tree.txt 75 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:text=number_of_siblings
  108. birthOrder:text=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:text=home_address_geo_lat
  130. homeAddressGeoLong:text=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:text=mailing_address_geo_lat
  137. mailingAddressGeoLong:text=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:text=secondary_home_address_geo_lat
  148. secondaryHomeAddressGeoLong:text=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:text=secondary_mailing_address_geo_lat
  155. secondaryMailingAddressGeoLong:text=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. putPhysicianPro
  201. physicianProUid*:record:pro:uid,name_display
  202. removePhysicianPro
  203. updateMcpOnboardingVisitInfo
  204. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  205. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  206. mcpOnboardingVisitNoteUid:record:note:uid,title
  207. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  208. updateMcpOnboardingActiveInfo
  209. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  210. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  211. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  212. putMcpOnboardingPro
  213. mcpOnboardingProUid*:record:pro:uid,name_display
  214. removeMcpOnboardingPro
  215. acceptAssignmentAsMcpOnboardingPro
  216. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  217. rejectAssignmentAsMcpOnboardingPro
  218. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  219. updateMcpOnboardingProDecisionMemo
  220. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  221. updateMcpOnboardingStrategy
  222. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  223. updateNextMcpOnboardingAttempt
  224. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  225. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  226. putCmPro
  227. cmProUid*:record:pro:uid,name_display
  228. removeCmPro
  229. putRmePro
  230. rmeProUid*:record:pro:uid,name_display
  231. removeRmePro
  232. putRmmPro
  233. rmmProUid*:record:pro:uid,name_display
  234. removeRmmPro
  235. putRdPro
  236. rdProUid*:record:pro:uid,name_display
  237. removeRdPro
  238. updateMntEligibility
  239. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  240. numberOfMntHoursLeftThisYear:text=number_of_mnt_hours_left_this_year
  241. updateCmEligibility
  242. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  243. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  244. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  245. setIsEnrolledInCmToFalse
  246. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  247. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  248. setIsEnrolledInCmToTrue
  249. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  250. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  251. cmReason1*=cm_reason1
  252. cmReason2=cm_reason2
  253. updateCmReasons
  254. cmReason1*=cm_reason1
  255. cmReason2=cm_reason2
  256. updateRmReasons
  257. rmReason1*=rm_reason1
  258. rmReason2=rm_reason2
  259. updateCmEnrollmentConsentInfo
  260. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  261. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  262. updateWhyNotEnrolledInCm
  263. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  264. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  265. updateRmEligibility
  266. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  267. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  268. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  269. setIsEnrolledInRmToFalse
  270. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  271. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  272. setIsEnrolledInRmToTrue
  273. rmReason1*=rm_reason1
  274. rmReason2=rm_reason2
  275. updateWhyNotEnrolledInRm
  276. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  277. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  278. updateEquipmentInfo
  279. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  280. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  281. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  282. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  283. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  284. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  285. SUB
  286. dashboard:custom
  287. detail:dashboard
  288. !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
  289. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  290. !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/$uid/ACTION_editName
  291. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  292. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  293. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  294. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  295. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  296. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  297. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  298. !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/$uid/ACTION_editContactDetails
  299. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  300. !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/$uid/ACTION_putNewEmailAddress
  301. !grp:Credentials:username
  302. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  303. !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/$uid/ACTION_editMiscDemographics
  304. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  305. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  306. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  307. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,billing_addressreason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  308. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  309. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  310. !grp:Physician:physician_pro_id:Put Physician:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  311. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  312. !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
  313. !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
  314. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  315. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  316. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  317. !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/$uid/ACTION_updateRmEligibility
  318. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  319. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  320. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  321. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  322. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  323. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  324. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  325. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  326. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  327. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  328. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  329. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  330. !act:physician_pro_id:putPhysicianPro:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  331. !act:physician_pro_id:removePhysicianPro:circle=>/clients/view/$uid/ACTION_removePhysicianPro
  332. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  333. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  334. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  335. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  336. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  337. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  338. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  339. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  340. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  341. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  342. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  343. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  344. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  345. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  346. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  347. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  348. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  349. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  350. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  351. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  352. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  353. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  354. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  355. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  356. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  357. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  358. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  359. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  360. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  361. !qry:pros:select id, name_display from pro
  362. !qry:facilities:select id, name from facility
  363. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  364. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  365. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  366. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  367. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  368. !col:dob:Date of Birth
  369. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  370. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  371. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  372. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  373. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  374. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  375. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  376. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  377. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  378. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  379. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  380. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  381. !nal:
  382. measurements
  383. id=measurement.client_id=>/measurements/view/UID
  384. !inc:label,value,effective_date
  385. add_new:measurement=>/measurements/view/UID
  386. clientUid:hidden=uid
  387. label
  388. value:text
  389. effectiveDate:date
  390. med_profile
  391. id=client_info_line.client_id=>/med_profiles/view/UID
  392. !inc:id,category,content_text,content_detail
  393. add_new:client_info_line=>/med_profile_lines/view/UID
  394. clientUid:hidden=uid
  395. category
  396. contentText
  397. contentDetail
  398. med_profile_log
  399. id=client_info_line_update.client_id=>/med_profiles/view/UID
  400. !inc:id,category,content_text,content_detail
  401. pro_access
  402. id=client_pro_access.client_id=>/client_pro_access/view/UID
  403. add_new:client_pro_access=>/client_pro_access/view/UID
  404. clientUid:hidden=uid
  405. proUid:record:pro:uid,name_display
  406. reasonCategory
  407. reasonMemo
  408. reasonDetail
  409. notes
  410. id=note.client_id=>/notes/view/UID
  411. !inc:uid,title
  412. add_new:note=>/notes/view/UID
  413. clientUid:hidden=uid
  414. hcpProUid:record:pro:uid,name_display
  415. title
  416. effectiveDateEST:date
  417. effectiveTime:time
  418. reason1
  419. reason2
  420. reason3
  421. reason3Plus
  422. serviceLocation
  423. category
  424. contentText
  425. contentDetail
  426. relationships
  427. id=relationship.client_id=>/relationships/view/UID
  428. !inc:name_first,name_middle,name_last,email_address
  429. add_new:relationship=>/relationships/view/UID
  430. clientUid:hidden=uid
  431. relationshipToClient
  432. relationshipMemo
  433. namePrefix
  434. nameFirst
  435. nameMiddle
  436. nameLast
  437. nameSuffix
  438. nameMaiden
  439. namePrevious
  440. organizationName
  441. phoneHome
  442. phoneMobile
  443. phoneWork
  444. phoneMemo
  445. homeAddress
  446. mailingAddress
  447. emailAddress
  448. isHispanic:select:YES,NO,UNKNOWN
  449. isBlackOrAA:select:YES,NO,UNKNOWN
  450. ethnicities
  451. race
  452. specificRaces
  453. preferredLanguage
  454. otherLanguages
  455. englishLevel
  456. contactClientUid:record:client:uid,name_first
  457. care_months
  458. id=care_month.client_id=>/care_months/view/UID
  459. add_new:care_month
  460. clientUid:hidden=uid
  461. startMonth:text
  462. startYear:text
  463. care_month_entries
  464. id=care_month_entry.client_id=>/care_month_entries/view/UID
  465. !qry:pros:SELECT id, name_display FROM pro
  466. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  467. bills
  468. id=bill.client_id=>/bills/view/UID
  469. related_transactions
  470. id=pro_transaction.client_id=>/transactions/view/UID
  471. action_items
  472. id=action_item.client_id=>/action_items/view/UID
  473. add_new:action_item
  474. clientUid:hidden=uid
  475. prescriberProUid:record:pro:uid,name_display
  476. toFacilityUid:record:facility:uid,name
  477. contentText
  478. contentDetail
  479. erx
  480. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  481. add_new_erx:action_item
  482. clientUid:hidden=uid
  483. prescriberProUid:record:pro:uid,name_display
  484. toFacilityUid:record:facility:uid,name
  485. contentText
  486. contentDetail
  487. mcp_updates
  488. id=client_mcp_update.client_id
  489. client_sms
  490. id=client_sms.client_id
  491. !inc:id,from_number, to_number, body, created_at
  492. client_sms_numbers
  493. id=client_sms_number.client_id
  494. !inc:id,sms_number
  495. client_documents
  496. id=client_document.client_id=>/client_documents/view/UID
  497. !inc:id,title,category,status,effective_date,provider,notes,file_name
  498. add_new:client_document
  499. clientUid:hidden=uid
  500. title
  501. category
  502. status
  503. effectiveDate:date
  504. provider
  505. notes
  506. file:file
  507. audit_log
  508. bdt_devices
  509. id=client_bdt_device.client_id=>/client_bdt_devices/view/UID
  510. add_new:client_bdt_device
  511. clientUid:hidden=uid
  512. deviceUid*:record:bdt_device:uid,imei
  513. instructions
  514. internalMemo
  515. status
  516. statusMemo
  517. device_measurements
  518. id=client_bdt_measurement.client_id
  519. notes|note|view|icon:file-alt
  520. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  521. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  522. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  523. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  524. !col:effective_dateest:Date
  525. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  526. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  527. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  528. !col:service_location:Location
  529. !col:category:Category
  530. !col:content_text:Content
  531. !col:is_signed_by_hcp:HCP Signed?
  532. !col:billed:Billed?:SELECT '-- TODO --' as result
  533. notes/view/{uid}
  534. ACTIONS
  535. signAsHcp
  536. SUB
  537. dashboard
  538. bills
  539. id=bill.note_id=>/bills/view/UID
  540. add_new:bill:createForNote
  541. noteUid:hidden=uid
  542. effectiveDate:date
  543. code
  544. reason1
  545. reason2
  546. reason3
  547. reason3Plus
  548. serviceLocation
  549. modifier
  550. numberOfUnits:text
  551. sections
  552. id=section.note_id=>/sections/view/UID
  553. !inc:summary_html,content_data
  554. relationships|relationship|view|icon:file-alt
  555. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  556. relationships/view/{uid}
  557. ACTIONS
  558. updateBasic
  559. relationshipToClient
  560. relationshipMemo
  561. namePrefix
  562. nameFirst
  563. nameMiddle
  564. nameLast
  565. nameSuffix
  566. nameMaiden
  567. namePrevious
  568. organizationName
  569. phoneHome
  570. phoneMobile
  571. phoneWork
  572. phoneMemo
  573. homeAddress
  574. mailingAddress
  575. emailAddress
  576. isHispanic:select:YES,NO,UNKNOWN
  577. isBlackOrAA:select:YES,NO,UNKNOWN
  578. ethnicities
  579. race
  580. specificRaces
  581. preferredLanguage
  582. otherLanguages
  583. englishLevel
  584. contactClientUid:record:client:uid,name_first
  585. SUB
  586. dashboard
  587. !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
  588. measurements|measurement|view|icon:file-alt
  589. !inc:id,client_id,label,value,effective_date
  590. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  591. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  592. measurements/view/{uid}
  593. ACTIONS
  594. updateBasic
  595. label=label
  596. value:text=value
  597. effectiveDate:date=effective_date
  598. remove
  599. SUB
  600. dashboard
  601. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  602. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  603. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  604. erx|action_item:action_item_category='RX'|view|icon:file-signature
  605. erx/view/{uid}
  606. ACTIONS
  607. signAsPrescriber
  608. updateToFacility
  609. toFacilityUid:record:facility:uid,name
  610. updateContent
  611. contentText=content_text
  612. contentDetail=content_detail
  613. updateStatus
  614. statusCategory:select:OPEN,CLOSED
  615. statusMemo
  616. efax
  617. toFaxNumber:tel
  618. SUB
  619. dashboard
  620. audit_log
  621. action_items|action_item|view|icon:tasks
  622. action_items/view/{uid}
  623. ACTIONS
  624. signAsPrescriber
  625. updateToFacility
  626. toFacilityUid:record:facility:uid,name
  627. updateContent
  628. contentText=content_text
  629. contentDetail=content_detail
  630. updateStatus
  631. statusCategory:select:OPEN,CLOSED
  632. statusMemo
  633. efax
  634. toFaxNumber:tel
  635. SUB
  636. dashboard
  637. audit_log
  638. care_months|care_month|view|icon:calendar-plus
  639. care_months/view/{uid}
  640. ACTIONS
  641. assignMcpPro
  642. mcpProUid:record:pro:uid,name_display
  643. changeMcpPro
  644. mcpProUid:record:pro:uid,name_display
  645. removeMcpPro:if:mcp_pro_id
  646. assignCmPro
  647. cmProUid:record:pro:uid,name_display
  648. changeCmPro
  649. cmProUid:record:pro:uid,name_display
  650. removeCmPro:if:cm_pro_id
  651. assignRmePro
  652. rmeProUid:record:pro:uid,name_display
  653. changeRmePro
  654. rmeProUid:record:pro:uid,name_display
  655. removeRmePro:if:rme_pro_id
  656. assignRmmPro
  657. rmmProUid:record:pro:uid,name_display
  658. changeRmmPro
  659. rmmProUid:record:pro:uid,name_display
  660. removeRmmPro:if:rmm_pro_id
  661. updateCmReasons
  662. cmReason1*
  663. cmReason2
  664. updateRmReasons
  665. rmReason1*
  666. rmReason2
  667. setIsClientEnrolledInCmToTrue
  668. setIsClientEnrolledInCmToFalse
  669. updateWhyNotEnrolledInCm
  670. whyNotEnrolledInCmCategory
  671. whyNotEnrolledInCmMemo
  672. setIsClientEnrolledInRmToTrue
  673. setIsClientEnrolledInRmToFalse
  674. updateWhyNotEnrolledInRm
  675. whyNotEnrolledInRmCategory
  676. whyNotEnrolledInRmMemo
  677. generateBillForCm
  678. cmCode:select:CM20,CM30_HCP,CM60,CM90
  679. generateBillForRm
  680. rmCode:select:RM1,RM20,RM30,RM60
  681. setIsCmCanceledThisMonthToTrue
  682. updateWhyIsCmCanceledThisMonth
  683. setIsCmCanceledThisMonthToFalse
  684. setIsRmCanceledThisMonthToTrue
  685. updateWhyIsRmCanceledThisMonth
  686. setIsRmCanceledThisMonthToFalse
  687. setIsTmThisMonthToTrue
  688. setIsTmThisMonthToFalse
  689. SUB
  690. dashboard
  691. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  692. !qry:pros:SELECT id, name_display FROM pro
  693. !grp:Info:client_id,start_date
  694. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  695. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  696. !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
  697. !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/$uid/ACTION_updateWhyNotEnrolledInRm
  698. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  699. !grp:RM Total Time:rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rmm_pro,rm_total_time_in_seconds_by_rme_pro
  700. !grp:Bills:cm_bill_id,rm_bill_id
  701. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  702. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  703. !grp:TM:is_tm_this_month
  704. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  705. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  706. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  707. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  708. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  709. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  710. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  711. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  712. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  713. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  714. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  715. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  716. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  717. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  718. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  719. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  720. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  721. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  722. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  723. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  724. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  725. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  726. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  727. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  728. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  729. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  730. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  731. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  732. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  733. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  734. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  735. !nal:
  736. # :: need remove
  737. cm_time_entries
  738. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  739. !inc:content_text,content_detail,time_in_seconds
  740. add_new:care_month_entry:createForCm
  741. careMonthUid:hidden=uid
  742. proUid:record:pro:uid,name_display
  743. effectiveDate:date
  744. timeInSeconds:text
  745. isTimeSpecific:bool
  746. startingTime:time
  747. endingTime:time
  748. contentText
  749. contentDetail
  750. # :: need remove
  751. rm_time_entries
  752. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  753. add_new:care_month_entry:createForRm
  754. careMonthUid:hidden=uid
  755. proUid:record:pro:uid,name_display
  756. effectiveDate:date
  757. timeInSeconds:text
  758. isTimeSpecific:bool
  759. startingTime:time
  760. endingTime:time
  761. contentText
  762. contentDetail
  763. bills
  764. id=bill.care_month_id=>/bills/view/UID
  765. audit_log
  766. care_month_entries|care_month_entry|view|icon:calendar-alt
  767. !qry:pros:SELECT id, name_display FROM pro
  768. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  769. care_month_entries/view/{uid}
  770. ACTIONS
  771. updateContent
  772. contentText
  773. contentDetail
  774. updateTiming
  775. effectiveDate:date
  776. timeInSeconds:text
  777. isTimeSpecific:bool
  778. startingTime:time
  779. endingTime:time
  780. remove
  781. SUB
  782. dashboard
  783. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  784. !qry:pros:select id, name_display from pro
  785. !grp:Info:cm_or_rm,client_id ,pro_id
  786. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  787. !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
  788. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  789. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  790. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  791. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  792. !nal:
  793. bills|bill|view|icon:file-invoice-dollar
  794. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  795. bills/view/{uid}
  796. ACTIONS
  797. payHcpAmount
  798. hcpPaymentAmount:text=hcp_expected_payment_amount
  799. payHcpDifferentAmount
  800. differentHcpPaymentAmount:text
  801. payCmAmount
  802. cmPaymentAmount:text
  803. payCmDifferentAmount
  804. differentCmPaymentAmount:text
  805. payRmeAmount
  806. rmePaymentAmount:text
  807. payRmeDifferentAmount
  808. differentRmePaymentAmount:text
  809. payRmmAmount
  810. rmmPaymentAmount:text
  811. payRmmDifferentAmount
  812. differentRmmPaymentAmount:text
  813. signAsHcp
  814. signAsCm
  815. signAsRme
  816. signAsRmm
  817. markSubmitted
  818. markCancelled
  819. putCollectedAmount
  820. collectedAmount
  821. SUB
  822. dashboard
  823. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  824. !grp:Note:note_id,note_ally_id
  825. !grp:Care Month:care_month_id
  826. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  827. !grp:Service Location:service_location
  828. !grp:Reasons:reason1,reason2,reason3
  829. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  830. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  831. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  832. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  833. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  834. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  835. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  836. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  837. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  838. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  839. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  840. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  841. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  842. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  843. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  844. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  845. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  846. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  847. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  848. !nal:
  849. transactions
  850. id=pro_transaction.bill_id
  851. audit_log
  852. transactions|pro_transaction|view|icon:exchange-alt
  853. transactions/view/{uid}
  854. ACTIONS
  855. SUB
  856. dashboard
  857. med_profile_lines|client_info_line|view|icon:window-restore
  858. med_profile_lines/view/{uid}
  859. ACTIONS
  860. remove
  861. removalMemo=removal_memo
  862. updateContent
  863. contentText=content_text
  864. contentDetail=content_detail
  865. SUB
  866. dashboard
  867. !grp:Med Profile Details:id,category,content_text,content_detail
  868. med_profile_line_updates|client_info_line_update|icon:window-restore
  869. mcp_updates|client_mcp_update|icon:user-edit
  870. # audit_log :: coming soon
  871. ADMIN
  872. # admin_dashboard
  873. facilities|facility|add|view|icon:temperature-low
  874. facilities/add_new:create
  875. name
  876. addressFull
  877. addressLine1
  878. addressLine2
  879. addressCity
  880. addressState
  881. addressZip
  882. addressCountry
  883. addressGeoLat:text
  884. addressGeoLong:text
  885. phone
  886. fax
  887. hours:text
  888. facilities/view/{uid}
  889. ACTIONS
  890. updateBasic
  891. name
  892. addressFull
  893. addressLine1
  894. addressLine2
  895. addressCity
  896. addressState
  897. addressZip
  898. addressCountry
  899. addressGeoLat
  900. addressGeoLong
  901. phone
  902. fax
  903. hours
  904. deactivate
  905. memo
  906. updateDeactivationMemo
  907. memo=deactivation_memo
  908. reactivate
  909. memo
  910. updateReactivationMemo
  911. memo=reactivation_memo
  912. SUB
  913. dashboard
  914. erx
  915. action_items
  916. audit_log
  917. pros|pro|add|view|icon:user-md
  918. !inc:@name_display,name_first,name_last,pro_type
  919. col:name_display
  920. name_first
  921. name_last
  922. pro_type
  923. pros/add_new:create
  924. cellNumber*:tel
  925. temporaryPassword*
  926. emailAddress:email
  927. nameDisplay
  928. namePrefix
  929. nameFirst*
  930. nameMiddle
  931. nameLast*
  932. nameSuffix
  933. nameCredential
  934. isHcp:bool
  935. hcpNpi
  936. previousProfessionCategory
  937. currentProfessionCategory
  938. pros/view/{uid}
  939. ACTIONS
  940. sendCellNumberConfirmationMessage
  941. adminResetPassword
  942. temporaryPassword*:password
  943. confirmCellNumberWithConfirmationToken
  944. cellNumber*:tel=cell_number
  945. token*
  946. putNewCellNumber
  947. newCellNumber*:tel=cell_number
  948. confirmEmailAddressWithConfirmationToken
  949. emailAddress*:email=email_address
  950. token*
  951. putNewEmailAddress
  952. newEmailAddress*:email=email_address
  953. updateName
  954. nameDisplay=name_display
  955. namePrefix=name_prefix
  956. nameFirst*=name_first
  957. nameMiddle=name_middle
  958. nameLast*=name_last
  959. nameSuffix=name_suffix
  960. nameCredential=name_credential
  961. updateProfession
  962. isHcp*:bool=is_hcp
  963. hcpNpi=hcp_npi
  964. previousProfessionCategory=previous_profession_category
  965. currentProfessionCategory=current_profession_category
  966. hcpCategory=hcp_category
  967. hcpSubcategory=hcp_subcategory
  968. updateEnrolledHcpInfo
  969. enrolledHcpCategory=enrolled_hcp_category
  970. enrolledHcpSubcategory=enrolled_hcp_subcategory
  971. enrolledHcpNpi=enrolled_hcp_npi
  972. putProfilePicture
  973. profilePictureBase64=profile_picture_base64
  974. updatePhoneInfo
  975. homePhoneNumber=home_phone_number
  976. workPhoneNumber=work_phone_number
  977. supporterPhoneNumber=supporter_phone_number
  978. supporterMemo=supporter_memo
  979. phoneNumbersMemo=phone_numbers_memo
  980. updateAddress
  981. mailingAddressLine1=mailing_address_line1
  982. mailingAddressLine2=mailing_address_line2
  983. mailingAddressCity=mailing_address_city
  984. mailingAddressState=mailing_address_state
  985. mailingAddressCountry=mailing_address_country
  986. mailingAddressZip=mailing_address_zip
  987. mailingAddressLat:text=mailing_address_lat
  988. mailingAddressLong:text=mailing_address_long
  989. homeAddressLine1=home_address_line1
  990. homeAddressLine2=home_address_line2
  991. homeAddressCity=home_address_city
  992. homeAddressState=home_address_state
  993. homeAddressCountry=home_address_country
  994. homeAddressZip=home_address_zip
  995. homeAddressLat:text=home_address_lat
  996. homeAddressLong:text=home_address_long
  997. updatePaymentProcessingDetail
  998. paymentProcessingDetail=payment_processing_detail
  999. uploadDriverLicense
  1000. driverLicenseFilePath=driver_license_file_path
  1001. updateDriverLicenseInfo
  1002. driverLicenseState=driver_license_state
  1003. driverLicenseIssueDate=driver_license_issue_date
  1004. driverLicenseExpirationDate=driver_license_expiration_date
  1005. updateSsn
  1006. ssn=ssn
  1007. # new actions from ProService.java
  1008. sendEmailAddressConfirmationMessage
  1009. setIsHcpToTrue
  1010. setIsHcpToFalse
  1011. setIsEnrolledAsHcpToTrue
  1012. setIsEnrolledAsHcpToFalse
  1013. setIsEnrolledAsMcpToTrue
  1014. setIsEnrolledAsMcpToFalse
  1015. setHasAccessToNextPatientButtonToTrue
  1016. setHasAccessToNextPatientButtonToFalse
  1017. setCanCreateClientWithInvalidMcnToTrue
  1018. setCanCreateClientWithInvalidMcnToFalse
  1019. setCanAccessRmPortalToTrue
  1020. setCanAccessRmPortalToFalse
  1021. setIsVideoVisitAssistantToTrue
  1022. setIsVideoVisitAssistantToFalse
  1023. removeProfilePicture
  1024. updateW9Detail
  1025. w9Detail=w9detail
  1026. updateSignedContractPdf
  1027. signedContractPdf=signed_contract_pdf
  1028. setIsPaymentProcessingDetailCompleteToTrue
  1029. setIsPaymentProcessingDetailCompleteToFalse
  1030. setIsDriverLicenseCompleteToTrue
  1031. setIsDriverLicenseCompleteToFalse
  1032. setIsSsnCompleteToTrue
  1033. setIsSsnCompleteToFalse
  1034. setProType
  1035. proType:select:ADMIN,INDIVIDUAL,GROUP
  1036. setInitiative
  1037. initiative
  1038. putProMemo
  1039. proMemo:textarea
  1040. SUB
  1041. dashboard
  1042. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1043. !grp:Initiative:initiative:Change:circle=>/pros/view/$uid/ACTION_setInitiative
  1044. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1045. !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/$uid/ACTION_putNewEmailAddress
  1046. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1047. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1048. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1049. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1050. !grp:MCP Enrollment:is_enrolled_as_mcp
  1051. !grp:Next Patient Button:has_access_to_next_patient_button
  1052. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1053. !grp:Access RM Portal:can_access_rm_portal
  1054. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1055. !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/$uid/ACTION_updateAddress
  1056. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1057. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1058. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1059. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1060. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1061. !grp:Pro Memo:pro_memo:Change:circle=>/pros/view/$uid/ACTION_putProMemo
  1062. !act:pro_memo:putProMemo:circle=>/pros/view/$uid/ACTION_putProMemo
  1063. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1064. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1065. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1066. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1067. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1068. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1069. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1070. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1071. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1072. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1073. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1074. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1075. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1076. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1077. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1078. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1079. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1080. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1081. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1082. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1083. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1084. !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue
  1085. !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse
  1086. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1087. !nal:
  1088. pro_rates
  1089. id=pro_rate.pro_id=>/pro_rates/view/UID
  1090. !inc:@uid,responsibility,code,amount
  1091. add_new:pro_rate:create
  1092. proUid:hidden=uid
  1093. responsibility:select:HCP,NA,CM,RME,RMM
  1094. code*
  1095. amount:text
  1096. note_templates
  1097. id=note_template_pro.pro_id
  1098. !inc:note_template
  1099. !qry:note_templates:select id, title from note_template
  1100. !col:note_template:NoteTemplate:~note_templates:title:id,=,$$note_template_id:all
  1101. add_new:note_template_pro:create
  1102. proUid:hidden=uid
  1103. noteTemplateUid:record:note_template:uid,title
  1104. clients
  1105. pro_access
  1106. id=client_pro_access.pro_id=>/pro_access/view/UID
  1107. add_new:client_pro_access=>/pro_access/view/UID
  1108. proUid:hidden=uid
  1109. clientUid:record:client:uid,name_first
  1110. reasonCategory
  1111. reasonMemo
  1112. reasonDetail
  1113. mcp_updates
  1114. erx
  1115. action_items
  1116. care_months
  1117. care_month_entries
  1118. notes
  1119. bills
  1120. transactions
  1121. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1122. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1123. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1124. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1125. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1126. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1127. add_new_credit:pro_transaction:createManualPlusForPro
  1128. proUid:hidden=uid
  1129. amount:text
  1130. intendedResultingBalance:text
  1131. customMemo
  1132. add_new_debit:pro_transaction:createManualMinusForPro
  1133. proUid:hidden=uid
  1134. amount:text
  1135. intendedResultingBalance:text
  1136. customMemo
  1137. sessions
  1138. app_access
  1139. id=stag_app_pro_access.pro_id=>/stag_app_pro_access/view/UID/SUB_dashboard
  1140. !inc:stag_app
  1141. !qry:stag_apps:select id, name from stag_app
  1142. !col:stag_app:StagApp:~stag_apps:name:id,=,$$stag_app_id:all
  1143. add_new:stag_app_pro_access:create
  1144. proUid:hidden=uid
  1145. stagAppUid:record:stag_app:uid,name
  1146. memo:text
  1147. audit_log
  1148. pro_rates|pro_rate|view|icon:funnel-dollar
  1149. !inc:@created_at,is_active,pro,responsibility,code,amount
  1150. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1151. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1152. pro_rates/view/{uid}
  1153. ACTIONS
  1154. updateAmount
  1155. newAmount:text=amount
  1156. reactivate
  1157. memo
  1158. deactivate
  1159. memo
  1160. SUB
  1161. dashboard
  1162. client_pro_access|client_pro_access|view|icon:key
  1163. client_pro_access/view/{uid}
  1164. ACTIONS
  1165. updateReason
  1166. reasonCategory=reason_category
  1167. reasonDetail=reason_memo
  1168. deactivate
  1169. memo
  1170. updateDeactivationMemo
  1171. memo=deactivation_memo
  1172. reactivate
  1173. memo
  1174. updateReactivationMemo
  1175. memo=reactivation_memo
  1176. SUB
  1177. dashboard
  1178. section_templates|section_template|add|view|icon:user-md
  1179. !inc:@title,internal_name,position_index,is_canvas
  1180. section_templates/add_new:create
  1181. title
  1182. internalName
  1183. isCanvas:bool
  1184. section_templates/view/{uid}
  1185. ACTIONS
  1186. changePositionIndex
  1187. newPositionIndex:text=position_index
  1188. setIsCanvasToTrue
  1189. setIsCanvasToFalse
  1190. SUB
  1191. dashboard
  1192. note_templates|note_template|add|view|icon:user-md
  1193. !inc:@title
  1194. note_templates/add_new:create
  1195. title
  1196. newOrFuOrNa:select:NEW,FU,NA
  1197. note_templates/view/{uid}
  1198. ACTIONS
  1199. updateBasic
  1200. title=title
  1201. newOrFuOrNa:select:NEW,FU,NA
  1202. SUB
  1203. dashboard
  1204. note_template_section_templates|note_template_section_template|add
  1205. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1206. !inc:@uid,section_template_id
  1207. !qry:section_templates:SELECT id, title FROM section_template
  1208. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1209. add_new:note_template_section_template:create
  1210. noteTemplateUID:hidden=uid
  1211. sectionTemplateUID:record:section_template:uid,title
  1212. invitations|invitation|add|view|icon:user-md
  1213. !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
  1214. invitations/add_new:create
  1215. title
  1216. proUid:record:pro:uid,name_display
  1217. firstName
  1218. lastName
  1219. dob:date
  1220. mcn
  1221. email:email
  1222. cellNumber
  1223. memo
  1224. invitations/view/{uid}
  1225. ACTIONS
  1226. deactivate
  1227. deactivation_memo=deactivation_memo
  1228. reactivate
  1229. reactivation_memo=reactivation_memo
  1230. sendEmail
  1231. email
  1232. sendSms
  1233. cellNumber
  1234. putMedicareInfoAsGuest
  1235. firstName
  1236. lastName
  1237. dob:date
  1238. mcn
  1239. updateBasic
  1240. firstName=first_name
  1241. lastName=last_name
  1242. dob:date=dob
  1243. mcn=mcn
  1244. email=email
  1245. cellNumber=cell_number
  1246. memo=memo
  1247. SUB
  1248. dashboard
  1249. client_smses|client_sms|view|icon:comments
  1250. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1251. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1252. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1253. client_smses/view/{uid}
  1254. ACTIONS
  1255. assignIncomingSmsToClient
  1256. clientUid:record:client:uid,name_first
  1257. SUB
  1258. dashboard
  1259. client_documents|client_document|view|icon:file
  1260. !inc:@id,client,title,category,status,effective_date,provider,notes
  1261. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1262. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1263. client_documents/view/{uid}
  1264. ACTIONS
  1265. updateBasic
  1266. title:text
  1267. category:text
  1268. status:text
  1269. effectiveDate:date
  1270. provider:text
  1271. notes:text
  1272. SUB
  1273. dashboard
  1274. handouts|handout|add|view|icon:tablet-alt
  1275. handouts/add_new:create
  1276. internalName*
  1277. displayName*
  1278. tags
  1279. pdfFile:file
  1280. handouts/view/{uid}
  1281. ACTIONS
  1282. updateBasic
  1283. internalName*=internal_name
  1284. displayName*=display_name
  1285. tags=tags
  1286. SUB
  1287. dashboard
  1288. bdt_devices|bdt_device|add|view|icon:tablet-alt
  1289. bdt_devices/add_new:create
  1290. imei
  1291. category:select:BP,WEIGHT
  1292. memo
  1293. bdt_devices/view/{uid}
  1294. ACTIONS
  1295. deactivate
  1296. memo
  1297. reactivate
  1298. memo
  1299. update
  1300. imei=imei
  1301. category:select:BP,WEIGHT=category
  1302. memo=memo
  1303. SUB
  1304. dashboard
  1305. client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt
  1306. client_bdt_devices/add_new:create
  1307. clientUid*:record:client:uid,name_first
  1308. deviceUid*:record:bdt_device:uid,imei
  1309. instructions
  1310. internalMemo
  1311. status
  1312. statusMemo
  1313. client_bdt_devices/view/{uid}
  1314. ACTIONS
  1315. deactivate
  1316. memo
  1317. reactivate
  1318. memo
  1319. update
  1320. instructions=instructions
  1321. internalMemo=internal_memo
  1322. status=status
  1323. statusMemo=status_memo
  1324. SUB
  1325. dashboard
  1326. bdt_measurements|bdt_measurement|add|icon:tablet-alt
  1327. bdt_measurements/add_new:create
  1328. imei*
  1329. ts:text
  1330. batteryVoltage:text
  1331. signalStrength:text
  1332. valueTare:text
  1333. valueWeight:text
  1334. valueSystolic:text
  1335. valueDiastolic:text
  1336. valuePulse:text
  1337. valueUnit:text
  1338. valueIrregular:text
  1339. rssi:text
  1340. deviceId:text
  1341. stag_apps|stag_app|add|view|icon:tablet-alt
  1342. stag_apps/add_new:create
  1343. name*
  1344. url*:url
  1345. description
  1346. requiresAdmin:bool
  1347. stag_apps/view/{uid}
  1348. ACTIONS
  1349. deactivate
  1350. memo
  1351. reactivate
  1352. memo
  1353. update
  1354. name=name
  1355. url=url
  1356. description=description
  1357. requiresAdmin:bool
  1358. SUB
  1359. dashboard
  1360. stag_app_pro_access|stag_app_pro_access|view|icon:tablet-alt
  1361. stag_app_pro_access/view/{uid}
  1362. ACTIONS
  1363. deactivate
  1364. memo
  1365. reactivate
  1366. memo
  1367. updateMemo
  1368. memo=memo
  1369. SUB
  1370. dashboard
  1371. mb_practice|mb_practice|view|icon:tablet-alt
  1372. mb_practice/view/{uid}
  1373. ACTIONS
  1374. update
  1375. billingProviderTaxId=billing_provider_tax_id
  1376. billingProviderTaxIdType=billing_provider_tax_id_type
  1377. billingProviderEntity=billing_provider_entity
  1378. billingProviderPhoneNumber=billing_provider_phone_number
  1379. billingProviderOrganizationName=billing_provider_organization_name
  1380. billingProviderAddressStreetLine1=billing_provider_address_street_line1
  1381. billingProviderAddressStreetLine2=billing_provider_address_street_line2
  1382. billingProviderAddressCity=billing_provider_address_city
  1383. billingProviderAddressState=billing_provider_address_state
  1384. billingProviderAddressZip=billing_provider_address_zip
  1385. billingProviderNpi=billing_provider_npi
  1386. billingProviderTaxonomyCode=billing_provider_taxonomy_code
  1387. vendorApiKey=vendor_api_key
  1388. vendorApiBaseUrl=vendor_api_base_url
  1389. deactivate
  1390. memo
  1391. reactivate
  1392. memo
  1393. SUB
  1394. dashboard
  1395. mb_payer|mb_client|view|icon:tablet-alt
  1396. mb_payer/view/{uid}
  1397. mb_client|mb_client|view|icon:tablet-alt
  1398. mb_client/view/{uid}
  1399. mb_pro|mb_pro|view|icon:tablet-alt
  1400. mb_pro/view/{uid}
  1401. mb_claim|mb_claim|view|icon:tablet-alt
  1402. mb_claim/view/{uid}