todo-12-18-2020.txt 13 KB

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  1. dev.hr.leadershiphealth.org
  2. @Josh
  3. https://dev.pro.leadershiphealth.org/confirm_password
  4. This is terrible. "Confirm password" is not a thing!
  5. Change to simply:
  6. Hello, Sal! (okay because they have authenticated their token anyway).
  7. Please enter your password to continue.
  8. Also, change URL to NEVER EVER have underscores ever.
  9. @Aftab->Samson
  10. design better according to proper layout of design theme overall that is needed.
  11. @Josh
  12. On this "confirm password" page which you rename to just "password"
  13. what if they don't remember their password? They need to be able to reset their password.
  14. Or they need some help text to know what to do!
  15. / (HOMEPAGE)
  16. @Sal @Aftab
  17. * modify text and layout, make it look better / different than DialMD.com
  18. /confirm-auth-token
  19. @Samson
  20. * still says "DialMD.com HR"
  21. @Sal/Aftab
  22. * add better text / layout to confirm token
  23. @Samson
  24. * show the number against which they are getting the token:
  25. We sent a token to your number: 888-888-888
  26. Didn't get token? Resend.
  27. Send to a different number.
  28. *** FEATURE: Call me with this number.
  29. /pro-details
  30. @Josh
  31. * modify this URL to "account-setup"
  32. @Sal
  33. * proper welcome paragraph
  34. @Aftab
  35. * better layout
  36. @Josh
  37. *** email address is not verified... later they should be asked to verify their email.
  38. !!!!!!! BIG PROBLEM.
  39. Email address is already in use.
  40. Do not ever show them other users. Privacy problem.
  41. Just accept the email quietly and LATER ask them to verify their email address.
  42. This is when the true owner of the email can get upset or not.
  43. "Hey, someone asked to use your email. Was this you? You're already a pro."
  44. *** send them a welcome email now that they have created an account here.
  45. *** send them a confirmation text.
  46. /set_security_questions
  47. @Vijay
  48. * modify this URL to not have underscore
  49. @Aftab
  50. * needs better layout
  51. @Vijay
  52. * add more security questions, including "write your own"
  53. / (LOGGED IN!)
  54. @Aftab @Sal
  55. * needs proper layout
  56. * "Login to credo" does not make sense... it needs to be explicitly clear to someone that this is their HR portal.
  57. @Josh
  58. * ??? @Vijay has modified this page to support updating profile...
  59. ??? Nobody has yet supported self-changing password - @Josh please do it. -> then assign to @Vijay to style.
  60. ---------------------------------------------------------------------------------------------------------------
  61. @Josh
  62. dev.credentialing.leadershiphealth.org *****PROBLEM::: FIX URL to this, not scholarhealth!
  63. @Aftab
  64. layout is off - no need for top nav if only one "HOME" for example.
  65. Logo
  66. Top Navbar
  67. /welcome
  68. @Samson
  69. * welcome screen is off. Mimic DialMD welcome. -> Assign to Sal to modify slightly.
  70. /basic-info
  71. @Samson - don't create weird variables / call them as objects.
  72. * BROKEN - BLOCKED
  73. /profession
  74. * Should be defaulted to a simple screen:
  75. @Samson - Don't default to anything!
  76. Are you a healthcare professional?
  77. [Yes] [No]
  78. If(Yes)
  79. @Muhammad - give Samson all the types
  80. What type:
  81. [Physician]
  82. [Physician Assistant]
  83. [Nurse Practitioner]
  84. [Registered Dietitian]
  85. etc.
  86. If(No)
  87. ...
  88. * Needs conditional display of non-hcp fields.
  89. ---@Sal verify that we have all fields needed.
  90. /hours-of-availability
  91. @Samson
  92. * Please tell us about your general hours of availability. This is a free text field so that you can get as specific as you want with regards to availability. This helps your onboarding specialist connect you with the correct patient panel that fits your schedule.
  93. @Samson
  94. *** MODIFY THIS TEXT to not say "correct patient panel" unless they are a healtchare pro. It should instead then say "a position that appropriately fits your schedule."
  95. /webcam-check
  96. @Josh/Samson
  97. 100% Mimic the DialMD page 100% even with same Wistia video embedded. We will later swap videos.
  98. * introduce same welcome paragraph and welcome video for LeadershipHealth HR at the top.
  99. @TODO Get a video made.
  100. * don't provide a submit button unless it is truly submittable.
  101. * this page seems extremely buggy - please fix it - don't let a button spin etc. unless video.
  102. @Josh
  103. /resume
  104. * BROKEN! BLOCKED! Does not work.
  105. @Josh/Vijay...> let them view it once uploaded.
  106. If MSWord -> convert to PDF and show.
  107. ---------------------------------------------------------------------------------------------------------------
  108. AGENT view of Credo
  109. @Josh
  110. * IID needs to be fixed, only need 3 letters + 3 digits.
  111. @Samson, change all web routes from uid to iid for prettier URLs
  112. / (HOME DASHBOARD)
  113. @Muhammad
  114. * TODO There is nothing here right now. What are the vital statistics?
  115. /agents
  116. @Muhammad
  117. What columns need to go here?
  118. TODO @Muhammad, systematically document EVERY THING that needs to be fixed / changed.
  119. @Samson
  120. !!! /settings APPROVAL is HTML vomit. Style as a separate card.
  121. - It needs to be "professional_status: APPLIED, ONBOARDING, ONBOARDED, CANCELED" not just 'approved'
  122. - ALSO, we need other things depending on whether or not they are an HCP.
  123. @Samson (Josh help)
  124. https://dev.credentialing.scholarhealth.com/pro/view/welcome accessible despite status != applied...
  125. create middleware to block old URLs for when they were in application mode.
  126. Someone can't say they are not an HCP, we approve them and give them a contract,
  127. THEN on their dashboard they change their "profession" section to say they are an HCP,
  128. and because they're already approved they end up seeing all the stuff an approved HCP sees.
  129. @Samson
  130. !!! AGENTS NEED ALL DATA REGARDING welcome to webcam-check etc. steps on professional single record page.
  131. Only then they know whether to approve or not.
  132. @Josh
  133. @@@ We need an entity for agents to document phone calls and memos.
  134. @@@ We should connect Twilio for agents so that all calls are recorded and playable.
  135. @@@ Add click to dial for agents.
  136. @@@ Add click to email candidate.
  137. ---------------------------------------------------------------------------------------------------------------
  138. ON PROFESSIONAL SIDE @CREDO
  139. @@@ TODO::: There needs to be a EXTREMELY CLEAR focus towards the user 100% following the flow for onboarding.
  140. @Muhammad/Sal -> Aftab
  141. Right now, we have way too much stuff everywhere.
  142. It needs to be a wizars:
  143. 1. Basic Information
  144. 2. Resume
  145. 3. Offer Letter
  146. ! ABC
  147. 4. Etc.
  148. With a list of pending problems scoped within that numbered point.
  149. That way we can tell them clearly: "You have a problem on Step 3."
  150. ***NOTE***
  151. UI needs to be optimized for the idea that they will have ONE contract. But if they have more than 1, it's fine, just show a list of their contracts and then they can choose which to view just like any single-record page.
  152. @Josh...
  153. make it simple to add pro_rate to pros on FE like this...
  154. RM20
  155. MCP 10
  156. RMM 15
  157. RME 30
  158. ---------------------------------------------------------------------------------------------------------------
  159. @Samson
  160. Contracts can be PENDING, COMPLETED, CANCELED.
  161. @Samson - each contract has multiple signable documents.
  162. !!! IMPORTANTLY, the Offer Letter / Legal Contract / NDA / whatever need better statuses.
  163. Not YES/NO but instead PENDING, SENT, SIGNED, CANCELED
  164. @Muhammad->Samson
  165. !!! IMPORTANTLY, they need to go to DIFFERENT VIEWS depending on if they're an HCP or not.
  166. For example, only HCP needs to worry about most sections like:
  167. Self Malpractice
  168. State Licenses
  169. Etc.
  170. Non-HCP needs to focus on just contract document signing.
  171. -------------------------------------------------------------------------------------------------------------------
  172. @Josh
  173. @@@ Change "My Apps" label on Credo to "Exit" which takes you out of Credo and back to Stag.
  174. @Samson
  175. * Exit from this app rather than log out from the entire system.
  176. -------------------------------------------------------------------------------------------------------------------
  177. @Josh/Vijay for pro
  178. ADMIN PORTAL: profileImageFile:must not be null
  179. -------------------------------------------------------------------------------------------------------------------
  180. https://dev.leadershiphealth.org/pro/sal-test
  181. @Sal
  182. * Update text to something more decent.
  183. COVID-19 is a problem.
  184. Here is some important stuff to get set up.
  185. *** Watch this video.
  186. Susan Lee -> Dynamic name. & profile picture.
  187. @Josh - !!! PRIVACY ISSUE !!!
  188. * @You are already registered. Please login. !!! WRONG !!!
  189. DONKEY SYSTEM. Send them an email telling them "Hey you already have an account."
  190. @Josh
  191. * Prevent +x@gmail.com emails in production.
  192. @Josh
  193. * Email for "Welcome" -> is terrible. Also, uses the wrong URL.
  194. https://fe6.endochannel.com/confirm-email/B6g6IqTD2iQP
  195. What is the correct domain? dev.leadershiphealth.org
  196. @Aftab
  197. HTML of the welcome email
  198. -------------------------------------------------------------------------------------------------------------------
  199. https://dev.leadershiphealth.org/my-dashboard
  200. @Sal
  201. * Show the face of who you are signing up with and what you are signing up for. (show "cart" while checkout)
  202. "You're minutes away from seeing ___ and getting a free COVID-19 safety kit."
  203. @Josh
  204. * AJAX DIES QUIETLY when I enter 999999999A... no ui feedback.
  205. @Aftab
  206. * When I enter 333333333A, this screen: You are eligible! This is address we have on file from Medicare:
  207. @Aftab
  208. Needs to be better thought out layout. "You're eligible. Here's the address on file."
  209. @Aftab
  210. * Logout button looks like it's the "Next Step" icon...
  211. @Josh
  212. * BLOCKER!!!!!!!!! [Proceed to Next Step] does not work.
  213. * Have to refresh the screen and then it works. This is bad!
  214. @Vijay/Peter
  215. https://dev.leadershiphealth.org/my-dashboard
  216. Change top navbar and "My Chart" you are already in!
  217. Layout needs to change, with "Back to Website" link at top which takes you to standard leadershiphealth.org info site.
  218. @Vijay
  219. * SECURITY ISSUE!!!!!!!!!!! Why are we seeing Muhammad Amin ???
  220. THIS ENTIRE SCREEN IS BAD - There is an update isn't there?
  221. **** TERRIBLE: Why is there a "http://localhost:8004/client/checkin?checkInToken=W7JRO4DU"
  222. with [Start Video Call] button ???
  223. At the account level. Where does this checkIn token even come from?
  224. Which chart is it for?
  225. !!! You are currently in "MY ACCOUNT" context. You're not in "MY CHART" context for a particular patient.
  226. @Peter
  227. ***** We need to make it explicitly clear at all times which single record chart you are involved with.
  228. @Vijay
  229. IF YOU have entered a valid patient record - and if that chart is already on an account, an ADMIN pro has to grant access on that "account_chart" entity.
  230. !!! BOTTOM LINE: if you enter a valid MCN on an account, and that MCN is already linked to another account,
  231. IT'S OKAY still create a account_chart record but flag it as "PENDING" and only an ADMIN type pro can release it. This could be someone fishing. ONLY THE FIRST PERSON who enters a valid MCN is auto-granted access to the patient.
  232. @@@ This is crucial because in very near future, we will give evey CHART a patient view with measurements etc.
  233. -------------------------------------------------------------------------------------------------------------------
  234. @Josh
  235. @BLOCKED!!! https://dev.leadershiphealth.org/logout is broken from the log-out on FE6.
  236. -------------------------------------------------------------------------------------------------------------------
  237. @Josh
  238. https://hcp.endochannel.com/mc all these endochannel and scholarhealth links need to be removed.
  239. -------------------------------------------------------------------------------------------------------------------
  240. !!! https://dev.manager.leadershiphealth.org/patients/pending-onboarding
  241. @@@ SECURITY PROBLEM:::
  242. "You are assigned as the care manager." This isn't true.
  243. @Vijay
  244. Change to RMM || RME || MCP
  245. -------------------------------------------------------------------------------------------------------------------
  246. @Peter
  247. @@@ "As on ..." -> "As of TIMESTAMP"
  248. https://dev.manager.leadershiphealth.org/patients/view/308cc79e-3668-4c66-8efc-c05d22a6048b/health
  249. -------------------------------------------------------------------------------------------------------------------
  250. @Vijay
  251. https://dev.manager.leadershiphealth.org/index.html
  252. Search takes you to this which is broken.
  253. -------------------------------------------------------------------------------------------------------------------