PRO # dashboard leads|lead|add|icon:meteor # leads/add_new:internalLeadDrop # program # nameFirst* # nameLast* # dob:date # mcn* # gender:select:M,F # cellNumber:tel # emailAddress:email clients|client|add|view|icon:user-injured !inc:@name_first,name_last,dob, mcn,is_mcn_valid_number,is_part_b_primary,sex,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard !col:name_last:Last Name !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all=>/pros/view/$mcp_pro_id !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all=>/pros/view/$cm_pro_id !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all=>/pros/view/$rme_pro_id !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all=>/pros/view/$rmm_pro_id !col:name_display:Name !col:gender_identity:Gender clients/add_new:create !qry:pros:SELECT uid, name_display FROM pro mcpProUid:record:~pros:uid,name_display cmProUid:record:~pros:uid,name_display rmeProUid:record:~pros:uid,name_display rmmProUid:record:~pros:uid,name_display namePrefix nameFirst* nameMiddle nameLast* nameSuffix nameCredential genderIdentity:select:M,F dateOfBirth:date cellNumber:tel emailAddress:email medicareNumber clients/view/{uid} ACTIONS sendCellNumberConfirmationMessage confirmCellNumberWithConfirmationToken cellNumber*:tel=cell_number token* putNewCellNumber newCellNumber*:tel=cell_number putNewEmailAddress newEmailAddress*:email=email_address sendEmailAddressConfirmationMessage confirmEmailAddressWithConfirmationToken emailAddress*:email=email_address token* deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo editSource source*=source sourceMemo=source_memo sourceAt:date=source_at sourceDetail=source_detail sourceClientUid:record:client:uid,name_first sourceProUid:record:pro:uid,name_display sourceFacilityUid:record:facility:uid,name setIsDuplicateToTrue duplicateOfClientUid*:record:client:uid,name_first setIsDuplicateToFalse editName namePrefix=name_prefix nameFirst*=name_first nameMiddle=name_middle nameLast*=name_last nameSuffix=name_suffix nameCredential=name_credential nameNickname=name_nickname nameMaiden=name_maiden namePrevious=name_previous editDob dob:date=dob editDemographics sex:select:M,F=sex genderIdentity=gender_identity sexualOrientation=sexual_orientation isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active sexuallyActiveMemo=sexually_active_memo maritalStatus=marital_status editSpouse spouseRelationshipUid:record:relationship:uid,name_first editIntakeDetails intakeText*=intake_text intakeDetail=intake_detail editResponsibleParty isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else responsiblePartyRelationshipUid:record:relationship:uid,name_first editEmergencyRelationship emergencyRelationshipUid:record:relationship:uid,name_first editFamilyInfo motherRelationshipUid:record:relationship:uid,name_first motherMaidenName=mother_maiden_name fatherRelationshipUid:record:relationship:uid,name_first numberOfSiblings:text=number_of_siblings birthOrder:text=birth_order isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member editContactDetails phoneHome=phone_home phoneMobile=phone_mobile phoneWork=phone_work phoneMemo=phone_memo emailPersonalPrimary=email_personal_primary emailPersonalSecondary=email_personal_secondary emailWorkPrimary=email_work_primary emailWorkSecondary=email_work_secondary sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone editAddress isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing homeAddressLine1=home_address_line1 homeAddressLine2=home_address_line2 homeAddressCity=home_address_city homeAddressState=home_address_state homeAddressZip=home_address_zip homeAddressGeoLat:text=home_address_geo_lat homeAddressGeoLong:text=home_address_geo_long mailingAddressLine1=mailing_address_line1 mailingAddressLine2=mailing_address_line2 mailingAddressCity=mailing_address_city mailingAddressState=mailing_address_state mailingAddressZip=mailing_address_zip mailingAddressGeoLat:text=mailing_address_geo_lat mailingAddressGeoLong:text=mailing_address_geo_long hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address reasonForSecondaryAddress=reason_for_secondary_address whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing secondaryHomeAddressLine1=secondary_home_address_line1 secondaryHomeAddressLine2=secondary_home_address_line2 secondaryHomeAddressCity=secondary_home_address_city secondaryHomeAddressState=secondary_home_address_state secondaryHomeAddressZip=secondary_home_address_zip secondaryHomeAddressGeoLat:text=secondary_home_address_geo_lat secondaryHomeAddressGeoLong:text=secondary_home_address_geo_long secondaryMailingAddressLine1=secondary_mailing_address_line1 secondaryMailingAddressLine2=secondary_mailing_address_line2 secondaryMailingAddressCity=secondary_mailing_address_city secondaryMailingAddressState=secondary_mailing_address_state secondaryMailingAddressZip=secondary_mailing_address_zip secondaryMailingAddressGeoLat:text=secondary_mailing_address_geo_lat secondaryMailingAddressGeoLong:text=secondary_mailing_address_geo_long editMiscDemographics citizenships=citizenships education=education birthCountry=birth_country birthState=birth_state birthCity=birth_city nationality=nationality religiousAffiliation=religious_affiliation religiousFacilityUid:record:facility:uid,name isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet specialDietCategory=special_diet_category specialDietMemo=special_diet_memo preferredLanguage=preferred_language otherLanguages=other_languages englishLevel=english_level driverLicenseState=driver_license_state driverLicenseNumber=driver_license_number isHispanic*:select:YES,NO,UNKNOWN=is_hispanic isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa ethnicities=ethnicities race=race specificRaces=specific_races setIsDeceasedToTrue dateOfDeath:date timeOfDeath:time causeOfDeath setIsDeceasedToFalse editPharmacy pharmacy=pharmacy pharmacyFacilityUid:record:facility:uid,name editSsn ssn=ssn putMedicareInfo nameFirst*=name_first nameLast*=name_last dob*:date=dob mcn*=mcn removeMcn updateWebcamInfo hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device webcamDevice=webcam_device putMcp mcpProUid*:record:pro:uid,name_display removeMcp putPhysicianPro physicianProUid*:record:pro:uid,name_display removePhysicianPro updateMcpOnboardingVisitInfo hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date mcpOnboardingVisitNoteUid:record:note:uid,title reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system updateMcpOnboardingActiveInfo isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo putMcpOnboardingPro mcpOnboardingProUid*:record:pro:uid,name_display removeMcpOnboardingPro acceptAssignmentAsMcpOnboardingPro mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo rejectAssignmentAsMcpOnboardingPro mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo updateMcpOnboardingProDecisionMemo mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo updateMcpOnboardingStrategy mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy updateNextMcpOnboardingAttempt nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time putCmPro cmProUid*:record:pro:uid,name_display removeCmPro putRmePro rmeProUid*:record:pro:uid,name_display removeRmePro putRmmPro rmmProUid*:record:pro:uid,name_display removeRmmPro putRmsPro rmsProUid*:record:pro:uid,name_display removeRmsPro putRmgPro rmgProUid*:record:pro:uid,name_display removeRmgPro putRdPro rdProUid*:record:pro:uid,name_display removeRdPro updateMntEligibility isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt numberOfMntHoursLeftThisYear:text=number_of_mnt_hours_left_this_year updateCmEligibility isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm whyNotEligibleForCmCategory=why_not_eligible_for_cm_category whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo setIsEnrolledInCmToFalse whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo setIsEnrolledInCmToTrue cmEnrollmentConsentMethod=cm_enrollment_consent_method cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo cmReason1*=cm_reason1 cmReason2=cm_reason2 updateCmReasons cmReason1*=cm_reason1 cmReason2=cm_reason2 updateCmEnrollmentConsentInfo cmEnrollmentConsentMethod=cm_enrollment_consent_method cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo updateWhyNotEnrolledInCm whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo updateRmEligibility isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm whyNotEligibleForRmCategory=why_not_eligible_for_rm_category whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo setIsEnrolledInRmToFalse whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo updateWhyNotEnrolledInRm whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo updateEquipmentInfo isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed SUB dashboard:custom detail:dashboard !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource !grp:Duplicate:is_duplicate,duplicate_of_client_id !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo !grp:Contact details:phone_home,phone_mobile,phone_work,phone_memo,email_personal_primary,email_personal_secondary,email_work_primary,email_work_secondary,send_reminders_by_email,send_reminders_by_text,send_reminders_by_phone:Edit contact details:circle=>/clients/view/$uid/ACTION_editContactDetails !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Put new email address:circle=>/clients/view/$uid/ACTION_putNewEmailAddress !grp:Credentials:username !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress !grp:Misc. Demographics:citizenships,education,birth_country,birth_state,birth_city,nationality,religious_affiliation,religious_facility_id,is_on_special_diet,special_diet_category,special_diet_memo,preferred_language,other_languages,english_level,driver_license_state,driver_license_number,is_hispanic,is_black_oraa,ethnicities,race,specific_races:Update misc. demographics:circle=>/clients/view/$uid/ACTION_editMiscDemographics !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp !grp:Physician:physician_pro_id:Put Physician:circle=>/clients/view/$uid/ACTION_putPhysicianPro !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date,next_mcp_onboarding_attempt_time,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rms_pro_id,rmg_pro_id,rd_pro_id !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp !act:physician_pro_id:putPhysicianPro:circle=>/clients/view/$uid/ACTION_putPhysicianPro !act:physician_pro_id:removePhysicianPro:circle=>/clients/view/$uid/ACTION_removePhysicianPro !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro !act:rms_pro_id:putRmsPro:circle=>/clients/view/$uid/ACTION_putRmsPro !act:rms_pro_id:removeRmsPro:circle=>/clients/view/$uid/ACTION_removeRmsPro !act:rmg_pro_id:putRmgPro:circle=>/clients/view/$uid/ACTION_putRmgPro !act:rmg_pro_id:removeRmgPro:circle=>/clients/view/$uid/ACTION_removeRmgPro !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy !act:next_mcp_onboarding_attempt_date:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client !qry:pros:select id, name_display from pro !qry:facilities:select id, name from facility !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all !col:dob:Date of Birth !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all !col:rms_pro_id:RMS Pro:~pros:name_display:id,=,$rms_pro_id:all !col:rmg_pro_id:RMG Pro:~pros:name_display:id,=,$rmg_pro_id:all !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all !nal: measurements id=measurement.client_id=>/measurements/view/UID !inc:label,value,effective_date add_new:measurement=>/measurements/view/UID clientUid:hidden=uid label value:text effectiveDate:date med_profile id=client_info_line.client_id=>/med_profiles/view/UID !inc:id,category,content_text,content_detail add_new:client_info_line=>/med_profile_lines/view/UID clientUid:hidden=uid category contentText contentDetail med_profile_log id=client_info_line_update.client_id=>/med_profiles/view/UID !inc:id,category,content_text,content_detail pro_access id=client_pro_access.client_id=>/client_pro_access/view/UID add_new:client_pro_access=>/client_pro_access/view/UID clientUid:hidden=uid proUid:record:pro:uid,name_display reasonCategory reasonMemo reasonDetail notes id=note.client_id=>/notes/view/UID !inc:uid,title add_new:note=>/notes/view/UID clientUid:hidden=uid hcpProUid:record:pro:uid,name_display title effectiveDateEST:date effectiveTime:time reason1 reason2 reason3 reason3Plus serviceLocation category contentText contentDetail relationships id=relationship.client_id=>/relationships/view/UID !inc:name_first,name_middle,name_last,email_address add_new:relationship=>/relationships/view/UID clientUid:hidden=uid relationshipToClient relationshipMemo namePrefix nameFirst nameMiddle nameLast nameSuffix nameMaiden namePrevious organizationName phoneHome phoneMobile phoneWork phoneMemo homeAddress mailingAddress emailAddress isHispanic:select:YES,NO,UNKNOWN isBlackOrAA:select:YES,NO,UNKNOWN ethnicities race specificRaces preferredLanguage otherLanguages englishLevel contactClientUid:record:client:uid,name_first care_months id=care_month.client_id=>/care_months/view/UID add_new:care_month clientUid:hidden=uid startMonth:text startYear:text care_month_entries id=care_month_entry.client_id=>/care_month_entries/view/UID !qry:pros:SELECT id, name_display FROM pro !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all bills id=bill.client_id=>/bills/view/UID related_transactions id=pro_transaction.client_id=>/transactions/view/UID action_items id=action_item.client_id=>/action_items/view/UID add_new:action_item clientUid:hidden=uid prescriberProUid:record:pro:uid,name_display toFacilityUid:record:facility:uid,name contentText contentDetail erx id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID add_new_erx:action_item clientUid:hidden=uid prescriberProUid:record:pro:uid,name_display toFacilityUid:record:facility:uid,name contentText contentDetail mcp_updates id=client_mcp_update.client_id client_sms id=client_sms.client_id !inc:id,from_number, to_number, body, created_at client_sms_numbers id=client_sms_number.client_id !inc:id,sms_number client_documents id=client_document.client_id=>/client_documents/view/UID !inc:id,title,category,status,effective_date,provider,notes,file_name add_new:client_document clientUid:hidden=uid title category status effectiveDate:date provider notes file:file audit_log bdt_devices id=client_bdt_device.client_id=>/client_bdt_devices/view/UID add_new:client_bdt_device clientUid:hidden=uid deviceUid*:record:bdt_device:uid,imei instructions internalMemo status statusMemo device_measurements id=client_bdt_measurement.client_id notes|note|view|icon:file-alt !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note !col:effective_dateest:Date !col:client_id:Client:~clients:name_display:id,=,$client_id:all !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all !col:reasons:Reason(s):~reasons:result:id,=,$id:all !col:service_location:Location !col:category:Category !col:content_text:Content !col:is_signed_by_hcp:HCP Signed? !col:billed:Billed?:SELECT '-- TODO --' as result notes/view/{uid} ACTIONS signAsHcp SUB dashboard bills id=bill.note_id=>/bills/view/UID add_new:bill:createForNote noteUid:hidden=uid effectiveDate:date code reason1 reason2 reason3 reason3Plus serviceLocation modifier numberOfUnits:text sections id=section.note_id=>/sections/view/UID !inc:summary_html,content_data relationships|relationship|view|icon:file-alt !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix relationships/view/{uid} ACTIONS updateBasic relationshipToClient relationshipMemo namePrefix nameFirst nameMiddle nameLast nameSuffix nameMaiden namePrevious organizationName phoneHome phoneMobile phoneWork phoneMemo homeAddress mailingAddress emailAddress isHispanic:select:YES,NO,UNKNOWN isBlackOrAA:select:YES,NO,UNKNOWN ethnicities race specificRaces preferredLanguage otherLanguages englishLevel contactClientUid:record:client:uid,name_first SUB dashboard !grp:Relationship details:id,created_at,is_active,reactivated_at,reactivation_memo,email_address,english_level,ethnicities,home_address,is_black_oraa,is_hispanic,mailing_address,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix,organization_name,other_languages,phone_home,phone_memo,phone_mobile,phone_work,preferred_language,race,relationship_memo,relationship_to_client,specific_races,created_by_session_id,deactivated_by_session_id,reactivated_by_session_id,client_id,contact_client_id_id,contact_client_id measurements|measurement|view|icon:file-alt !inc:id,client_id,label,value,effective_date !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client !col:client_id:Client:~clients:name_display:id,=,$client_id:all measurements/view/{uid} ACTIONS updateBasic label=label value:text=value effectiveDate:date=effective_date remove SUB dashboard !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client !grp:Measurement details:client_id,label,value,effective_date,is_removed !col:client_id:Client:~clients:name_display:id,=,$client_id:all erx|action_item:action_item_category='RX'|view|icon:file-signature erx/view/{uid} ACTIONS signAsPrescriber updateToFacility toFacilityUid:record:facility:uid,name updateContent contentText=content_text contentDetail=content_detail updateStatus statusCategory:select:OPEN,CLOSED statusMemo efax toFaxNumber:tel SUB dashboard audit_log action_items|action_item|view|icon:tasks action_items/view/{uid} ACTIONS signAsPrescriber updateToFacility toFacilityUid:record:facility:uid,name updateContent contentText=content_text contentDetail=content_detail updateStatus statusCategory:select:OPEN,CLOSED statusMemo efax toFaxNumber:tel SUB dashboard audit_log tickets|ticket|view|icon:tablet-alt tickets/view/{uid} ACTIONS close SUB dashboard care_months|care_month|view|icon:calendar-plus care_months/view/{uid} ACTIONS assignMcpPro mcpProUid:record:pro:uid,name_display changeMcpPro mcpProUid:record:pro:uid,name_display removeMcpPro:if:mcp_pro_id assignCmPro cmProUid:record:pro:uid,name_display changeCmPro cmProUid:record:pro:uid,name_display removeCmPro:if:cm_pro_id assignRmePro rmeProUid:record:pro:uid,name_display changeRmePro rmeProUid:record:pro:uid,name_display removeRmePro:if:rme_pro_id assignRmmPro rmmProUid:record:pro:uid,name_display changeRmmPro rmmProUid:record:pro:uid,name_display removeRmmPro:if:rmm_pro_id assignRmsPro rmsProUid:record:pro:uid,name_display changeRmsPro rmsProUid:record:pro:uid,name_display removeRmsPro:if:rms_pro_id assignRmgPro rmgProUid:record:pro:uid,name_display changeRmgPro rmgProUid:record:pro:uid,name_display removeRmgPro:if:rms_pro_id updateCmReasons cmReason1* cmReason2 updateRmReasons rmReason1* rmReason2 setIsClientEnrolledInCmToTrue setIsClientEnrolledInCmToFalse updateWhyNotEnrolledInCm whyNotEnrolledInCmCategory whyNotEnrolledInCmMemo setIsClientEnrolledInRmToTrue setIsClientEnrolledInRmToFalse updateWhyNotEnrolledInRm whyNotEnrolledInRmCategory whyNotEnrolledInRmMemo generateBillForCm cmCode:select:CM20,CM30_HCP,CM60,CM90 generateBillForRm rmCode:select:RM1,RM20,RM30,RM60 setIsCmCanceledThisMonthToTrue updateWhyIsCmCanceledThisMonth setIsCmCanceledThisMonthToFalse setIsRmCanceledThisMonthToTrue updateWhyIsRmCanceledThisMonth setIsRmCanceledThisMonthToFalse setIsTmThisMonthToTrue setIsTmThisMonthToFalse SUB dashboard !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client !qry:pros:SELECT id, name_display FROM pro !grp:Info:client_id,start_date !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2 !grp:CM Enrollment:is_client_enrolled_in_cm,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update why not enrolled in CM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInCm !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro !grp:RM Total Time:rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rmm_pro,rm_total_time_in_seconds_by_rme_pro !grp:Bills:cm_bill_id,rm_bill_id !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month !grp:TM:is_tm_this_month !col:client_id:Client:~clients:name_display:id,=,$client_id:all !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons !nal: # :: need remove cm_time_entries id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID !inc:content_text,content_detail,time_in_seconds add_new:care_month_entry:createForCm careMonthUid:hidden=uid proUid:record:pro:uid,name_display effectiveDate:date timeInSeconds:text isTimeSpecific:bool startingTime:time endingTime:time contentText contentDetail # :: need remove rm_time_entries id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID add_new:care_month_entry:createForRm careMonthUid:hidden=uid proUid:record:pro:uid,name_display effectiveDate:date timeInSeconds:text isTimeSpecific:bool startingTime:time endingTime:time contentText contentDetail bills id=bill.care_month_id=>/bills/view/UID audit_log care_month_entries|care_month_entry|view|icon:calendar-alt !qry:pros:SELECT id, name_display FROM pro !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all care_month_entries/view/{uid} ACTIONS updateContent contentText contentDetail updateTiming effectiveDate:date timeInSeconds:text isTimeSpecific:bool startingTime:time endingTime:time remove SUB dashboard !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client !qry:pros:select id, name_display from pro !grp:Info:cm_or_rm,client_id ,pro_id !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove !col:client_id:Client:~clients:name_display:id,=,$client_id:all !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all !nal: bills|bill|view|icon:file-invoice-dollar !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code bills/view/{uid} ACTIONS payHcpAmount hcpPaymentAmount:text=hcp_expected_payment_amount payHcpDifferentAmount differentHcpPaymentAmount:text payCmAmount cmPaymentAmount:text payCmDifferentAmount differentCmPaymentAmount:text payRmeAmount rmePaymentAmount:text payRmeDifferentAmount differentRmePaymentAmount:text payRmmAmount rmmPaymentAmount:text payRmmDifferentAmount differentRmmPaymentAmount:text signAsHcp signAsCm signAsRme signAsRmm markSubmitted markCancelled putCollectedAmount collectedAmount SUB dashboard !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units !grp:Note:note_id,note_ally_id !grp:Care Month:care_month_id !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id !grp:Service Location:service_location !grp:Reasons:reason1,reason2,reason3 !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount !nal: transactions id=pro_transaction.bill_id audit_log transactions|pro_transaction|view|icon:exchange-alt transactions/view/{uid} ACTIONS SUB dashboard med_profile_lines|client_info_line|view|icon:window-restore med_profile_lines/view/{uid} ACTIONS remove removalMemo=removal_memo updateContent contentText=content_text contentDetail=content_detail SUB dashboard !grp:Med Profile Details:id,category,content_text,content_detail med_profile_line_updates|client_info_line_update|icon:window-restore mcp_updates|client_mcp_update|icon:user-edit # audit_log :: coming soon ADMIN # admin_dashboard facilities|facility|add|view|icon:temperature-low facilities/add_new:create name addressFull addressLine1 addressLine2 addressCity addressState addressZip addressCountry addressGeoLat:text addressGeoLong:text phone fax hours:text facilities/view/{uid} ACTIONS updateBasic name addressFull addressLine1 addressLine2 addressCity addressState addressZip addressCountry addressGeoLat addressGeoLong phone fax hours deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard erx action_items audit_log pros|pro|add|view|icon:user-md !inc:@name_display,name_first,name_last,pro_type col:name_display name_first name_last pro_type pros/add_new:create cellNumber*:tel temporaryPassword* emailAddress:email nameDisplay namePrefix nameFirst* nameMiddle nameLast* nameSuffix nameCredential isHcp:bool hcpNpi previousProfessionCategory currentProfessionCategory pros/view/{uid} ACTIONS sendCellNumberConfirmationMessage adminResetPassword temporaryPassword*:password confirmCellNumberWithConfirmationToken cellNumber*:tel=cell_number token* putNewCellNumber newCellNumber*:tel=cell_number confirmEmailAddressWithConfirmationToken emailAddress*:email=email_address token* putNewEmailAddress newEmailAddress*:email=email_address updateName nameDisplay=name_display namePrefix=name_prefix nameFirst*=name_first nameMiddle=name_middle nameLast*=name_last nameSuffix=name_suffix nameCredential=name_credential updateHrInfo tags=tags declaredStatesLicensed=declared_states_licensed professionCategory=profession_category hrStatus=hr_status hrNpi=hr_npi hrDetailJson=hr_detail_json updateProfession isHcp*:bool=is_hcp hcpNpi=hcp_npi previousProfessionCategory=previous_profession_category currentProfessionCategory=current_profession_category hcpCategory=hcp_category hcpSubcategory=hcp_subcategory updateEnrolledHcpInfo enrolledHcpCategory=enrolled_hcp_category enrolledHcpSubcategory=enrolled_hcp_subcategory enrolledHcpNpi=enrolled_hcp_npi putProfilePicture profilePictureBase64=profile_picture_base64 updatePhoneInfo homePhoneNumber=home_phone_number workPhoneNumber=work_phone_number supporterPhoneNumber=supporter_phone_number supporterMemo=supporter_memo phoneNumbersMemo=phone_numbers_memo updateAddress mailingAddressLine1=mailing_address_line1 mailingAddressLine2=mailing_address_line2 mailingAddressCity=mailing_address_city mailingAddressState=mailing_address_state mailingAddressCountry=mailing_address_country mailingAddressZip=mailing_address_zip mailingAddressLat:text=mailing_address_lat mailingAddressLong:text=mailing_address_long homeAddressLine1=home_address_line1 homeAddressLine2=home_address_line2 homeAddressCity=home_address_city homeAddressState=home_address_state homeAddressCountry=home_address_country homeAddressZip=home_address_zip homeAddressLat:text=home_address_lat homeAddressLong:text=home_address_long updatePaymentProcessingDetail paymentProcessingDetail=payment_processing_detail uploadDriverLicense driverLicenseFilePath=driver_license_file_path updateDriverLicenseInfo driverLicenseState=driver_license_state driverLicenseIssueDate=driver_license_issue_date driverLicenseExpirationDate=driver_license_expiration_date updateSsn ssn=ssn # new actions from ProService.java sendEmailAddressConfirmationMessage setIsHcpToTrue setIsHcpToFalse setIsEnrolledAsHcpToTrue setIsEnrolledAsHcpToFalse setIsEnrolledAsMcpToTrue setIsEnrolledAsMcpToFalse setIsPhysicianToTrue setIsPhysicianToFalse setHasAccessToNextPatientButtonToTrue setHasAccessToNextPatientButtonToFalse setCanCreateClientWithInvalidMcnToTrue setCanCreateClientWithInvalidMcnToFalse setCanAccessRmPortalToTrue setCanAccessRmPortalToFalse setIsVideoVisitAssistantToTrue setIsVideoVisitAssistantToFalse removeProfilePicture updateW9Detail w9Detail=w9detail updateSignedContractPdf signedContractPdf=signed_contract_pdf setIsPaymentProcessingDetailCompleteToTrue setIsPaymentProcessingDetailCompleteToFalse setIsDriverLicenseCompleteToTrue setIsDriverLicenseCompleteToFalse setIsSsnCompleteToTrue setIsSsnCompleteToFalse setProType proType:select:ADMIN,INDIVIDUAL,GROUP setInitiative initiatives=initiatives putSlug slug*=slug updateProfileImage profileImageFile*:file updateProfileData profileData*:textarea=profile_data putProMemo proMemo:textarea putCompany companyUid:record:company:uid,name SUB dashboard !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType !grp:Initiative:initiatives:Change:circle=>/pros/view/$uid/ACTION_setInitiative !grp:Profile Slug:slug:Change:circle=>/pros/view/$uid/ACTION_putSlug !grp:Profile Image:profile_image_file_path:Change:circle=>/pros/view/$uid/ACTION_updateProfileImage !grp:Profile Bio:profile_data:Change:circle=>/pros/view/$uid/ACTION_updateProfileData !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Update Email Address:circle=>/pros/view/$uid/ACTION_putNewEmailAddress !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName !grp:HR Info:tags,declared_states_licensed,profession_category,hr_status,hr_npi,hr_detail_json:Update HR Info:circle=>/pros/view/$uid/ACTION_updateHrInfo !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo !grp:MCP Enrollment:is_enrolled_as_mcp !grp:Physician:is_physician !grp:Next Patient Button:has_access_to_next_patient_button !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn !grp:Access RM Portal:can_access_rm_portal !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture !grp:Address:mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_country,mailing_address_zip,mailing_address_lat,mailing_address_long,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_country,home_address_zip,home_address_lat,home_address_long:Update Address:circle=>/pros/view/$uid/ACTION_updateAddress !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf !grp:Pro Memo:pro_memo:Change:circle=>/pros/view/$uid/ACTION_putProMemo !act:pro_memo:putProMemo:circle=>/pros/view/$uid/ACTION_putProMemo !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue !act:is_physician:setIsPhysicianToFalse:circle:if:is_physician=>/pros/view/$uid/ACTION_setIsPhysicianToFalse !act:is_physician:setIsPhysicianToTrue:circle:if-not:is_physician=>/pros/view/$uid/ACTION_setIsPhysicianToTrue !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture !nal: pro_rates id=pro_rate.pro_id=>/pro_rates/view/UID !inc:@uid,responsibility,code,amount add_new:pro_rate:create proUid:hidden=uid responsibility:select:HCP,NA,CM,RME,RMM,GENERIC code* amount:text note_templates id=note_template_pro.pro_id !inc:note_template !qry:note_templates:select id, title from note_template !col:note_template:NoteTemplate:~note_templates:title:id,=,$$note_template_id:all add_new:note_template_pro:create proUid:hidden=uid noteTemplateUid:record:note_template:uid,title companies id=company_pro.pro_id=>/company_pros/view/UID !inc:company !qry:companies:select id, name from company !col:company:Company:~companies:name:id,=,$$company_id:all add_new:company_pro:create proUid:hidden=uid companyUid:record:company:uid,name clients pro_access id=pro_pro_access.owner_pro_id=>/pro_access/view/UID !qry:pros:select id, name_display from pro !col:owner_pro_id:Owner Pro:~pros:name_display:id,=,$$owner_pro_id:all !col:accessible_pro_id:Accessible Pro:~pros:name_display:id,=,$$accessible_pro_id:all add_new:pro_pro_access=>/pro_access/view/UID ownerProUid:hidden=uid accessibleProUid:record:pro:uid,name_first memo canAssignAsRme:bool canAssignAsRmm:bool canAssignAsMcp:bool mcp_updates erx action_items care_months care_month_entries notes bills transactions id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all !col:client_id:Client:~clients:name_display:id,=,$$client_id:all add_new_credit:pro_transaction:createManualPlusForPro proUid:hidden=uid amount:text intendedResultingBalance:text customMemo add_new_debit:pro_transaction:createManualMinusForPro proUid:hidden=uid amount:text intendedResultingBalance:text customMemo sessions app_access id=stag_app_pro_access.pro_id=>/stag_app_pro_access/view/UID/SUB_dashboard !inc:stag_app !qry:stag_apps:select id, name from stag_app !col:stag_app:StagApp:~stag_apps:name:id,=,$$stag_app_id:all add_new:stag_app_pro_access:create proUid:hidden=uid stagAppUid:record:stag_app:uid,name memo:text audit_log pro_rates|pro_rate|view|icon:funnel-dollar !inc:@created_at,is_active,pro,responsibility,code,amount !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro !col:pro:Pro:~pros:name_display:id,=,$pro_id:all pro_rates/view/{uid} ACTIONS updateAmount newAmount:text=amount reactivate memo deactivate memo SUB dashboard pro_pro_access|pro_pro_access|view|icon:key !qry:pros:select id, name_display from pro !col:owner_pro_id:Owner Pro:~pros:name_display:id,=,$owner_pro_id:all=>/pros/view/$owner_pro_id !col:accessible_pro_id:Accessible Pro:~pros:name_display:id,=,$accessible_pro_id:all=>/pros/view/$accessible_pro_id pro_pro_access/view/{uid} ACTIONS update memo=memo canAssignAsRme:bool=can_assign_as_rme canAssignAsRmm:bool=can_assign_as_rmm canAssignAsMcp:bool=can_assign_as_mcp reactivate memo deactivate memo SUB dashboard client_pro_access|client_pro_access|view|icon:key client_pro_access/view/{uid} ACTIONS updateReason reasonCategory=reason_category reasonDetail=reason_memo deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard section_templates|section_template|add|view|icon:user-md !inc:@title,internal_name,position_index,is_canvas section_templates/add_new:create title internalName isCanvas:bool section_templates/view/{uid} ACTIONS changePositionIndex newPositionIndex:text=position_index setIsCanvasToTrue setIsCanvasToFalse SUB dashboard note_templates|note_template|add|view|icon:user-md !inc:@title note_templates/add_new:create title newOrFuOrNa:select:NEW,FU,NA note_templates/view/{uid} ACTIONS updateBasic title=title newOrFuOrNa:select:NEW,FU,NA SUB dashboard note_template_section_templates|note_template_section_template|add id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID !inc:@uid,section_template_id,heading !qry:section_templates:SELECT id, title FROM section_template !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all add_new:note_template_section_template:create noteTemplateUID:hidden=uid sectionTemplateUID:record:section_template:uid,title heading invitations|invitation|add|view|icon:user-md !inc:@id,pro_id,first_name,last_name,dob,mcn,email,cell_number,memo,invitation_key,last_email_sent_at,last_sms_sent_at,has_invitation_been_viewed,guest_first_name,guest_last_name,guest_dob,guest_mcn,is_client_already_in_system,client_id,created_at,is_active invitations/add_new:create title proUid:record:pro:uid,name_display firstName lastName dob:date mcn email:email cellNumber memo invitations/view/{uid} ACTIONS deactivate deactivation_memo=deactivation_memo reactivate reactivation_memo=reactivation_memo sendEmail email sendSms cellNumber putMedicareInfoAsGuest firstName lastName dob:date mcn updateBasic firstName=first_name lastName=last_name dob:date=dob mcn=mcn email=email cellNumber=cell_number memo=memo SUB dashboard client_smses|client_sms|view|icon:comments !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client !col:client:Client:~clients:name_display:id,=,$client_id:all client_smses/view/{uid} ACTIONS assignIncomingSmsToClient clientUid:record:client:uid,name_first SUB dashboard client_documents|client_document|view|icon:file !inc:@id,client,title,category,status,effective_date,provider,notes !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client !col:client:Client:~clients:name_display:id,=,$client_id:all client_documents/view/{uid} ACTIONS updateBasic title:text category:text status:text effectiveDate:date provider:text notes:text SUB dashboard handouts|handout|add|view|icon:tablet-alt handouts/add_new:create internalName* displayName* tags pdfFile:file handouts/view/{uid} ACTIONS updateBasic internalName*=internal_name displayName*=display_name tags=tags SUB dashboard bdt_devices|bdt_device|add|view|icon:tablet-alt bdt_devices/add_new:create imei category:select:BP,WEIGHT memo bdt_devices/view/{uid} ACTIONS deactivate memo reactivate memo update imei=imei category:select:BP,WEIGHT=category memo=memo SUB dashboard client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt client_bdt_devices/add_new:create clientUid*:record:client:uid,name_first deviceUid*:record:bdt_device:uid,imei instructions internalMemo status statusMemo client_bdt_devices/view/{uid} ACTIONS deactivate memo reactivate memo update instructions=instructions internalMemo=internal_memo status=status statusMemo=status_memo SUB dashboard bdt_measurements|bdt_measurement|add|icon:tablet-alt bdt_measurements/add_new:create imei* ts:text batteryVoltage:text signalStrength:text valueTare:text valueWeight:text valueSystolic:text valueDiastolic:text valuePulse:text valueUnit:text valueIrregular:text rssi:text deviceId:text stag_apps|stag_app|add|view|icon:tablet-alt stag_apps/add_new:create name* url*:url description requiresAdmin:bool stag_apps/view/{uid} ACTIONS deactivate memo reactivate memo update name=name url=url description=description requiresAdmin:bool SUB dashboard stag_app_pro_access|stag_app_pro_access|view|icon:tablet-alt stag_app_pro_access/view/{uid} ACTIONS deactivate memo reactivate memo updateMemo memo=memo SUB dashboard mb_practice|mb_practice|view|icon:tablet-alt mb_practice/view/{uid} ACTIONS update billingProviderTaxId=billing_provider_tax_id billingProviderTaxIdType=billing_provider_tax_id_type billingProviderEntity=billing_provider_entity billingProviderPhoneNumber=billing_provider_phone_number billingProviderOrganizationName=billing_provider_organization_name billingProviderAddressStreetLine1=billing_provider_address_street_line1 billingProviderAddressStreetLine2=billing_provider_address_street_line2 billingProviderAddressCity=billing_provider_address_city billingProviderAddressState=billing_provider_address_state billingProviderAddressZip=billing_provider_address_zip billingProviderNpi=billing_provider_npi billingProviderTaxonomyCode=billing_provider_taxonomy_code vendorApiKey=vendor_api_key vendorApiBaseUrl=vendor_api_base_url deactivate memo reactivate memo SUB dashboard mb_payer|mb_client|view|icon:tablet-alt mb_payer/view/{uid} mb_client|mb_client|view|icon:tablet-alt mb_client/view/{uid} mb_pro|mb_pro|view|icon:tablet-alt mb_pro/view/{uid} mb_claim|mb_claim|view|icon:tablet-alt mb_claim/view/{uid} companies|company|add|view|icon:tablet-alt companies/add_new:create name* tin* memo:textarea detail:textarea companies/view/{uid} ACTIONS deactivate memo reactivate memo updateBasic name=name tin=tin memo=memo detail=detail SUB dashboard accounts|account|view|icon:tablet-alt accounts/view/{uid} ACTIONS deactivate memo reactivate memo SUB dashboard clients id=account_client.account_id=>/account_clients/view/UID account_clients|account_client|view|icon:tablet-alt account_clients/view/{uid} ACTIONS proAllowAccess proDenyAccess SUB dashboard products|product|add|view|icon:tablet-alt products/add_new:create title* description imageFile isBdtDevice:bool bdtDeviceCategory:select:BP,WEIGHT clientUnderstandingMemoSuggestion hasImeiNumber:bool hasLot:bool requiresClientSignature:bool products/view/{uid} ACTIONS update title=title description=description imageFile isBdtDevice:bool=is_bdt_device bdtDeviceCategory:select:BP,WEIGHT=bdt_device_category clientUnderstandingMemoSuggestion=client_understanding_memo_suggestion hasImeiNumber:bool=has_imei_number hasLot:bool=has_lot requiresClientSignature:bool=requires_client_signature deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard versions id=product_version.product_id=>/products/view/UID company_pros|company_pro|add|view|icon:tablet-alt company_pros/view/{uid} ACTIONS deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard pro_teams|pro_team|add|view|icon:check pro_teams/add_new:create mcpProUid*:record:pro:uid,name_display assistantProUid*:record:pro:uid,name_display rdProUid:record:pro:uid,name_display internalName* slug* pro_teams/view/{uid} ACTIONS updateBasic internalName*=internal_name slug*=slug deactivate memo reactivate memo SUB dashboard pro_text_shortcuts|pro_text_shortcut|add|view|icon:check pro_text_shortcuts/add_new:create shortcut* text*:textarea proUid:record:pro:uid,name_display pro_text_shortcuts/view/{uid} ACTIONS update shortcut*=shortcut text*:textarea=text remove SUB dashboard note_template_section_templates|note_template_section_template|view|icon:check note_template_section_templates/view/{uid} ACTIONS updateHeading heading=heading SUB dashboard isms|isms|view|icon:phone