CLIENT: SOURCE: Memo: Timestamp: Detail: Pro? Client? Organization: {FACILITY} Source data: ..... Is duplicate? FALSE INTAKE: Text: Detail: DEMOGRAPHICS: Name: Prefix: First: Middle: Last: Suffix: Nickname: Maiden: Previous: DOB: SYTEM: Age in Years: Sex: Gender identity: Sexual orientation: Sexually active: Marital status: Spouse: {RELATIONSHIP} Responsible party: Is someone else the responsible party? if(isResponsiblePartySomeoneElse){ {RELATIONSHIP} } Emergency contact: {RELATIONSHIP} PHONE: Home: Mobile: Work: Memo: EMAIL: Personal: 1. 2. Work: 1. 2. REMINDERS VIA: Email: Text: Phone: ADDRESS: Is home same as mailing address? Home: ... Mailing: ... Has secondary address? Is home same as mailing address? Home: ... Mailing: ... Family: Mother: {RELATIONSHIP} Father: {RELATIONSHIP} # siblings: Birth order: Multiple birth member? Relationships: foreach({RELATIONSHIP}) Citizenships: Education: Birth place: Birth state: Birth city: Nationality: Religious affiliation: Religious Organization: {FACILITY} Special diet? Category: Memo: Preferred language: Other languages: English level: Driver license: [State] [Number...] Is hispanic? Is black/AA? Ethnicities: Race: Specific races: Is deceased? Date/time of death: Cause of death: PHARMACY: [STRING] Facility record: {FACILITY} SSN: MCN: MCN: SSN: First name: Last name: DOB: Part B primary? Hospice? Response data: Billing address: Reason not Part B: Memo: Medicare Advantage? Plan: MCP: {PRO} Has MCP done onboarding visit? if(yes) MCP onboarding visit date: MCP onboarding visit note: Is MCP onboarding visit note outside system? Reason: MCP ONBOARDING PRO: // if(!has_mcp_done_onboarding_visit) { Is MCP onboarding active? // ONLY MAKES SENSE if !onboardingVisit Why is MCP onboarding not active? [category] Memo: Next onboarding attempt date/time: [DATE] [TIME] MCP Onboarding Pro: {PRO} Decision to accept/reject assignment? At: (SYSTEM) # of MCP onboarding phone calls: # of MCP onboarding in-person visits: Attempts: (SEELCT * FROM interaction WEHRE purpsoe = "mcp_onbaoaridng") Date | Pro | Outcome | Memo | Geostamp Dietitian: RD: {rdPro} Eligible for MNT? Number of MNT hours left this calendar year: {0.5} CCM: Care Manager: {PRO} Eligible? if(not) Reason: Enrolled? Consent method: Memo: if(not) Why not enrolled? Memo: CCM Chronic Diagnoses: 1. {cmReason1} 2. {cmReason2} RM: RME: {rmePro} // manages equipment RMM: {rmmPro} // bills time each month Eligible? if(not) Reason: Enrolled? Consent method: Memo: if(not) Why not enrolled? Memo: Focus areas: 1. 2. EQUIPMENT: Awaiting setup? What equipment: Setup completed? What equipment: Service needed? What equipment: WEBCAM: Has webcam device? Device type: Patient portal: Username: Password: if(set) *** else Password not set. Currently in meeting? if(yes) Meeting: {MEETING}