tree.txt 61 KB

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  1. PRO
  2. # dashboard
  3. my_payment_schedule|pro_rate:pro_id=OWN|icon:dollar-sign
  4. !inc:code,as_hcp_or_ally,amount,earnings
  5. !col:code:Code
  6. !col:as_hcp_or_ally:Description (HCP/Ally)
  7. !col:amount:Amount
  8. !col:earnings:Earnings:select '- TODO -' as result
  9. clients|client|add|view|icon:user-injured
  10. !inc:@name_first,gender_identity,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  11. !qry:pros:SELECT id, name_display FROM pro
  12. !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard
  13. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  14. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  15. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  16. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  17. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  18. !col:name_display:Name
  19. !col:gender_identity:Gender
  20. clients/add_new:create
  21. !qry:pros:SELECT uid, name_display FROM pro
  22. mcpProUid:record:~pros:uid,name_display
  23. cmProUid:record:~pros:uid,name_display
  24. rmeProUid:record:~pros:uid,name_display
  25. rmmProUid:record:~pros:uid,name_display
  26. namePrefix
  27. nameFirst*
  28. nameMiddle
  29. nameLast*
  30. nameSuffix
  31. nameCredential
  32. genderIdentity:select:M,F
  33. dateOfBirth:date
  34. cellNumber:tel
  35. emailAddress:email
  36. medicareNumber
  37. clients/view/{uid}
  38. ACTIONS
  39. sendCellNumberConfirmationMessage
  40. confirmCellNumberWithConfirmationToken
  41. cellNumber*:tel=cell_number
  42. token*
  43. putNewCellNumber
  44. newCellNumber*:tel=cell_number
  45. putNewEmailAddress
  46. newEmailAddress*:email=email_address
  47. sendEmailAddressConfirmationMessage
  48. confirmEmailAddressWithConfirmationToken
  49. emailAddress*:email=email_address
  50. token*
  51. deactivate
  52. memo
  53. updateDeactivationMemo
  54. memo=deactivation_memo
  55. reactivate
  56. memo
  57. updateReactivationMemo
  58. memo=reactivation_memo
  59. editSource
  60. source*=source
  61. sourceMemo=source_memo
  62. sourceAt:date=source_at
  63. sourceDetail=source_detail
  64. sourceClientUid:record:client:uid,name_first
  65. sourceProUid:record:pro:uid,name_display
  66. sourceFacilityUid:record:facility:uid,name
  67. setIsDuplicateToTrue
  68. duplicateOfClientUid*:record:client:uid,name_first
  69. setIsDuplicateToFalse
  70. editName
  71. namePrefix=name_prefix
  72. nameFirst*=name_first
  73. nameMiddle=name_middle
  74. nameLast*=name_last
  75. nameSuffix=name_suffix
  76. nameCredential=name_credential
  77. nameNickname=name_nickname
  78. nameMaiden=name_maiden
  79. namePrevious=name_previous
  80. editDemographics
  81. dob:date=dob
  82. ageInYears:number=age_in_years
  83. sex:select:M,F=sex
  84. genderIdentity=gender_identity
  85. sexualOrientation=sexual_orientation
  86. isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active
  87. sexuallyActiveMemo=sexually_active_memo
  88. maritalStatus=marital_status
  89. editSpouse
  90. spouseRelationshipUid:record:relationship:uid,name_first
  91. editIntakeDetails
  92. intakeText*=intake_text
  93. intakeDetail=intake_detail
  94. editResponsibleParty
  95. isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else
  96. responsiblePartyRelationshipUid:record:relationship:uid,name_first
  97. editEmergencyRelationship
  98. emergencyRelationshipUid:record:relationship:uid,name_first
  99. editFamilyInfo
  100. motherRelationshipUid:record:relationship:uid,name_first
  101. motherMaidenName=mother_maiden_name
  102. fatherRelationshipUid:record:relationship:uid,name_first
  103. numberOfSiblings:number=number_of_siblings
  104. birthOrder:number=birth_order
  105. isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member
  106. editContactDetails
  107. phoneHome=phone_home
  108. phoneMobile=phone_mobile
  109. phoneWork=phone_work
  110. phoneMemo=phone_memo
  111. emailPersonalPrimary=email_personal_primary
  112. emailPersonalSecondary=email_personal_secondary
  113. emailWorkPrimary=email_work_primary
  114. emailWorkSecondary=email_work_secondary
  115. sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email
  116. sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text
  117. sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone
  118. editAddress
  119. isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing
  120. homeAddressLine1=home_address_line1
  121. homeAddressLine2=home_address_line2
  122. homeAddressCity=home_address_city
  123. homeAddressState=home_address_state
  124. homeAddressZip=home_address_zip
  125. homeAddressGeoLat:number=home_address_geo_lat
  126. homeAddressGeoLong:number=home_address_geo_long
  127. mailingAddressLine1=mailing_address_line1
  128. mailingAddressLine2=mailing_address_line2
  129. mailingAddressCity=mailing_address_city
  130. mailingAddressState=mailing_address_state
  131. mailingAddressZip=mailing_address_zip
  132. mailingAddressGeoLat:number=mailing_address_geo_lat
  133. mailingAddressGeoLong:number=mailing_address_geo_long
  134. hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address
  135. reasonForSecondaryAddress=reason_for_secondary_address
  136. whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address
  137. isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing
  138. secondaryHomeAddressLine1=secondary_home_address_line1
  139. secondaryHomeAddressLine2=secondary_home_address_line2
  140. secondaryHomeAddressCity=secondary_home_address_city
  141. secondaryHomeAddressState=secondary_home_address_state
  142. secondaryHomeAddressZip=secondary_home_address_zip
  143. secondaryHomeAddressGeoLat:number=secondary_home_address_geo_lat
  144. secondaryHomeAddressGeoLong:number=secondary_home_address_geo_long
  145. secondaryMailingAddressLine1=secondary_mailing_address_line1
  146. secondaryMailingAddressLine2=secondary_mailing_address_line2
  147. secondaryMailingAddressCity=secondary_mailing_address_city
  148. secondaryMailingAddressState=secondary_mailing_address_state
  149. secondaryMailingAddressZip=secondary_mailing_address_zip
  150. secondaryMailingAddressGeoLat:number=secondary_mailing_address_geo_lat
  151. secondaryMailingAddressGeoLong:number=secondary_mailing_address_geo_long
  152. editMiscDemographics
  153. citizenships=citizenships
  154. education=education
  155. birthCountry=birth_country
  156. birthState=birth_state
  157. birthCity=birth_city
  158. nationality=nationality
  159. religiousAffiliation=religious_affiliation
  160. religiousFacilityUid:record:facility:uid,name
  161. isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet
  162. specialDietCategory=special_diet_category
  163. specialDietMemo=special_diet_memo
  164. preferredLanguage=preferred_language
  165. otherLanguages=other_languages
  166. englishLevel=english_level
  167. driverLicenseState=driver_license_state
  168. driverLicenseNumber=driver_license_number
  169. isHispanic*:select:YES,NO,UNKNOWN=is_hispanic
  170. isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa
  171. ethnicities=ethnicities
  172. race=race
  173. specificRaces=specific_races
  174. setIsDeceasedToTrue
  175. dateOfDeath:date
  176. timeOfDeath:time
  177. causeOfDeath
  178. setIsDeceasedToFalse
  179. editPharmacy
  180. pharmacy=pharmacy
  181. pharmacyFacilityUid:record:facility:uid,name
  182. editSsn
  183. ssn=ssn
  184. putMcn
  185. mcn*=mcn
  186. removeMcn
  187. updateWebcamInfo
  188. hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device
  189. webcamDevice=webcam_device
  190. putMcp
  191. mcpProUid*:record:pro:uid,name_display
  192. removeMcp
  193. updateMcpOnboardingVisitInfo
  194. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  195. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  196. mcpOnboardingVisitNoteUid:record:note:uid,title
  197. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  198. updateMcpOnboardingActiveInfo
  199. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  200. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  201. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  202. putMcpOnboardingPro
  203. mcpOnboardingProUid*:record:pro:uid,name_display
  204. removeMcpOnboardingPro
  205. acceptAssignmentAsMcpOnboardingPro
  206. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  207. rejectAssignmentAsMcpOnboardingPro
  208. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  209. updateMcpOnboardingProDecisionMemo
  210. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  211. updateMcpOnboardingStrategy
  212. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  213. updateNextMcpOnboardingAttempt
  214. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  215. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  216. putCmPro
  217. cmProUid*:record:pro:uid,name_display
  218. removeCmPro
  219. putRmePro
  220. rmeProUid*:record:pro:uid,name_display
  221. removeRmePro
  222. putRmmPro
  223. rmmProUid*:record:pro:uid,name_display
  224. removeRmmPro
  225. putRdPro
  226. rdProUid*:record:pro:uid,name_display
  227. removeRdPro
  228. updateMntEligibility
  229. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  230. numberOfMntHoursLeftThisYear:number=number_of_mnt_hours_left_this_year
  231. updateCmEligibility
  232. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  233. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  234. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  235. setIsEnrolledInCmToFalse
  236. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  237. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  238. setIsEnrolledInCmToTrue
  239. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  240. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  241. cmReason1*=cm_reason1
  242. cmReason2=cm_reason2
  243. updateCmReasons
  244. cmReason1*=cm_reason1
  245. cmReason2=cm_reason2
  246. updateRmReasons
  247. rmReason1*=rm_reason1
  248. rmReason2=rm_reason2
  249. updateCmEnrollmentConsentInfo
  250. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  251. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  252. updateWhyNotEnrolledInCm
  253. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  254. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  255. updateRmEligibility
  256. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  257. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  258. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  259. setIsEnrolledInRmToFalse
  260. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  261. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  262. setIsEnrolledInRmToTrue
  263. rmReason1*=rm_reason1
  264. rmReason2=rm_reason2
  265. updateWhyNotEnrolledInRm
  266. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  267. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  268. updateEquipmentInfo
  269. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  270. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  271. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  272. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  273. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  274. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  275. SUB
  276. dashboard:custom
  277. detail:dashboard
  278. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource
  279. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  280. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName
  281. !grp:Demographics:dob,age_in_years,sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  282. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  283. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  284. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  285. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  286. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  287. !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:circle=>/clients/view/$uid/ACTION_editContactDetails
  288. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  289. !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:circle=>/clients/view/$uid/ACTION_putNewEmailAddress
  290. !grp:Credentials:username
  291. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  292. !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:circle=>/clients/view/$uid/ACTION_editMiscDemographics
  293. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  294. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  295. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  296. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_partbprimary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMcn
  297. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  298. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  299. !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:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  300. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo
  301. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  302. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  303. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  304. !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:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  305. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  306. !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:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  307. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  308. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  309. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  310. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  311. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  312. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  313. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  314. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  315. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  316. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  317. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  318. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  319. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  320. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  321. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  322. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  323. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  324. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  325. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  326. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  327. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  328. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  329. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  330. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  331. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  332. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  333. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  334. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  335. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  336. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  337. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  338. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  339. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  340. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  341. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  342. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  343. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  344. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  345. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  346. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  347. !qry:pros:select id, name_display from pro
  348. !qry:facilities:select id, name from facility
  349. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  350. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  351. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  352. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  353. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  354. !col:dob:Date of Birth
  355. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  356. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  357. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  358. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  359. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  360. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  361. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  362. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  363. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  364. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  365. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  366. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  367. !nal:
  368. med_profile
  369. id=client_info_line.client_id=>/med_profiles/view/UID
  370. !inc:id,category,content_text,content_detail
  371. add_new:client_info_line=>/med_profile_lines/view/UID
  372. clientUid:hidden=uid
  373. category
  374. contentText
  375. contentDetail
  376. med_profile_log
  377. id=client_info_line_update.client_id=>/med_profiles/view/UID
  378. !inc:id,category,content_text,content_detail
  379. pro_access
  380. id=client_pro_access.client_id=>/pro_access/view/UID
  381. add_new:client_pro_access=>/pro_access/view/UID
  382. clientUid:hidden=uid
  383. proUid:record:pro:uid,name_display
  384. reasonCategory
  385. reasonMemo
  386. reasonDetail
  387. notes
  388. id=note.client_id=>/notes/view/UID
  389. !inc:uid,title
  390. add_new:note=>/notes/view/UID
  391. clientUid:hidden=uid
  392. hcpProUid:record:pro:uid,name_display
  393. allyProUid:record:pro:uid,name_display
  394. title
  395. effectiveDateEST:date
  396. effectiveTime:time
  397. reason1
  398. reason2
  399. reason3
  400. reason3Plus
  401. serviceLocation
  402. category
  403. contentText
  404. contentDetail
  405. relationships
  406. id=relationship.client_id=>/relationships/view/UID
  407. !inc:name_first,name_middle,name_last,email_address
  408. add_new:relationship=>/relationships/view/UID
  409. clientUid:hidden=uid
  410. relationshipToClient
  411. relationshipMemo
  412. namePrefix
  413. nameFirst
  414. nameMiddle
  415. nameLast
  416. nameSuffix
  417. nameMaiden
  418. namePrevious
  419. organizationName
  420. phoneHome
  421. phoneMobile
  422. phoneWork
  423. phoneMemo
  424. homeAddress
  425. mailingAddress
  426. emailAddress
  427. isHispanic:select:YES,NO,UNKNOWN
  428. isBlackOrAA:select:YES,NO,UNKNOWN
  429. ethnicities
  430. race
  431. specificRaces
  432. preferredLanguage
  433. otherLanguages
  434. englishLevel
  435. contactClientUid:record:client:uid,name_first
  436. care_months
  437. id=care_month.client_id=>/care_months/view/UID
  438. add_new:care_month
  439. clientUid:hidden=uid
  440. startMonth:number
  441. startYear:number
  442. care_month_entries
  443. id=care_month_entry.client_id=>/care_month_entries/view/UID
  444. !qry:pros:SELECT id, name_display FROM pro
  445. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  446. bills
  447. id=bill.client_id=>/bills/view/UID
  448. related_transactions
  449. id=pro_transaction.client_id=>/transactions/view/UID
  450. action_items
  451. id=action_item.client_id=>/action_items/view/UID
  452. add_new:action_item
  453. clientUid:hidden=uid
  454. prescriberProUid:record:pro:uid,name_display
  455. toFacilityUid:record:facility:uid,name
  456. contentText
  457. contentDetail
  458. erx
  459. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  460. add_new:action_item
  461. clientUid:hidden=uid
  462. prescriberProUid:record:pro:uid,name_display
  463. toFacilityUid:record:facility:uid,name
  464. contentText
  465. contentDetail
  466. mcp_updates
  467. id=client_mcp_update.client_id
  468. ally_updates
  469. id=client_ally_update.client_id
  470. audit_log
  471. notes|note|view|icon:file-alt
  472. !inc:effective_dateest,client_id,hcp_pro_id,ally_pro_id,reasons,is_signed_by_ally,is_signed_by_hcp,billed
  473. !qry:pros:SELECT id, name_display FROM pro
  474. !qry:clients:SELECT id, concat(name_first,name_last) as name_display FROM client
  475. !qry:reasons:SELECT id, concat(reason1,reason2) as result FROM note
  476. !col:effective_dateest:Date
  477. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  478. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  479. !col:ally_pro_id:Ally:~pros:name_display:id,=,$ally_pro_id:all
  480. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  481. !col:service_location:Location
  482. !col:category:Category
  483. !col:content_text:Content
  484. !col:is_signed_by_ally:Ally Signed?
  485. !col:is_signed_by_hcp:HCP Signed?
  486. !col:billed:Billed?:SELECT '-- TODO --' as result
  487. notes/view/{uid}
  488. ACTIONS
  489. signAsHcp
  490. SUB
  491. dashboard
  492. bills
  493. id=bill.note_id=>/bills/view/UID
  494. add_new:bill:createForNote
  495. noteUid:hidden=uid
  496. effectiveDate:date
  497. code
  498. reason1
  499. reason2
  500. reason3
  501. reason3Plus
  502. serviceLocation
  503. modifier
  504. numberOfUnits:number
  505. sections
  506. id=section.note_id=>/sections/view/UID
  507. !inc:summary_html,content_data
  508. relationships|relationship|view|icon:file-alt
  509. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  510. relationships/view/{uid}
  511. ACTIONS
  512. updateBasic
  513. relationshipToClient
  514. relationshipMemo
  515. namePrefix
  516. nameFirst
  517. nameMiddle
  518. nameLast
  519. nameSuffix
  520. nameMaiden
  521. namePrevious
  522. organizationName
  523. phoneHome
  524. phoneMobile
  525. phoneWork
  526. phoneMemo
  527. homeAddress
  528. mailingAddress
  529. emailAddress
  530. isHispanic:select:YES,NO,UNKNOWN
  531. isBlackOrAA:select:YES,NO,UNKNOWN
  532. ethnicities
  533. race
  534. specificRaces
  535. preferredLanguage
  536. otherLanguages
  537. englishLevel
  538. contactClientUid:record:client:uid,name_first
  539. SUB
  540. dashboard
  541. !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
  542. erx|action_item:action_item_category='RX'|view|icon:file-signature
  543. erx/view/{uid}
  544. ACTIONS
  545. signAsPrescriber
  546. updateToFacility
  547. toFacilityUid:record:facility:uid,name
  548. updateContent
  549. contentText=content_text
  550. contentDetail=content_detail
  551. updateStatus
  552. statusCategory:select:OPEN,CLOSED
  553. statusMemo
  554. efax
  555. toFaxNumber:tel
  556. SUB
  557. dashboard
  558. audit_log
  559. action_items|action_item|view|icon:tasks
  560. action_items/view/{uid}
  561. ACTIONS
  562. signAsPrescriber
  563. updateToFacility
  564. toFacilityUid:record:facility:uid,name
  565. updateContent
  566. contentText=content_text
  567. contentDetail=content_detail
  568. updateStatus
  569. statusCategory:select:OPEN,CLOSED
  570. statusMemo
  571. efax
  572. toFaxNumber:tel
  573. SUB
  574. dashboard
  575. audit_log
  576. care_months|care_month|view|icon:calendar-plus
  577. care_months/view/{uid}
  578. ACTIONS
  579. assignMcpPro
  580. mcpProUid:record:pro:uid,name_display
  581. changeMcpPro
  582. mcpProUid:record:pro:uid,name_display
  583. removeMcpPro:if:mcp_pro_id
  584. assignCmPro
  585. cmProUid:record:pro:uid,name_display
  586. changeCmPro
  587. cmProUid:record:pro:uid,name_display
  588. removeCmPro:if:cm_pro_id
  589. assignRmePro
  590. rmeProUid:record:pro:uid,name_display
  591. changeRmePro
  592. rmeProUid:record:pro:uid,name_display
  593. removeRmePro:if:rme_pro_id
  594. assignRmmPro
  595. rmmProUid:record:pro:uid,name_display
  596. changeRmmPro
  597. rmmProUid:record:pro:uid,name_display
  598. removeRmmPro:if:rmm_pro_id
  599. updateCmReasons
  600. cmReason1*
  601. cmReason2
  602. updateRmReasons
  603. rmReason1*
  604. rmReason2
  605. setIsClientEnrolledInCmToTrue
  606. setIsClientEnrolledInCmToFalse
  607. updateWhyNotEnrolledInCm
  608. whyNotEnrolledInCmCategory
  609. whyNotEnrolledInCmMemo
  610. setIsClientEnrolledInRmToTrue
  611. setIsClientEnrolledInRmToFalse
  612. updateWhyNotEnrolledInRm
  613. whyNotEnrolledInRmCategory
  614. whyNotEnrolledInRmMemo
  615. generateBillForCm
  616. cmCode:select:CM20,CM30_HCP,CM60,CM90
  617. generateBillForRm
  618. rmCode:select:RM1,RM20,RM30,RM60
  619. setIsCmCanceledThisMonthToTrue
  620. updateWhyIsCmCanceledThisMonth
  621. setIsCmCanceledThisMonthToFalse
  622. setIsRmCanceledThisMonthToTrue
  623. updateWhyIsRmCanceledThisMonth
  624. setIsRmCanceledThisMonthToFalse
  625. setIsTmThisMonthToTrue
  626. setIsTmThisMonthToFalse
  627. SUB
  628. dashboard
  629. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  630. !qry:pros:SELECT id, name_display FROM pro
  631. !grp:Info:client_id,start_date
  632. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  633. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  634. !grp:CM Enrollment:is_client_enrolled_in_cm,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update why not enrolled in CM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInCm
  635. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  636. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  637. !grp:RM Total Time:rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rmm_pro,rm_total_time_in_seconds_by_rme_pro
  638. !grp:Bills:cm_bill_id,rm_bill_id
  639. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  640. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  641. !grp:TM:is_tm_this_month
  642. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  643. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  644. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  645. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  646. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  647. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  648. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  649. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  650. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  651. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  652. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  653. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  654. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  655. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  656. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  657. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  658. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  659. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  660. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  661. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  662. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  663. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  664. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  665. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  666. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  667. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  668. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  669. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  670. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  671. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  672. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  673. !nal:
  674. # :: need remove
  675. cm_time_entries
  676. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  677. !inc:content_text,content_detail,time_in_seconds
  678. add_new:care_month_entry:createForCm
  679. careMonthUid:hidden=uid
  680. proUid:record:pro:uid,name_display
  681. effectiveDate:date
  682. timeInSeconds:number
  683. isTimeSpecific:bool
  684. startingTime:time
  685. endingTime:time
  686. contentText
  687. contentDetail
  688. # :: need remove
  689. rm_time_entries
  690. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  691. add_new:care_month_entry:createForRm
  692. careMonthUid:hidden=uid
  693. proUid:record:pro:uid,name_display
  694. effectiveDate:date
  695. timeInSeconds:number
  696. isTimeSpecific:bool
  697. startingTime:time
  698. endingTime:time
  699. contentText
  700. contentDetail
  701. bills
  702. id=bill.care_month_id=>/bills/view/UID
  703. audit_log
  704. care_month_entries|care_month_entry|view|icon:calendar-alt
  705. !qry:pros:SELECT id, name_display FROM pro
  706. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  707. care_month_entries/view/{uid}
  708. ACTIONS
  709. updateContent
  710. contentText
  711. contentDetail
  712. updateTiming
  713. effectiveDate:date
  714. timeInSeconds:number
  715. isTimeSpecific:bool
  716. startingTime:time
  717. endingTime:time
  718. remove
  719. SUB
  720. dashboard
  721. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  722. !qry:pros:select id, name_display from pro
  723. !grp:Info:cm_or_rm,client_id ,pro_id
  724. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  725. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  726. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  727. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  728. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  729. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  730. !nal:
  731. bills|bill|view|icon:file-invoice-dollar
  732. bills/view/{uid}
  733. ACTIONS
  734. payHcpAmount
  735. hcpPaymentAmount:number
  736. payHcpDifferentAmount
  737. differentHcpPaymentAmount:number
  738. payCmAmount
  739. cmPaymentAmount:number
  740. payCmDifferentAmount
  741. differentCmPaymentAmount:number
  742. payRmeAmount
  743. rmePaymentAmount:number
  744. payRmeDifferentAmount
  745. differentRmePaymentAmount:number
  746. payRmmAmount
  747. rmmPaymentAmount:number
  748. payRmmDifferentAmount
  749. differentRmmPaymentAmount:number
  750. signAsHcp
  751. signAsCm
  752. signAsRme
  753. signAsRmm
  754. markSubmitted
  755. markCancelled
  756. putCollectedAmount
  757. collectedAmount
  758. SUB
  759. dashboard
  760. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  761. !grp:Note:note_id,note_ally_id
  762. !grp:Care Month:care_month_id
  763. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  764. !grp:Service Location:service_location
  765. !grp:Reasons:reason1,reason2,reason3
  766. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  767. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  768. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  769. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  770. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  771. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  772. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  773. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  774. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  775. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  776. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  777. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  778. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  779. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  780. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  781. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  782. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  783. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  784. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  785. !nal:
  786. transactions
  787. id=pro_transaction.bill_id
  788. audit_log
  789. transactions|pro_transaction|icon:exchange-alt
  790. med_profile_lines|client_info_line|view|icon:window-restore
  791. med_profile_lines/view/{uid}
  792. ACTIONS
  793. remove
  794. removalMemo=removal_memo
  795. updateContent
  796. contentText=content_text
  797. contentDetail=content_detail
  798. SUB
  799. dashboard
  800. !grp:Med Profile Details:id,category,content_text,content_detail
  801. med_profile_line_updates|client_info_line_update|icon:window-restore
  802. pro_access|client_pro_access|view|icon:arrow-alt-circle-right
  803. pro_access/view/{uid}
  804. ACTIONS
  805. updateReason
  806. reasonCategory=reason_category
  807. reasonDetail=reason_detail
  808. deactivate
  809. memo
  810. updateDeactivationMemo
  811. memo=deactivation_memo
  812. reactivate
  813. memo
  814. updateReactivationMemo
  815. memo=reactivation_memo
  816. SUB
  817. dashboard
  818. !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
  819. mcp_updates|client_mcp_update|icon:user-edit
  820. ally_updates|client_ally_update|icon:user-edit
  821. # audit_log :: coming soon
  822. ADMIN
  823. # admin_dashboard
  824. facilities|facility|add|view|icon:temperature-low
  825. facilities/add_new:create
  826. name
  827. addressFull
  828. addressLine1
  829. addressLine2
  830. addressCity
  831. addressState
  832. addressZip
  833. addressCountry
  834. addressGeoLat:number
  835. addressGeoLong:number
  836. phone
  837. fax
  838. hours:number
  839. facilities/view/{uid}
  840. ACTIONS
  841. updateBasic
  842. name
  843. addressFull
  844. addressLine1
  845. addressLine2
  846. addressCity
  847. addressState
  848. addressZip
  849. addressCountry
  850. addressGeoLat
  851. addressGeoLong
  852. phone
  853. fax
  854. hours
  855. deactivate
  856. memo
  857. updateDeactivationMemo
  858. memo=deactivation_memo
  859. reactivate
  860. memo
  861. updateReactivationMemo
  862. memo=reactivation_memo
  863. SUB
  864. dashboard
  865. erx
  866. action_items
  867. audit_log
  868. pros|pro|add|view|icon:user-md
  869. !inc:@name_display,name_first,name_last
  870. col:name_display
  871. name_first
  872. name_last
  873. pros/add_new:create
  874. cellNumber*:tel
  875. emailAddress:email
  876. nameDisplay
  877. namePrefix
  878. nameFirst*
  879. nameMiddle
  880. nameLast*
  881. nameSuffix
  882. nameCredential
  883. isHcp:bool
  884. hcpNpi
  885. previousProfessionCategory
  886. currentProfessionCategory
  887. pros/view/{uid}
  888. ACTIONS
  889. sendCellNumberConfirmationMessage
  890. confirmCellNumberWithConfirmationToken
  891. cellNumber*:tel=cell_number
  892. token*
  893. putNewCellNumber
  894. newCellNumber*:tel=cell_number
  895. confirmEmailAddressWithConfirmationToken
  896. emailAddress*:email=email_address
  897. token*
  898. putNewEmailAddress
  899. newEmailAddress*:email=email_address
  900. updateName
  901. nameDisplay=name_display
  902. namePrefix=name_prefix
  903. nameFirst*=name_first
  904. nameMiddle=name_middle
  905. nameLast*=name_last
  906. nameSuffix=name_suffix
  907. nameCredential=name_credential
  908. updateProfession
  909. isHcp*:bool=is_hcp
  910. hcpNpi=hcp_npi
  911. previousProfessionCategory=previous_profession_category
  912. currentProfessionCategory=current_profession_category
  913. hcpCategory=hcp_category
  914. hcpSubcategory=hcp_subcategory
  915. updateEnrolledHcpInfo
  916. enrolledHcpCategory=enrolled_hcp_category
  917. enrolledHcpSubcategory=enrolled_hcp_subcategory
  918. enrolledHcpNpi=enrolled_hcp_npi
  919. putProfilePicture
  920. profilePictureBase64=profile_picture_base64
  921. updatePhoneInfo
  922. homePhoneNumber=home_phone_number
  923. workPhoneNumber=work_phone_number
  924. supporterPhoneNumber=supporter_phone_number
  925. supporterMemo=supporter_memo
  926. phoneNumbersMemo=phone_numbers_memo
  927. updateAddress
  928. mailingAddressLine1=mailing_address_line1
  929. mailingAddressLine2=mailing_address_line2
  930. mailingAddressCity=mailing_address_city
  931. mailingAddressState=mailing_address_state
  932. mailingAddressCountry=mailing_address_country
  933. mailingAddressZip=mailing_address_zip
  934. mailingAddressLat:number=mailing_address_lat
  935. mailingAddressLong:number=mailing_address_long
  936. homeAddressLine1=home_address_line1
  937. homeAddressLine2=home_address_line2
  938. homeAddressCity=home_address_city
  939. homeAddressState=home_address_state
  940. homeAddressCountry=home_address_country
  941. homeAddressZip=home_address_zip
  942. homeAddressLat:number=home_address_lat
  943. homeAddressLong:number=home_address_long
  944. updatePaymentProcessingDetail
  945. paymentProcessingDetail=payment_processing_detail
  946. uploadDriverLicense
  947. driverLicenseFilePath=driver_license_file_path
  948. updateDriverLicenseInfo
  949. driverLicenseState=driver_license_state
  950. driverLicenseIssueDate=driver_license_issue_date
  951. driverLicenseExpirationDate=driver_license_expiration_date
  952. updateSsn
  953. ssn=ssn
  954. # new actions from ProService.java
  955. sendEmailAddressConfirmationMessage
  956. setIsHcpToTrue
  957. setIsHcpToFalse
  958. setIsEnrolledAsHcpToTrue
  959. setIsEnrolledAsHcpToFalse
  960. setIsEnrolledAsMcpToTrue
  961. setIsEnrolledAsMcpToFalse
  962. removeProfilePicture
  963. updateW9Detail
  964. w9Detail=w9detail
  965. updateSignedContractPdf
  966. signedContractPdf=signed_contract_pdf
  967. setIsPaymentProcessingDetailCompleteToTrue
  968. setIsPaymentProcessingDetailCompleteToFalse
  969. setIsDriverLicenseCompleteToTrue
  970. setIsDriverLicenseCompleteToFalse
  971. setIsSsnCompleteToTrue
  972. setIsSsnCompleteToFalse
  973. SUB
  974. dashboard
  975. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  976. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Update Email Address:circle=>/pros/view/$uid/ACTION_putNewEmailAddress
  977. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  978. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  979. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  980. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  981. !grp:MCP Enrollment:is_enrolled_as_mcp
  982. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  983. !grp:Address:mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_country,mailing_address_zip,mailing_address_lat,mailing_address_long,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_country,home_address_zip,home_address_lat,home_address_long:Update Address:circle=>/pros/view/$uid/ACTION_updateAddress
  984. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  985. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  986. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  987. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  988. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  989. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  990. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  991. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  992. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  993. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  994. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  995. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  996. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  997. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  998. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  999. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1000. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1001. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1002. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1003. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1004. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1005. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1006. !nal:
  1007. my_payment_schedule
  1008. id=pro_rate.pro_id=>/pro_rates/view/UID
  1009. !inc:@uid,code,amount,responsibility
  1010. add_new:pro_rate:create
  1011. proUid:hidden=uid
  1012. responsibility:select:HCP,NA,CM,RME,RMM
  1013. code:select:CM20,CM30_HCP,CM60,CM90,RM1,RM20,RM30,RM60
  1014. amount:number
  1015. clients
  1016. pro_access
  1017. mcp_updates
  1018. ally_updates
  1019. erx
  1020. action_items
  1021. care_months
  1022. care_month_entries
  1023. notes
  1024. bills
  1025. pro_transactions
  1026. sessions
  1027. audit_log
  1028. pro_rates|pro_rate|view|icon:funnel-dollar
  1029. pro_rates/view/{uid}
  1030. ACTIONS
  1031. updateAmount
  1032. newAmount:number=amount
  1033. SUB
  1034. dashboard
  1035. section_templates|section_template|add|icon:user-md
  1036. !inc:@title,internal_name
  1037. section_templates/add_new:create
  1038. title
  1039. internalName