Billing Note change, take 5.

Changes to billing note to make it a permanent field in patient_data.

Includes up to following commit from teryhill/billing_note_changes :
37b842d

contrib/util/import_mi2xml.php

@@ -190,6 +190,7 @@ function create_patient( &$medics, &$errors ) {
  '', // genericval1
  '', // genericname2
  '', // genericval2
+ '', //billing_note
  '', // phone_cell
  form2db($medics->hippa_notice), // hipaa_mail
  form2db($medics->hippa_notice), // hipaa_voice

custom/export_xml.php

@@ -206,6 +206,7 @@ function addInsurance($row, $seq) {
  Add("genericval1" , $row['genericval1']);
  Add("genericname2" , $row['genericname2']);
  Add("genericval2" , $row['genericval2']);
+ Add("billing_note" , $row['billing_note']);
  Add("hipaa_mail" , $row['hipaa_mail']);
  Add("hipaa_voice" , $row['hipaa_voice']);
 

custom/import_xml.php

@@ -159,6 +159,7 @@ function setInsurance($pid, $ainsurance, $asubscriber, $seq) {
  $apatient['genericval1'],
  $apatient['genericname2'],
  $apatient['genericval2'],
+ $apatient['billing_note'],
  $apatient['phone_cell'],
  $apatient['hipaa_mail'],
  $apatient['hipaa_voice'],

interface/billing/billing_report.php

@@ -774,7 +774,7 @@ class='link_submit' ><?php echo '['.xlt('End Of Day Report').']' ?></a>
  }
  }
 
- $name = getPatientData($iter['enc_pid'], "fname, mname, lname, pubpid, DATE_FORMAT(DOB,'%Y-%m-%d') as DOB_YMD");
+ $name = getPatientData($iter['enc_pid'], "fname, mname, lname, pubpid, billing_note, DATE_FORMAT(DOB,'%Y-%m-%d') as DOB_YMD");
 
  # Check if patient has primary insurance and a subscriber exists for it.
  # If not we will highlight their name in red.
@@ -795,7 +795,7 @@ class='link_submit' ><?php echo '['.xlt('End Of Day Report').']' ?></a>
 
  $ptname = $name['fname'] . " " . $name['lname'];
  $raw_encounter_date = date("Y-m-d", strtotime($iter['enc_date']));
-
+ $billing_note = $name['billing_note'];  
  // Add Encounter Date to display with "To Encounter" button 2/17/09 JCH
  $lhtml .= "&nbsp;<span class=bold><font color='$namecolor'>". text($ptname) .
  "</font></span><span class=small>&nbsp;(" . text($iter['enc_pid']) . "-" .
@@ -847,7 +847,7 @@ class='link_submit' ><?php echo '['.xlt('End Of Day Report').']' ?></a>
  "], CalendarCategoryArray[" . $iter['enc_pid'] . "])\">[" . xlt('To Dems') . "]</a>";
  $divnos=$divnos+1;
  $lhtml .= "&nbsp;&nbsp;&nbsp;<a onclick='divtoggle(\"spanid_$divnos\",\"divid_$divnos\");' class='small' id='aid_$divnos' href=\"JavaScript:void(0);".
- "\">(<span id=spanid_$divnos class=\"indicator\">" . htmlspecialchars( xl('Expand'), ENT_QUOTES) . "</span>)</a>";
+ "\">(<span id=spanid_$divnos class=\"indicator\">" . htmlspecialchars( xl('Expand'), ENT_QUOTES) . '</span>)</a> <span style="margin-left: 20px; font-weight bold; color: red">'.text($billing_note).'</span>';
 
  if ($iter['id']) {
 
@@ -1065,7 +1065,7 @@ class='link_submit' ><?php echo '['.xlt('End Of Day Report').']' ?></a>
  if ($iter['id']) $rhtml .= text(oeFormatSDFT(strtotime($iter{"date"})));
  $rhtml .= "</span></td>\n";
  if ($iter['id'] && $iter['authorized'] != 1) {
- $rhtml .= "<td><span class=alert>".xlt("Note: This code was not entered by an authorized user. Only authorized codes may be uploaded to the Open Medical Billing Network for processing. If you wish to upload these codes, please select an authorized user here.")."</span></td>\n";
+ $rhtml .= "<td><span class=alert>".xlt("Note: This code has not been authorized.")."</span></td>\n";
  }
  else {
  $rhtml .= "<td></td>\n";
@@ -1111,7 +1111,7 @@ class='link_submit' ><?php echo '['.xlt('End Of Day Report').']' ?></a>
  $rhtml2 .= text(oeFormatSDFT(strtotime($date)));
  $rhtml2 .= "</span></td>\n";
  if ($iter['id'] && $iter['authorized'] != 1) {
- $rhtml2 .= "<td><span class=alert>".xlt("Note: This code was not entered by an authorized user. Only authorized codes may be uploaded to the Open Medical Billing Network for processing. If you wish to upload these codes, please select an authorized user here.")."</span></td>\n";
+ $rhtml2 .= "<td><span class=alert>".xlt("Note: This copay was entered against billing that has not been authorized. Please review status.")."</span></td>\n";
  }else{
  $rhtml2 .= "<td></td>\n";
  }

interface/billing/sl_eob_invoice.php

@@ -469,7 +469,7 @@ function updateFields(payField, adjField, balField, coPayField, isFirstProcCode)
  $codes = get_invoice_summary($trans_id, true);
  }
 
- $pdrow = sqlQuery("select genericname2, genericval2 " .
+ $pdrow = sqlQuery("select billing_note " .
  "from patient_data where pid = '$patient_id' limit 1");
 ?>
 <center>
@@ -685,13 +685,13 @@ function updateFields(payField, adjField, balField, coPayField, isFirstProcCode)
  }
 ?>
  </tr>
-<?php if ($pdrow['genericname2'] == 'Billing') { ?>
+<?php if (!empty($pdrow['billing_note'])) { ?>
  <tr>
  <td>
  <?php xl('Billing Note:','e')?>
  </td>
  <td colspan='3' style='color:red'>
- <?php echo $pdrow['genericval2'] ?>
+ <?php echo $pdrow['billing_note'] ?>
  </td>
  </tr>
 <?php } ?>

interface/billing/sl_eob_patient_note.php

@@ -40,12 +40,10 @@
 
  if ($_POST['form_save']) {
  $thevalue = trim($_POST['form_note']);
- $thename = $thevalue ? "Billing" : "";
 
  sqlStatement("UPDATE patient_data SET " .
- "genericname2 = ?, " .
- "genericval2 = ? " .
- "WHERE pid = ? ", array($thename, $thevalue, $patient_id));
+ "billing_note = ? " .
+ "WHERE pid = ? ", array($thevalue, $patient_id));
 
  echo "<script language='JavaScript'>\n";
  if ($info_msg) echo " alert('$info_msg');\n";
@@ -54,7 +52,7 @@
  exit();
  }
 
- $row = sqlQuery("select fname, lname, genericname2, genericval2 " .
+ $row = sqlQuery("select fname, lname, billing_note " .
  "from patient_data where pid = '$patient_id' limit 1");
 ?>
 <center>
@@ -66,7 +64,7 @@
 
 <p>
 <input type='text' name='form_note' size='60' maxlength='255'
- value='<?php echo addslashes($row['genericval2']) ?>' />
+ value='<?php echo addslashes($row['billing_note']) ?>' />
 </p>
 
 <p>&nbsp;</p>

interface/billing/sl_eob_search.php

@@ -695,7 +695,7 @@ function npopup(pid) {
  // in the ar_activity table marked with a PCP in the account_code column.
  $query = "SELECT f.id, f.pid, f.encounter, f.date, " .
  "f.last_level_billed, f.last_level_closed, f.last_stmt_date, f.stmt_count, " .
- "p.fname, p.mname, p.lname, p.pubpid, p.genericname2, p.genericval2, " .
+ "p.fname, p.mname, p.lname, p.pubpid, p.billing_note, " .
  "( SELECT SUM(b.fee) FROM billing AS b WHERE " .
  "b.pid = f.pid AND b.encounter = f.encounter AND " .
  "b.activity = 1 AND b.code_type != 'COPAY' ) AS charges, " .
@@ -911,7 +911,7 @@ function npopup(pid) {
 
  // Determine if customer is in collections.
  //
- $billnote = ($row['genericname2'] == 'Billing') ? $row['genericval2'] : '';
+ $billnote = $row['billing_note'];
  $in_collections = stristr($billnote, 'IN COLLECTIONS') !== false;
 ?>
  <tr bgcolor='<?php echo $bgcolor ?>'>
@@ -1018,12 +1018,12 @@ function npopup(pid) {
 
  // Get billing note to determine if customer is in collections.
  //
- $pdrow = sqlQuery("SELECT pd.genericname2, pd.genericval2 FROM " .
+ $pdrow = sqlQuery("SELECT pd.billing_note FROM " .
  "integration_mapping AS im, patient_data AS pd WHERE " .
  "im.foreign_id = " . $row['custid'] . " AND " .
  "im.foreign_table = 'customer' AND " .
  "pd.id = im.local_id");
- $row['billnote'] = ($pdrow['genericname2'] == 'Billing') ? $pdrow['genericval2'] : '';
+ $row['billnote'] = $pdrow['billing_note'] ;
  $in_collections = stristr($row['billnote'], 'IN COLLECTIONS') !== false;
 ?>
  <tr bgcolor='<?php echo $bgcolor ?>'>

interface/main/calendar/find_patient.php

@@ -285,13 +285,13 @@ function newEvt(startampm, starttimeh, starttimem, eventdate, providerid, patien
  // what, regardless it gets special coloring and an extra line of output
  // in the 'name' column -- JRM
  $trClass = "oneresult";
- if ($iter['genericname2'] == 'Billing') { $trClass .= " billing"; }
+ if (!empty($iter['billing_note'])) { $trClass .= " billing"; }
 
  $trTitle = xl("Make new appointment for") . " " . $iterfname . " " . $iterlname;
 
  echo " <tr class='".$trClass."' id='".htmlspecialchars( $iterpid."~".$iterproviderid, ENT_QUOTES)."' title='".htmlspecialchars( $trTitle, ENT_QUOTES)."'>";
  echo " <td class='srName'>".htmlspecialchars( $iterlname.", ".$iterfname." ".$itermname, ENT_NOQUOTES);
- if ($iter['genericname2'] == 'Billing') { echo "<br>".htmlspecialchars( $iter['genericval2'], ENT_NOQUOTES); }
+ if (!empty($iter['billing_note'])) { echo "<br>".htmlspecialchars( $iter['billing_note'], ENT_NOQUOTES); }
  echo "</td>\n";
  echo " <td class='srPhone'>" . htmlspecialchars( $iter['phone_home'], ENT_NOQUOTES) . "</td>\n"; //(CHEMED) Search by phone number
  echo " <td class='srSS'>" . htmlspecialchars( $iter['ss'], ENT_NOQUOTES) . "</td>\n";

interface/main/calendar/find_patient_popup.php

@@ -227,12 +227,12 @@ function selpid(pid, lname, fname, dob) {
  // what, regardless it gets special coloring and an extra line of output
  // in the 'name' column -- JRM
  $trClass = "oneresult";
- if ($iter['genericname2'] == 'Billing') { $trClass .= " billing"; }
+ if (!empty($iter['billing_note'])) { $trClass .= " billing"; }
 
  echo " <tr class='".$trClass."' id='" .
  htmlspecialchars( $iterpid."~".$iterlname."~".$iterfname."~".$iterdob, ENT_QUOTES) . "'>";
  echo " <td class='srName'>" . htmlspecialchars( $iterlname.", ".$iterfname." ".$itermname, ENT_NOQUOTES);
- if ($iter['genericname2'] == 'Billing') { echo "<br>" . htmlspecialchars( $iter['genericval2'], ENT_NOQUOTES); }
+ if (!empty($iter['billing_note'])) { echo "<br>" . htmlspecialchars( $iter['billing_note'], ENT_NOQUOTES); }
  echo "</td>\n";
  echo " <td class='srPhone'>" . htmlspecialchars( $iter['phone_home'], ENT_NOQUOTES) . "</td>\n"; //(CHEMED) Search by phone number
  echo " <td class='srSS'>" . htmlspecialchars( $iter['ss'], ENT_NOQUOTES) . "</td>\n";

interface/new/new_patient_save.php

@@ -101,6 +101,7 @@
  "", // genericval1
  "", // genericname2
  "", // genericval2
+ "", //billing_note
  "", // phone_cell
  "", // hipaa_mail
  "", // hipaa_voice

interface/patient_file/summary/demographics.php

@@ -706,12 +706,12 @@ function setMyPatient() {
  xlt('Total Balance Due').
  " : " . text(oeFormatMoney($totalbalance)) .
  "</font></span></td></td></tr>";
-  if ($result['genericname2'] == 'Billing') {
+ if (!empty($result['billing_note'])) {
  echo "<tr><td><span class='bold'><font color='red'>" .
  xlt('Billing Note') . ":" .
- text($result['genericval2']) .
+ text($result['billing_note']) .
  "</font></span></td></tr>";
-  } 
+ }  
  if ($result3['provider']) { // Use provider in case there is an ins record w/ unassigned insco
  echo "<tr><td><span class='bold'>" .
  xlt('Primary Insurance') . ': ' . text($insco_name) .

interface/patient_file/summary/pnotes.php

@@ -112,11 +112,9 @@
 $billing_note = "";
 $colorbeg = "";
 $colorend = "";
-$sql = "select genericname2, genericval2 " .
- "from patient_data where pid = ? limit 1";
-$resnote = sqlQuery($sql, array($patient_id) );
-if($resnote && $resnote['genericname2'] == 'Billing') {
- $billing_note = $resnote['genericval2'];
+$resnote = getPatientData($patient_id, "billing_note");
+if(!empty($resnote['billing_note'])) {
+ $billing_note = $resnote['billing_note'];
  $colorbeg = "<span style='color:red'>";
  $colorend = "</span>";
 }

interface/patient_file/summary/pnotes_full.php

@@ -287,9 +287,9 @@ function show_div(name){
 $billing_note = "";
 $colorbeg = "";
 $colorend = "";
-$resnote = getPatientData($patient_id, "genericname2, genericval2");
-if($resnote && $resnote['genericname2'] == 'Billing') {
- $billing_note = $resnote['genericval2'];
+$resnote = getPatientData($patient_id, "billing_note");
+if(!empty($resnote['billing_note'])) {
+ $billing_note = $resnote['billing_note'];
  $colorbeg = "<span style='color:red'>";
  $colorend = "</span>";
 }

interface/reports/collections_report.php

@@ -165,8 +165,7 @@ function endPatient($ptrow) {
 
  if (!$_POST['form_without']) {
  sqlStatement("UPDATE patient_data SET " .
- "genericname2 = 'Billing', " .
- "genericval2 = CONCAT('IN COLLECTIONS " . date("Y-m-d") . "', genericval2) " .
+ "billing_note = CONCAT('IN COLLECTIONS " . date("Y-m-d") . "', billing_note) " .
  "WHERE pid = ? ", array($ptrow['pid']));
  }
  $export_patient_count += 1;
@@ -618,7 +617,7 @@ function checkAll(checked) {
  $query = "SELECT f.id, f.date, f.pid, CONCAT(w.lname, ', ', w.fname) AS provider_id, f.encounter, f.last_level_billed, " .
  "f.last_level_closed, f.last_stmt_date, f.stmt_count, f.invoice_refno, " .
  "p.fname, p.mname, p.lname, p.street, p.city, p.state, " .
- "p.postal_code, p.phone_home, p.ss, p.genericname2, p.genericval2, " .
+ "p.postal_code, p.phone_home, p.ss, p.billing_note, " .
  "p.pubpid, p.DOB, CONCAT(u.lname, ', ', u.fname) AS referrer, " .
  "( SELECT SUM(b.fee) FROM billing AS b WHERE " .
  "b.pid = f.pid AND b.encounter = f.encounter AND " .
@@ -707,7 +706,7 @@ function checkAll(checked) {
  $row['ss'] = $erow['ss'];
  $row['DOB'] = $erow['DOB'];
  $row['pubpid'] = $erow['pubpid'];
- $row['billnote'] = ($erow['genericname2'] == 'Billing') ? $erow['genericval2'] : '';
+ $row['billnote'] = (!empty($erow['billing_note'])) ? $erow['billing_note'] : '';
  $row['referrer'] = $erow['referrer'];
  $row['provider'] = $erow['provider_id'];
  $row['irnumber'] = $erow['invoice_refno'];
@@ -995,7 +994,7 @@ function checkAll(checked) {
  $row['inactive_days'] = floor((time() - $latime) / (60 * 60 * 24));
 
  $pdrow = sqlQuery("SELECT pd.fname, pd.lname, pd.mname, pd.ss, " .
- "pd.genericname2, pd.genericval2, pd.pid, pd.pubpid, pd.DOB, " .
+ "pd.billing_note, pd.pid, pd.pubpid, pd.DOB, " .
  "CONCAT(u.lname, ', ', u.fname) AS referrer FROM " .
  "integration_mapping AS im, patient_data AS pd " .
  "LEFT OUTER JOIN users AS u ON u.id = pd.ref_providerID " .
@@ -1006,7 +1005,7 @@ function checkAll(checked) {
  $row['ss'] = $pdrow['ss'];
  $row['DOB'] = $pdrow['DOB'];
  $row['pubpid'] = $pdrow['pubpid'];
- $row['billnote'] = ($pdrow['genericname2'] == 'Billing') ? $pdrow['genericval2'] : '';
+ $row['billnote'] = $pdrow['billing_note'];
  $row['referrer'] = $pdrow['referrer'];
 
  $ptname = $pdrow['lname'] . ", " . $pdrow['fname'];

library/patient.inc

@@ -784,6 +784,7 @@ function newPatientData( $db_id="",
  $genericval1 = "",
  $genericname2 = "",
  $genericval2 = "",
+ $billing_note="",
  $phone_cell = "",
  $hipaa_mail = "",
  $hipaa_voice = "",
@@ -856,6 +857,7 @@ function newPatientData( $db_id="",
  genericval1 = '$genericval1',
  genericname2 = '$genericname2',
  genericval2 = '$genericval2',
+ billing_note= '$billing_note';
  phone_cell = '$phone_cell',
  pharmacy_id = '$pharmacy_id',
  hipaa_mail = '$hipaa_mail',

sql/4_3_0-to-4_3_1_upgrade.sql

@@ -118,3 +118,12 @@ INSERT INTO `rule_reminder` ( `id`, `method`, `method_detail`, `value` ) VALUES
 INSERT INTO `rule_target` ( `id`, `group_id`, `include_flag`, `required_flag`, `method`, `value`, `interval` ) VALUES ('rule_inr_measure', 1, 1, 1, 'target_proc', 'INR::CPT4:85610::::::ge::1', 0);
 #EndIf
 
+#IfMissingColumn patient_data billing_note
+SET @group_name = (SELECT group_name FROM layout_options WHERE field_id='lname' AND form_id='DEM');
+SET @backup_group_name = (SELECT group_name FROM layout_options WHERE field_id='DOB' AND form_id='DEM');
+SET @seq = (SELECT MAX(seq) FROM layout_options WHERE group_name = IFNULL(@group_name,@backup_group_name) AND form_id='DEM');
+INSERT INTO `layout_options` (`form_id`, `field_id`, `group_name`, `title`, `seq`, `data_type`, `uor`, `fld_length`, `max_length`, `list_id`, `titlecols`, `datacols`, `default_value`, `edit_options`, `description`) VALUES ('DEM', 'billing_note', IFNULL(@group_name,@backup_group_name), 'Billing Note', @seq+1, 2, 1, 60, 0, '', 1, 3, '', '', 'Patient Level Billing Note (Collections)' ) ;
+ALTER TABLE patient_data ADD COLUMN billing_note text NOT NULL default '';
+UPDATE `patient_data` SET `billing_note` = `genericval2` WHERE `genericname2` = 'Billing';
+UPDATE `patient_data` SET `genericval2` = '', `genericname2` = '' WHERE `genericname2` = 'Billing';
+#EndIf

sql/database.sql

@@ -2715,6 +2715,7 @@ INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`d
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'genericval2', '1Who', '', 14, 2, 1, 15, 63, '', 0, 0, '', '', 'User Defined Field', 0);
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'squad', '1Who', 'Squad', 15, 13, 0, 0, 0, '', 1, 3, '', '', 'Squad Membership', 0);
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'pricelevel', '1Who', 'Price Level', 16, 1, 0, 0, 0, 'pricelevel', 1, 1, '', '', 'Discount Level', 0);
+INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'billing_note', '1Who', 'Billing Note', 17, 2, 1, 60, 0, '', 1, 3, '', '', 'Patient Level Billing Note (Collections)', 0);
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'street', '2Contact', 'Address', 1, 2, 1, 25, 63, '', 1, 1, '', 'C', 'Street and Number', 0);
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'city', '2Contact', 'City', 2, 2, 1, 15, 63, '', 1, 1, '', 'C', 'City Name', 0);
 INSERT INTO `layout_options` (`form_id`,`field_id`,`group_name`,`title`,`seq`,`data_type`,`uor`,`fld_length`,`max_length`,`list_id`,`titlecols`,`datacols`,`default_value`,`edit_options`,`description`,`fld_rows`) VALUES ('DEM', 'state', '2Contact', 'State', 3, 26, 1, 0, 0, 'state', 1, 1, '', '', 'State/Locality', 0);
@@ -4929,6 +4930,7 @@ CREATE TABLE `patient_data` (
  `migrantseasonal` varchar(255) NOT NULL default '',
  `family_size` varchar(255) NOT NULL default '',
  `monthly_income` varchar(255) NOT NULL default '',
+ `billing_note` text NOT NULL default '',
  `homeless` varchar(255) NOT NULL default '',
  `financial_review` datetime default NULL,
  `pubpid` varchar(255) NOT NULL default '',

version.php

@@ -17,7 +17,7 @@
 // is a database change in the course of development. It is used
 // internally to determine when a database upgrade is needed.
 //
-$v_database = 158;
+$v_database = 159;
 
 // Access control version identifier, this is to be incremented whenever there
 // is a access control change in the course of development. It is used