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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. client_documents
  490. id=client_document.client_id=>/client_documents/view/UID
  491. !inc:id,title,category,status,effective_date,provider,notes,file_name
  492. add_new:client_document
  493. clientUid:hidden=uid
  494. title
  495. category
  496. status
  497. effectiveDate:date
  498. provider
  499. notes
  500. file:file
  501. audit_log
  502. bdt_devices
  503. id=client_bdt_device.client_id=>/client_bdt_devices/view/UID
  504. add_new:client_bdt_device
  505. clientUid:hidden=uid
  506. deviceUid*:record:bdt_device:uid,imei
  507. instructions
  508. internalMemo
  509. status
  510. statusMemo
  511. notes|note|view|icon:file-alt
  512. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  513. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  514. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  515. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  516. !col:effective_dateest:Date
  517. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  518. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  519. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  520. !col:service_location:Location
  521. !col:category:Category
  522. !col:content_text:Content
  523. !col:is_signed_by_hcp:HCP Signed?
  524. !col:billed:Billed?:SELECT '-- TODO --' as result
  525. notes/view/{uid}
  526. ACTIONS
  527. signAsHcp
  528. SUB
  529. dashboard
  530. bills
  531. id=bill.note_id=>/bills/view/UID
  532. add_new:bill:createForNote
  533. noteUid:hidden=uid
  534. effectiveDate:date
  535. code
  536. reason1
  537. reason2
  538. reason3
  539. reason3Plus
  540. serviceLocation
  541. modifier
  542. numberOfUnits:number
  543. sections
  544. id=section.note_id=>/sections/view/UID
  545. !inc:summary_html,content_data
  546. relationships|relationship|view|icon:file-alt
  547. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  548. relationships/view/{uid}
  549. ACTIONS
  550. updateBasic
  551. relationshipToClient
  552. relationshipMemo
  553. namePrefix
  554. nameFirst
  555. nameMiddle
  556. nameLast
  557. nameSuffix
  558. nameMaiden
  559. namePrevious
  560. organizationName
  561. phoneHome
  562. phoneMobile
  563. phoneWork
  564. phoneMemo
  565. homeAddress
  566. mailingAddress
  567. emailAddress
  568. isHispanic:select:YES,NO,UNKNOWN
  569. isBlackOrAA:select:YES,NO,UNKNOWN
  570. ethnicities
  571. race
  572. specificRaces
  573. preferredLanguage
  574. otherLanguages
  575. englishLevel
  576. contactClientUid:record:client:uid,name_first
  577. SUB
  578. dashboard
  579. !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
  580. measurements|measurement|view|icon:file-alt
  581. !inc:id,client_id,label,value,effective_date
  582. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  583. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  584. measurements/view/{uid}
  585. ACTIONS
  586. updateBasic
  587. label=label
  588. value:number=value
  589. effectiveDate:date=effective_date
  590. remove
  591. SUB
  592. dashboard
  593. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  594. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  595. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  596. erx|action_item:action_item_category='RX'|view|icon:file-signature
  597. erx/view/{uid}
  598. ACTIONS
  599. signAsPrescriber
  600. updateToFacility
  601. toFacilityUid:record:facility:uid,name
  602. updateContent
  603. contentText=content_text
  604. contentDetail=content_detail
  605. updateStatus
  606. statusCategory:select:OPEN,CLOSED
  607. statusMemo
  608. efax
  609. toFaxNumber:tel
  610. SUB
  611. dashboard
  612. audit_log
  613. action_items|action_item|view|icon:tasks
  614. action_items/view/{uid}
  615. ACTIONS
  616. signAsPrescriber
  617. updateToFacility
  618. toFacilityUid:record:facility:uid,name
  619. updateContent
  620. contentText=content_text
  621. contentDetail=content_detail
  622. updateStatus
  623. statusCategory:select:OPEN,CLOSED
  624. statusMemo
  625. efax
  626. toFaxNumber:tel
  627. SUB
  628. dashboard
  629. audit_log
  630. care_months|care_month|view|icon:calendar-plus
  631. care_months/view/{uid}
  632. ACTIONS
  633. assignMcpPro
  634. mcpProUid:record:pro:uid,name_display
  635. changeMcpPro
  636. mcpProUid:record:pro:uid,name_display
  637. removeMcpPro:if:mcp_pro_id
  638. assignCmPro
  639. cmProUid:record:pro:uid,name_display
  640. changeCmPro
  641. cmProUid:record:pro:uid,name_display
  642. removeCmPro:if:cm_pro_id
  643. assignRmePro
  644. rmeProUid:record:pro:uid,name_display
  645. changeRmePro
  646. rmeProUid:record:pro:uid,name_display
  647. removeRmePro:if:rme_pro_id
  648. assignRmmPro
  649. rmmProUid:record:pro:uid,name_display
  650. changeRmmPro
  651. rmmProUid:record:pro:uid,name_display
  652. removeRmmPro:if:rmm_pro_id
  653. updateCmReasons
  654. cmReason1*
  655. cmReason2
  656. updateRmReasons
  657. rmReason1*
  658. rmReason2
  659. setIsClientEnrolledInCmToTrue
  660. setIsClientEnrolledInCmToFalse
  661. updateWhyNotEnrolledInCm
  662. whyNotEnrolledInCmCategory
  663. whyNotEnrolledInCmMemo
  664. setIsClientEnrolledInRmToTrue
  665. setIsClientEnrolledInRmToFalse
  666. updateWhyNotEnrolledInRm
  667. whyNotEnrolledInRmCategory
  668. whyNotEnrolledInRmMemo
  669. generateBillForCm
  670. cmCode:select:CM20,CM30_HCP,CM60,CM90
  671. generateBillForRm
  672. rmCode:select:RM1,RM20,RM30,RM60
  673. setIsCmCanceledThisMonthToTrue
  674. updateWhyIsCmCanceledThisMonth
  675. setIsCmCanceledThisMonthToFalse
  676. setIsRmCanceledThisMonthToTrue
  677. updateWhyIsRmCanceledThisMonth
  678. setIsRmCanceledThisMonthToFalse
  679. setIsTmThisMonthToTrue
  680. setIsTmThisMonthToFalse
  681. SUB
  682. dashboard
  683. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  684. !qry:pros:SELECT id, name_display FROM pro
  685. !grp:Info:client_id,start_date
  686. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  687. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  688. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  689. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  690. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  691. !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
  692. !grp:Bills:cm_bill_id,rm_bill_id
  693. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  694. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  695. !grp:TM:is_tm_this_month
  696. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  697. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  698. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  699. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  700. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  701. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  702. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  703. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  704. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  705. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  706. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  707. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  708. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  709. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  710. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  711. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  712. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  713. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  714. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  715. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  716. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  717. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  718. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  719. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  720. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  721. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  722. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  723. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  724. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  725. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  726. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  727. !nal:
  728. # :: need remove
  729. cm_time_entries
  730. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  731. !inc:content_text,content_detail,time_in_seconds
  732. add_new:care_month_entry:createForCm
  733. careMonthUid:hidden=uid
  734. proUid:record:pro:uid,name_display
  735. effectiveDate:date
  736. timeInSeconds:number
  737. isTimeSpecific:bool
  738. startingTime:time
  739. endingTime:time
  740. contentText
  741. contentDetail
  742. # :: need remove
  743. rm_time_entries
  744. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  745. add_new:care_month_entry:createForRm
  746. careMonthUid:hidden=uid
  747. proUid:record:pro:uid,name_display
  748. effectiveDate:date
  749. timeInSeconds:number
  750. isTimeSpecific:bool
  751. startingTime:time
  752. endingTime:time
  753. contentText
  754. contentDetail
  755. bills
  756. id=bill.care_month_id=>/bills/view/UID
  757. audit_log
  758. care_month_entries|care_month_entry|view|icon:calendar-alt
  759. !qry:pros:SELECT id, name_display FROM pro
  760. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  761. care_month_entries/view/{uid}
  762. ACTIONS
  763. updateContent
  764. contentText
  765. contentDetail
  766. updateTiming
  767. effectiveDate:date
  768. timeInSeconds:number
  769. isTimeSpecific:bool
  770. startingTime:time
  771. endingTime:time
  772. remove
  773. SUB
  774. dashboard
  775. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  776. !qry:pros:select id, name_display from pro
  777. !grp:Info:cm_or_rm,client_id ,pro_id
  778. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  779. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  780. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  781. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  782. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  783. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  784. !nal:
  785. bills|bill|view|icon:file-invoice-dollar
  786. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  787. bills/view/{uid}
  788. ACTIONS
  789. payHcpAmount
  790. hcpPaymentAmount:number=hcp_expected_payment_amount
  791. payHcpDifferentAmount
  792. differentHcpPaymentAmount:number
  793. payCmAmount
  794. cmPaymentAmount:number
  795. payCmDifferentAmount
  796. differentCmPaymentAmount:number
  797. payRmeAmount
  798. rmePaymentAmount:number
  799. payRmeDifferentAmount
  800. differentRmePaymentAmount:number
  801. payRmmAmount
  802. rmmPaymentAmount:number
  803. payRmmDifferentAmount
  804. differentRmmPaymentAmount:number
  805. signAsHcp
  806. signAsCm
  807. signAsRme
  808. signAsRmm
  809. markSubmitted
  810. markCancelled
  811. putCollectedAmount
  812. collectedAmount
  813. SUB
  814. dashboard
  815. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  816. !grp:Note:note_id,note_ally_id
  817. !grp:Care Month:care_month_id
  818. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  819. !grp:Service Location:service_location
  820. !grp:Reasons:reason1,reason2,reason3
  821. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  822. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  823. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  824. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  825. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  826. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  827. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  828. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  829. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  830. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  831. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  832. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  833. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  834. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  835. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  836. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  837. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  838. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  839. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  840. !nal:
  841. transactions
  842. id=pro_transaction.bill_id
  843. audit_log
  844. transactions|pro_transaction|view|icon:exchange-alt
  845. transactions/view/{uid}
  846. ACTIONS
  847. SUB
  848. dashboard
  849. med_profile_lines|client_info_line|view|icon:window-restore
  850. med_profile_lines/view/{uid}
  851. ACTIONS
  852. remove
  853. removalMemo=removal_memo
  854. updateContent
  855. contentText=content_text
  856. contentDetail=content_detail
  857. SUB
  858. dashboard
  859. !grp:Med Profile Details:id,category,content_text,content_detail
  860. med_profile_line_updates|client_info_line_update|icon:window-restore
  861. mcp_updates|client_mcp_update|icon:user-edit
  862. # audit_log :: coming soon
  863. ADMIN
  864. # admin_dashboard
  865. facilities|facility|add|view|icon:temperature-low
  866. facilities/add_new:create
  867. name
  868. addressFull
  869. addressLine1
  870. addressLine2
  871. addressCity
  872. addressState
  873. addressZip
  874. addressCountry
  875. addressGeoLat:number
  876. addressGeoLong:number
  877. phone
  878. fax
  879. hours:number
  880. facilities/view/{uid}
  881. ACTIONS
  882. updateBasic
  883. name
  884. addressFull
  885. addressLine1
  886. addressLine2
  887. addressCity
  888. addressState
  889. addressZip
  890. addressCountry
  891. addressGeoLat
  892. addressGeoLong
  893. phone
  894. fax
  895. hours
  896. deactivate
  897. memo
  898. updateDeactivationMemo
  899. memo=deactivation_memo
  900. reactivate
  901. memo
  902. updateReactivationMemo
  903. memo=reactivation_memo
  904. SUB
  905. dashboard
  906. erx
  907. action_items
  908. audit_log
  909. pros|pro|add|view|icon:user-md
  910. !inc:@name_display,name_first,name_last,pro_type
  911. col:name_display
  912. name_first
  913. name_last
  914. pro_type
  915. pros/add_new:create
  916. cellNumber*:tel
  917. temporaryPassword*
  918. emailAddress:email
  919. nameDisplay
  920. namePrefix
  921. nameFirst*
  922. nameMiddle
  923. nameLast*
  924. nameSuffix
  925. nameCredential
  926. isHcp:bool
  927. hcpNpi
  928. previousProfessionCategory
  929. currentProfessionCategory
  930. pros/view/{uid}
  931. ACTIONS
  932. sendCellNumberConfirmationMessage
  933. adminResetPassword
  934. temporaryPassword*:password
  935. confirmCellNumberWithConfirmationToken
  936. cellNumber*:tel=cell_number
  937. token*
  938. putNewCellNumber
  939. newCellNumber*:tel=cell_number
  940. confirmEmailAddressWithConfirmationToken
  941. emailAddress*:email=email_address
  942. token*
  943. putNewEmailAddress
  944. newEmailAddress*:email=email_address
  945. updateName
  946. nameDisplay=name_display
  947. namePrefix=name_prefix
  948. nameFirst*=name_first
  949. nameMiddle=name_middle
  950. nameLast*=name_last
  951. nameSuffix=name_suffix
  952. nameCredential=name_credential
  953. updateProfession
  954. isHcp*:bool=is_hcp
  955. hcpNpi=hcp_npi
  956. previousProfessionCategory=previous_profession_category
  957. currentProfessionCategory=current_profession_category
  958. hcpCategory=hcp_category
  959. hcpSubcategory=hcp_subcategory
  960. updateEnrolledHcpInfo
  961. enrolledHcpCategory=enrolled_hcp_category
  962. enrolledHcpSubcategory=enrolled_hcp_subcategory
  963. enrolledHcpNpi=enrolled_hcp_npi
  964. putProfilePicture
  965. profilePictureBase64=profile_picture_base64
  966. updatePhoneInfo
  967. homePhoneNumber=home_phone_number
  968. workPhoneNumber=work_phone_number
  969. supporterPhoneNumber=supporter_phone_number
  970. supporterMemo=supporter_memo
  971. phoneNumbersMemo=phone_numbers_memo
  972. updateAddress
  973. mailingAddressLine1=mailing_address_line1
  974. mailingAddressLine2=mailing_address_line2
  975. mailingAddressCity=mailing_address_city
  976. mailingAddressState=mailing_address_state
  977. mailingAddressCountry=mailing_address_country
  978. mailingAddressZip=mailing_address_zip
  979. mailingAddressLat:number=mailing_address_lat
  980. mailingAddressLong:number=mailing_address_long
  981. homeAddressLine1=home_address_line1
  982. homeAddressLine2=home_address_line2
  983. homeAddressCity=home_address_city
  984. homeAddressState=home_address_state
  985. homeAddressCountry=home_address_country
  986. homeAddressZip=home_address_zip
  987. homeAddressLat:number=home_address_lat
  988. homeAddressLong:number=home_address_long
  989. updatePaymentProcessingDetail
  990. paymentProcessingDetail=payment_processing_detail
  991. uploadDriverLicense
  992. driverLicenseFilePath=driver_license_file_path
  993. updateDriverLicenseInfo
  994. driverLicenseState=driver_license_state
  995. driverLicenseIssueDate=driver_license_issue_date
  996. driverLicenseExpirationDate=driver_license_expiration_date
  997. updateSsn
  998. ssn=ssn
  999. # new actions from ProService.java
  1000. sendEmailAddressConfirmationMessage
  1001. setIsHcpToTrue
  1002. setIsHcpToFalse
  1003. setIsEnrolledAsHcpToTrue
  1004. setIsEnrolledAsHcpToFalse
  1005. setIsEnrolledAsMcpToTrue
  1006. setIsEnrolledAsMcpToFalse
  1007. setHasAccessToNextPatientButtonToTrue
  1008. setHasAccessToNextPatientButtonToFalse
  1009. setCanCreateClientWithInvalidMcnToTrue
  1010. setCanCreateClientWithInvalidMcnToFalse
  1011. setCanAccessRmPortalToTrue
  1012. setCanAccessRmPortalToFalse
  1013. setIsVideoVisitAssistantToTrue
  1014. setIsVideoVisitAssistantToFalse
  1015. removeProfilePicture
  1016. updateW9Detail
  1017. w9Detail=w9detail
  1018. updateSignedContractPdf
  1019. signedContractPdf=signed_contract_pdf
  1020. setIsPaymentProcessingDetailCompleteToTrue
  1021. setIsPaymentProcessingDetailCompleteToFalse
  1022. setIsDriverLicenseCompleteToTrue
  1023. setIsDriverLicenseCompleteToFalse
  1024. setIsSsnCompleteToTrue
  1025. setIsSsnCompleteToFalse
  1026. setProType
  1027. proType:select:ADMIN,INDIVIDUAL,GROUP
  1028. SUB
  1029. dashboard
  1030. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1031. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1032. !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/$uid/ACTION_putNewEmailAddress
  1033. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1034. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1035. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1036. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1037. !grp:MCP Enrollment:is_enrolled_as_mcp
  1038. !grp:Next Patient Button:has_access_to_next_patient_button
  1039. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1040. !grp:Access RM Portal:can_access_rm_portal
  1041. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1042. !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/$uid/ACTION_updateAddress
  1043. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1044. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1045. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1046. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1047. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1048. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1049. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1050. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1051. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1052. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1053. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1054. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1055. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1056. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1057. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1058. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1059. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1060. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1061. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1062. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1063. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1064. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1065. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1066. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1067. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1068. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1069. !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue
  1070. !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse
  1071. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1072. !nal:
  1073. pro_rates
  1074. id=pro_rate.pro_id=>/pro_rates/view/UID
  1075. !inc:@uid,responsibility,code,amount
  1076. add_new:pro_rate:create
  1077. proUid:hidden=uid
  1078. responsibility:select:HCP,NA,CM,RME,RMM
  1079. code*
  1080. amount:number
  1081. clients
  1082. pro_access
  1083. id=client_pro_access.pro_id=>/pro_access/view/UID
  1084. add_new:client_pro_access=>/pro_access/view/UID
  1085. proUid:hidden=uid
  1086. clientUid:record:client:uid,name_first
  1087. reasonCategory
  1088. reasonMemo
  1089. reasonDetail
  1090. mcp_updates
  1091. erx
  1092. action_items
  1093. care_months
  1094. care_month_entries
  1095. notes
  1096. bills
  1097. transactions
  1098. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1099. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1100. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1101. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1102. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1103. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1104. add_new_credit:pro_transaction:createManualPlusForPro
  1105. proUid:hidden=uid
  1106. amount:number
  1107. intendedResultingBalance:number
  1108. customMemo
  1109. add_new_debit:pro_transaction:createManualMinusForPro
  1110. proUid:hidden=uid
  1111. amount:number
  1112. intendedResultingBalance:number
  1113. customMemo
  1114. sessions
  1115. audit_log
  1116. pro_rates|pro_rate|view|icon:funnel-dollar
  1117. !inc:@created_at,is_active,pro,responsibility,code,amount
  1118. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1119. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1120. pro_rates/view/{uid}
  1121. ACTIONS
  1122. updateAmount
  1123. newAmount:number=amount
  1124. reactivate
  1125. memo
  1126. deactivate
  1127. memo
  1128. SUB
  1129. dashboard
  1130. client_pro_access|client_pro_access|view|icon:key
  1131. client_pro_access/view/{uid}
  1132. ACTIONS
  1133. updateReason
  1134. reasonCategory=reason_category
  1135. reasonDetail=reason_memo
  1136. deactivate
  1137. memo
  1138. updateDeactivationMemo
  1139. memo=deactivation_memo
  1140. reactivate
  1141. memo
  1142. updateReactivationMemo
  1143. memo=reactivation_memo
  1144. SUB
  1145. dashboard
  1146. section_templates|section_template|add|view|icon:user-md
  1147. !inc:@title,internal_name,position_index
  1148. section_templates/add_new:create
  1149. title
  1150. internalName
  1151. section_templates/view/{uid}
  1152. ACTIONS
  1153. changePositionIndex
  1154. newPositionIndex:number=position_index
  1155. SUB
  1156. dashboard
  1157. note_templates|note_template|add|view|icon:user-md
  1158. !inc:@title
  1159. note_templates/add_new:create
  1160. title
  1161. note_templates/view/{uid}
  1162. ACTIONS
  1163. updateTitle
  1164. title=title
  1165. SUB
  1166. dashboard
  1167. note_template_section_templates|note_template_section_template|add
  1168. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1169. !inc:@uid,section_template_id
  1170. !qry:section_templates:SELECT id, title FROM section_template
  1171. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1172. add_new:note_template_section_template:create
  1173. noteTemplateUID:hidden=uid
  1174. sectionTemplateUID:record:section_template:uid,title
  1175. invitations|invitation|add|view|icon:user-md
  1176. !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
  1177. invitations/add_new:create
  1178. title
  1179. proUid:record:pro:uid,name_display
  1180. firstName
  1181. lastName
  1182. dob:date
  1183. mcn
  1184. email:email
  1185. cellNumber
  1186. memo
  1187. invitations/view/{uid}
  1188. ACTIONS
  1189. deactivate
  1190. deactivation_memo=deactivation_memo
  1191. reactivate
  1192. reactivation_memo=reactivation_memo
  1193. sendEmail
  1194. email
  1195. sendSms
  1196. cellNumber
  1197. putMedicareInfoAsGuest
  1198. firstName
  1199. lastName
  1200. dob:date
  1201. mcn
  1202. updateBasic
  1203. firstName=first_name
  1204. lastName=last_name
  1205. dob:date=dob
  1206. mcn=mcn
  1207. email=email
  1208. cellNumber=cell_number
  1209. memo=memo
  1210. SUB
  1211. dashboard
  1212. client_smses|client_sms|view|icon:comments
  1213. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1214. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1215. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1216. client_smses/view/{uid}
  1217. ACTIONS
  1218. assignIncomingSmsToClient
  1219. clientUid:record:client:uid,name_first
  1220. SUB
  1221. dashboard
  1222. client_documents|client_document|view|icon:file
  1223. !inc:@id,client,title,category,status,effective_date,provider,notes
  1224. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1225. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1226. client_documents/view/{uid}
  1227. ACTIONS
  1228. updateBasic
  1229. title:text
  1230. category:text
  1231. status:text
  1232. effectiveDate:date
  1233. provider:text
  1234. notes:text
  1235. SUB
  1236. dashboard
  1237. bdt_devices|bdt_device|add|view|icon:tablet-alt
  1238. bdt_devices/add_new:create
  1239. imei
  1240. category:select:BP,WEIGHT
  1241. memo
  1242. bdt_devices/view/{uid}
  1243. ACTIONS
  1244. deactivate
  1245. memo
  1246. reactivate
  1247. memo
  1248. update
  1249. imei=imei
  1250. category:select:BP,WEIGHT=category
  1251. memo=memo
  1252. SUB
  1253. dashboard
  1254. client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt
  1255. client_bdt_devices/add_new:create
  1256. clientUid*:record:client:uid,name_first
  1257. deviceUid*:record:bdt_device:uid,imei
  1258. instructions
  1259. internalMemo
  1260. status
  1261. statusMemo
  1262. client_bdt_devices/view/{uid}
  1263. ACTIONS
  1264. deactivate
  1265. memo
  1266. reactivate
  1267. memo
  1268. update
  1269. instructions=instructions
  1270. internalMemo=internal_memo
  1271. status=status
  1272. statusMemo=status_memo
  1273. SUB
  1274. dashboard