PRO # dashboard my_payment_schedule|pro_rate:pro_id=OWN|icon:dollar-sign !inc:code,as_hcp_or_ally,amount,earnings !col:code:Code !col:as_hcp_or_ally:Description (HCP/Ally) !col:amount:Amount !col:earnings:Earnings:select '- TODO -' as result my_clients|client|add|view|icon:user-injured !inc:@name_display,date_of_birth,gender,is_client_enrolled_in_cm,is_client_enrolled_in_rm,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id !qry:pros:SELECT id, name_display FROM pro !col:name_display:Name !col:date_of_birth:DOB !col:gender:Sex !col:is_client_enrolled_in_cm:CM !col:is_client_enrolled_in_rm:RM !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:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all my_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 nameDisplay namePrefix nameFirst nameMiddle nameLast nameSuffix nameCredential gender:select:M,F dateOfBirth:date cellNumber:tel emailAddress:email medicareNumber my_clients/view/{uid} ACTIONS sendCellNumberConfirmationMessage putNewCellNumber newCellNumber:tel=cell_number sendEmailAddressConfirmationMessage putName nameDisplay namePrefix nameFirst nameMiddle nameLast nameSuffix nameCredential putGender gender:select:M,F=gender putDateOfBirth dateOfBirth:date=date_of_birth assignMcp mcpProUid:record:pro:uid,name_display changeMcp mcpProUid:record:pro:uid,name_display removeMcp:if:mcp_pro_id assignCm cmProUid:record:pro:uid,name_display changeCm cmProUid:record:pro:uid,name_display removeCm:if:cm_pro_id assignRme rmeProUid:record:pro:uid,name_display changeRme rmeProUid:record:pro:uid,name_display removeRme:if:rme_pro_id assignRmm rmmProUid:record:pro:uid,name_display changeRmm rmmProUid:record:pro:uid,name_display removeRmm:if:rmm_pro_id putProfilePicture profilePictureBase64 removeProfilePicture:if: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=mailing_address_lat mailingAddressLong=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=home_address_lat homeAddressLong=home_address_long updateMedicareNumber medicareNumber=medicare_number manuallySetIsPartBPrimaryConfirmedToTrue partBConfirmationMethod:select:MANUAL,API=partbconfirmation_method partBConfirmationMemo=partbconfirmation_memo manuallySetIsPartBPrimaryConfirmedToFalse partBConfirmationMethod:select:MANUAL,API=partbconfirmation_method partBConfirmationMemo=partbconfirmation_memo setHasMcpDoneEmVisitToTrue mcpEmVisitDate=mcp_em_visit_date mcpEmVisitNote mcpEmVisitMemo=mcp_em_visit_memo updateMcpEmVisitInfo mcpEmVisitDate=mcp_em_visit_date mcpEmVisitNote mcpEmVisitMemo=mcp_em_visit_memo setHasMcpDoneEmVisitToFalse putCrmReasons cmReason1=cm_reason1 cmReason2=cm_reason2 rmReason1=rm_reason1 rmReason2=rm_reason2 removeCrmReasons setIsClientEnrolledInCmToTrue setIsClientEnrolledInCmToFalse updateWhyNotEnrolledInCm whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo setIsClientEnrolledInRmToTrue setIsClientEnrolledInRmToFalse updateWhyNotEnrolledInRm whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo updateIntakeInfo intakeText=intake_text intakeDetail=intake_detail deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard !grp:Name:name_display !grp:Demographics:gender,date_of_birth !grp:Cell number:cell_number !grp:Email address:email_address !grp:Address:home_address_city,home_address_country,home_address_lat,home_address_line1,home_address_line2,home_address_long,home_address_state,home_address_zip,home_phone_number,mailing_address_city,mailing_address_country,mailing_address_lat,mailing_address_line1,mailing_address_line2,mailing_address_long,mailing_address_state,mailing_address_zip !act:name_display:putName:pencil-alt=>/my_clients/view/$uid/ACTION_putName !act:gender:putGender:pencil-alt=>/my_clients/view/$uid/ACTION_putGender !act:date_of_birth:putDateOfBirth:pencil-alt=>/my_clients/view/$uid/ACTION_putDateOfBirth !act:mailing_address_zip:updateAddress:pencil-alt=>/my_clients/view/$uid/ACTION_updateAddress 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=>/pro_access/view/UID add_new:client_pro_access=>/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 allyProUid:record:pro:uid,name_display title effectiveDateEST:date effectiveTime:time reason1 reason2 reason3 reason3Plus serviceLocation category contentText contentDetail care_months id=care_month.client_id=>/care_months/view/UID add_new:care_month clientUid:hidden=uid startMonth:number startYear:number 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,=,$pro_id:all bills id=bill.client_id=>/bills/view/UID related_transactions id=pro_transaction.client_id=>/transactions/view/UID action_items id=action_item.client_id=>/action_items/view/UID add_new:action_item clientUid:hidden=uid prescriberProUid:record:pro:uid,name_display toFacilityUid:record:facility:uid,name contentText contentDetail erx id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID add_new:action_item clientUid:hidden=uid prescriberProUid:record:pro:uid,name_display toFacilityUid:record:facility:uid,name contentText contentDetail mcp_updates id=client_mcp_update.client_id ally_updates id=client_ally_update.client_id audit_log notes|note|view|icon:file-alt !inc:effective_dateest,client_id,hcp_pro_id,ally_pro_id,reasons,is_signed_by_ally,is_signed_by_hcp,billed !qry:pros:SELECT id, name_display FROM pro !qry:clients:SELECT id, name_display FROM client !qry:reasons:SELECT id, concat(reason1,reason2) as result FROM note !col:effective_dateest:Date !col:client_id:Client:~clients:name_display:id,=,$client_id:all !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all !col:ally_pro_id:Ally:~pros:name_display:id,=,$ally_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_ally:Ally Signed? !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:number sections id=section.note_id !inc:content_data,summary_html audit_log 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 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 putReasons reason1 reason2 reason3 reason3Plus 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 !grp:Care Month Details:id,created_at,type,uid,cm_reason1,cm_reason2,cm_total_time_in_seconds,cm_total_time_in_seconds_by_cm_pro,cm_total_time_in_seconds_by_mcp,has_mcp_done_em_visit,is_client_enrolled_in_cm,is_client_enrolled_in_rm,is_cm_canceled_this_month,is_rm_canceled_this_month,is_tm_this_month,rm_reason1,rm_reason2,rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rme_pro,rm_total_time_in_seconds_by_rmm_pro,start_date,why_is_cm_canceled_this_month,why_is_rm_canceled_this_month,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo,created_by_session_id,client_id,cm_bill_id,cm_pro_id,mcp_pro_id,rm_bill_id,rme_pro_id,rmm_pro_id # :: need remove cm_time_entries id=care_month_entry.care_month_id,cm_or_rm='CM' !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:number isTimeSpecific:bool startingTime:time endingTime:time contentText contentDetail # :: need remove rm_time_entries id=care_month_entry.care_month_id,cm_or_rm='RM' add_new:care_month_entry:createForRm careMonthUid:hidden=uid proUid:record:pro:uid,name_display effectiveDate:date timeInSeconds:number isTimeSpecific:bool startingTime:time endingTime:time contentText contentDetail 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 timeInSeconds isTimeSpecific:bool startingTime endingTime SUB dashboard bills|bill|view|icon:file-invoice-dollar bills/view/{uid} ACTIONS payHcpAmount hcpPaymentAmount:number payHcpDifferentAmount differentHcpPaymentAmount:number payCmDifferentAmount differentCmPaymentAmount:number payRmeDifferentAmount differentRmePaymentAmount:number payRmmDifferentAmount differentRmmPaymentAmount:number signAsHcp markSubmitted markCancelled putCollectedAmount collectedAmount SUB dashboard transactions id=pro_transaction.bill_id audit_log transactions|pro_transaction|icon:exchange-alt 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 pro_access|client_pro_access|view|icon:arrow-alt-circle-right pro_access/view/{uid} ACTIONS updateReason reasonCategory=reason_category reasonDetail=reason_detail deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo SUB dashboard !grp:Bill Details:id,created_at,type,uid,bill_service_type,cm_expected_payment_amount,cm_or_rm,cm_payment_amount,code,collected_amount,effective_date,has_cm_been_paid,has_hcp_been_paid,has_rme_been_paid,has_rmm_been_paid,hcp_expected_payment_amount,hcp_payment_amount,is_cancelled,is_signed_by_cm,is_signed_by_hcp,is_signed_by_rme,is_signed_by_rmm,is_submitted,marked_cancelled_at,marked_submitted_at,modifier,number_of_units,reason1,reason2,reason3,reason3plus,rme_expected_payment_amount,rme_payment_amount,rmm_expected_payment_amount,rmm_payment_amount,service_location,signed_by_cm_at,signed_by_hcp_at,signed_by_rme_at,signed_by_rmm_at,created_by_session_id,care_month_id,client_id,cm_payment_pro_transaction_id,cm_pro_id,hcp_payment_pro_transaction_id,hcp_pro_id,marked_cancelled_by_session_id,marked_submitted_by_session_id,note_id,note_ally_id,rme_payment_pro_transaction_id,rme_pro_id,rmm_payment_pro_transaction_id,rmm_pro_id,signed_by_cm_session_id,signed_by_hcp_session_id,signed_by_rme_session_id,signed_by_rmm_session_id mcp_updates|client_mcp_update|icon:user-edit ally_updates|client_ally_update|icon:user-edit # audit_log :: coming soon ADMIN # admin_dashboard facilities|facility|view|icon:temperature-low facilities/add_new:create facilities/view/{uid} ACTIONS updateBasic name=name addressFull=address_full addressLine1=address_line1 addressLine2=address_line2 addressCity=address_city addressState=address_state addressZip=address_zip addressCountry=address_country addressGeoLat=address_geo_lat addressGeoLong=address_geo_long phone=phone fax=fax hours=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 col:name_display name_first name_last pros/add_new:create cellNumber:tel emailAddress:email nameDisplay namePrefix nameFirst nameMiddle nameLast nameSuffix nameCredential isHcp:bool hcpNpi previousProfessionCategory currentProfessionCategory pros/view/{uid} ACTIONS sendCellNumberConfirmationMessage confirmCellNumberWithConfirmationToken cellNumber:tel=cell_number token putNewCellNumber newCellNumber:tel=cell_number confirmEmailAddressWithConfirmationToken emailAddress:email=email_address token putNewEmailAddress newEmailAddress:email=email_address updateName nameDisplay namePrefix nameFirst nameMiddle nameLast nameSuffix nameCredential updateProfession isHcp:bool hcpNpi previousProfessionCategory currentProfessionCategory hcpCategory hcpSubcategory updateEnrolledHcpInfo enrolledHcpCategory enrolledHcpSubcategory enrolledHcpNpi putProfilePicture profilePictureBase64 updatePhoneInfo homePhoneNumber workPhoneNumber supporterPhoneNumber supporterMemo phoneNumbersMemo updateAddress mailingAddressLine1 mailingAddressLine2 mailingAddressCity mailingAddressState mailingAddressCountry mailingAddressZip mailingAddressLat mailingAddressLong homeAddressLine1 homeAddressLine2 homeAddressCity homeAddressState homeAddressCountry homeAddressZip homeAddressLat homeAddressLong updatePaymentProcessingDetail paymentProcessingDetail uploadDriverLicense driverLicenseFilePath updateDriverLicenseInfo driverLicenseState driverLicenseIssueDate driverLicenseExpirationDate updateSsn ssn # new actions from ProService.java sendEmailAddressConfirmationMessage setIsHcpToTrue setIsHcpToFalse setIsEnrolledAsHcpToTrue setIsEnrolledAsHcpToFalse setIsEnrolledAsMcpToTrue setIsEnrolledAsMcpToFalse removeProfilePicture updateW9Detail w9Detail updateSignedContractPdf signedContractPdf setIsPaymentProcessingDetailCompleteToTrue setIsPaymentProcessingDetailCompleteToFalse setIsDriverLicenseCompleteToTrue setIsDriverLicenseCompleteToFalse setIsSsnCompleteToTrue setIsSsnCompleteToFalse SUB dashboard my_payment_schedule id=pro_rate.pro_id=>/pro_rates/view/UID !inc:@uid,code,amount,responsibility add_new:pro_rate:create proUid:hidden=uid responsibility:select:HCP,NA,CM,RME,RMM code:select:CM20,CM30_HCP,CM60,CM90,RM1,RM20,RM30,RM60 amount:number clients pro_access mcp_updates ally_updates erx action_items care_months care_month_entries notes bills pro_transactions lobby_pros id=lobby_pro.pro_id=>/lobby_pros/view/UID add_new:lobby_pro proUid:hidden=uid lobbyUid:record:lobby:uid,name sessions audit_log pro_rates|pro_rate|view|icon:funnel-dollar pro_rates/view/{uid} ACTIONS updateAmount newAmount:number=amount SUB dashboard lobbies|lobby|add|view|icon:hospital lobbies/add_new:create name urlSlug isStrangerAccessible:boolean isClientAccessible:boolean lobbies/view/{uid} ACTIONS putName name putUrlSlug urlSlug setIsStrangerAccessibleToTrue setIsStrangerAccessibleToFalse setIsClientAccessibleToTrue setIsClientAccessibleToFalse SUB dashboard lobby_pros id=lobby_pro.lobby_id=>/lobby_pros/view/UID add_new:lobby_pro lobbyUid:hidden=uid proUid:record:pro:uid,name_display meetings id=meeting.lobby_id=>/meetings/view/UID meetings|meeting|add|view|icon:handshake meetings/add_new:meetings:createAsProPerformer lobbyUid:record:lobby:uid,name targetLobbyProUid:record:lobby_pro:uid,uid title name pictureBase64 meetings/view/{uid} ACTIONS putLobby lobbyUid:record:lobby:uid,name putTargetLobbyPro lobbyUid:record:lobby_pro:uid,name putTitle title putStrangerInfo strangerFirstName strangerLastName strangerDob:date strangerMcn isStrangerMcnPpb:boolean strangerMcnDetail strangerSsn strangerDetail putMeetingNumber SUB dashboard meeting_participants id=meeting_participant.meeting_id=>/meeting_participants/view/UID add_new:meeting_participant:createForPro meetingUid:hidden=uid proUid:record:pro:uid,name_display name pictureBase64 meeting_invitations id=meeting_invitation.meeting_id=>/meeting_invitations/view/UID add_new:meeting_invitation meetingUid:hidden=uid smsOrEmail:select:SMS,EMAIL toSms toEmail toName meeting_rings id=meeting_ring.meeting_id=>/meeting_rings/view/UID meeting_knocks id=meeting_knock.meeting_id=>/meeting_knocks/view/UID meeting_messages id=meeting_message.meeting_id=>/meeting_messages/view/UID meeting_participants|meeting_participant|view|icon:user meeting_participants/view/{uid} SUB dashboard meeting_invitations|meeting_invitation|view|icon:envelope meeting_invitations/view/{uid} ACTIONS cancel memo SUB dashboard meeting_rings|meeting_ring|view|icon:phone meeting_rings/view/{uid} SUB dashboard meeting_knocks|meeting_knock|view|icon:door-closed meeting_knocks/view/{uid} SUB dashboard meeting_messages|meeting_message|view|icon:comments meeting_message/view/{uid} SUB dashboard section_templates|section_template|add|icon:user-md !inc:@title,internal_name section_templates/add_new:create title internalName