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_first,gender_identity,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:gender_identity:Gender 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 namePrefix nameFirst nameMiddle nameLast nameSuffix nameCredential genderIdentity:select:M,F dateOfBirth:date cellNumber:tel emailAddress:email medicareNumber my_clients/view/{uid} ACTIONS sendCellNumberConfirmationMessage confirmCellNumberWithConfirmationToken cellNumber token putNewCellNumber newCellNumber:tel=cell_number putNewEmailAddress newEmailAddress:email sendEmailAddressConfirmationMessage confirmEmailAddressWithConfirmationToken emailAddress token deactivate memo updateDeactivationMemo memo=deactivation_memo reactivate memo updateReactivationMemo memo=reactivation_memo editSource source sourceMemo sourceAt:date sourceDetail 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 nameFirst nameMiddle nameLast nameSuffix nameCredential nameNickname nameMaiden namePrevious editDemographics dob:date ageInYears:number sex:select:M,F genderIdentity sexualOrientation isSexuallyActive:select:YES,NO,UKNOWN sexuallyActiveMemo maritalStatus editSpouse spouseRelationshipUid editIntakeDetails intakeText intakeDetail editResponsibleParty isResponsiblePartySomeoneElse responsiblePartyRelationshipUid editEmergencyRelationship emergencyRelationshipUid editFamilyInfo motherRelationshipUid motherMaidenName fatherRelationshipUid numberOfSiblings birthOrder isMultipleBirthMember editContactDetails phoneHome phoneMobile phoneWork phoneMemo emailPersonalPrimary emailPersonalSecondary emailWorkPrimary emailWorkSecondary sendRemindersByEmail:select:YES,NO,UKNOWN sendRemindersByText:select:YES,NO,UNKNOWN sendRemindersByPhone:select:YES,NO,UNKNOWN editAddress isSameAddressForHomeAndMailing:select:YES,NO,UNKNOWN homeAddressLine1 homeAddressLine2 homeAddressCity homeAddressState homeAddressZip homeAddressGeoLat:number homeAddressGeoLong:number mailingAddressLine1 mailingAddressLine2 mailingAddressCity mailingAddressState mailingAddressZip mailingAddressGeoLat:number mailingAddressGeoLong:number hasSecondaryAddress:select:YES,NO,UNKNOWN reasonForSecondaryAddress whenIsClientAtSecondaryAddress isSameSecondaryAddressForHomeAndMailing:select:YES,NO,UNKNOWN secondaryHomeAddressLine1 secondaryHomeAddressLine2 secondaryHomeAddressCity secondaryHomeAddressState secondaryHomeAddressZip secondaryHomeAddressGeoLat:number secondaryHomeAddressGeoLong:number secondaryMailingAddressLine1 secondaryMailingAddressLine2 secondaryMailingAddressCity secondaryMailingAddressState secondaryMailingAddressZip secondaryMailingAddressGeoLat:number secondaryMailingAddressGeoLong:number editMiscDemographics citizenships education birthCountry birthState birthCity nationality religiousAffiliation religiousFacilityUid isOnSpecialDiet:select:YES,NO,UNKNOWN specialDietCategory specialDietMemo preferredLanguage otherLanguages englishLevel driverLicenseState driverLicenseNumber isHispanic:select:YES,NO,UNKNOWN isBlackOrAA:select:YES,NO,UNKNOWN ethnicities race specificRaces setIsDeceasedToTrue dateOfDeath:date timeOfDeath:time causeOfDeath setIsDeceasedToFalse editPharmacy pharmacy pharmacyFacilityUid editSsn ssn putMcn mcn mcnNameFirst mcnNameLast mcnDob mcnSsn removeMcn updateWebcamInfo EnumType.STRING) hasWebcamDevice webcamDevice putMcp mcpProUid removeMcp updateMcpOnboardingVisitInfo hasMcpDoneOnboardingVisit mcpOnboardingVisitDate mcpOnboardingVisitNoteUid reasonOnboardingVisitNoteOutsideSystem updateMcpOnboardingActiveInfo isMcpOnboardingActive whyIsMcpOnboardingNotActiveCategory whyIsMcpOnboardingNotActiveMemo putMcpOnboardingPro mcpOnboardingProUid removeMcpOnboardingPro acceptAssignmentAsMcpOnboardingPro mcpOnboardingProDecisionMemo rejectAssignmentAsMcpOnboardingPro mcpOnboardingProDecisionMemo updateMcpOnboardingProDecisionMemo mcpOnboardingProDecisionMemo updateMcpOnboardingStrategy EnumType.STRING) mcpOnboardingStrategy updateNextMcpOnboardingAttempt nextMcpOnboardingAttemptDateEst nextMcpOnboardingAttemptTimeEst putCmPro cmProUid removeCmPro putRmePro rmeProUid removeRmePro putRmmPro rmmProUid removeRmmPro putRdPro rdProUid removeRdPro updateMntEligibility isEligibleForMnt:select:YES,NO,UNKNOWN numberOfMntHoursLeftThisYear:number updateCmEligibility isEligibleForCm:select:YES:NO:UNKNOWN whyNotEligibleForCmCategory whyNotEligibleForCmMemo setIsEnrolledInCmToFalse whyNotEnrolledInCmCategory whyNotEnrolledInCmMemo setIsEnrolledInCmToTrue cmEnrollmentConsentMethod cmEnrollmentConsentMethodMemo cmReason1 cmReason2 updateCmReasons cmReason1 cmReason2 updateCmEnrollmentConsentInfo cmEnrollmentConsentMethod cmEnrollmentConsentMethodMemo updateWhyNotEnrolledInCm whyNotEnrolledInCmCategory whyNotEnrolledInCmMemo updateRmEligibility isEligibleForRm:select:YES:NO:UNKNOWN whyNotEligibleForRmCategory whyNotEligibleForRmMemo setIsEnrolledInRmToFalse whyNotEnrolledInRmCategory whyNotEnrolledInRmMemo setIsEnrolledInRmToTrue rmReason1 rmReason2 updateRmReasons rmReason1 rmReason2 updateWhyNotEnrolledInRm whyNotEnrolledInRmCategory whyNotEnrolledInRmMemo updateEquipmentInfo isEquipmentAwaitingSetup:select:YES,NO,UNKNOWN:is_equipment_awaiting_setup whatEquipmentIsAwaitingSetup isEquipmentSetupCompleted:select:YES,NO,UNKNOWN whatEquipmentSetupIsCompleted:what_equipment_setup_is_completed isEquipmentServiceNeeded:select:YES,NO,UNKNOWN whatEquipmentServiceIsNeeded SUB dashboard !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:pencil-alt=>/my_clients/view/$uid/ACTION_editSource !grp:Duplicate:is_duplicate,duplicate_of_client_id !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:pencil-alt=>/my_clients/view/$uid/ACTION_editName !grp:Demographics:dob,age_in_years,sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:pencil-alt=>/my_clients/view/$uid/ACTION_editDemographics !grp:Spouse:spouse_relationship_id:Edit spouse:pencil-alt=>/my_clients/view/$uid/ACTION_editSpouse !grp:Intake:intake_text,intake_detail:Edit intake details:pencil-alt=>/my_clients/view/$uid/ACTION_editIntakeDetails !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:pencil-alt=>/my_clients/view/$uid/ACTION_editResponsibleParty !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:pencil-alt=>/my_clients/view/$uid/ACTION_editEmergencyRelationship !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:pencil-alt=>/my_clients/view/$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:pencil-alt=>/my_clients/view/$uid/ACTION_editContactDetails !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:pencil-alt=>/my_clients/view/$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:pencil-alt=>/my_clients/view/$uid/ACTION_putNewEmailAddress !grp:Credentials:username !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:pencil-alt=>/my_clients/view/$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:pencil-alt=>/my_clients/view/$uid/ACTION_editMiscDemographics !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:pencil-alt=>/my_clients/view/$uid/ACTION_editPharmacy !grp:SSN:ssn:Edit SSN:pencil-alt=>/my_clients/view/$uid/ACTION_editSsn !grp:MCN:mcn,mcn_name_first,mcn_name_last,mcn_dob,mcn_ssn,mcn_address,is_partbprimary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan:Put MSN:pencil-alt=>/my_clients/view/$uid/ACTION_putMsn !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:pencil-alt=>/my_clients/view/$uid/ACTION_updateWebcamInfo !grp:MCP:mcp_pro_id:Put MCP:pencil-alt=>/my_clients/view/$uid/ACTION_putMcp !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:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo:Update MCP Onboarding Visit Info:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits:Update MCP Onboarding Active Info:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:pencil-alt=>/my_clients/view/$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:pencil-alt=>/my_clients/view/$uid/ACTION_updateCmEligibility !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:pencil-alt=>/my_clients/view/$uid/ACTION_updateRmEligibility !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:pencil-alt=>/my_clients/view/$uid/ACTION_updateEquipmentInfo !act:is_duplicate:setIsDupicateToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDuplicateToTrue !act:is_duplicate:setIsDupicateToFalse:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDuplicateToFalse !act:is_deceased:setIsDeseasedToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDeceasedToTrue !act:is_deceased:setIsDeseasedToFalse:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDeceasedToFalse !act:cell_number:sendCellNumberConfirmationMessage:pencil-alt=>/my_clients/view/$uid/ACTION_sendCellNumberConfirmationMessage !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:pencil-alt=>/my_clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken !act:email_address:sendEmailAddressConfirmationMessage:pencil-alt=>/my_clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage !act:email_address:confirmEmailAddressWithConfirmationToken:pencil-alt=>/my_clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken !act:mcn:removeMcn:pencil-alt=>/my_clients/view/$uid/ACTION_removeMcn !act:mcp_pro_id:putMcp:pencil-alt=>/my_clients/view/$uid/ACTION_putMcp !act:mcp_pro_id:removeMcp:pencil-alt=>/my_clients/view/$uid/ACTION_removeMcp !act:mcp_onboarding_pro_id:putMcpOnboardingPro:pencil-alt=>/my_clients/view/$uid/ACTION_putMcpOnboardingPro !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:pencil-alt=>/my_clients/view/$uid/ACTION_removeMcpOnboardingPro !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:pencil-alt=>/my_clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:pencil-alt=>/my_clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo !act:mcp_onboarding_strategy:updateMcpOnboardingStrategy:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingStrategy !act:field_name:updateNextMcpOnboardingAttempt:pencil-alt=>/my_clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt !act:next_mcp_onboarding_attempt_date_est:putCmPro:pencil-alt=>/my_clients/view/$uid/ACTION_putCmPro !act:cm_pro_id:removeCmPro:pencil-alt=>/my_clients/view/$uid/ACTION_removeCmPro !act:rme_pro_id:putRmePro:pencil-alt=>/my_clients/view/$uid/ACTION_putRmePro !act:rme_pro_id:removeRmePro:pencil-alt=>/my_clients/view/$uid/ACTION_removeRmePro !act:rmm_pro_id:putRmmPro:pencil-alt=>/my_clients/view/$uid/ACTION_putRmmPro !act:rmm_pro_id:removeRmmPro:pencil-alt=>/my_clients/view/$uid/ACTION_removeRmmPro !act:rd_pro_id:putRdPro:pencil-alt=>/my_clients/view/$uid/ACTION_putRdPro !act:rd_pro_id:removeRdPro:pencil-alt=>/my_clients/view/$uid/ACTION_removeRdPro !act:eligible_for_mnt:updateMntEligibility:pencil-alt=>/my_clients/view/$uid/ACTION_updateMntEligibility !act:eligible_for_cm:updateCmEligibility:pencil-alt=>/my_clients/view/$uid/ACTION_updateCmEligibility !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:pencil-alt=>/my_clients/view/$uid/ACTION_setIsEnrolledInCmToFalse !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsEnrolledInCmToTrue !act:cm_reason1:updateCmReasons:pencil-alt=>/my_clients/view/$uid/ACTION_updateCmReasons !act:field_name:updateCmEnrollmentConsentInfo:pencil-alt=>/my_clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:pencil-alt=>/my_clients/view/$uid/ACTION_updateWhyNotEnrolledInCm !act:is_eligible_for_rm:updateRmEligibility:pencil-alt=>/my_clients/view/$uid/ACTION_updateRmEligibility !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:pencil-alt=>/my_clients/view/$uid/ACTION_setIsEnrolledInRmToFalse !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsEnrolledInRmToTrue !act:rm_reason1:updateRmReasons:pencil-alt=>/my_clients/view/$uid/ACTION_updateRmReasons !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:pencil-alt=>/my_clients/view/$uid/ACTION_updateWhyNotEnrolledInRm med_profile id=client_info_line.client_id=>/med_profiles/view/UID !inc:id,category,content_text,content_detail add_new:client_info_line=>/med_profile_lines/view/UID clientUid:hidden=uid category contentText contentDetail med_profile_log id=client_info_line_update.client_id=>/med_profiles/view/UID !inc:id,category,content_text,content_detail pro_access id=client_pro_access.client_id=>/pro_access/view/UID add_new:client_pro_access=>/pro_access/view/UID clientUid:hidden=uid proUid:record:pro:uid,name_display reasonCategory reasonMemo reasonDetail notes id=note.client_id=>/notes/view/UID !inc:uid,title add_new:note=>/notes/view/UID clientUid:hidden=uid hcpProUid:record:pro:uid,name_display allyProUid:record:pro:uid,name_display title effectiveDateEST:date effectiveTime:time reason1 reason2 reason3 reason3Plus serviceLocation category contentText contentDetail relationships id=relationship.client_id=>/relationships/view/UID !inc:name_first,name_middle,name_last,email_address add_new:relationship=>/relationships/view/UID clientUid:hidden=uid relationshipToClient relationshipMemo namePrefix nameFirst nameMiddle nameLast nameSuffix nameMaiden namePrevious organizationName phoneHome phoneMobile phoneWork phoneMemo homeAddress mailingAddress emailAddress isHispanic:select:YES,NO,UNKNOWN isBlackOrAA:select:YES,NO,UNKNOWN ethnicities race specificRaces preferredLanguage otherLanguages englishLevel contactClientUid:record:client:uid,name_first care_months id=care_month.client_id=>/care_months/view/UID add_new:care_month clientUid:hidden=uid startMonth:number startYear:number care_month_entries id=care_month_entry.client_id=>/care_month_entries/view/UID !qry:pros:SELECT id, name_display FROM pro !col:pro_id:Pro:~pros:name_display:id,=,$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 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 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|add|view|icon:temperature-low facilities/add_new:create name addressFull addressLine1 addressLine2 addressCity addressState addressZip addressCountry addressGeoLat:number addressGeoLong:number phone fax hours:number 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 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:number mailingAddressLong:number homeAddressLine1 homeAddressLine2 homeAddressCity homeAddressState homeAddressCountry homeAddressZip homeAddressLat:number homeAddressLong:number 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