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  1. PRO
  2. # dashboard
  3. my_payment_schedule|pro_rate:pro_id=OWN|icon:dollar-sign
  4. !inc:code,as_hcp_or_ally,amount,earnings
  5. !col:code:Code
  6. !col:as_hcp_or_ally:Description (HCP/Ally)
  7. !col:amount:Amount
  8. !col:earnings:Earnings:select '- TODO -' as result
  9. my_clients|client|add|view|icon:user-injured
  10. !inc:@name_first,gender_identity,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  11. !qry:pros:SELECT id, name_display FROM pro
  12. !col:name_display:Name
  13. !col:gender_identity:Gender
  14. my_clients/add_new:create
  15. !qry:pros:SELECT uid, name_display FROM pro
  16. mcpProUid:record:~pros:uid,name_display
  17. cmProUid:record:~pros:uid,name_display
  18. rmeProUid:record:~pros:uid,name_display
  19. rmmProUid:record:~pros:uid,name_display
  20. namePrefix
  21. nameFirst
  22. nameMiddle
  23. nameLast
  24. nameSuffix
  25. nameCredential
  26. genderIdentity:select:M,F
  27. dateOfBirth:date
  28. cellNumber:tel
  29. emailAddress:email
  30. medicareNumber
  31. my_clients/view/{uid}
  32. ACTIONS
  33. sendCellNumberConfirmationMessage
  34. putNewCellNumber
  35. newCellNumber:tel=cell_number
  36. putNewEmailAddress
  37. newEmailAddress:email
  38. sendEmailAddressConfirmationMessage
  39. deactivate
  40. memo
  41. updateDeactivationMemo
  42. memo=deactivation_memo
  43. reactivate
  44. memo
  45. updateReactivationMemo
  46. memo=reactivation_memo
  47. editSource
  48. source
  49. sourceMemo
  50. sourceAt:date
  51. sourceDetail
  52. sourceClientUid:record:client:uid,name_first
  53. sourceProUid:record:pro:uid,name_display
  54. sourceFacilityUid:record:facility:uid,name
  55. setIsDuplicateToTrue
  56. duplicateOfClientUid:record:client:uid,name_first
  57. setIsDuplicateToFalse
  58. editName
  59. namePrefix
  60. nameFirst
  61. nameMiddle
  62. nameLast
  63. nameSuffix
  64. nameCredential
  65. nameNickname
  66. nameMaiden
  67. namePrevious
  68. editDemographics
  69. dob:date
  70. ageInYears:number
  71. sex:select:M,F
  72. genderIdentity
  73. sexualOrientation
  74. isSexuallyActive:select:YES,NO,UKNOWN
  75. sexuallyActiveMemo
  76. maritalStatus
  77. editSpouse
  78. spouseRelationshipUid
  79. editIntakeDetails
  80. intakeText
  81. intakeDetail
  82. editResponsibleParty
  83. isResponsiblePartySomeoneElse
  84. responsiblePartyRelationshipUid
  85. editEmergencyRelationship
  86. emergencyRelationshipUid
  87. editFamilyInfo
  88. motherRelationshipUid
  89. motherMaidenName
  90. fatherRelationshipUid
  91. numberOfSiblings
  92. birthOrder
  93. isMultipleBirthMember
  94. editContactDetails
  95. phoneHome
  96. phoneMobile
  97. phoneWork
  98. phoneMemo
  99. emailPersonalPrimary
  100. emailPersonalSecondary
  101. emailWorkPrimary
  102. emailWorkSecondary
  103. sendRemindersByEmail:select:YES,NO,UKNOWN
  104. sendRemindersByText:select:YES,NO,UNKNOWN
  105. sendRemindersByPhone:select:YES,NO,UNKNOWN
  106. editAddress
  107. isSameAddressForHomeAndMailing:select:YES,NO,UNKNOWN
  108. homeAddressLine1
  109. homeAddressLine2
  110. homeAddressCity
  111. homeAddressState
  112. homeAddressZip
  113. homeAddressGeoLat:number
  114. homeAddressGeoLong:number
  115. mailingAddressLine1
  116. mailingAddressLine2
  117. mailingAddressCity
  118. mailingAddressState
  119. mailingAddressZip
  120. mailingAddressGeoLat:number
  121. mailingAddressGeoLong:number
  122. hasSecondaryAddress:select:YES,NO,UNKNOWN
  123. reasonForSecondaryAddress
  124. whenIsClientAtSecondaryAddress
  125. isSameSecondaryAddressForHomeAndMailing:select:YES,NO,UNKNOWN
  126. secondaryHomeAddressLine1
  127. secondaryHomeAddressLine2
  128. secondaryHomeAddressCity
  129. secondaryHomeAddressState
  130. secondaryHomeAddressZip
  131. secondaryHomeAddressGeoLat:number
  132. secondaryHomeAddressGeoLong:number
  133. secondaryMailingAddressLine1
  134. secondaryMailingAddressLine2
  135. secondaryMailingAddressCity
  136. secondaryMailingAddressState
  137. secondaryMailingAddressZip
  138. secondaryMailingAddressGeoLat:number
  139. secondaryMailingAddressGeoLong:number
  140. editMiscDemographics
  141. citizenships
  142. education
  143. birthCountry
  144. birthState
  145. birthCity
  146. nationality
  147. religiousAffiliation
  148. religiousFacilityUid
  149. isOnSpecialDiet:select:YES,NO,UNKNOWN
  150. specialDietCategory
  151. specialDietMemo
  152. preferredLanguage
  153. otherLanguages
  154. englishLevel
  155. driverLicenseState
  156. driverLicenseNumber
  157. isHispanic:select:YES,NO,UNKNOWN
  158. isBlackOrAA:select:YES,NO,UNKNOWN
  159. ethnicities
  160. race
  161. specificRaces
  162. setIsDeceasedToTrue
  163. dateOfDeath:date
  164. timeOfDeath:time
  165. causeOfDeath
  166. setIsDeceasedToFalse
  167. editPharmacy
  168. pharmacy
  169. pharmacyFacilityUid
  170. editSsn
  171. ssn
  172. putMcn
  173. mcn
  174. mcnNameFirst
  175. mcnNameLast
  176. mcnDob
  177. mcnSsn
  178. removeMc
  179. updateWebcamInfo
  180. EnumType.STRING)
  181. hasWebcamDevice
  182. webcamDevice
  183. putMcp
  184. mcpProUid
  185. removeMcp
  186. updateMcpOnboardingVisitInfo
  187. EnumType.STRING)
  188. hasMcpDoneOnboardingVisit
  189. mcpOnboardingVisitDate
  190. mcpOnboardingVisitNoteUid
  191. reasonOnboardingVisitNoteOutsideSystem
  192. updateMcpOnboardingActiveInfo
  193. EnumType.STRING)
  194. isMcpOnboardingActive
  195. whyIsMcpOnboardingNotActiveCategory
  196. whyIsMcpOnboardingNotActiveMemo
  197. putMcpOnboardingPro
  198. mcpOnboardingProUid
  199. removeMcpOnboardingPro
  200. acceptAssignmentAsMcpOnboardingPro
  201. mcpOnboardingProDecisionMemo
  202. rejectAssignmentAsMcpOnboardingPro
  203. mcpOnboardingProDecisionMemo
  204. updateMcpOnboardingProDecisionMemo
  205. mcpOnboardingProDecisionMemo
  206. updateMcpOnboardingStrategy
  207. EnumType.STRING)
  208. mcpOnboardingStrategy
  209. updateNextMcpOnboardingAttempt
  210. nextMcpOnboardingAttemptDateEst
  211. nextMcpOnboardingAttemptTimeEst
  212. putCmPro
  213. cmProUid
  214. removeCmPro
  215. putRmePro
  216. rmeProUid
  217. removeRmePro
  218. putRmmPro
  219. rmmProUid
  220. removeRmmPro
  221. putRdPro
  222. rdProUid
  223. removeRdPro
  224. updateMntEligibility
  225. isEligibleForMnt:select:YES,NO,UNKNOWN
  226. numberOfMntHoursLeftThisYear:number
  227. updateCmEligibility
  228. isEligibleForCm:select:YES:NO:UNKNOWN
  229. whyNotEligibleForCmCategory
  230. whyNotEligibleForCmMemo
  231. setIsEnrolledInCmToFalse
  232. whyNotEnrolledInCmCategory
  233. whyNotEnrolledInCmMemo
  234. setIsEnrolledInCmToTrue
  235. cmEnrollmentConsentMethod
  236. cmEnrollmentConsentMethodMemo
  237. cmReason1
  238. cmReason2
  239. updateCmReasons
  240. cmReason1
  241. cmReason2
  242. updateCmEnrollmentConsentInfo
  243. cmEnrollmentConsentMethod
  244. cmEnrollmentConsentMethodMemo
  245. updateWhyNotEnrolledInCm
  246. whyNotEnrolledInCmCategory
  247. whyNotEnrolledInCmMemo
  248. updateRmEligibility
  249. isEligibleForRm:select:YES:NO:UNKNOWN
  250. whyNotEligibleForRmCategory
  251. whyNotEligibleForRmMemo
  252. setIsEnrolledInRmToFalse
  253. whyNotEnrolledInRmCategory
  254. whyNotEnrolledInRmMemo
  255. setIsEnrolledInRmToTrue
  256. rmReason1
  257. rmReason2
  258. updateRmReasons
  259. rmReason1
  260. rmReason2
  261. updateWhyNotEnrolledInRm
  262. whyNotEnrolledInRmCategory
  263. whyNotEnrolledInRmMemo
  264. updateEquipmentInfo
  265. isEquipmentAwaitingSetup:select:YES,NO,UNKNOWN
  266. whatEquipmentIsAwaitingSetup
  267. isEquipmentSetupCompleted:select:YES,NO,UNKNOWN
  268. whatEquipmentSetupIsCompleted
  269. isEquipmentServiceNeeded:select:YES,NO,UNKNOWN
  270. whatEquipmentServiceIsNeeded
  271. SUB
  272. dashboard
  273. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:pencil-alt=>/my_clients/view/$uid/ACTION_editSource
  274. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  275. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:pencil-alt=>/my_clients/view/$uid/ACTION_editName
  276. !grp:Demographics:dob,age_in_years,sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:pencil-alt=>/my_clients/view/$uid/ACTION_editDemographics
  277. !grp:Spouse:spouse_relationship_id:Edit spouse:pencil-alt=>/my_clients/view/$uid/ACTION_editSpouse
  278. !grp:Intake:intake_text,intake_detail:Edit intake details:pencil-alt=>/my_clients/view/$uid/ACTION_editIntakeDetails
  279. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:pencil-alt=>/my_clients/view/$uid/ACTION_editResponsibleParty
  280. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:pencil-alt=>/my_clients/view/$uid/ACTION_editEmergencyRelationship
  281. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:pencil-alt=>/my_clients/view/$uid/ACTION_editFamilyInfo
  282. !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:pencil-alt=>/my_clients/view/$uid/ACTION_editContactDetails
  283. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:pencil-alt=>/my_clients/view/$uid/ACTION_putNewCellNumber
  284. !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:pencil-alt=>/my_clients/view/$uid/ACTION_putNewEmailAddress
  285. !grp:Credentials:username
  286. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:pencil-alt=>/my_clients/view/$uid/ACTION_editAddress
  287. !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:pencil-alt=>/my_clients/view/$uid/ACTION_editMiscDemographics
  288. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  289. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:pencil-alt=>/my_clients/view/$uid/ACTION_editPharmacy
  290. !grp:SSN:ssn:Edit SSN:pencil-alt=>/my_clients/view/$uid/ACTION_editSsn
  291. !grp:MCN:mcn,mcn_name_first,mcn_name_last,mcn_dob,mcn_ssn,mcn_address,is_partbprimary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan:Put MSN:pencil-alt=>/my_clients/view/$uid/ACTION_putMsn
  292. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:pencil-alt=>/my_clients/view/$uid/ACTION_updateWebcamInfo
  293. !grp:MCP:mcp_pro_id:Put MCP:pencil-alt=>/my_clients/view/$uid/ACTION_putMcp
  294. !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:pencil-alt=>/my_clients/view/$uid/ACTION_editSource
  295. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo:Update MCP Onboarding Visit Info:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  296. !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:Update MCP Onboarding Active Info:pencil-alt=>/my_clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  297. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  298. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:pencil-alt=>/my_clients/view/$uid/ACTION_updateMntEligibility
  299. !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:pencil-alt=>/my_clients/view/$uid/ACTION_updateCmEligibility
  300. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:pencil-alt=>/my_clients/view/$uid/ACTION_updateRmEligibility
  301. !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:pencil-alt=>/my_clients/view/$uid/ACTION_updateEquipmentInfo
  302. !act:is_duplicate:setIsDupicateToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDuplicateToTrue
  303. !act:is_deceased:setIsDeseasedToTrue:pencil-alt=>/my_clients/view/$uid/ACTION_setIsDeceasedToTrue
  304. med_profile
  305. id=client_info_line.client_id=>/med_profiles/view/UID
  306. !inc:id,category,content_text,content_detail
  307. add_new:client_info_line=>/med_profile_lines/view/UID
  308. clientUid:hidden=uid
  309. category
  310. contentText
  311. contentDetail
  312. med_profile_log
  313. id=client_info_line_update.client_id=>/med_profiles/view/UID
  314. !inc:id,category,content_text,content_detail
  315. pro_access
  316. id=client_pro_access.client_id=>/pro_access/view/UID
  317. add_new:client_pro_access=>/pro_access/view/UID
  318. clientUid:hidden=uid
  319. proUid:record:pro:uid,name_display
  320. reasonCategory
  321. reasonMemo
  322. reasonDetail
  323. notes
  324. id=note.client_id=>/notes/view/UID
  325. !inc:uid,title
  326. add_new:note=>/notes/view/UID
  327. clientUid:hidden=uid
  328. hcpProUid:record:pro:uid,name_display
  329. allyProUid:record:pro:uid,name_display
  330. title
  331. effectiveDateEST:date
  332. effectiveTime:time
  333. reason1
  334. reason2
  335. reason3
  336. reason3Plus
  337. serviceLocation
  338. category
  339. contentText
  340. contentDetail
  341. relationships
  342. id=relationship.client_id=>/relationships/view/UID
  343. !inc:name_first,name_middle,name_last,email_address
  344. add_new:relationship=>/relationships/view/UID
  345. clientUid:hidden=uid
  346. relationshipToClient
  347. relationshipMemo
  348. namePrefix
  349. nameFirst
  350. nameMiddle
  351. nameLast
  352. nameSuffix
  353. nameMaiden
  354. namePrevious
  355. organizationName
  356. phoneHome
  357. phoneMobile
  358. phoneWork
  359. phoneMemo
  360. homeAddress
  361. mailingAddress
  362. emailAddress
  363. isHispanic:select:YES,NO,UNKNOWN
  364. isBlackOrAA:select:YES,NO,UNKNOWN
  365. ethnicities
  366. race
  367. specificRaces
  368. preferredLanguage
  369. otherLanguages
  370. englishLevel
  371. contactClientUid:record:client:uid,name_first
  372. care_months
  373. id=care_month.client_id=>/care_months/view/UID
  374. add_new:care_month
  375. clientUid:hidden=uid
  376. startMonth:number
  377. startYear:number
  378. care_month_entries
  379. id=care_month_entry.client_id=>/care_month_entries/view/UID
  380. !qry:pros:SELECT id, name_display FROM pro
  381. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  382. bills
  383. id=bill.client_id=>/bills/view/UID
  384. related_transactions
  385. id=pro_transaction.client_id=>/transactions/view/UID
  386. action_items
  387. id=action_item.client_id=>/action_items/view/UID
  388. add_new:action_item
  389. clientUid:hidden=uid
  390. prescriberProUid:record:pro:uid,name_display
  391. toFacilityUid:record:facility:uid,name
  392. contentText
  393. contentDetail
  394. erx
  395. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  396. add_new:action_item
  397. clientUid:hidden=uid
  398. prescriberProUid:record:pro:uid,name_display
  399. toFacilityUid:record:facility:uid,name
  400. contentText
  401. contentDetail
  402. mcp_updates
  403. id=client_mcp_update.client_id
  404. ally_updates
  405. id=client_ally_update.client_id
  406. audit_log
  407. notes|note|view|icon:file-alt
  408. !inc:effective_dateest,client_id,hcp_pro_id,ally_pro_id,reasons,is_signed_by_ally,is_signed_by_hcp,billed
  409. !qry:pros:SELECT id, name_display FROM pro
  410. !qry:clients:SELECT id, name_display FROM client
  411. !qry:reasons:SELECT id, concat(reason1,reason2) as result FROM note
  412. !col:effective_dateest:Date
  413. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  414. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  415. !col:ally_pro_id:Ally:~pros:name_display:id,=,$ally_pro_id:all
  416. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  417. !col:service_location:Location
  418. !col:category:Category
  419. !col:content_text:Content
  420. !col:is_signed_by_ally:Ally Signed?
  421. !col:is_signed_by_hcp:HCP Signed?
  422. !col:billed:Billed?:SELECT '-- TODO --' as result
  423. notes/view/{uid}
  424. ACTIONS
  425. signAsHcp
  426. SUB
  427. dashboard
  428. bills
  429. id=bill.note_id=>/bills/view/UID
  430. add_new:bill:createForNote
  431. noteUid:hidden=uid
  432. effectiveDate:date
  433. code
  434. reason1
  435. reason2
  436. reason3
  437. reason3Plus
  438. serviceLocation
  439. modifier
  440. numberOfUnits:number
  441. relationships|relationship|view|icon:file-alt
  442. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  443. relationships/view/{uid}
  444. ACTIONS
  445. updateBasic
  446. relationshipToClient
  447. relationshipMemo
  448. namePrefix
  449. nameFirst
  450. nameMiddle
  451. nameLast
  452. nameSuffix
  453. nameMaiden
  454. namePrevious
  455. organizationName
  456. phoneHome
  457. phoneMobile
  458. phoneWork
  459. phoneMemo
  460. homeAddress
  461. mailingAddress
  462. emailAddress
  463. isHispanic:select:YES,NO,UNKNOWN
  464. isBlackOrAA:select:YES,NO,UNKNOWN
  465. ethnicities
  466. race
  467. specificRaces
  468. preferredLanguage
  469. otherLanguages
  470. englishLevel
  471. contactClientUid:record:client:uid,name_first
  472. SUB
  473. dashboard
  474. !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
  475. erx|action_item:action_item_category='RX'|view|icon:file-signature
  476. erx/view/{uid}
  477. ACTIONS
  478. signAsPrescriber
  479. updateToFacility
  480. toFacilityUid:record:facility:uid,name
  481. updateContent
  482. contentText=content_text
  483. contentDetail=content_detail
  484. updateStatus
  485. statusCategory:select:OPEN,CLOSED
  486. statusMemo
  487. efax
  488. toFaxNumber:tel
  489. SUB
  490. dashboard
  491. audit_log
  492. action_items|action_item|view|icon:tasks
  493. action_items/view/{uid}
  494. ACTIONS
  495. signAsPrescriber
  496. updateToFacility
  497. toFacilityUid:record:facility:uid,name
  498. updateContent
  499. contentText=content_text
  500. contentDetail=content_detail
  501. updateStatus
  502. statusCategory:select:OPEN,CLOSED
  503. statusMemo
  504. efax
  505. toFaxNumber:tel
  506. SUB
  507. dashboard
  508. audit_log
  509. care_months|care_month|view|icon:calendar-plus
  510. care_months/view/{uid}
  511. ACTIONS
  512. assignMcpPro
  513. mcpProUid:record:pro:uid,name_display
  514. changeMcpPro
  515. mcpProUid:record:pro:uid,name_display
  516. removeMcpPro:if:mcp_pro_id
  517. assignCmPro
  518. cmProUid:record:pro:uid,name_display
  519. changeCmPro
  520. cmProUid:record:pro:uid,name_display
  521. removeCmPro:if:cm_pro_id
  522. assignRmePro
  523. rmeProUid:record:pro:uid,name_display
  524. changeRmePro
  525. rmeProUid:record:pro:uid,name_display
  526. removeRmePro:if:rme_pro_id
  527. assignRmmPro
  528. rmmProUid:record:pro:uid,name_display
  529. changeRmmPro
  530. rmmProUid:record:pro:uid,name_display
  531. removeRmmPro:if:rmm_pro_id
  532. putReasons
  533. reason1
  534. reason2
  535. reason3
  536. reason3Plus
  537. setIsClientEnrolledInCmToTrue
  538. setIsClientEnrolledInCmToFalse
  539. updateWhyNotEnrolledInCm
  540. whyNotEnrolledInCmCategory
  541. whyNotEnrolledInCmMemo
  542. setIsClientEnrolledInRmToTrue
  543. setIsClientEnrolledInRmToFalse
  544. updateWhyNotEnrolledInRm
  545. whyNotEnrolledInRmCategory
  546. whyNotEnrolledInRmMemo
  547. generateBillForCm
  548. cmCode:select:CM20,CM30_HCP,CM60,CM90
  549. generateBillForRm
  550. rmCode:select:RM1,RM20,RM30,RM60
  551. setIsCmCanceledThisMonthToTrue
  552. updateWhyIsCmCanceledThisMonth
  553. setIsCmCanceledThisMonthToFalse
  554. setIsRmCanceledThisMonthToTrue
  555. updateWhyIsRmCanceledThisMonth
  556. setIsRmCanceledThisMonthToFalse
  557. setIsTmThisMonthToTrue
  558. setIsTmThisMonthToFalse
  559. SUB
  560. dashboard
  561. !grp:Care Month Details:id,created_at,type,uid,cm_reason1,cm_reason2,cm_total_time_in_seconds,cm_total_time_in_seconds_by_cm_pro,cm_total_time_in_seconds_by_mcp,has_mcp_done_em_visit,is_client_enrolled_in_cm,is_client_enrolled_in_rm,is_cm_canceled_this_month,is_rm_canceled_this_month,is_tm_this_month,rm_reason1,rm_reason2,rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rme_pro,rm_total_time_in_seconds_by_rmm_pro,start_date,why_is_cm_canceled_this_month,why_is_rm_canceled_this_month,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo,created_by_session_id,client_id,cm_bill_id,cm_pro_id,mcp_pro_id,rm_bill_id,rme_pro_id,rmm_pro_id
  562. # :: need remove
  563. cm_time_entries
  564. id=care_month_entry.care_month_id,cm_or_rm='CM'
  565. !inc:content_text,content_detail,time_in_seconds
  566. add_new:care_month_entry:createForCm
  567. careMonthUid:hidden=uid
  568. proUid:record:pro:uid,name_display
  569. effectiveDate:date
  570. timeInSeconds:number
  571. isTimeSpecific:bool
  572. startingTime:time
  573. endingTime:time
  574. contentText
  575. contentDetail
  576. # :: need remove
  577. rm_time_entries
  578. id=care_month_entry.care_month_id,cm_or_rm='RM'
  579. add_new:care_month_entry:createForRm
  580. careMonthUid:hidden=uid
  581. proUid:record:pro:uid,name_display
  582. effectiveDate:date
  583. timeInSeconds:number
  584. isTimeSpecific:bool
  585. startingTime:time
  586. endingTime:time
  587. contentText
  588. contentDetail
  589. audit_log
  590. care_month_entries|care_month_entry|view|icon:calendar-alt
  591. !qry:pros:SELECT id, name_display FROM pro
  592. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  593. care_month_entries/view/{uid}
  594. ACTIONS
  595. updateContent
  596. contentText
  597. contentDetail
  598. updateTiming
  599. effectiveDate
  600. timeInSeconds
  601. isTimeSpecific:bool
  602. startingTime
  603. endingTime
  604. SUB
  605. dashboard
  606. bills|bill|view|icon:file-invoice-dollar
  607. bills/view/{uid}
  608. ACTIONS
  609. payHcpAmount
  610. hcpPaymentAmount:number
  611. payHcpDifferentAmount
  612. differentHcpPaymentAmount:number
  613. payCmDifferentAmount
  614. differentCmPaymentAmount:number
  615. payRmeDifferentAmount
  616. differentRmePaymentAmount:number
  617. payRmmDifferentAmount
  618. differentRmmPaymentAmount:number
  619. signAsHcp
  620. markSubmitted
  621. markCancelled
  622. putCollectedAmount
  623. collectedAmount
  624. SUB
  625. dashboard
  626. transactions
  627. id=pro_transaction.bill_id
  628. audit_log
  629. transactions|pro_transaction|icon:exchange-alt
  630. med_profile_lines|client_info_line|view|icon:window-restore
  631. med_profile_lines/view/{uid}
  632. ACTIONS
  633. remove
  634. removalMemo=removal_memo
  635. updateContent
  636. contentText=content_text
  637. contentDetail=content_detail
  638. SUB
  639. dashboard
  640. !grp:Med Profile Details:id,category,content_text,content_detail
  641. med_profile_line_updates|client_info_line_update|icon:window-restore
  642. pro_access|client_pro_access|view|icon:arrow-alt-circle-right
  643. pro_access/view/{uid}
  644. ACTIONS
  645. updateReason
  646. reasonCategory=reason_category
  647. reasonDetail=reason_detail
  648. deactivate
  649. memo
  650. updateDeactivationMemo
  651. memo=deactivation_memo
  652. reactivate
  653. memo
  654. updateReactivationMemo
  655. memo=reactivation_memo
  656. SUB
  657. dashboard
  658. !grp:Bill Details:id,created_at,type,uid,bill_service_type,cm_expected_payment_amount,cm_or_rm,cm_payment_amount,code,collected_amount,effective_date,has_cm_been_paid,has_hcp_been_paid,has_rme_been_paid,has_rmm_been_paid,hcp_expected_payment_amount,hcp_payment_amount,is_cancelled,is_signed_by_cm,is_signed_by_hcp,is_signed_by_rme,is_signed_by_rmm,is_submitted,marked_cancelled_at,marked_submitted_at,modifier,number_of_units,reason1,reason2,reason3,reason3plus,rme_expected_payment_amount,rme_payment_amount,rmm_expected_payment_amount,rmm_payment_amount,service_location,signed_by_cm_at,signed_by_hcp_at,signed_by_rme_at,signed_by_rmm_at,created_by_session_id,care_month_id,client_id,cm_payment_pro_transaction_id,cm_pro_id,hcp_payment_pro_transaction_id,hcp_pro_id,marked_cancelled_by_session_id,marked_submitted_by_session_id,note_id,note_ally_id,rme_payment_pro_transaction_id,rme_pro_id,rmm_payment_pro_transaction_id,rmm_pro_id,signed_by_cm_session_id,signed_by_hcp_session_id,signed_by_rme_session_id,signed_by_rmm_session_id
  659. mcp_updates|client_mcp_update|icon:user-edit
  660. ally_updates|client_ally_update|icon:user-edit
  661. # audit_log :: coming soon
  662. ADMIN
  663. # admin_dashboard
  664. facilities|facility|add|view|icon:temperature-low
  665. facilities/add_new:create
  666. name
  667. addressFull
  668. addressLine1
  669. addressLine2
  670. addressCity
  671. addressState
  672. addressZip
  673. addressCountry
  674. addressGeoLat:number
  675. addressGeoLong:number
  676. phone
  677. fax
  678. hours:number
  679. facilities/view/{uid}
  680. ACTIONS
  681. updateBasic
  682. name
  683. addressFull
  684. addressLine1
  685. addressLine2
  686. addressCity
  687. addressState
  688. addressZip
  689. addressCountry
  690. addressGeoLat
  691. addressGeoLong
  692. phone
  693. fax
  694. hours
  695. deactivate
  696. memo
  697. updateDeactivationMemo
  698. memo=deactivation_memo
  699. reactivate
  700. memo
  701. updateReactivationMemo
  702. memo=reactivation_memo
  703. SUB
  704. dashboard
  705. erx
  706. action_items
  707. audit_log
  708. pros|pro|add|view|icon:user-md
  709. !inc:@name_display,name_first,name_last
  710. col:name_display
  711. name_first
  712. name_last
  713. pros/add_new:create
  714. cellNumber:tel
  715. emailAddress:email
  716. nameDisplay
  717. namePrefix
  718. nameFirst
  719. nameMiddle
  720. nameLast
  721. nameSuffix
  722. nameCredential
  723. isHcp:bool
  724. hcpNpi
  725. previousProfessionCategory
  726. currentProfessionCategory
  727. pros/view/{uid}
  728. ACTIONS
  729. sendCellNumberConfirmationMessage
  730. confirmCellNumberWithConfirmationToken
  731. cellNumber:tel=cell_number
  732. token
  733. putNewCellNumber
  734. newCellNumber:tel=cell_number
  735. confirmEmailAddressWithConfirmationToken
  736. emailAddress:email=email_address
  737. token
  738. putNewEmailAddress
  739. newEmailAddress:email=email_address
  740. updateName
  741. nameDisplay
  742. namePrefix
  743. nameFirst
  744. nameMiddle
  745. nameLast
  746. nameSuffix
  747. nameCredential
  748. updateProfession
  749. isHcp:bool
  750. hcpNpi
  751. previousProfessionCategory
  752. currentProfessionCategory
  753. hcpCategory
  754. hcpSubcategory
  755. updateEnrolledHcpInfo
  756. enrolledHcpCategory
  757. enrolledHcpSubcategory
  758. enrolledHcpNpi
  759. putProfilePicture
  760. profilePictureBase64
  761. updatePhoneInfo
  762. homePhoneNumber
  763. workPhoneNumber
  764. supporterPhoneNumber
  765. supporterMemo
  766. phoneNumbersMemo
  767. updateAddress
  768. mailingAddressLine1
  769. mailingAddressLine2
  770. mailingAddressCity
  771. mailingAddressState
  772. mailingAddressCountry
  773. mailingAddressZip
  774. mailingAddressLat:number
  775. mailingAddressLong:number
  776. homeAddressLine1
  777. homeAddressLine2
  778. homeAddressCity
  779. homeAddressState
  780. homeAddressCountry
  781. homeAddressZip
  782. homeAddressLat:number
  783. homeAddressLong:number
  784. updatePaymentProcessingDetail
  785. paymentProcessingDetail
  786. uploadDriverLicense
  787. driverLicenseFilePath
  788. updateDriverLicenseInfo
  789. driverLicenseState
  790. driverLicenseIssueDate
  791. driverLicenseExpirationDate
  792. updateSsn
  793. ssn
  794. # new actions from ProService.java
  795. sendEmailAddressConfirmationMessage
  796. setIsHcpToTrue
  797. setIsHcpToFalse
  798. setIsEnrolledAsHcpToTrue
  799. setIsEnrolledAsHcpToFalse
  800. setIsEnrolledAsMcpToTrue
  801. setIsEnrolledAsMcpToFalse
  802. removeProfilePicture
  803. updateW9Detail
  804. w9Detail
  805. updateSignedContractPdf
  806. signedContractPdf
  807. setIsPaymentProcessingDetailCompleteToTrue
  808. setIsPaymentProcessingDetailCompleteToFalse
  809. setIsDriverLicenseCompleteToTrue
  810. setIsDriverLicenseCompleteToFalse
  811. setIsSsnCompleteToTrue
  812. setIsSsnCompleteToFalse
  813. SUB
  814. dashboard
  815. my_payment_schedule
  816. id=pro_rate.pro_id=>/pro_rates/view/UID
  817. !inc:@uid,code,amount,responsibility
  818. add_new:pro_rate:create
  819. proUid:hidden=uid
  820. responsibility:select:HCP,NA,CM,RME,RMM
  821. code:select:CM20,CM30_HCP,CM60,CM90,RM1,RM20,RM30,RM60
  822. amount:number
  823. clients
  824. pro_access
  825. mcp_updates
  826. ally_updates
  827. erx
  828. action_items
  829. care_months
  830. care_month_entries
  831. notes
  832. bills
  833. pro_transactions
  834. lobby_pros
  835. id=lobby_pro.pro_id=>/lobby_pros/view/UID
  836. add_new:lobby_pro
  837. proUid:hidden=uid
  838. lobbyUid:record:lobby:uid,name
  839. sessions
  840. audit_log
  841. pro_rates|pro_rate|view|icon:funnel-dollar
  842. pro_rates/view/{uid}
  843. ACTIONS
  844. updateAmount
  845. newAmount:number=amount
  846. SUB
  847. dashboard
  848. lobbies|lobby|add|view|icon:hospital
  849. lobbies/add_new:create
  850. name
  851. urlSlug
  852. isStrangerAccessible:boolean
  853. isClientAccessible:boolean
  854. lobbies/view/{uid}
  855. ACTIONS
  856. putName
  857. name
  858. putUrlSlug
  859. urlSlug
  860. setIsStrangerAccessibleToTrue
  861. setIsStrangerAccessibleToFalse
  862. setIsClientAccessibleToTrue
  863. setIsClientAccessibleToFalse
  864. SUB
  865. dashboard
  866. lobby_pros
  867. id=lobby_pro.lobby_id=>/lobby_pros/view/UID
  868. add_new:lobby_pro
  869. lobbyUid:hidden=uid
  870. proUid:record:pro:uid,name_display
  871. meetings
  872. id=meeting.lobby_id=>/meetings/view/UID
  873. meetings|meeting|add|view|icon:handshake
  874. meetings/add_new:meetings:createAsProPerformer
  875. lobbyUid:record:lobby:uid,name
  876. targetLobbyProUid:record:lobby_pro:uid,uid
  877. title
  878. name
  879. pictureBase64
  880. meetings/view/{uid}
  881. ACTIONS
  882. putLobby
  883. lobbyUid:record:lobby:uid,name
  884. putTargetLobbyPro
  885. lobbyUid:record:lobby_pro:uid,name
  886. putTitle
  887. title
  888. putStrangerInfo
  889. strangerFirstName
  890. strangerLastName
  891. strangerDob:date
  892. strangerMcn
  893. isStrangerMcnPpb:boolean
  894. strangerMcnDetail
  895. strangerSsn
  896. strangerDetail
  897. putMeetingNumber
  898. SUB
  899. dashboard
  900. meeting_participants
  901. id=meeting_participant.meeting_id=>/meeting_participants/view/UID
  902. add_new:meeting_participant:createForPro
  903. meetingUid:hidden=uid
  904. proUid:record:pro:uid,name_display
  905. name
  906. pictureBase64
  907. meeting_invitations
  908. id=meeting_invitation.meeting_id=>/meeting_invitations/view/UID
  909. add_new:meeting_invitation
  910. meetingUid:hidden=uid
  911. smsOrEmail:select:SMS,EMAIL
  912. toSms
  913. toEmail
  914. toName
  915. meeting_rings
  916. id=meeting_ring.meeting_id=>/meeting_rings/view/UID
  917. meeting_knocks
  918. id=meeting_knock.meeting_id=>/meeting_knocks/view/UID
  919. meeting_messages
  920. id=meeting_message.meeting_id=>/meeting_messages/view/UID
  921. meeting_participants|meeting_participant|view|icon:user
  922. meeting_participants/view/{uid}
  923. SUB
  924. dashboard
  925. meeting_invitations|meeting_invitation|view|icon:envelope
  926. meeting_invitations/view/{uid}
  927. ACTIONS
  928. cancel
  929. memo
  930. SUB
  931. dashboard
  932. meeting_rings|meeting_ring|view|icon:phone
  933. meeting_rings/view/{uid}
  934. SUB
  935. dashboard
  936. meeting_knocks|meeting_knock|view|icon:door-closed
  937. meeting_knocks/view/{uid}
  938. SUB
  939. dashboard
  940. meeting_messages|meeting_message|view|icon:comments
  941. meeting_message/view/{uid}
  942. SUB
  943. dashboard
  944. section_templates|section_template|add|icon:user-md
  945. !inc:@title,internal_name
  946. section_templates/add_new:create
  947. title
  948. internalName