tree.txt 67 KB

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  1. PRO
  2. # dashboard
  3. leads|lead|add|icon:meteor
  4. # leads/add_new:internalLeadDrop
  5. # program
  6. # nameFirst*
  7. # nameLast*
  8. # dob:date
  9. # mcn*
  10. # gender:select:M,F
  11. # cellNumber:tel
  12. # emailAddress:email
  13. clients|client|add|view|icon:user-injured
  14. !inc:@name_first,name_last,dob, mcn,is_mcn_valid_number,is_part_b_primary,sex,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  15. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  16. !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard
  17. !col:name_last:Last Name
  18. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all=>/pros/view/$mcp_pro_id
  19. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all=>/pros/view/$cm_pro_id
  20. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all=>/pros/view/$rme_pro_id
  21. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all=>/pros/view/$rmm_pro_id
  22. !col:name_display:Name
  23. !col:gender_identity:Gender
  24. clients/add_new:create
  25. !qry:pros:SELECT uid, name_display FROM pro
  26. mcpProUid:record:~pros:uid,name_display
  27. cmProUid:record:~pros:uid,name_display
  28. rmeProUid:record:~pros:uid,name_display
  29. rmmProUid:record:~pros:uid,name_display
  30. namePrefix
  31. nameFirst*
  32. nameMiddle
  33. nameLast*
  34. nameSuffix
  35. nameCredential
  36. genderIdentity:select:M,F
  37. dateOfBirth:date
  38. cellNumber:tel
  39. emailAddress:email
  40. medicareNumber
  41. clients/view/{uid}
  42. ACTIONS
  43. sendCellNumberConfirmationMessage
  44. confirmCellNumberWithConfirmationToken
  45. cellNumber*:tel=cell_number
  46. token*
  47. putNewCellNumber
  48. newCellNumber*:tel=cell_number
  49. putNewEmailAddress
  50. newEmailAddress*:email=email_address
  51. sendEmailAddressConfirmationMessage
  52. confirmEmailAddressWithConfirmationToken
  53. emailAddress*:email=email_address
  54. token*
  55. deactivate
  56. memo
  57. updateDeactivationMemo
  58. memo=deactivation_memo
  59. reactivate
  60. memo
  61. updateReactivationMemo
  62. memo=reactivation_memo
  63. editSource
  64. source*=source
  65. sourceMemo=source_memo
  66. sourceAt:date=source_at
  67. sourceDetail=source_detail
  68. sourceClientUid:record:client:uid,name_first
  69. sourceProUid:record:pro:uid,name_display
  70. sourceFacilityUid:record:facility:uid,name
  71. setIsDuplicateToTrue
  72. duplicateOfClientUid*:record:client:uid,name_first
  73. setIsDuplicateToFalse
  74. editName
  75. namePrefix=name_prefix
  76. nameFirst*=name_first
  77. nameMiddle=name_middle
  78. nameLast*=name_last
  79. nameSuffix=name_suffix
  80. nameCredential=name_credential
  81. nameNickname=name_nickname
  82. nameMaiden=name_maiden
  83. namePrevious=name_previous
  84. editDob
  85. dob:date=dob
  86. editDemographics
  87. sex:select:M,F=sex
  88. genderIdentity=gender_identity
  89. sexualOrientation=sexual_orientation
  90. isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active
  91. sexuallyActiveMemo=sexually_active_memo
  92. maritalStatus=marital_status
  93. editSpouse
  94. spouseRelationshipUid:record:relationship:uid,name_first
  95. editIntakeDetails
  96. intakeText*=intake_text
  97. intakeDetail=intake_detail
  98. editResponsibleParty
  99. isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else
  100. responsiblePartyRelationshipUid:record:relationship:uid,name_first
  101. editEmergencyRelationship
  102. emergencyRelationshipUid:record:relationship:uid,name_first
  103. editFamilyInfo
  104. motherRelationshipUid:record:relationship:uid,name_first
  105. motherMaidenName=mother_maiden_name
  106. fatherRelationshipUid:record:relationship:uid,name_first
  107. numberOfSiblings:number=number_of_siblings
  108. birthOrder:number=birth_order
  109. isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member
  110. editContactDetails
  111. phoneHome=phone_home
  112. phoneMobile=phone_mobile
  113. phoneWork=phone_work
  114. phoneMemo=phone_memo
  115. emailPersonalPrimary=email_personal_primary
  116. emailPersonalSecondary=email_personal_secondary
  117. emailWorkPrimary=email_work_primary
  118. emailWorkSecondary=email_work_secondary
  119. sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email
  120. sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text
  121. sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone
  122. editAddress
  123. isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing
  124. homeAddressLine1=home_address_line1
  125. homeAddressLine2=home_address_line2
  126. homeAddressCity=home_address_city
  127. homeAddressState=home_address_state
  128. homeAddressZip=home_address_zip
  129. homeAddressGeoLat:number=home_address_geo_lat
  130. homeAddressGeoLong:number=home_address_geo_long
  131. mailingAddressLine1=mailing_address_line1
  132. mailingAddressLine2=mailing_address_line2
  133. mailingAddressCity=mailing_address_city
  134. mailingAddressState=mailing_address_state
  135. mailingAddressZip=mailing_address_zip
  136. mailingAddressGeoLat:number=mailing_address_geo_lat
  137. mailingAddressGeoLong:number=mailing_address_geo_long
  138. hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address
  139. reasonForSecondaryAddress=reason_for_secondary_address
  140. whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address
  141. isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing
  142. secondaryHomeAddressLine1=secondary_home_address_line1
  143. secondaryHomeAddressLine2=secondary_home_address_line2
  144. secondaryHomeAddressCity=secondary_home_address_city
  145. secondaryHomeAddressState=secondary_home_address_state
  146. secondaryHomeAddressZip=secondary_home_address_zip
  147. secondaryHomeAddressGeoLat:number=secondary_home_address_geo_lat
  148. secondaryHomeAddressGeoLong:number=secondary_home_address_geo_long
  149. secondaryMailingAddressLine1=secondary_mailing_address_line1
  150. secondaryMailingAddressLine2=secondary_mailing_address_line2
  151. secondaryMailingAddressCity=secondary_mailing_address_city
  152. secondaryMailingAddressState=secondary_mailing_address_state
  153. secondaryMailingAddressZip=secondary_mailing_address_zip
  154. secondaryMailingAddressGeoLat:number=secondary_mailing_address_geo_lat
  155. secondaryMailingAddressGeoLong:number=secondary_mailing_address_geo_long
  156. editMiscDemographics
  157. citizenships=citizenships
  158. education=education
  159. birthCountry=birth_country
  160. birthState=birth_state
  161. birthCity=birth_city
  162. nationality=nationality
  163. religiousAffiliation=religious_affiliation
  164. religiousFacilityUid:record:facility:uid,name
  165. isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet
  166. specialDietCategory=special_diet_category
  167. specialDietMemo=special_diet_memo
  168. preferredLanguage=preferred_language
  169. otherLanguages=other_languages
  170. englishLevel=english_level
  171. driverLicenseState=driver_license_state
  172. driverLicenseNumber=driver_license_number
  173. isHispanic*:select:YES,NO,UNKNOWN=is_hispanic
  174. isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa
  175. ethnicities=ethnicities
  176. race=race
  177. specificRaces=specific_races
  178. setIsDeceasedToTrue
  179. dateOfDeath:date
  180. timeOfDeath:time
  181. causeOfDeath
  182. setIsDeceasedToFalse
  183. editPharmacy
  184. pharmacy=pharmacy
  185. pharmacyFacilityUid:record:facility:uid,name
  186. editSsn
  187. ssn=ssn
  188. putMedicareInfo
  189. nameFirst*=name_first
  190. nameLast*=name_last
  191. dob*:date=dob
  192. mcn*=mcn
  193. removeMcn
  194. updateWebcamInfo
  195. hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device
  196. webcamDevice=webcam_device
  197. putMcp
  198. mcpProUid*:record:pro:uid,name_display
  199. removeMcp
  200. updateMcpOnboardingVisitInfo
  201. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  202. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  203. mcpOnboardingVisitNoteUid:record:note:uid,title
  204. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  205. updateMcpOnboardingActiveInfo
  206. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  207. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  208. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  209. putMcpOnboardingPro
  210. mcpOnboardingProUid*:record:pro:uid,name_display
  211. removeMcpOnboardingPro
  212. acceptAssignmentAsMcpOnboardingPro
  213. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  214. rejectAssignmentAsMcpOnboardingPro
  215. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  216. updateMcpOnboardingProDecisionMemo
  217. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  218. updateMcpOnboardingStrategy
  219. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  220. updateNextMcpOnboardingAttempt
  221. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  222. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  223. putCmPro
  224. cmProUid*:record:pro:uid,name_display
  225. removeCmPro
  226. putRmePro
  227. rmeProUid*:record:pro:uid,name_display
  228. removeRmePro
  229. putRmmPro
  230. rmmProUid*:record:pro:uid,name_display
  231. removeRmmPro
  232. putRdPro
  233. rdProUid*:record:pro:uid,name_display
  234. removeRdPro
  235. updateMntEligibility
  236. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  237. numberOfMntHoursLeftThisYear:number=number_of_mnt_hours_left_this_year
  238. updateCmEligibility
  239. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  240. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  241. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  242. setIsEnrolledInCmToFalse
  243. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  244. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  245. setIsEnrolledInCmToTrue
  246. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  247. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  248. cmReason1*=cm_reason1
  249. cmReason2=cm_reason2
  250. updateCmReasons
  251. cmReason1*=cm_reason1
  252. cmReason2=cm_reason2
  253. updateRmReasons
  254. rmReason1*=rm_reason1
  255. rmReason2=rm_reason2
  256. updateCmEnrollmentConsentInfo
  257. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  258. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  259. updateWhyNotEnrolledInCm
  260. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  261. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  262. updateRmEligibility
  263. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  264. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  265. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  266. setIsEnrolledInRmToFalse
  267. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  268. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  269. setIsEnrolledInRmToTrue
  270. rmReason1*=rm_reason1
  271. rmReason2=rm_reason2
  272. updateWhyNotEnrolledInRm
  273. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  274. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  275. updateEquipmentInfo
  276. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  277. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  278. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  279. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  280. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  281. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  282. SUB
  283. dashboard:custom
  284. detail:dashboard
  285. !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
  286. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  287. !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/$uid/ACTION_editName
  288. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  289. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  290. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  291. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  292. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  293. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  294. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  295. !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/$uid/ACTION_editContactDetails
  296. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  297. !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/$uid/ACTION_putNewEmailAddress
  298. !grp:Credentials:username
  299. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  300. !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/$uid/ACTION_editMiscDemographics
  301. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  302. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  303. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  304. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  305. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  306. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  307. !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/$uid/ACTION_updateMcpOnboardingVisitInfo
  308. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo
  309. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  310. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  311. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  312. !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/$uid/ACTION_updateCmEligibility
  313. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  314. !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/$uid/ACTION_updateEquipmentInfo
  315. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  316. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  317. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  318. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  319. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  320. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  321. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  322. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  323. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  324. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  325. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  326. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  327. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  328. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  329. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  330. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  331. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  332. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  333. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  334. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  335. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  336. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  337. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  338. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  339. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  340. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  341. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  342. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  343. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  344. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  345. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  346. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  347. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  348. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  349. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  350. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  351. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  352. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  353. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  354. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  355. !qry:pros:select id, name_display from pro
  356. !qry:facilities:select id, name from facility
  357. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  358. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  359. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  360. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  361. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  362. !col:dob:Date of Birth
  363. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  364. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  365. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  366. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  367. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  368. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  369. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  370. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  371. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  372. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  373. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  374. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  375. !nal:
  376. measurements
  377. id=measurement.client_id=>/measurements/view/UID
  378. !inc:label,value,effective_date
  379. add_new:measurement=>/measurements/view/UID
  380. clientUid:hidden=uid
  381. label
  382. value:number
  383. effectiveDate:date
  384. med_profile
  385. id=client_info_line.client_id=>/med_profiles/view/UID
  386. !inc:id,category,content_text,content_detail
  387. add_new:client_info_line=>/med_profile_lines/view/UID
  388. clientUid:hidden=uid
  389. category
  390. contentText
  391. contentDetail
  392. med_profile_log
  393. id=client_info_line_update.client_id=>/med_profiles/view/UID
  394. !inc:id,category,content_text,content_detail
  395. pro_access
  396. id=client_pro_access.client_id=>/client_pro_access/view/UID
  397. add_new:client_pro_access=>/client_pro_access/view/UID
  398. clientUid:hidden=uid
  399. proUid:record:pro:uid,name_display
  400. reasonCategory
  401. reasonMemo
  402. reasonDetail
  403. notes
  404. id=note.client_id=>/notes/view/UID
  405. !inc:uid,title
  406. add_new:note=>/notes/view/UID
  407. clientUid:hidden=uid
  408. hcpProUid:record:pro:uid,name_display
  409. title
  410. effectiveDateEST:date
  411. effectiveTime:time
  412. reason1
  413. reason2
  414. reason3
  415. reason3Plus
  416. serviceLocation
  417. category
  418. contentText
  419. contentDetail
  420. relationships
  421. id=relationship.client_id=>/relationships/view/UID
  422. !inc:name_first,name_middle,name_last,email_address
  423. add_new:relationship=>/relationships/view/UID
  424. clientUid:hidden=uid
  425. relationshipToClient
  426. relationshipMemo
  427. namePrefix
  428. nameFirst
  429. nameMiddle
  430. nameLast
  431. nameSuffix
  432. nameMaiden
  433. namePrevious
  434. organizationName
  435. phoneHome
  436. phoneMobile
  437. phoneWork
  438. phoneMemo
  439. homeAddress
  440. mailingAddress
  441. emailAddress
  442. isHispanic:select:YES,NO,UNKNOWN
  443. isBlackOrAA:select:YES,NO,UNKNOWN
  444. ethnicities
  445. race
  446. specificRaces
  447. preferredLanguage
  448. otherLanguages
  449. englishLevel
  450. contactClientUid:record:client:uid,name_first
  451. care_months
  452. id=care_month.client_id=>/care_months/view/UID
  453. add_new:care_month
  454. clientUid:hidden=uid
  455. startMonth:number
  456. startYear:number
  457. care_month_entries
  458. id=care_month_entry.client_id=>/care_month_entries/view/UID
  459. !qry:pros:SELECT id, name_display FROM pro
  460. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  461. bills
  462. id=bill.client_id=>/bills/view/UID
  463. related_transactions
  464. id=pro_transaction.client_id=>/transactions/view/UID
  465. action_items
  466. id=action_item.client_id=>/action_items/view/UID
  467. add_new:action_item
  468. clientUid:hidden=uid
  469. prescriberProUid:record:pro:uid,name_display
  470. toFacilityUid:record:facility:uid,name
  471. contentText
  472. contentDetail
  473. erx
  474. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  475. add_new_erx:action_item
  476. clientUid:hidden=uid
  477. prescriberProUid:record:pro:uid,name_display
  478. toFacilityUid:record:facility:uid,name
  479. contentText
  480. contentDetail
  481. mcp_updates
  482. id=client_mcp_update.client_id
  483. client_sms
  484. id=client_sms.client_id
  485. !inc:id,from_number, to_number, body, created_at
  486. client_sms_numbers
  487. id=client_sms_number.client_id
  488. !inc:id,sms_number
  489. audit_log
  490. notes|note|view|icon:file-alt
  491. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  492. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  493. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  494. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  495. !col:effective_dateest:Date
  496. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  497. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  498. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  499. !col:service_location:Location
  500. !col:category:Category
  501. !col:content_text:Content
  502. !col:is_signed_by_hcp:HCP Signed?
  503. !col:billed:Billed?:SELECT '-- TODO --' as result
  504. notes/view/{uid}
  505. ACTIONS
  506. signAsHcp
  507. SUB
  508. dashboard
  509. bills
  510. id=bill.note_id=>/bills/view/UID
  511. add_new:bill:createForNote
  512. noteUid:hidden=uid
  513. effectiveDate:date
  514. code
  515. reason1
  516. reason2
  517. reason3
  518. reason3Plus
  519. serviceLocation
  520. modifier
  521. numberOfUnits:number
  522. sections
  523. id=section.note_id=>/sections/view/UID
  524. !inc:summary_html,content_data
  525. relationships|relationship|view|icon:file-alt
  526. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  527. relationships/view/{uid}
  528. ACTIONS
  529. updateBasic
  530. relationshipToClient
  531. relationshipMemo
  532. namePrefix
  533. nameFirst
  534. nameMiddle
  535. nameLast
  536. nameSuffix
  537. nameMaiden
  538. namePrevious
  539. organizationName
  540. phoneHome
  541. phoneMobile
  542. phoneWork
  543. phoneMemo
  544. homeAddress
  545. mailingAddress
  546. emailAddress
  547. isHispanic:select:YES,NO,UNKNOWN
  548. isBlackOrAA:select:YES,NO,UNKNOWN
  549. ethnicities
  550. race
  551. specificRaces
  552. preferredLanguage
  553. otherLanguages
  554. englishLevel
  555. contactClientUid:record:client:uid,name_first
  556. SUB
  557. dashboard
  558. !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
  559. measurements|measurement|view|icon:file-alt
  560. !inc:id,client_id,label,value,effective_date
  561. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  562. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  563. measurements/view/{uid}
  564. ACTIONS
  565. updateBasic
  566. label=label
  567. value:number=value
  568. effectiveDate:date=effective_date
  569. remove
  570. SUB
  571. dashboard
  572. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  573. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  574. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  575. erx|action_item:action_item_category='RX'|view|icon:file-signature
  576. erx/view/{uid}
  577. ACTIONS
  578. signAsPrescriber
  579. updateToFacility
  580. toFacilityUid:record:facility:uid,name
  581. updateContent
  582. contentText=content_text
  583. contentDetail=content_detail
  584. updateStatus
  585. statusCategory:select:OPEN,CLOSED
  586. statusMemo
  587. efax
  588. toFaxNumber:tel
  589. SUB
  590. dashboard
  591. audit_log
  592. action_items|action_item|view|icon:tasks
  593. action_items/view/{uid}
  594. ACTIONS
  595. signAsPrescriber
  596. updateToFacility
  597. toFacilityUid:record:facility:uid,name
  598. updateContent
  599. contentText=content_text
  600. contentDetail=content_detail
  601. updateStatus
  602. statusCategory:select:OPEN,CLOSED
  603. statusMemo
  604. efax
  605. toFaxNumber:tel
  606. SUB
  607. dashboard
  608. audit_log
  609. care_months|care_month|view|icon:calendar-plus
  610. care_months/view/{uid}
  611. ACTIONS
  612. assignMcpPro
  613. mcpProUid:record:pro:uid,name_display
  614. changeMcpPro
  615. mcpProUid:record:pro:uid,name_display
  616. removeMcpPro:if:mcp_pro_id
  617. assignCmPro
  618. cmProUid:record:pro:uid,name_display
  619. changeCmPro
  620. cmProUid:record:pro:uid,name_display
  621. removeCmPro:if:cm_pro_id
  622. assignRmePro
  623. rmeProUid:record:pro:uid,name_display
  624. changeRmePro
  625. rmeProUid:record:pro:uid,name_display
  626. removeRmePro:if:rme_pro_id
  627. assignRmmPro
  628. rmmProUid:record:pro:uid,name_display
  629. changeRmmPro
  630. rmmProUid:record:pro:uid,name_display
  631. removeRmmPro:if:rmm_pro_id
  632. updateCmReasons
  633. cmReason1*
  634. cmReason2
  635. updateRmReasons
  636. rmReason1*
  637. rmReason2
  638. setIsClientEnrolledInCmToTrue
  639. setIsClientEnrolledInCmToFalse
  640. updateWhyNotEnrolledInCm
  641. whyNotEnrolledInCmCategory
  642. whyNotEnrolledInCmMemo
  643. setIsClientEnrolledInRmToTrue
  644. setIsClientEnrolledInRmToFalse
  645. updateWhyNotEnrolledInRm
  646. whyNotEnrolledInRmCategory
  647. whyNotEnrolledInRmMemo
  648. generateBillForCm
  649. cmCode:select:CM20,CM30_HCP,CM60,CM90
  650. generateBillForRm
  651. rmCode:select:RM1,RM20,RM30,RM60
  652. setIsCmCanceledThisMonthToTrue
  653. updateWhyIsCmCanceledThisMonth
  654. setIsCmCanceledThisMonthToFalse
  655. setIsRmCanceledThisMonthToTrue
  656. updateWhyIsRmCanceledThisMonth
  657. setIsRmCanceledThisMonthToFalse
  658. setIsTmThisMonthToTrue
  659. setIsTmThisMonthToFalse
  660. SUB
  661. dashboard
  662. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  663. !qry:pros:SELECT id, name_display FROM pro
  664. !grp:Info:client_id,start_date
  665. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  666. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  667. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  668. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  669. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  670. !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
  671. !grp:Bills:cm_bill_id,rm_bill_id
  672. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  673. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  674. !grp:TM:is_tm_this_month
  675. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  676. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  677. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  678. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  679. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  680. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  681. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  682. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  683. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  684. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  685. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  686. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  687. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  688. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  689. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  690. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  691. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  692. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  693. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  694. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  695. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  696. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  697. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  698. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  699. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  700. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  701. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  702. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  703. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  704. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  705. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  706. !nal:
  707. # :: need remove
  708. cm_time_entries
  709. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  710. !inc:content_text,content_detail,time_in_seconds
  711. add_new:care_month_entry:createForCm
  712. careMonthUid:hidden=uid
  713. proUid:record:pro:uid,name_display
  714. effectiveDate:date
  715. timeInSeconds:number
  716. isTimeSpecific:bool
  717. startingTime:time
  718. endingTime:time
  719. contentText
  720. contentDetail
  721. # :: need remove
  722. rm_time_entries
  723. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  724. add_new:care_month_entry:createForRm
  725. careMonthUid:hidden=uid
  726. proUid:record:pro:uid,name_display
  727. effectiveDate:date
  728. timeInSeconds:number
  729. isTimeSpecific:bool
  730. startingTime:time
  731. endingTime:time
  732. contentText
  733. contentDetail
  734. bills
  735. id=bill.care_month_id=>/bills/view/UID
  736. audit_log
  737. care_month_entries|care_month_entry|view|icon:calendar-alt
  738. !qry:pros:SELECT id, name_display FROM pro
  739. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  740. care_month_entries/view/{uid}
  741. ACTIONS
  742. updateContent
  743. contentText
  744. contentDetail
  745. updateTiming
  746. effectiveDate:date
  747. timeInSeconds:number
  748. isTimeSpecific:bool
  749. startingTime:time
  750. endingTime:time
  751. remove
  752. SUB
  753. dashboard
  754. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  755. !qry:pros:select id, name_display from pro
  756. !grp:Info:cm_or_rm,client_id ,pro_id
  757. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  758. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  759. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  760. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  761. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  762. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  763. !nal:
  764. bills|bill|view|icon:file-invoice-dollar
  765. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  766. bills/view/{uid}
  767. ACTIONS
  768. payHcpAmount
  769. hcpPaymentAmount:number=hcp_expected_payment_amount
  770. payHcpDifferentAmount
  771. differentHcpPaymentAmount:number
  772. payCmAmount
  773. cmPaymentAmount:number
  774. payCmDifferentAmount
  775. differentCmPaymentAmount:number
  776. payRmeAmount
  777. rmePaymentAmount:number
  778. payRmeDifferentAmount
  779. differentRmePaymentAmount:number
  780. payRmmAmount
  781. rmmPaymentAmount:number
  782. payRmmDifferentAmount
  783. differentRmmPaymentAmount:number
  784. signAsHcp
  785. signAsCm
  786. signAsRme
  787. signAsRmm
  788. markSubmitted
  789. markCancelled
  790. putCollectedAmount
  791. collectedAmount
  792. SUB
  793. dashboard
  794. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  795. !grp:Note:note_id,note_ally_id
  796. !grp:Care Month:care_month_id
  797. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  798. !grp:Service Location:service_location
  799. !grp:Reasons:reason1,reason2,reason3
  800. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  801. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  802. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  803. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  804. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  805. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  806. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  807. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  808. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  809. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  810. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  811. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  812. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  813. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  814. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  815. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  816. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  817. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  818. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  819. !nal:
  820. transactions
  821. id=pro_transaction.bill_id
  822. audit_log
  823. transactions|pro_transaction|view|icon:exchange-alt
  824. transactions/view/{uid}
  825. ACTIONS
  826. SUB
  827. dashboard
  828. med_profile_lines|client_info_line|view|icon:window-restore
  829. med_profile_lines/view/{uid}
  830. ACTIONS
  831. remove
  832. removalMemo=removal_memo
  833. updateContent
  834. contentText=content_text
  835. contentDetail=content_detail
  836. SUB
  837. dashboard
  838. !grp:Med Profile Details:id,category,content_text,content_detail
  839. med_profile_line_updates|client_info_line_update|icon:window-restore
  840. mcp_updates|client_mcp_update|icon:user-edit
  841. # audit_log :: coming soon
  842. ADMIN
  843. # admin_dashboard
  844. facilities|facility|add|view|icon:temperature-low
  845. facilities/add_new:create
  846. name
  847. addressFull
  848. addressLine1
  849. addressLine2
  850. addressCity
  851. addressState
  852. addressZip
  853. addressCountry
  854. addressGeoLat:number
  855. addressGeoLong:number
  856. phone
  857. fax
  858. hours:number
  859. facilities/view/{uid}
  860. ACTIONS
  861. updateBasic
  862. name
  863. addressFull
  864. addressLine1
  865. addressLine2
  866. addressCity
  867. addressState
  868. addressZip
  869. addressCountry
  870. addressGeoLat
  871. addressGeoLong
  872. phone
  873. fax
  874. hours
  875. deactivate
  876. memo
  877. updateDeactivationMemo
  878. memo=deactivation_memo
  879. reactivate
  880. memo
  881. updateReactivationMemo
  882. memo=reactivation_memo
  883. SUB
  884. dashboard
  885. erx
  886. action_items
  887. audit_log
  888. pros|pro|add|view|icon:user-md
  889. !inc:@name_display,name_first,name_last,pro_type
  890. col:name_display
  891. name_first
  892. name_last
  893. pro_type
  894. pros/add_new:create
  895. cellNumber*:tel
  896. temporaryPassword*
  897. emailAddress:email
  898. nameDisplay
  899. namePrefix
  900. nameFirst*
  901. nameMiddle
  902. nameLast*
  903. nameSuffix
  904. nameCredential
  905. isHcp:bool
  906. hcpNpi
  907. previousProfessionCategory
  908. currentProfessionCategory
  909. pros/view/{uid}
  910. ACTIONS
  911. sendCellNumberConfirmationMessage
  912. adminResetPassword
  913. temporaryPassword*:password
  914. confirmCellNumberWithConfirmationToken
  915. cellNumber*:tel=cell_number
  916. token*
  917. putNewCellNumber
  918. newCellNumber*:tel=cell_number
  919. confirmEmailAddressWithConfirmationToken
  920. emailAddress*:email=email_address
  921. token*
  922. putNewEmailAddress
  923. newEmailAddress*:email=email_address
  924. updateName
  925. nameDisplay=name_display
  926. namePrefix=name_prefix
  927. nameFirst*=name_first
  928. nameMiddle=name_middle
  929. nameLast*=name_last
  930. nameSuffix=name_suffix
  931. nameCredential=name_credential
  932. updateProfession
  933. isHcp*:bool=is_hcp
  934. hcpNpi=hcp_npi
  935. previousProfessionCategory=previous_profession_category
  936. currentProfessionCategory=current_profession_category
  937. hcpCategory=hcp_category
  938. hcpSubcategory=hcp_subcategory
  939. updateEnrolledHcpInfo
  940. enrolledHcpCategory=enrolled_hcp_category
  941. enrolledHcpSubcategory=enrolled_hcp_subcategory
  942. enrolledHcpNpi=enrolled_hcp_npi
  943. putProfilePicture
  944. profilePictureBase64=profile_picture_base64
  945. updatePhoneInfo
  946. homePhoneNumber=home_phone_number
  947. workPhoneNumber=work_phone_number
  948. supporterPhoneNumber=supporter_phone_number
  949. supporterMemo=supporter_memo
  950. phoneNumbersMemo=phone_numbers_memo
  951. updateAddress
  952. mailingAddressLine1=mailing_address_line1
  953. mailingAddressLine2=mailing_address_line2
  954. mailingAddressCity=mailing_address_city
  955. mailingAddressState=mailing_address_state
  956. mailingAddressCountry=mailing_address_country
  957. mailingAddressZip=mailing_address_zip
  958. mailingAddressLat:number=mailing_address_lat
  959. mailingAddressLong:number=mailing_address_long
  960. homeAddressLine1=home_address_line1
  961. homeAddressLine2=home_address_line2
  962. homeAddressCity=home_address_city
  963. homeAddressState=home_address_state
  964. homeAddressCountry=home_address_country
  965. homeAddressZip=home_address_zip
  966. homeAddressLat:number=home_address_lat
  967. homeAddressLong:number=home_address_long
  968. updatePaymentProcessingDetail
  969. paymentProcessingDetail=payment_processing_detail
  970. uploadDriverLicense
  971. driverLicenseFilePath=driver_license_file_path
  972. updateDriverLicenseInfo
  973. driverLicenseState=driver_license_state
  974. driverLicenseIssueDate=driver_license_issue_date
  975. driverLicenseExpirationDate=driver_license_expiration_date
  976. updateSsn
  977. ssn=ssn
  978. # new actions from ProService.java
  979. sendEmailAddressConfirmationMessage
  980. setIsHcpToTrue
  981. setIsHcpToFalse
  982. setIsEnrolledAsHcpToTrue
  983. setIsEnrolledAsHcpToFalse
  984. setIsEnrolledAsMcpToTrue
  985. setIsEnrolledAsMcpToFalse
  986. setHasAccessToNextPatientButtonToTrue
  987. setHasAccessToNextPatientButtonToFalse
  988. setCanCreateClientWithInvalidMcnToTrue
  989. setCanCreateClientWithInvalidMcnToFalse
  990. setIsVideoVisitAssistantToTrue
  991. setIsVideoVisitAssistantToFalse
  992. removeProfilePicture
  993. updateW9Detail
  994. w9Detail=w9detail
  995. updateSignedContractPdf
  996. signedContractPdf=signed_contract_pdf
  997. setIsPaymentProcessingDetailCompleteToTrue
  998. setIsPaymentProcessingDetailCompleteToFalse
  999. setIsDriverLicenseCompleteToTrue
  1000. setIsDriverLicenseCompleteToFalse
  1001. setIsSsnCompleteToTrue
  1002. setIsSsnCompleteToFalse
  1003. setProType
  1004. proType:select:ADMIN,INDIVIDUAL,GROUP
  1005. SUB
  1006. dashboard
  1007. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1008. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1009. !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/$uid/ACTION_putNewEmailAddress
  1010. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1011. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1012. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1013. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1014. !grp:MCP Enrollment:is_enrolled_as_mcp
  1015. !grp:Next Patient Button:has_access_to_next_patient_button
  1016. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1017. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1018. !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/$uid/ACTION_updateAddress
  1019. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1020. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1021. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1022. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1023. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1024. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1025. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1026. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1027. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1028. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1029. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1030. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1031. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1032. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1033. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1034. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1035. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1036. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1037. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1038. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1039. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1040. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1041. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1042. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1043. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1044. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1045. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1046. !nal:
  1047. pro_rates
  1048. id=pro_rate.pro_id=>/pro_rates/view/UID
  1049. !inc:@uid,responsibility,code,amount
  1050. add_new:pro_rate:create
  1051. proUid:hidden=uid
  1052. responsibility:select:HCP,NA,CM,RME,RMM
  1053. code*
  1054. amount:number
  1055. clients
  1056. pro_access
  1057. id=client_pro_access.pro_id=>/pro_access/view/UID
  1058. add_new:client_pro_access=>/pro_access/view/UID
  1059. proUid:hidden=uid
  1060. clientUid:record:client:uid,name_first
  1061. reasonCategory
  1062. reasonMemo
  1063. reasonDetail
  1064. mcp_updates
  1065. erx
  1066. action_items
  1067. care_months
  1068. care_month_entries
  1069. notes
  1070. bills
  1071. transactions
  1072. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1073. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1074. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1075. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1076. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1077. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1078. add_new_credit:pro_transaction:createManualPlusForPro
  1079. proUid:hidden=uid
  1080. amount:number
  1081. intendedResultingBalance:number
  1082. customMemo
  1083. add_new_debit:pro_transaction:createManualMinusForPro
  1084. proUid:hidden=uid
  1085. amount:number
  1086. intendedResultingBalance:number
  1087. customMemo
  1088. sessions
  1089. audit_log
  1090. pro_rates|pro_rate|view|icon:funnel-dollar
  1091. !inc:@created_at,is_active,pro,responsibility,code,amount
  1092. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1093. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1094. pro_rates/view/{uid}
  1095. ACTIONS
  1096. updateAmount
  1097. newAmount:number=amount
  1098. reactivate
  1099. memo
  1100. deactivate
  1101. memo
  1102. SUB
  1103. dashboard
  1104. client_pro_access|client_pro_access|view|icon:key
  1105. client_pro_access/view/{uid}
  1106. ACTIONS
  1107. updateReason
  1108. reasonCategory=reason_category
  1109. reasonDetail=reason_memo
  1110. deactivate
  1111. memo
  1112. updateDeactivationMemo
  1113. memo=deactivation_memo
  1114. reactivate
  1115. memo
  1116. updateReactivationMemo
  1117. memo=reactivation_memo
  1118. SUB
  1119. dashboard
  1120. section_templates|section_template|add|icon:user-md
  1121. !inc:@title,internal_name
  1122. section_templates/add_new:create
  1123. title
  1124. internalName
  1125. note_templates|note_template|add|view|icon:user-md
  1126. !inc:@title
  1127. note_templates/add_new:create
  1128. title
  1129. note_templates/view/{uid}
  1130. ACTIONS
  1131. updateTitle
  1132. title=title
  1133. SUB
  1134. dashboard
  1135. note_template_section_templates|note_template_section_template|add
  1136. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1137. !inc:@uid,section_template_id
  1138. !qry:section_templates:SELECT id, title FROM section_template
  1139. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1140. add_new:note_template_section_template:create
  1141. noteTemplateUID:hidden=uid
  1142. sectionTemplateUID:record:section_template:uid,title
  1143. invitations|invitation|add|view|icon:user-md
  1144. !inc:@id,pro_id,first_name,last_name,dob,mcn,email,cell_number,memo,invitation_key,last_email_sent_at,last_sms_sent_at,has_invitation_been_viewed,guest_first_name,guest_last_name,guest_dob,guest_mcn,is_client_already_in_system,client_id,created_at,is_active
  1145. invitations/add_new:create
  1146. title
  1147. proUid:record:pro:uid,name_display
  1148. firstName
  1149. lastName
  1150. dob:date
  1151. mcn
  1152. email:email
  1153. cellNumber
  1154. memo
  1155. invitations/view/{uid}
  1156. ACTIONS
  1157. deactivate
  1158. deactivation_memo=deactivation_memo
  1159. reactivate
  1160. reactivation_memo=reactivation_memo
  1161. sendEmail
  1162. email
  1163. sendSms
  1164. cellNumber
  1165. putMedicareInfoAsGuest
  1166. firstName
  1167. lastName
  1168. dob:date
  1169. mcn
  1170. updateBasic
  1171. firstName=first_name
  1172. lastName=last_name
  1173. dob:date=dob
  1174. mcn=mcn
  1175. email=email
  1176. cellNumber=cell_number
  1177. memo=memo
  1178. SUB
  1179. dashboard
  1180. client_smses|client_sms|view|icon:comments
  1181. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1182. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1183. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1184. client_smses/view/{uid}
  1185. ACTIONS
  1186. assignIncomingSmsToClient
  1187. clientUid:record:client:uid,name_first
  1188. SUB
  1189. dashboard