<a href='#' class='btn btn-secondary btn-save' onclick='return submitForm();'>
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<?php echo xlt('Submit'); ?>
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</a>
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<a href='' class="btn btn-secondary btn-refresh" id='new0' onClick=" top.restoreSession(); window.location = window.location.href;">
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<?php echo xlt('Reset'); ?>
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</a>
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</div>
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</div>
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</td>
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</tr>
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</table>
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</td>
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</tr>
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</table>
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<input type='hidden' name='form_refresh' id='form_refresh' value='' />
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</div>
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</form>
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<!-- end of search parameters -->
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<?php
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$dateSet = $facilitySet = 0;
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if (!empty($from_date) && !empty($to_date)) {
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$dateSet = 1;
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}
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if (isset($selectedFacility) && !empty($selectedFacility)) {
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$facilitySet = 1;
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}
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// define all the variables as initial blank array
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$facilities = $totalAppointment = $totalNewPatient = $totalVisit = $totalPayment = $dailySummaryReport = $totalPaid = array();
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// define all the where condition variable as initial value set 1=1
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$whereTotalVisitConditions = $whereTotalPaymentConditions = $wherePaidConditions = $whereNewPatientConditions = '1 = 1 ';
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// fetch all facility from the table
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$facilityRecords = $facilityService->getAllFacility();
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foreach ($facilityRecords as $facilityList) {
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if (1 === $facilitySet && $facilityList['id'] == $selectedFacility) {
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$facilities[$facilityList['id']] = $facilityList['name'];
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}
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if (empty($selectedFacility)) {
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$facilities[$facilityList['id']] = $facilityList['name'];
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}
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}
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// define provider and facility as null
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$providerID = $facilityID = null;
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// define all the bindarray variables as initial blank array
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$sqlBindArrayAppointment = $sqlBindArrayTotalVisit = $sqlBindArrayTotalPayment = $sqlBindArrayPaid = $sqlBindArrayNewPatient = array();
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// make all condition on by default today's date
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if ($dateSet != 1 && $facilitySet != 1) {
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$whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) = ? ';
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array_push($sqlBindArrayNewPatient, date("Y-m-d"));
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$whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) = ? ';
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array_push($sqlBindArrayTotalVisit, date("Y-m-d"));
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$whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) = ? ';
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array_push($sqlBindArrayTotalPayment, date("Y-m-d"));
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$wherePaidConditions .= ' AND DATE(`p`.`dtime`) = ? ';
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array_push($sqlBindArrayPaid, date("Y-m-d"));
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}
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// if search based on facility then append condition for facility search
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if (1 === $facilitySet) {
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$facilityID = $selectedFacility;
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$whereNewPatientConditions .= ' AND `f`.`id` = ?';
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array_push($sqlBindArrayNewPatient, $selectedFacility);
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$whereTotalVisitConditions .= ' AND `f`.`id` = ?';
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array_push($sqlBindArrayTotalVisit, $selectedFacility);
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$whereTotalPaymentConditions .= ' AND `f`.`id` = ?';
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array_push($sqlBindArrayTotalPayment, $selectedFacility);
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$wherePaidConditions .= ' AND `f`.`id` = ?';
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array_push($sqlBindArrayPaid, $selectedFacility);
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}
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// if date range wise search then append condition for date search
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if (1 === $dateSet) {
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$whereNewPatientConditions .= ' AND DATE(`OPE`.`pc_eventDate`) BETWEEN ? AND ?';
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array_push($sqlBindArrayNewPatient, $from_date, $to_date);
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$whereTotalVisitConditions .= ' AND DATE(`fc`.`date`) BETWEEN ? AND ?';
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array_push($sqlBindArrayTotalVisit, $from_date, $to_date);
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$whereTotalPaymentConditions .= ' AND DATE(`b`.`date`) BETWEEN ? AND ?';
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array_push($sqlBindArrayTotalPayment, $from_date, $to_date);
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$wherePaidConditions .= ' AND DATE(`p`.`dtime`) BETWEEN ? AND ?';
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array_push($sqlBindArrayPaid, $from_date, $to_date);
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}
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// if provider selected then append condition for provider
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if (isset($selectedProvider) && !empty($selectedProvider)) {
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$providerID = $selectedProvider;
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$whereNewPatientConditions .= ' AND `OPE`.`pc_aid` = ?';
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array_push($sqlBindArrayNewPatient, $selectedProvider);
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$whereTotalVisitConditions .= ' AND `fc`.`provider_id` = ?';
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array_push($sqlBindArrayTotalVisit, $selectedProvider);
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$whereTotalPaymentConditions .= ' AND `fe`.`provider_id` = ?';
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array_push($sqlBindArrayTotalPayment, $selectedProvider);
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$wherePaidConditions .= ' AND `fe`.`provider_id` = ?';
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array_push($sqlBindArrayPaid, $selectedProvider);
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}
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// pass last parameter as Boolean, which is getting the facility name in the resulted array
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$totalAppointmentSql = fetchAppointments($from_date, $to_date, null, $providerID, $facilityID);
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if (count($totalAppointmentSql) > 0) { // check if $totalAppointmentSql array has value
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foreach ($totalAppointmentSql as $appointment) {
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$eventDate = $appointment['pc_eventDate'];
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$facility = $appointment['name'];
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$providerName = $appointment['ufname'] . ' ' . $appointment['ulname'];
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// initialize each level of the data structure if it doesn't already exist
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if (!isset($totalAppointment[$eventDate])) {
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$totalAppointment[$eventDate] = [];
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}
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if (!isset($totalAppointment[$eventDate][$facility])) {
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$totalAppointment[$eventDate][$facility] = [];
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}
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if (!isset($totalAppointment[$eventDate][$facility][$providerName])) {
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$totalAppointment[$eventDate][$facility][$providerName] = [];
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}
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// initialize the number of appointment to 0
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if (!isset($totalAppointment[$eventDate][$facility][$providerName]['appointments'])) {
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$totalAppointment[$eventDate][$facility][$providerName]['appointments'] = 0;
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}
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// increment the number of appointments
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$totalAppointment[$eventDate][$facility][$providerName]['appointments']++;
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}
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}
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//Count Total New Patient
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$newPatientSql = sqlStatement("SELECT `OPE`.`pc_eventDate` , `f`.`name` AS facility_Name , count( * ) AS totalNewPatient, `PD`.`providerID`, CONCAT( `u`.`fname`, ' ', `u`.`lname` ) AS provider_name
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FROM `patient_data` AS PD
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LEFT JOIN `openemr_postcalendar_events` AS OPE ON ( `OPE`.`pc_pid` = `PD`.`pid` )
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LEFT JOIN `facility` AS f ON ( `OPE`.`pc_facility` = `f`.`id` )
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LEFT JOIN `users` AS u ON ( `OPE`.`pc_aid` = `u`.`id` )
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WHERE `OPE`.`pc_title` = 'New Patient'
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AND $whereNewPatientConditions
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GROUP BY `f`.`id` , `OPE`.`pc_eventDate`,provider_name
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ORDER BY `OPE`.`pc_eventDate` ASC", $sqlBindArrayNewPatient);
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while ($totalNewPatientRecord = sqlFetchArray($newPatientSql)) {
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$totalNewPatient[$totalNewPatientRecord['pc_eventDate']][$totalNewPatientRecord['facility_Name']][$totalNewPatientRecord['provider_name']]['newPatient'] = $totalNewPatientRecord['totalNewPatient'];
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}
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//Count Total Visit
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$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
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FROM `form_encounter` AS fc
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LEFT JOIN `facility` AS f ON ( `fc`.`facility_id` = `f`.`id` )
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LEFT JOIN `users` AS u ON ( `fc`.`provider_id` = `u`.`id` )
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WHERE $whereTotalVisitConditions
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GROUP BY `fc`.`facility_id`, DATE( `fc`.`date` ),provider_name ORDER BY DATE( `fc`.`date` ) ASC", $sqlBindArrayTotalVisit);
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while ($totalVisitRecord = sqlFetchArray($totalVisitSql)) {
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$totalVisit[$totalVisitRecord['Date']][$totalVisitRecord['facility_Name']][$totalVisitRecord['provider_name']]['visits'] = $totalVisitRecord['totalVisit'];
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}
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//Count Total Payments for only active records i.e. activity = 1
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$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
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FROM `facility` AS f
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LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
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LEFT JOIN `billing` AS b ON ( `fe`.`encounter` = `b`.`encounter` )
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LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
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WHERE `b`.`activity` =1 AND
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$whereTotalPaymentConditions
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GROUP BY `b`.`encounter`,Date,provider_name ORDER BY Date ASC", $sqlBindArrayTotalPayment);
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while ($totalPaymentRecord = sqlFetchArray($totalPaymetsSql)) {
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$totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] = $totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] ?? null;
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$totalPayment[$totalPaymentRecord['Date']][$totalPaymentRecord['facilityName']][$totalPaymentRecord['provider_name']]['payments'] += $totalPaymentRecord['totalpayment'];
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}
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// total paid amount
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$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
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FROM `facility` AS f
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LEFT JOIN `form_encounter` AS fe ON ( `fe`.`facility_id` = `f`.`id` )
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LEFT JOIN `payments` AS p ON ( `fe`.`encounter` = `p`.`encounter` )
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LEFT JOIN `users` AS u ON ( `fe`.`provider_id` = `u`.`id` )
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WHERE $wherePaidConditions
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GROUP BY `p`.`encounter`, Date,provider_name ORDER BY Date ASC", $sqlBindArrayPaid);
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while ($totalPaidRecord = sqlFetchArray($totalPaidAmountSql)) {
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$totalPaid[$totalPaidRecord['Date']][$totalPaidRecord['facilityName']][$totalPaidRecord['provider_name']]['paidAmount'] += $totalPaidRecord['totalPaidAmount'];
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}
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// merge all array recursive in to one array
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$dailySummaryReport = array_merge_recursive($totalAppointment, $totalNewPatient, $totalVisit, $totalPayment, $totalPaid);
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?>
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<div id="report_results" style="font-size: 12px">
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<?php echo '<strong>' . xlt('From') . '</strong> ' . text(oeFormatShortDate($from_date)) . ' <strong>' . xlt('To{{Range}}') . '</strong> ' . text(oeFormatShortDate($to_date)); ?>
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<table class="table flowboard" cellpadding='5' cellspacing='2' id="ds_report">
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<tr class="head thead-light">
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<td><?php echo xlt('Date'); ?></td>
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<td><?php echo xlt('Facility'); ?></td>
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<td><?php echo xlt('Provider'); ?></td>
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<td><?php echo xlt('Appointments'); ?></td>
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<td><?php echo xlt('New Patients'); ?></td>
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<td><?php echo xlt('Visited Patients'); ?></td>
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<td><?php echo xlt('Total Charges'); ?></td>
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<td><?php echo xlt('Total Co-Pay'); ?></td>
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<td><?php echo xlt('Balance Payment'); ?></td>
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</tr>
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<?php
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if (count($dailySummaryReport) > 0) { // check if daily summary array has value
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foreach ($dailySummaryReport as $date => $dataValue) { // daily summary array which consists different/dynamic values
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foreach ($facilities as $facility) { // facility array
|
||
|
if (isset($dataValue[$facility])) {
|
||
|
foreach ($dataValue[$facility] as $provider => $information) { // array which consists different/dynamic values
|
||
|
?>
|
||
|
<tr>
|
||
|
<td><?php echo text(oeFormatShortDate($date)); ?></td>
|
||
|
<td><?php echo text($facility); ?></td>
|
||
|
<td><?php echo text($provider); ?></td>
|
||
|
<td><?php echo isset($information['appointments']) ? text($information['appointments']) : 0; ?></td>
|
||
|
<td><?php echo isset($information['newPatient']) ? text($information['newPatient']) : 0; ?></td>
|
||
|
<td><?php echo isset($information['visits']) ? text($information['visits']) : 0; ?></td>
|
||
|
<td align="right"><?php echo isset($information['payments']) ? text(number_format($information['payments'], 2)) : number_format(0, 2); ?></td>
|
||
|
<td align="right"><?php echo isset($information['paidAmount']) ? text(number_format($information['paidAmount'], 2)) : number_format(0, 2); ?></td>
|
||
|
<td align="right">
|
||
|
<?php
|
||
|
if (isset($information['payments']) || isset($information['paidAmount'])) {
|
||
|
$dueAmount = number_format(floatval(str_replace(",", "", $information['payments'])) - floatval(str_replace(",", "", ($information['paidAmount'] ?? null))), 2);
|
||
|
} else {
|
||
|
$dueAmount = number_format(0, 2);
|
||
|
}
|
||
|
|
||
|
echo text($dueAmount);
|
||
|
?>
|
||
|
</td>
|
||
|
</tr>
|
||
|
<?php
|
||
|
if (count($dailySummaryReport) > 0) { // calculate the total count of the appointments, new patient,visits, payments, paid amount and due amount
|
||
|
$totalAppointments = $totalAppointments ?? null;
|
||
|
$totalAppointments += ($information['appointments'] ?? null);
|
||
|
|
||
|
$totalNewRegisterPatient = $totalNewRegisterPatient ?? null;
|
||
|
$totalNewRegisterPatient += ($information['newPatient'] ?? null);
|
||
|
|
||
|
$totalVisits = $totalVisits ?? null;
|
||
|
$totalVisits += ($information['visits'] ?? null);
|
||
|
|
||
|
$totalPayments = $totalPayments ?? null;
|
||
|
$totalPayments += floatval(str_replace(",", "", ($information['payments'] ?? '')));
|
||
|
|
||
|
$totalPaidAmount = $totalPaidAmount ?? null;
|
||
|
$totalPaidAmount += floatval(str_replace(",", "", ($information['paidAmount'] ?? '')));
|
||
|
|
||
|
$totalDueAmount = $totalDueAmount ?? null;
|
||
|
$totalDueAmount += $dueAmount;
|
||
|
}
|
||
|
}
|
||
|
}
|
||
|
}
|
||
|
}
|
||
|
?>
|
||
|
<!--display total count-->
|
||
|
<tr class="totalrow">
|
||
|
<td><?php echo xlt("Total"); ?></td>
|
||
|
<td>-</td>
|
||
|
<td>-</td>
|
||
|
<td><?php echo text($totalAppointments); ?></td>
|
||
|
<td><?php echo text($totalNewRegisterPatient); ?></td>
|
||
|
<td><?php echo text($totalVisits); ?></td>
|
||
|
<td align="right"><?php echo text(number_format($totalPayments, 2)); ?></td>
|
||
|
<td align="right"><?php echo text(number_format($totalPaidAmount, 2)); ?></td>
|
||
|
<td align="right"><?php echo text(number_format($totalDueAmount, 2)); ?></td>
|
||
|
</tr>
|
||
|
<?php
|
||
|
} else { // if there are no records then display message
|
||
|
?>
|
||
|
<tr>
|
||
|
<td colspan="9" style="text-align:center;font-weight:bold;"> <?php echo xlt("There are no record(s) found."); ?></td>
|
||
|
</tr><?php
|
||
|
} ?>
|
||
|
|
||
|
</table>
|
||
|
</div>
|
||
|
</body>
|
||
|
</html>
|