added processing bill matrix 2

app/Http/Controllers/PracticeManagementController.php

@@ -1023,6 +1023,84 @@ OFFSET {$offset} LIMIT {$perPage}
         return view('app.practice-management.processing-bill-matrix', $viewData);
     }
 
+    public function processingBillMatrix2(Request $request, $proUid = null)
+    {
+        $proUid = $proUid ? $proUid : $request->get('pro-uid');
+        $performerPro = $this->performer->pro;
+        $targetPro = null;
+        if ($performerPro->pro_type == 'ADMIN') {
+            $targetPro = Pro::where('uid', $proUid)->first();
+        } else {
+            $targetPro = $performerPro;
+        }
+
+        $bills = Bill::where('is_cancelled', false);
+
+        if(!$request->input('t') || $request->input('t') === 'hcp') {
+            $bills = $bills
+                ->where('hcp_expected_payment_amount', '>', 0)
+                ->where('is_signed_by_hcp', true);
+            if ($targetPro) {
+                $bills = $bills->where('hcp_pro_id', $targetPro->id);
+            }
+            if($request->input('c')) {
+                $bills = $bills->whereRaw('(SELECT company_id from company_pro where id = hcp_company_pro_id) = ' . $request->input('c'));
+            }
+        }
+        else if($request->input('t') === 'na') {
+            $bills = $bills
+                ->where('generic_pro_expected_payment_amount', '>', 0)
+                ->where('is_signed_by_generic_pro', true);
+            if ($targetPro) {
+                $bills = $bills->where('generic_pro_id', $targetPro->id);
+            }
+            if($request->input('c')) {
+                $bills = $bills->whereRaw('(SELECT company_id from company_pro where id = generic_company_pro_id) = ' . $request->input('c'));
+            }
+        }
+
+        $filter = $request->input('f');
+        switch ($filter) {
+            case 'verified':
+                $bills = $bills->where('is_verified', true);
+                break;
+            case 'not-verified':
+                $bills = $bills->where('is_verified', false);
+                break;
+        }
+
+        $filter = $request->input('bs');
+        if ($filter) {
+            $bills = $bills->where('balance_post_date', '>=', $filter);
+        }
+
+        $filter = $request->input('be');
+        if ($filter) {
+            $bills = $bills->where('balance_post_date', '<=', $filter);
+        }
+
+        $filter = $request->input('s');
+        if ($filter) {
+            $bills = $bills->where('code', '=', $filter);
+        }
+
+        $bills = $bills->orderBy('effective_date', 'desc')->paginate();
+
+        $companies = Company::where('is_active', true)->orderBy('name')->get();
+
+        $codes = DB::select(DB::raw("SELECT code, count(*) as count FROM bill WHERE is_cancelled IS FALSE GROUP BY code ORDER BY code"));
+
+        $viewData = [
+            'bills' => $bills,
+            'targetPro' => $targetPro,
+            'performerPro' => $performerPro,
+            'proUid' => $proUid,
+            'companies' => $companies,
+            'codes' => $codes
+        ];
+        return view('app.practice-management.processing-bill-matrix2', $viewData);
+    }
+
     public function hcpNoteActivity(Request $request)
     {
 

app/Models/CareMonth.php

@@ -44,7 +44,7 @@ class CareMonth extends Model
     }
 
     public function claims() {
-        return $this->hasMany(Claim::class, 'care_month_id', 'id');
+        return $this->hasMany(Claim::class, 'care_month_id', 'id')->where('status', '<>', 'CANCELLED');
     }
 
     public function getBillsOfType($_type) {

resources/views/app/practice-management/processing-bill-matrix2.blade.php

@@ -0,0 +1,437 @@
+@extends ('layouts/template')
+
+@section('content')
+
+<div class="p-3 mcp-theme-1" id="processing-bill-matrix">
+
+    <div class="card">
+
+        <div class="card-header px-2 py-1">
+            <div class="font-weight-bold text-nowrap mb-2">
+                <i class="fas fa-user"></i>
+                Processing Bills
+            </div>
+            <div class="d-flex align-items-center mb-2">
+                <div class="width-200px">
+                    <select provider-search data-pro-uid="{{ @$targetPro->uid }}" name="proUid" class="form-control form-control-sm mr-auto width-200px min-width-unset" onchange="return billsFilter('', this.value, true)">
+                        <option value="" {{!@$targetPro ? 'selected' : ''}}>All Pros</option>
+                    </select>
+                </div>
+                <div class="width-300px ml-2 d-inline-flex">
+                    <select name="filter" class="form-control form-control-sm min-width-unset flex-grow-1" onchange="return billsFilter('f', this.value)">
+                        <option {{request()->input('f') === '' ? 'selected' : ''}} value="">All Bills</option>
+                        <option {{request()->input('f') === 'verified' ? 'selected' : ''}} value="verified">Verified
+                            Only
+                        </option>
+                        <option {{request()->input('f') === 'not-verified' ? 'selected' : ''}} value="not-verified">Not
+                            Verified Only
+                        </option>
+                    </select>
+                    <select name="filter" class="form-control form-control-sm min-width-unset flex-grow-1 ml-2" onchange="return billsFilter('t', this.value)">
+                        <option {{!request()->input('t') || request()->input('t') === 'hcp' ? 'selected' : ''}} value="hcp">
+                            HCP Bills
+                        </option>
+                        <option {{request()->input('t') === 'na' ? 'selected' : ''}} value="na">Generic Bills</option>
+                    </select>
+                </div>
+                <div class="ml-4 d-inline-flex align-items-center">
+                    <span class="mr-2">Bal Post Date</span>
+                    <input type="date" value="{{request()->input('bs')}}" onchange="return billsFilter('bs', this.value)" class="form-control form-control-sm width-150px" name="bpdFrom">
+                    <span class="mx-2">to</span>
+                    <input type="date" value="{{request()->input('be')}}" onchange="return billsFilter('be', this.value)" class="form-control form-control-sm width-150px" name="bpdTo">
+                </div>
+                <button class="ml-auto btn btn-sm btn-primary pay-selected-pros px-3 font-weight-bold" disabled>Pay Selected</button>
+            </div>
+            <div class="d-flex align-items-center">
+                <select name="filter" class="form-control form-control-sm width-200px" onchange="return billsFilter('c', this.value)">
+                    <option {{!request()->input('c') ? 'selected' : ''}} value="">All Companies</option>
+                    @foreach($companies as $company)
+                    <option {{request()->input('c') == $company->id ? 'selected' : ''}} value="{{$company->id}}">
+                        {{$company->name}}
+                    </option>
+                    @endforeach
+                </select>
+                <select name="filter" class="form-control form-control-sm width-300px ml-2 " onchange="return billsFilter('s', this.value)">
+                    <option {{!request()->input('s') ? 'selected' : ''}} value="">All Services</option>
+                    @foreach($codes as $code)
+                    <option {{request()->input('s') == $code->code ? 'selected' : ''}} value="{{$code->code}}">
+                        {{$code->code}}
+                    </option>
+                    @endforeach
+                </select>
+                @if(@$targetPro || count(array_filter(request()->all(), function($_x) { return !!$_x && $_x !== 'na' && $_x !== 'hcp';})))
+                <a href="/practice-management/processing-bill-matrix" class="ml-4">Clear Filters</a>
+                @endif
+            </div>
+        </div>
+        <div class="card-body p-0">
+            <div class="table-responsive">
+                <table class="table table-sm table-striped table-hover p-0 m-0">
+                    <thead class="bg-light">
+                        <tr>
+                            <th class="border-bottom-0 border-top-0">
+                                <label class="d-flex align-items-center m-0">
+                                    <input type="checkbox" class="chk-all-bills" /> <span class="ml-2">All</span>
+                                </label>
+                            </th>
+                            <th class="border-bottom-0 border-top-0">Context</th>
+                            <th class="border-bottom-0 border-top-0">Effective Date</th>
+                            <th class="border-bottom-0 border-top-0">Bal Post Date</th>
+                            @if(!request()->input('t') || request()->input('t') === 'hcp')
+                            <th class="border-bottom-0 border-top-0">Pro</th>
+                            @elseif(request()->input('t') === 'na')
+                            <th class="border-bottom-0 border-top-0">Pro</th>
+                            @endif
+                            <th class="border-bottom-0 border-top-0">Client</th>
+                            <th class="border-bottom-0 border-top-0">Insurance</th>
+                            <th class="border-bottom-0 border-top-0">State</th>
+                            <th class="border-bottom-0 border-top-0">Company Pro</th>
+                            <th class="border-bottom-0 border-top-0">Code</th>
+                            <th class="border-bottom-0 border-top-0">Units</th>
+                            <th class="border-bottom-0 border-top-0">Verified?</th>
+                            <th class="border-bottom-0 border-top-0">Cancelled?</th>
+                            <th class="border-bottom-0 border-top-0">Care Month Has Claim?</th>
+                            @if(!request()->input('t') || request()->input('t') === 'hcp')
+                            <th class="border-bottom-0 border-top-0">HCP Expected Amount</th>
+                            @elseif(request()->input('t') === 'na')
+                            <th class="border-bottom-0 border-top-0">NA Expected Amount</th>
+                            @endif
+                            <th class="border-bottom-0 border-top-0">Pro Signed?</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        @foreach ($bills as $row)
+                        <tr>
+                            <td class="align-top">
+                                @if($row->is_verified)
+                                <input type="checkbox" data-uid="{{$row->uid}}" class="chk-bill align-middle" />
+                                @endif
+                            </td>
+                            <td>
+                                @if($row->note)
+                                <a href="/patients/view/{{ $row->client->uid }}/notes/view/{{ $row->note->uid }}">
+                                    Note
+                                </a>
+                                @elseif($row->careMonth)
+                                    <div>
+                                        <a href="/patients/view/{{$row->client->uid}}/care-months/view/{{$row->careMonth->uid}}">
+                                            Care Month
+                                        </a>
+                                    </div>
+                                    
+                                @elseif($row->client)
+                                <a href="/patients/view/{{ $row->client->uid }}">
+                                    Chart
+                                </a>
+                                @else
+                                    Admin.
+                                @endif
+                               
+                                @if($row->is_verified)
+                                    @if(!request()->input('t') || request()->input('t') === 'hcp')
+                                        @if(!$row->hcp_company_pro_id)
+                                            <div class="mt-1 text-danger text-sm">
+                                                <i class="fa fa-exclamation-triangle"></i>
+                                                <span class="">Company pro not set!</span>
+                                            </div>
+                                        @endif
+                                    @elseif(request()->input('t') === 'na')
+                                        {{-- TODO --}}
+                                    @endif
+                                @endif
+                            </td>
+                           
+                            <td>{{friendly_date($row->effective_date)}}</td>
+                            <td>{{friendly_date($row->balance_post_date)}}</td>
+                            <td>
+
+                                @if(!request()->input('t') || request()->input('t') === 'hcp')
+                                    {{$row->hcp->name_last}}, {{$row->hcp->name_first}}
+                                @elseif(request()->input('t') === 'na')
+                                    {{$row->genericPro->name_last}}, {{$row->genericPro->name_first}}
+                                @endif
+
+                            </td>
+                            <td>
+                                @if($row->client)
+                                {{$row->client->name_last}}, {{$row->client->name_first}}
+                                @endif
+                            </td>
+                            <td>
+                            @if($row->client)
+                                @include('app.patient.coverage_column_renderer', ['patient'=>$row->client])
+                            @endif
+                            </td>
+                            <td>
+                                @if($row->client)
+                                {{$row->client->mailing_address_state}}
+                                @endif
+                            </td>
+                            <td>
+                                    
+                                    @if(!request()->input('t') || request()->input('t') === 'hcp')
+                                        <div class="mt-1 text-secondary">
+                                            @if($row->hcpCompanyPro)
+                                                {{$row->hcpCompanyPro ? $row->hcpCompanyPro->company->name : '-'}}
+                                            @else 
+                                                <i>[company pro is not set]</i>
+                                            @endif
+                                            <div moe class="ml-1">
+                                                <a class="text-primary" href="" show start><i class="fa fa-edit"></i></a>
+                                                <form url="/api/bill/swapHcpCompanyPro">
+                                                    <input type="hidden" name="uid" value="{{$row->uid}}">
+                                                    <div class="mb-2">
+                                                        <select name="hcpCompanyProUid" class="form-control form-control-sm">
+                                                            <option value="">-- select --</option>
+                                                            @foreach($row->hcp->companyPros as $companyPro)
+                                                                <option value="{{$companyPro->uid}}">{{$companyPro->company->name}}</option>
+                                                            @endforeach
+                                                        </select>
+                                                    </div>
+                                                    <div class="mb-0">
+                                                        <button class="btn btn-primary btn-sm" submit>Submit</button>
+                                                        <button class="btn btn-default border btn-sm" cancel>Cancel</button>
+                                                    </div>
+                                                </form>
+                                            </div>
+                                        </div>
+                                    @elseif(request()->input('t') === 'na')
+                                        
+                                        <div class="mt-1 text-secondary">
+                                            @if($row->genericCompanyPro && $row->genericCompanyPro->company)
+                                                {{$row->genericCompanyPro->company->name}}
+                                            @else 
+                                                <i>[company pro is not set]</i>
+                                            @endif
+                                            <div moe class="">
+                                                <a class="text-primary" href="" show start><i class="fa fa-edit"></i></a>
+                                                <form url="/api/bill/swapGenericCompanyPro">
+                                                    <input type="hidden" name="uid" value="{{$row->uid}}">
+                                                    <div class="mb-2">
+                                                        <select name="genericCompanyProUid" class="form-control form-control-sm">
+                                                            <option value="">-- select --</option>
+                                                            @foreach($row->genericPro->companyPros as $companyPro)
+                                                                <option value="{{$companyPro->uid}}">{{$companyPro->pro->displayName() . ' / ' . $companyPro->company->name}}</option>
+                                                            @endforeach
+                                                        </select>
+                                                    </div>
+                                                    <div class="mb-0">
+                                                        <button class="btn btn-primary btn-sm" submit>Submit</button>
+                                                        <button class="btn btn-default border btn-sm" cancel>Cancel</button>
+                                                    </div>
+                                                </form>
+                                            </div>
+                                        </div>
+                                        
+                                    @endif
+                                        
+                                </td>
+                            <td>{{$row->code}}
+                                @if($row->generic_target_entity_type && $row->generic_target_entity_uid)
+                                <div class="mt-1 text-sm text-secondary">{{$row->generic_target_entity_type}}</div>
+                                @endif
+                            </td>
+                            <td>{{str_contains($row->code, 'Treatment Services') || str_contains($row->code, 'Administrative Services') ? ceil((float) $row->number_of_units * 60) . ' mins' : $row->number_of_units}}</td>
+                            <td>
+                                {!! $row->is_verified ? '<i class="fa fa-check text-success"></i> ' . friendly_date($row->marked_verified_at, true) : 'No' !!} 
+                                @if(!$row->is_cancelled)
+                                    @if(!$row->is_verified)
+                                        <div class="d-block mt-1" moe>
+                                            <a href="" show start>Mark Verified</a>
+                                            <form url="/api/bill/markAsVerified">
+                                                <input type="hidden" name="uid" value="{{$row->uid}}">
+                                                <p>Mark As Verified?</p>
+                                                <div class="mb-0">
+                                                    <button class="btn btn-success btn-sm" submit>Submit</button>
+                                                    <button class="btn btn-default border btn-sm" cancel>Cancel</button>
+                                                </div>
+                                            </form>
+                                        </div>
+                                    @else
+                                        <div class="d-block mt-1" moe>
+                                            <a class="" href="" show start>Undo</a>
+                                            <form url="/api/bill/undoMarkAsVerified">
+                                                <input type="hidden" name="uid" value="{{$row->uid}}">
+                                                <p>Undo Mark As Verified?</p>
+                                                <div class="mb-0">
+                                                    <button class="btn btn-success btn-sm" submit>Submit</button>
+                                                    <button class="btn btn-default border btn-sm" cancel>Cancel</button>
+                                                </div>
+                                            </form>
+                                        </div>
+                                    @endif
+                                @endif
+                            </td>
+
+                            <td>
+                                @if($row->is_cancelled)
+                                    <div class="text-warning-mellow font-weight-bold">Cancelled</div>
+                                    @if($row->cancellation_memo)
+                                        <div class="text-dark text-sm font-italic my-1">{{$row->cancellation_memo}}</div>
+                                    @endif
+                                    @if($row->is_cancelled_by_administrator)
+                                        <div class="text-secondary text-sm text-nowrap">(by Administrator)</div>
+                                    @endif
+                                    <div moe class="mt-1">
+                                        <a class="text-nowrap" href="" show start>Update Memo</a>
+                                        <form url="/api/bill/updateCancellationMemo">
+                                            <input type="hidden" name="uid" value="{{$row->uid}}">
+                                            <p>Update Cancellation Memo</p>
+                                            <div class="mb-2">
+                                                <textarea class="text form-control form-control-sm" name="cancellationMemo"
+                                                        placeholder="">{{$row->cancellation_memo ? $row->cancellation_memo : ($pro->pro_type === 'ADMIN' ? 'Please contact billing.' : '')}}</textarea>
+                                            </div>
+                                            <div>
+                                                <button class="btn btn-success btn-sm" submit>Submit</button>
+                                                <button class="btn btn-default border btn-sm" cancel>Cancel</button>
+                                            </div>
+                                        </form>
+                                    </div>
+                                @else
+                                    <div class="d-block" moe relative="">
+                                        <a class="text-danger" href="" show start>Cancel</a>
+                                        <form url="/api/bill/markCancelled" right="">
+                                            <input type="hidden" name="uid" value="{{$row->uid}}">
+                                            <p class="mb-2">Cancel this bill?</p>
+                                            <div class="mb-2">
+                                                <label class="mb-1 text-secondary">Cancellation Memo</label>
+                                                <textarea type="text" name="memo" placeholder="Memo" class="form-control form-control-sm">@if($pro->pro_type === 'ADMIN')Please contact billing.@endif</textarea>
+                                            </div>
+                                            <div class="mb-0">
+                                                <button class="btn btn-danger btn-sm" submit>Yes</button>
+                                                <button class="btn btn-default border btn-sm" cancel>No</button>
+                                            </div>
+                                        </form>
+                                    </div>
+                                @endif
+                            </td>
+                            <td>
+                                {{$row->careMonth? (count($row->careMonth->claims)? 'Yes': 'No') : 'N/A'}}
+                            </td>
+                            @if(!request()->input('t') || request()->input('t') === 'hcp')
+                            <td>${{$row->hcp_expected_payment_amount}}</td>
+                            @elseif(request()->input('t') === 'na')
+                            <td>${{number_format($row->generic_pro_expected_payment_amount, 2)}}</td>
+                            @endif
+                            @if(!request()->input('t') || request()->input('t') === 'hcp')
+                            <td>{{$row->is_signed_by_hcp ? 'Yes' : 'No'}}</td>
+                            @elseif(request()->input('t') === 'na')
+                            <td>{{$row->is_signed_by_generic_pro ? 'Yes' : 'No'}}</td>
+                            @endif
+                           
+                        </tr>
+                        @endforeach
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+    <div class="mt-3">
+        {{$bills->withQueryString()->links()}}
+    </div>
+</div>
+<script>
+    (function() {
+        window.billsFilter = function(_key, _value, _isClient = false) {
+
+            <?php
+            $keys = ['f', 'bs', 'be', 't', 'c', 's'];
+            $currentParams = [];
+            for ($i = 0; $i < count($keys); $i++) {
+                if (!!request()->input($keys[$i])) {
+                    $currentParams[$keys[$i]] = request()->input($keys[$i]);
+                }
+            }
+            ?>
+
+            let targetProUid = _isClient ? _value : $('[provider-search]').attr('data-pro-uid'),
+                base = '/practice-management/processing-bill-matrix2' + (targetProUid ? '/' + targetProUid : ''),
+                keys = ['f', 'bs', 'be', 't', 'c', 's'].filter(_x => _x !== _key),
+                currentParams = {!!json_encode($currentParams) !!},
+                url = [];
+
+            // base
+            url.push(base);
+            url.push('?');
+
+            // params
+            let getParams = [];
+            for (let i = 0; i < keys.length; i++) {
+                if (currentParams[keys[i]]) {
+                    getParams.push(keys[i] + '=' + encodeURIComponent(currentParams[keys[i]]));
+                }
+            }
+
+            // new params
+            getParams.push(_key + '=' + encodeURIComponent(_value));
+
+            // generate url
+            url.push(getParams.join('&'));
+
+            // go
+            fastLoad(url.join(''));
+
+            return false;
+        };
+
+        function init() {
+            $('.pay-bill')
+                .off('click')
+                .on('click', function() {
+                    showMask();
+                    $.post('/api/bill/payUnpaidProsOnBillExpectedAmount', {
+                        uid: $(this).attr('data-uid')
+                    }, _data => {
+                        if (!hasResponseError(_data)) {
+                            toastr.success('Bill paid successfully');
+                            fastReload();
+                        }
+                    }).then(function() {
+                        hideMask();
+                    });
+                    return false;
+                });
+            $('.pay-selected-pros')
+                .off('click')
+                .on('click', function() {
+                    if (!$('.chk-bill:checked').length) return false;
+                    showMask();
+                    let uids = [];
+                    $('.chk-bill:checked').each(function() {
+                        uids.push($(this).attr('data-uid'));
+                    });
+                    $.post('/api/bill/bulkPayUnpaidProsOnBillExpectedAmount', {
+                        billUids: uids.join('|')
+                    }, _data => {
+                        if (!hasResponseError(_data)) {
+                            toastr.success('Selected bills paid successfully');
+                            fastReload();
+                        }
+                    }).then(function() {
+                        hideMask();
+                    });
+                    return false;
+                });
+            $('.chk-bill')
+                .off('change')
+                .on('change', function() {
+                    console.log('123')
+                    $('.pay-selected-pros').prop('disabled', !$('.chk-bill:checked').length);
+                    $('.chk-all-bills').prop('checked', ($('.chk-bill:checked').length === $('.chk-bill').length));
+                    return false;
+                });
+            $('.chk-all-bills')
+                .off('change')
+                .on('change', function() {
+                    console.log('12')
+                    $('.chk-bill')
+                        .prop('checked', this.checked)
+                        .first()
+                        .trigger('change');
+                    return false;
+                });
+        }
+        addMCInitializer('processing-bill-matrix', init, '#processing-bill-matrix');
+    }).call(window);
+</script>
+@endsection

resources/views/layouts/template.blade.php

@@ -220,6 +220,7 @@
                             <a class="dropdown-item" href="{{ route('practice-management.billing-report') }}">Billing Report</a>
 
                             <a class="dropdown-item" href="{{ route('practice-management.processingBillMatrix') }}">Processing Bills</a>
+                            <a class="dropdown-item" href="{{ route('practice-management.processingBillMatrix2') }}">Processing Bills 2</a>
                             <a class="dropdown-item" href="{{ route('practice-management.pro-financials') }}">Pro Financials</a>
                             <a class="dropdown-item" href="{{ route('practice-management.cellularMeasurements') }}">Cellular Measurements</a>
                             <a class="dropdown-item" href="{{ route('practice-management.cellularDeviceManager') }}">Cellular Device Manager</a>

routes/web.php

@@ -342,6 +342,8 @@ Route::middleware('pro.auth')->group(function () {
 
             Route::get('processing-bill-matrix/{proUid?}/{filter?}', 'PracticeManagementController@processingBillMatrix')->name('processingBillMatrix');
 
+            Route::get('processing-bill-matrix2/{proUid?}/{filter?}', 'PracticeManagementController@processingBillMatrix2')->name('processingBillMatrix2');
+
             Route::get('pro-financials/{proUid?}', 'PracticeManagementController@proFinancials')->name('pro-financials');
 
             //Route::get('hcp-bill-matrix/{proUid?}', 'PracticeManagementController@hcpBillMatrix')->name('hcpBillMatrix');

spec/rpt-queries.sql

@@ -121,4 +121,13 @@ COPY (
   LEFT JOIN client cl ON appt.client_id = cl.id 
   WHERE appt.raw_date >= '01-05-2022'::DATE
   AND cl.shadow_pro_id IS NOT NULL
-) TO '/tmp/appts.csv' CSV HEADER;
+) TO '/tmp/appts.csv' CSV HEADER;
+
+
+UPDATE care_month SET days_between_most_recent_mcp_note_date_and_end_of_care_month = 
+(((date_trunc('month', start_date) + interval '1 month' - interval '1 day')::date) - most_recent_mcp_note_date ) 
+WHERE days_between_most_recent_mcp_note_date_and_end_of_care_month IS NULL AND most_recent_mcp_note_date IS NOT NULL;
+
+
+UPDATE care_month SET most_recent_mcp_note_date = (SELECT effective_dateest FROM note WHERE note.client_id = care_month.client_id AND is_signed_by_hcp IS TRUE AND is_cancelled IS NOT TRUE AND effective_dateest <  ((date_trunc('month', start_date) + interval '1 month' - interval '1 day')::date) ORDER BY effective_dateest DESC LIMIT 1)
+WHERE most_recent_mcp_note_date IS NULL;