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,=,$pro_id:all
  461. bills
  462. id=bill.client_id=>/bills/view/UID
  463. related_transactions
  464. id=pro_transaction.client_id=>/transactions/view/UID
  465. action_items
  466. id=action_item.client_id=>/action_items/view/UID
  467. add_new:action_item
  468. clientUid:hidden=uid
  469. prescriberProUid:record:pro:uid,name_display
  470. toFacilityUid:record:facility:uid,name
  471. contentText
  472. contentDetail
  473. erx
  474. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  475. add_new_erx:action_item
  476. clientUid:hidden=uid
  477. prescriberProUid:record:pro:uid,name_display
  478. toFacilityUid:record:facility:uid,name
  479. contentText
  480. contentDetail
  481. mcp_updates
  482. id=client_mcp_update.client_id
  483. audit_log
  484. notes|note|view|icon:file-alt
  485. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  486. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  487. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  488. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  489. !col:effective_dateest:Date
  490. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  491. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  492. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  493. !col:service_location:Location
  494. !col:category:Category
  495. !col:content_text:Content
  496. !col:is_signed_by_hcp:HCP Signed?
  497. !col:billed:Billed?:SELECT '-- TODO --' as result
  498. notes/view/{uid}
  499. ACTIONS
  500. signAsHcp
  501. SUB
  502. dashboard
  503. bills
  504. id=bill.note_id=>/bills/view/UID
  505. add_new:bill:createForNote
  506. noteUid:hidden=uid
  507. effectiveDate:date
  508. code
  509. reason1
  510. reason2
  511. reason3
  512. reason3Plus
  513. serviceLocation
  514. modifier
  515. numberOfUnits:number
  516. sections
  517. id=section.note_id=>/sections/view/UID
  518. !inc:summary_html,content_data
  519. relationships|relationship|view|icon:file-alt
  520. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  521. relationships/view/{uid}
  522. ACTIONS
  523. updateBasic
  524. relationshipToClient
  525. relationshipMemo
  526. namePrefix
  527. nameFirst
  528. nameMiddle
  529. nameLast
  530. nameSuffix
  531. nameMaiden
  532. namePrevious
  533. organizationName
  534. phoneHome
  535. phoneMobile
  536. phoneWork
  537. phoneMemo
  538. homeAddress
  539. mailingAddress
  540. emailAddress
  541. isHispanic:select:YES,NO,UNKNOWN
  542. isBlackOrAA:select:YES,NO,UNKNOWN
  543. ethnicities
  544. race
  545. specificRaces
  546. preferredLanguage
  547. otherLanguages
  548. englishLevel
  549. contactClientUid:record:client:uid,name_first
  550. SUB
  551. dashboard
  552. !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
  553. measurements|measurement|view|icon:file-alt
  554. !inc:id,client_id,label,value,effective_date
  555. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  556. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  557. measurements/view/{uid}
  558. ACTIONS
  559. updateBasic
  560. label=label
  561. value:number=value
  562. effectiveDate:date=effective_date
  563. remove
  564. SUB
  565. dashboard
  566. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  567. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  568. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  569. erx|action_item:action_item_category='RX'|view|icon:file-signature
  570. erx/view/{uid}
  571. ACTIONS
  572. signAsPrescriber
  573. updateToFacility
  574. toFacilityUid:record:facility:uid,name
  575. updateContent
  576. contentText=content_text
  577. contentDetail=content_detail
  578. updateStatus
  579. statusCategory:select:OPEN,CLOSED
  580. statusMemo
  581. efax
  582. toFaxNumber:tel
  583. SUB
  584. dashboard
  585. audit_log
  586. action_items|action_item|view|icon:tasks
  587. action_items/view/{uid}
  588. ACTIONS
  589. signAsPrescriber
  590. updateToFacility
  591. toFacilityUid:record:facility:uid,name
  592. updateContent
  593. contentText=content_text
  594. contentDetail=content_detail
  595. updateStatus
  596. statusCategory:select:OPEN,CLOSED
  597. statusMemo
  598. efax
  599. toFaxNumber:tel
  600. SUB
  601. dashboard
  602. audit_log
  603. care_months|care_month|view|icon:calendar-plus
  604. care_months/view/{uid}
  605. ACTIONS
  606. assignMcpPro
  607. mcpProUid:record:pro:uid,name_display
  608. changeMcpPro
  609. mcpProUid:record:pro:uid,name_display
  610. removeMcpPro:if:mcp_pro_id
  611. assignCmPro
  612. cmProUid:record:pro:uid,name_display
  613. changeCmPro
  614. cmProUid:record:pro:uid,name_display
  615. removeCmPro:if:cm_pro_id
  616. assignRmePro
  617. rmeProUid:record:pro:uid,name_display
  618. changeRmePro
  619. rmeProUid:record:pro:uid,name_display
  620. removeRmePro:if:rme_pro_id
  621. assignRmmPro
  622. rmmProUid:record:pro:uid,name_display
  623. changeRmmPro
  624. rmmProUid:record:pro:uid,name_display
  625. removeRmmPro:if:rmm_pro_id
  626. updateCmReasons
  627. cmReason1*
  628. cmReason2
  629. updateRmReasons
  630. rmReason1*
  631. rmReason2
  632. setIsClientEnrolledInCmToTrue
  633. setIsClientEnrolledInCmToFalse
  634. updateWhyNotEnrolledInCm
  635. whyNotEnrolledInCmCategory
  636. whyNotEnrolledInCmMemo
  637. setIsClientEnrolledInRmToTrue
  638. setIsClientEnrolledInRmToFalse
  639. updateWhyNotEnrolledInRm
  640. whyNotEnrolledInRmCategory
  641. whyNotEnrolledInRmMemo
  642. generateBillForCm
  643. cmCode:select:CM20,CM30_HCP,CM60,CM90
  644. generateBillForRm
  645. rmCode:select:RM1,RM20,RM30,RM60
  646. setIsCmCanceledThisMonthToTrue
  647. updateWhyIsCmCanceledThisMonth
  648. setIsCmCanceledThisMonthToFalse
  649. setIsRmCanceledThisMonthToTrue
  650. updateWhyIsRmCanceledThisMonth
  651. setIsRmCanceledThisMonthToFalse
  652. setIsTmThisMonthToTrue
  653. setIsTmThisMonthToFalse
  654. SUB
  655. dashboard
  656. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  657. !qry:pros:SELECT id, name_display FROM pro
  658. !grp:Info:client_id,start_date
  659. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  660. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  661. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  662. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  663. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  664. !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
  665. !grp:Bills:cm_bill_id,rm_bill_id
  666. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  667. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  668. !grp:TM:is_tm_this_month
  669. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  670. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  671. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  672. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  673. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  674. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  675. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  676. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  677. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  678. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  679. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  680. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  681. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  682. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  683. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  684. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  685. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  686. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  687. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  688. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  689. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  690. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  691. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  692. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  693. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  694. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  695. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  696. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  697. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  698. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  699. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  700. !nal:
  701. # :: need remove
  702. cm_time_entries
  703. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  704. !inc:content_text,content_detail,time_in_seconds
  705. add_new:care_month_entry:createForCm
  706. careMonthUid:hidden=uid
  707. proUid:record:pro:uid,name_display
  708. effectiveDate:date
  709. timeInSeconds:number
  710. isTimeSpecific:bool
  711. startingTime:time
  712. endingTime:time
  713. contentText
  714. contentDetail
  715. # :: need remove
  716. rm_time_entries
  717. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  718. add_new:care_month_entry:createForRm
  719. careMonthUid:hidden=uid
  720. proUid:record:pro:uid,name_display
  721. effectiveDate:date
  722. timeInSeconds:number
  723. isTimeSpecific:bool
  724. startingTime:time
  725. endingTime:time
  726. contentText
  727. contentDetail
  728. bills
  729. id=bill.care_month_id=>/bills/view/UID
  730. audit_log
  731. care_month_entries|care_month_entry|view|icon:calendar-alt
  732. !qry:pros:SELECT id, name_display FROM pro
  733. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  734. care_month_entries/view/{uid}
  735. ACTIONS
  736. updateContent
  737. contentText
  738. contentDetail
  739. updateTiming
  740. effectiveDate:date
  741. timeInSeconds:number
  742. isTimeSpecific:bool
  743. startingTime:time
  744. endingTime:time
  745. remove
  746. SUB
  747. dashboard
  748. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  749. !qry:pros:select id, name_display from pro
  750. !grp:Info:cm_or_rm,client_id ,pro_id
  751. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  752. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  753. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  754. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  755. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  756. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  757. !nal:
  758. bills|bill|view|icon:file-invoice-dollar
  759. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  760. bills/view/{uid}
  761. ACTIONS
  762. payHcpAmount
  763. hcpPaymentAmount:number=hcp_expected_payment_amount
  764. payHcpDifferentAmount
  765. differentHcpPaymentAmount:number
  766. payCmAmount
  767. cmPaymentAmount:number
  768. payCmDifferentAmount
  769. differentCmPaymentAmount:number
  770. payRmeAmount
  771. rmePaymentAmount:number
  772. payRmeDifferentAmount
  773. differentRmePaymentAmount:number
  774. payRmmAmount
  775. rmmPaymentAmount:number
  776. payRmmDifferentAmount
  777. differentRmmPaymentAmount:number
  778. signAsHcp
  779. signAsCm
  780. signAsRme
  781. signAsRmm
  782. markSubmitted
  783. markCancelled
  784. putCollectedAmount
  785. collectedAmount
  786. SUB
  787. dashboard
  788. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  789. !grp:Note:note_id,note_ally_id
  790. !grp:Care Month:care_month_id
  791. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  792. !grp:Service Location:service_location
  793. !grp:Reasons:reason1,reason2,reason3
  794. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  795. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  796. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  797. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  798. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  799. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  800. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  801. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  802. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  803. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  804. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  805. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  806. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  807. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  808. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  809. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  810. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  811. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  812. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  813. !nal:
  814. transactions
  815. id=pro_transaction.bill_id
  816. audit_log
  817. transactions|pro_transaction|view|icon:exchange-alt
  818. transactions/view/{uid}
  819. ACTIONS
  820. SUB
  821. dashboard
  822. med_profile_lines|client_info_line|view|icon:window-restore
  823. med_profile_lines/view/{uid}
  824. ACTIONS
  825. remove
  826. removalMemo=removal_memo
  827. updateContent
  828. contentText=content_text
  829. contentDetail=content_detail
  830. SUB
  831. dashboard
  832. !grp:Med Profile Details:id,category,content_text,content_detail
  833. med_profile_line_updates|client_info_line_update|icon:window-restore
  834. mcp_updates|client_mcp_update|icon:user-edit
  835. # audit_log :: coming soon
  836. ADMIN
  837. # admin_dashboard
  838. facilities|facility|add|view|icon:temperature-low
  839. facilities/add_new:create
  840. name
  841. addressFull
  842. addressLine1
  843. addressLine2
  844. addressCity
  845. addressState
  846. addressZip
  847. addressCountry
  848. addressGeoLat:number
  849. addressGeoLong:number
  850. phone
  851. fax
  852. hours:number
  853. facilities/view/{uid}
  854. ACTIONS
  855. updateBasic
  856. name
  857. addressFull
  858. addressLine1
  859. addressLine2
  860. addressCity
  861. addressState
  862. addressZip
  863. addressCountry
  864. addressGeoLat
  865. addressGeoLong
  866. phone
  867. fax
  868. hours
  869. deactivate
  870. memo
  871. updateDeactivationMemo
  872. memo=deactivation_memo
  873. reactivate
  874. memo
  875. updateReactivationMemo
  876. memo=reactivation_memo
  877. SUB
  878. dashboard
  879. erx
  880. action_items
  881. audit_log
  882. pros|pro|add|view|icon:user-md
  883. !inc:@name_display,name_first,name_last,pro_type
  884. col:name_display
  885. name_first
  886. name_last
  887. pro_type
  888. pros/add_new:create
  889. cellNumber*:tel
  890. temporaryPassword*
  891. emailAddress:email
  892. nameDisplay
  893. namePrefix
  894. nameFirst*
  895. nameMiddle
  896. nameLast*
  897. nameSuffix
  898. nameCredential
  899. isHcp:bool
  900. hcpNpi
  901. previousProfessionCategory
  902. currentProfessionCategory
  903. pros/view/{uid}
  904. ACTIONS
  905. sendCellNumberConfirmationMessage
  906. adminResetPassword
  907. temporaryPassword*:password
  908. confirmCellNumberWithConfirmationToken
  909. cellNumber*:tel=cell_number
  910. token*
  911. putNewCellNumber
  912. newCellNumber*:tel=cell_number
  913. confirmEmailAddressWithConfirmationToken
  914. emailAddress*:email=email_address
  915. token*
  916. putNewEmailAddress
  917. newEmailAddress*:email=email_address
  918. updateName
  919. nameDisplay=name_display
  920. namePrefix=name_prefix
  921. nameFirst*=name_first
  922. nameMiddle=name_middle
  923. nameLast*=name_last
  924. nameSuffix=name_suffix
  925. nameCredential=name_credential
  926. updateProfession
  927. isHcp*:bool=is_hcp
  928. hcpNpi=hcp_npi
  929. previousProfessionCategory=previous_profession_category
  930. currentProfessionCategory=current_profession_category
  931. hcpCategory=hcp_category
  932. hcpSubcategory=hcp_subcategory
  933. updateEnrolledHcpInfo
  934. enrolledHcpCategory=enrolled_hcp_category
  935. enrolledHcpSubcategory=enrolled_hcp_subcategory
  936. enrolledHcpNpi=enrolled_hcp_npi
  937. putProfilePicture
  938. profilePictureBase64=profile_picture_base64
  939. updatePhoneInfo
  940. homePhoneNumber=home_phone_number
  941. workPhoneNumber=work_phone_number
  942. supporterPhoneNumber=supporter_phone_number
  943. supporterMemo=supporter_memo
  944. phoneNumbersMemo=phone_numbers_memo
  945. updateAddress
  946. mailingAddressLine1=mailing_address_line1
  947. mailingAddressLine2=mailing_address_line2
  948. mailingAddressCity=mailing_address_city
  949. mailingAddressState=mailing_address_state
  950. mailingAddressCountry=mailing_address_country
  951. mailingAddressZip=mailing_address_zip
  952. mailingAddressLat:number=mailing_address_lat
  953. mailingAddressLong:number=mailing_address_long
  954. homeAddressLine1=home_address_line1
  955. homeAddressLine2=home_address_line2
  956. homeAddressCity=home_address_city
  957. homeAddressState=home_address_state
  958. homeAddressCountry=home_address_country
  959. homeAddressZip=home_address_zip
  960. homeAddressLat:number=home_address_lat
  961. homeAddressLong:number=home_address_long
  962. updatePaymentProcessingDetail
  963. paymentProcessingDetail=payment_processing_detail
  964. uploadDriverLicense
  965. driverLicenseFilePath=driver_license_file_path
  966. updateDriverLicenseInfo
  967. driverLicenseState=driver_license_state
  968. driverLicenseIssueDate=driver_license_issue_date
  969. driverLicenseExpirationDate=driver_license_expiration_date
  970. updateSsn
  971. ssn=ssn
  972. # new actions from ProService.java
  973. sendEmailAddressConfirmationMessage
  974. setIsHcpToTrue
  975. setIsHcpToFalse
  976. setIsEnrolledAsHcpToTrue
  977. setIsEnrolledAsHcpToFalse
  978. setIsEnrolledAsMcpToTrue
  979. setIsEnrolledAsMcpToFalse
  980. setHasAccessToNextPatientButtonToTrue
  981. setHasAccessToNextPatientButtonToFalse
  982. setCanCreateClientWithInvalidMcnToTrue
  983. setCanCreateClientWithInvalidMcnToFalse
  984. setIsVideoVisitAssistantToTrue
  985. setIsVideoVisitAssistantToFalse
  986. removeProfilePicture
  987. updateW9Detail
  988. w9Detail=w9detail
  989. updateSignedContractPdf
  990. signedContractPdf=signed_contract_pdf
  991. setIsPaymentProcessingDetailCompleteToTrue
  992. setIsPaymentProcessingDetailCompleteToFalse
  993. setIsDriverLicenseCompleteToTrue
  994. setIsDriverLicenseCompleteToFalse
  995. setIsSsnCompleteToTrue
  996. setIsSsnCompleteToFalse
  997. setProType
  998. proType:select:ADMIN,INDIVIDUAL,GROUP
  999. SUB
  1000. dashboard
  1001. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1002. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1003. !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/$uid/ACTION_putNewEmailAddress
  1004. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1005. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1006. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1007. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1008. !grp:MCP Enrollment:is_enrolled_as_mcp
  1009. !grp:Next Patient Button:has_access_to_next_patient_button
  1010. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1011. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1012. !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/$uid/ACTION_updateAddress
  1013. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1014. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1015. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1016. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1017. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1018. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1019. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1020. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1021. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1022. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1023. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1024. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1025. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1026. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1027. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1028. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1029. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1030. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1031. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1032. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1033. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1034. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1035. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1036. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1037. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1038. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1039. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1040. !nal:
  1041. pro_rates
  1042. id=pro_rate.pro_id=>/pro_rates/view/UID
  1043. !inc:@uid,responsibility,code,amount
  1044. add_new:pro_rate:create
  1045. proUid:hidden=uid
  1046. responsibility:select:HCP,NA,CM,RME,RMM
  1047. code*
  1048. amount:number
  1049. clients
  1050. pro_access
  1051. id=client_pro_access.pro_id=>/pro_access/view/UID
  1052. add_new:client_pro_access=>/pro_access/view/UID
  1053. proUid:hidden=uid
  1054. clientUid:record:client:uid,name_first
  1055. reasonCategory
  1056. reasonMemo
  1057. reasonDetail
  1058. mcp_updates
  1059. erx
  1060. action_items
  1061. care_months
  1062. care_month_entries
  1063. notes
  1064. bills
  1065. transactions
  1066. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1067. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1068. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1069. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1070. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1071. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1072. add_new_credit:pro_transaction:createManualPlusForPro
  1073. proUid:hidden=uid
  1074. amount:number
  1075. intendedResultingBalance:number
  1076. customMemo
  1077. add_new_debit:pro_transaction:createManualMinusForPro
  1078. proUid:hidden=uid
  1079. amount:number
  1080. intendedResultingBalance:number
  1081. customMemo
  1082. sessions
  1083. audit_log
  1084. pro_rates|pro_rate|view|icon:funnel-dollar
  1085. !inc:@created_at,is_active,pro,responsibility,code,amount
  1086. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1087. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1088. pro_rates/view/{uid}
  1089. ACTIONS
  1090. updateAmount
  1091. newAmount:number=amount
  1092. reactivate
  1093. memo
  1094. deactivate
  1095. memo
  1096. SUB
  1097. dashboard
  1098. client_pro_access|client_pro_access|view|icon:key
  1099. client_pro_access/view/{uid}
  1100. ACTIONS
  1101. updateReason
  1102. reasonCategory=reason_category
  1103. reasonDetail=reason_memo
  1104. deactivate
  1105. memo
  1106. updateDeactivationMemo
  1107. memo=deactivation_memo
  1108. reactivate
  1109. memo
  1110. updateReactivationMemo
  1111. memo=reactivation_memo
  1112. SUB
  1113. dashboard
  1114. section_templates|section_template|add|icon:user-md
  1115. !inc:@title,internal_name
  1116. section_templates/add_new:create
  1117. title
  1118. internalName
  1119. note_templates|note_template|add|view|icon:user-md
  1120. !inc:@title
  1121. note_templates/add_new:create
  1122. title
  1123. note_templates/view/{uid}
  1124. ACTIONS
  1125. updateTitle
  1126. title=title
  1127. SUB
  1128. dashboard
  1129. note_template_section_templates|note_template_section_template|add
  1130. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1131. !inc:@uid,section_template_id
  1132. !qry:section_templates:SELECT id, title FROM section_template
  1133. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1134. add_new:note_template_section_template:create
  1135. noteTemplateUID:hidden=uid
  1136. sectionTemplateUID:record:section_template:uid,title
  1137. invitations|invitation|add|view|icon:user-md
  1138. !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
  1139. invitations/add_new:create
  1140. title
  1141. proUid:record:pro:uid,name_display
  1142. firstName
  1143. lastName
  1144. dob:date
  1145. mcn
  1146. email:email
  1147. cellNumber
  1148. memo
  1149. invitations/view/{uid}
  1150. ACTIONS
  1151. deactivate
  1152. deactivation_memo=deactivation_memo
  1153. reactivate
  1154. reactivation_memo=reactivation_memo
  1155. sendEmail
  1156. email
  1157. sendSms
  1158. cellNumber
  1159. putMedicareInfoAsGuest
  1160. firstName
  1161. lastName
  1162. dob
  1163. mcn
  1164. SUB
  1165. dashboard