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Ticket 49214: Expanding the wnprc billing module #554

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merged 16 commits into from
Apr 13, 2024

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@labkey-bpatel labkey-bpatel commented Apr 8, 2024

Rationale

Currently, the WNPRC Billing module processes only one type of procedure (blood draws) for one type of group (animal care) during a billing run. All the other procedures are handled by manual entries via Misc. Charges.

In this PR, we enhance the Billing module to allow blood draws for more than one group, and also have capability to automate billing for other procedures, such as surgeries, etc. in the future. Note that some effort will still be required in order to capture additional procedures, but that effort should be minimal.

Spec here.

Related Pull Requests

Changes

  • Refactor existing blood draws query and updates to handle procedure queries.
  • Add a link to add customized procedure queries to the Finance portal.
  • Billing notification updates.
  • Test fixes and updates

Usage

  • To add a new procedure to the Billing process:
  1. Create a simple procedure query similar to 'bloodDrawsAdditionalTubesAnimalServices.sql' or 'bloodDrawsOneTubeAnimalServices.sql' - your procedure query should have the same column names as these blood draw queries.
  2. From the Finance folder > click on 'Add Procedure Queries' link under Other > click on '+' to insert a new row: Add schema name for your procedure query, procedure query name (without the .sql), brief description describing your query, select Charge Id from the drop down that associates with this procedure > Submit.
    Billing process will use data from this table to get data from the procedure query and calculate the cost (with and without the tier rates) and get other necessary columns for the invoiced items.

@labkey-bpatel labkey-bpatel merged commit c5e349f into release23.11-SNAPSHOT Apr 13, 2024
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@labkey-bpatel labkey-bpatel deleted the 23.11_fb_billing_enhancements branch April 13, 2024 01:59
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Secure Issue 49291: Expanding the wnprc billing module
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