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