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  1. PRO
  2. # dashboard
  3. my_payment_schedule|pro_rate:pro_id=OWN
  4. my_teams|team|add|view
  5. my_teams/add_new:create
  6. hcpProUid:record:pro:uid,name_display
  7. allyProUid:record:pro:uid,name_display
  8. teamNumber
  9. my_teams/view/{uid}
  10. ACTIONS
  11. updateTeamNumber
  12. teamNumber=team_number
  13. deactivate
  14. memo
  15. updateDeactivationMemo
  16. memo=deactivation_memo
  17. reactivate
  18. memo
  19. updateReactivationMemo
  20. memo=reactivation_memo
  21. SUB
  22. dashboard
  23. clients
  24. id=client.team_id=>/my_clients/view/UID
  25. add_new:client
  26. teamUid:hidden=uid
  27. nameDisplay
  28. namePrefix
  29. nameFirst
  30. nameMiddle
  31. nameLast
  32. nameSuffix
  33. nameCredential
  34. gender:select:M,F
  35. dateOfBirth:date
  36. cellNumber:tel
  37. emailAddress:email
  38. medicareNumber
  39. audit_log
  40. my_clients|client|add|view
  41. my_clients/add_new:create
  42. teamUid:record:team:uid,team_number
  43. mcpProUid:record:pro:uid,name_display
  44. allyProUid:record:pro:uid,name_display
  45. nameDisplay
  46. namePrefix
  47. nameFirst
  48. nameMiddle
  49. nameLast
  50. nameSuffix
  51. nameCredential
  52. gender:select:M,F
  53. dateOfBirth:date
  54. cellNumber:tel
  55. emailAddress:email
  56. medicareNumber
  57. my_clients/view/{uid}
  58. ACTIONS
  59. sendCellNumberConfirmationMessage
  60. putNewCellNumber
  61. newCellNumber:tel=cell_number
  62. sendEmailAddressConfirmationMessage
  63. putNewEmailAddress
  64. newEmailAddress:email=email_address
  65. putTeam
  66. teamUid:record:team:uid,team_number
  67. removeTeam:if:team_id
  68. putMcp
  69. mcpProUid:record:pro:uid,name_display
  70. removeMcp:if:mcp_pro_id
  71. putAlly
  72. allyProUid:record:pro:uid,name_display
  73. removeAlly:if:ally_pro_id
  74. putName
  75. nameDisplay
  76. namePrefix
  77. nameFirst
  78. nameMiddle
  79. nameLast
  80. nameSuffix
  81. nameCredential
  82. putGender
  83. gender:select:M,F=gender
  84. putDateOfBirth
  85. dateOfBirth:date=date_of_birth
  86. putProfilePicture
  87. profilePictureBase64
  88. removeProfilePicture:if:profile_picture_base64
  89. updatePhoneInfo
  90. homePhoneNumber=home_phone_number
  91. workPhoneNumber=work_phone_number
  92. supporterPhoneNumber=supporter_phone_number
  93. supporterMemo=supporter_memo
  94. phoneNumbersMemo=phone_numbers_memo
  95. updateAddress
  96. mailingAddressLine1=mailing_address_line1
  97. mailingAddressLine2=mailing_address_line2
  98. mailingAddressCity=mailing_address_city
  99. mailingAddressState=mailing_address_state
  100. mailingAddressCountry=mailing_address_country
  101. mailingAddressZip=mailing_address_zip
  102. mailingAddressLat=mailing_address_lat
  103. mailingAddressLong=mailing_address_long
  104. homeAddressLine1=home_address_line1
  105. homeAddressLine2=home_address_line2
  106. homeAddressCity=home_address_city
  107. homeAddressState=home_address_state
  108. homeAddressCountry=home_address_country
  109. homeAddressZip=home_address_zip
  110. homeAddressLat=home_address_lat
  111. homeAddressLong=home_address_long
  112. updateMedicareNumber
  113. medicareNumber=medicare_number
  114. manuallySetIsPartBPrimaryConfirmedToTrue
  115. partBConfirmationMethod:select:MANUAL,API=partbconfirmation_method
  116. partBConfirmationMemo=partbconfirmation_memo
  117. manuallySetIsPartBPrimaryConfirmedToFalse
  118. partBConfirmationMethod:select:MANUAL,API=partbconfirmation_method
  119. partBConfirmationMemo=partbconfirmation_memo
  120. setHasMcpDoneEmVisitToTrue
  121. mcpEmVisitDate=mcp_em_visit_date
  122. mcpEmVisitNote
  123. mcpEmVisitMemo=mcp_em_visit_memo
  124. updateMcpEmVisitInfo
  125. mcpEmVisitDate=mcp_em_visit_date
  126. mcpEmVisitNote
  127. mcpEmVisitMemo=mcp_em_visit_memo
  128. setHasMcpDoneEmVisitToFalse
  129. putCrmReasons
  130. cmReason1=cm_reason1
  131. cmReason2=cm_reason2
  132. rmReason1=rm_reason1
  133. rmReason2=rm_reason2
  134. removeCrmReasons
  135. setIsClientEnrolledInCmToTrue
  136. setIsClientEnrolledInCmToFalse
  137. updateWhyNotEnrolledInCm
  138. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  139. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  140. setIsClientEnrolledInRmToTrue
  141. setIsClientEnrolledInRmToFalse
  142. updateWhyNotEnrolledInRm
  143. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  144. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  145. updateIntakeInfo
  146. intakeText=intake_text
  147. intakeDetail=intake_detail
  148. deactivate
  149. memo
  150. updateDeactivationMemo
  151. memo=deactivation_memo
  152. reactivate
  153. memo
  154. updateReactivationMemo
  155. memo=reactivation_memo
  156. SUB
  157. dashboard
  158. med_profile
  159. med_profile_log
  160. pro_access
  161. id=client_pro_access.client_id=>/pro_access/view/UID
  162. add_new:client_pro_access=>/pro_access/view/UID
  163. clientUid:hidden=uid
  164. proUid:record:pro:uid,name_display
  165. reasonCategory
  166. reasonMemo
  167. reasonDetail
  168. notes
  169. id=note.client_id=>/notes/view/UID
  170. add_new:note=>/notes/view/UID
  171. clientUid:hidden=uid
  172. hcpProUid:record:pro:uid,name_display
  173. allyProUid:record:pro:uid,name_display
  174. effectiveDateEST:date
  175. effectiveTime:time
  176. reason1
  177. reason2
  178. reason3
  179. reason3Plus
  180. serviceLocation
  181. category
  182. contentText
  183. contentDetail
  184. care_months
  185. id=care_month.client_id=>/care_months/view/UID
  186. add_new:care_month
  187. clientUid:hidden=uid
  188. startMonth:number
  189. startYear:number
  190. care_month_entries
  191. id=care_month_entry.client_id=>/care_month_entries/view/UID
  192. bills
  193. id=bill.client_id=>/bills/view/UID
  194. related_transactions
  195. id=pro_transaction.client_id=>/transactions/view/UID
  196. action_items
  197. id=action_item.client_id=>/action_items/view/UID
  198. add_new:action_item
  199. clientUid:hidden=uid
  200. prescriberProUid:record:pro:uid,name_display
  201. toFacilityUid:record:facility:uid,name
  202. contentText
  203. contentDetail
  204. erx
  205. # :: and category = RX
  206. id=action_item.client_id=>/action_items/view/UID
  207. add_new:action_item
  208. clientUid:hidden=uid
  209. prescriberProUid:record:pro:uid,name_display
  210. toFacilityUid:record:facility:uid,name
  211. contentText
  212. contentDetail
  213. mcp_updates
  214. id=client_mcp_update.client_id
  215. ally_updates
  216. id=client_ally_update.client_id
  217. audit_log
  218. notes|note|view
  219. notes/view/{uid}
  220. ACTIONS
  221. signAsHcp
  222. SUB
  223. dashboard
  224. bills
  225. id=bill.note_id=>/bills/view/UID
  226. add_new:bill:createForNote
  227. noteUid:hidden=uid
  228. effectiveDate:date
  229. code
  230. reason1
  231. reason2
  232. reason3
  233. reason3Plus
  234. serviceLocation
  235. modifier
  236. numberOfUnits:number
  237. audit_log
  238. # :: where category = RX
  239. erx|action_item|view
  240. erx/view/{uid}
  241. ACTIONS
  242. signAsPrescriber
  243. updateToFacility
  244. toFacilityUid:record:facility:uid,name
  245. updateContent
  246. contentText=content_text
  247. contentDetail=content_detail
  248. updateStatus
  249. statusCategory:select:OPEN,CLOSED
  250. statusMemo
  251. efax
  252. toFaxNumber:tel
  253. SUB
  254. dashboard
  255. audit_log
  256. action_items|action_item|view
  257. action_items/view/{uid}
  258. ACTIONS
  259. signAsPrescriber
  260. updateToFacility
  261. toFacilityUid:record:facility:uid,name
  262. updateContent
  263. contentText=content_text
  264. contentDetail=content_detail
  265. updateStatus
  266. statusCategory:select:OPEN,CLOSED
  267. statusMemo
  268. efax
  269. toFaxNumber:tel
  270. SUB
  271. dashboard
  272. audit_log
  273. care_months|care_month|view
  274. care_months/view/{uid}
  275. ACTIONS
  276. putMcpPro
  277. mcpProUid:record:pro:uid,name_display
  278. putAllyPro
  279. allyProUid:record:pro:uid,name_display
  280. putReasons
  281. reason1
  282. reason2
  283. reason3
  284. reason3Plus
  285. setIsClientEnrolledInCmToTrue
  286. setIsClientEnrolledInCmToFalse
  287. updateWhyNotEnrolledInCm
  288. whyNotEnrolledInCmCategory
  289. whyNotEnrolledInCmMemo
  290. setIsClientEnrolledInRmToTrue
  291. setIsClientEnrolledInRmToFalse
  292. updateWhyNotEnrolledInRm
  293. whyNotEnrolledInRmCategory
  294. whyNotEnrolledInRmMemo
  295. generateBillForCm
  296. numberOfMinutes:number
  297. generateBillForRm
  298. numberOfMinutes:number
  299. setIsCmCanceledThisMonthToTrue
  300. updateWhyIsCmCanceledThisMonth
  301. setIsCmCanceledThisMonthToFalse
  302. setIsRmCanceledThisMonthToTrue
  303. updateWhyIsRmCanceledThisMonth
  304. setIsRmCanceledThisMonthToFalse
  305. setIsTmThisMonthToTrue
  306. setIsTmThisMonthToFalse
  307. SUB
  308. dashboard
  309. # :: need remove
  310. cm_time_entries
  311. # :: where cm_or_rm = cm
  312. id=care_month_entry.care_month_id
  313. add_new:care_month_entry:createForCm
  314. careMonthUid:hidden=uid
  315. proUid:record:pro:uid,name_display
  316. effectiveDate:date
  317. timeInSeconds:number
  318. isTimeSpecific
  319. startingTime:time
  320. endingTime:time
  321. contentText
  322. contentDetail
  323. # :: need remove
  324. rm_time_entries
  325. # :: where cm_or_rm = rm
  326. id=care_month_entry.care_month_id
  327. add_new:care_month_entry:createForRm
  328. careMonthUid:hidden=uid
  329. proUid:record:pro:uid,name_display
  330. effectiveDate:date
  331. timeInSeconds:number
  332. isTimeSpecific
  333. startingTime:time
  334. endingTime:time
  335. contentText
  336. contentDetail
  337. audit_log
  338. care_month_entries|care_month_entry|view
  339. care_month_entries/view/{uid}
  340. ACTIONS
  341. updateContent
  342. contentText
  343. contentDetail
  344. updateTiming
  345. effectiveDate
  346. timeInSeconds
  347. isTimeSpecific
  348. startingTime
  349. endingTime
  350. SUB
  351. dashboard
  352. bills|bill|view
  353. bills/view/{uid}
  354. ACTIONS
  355. payHcpAmount
  356. hcpPaymentAmount:number
  357. payHcpDifferentAmount
  358. differentHcpPaymentAmount:number
  359. signAsHcp
  360. markSubmitted
  361. putCollectedAmount
  362. collectedAmount
  363. SUB
  364. dashboard
  365. transactions
  366. id=pro_transaction.bill_id
  367. audit_log
  368. transactions|pro_transaction
  369. med_profile_lines|client_info_line
  370. med_profile_line_updates|client_info_line_update
  371. pro_access|client_pro_access|view
  372. pro_access/view/{uid}
  373. ACTIONS
  374. updateReason
  375. reasonCategory=reason_category
  376. reasonDetail=reason_detail
  377. deactivate
  378. memo
  379. updateDeactivationMemo
  380. memo=deactivation_memo
  381. reactivate
  382. memo
  383. updateReactivationMemo
  384. memo=reactivation_memo
  385. SUB
  386. dashboard
  387. mcp_updates|client_mcp_update
  388. ally_updates|client_ally_update
  389. # audit_log :: coming soon
  390. ADMIN
  391. # admin_dashboard
  392. facilities|facility|view
  393. facilities/add_new:create
  394. facilities/view/{uid}
  395. ACTIONS
  396. updateBasic
  397. name=name
  398. addressFull=address_full
  399. addressLine1=address_line1
  400. addressLine2=address_line2
  401. addressCity=address_city
  402. addressState=address_state
  403. addressZip=address_zip
  404. addressCountry=address_country
  405. addressGeoLat=address_geo_lat
  406. addressGeoLong=address_geo_long
  407. phone=phone
  408. fax=fax
  409. hours=hours
  410. deactivate
  411. memo
  412. updateDeactivationMemo
  413. memo=deactivation_memo
  414. reactivate
  415. memo
  416. updateReactivationMemo
  417. memo=reactivation_memo
  418. SUB
  419. dashboard
  420. erx
  421. action_items
  422. audit_log
  423. pros|pro|add|view
  424. pros/add_new:create
  425. cellNumber:tel
  426. emailAddress:email
  427. nameDisplay
  428. namePrefix
  429. nameFirst
  430. nameMiddle
  431. nameLast
  432. nameSuffix
  433. nameCredential
  434. isHcp
  435. hcpNpi
  436. previousProfessionCategory
  437. currentProfessionCategory
  438. pros/view/{uid}
  439. ACTIONS
  440. sendCellNumberConfirmationMessage
  441. confirmCellNumberWithConfirmationToken
  442. cellNumber:tel=cell_number
  443. token
  444. putNewCellNumber
  445. newCellNumber:tel=cell_number
  446. confirmEmailAddressWithConfirmationToken
  447. emailAddress:email=email_address
  448. token
  449. putNewEmailAddress
  450. newEmailAddress:email=email_address
  451. updateName
  452. nameDisplay
  453. namePrefix
  454. nameFirst
  455. nameMiddle
  456. nameLast
  457. nameSuffix
  458. nameCredential
  459. updateProfession
  460. isHcp
  461. hcpNpi
  462. previousProfessionCategory
  463. currentProfessionCategory
  464. hcpCategory
  465. hcpSubcategory
  466. updateEnrolledHcpInfo
  467. enrolledHcpCategory
  468. enrolledHcpSubcategory
  469. enrolledHcpNpi
  470. putProfilePicture
  471. profilePictureBase64
  472. updatePhoneInfo
  473. homePhoneNumber
  474. workPhoneNumber
  475. supporterPhoneNumber
  476. supporterMemo
  477. phoneNumbersMemo
  478. updateAddress
  479. mailingAddressLine1
  480. mailingAddressLine2
  481. mailingAddressCity
  482. mailingAddressState
  483. mailingAddressCountry
  484. mailingAddressZip
  485. mailingAddressLat
  486. mailingAddressLong
  487. homeAddressLine1
  488. homeAddressLine2
  489. homeAddressCity
  490. homeAddressState
  491. homeAddressCountry
  492. homeAddressZip
  493. homeAddressLat
  494. homeAddressLong
  495. updatePaymentProcessingDetail
  496. paymentProcessingDetail
  497. uploadDriverLicense
  498. driverLicenseFilePath
  499. updateDriverLicenseInfo
  500. driverLicenseState
  501. driverLicenseIssueDate
  502. driverLicenseExpirationDate
  503. updateSsn
  504. ssn
  505. SUB
  506. dashboard
  507. payment_schedule
  508. id=pro_rate.pro_id=>/pro_rates/view/UID
  509. add_new:pro_rate
  510. proUid:hidden=uid
  511. asHcpOrAlly:select:HCP,ALLY
  512. code
  513. amount:number
  514. teams
  515. clients
  516. pro_access
  517. mcp_updates
  518. ally_updates
  519. erx
  520. action_items
  521. care_months
  522. care_month_entries
  523. notes
  524. bills
  525. pro_transactions
  526. sessions
  527. audit_log
  528. pro_rates|pro_rate|view
  529. pro_rates/view/{uid}
  530. ACTIONS
  531. updateAmount
  532. newAmount:number=amount
  533. SUB
  534. dashboard