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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
  225. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time
  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. putRmsPro
  236. rmsProUid*:record:pro:uid,name_display
  237. removeRmsPro
  238. putRmgPro
  239. rmgProUid*:record:pro:uid,name_display
  240. removeRmgPro
  241. putRdPro
  242. rdProUid*:record:pro:uid,name_display
  243. removeRdPro
  244. updateMntEligibility
  245. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  246. numberOfMntHoursLeftThisYear:text=number_of_mnt_hours_left_this_year
  247. updateCmEligibility
  248. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  249. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  250. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  251. setIsEnrolledInCmToFalse
  252. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  253. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  254. setIsEnrolledInCmToTrue
  255. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  256. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  257. cmReason1*=cm_reason1
  258. cmReason2=cm_reason2
  259. updateCmReasons
  260. cmReason1*=cm_reason1
  261. cmReason2=cm_reason2
  262. updateRmReasons
  263. rmReason1*=rm_reason1
  264. rmReason2=rm_reason2
  265. updateCmEnrollmentConsentInfo
  266. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  267. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  268. updateWhyNotEnrolledInCm
  269. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  270. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  271. updateRmEligibility
  272. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  273. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  274. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  275. setIsEnrolledInRmToFalse
  276. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  277. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  278. setIsEnrolledInRmToTrue
  279. rmReason1*=rm_reason1
  280. rmReason2=rm_reason2
  281. updateWhyNotEnrolledInRm
  282. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  283. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  284. updateEquipmentInfo
  285. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  286. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  287. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  288. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  289. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  290. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  291. SUB
  292. dashboard:custom
  293. detail:dashboard
  294. !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
  295. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  296. !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/$uid/ACTION_editName
  297. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  298. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  299. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  300. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  301. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  302. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  303. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  304. !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/$uid/ACTION_editContactDetails
  305. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  306. !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/$uid/ACTION_putNewEmailAddress
  307. !grp:Credentials:username
  308. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  309. !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/$uid/ACTION_editMiscDemographics
  310. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  311. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  312. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  313. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  314. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  315. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  316. !grp:Physician:physician_pro_id:Put Physician:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  317. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  318. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date,next_mcp_onboarding_attempt_time,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  319. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rms_pro_id,rmg_pro_id,rd_pro_id
  320. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  321. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  322. !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/$uid/ACTION_updateRmEligibility
  323. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  324. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  325. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  326. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  327. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  328. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  329. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  330. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  331. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  332. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  333. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  334. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  335. !act:physician_pro_id:putPhysicianPro:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  336. !act:physician_pro_id:removePhysicianPro:circle=>/clients/view/$uid/ACTION_removePhysicianPro
  337. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  338. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  339. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  340. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  341. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  342. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  343. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  344. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  345. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  346. !act:rms_pro_id:putRmsPro:circle=>/clients/view/$uid/ACTION_putRmsPro
  347. !act:rms_pro_id:removeRmsPro:circle=>/clients/view/$uid/ACTION_removeRmsPro
  348. !act:rmg_pro_id:putRmgPro:circle=>/clients/view/$uid/ACTION_putRmgPro
  349. !act:rmg_pro_id:removeRmgPro:circle=>/clients/view/$uid/ACTION_removeRmgPro
  350. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  351. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  352. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  353. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  354. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  355. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  356. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  357. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  358. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  359. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  360. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  361. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  362. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  363. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  364. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  365. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  366. !act:next_mcp_onboarding_attempt_date:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  367. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  368. !qry:pros:select id, name_display from pro
  369. !qry:facilities:select id, name from facility
  370. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  371. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  372. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  373. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  374. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  375. !col:dob:Date of Birth
  376. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  377. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  378. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  379. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  380. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  381. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  382. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  383. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  384. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  385. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  386. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  387. !col:rms_pro_id:RMS Pro:~pros:name_display:id,=,$rms_pro_id:all
  388. !col:rmg_pro_id:RMG Pro:~pros:name_display:id,=,$rmg_pro_id:all
  389. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  390. !nal:
  391. measurements
  392. id=measurement.client_id=>/measurements/view/UID
  393. !inc:label,value,effective_date
  394. add_new:measurement=>/measurements/view/UID
  395. clientUid:hidden=uid
  396. label
  397. value:text
  398. effectiveDate:date
  399. med_profile
  400. id=client_info_line.client_id=>/med_profiles/view/UID
  401. !inc:id,category,content_text,content_detail
  402. add_new:client_info_line=>/med_profile_lines/view/UID
  403. clientUid:hidden=uid
  404. category
  405. contentText
  406. contentDetail
  407. med_profile_log
  408. id=client_info_line_update.client_id=>/med_profiles/view/UID
  409. !inc:id,category,content_text,content_detail
  410. pro_access
  411. id=client_pro_access.client_id=>/client_pro_access/view/UID
  412. add_new:client_pro_access=>/client_pro_access/view/UID
  413. clientUid:hidden=uid
  414. proUid:record:pro:uid,name_display
  415. reasonCategory
  416. reasonMemo
  417. reasonDetail
  418. notes
  419. id=note.client_id=>/notes/view/UID
  420. !inc:uid,title
  421. add_new:note=>/notes/view/UID
  422. clientUid:hidden=uid
  423. hcpProUid:record:pro:uid,name_display
  424. title
  425. effectiveDateEST:date
  426. effectiveTime:time
  427. reason1
  428. reason2
  429. reason3
  430. reason3Plus
  431. serviceLocation
  432. category
  433. contentText
  434. contentDetail
  435. relationships
  436. id=relationship.client_id=>/relationships/view/UID
  437. !inc:name_first,name_middle,name_last,email_address
  438. add_new:relationship=>/relationships/view/UID
  439. clientUid:hidden=uid
  440. relationshipToClient
  441. relationshipMemo
  442. namePrefix
  443. nameFirst
  444. nameMiddle
  445. nameLast
  446. nameSuffix
  447. nameMaiden
  448. namePrevious
  449. organizationName
  450. phoneHome
  451. phoneMobile
  452. phoneWork
  453. phoneMemo
  454. homeAddress
  455. mailingAddress
  456. emailAddress
  457. isHispanic:select:YES,NO,UNKNOWN
  458. isBlackOrAA:select:YES,NO,UNKNOWN
  459. ethnicities
  460. race
  461. specificRaces
  462. preferredLanguage
  463. otherLanguages
  464. englishLevel
  465. contactClientUid:record:client:uid,name_first
  466. care_months
  467. id=care_month.client_id=>/care_months/view/UID
  468. add_new:care_month
  469. clientUid:hidden=uid
  470. startMonth:text
  471. startYear:text
  472. care_month_entries
  473. id=care_month_entry.client_id=>/care_month_entries/view/UID
  474. !qry:pros:SELECT id, name_display FROM pro
  475. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  476. bills
  477. id=bill.client_id=>/bills/view/UID
  478. related_transactions
  479. id=pro_transaction.client_id=>/transactions/view/UID
  480. action_items
  481. id=action_item.client_id=>/action_items/view/UID
  482. add_new:action_item
  483. clientUid:hidden=uid
  484. prescriberProUid:record:pro:uid,name_display
  485. toFacilityUid:record:facility:uid,name
  486. contentText
  487. contentDetail
  488. erx
  489. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  490. add_new_erx:action_item
  491. clientUid:hidden=uid
  492. prescriberProUid:record:pro:uid,name_display
  493. toFacilityUid:record:facility:uid,name
  494. contentText
  495. contentDetail
  496. mcp_updates
  497. id=client_mcp_update.client_id
  498. client_sms
  499. id=client_sms.client_id
  500. !inc:id,from_number, to_number, body, created_at
  501. client_sms_numbers
  502. id=client_sms_number.client_id
  503. !inc:id,sms_number
  504. client_documents
  505. id=client_document.client_id=>/client_documents/view/UID
  506. !inc:id,title,category,status,effective_date,provider,notes,file_name
  507. add_new:client_document
  508. clientUid:hidden=uid
  509. title
  510. category
  511. status
  512. effectiveDate:date
  513. provider
  514. notes
  515. file:file
  516. audit_log
  517. bdt_devices
  518. id=client_bdt_device.client_id=>/client_bdt_devices/view/UID
  519. add_new:client_bdt_device
  520. clientUid:hidden=uid
  521. deviceUid*:record:bdt_device:uid,imei
  522. instructions
  523. internalMemo
  524. status
  525. statusMemo
  526. device_measurements
  527. id=client_bdt_measurement.client_id
  528. notes|note|view|icon:file-alt
  529. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  530. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  531. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  532. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  533. !col:effective_dateest:Date
  534. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  535. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  536. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  537. !col:service_location:Location
  538. !col:category:Category
  539. !col:content_text:Content
  540. !col:is_signed_by_hcp:HCP Signed?
  541. !col:billed:Billed?:SELECT '-- TODO --' as result
  542. notes/view/{uid}
  543. ACTIONS
  544. signAsHcp
  545. SUB
  546. dashboard
  547. bills
  548. id=bill.note_id=>/bills/view/UID
  549. add_new:bill:createForNote
  550. noteUid:hidden=uid
  551. effectiveDate:date
  552. code
  553. reason1
  554. reason2
  555. reason3
  556. reason3Plus
  557. serviceLocation
  558. modifier
  559. numberOfUnits:text
  560. sections
  561. id=section.note_id=>/sections/view/UID
  562. !inc:summary_html,content_data
  563. relationships|relationship|view|icon:file-alt
  564. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  565. relationships/view/{uid}
  566. ACTIONS
  567. updateBasic
  568. relationshipToClient
  569. relationshipMemo
  570. namePrefix
  571. nameFirst
  572. nameMiddle
  573. nameLast
  574. nameSuffix
  575. nameMaiden
  576. namePrevious
  577. organizationName
  578. phoneHome
  579. phoneMobile
  580. phoneWork
  581. phoneMemo
  582. homeAddress
  583. mailingAddress
  584. emailAddress
  585. isHispanic:select:YES,NO,UNKNOWN
  586. isBlackOrAA:select:YES,NO,UNKNOWN
  587. ethnicities
  588. race
  589. specificRaces
  590. preferredLanguage
  591. otherLanguages
  592. englishLevel
  593. contactClientUid:record:client:uid,name_first
  594. SUB
  595. dashboard
  596. !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
  597. measurements|measurement|view|icon:file-alt
  598. !inc:id,client_id,label,value,effective_date
  599. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  600. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  601. measurements/view/{uid}
  602. ACTIONS
  603. updateBasic
  604. label=label
  605. value:text=value
  606. effectiveDate:date=effective_date
  607. remove
  608. SUB
  609. dashboard
  610. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  611. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  612. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  613. erx|action_item:action_item_category='RX'|view|icon:file-signature
  614. erx/view/{uid}
  615. ACTIONS
  616. signAsPrescriber
  617. updateToFacility
  618. toFacilityUid:record:facility:uid,name
  619. updateContent
  620. contentText=content_text
  621. contentDetail=content_detail
  622. updateStatus
  623. statusCategory:select:OPEN,CLOSED
  624. statusMemo
  625. efax
  626. toFaxNumber:tel
  627. SUB
  628. dashboard
  629. audit_log
  630. action_items|action_item|view|icon:tasks
  631. action_items/view/{uid}
  632. ACTIONS
  633. signAsPrescriber
  634. updateToFacility
  635. toFacilityUid:record:facility:uid,name
  636. updateContent
  637. contentText=content_text
  638. contentDetail=content_detail
  639. updateStatus
  640. statusCategory:select:OPEN,CLOSED
  641. statusMemo
  642. efax
  643. toFaxNumber:tel
  644. SUB
  645. dashboard
  646. audit_log
  647. tickets|ticket|view|icon:tablet-alt
  648. tickets/view/{uid}
  649. ACTIONS
  650. close
  651. SUB
  652. dashboard
  653. care_months|care_month|view|icon:calendar-plus
  654. care_months/view/{uid}
  655. ACTIONS
  656. assignMcpPro
  657. mcpProUid:record:pro:uid,name_display
  658. changeMcpPro
  659. mcpProUid:record:pro:uid,name_display
  660. removeMcpPro:if:mcp_pro_id
  661. assignCmPro
  662. cmProUid:record:pro:uid,name_display
  663. changeCmPro
  664. cmProUid:record:pro:uid,name_display
  665. removeCmPro:if:cm_pro_id
  666. assignRmePro
  667. rmeProUid:record:pro:uid,name_display
  668. changeRmePro
  669. rmeProUid:record:pro:uid,name_display
  670. removeRmePro:if:rme_pro_id
  671. assignRmmPro
  672. rmmProUid:record:pro:uid,name_display
  673. changeRmmPro
  674. rmmProUid:record:pro:uid,name_display
  675. removeRmmPro:if:rmm_pro_id
  676. assignRmsPro
  677. rmsProUid:record:pro:uid,name_display
  678. changeRmsPro
  679. rmsProUid:record:pro:uid,name_display
  680. removeRmsPro:if:rms_pro_id
  681. assignRmgPro
  682. rmgProUid:record:pro:uid,name_display
  683. changeRmgPro
  684. rmgProUid:record:pro:uid,name_display
  685. removeRmgPro:if:rms_pro_id
  686. updateCmReasons
  687. cmReason1*
  688. cmReason2
  689. updateRmReasons
  690. rmReason1*
  691. rmReason2
  692. setIsClientEnrolledInCmToTrue
  693. setIsClientEnrolledInCmToFalse
  694. updateWhyNotEnrolledInCm
  695. whyNotEnrolledInCmCategory
  696. whyNotEnrolledInCmMemo
  697. setIsClientEnrolledInRmToTrue
  698. setIsClientEnrolledInRmToFalse
  699. updateWhyNotEnrolledInRm
  700. whyNotEnrolledInRmCategory
  701. whyNotEnrolledInRmMemo
  702. generateBillForCm
  703. cmCode:select:CM20,CM30_HCP,CM60,CM90
  704. generateBillForRm
  705. rmCode:select:RM1,RM20,RM30,RM60
  706. setIsCmCanceledThisMonthToTrue
  707. updateWhyIsCmCanceledThisMonth
  708. setIsCmCanceledThisMonthToFalse
  709. setIsRmCanceledThisMonthToTrue
  710. updateWhyIsRmCanceledThisMonth
  711. setIsRmCanceledThisMonthToFalse
  712. setIsTmThisMonthToTrue
  713. setIsTmThisMonthToFalse
  714. SUB
  715. dashboard
  716. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  717. !qry:pros:SELECT id, name_display FROM pro
  718. !grp:Info:client_id,start_date
  719. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  720. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  721. !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
  722. !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/$uid/ACTION_updateWhyNotEnrolledInRm
  723. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  724. !grp:RM Total Time:rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rmm_pro,rm_total_time_in_seconds_by_rme_pro
  725. !grp:Bills:cm_bill_id,rm_bill_id
  726. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  727. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  728. !grp:TM:is_tm_this_month
  729. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  730. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  731. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  732. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  733. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  734. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  735. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  736. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  737. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  738. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  739. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  740. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  741. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  742. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  743. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  744. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  745. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  746. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  747. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  748. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  749. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  750. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  751. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  752. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  753. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  754. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  755. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  756. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  757. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  758. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  759. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  760. !nal:
  761. # :: need remove
  762. cm_time_entries
  763. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  764. !inc:content_text,content_detail,time_in_seconds
  765. add_new:care_month_entry:createForCm
  766. careMonthUid:hidden=uid
  767. proUid:record:pro:uid,name_display
  768. effectiveDate:date
  769. timeInSeconds:text
  770. isTimeSpecific:bool
  771. startingTime:time
  772. endingTime:time
  773. contentText
  774. contentDetail
  775. # :: need remove
  776. rm_time_entries
  777. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  778. add_new:care_month_entry:createForRm
  779. careMonthUid:hidden=uid
  780. proUid:record:pro:uid,name_display
  781. effectiveDate:date
  782. timeInSeconds:text
  783. isTimeSpecific:bool
  784. startingTime:time
  785. endingTime:time
  786. contentText
  787. contentDetail
  788. bills
  789. id=bill.care_month_id=>/bills/view/UID
  790. audit_log
  791. care_month_entries|care_month_entry|view|icon:calendar-alt
  792. !qry:pros:SELECT id, name_display FROM pro
  793. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  794. care_month_entries/view/{uid}
  795. ACTIONS
  796. updateContent
  797. contentText
  798. contentDetail
  799. updateTiming
  800. effectiveDate:date
  801. timeInSeconds:text
  802. isTimeSpecific:bool
  803. startingTime:time
  804. endingTime:time
  805. remove
  806. SUB
  807. dashboard
  808. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  809. !qry:pros:select id, name_display from pro
  810. !grp:Info:cm_or_rm,client_id ,pro_id
  811. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  812. !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
  813. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  814. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  815. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  816. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  817. !nal:
  818. bills|bill|view|icon:file-invoice-dollar
  819. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  820. bills/view/{uid}
  821. ACTIONS
  822. payHcpAmount
  823. hcpPaymentAmount:text=hcp_expected_payment_amount
  824. payHcpDifferentAmount
  825. differentHcpPaymentAmount:text
  826. payCmAmount
  827. cmPaymentAmount:text
  828. payCmDifferentAmount
  829. differentCmPaymentAmount:text
  830. payRmeAmount
  831. rmePaymentAmount:text
  832. payRmeDifferentAmount
  833. differentRmePaymentAmount:text
  834. payRmmAmount
  835. rmmPaymentAmount:text
  836. payRmmDifferentAmount
  837. differentRmmPaymentAmount:text
  838. signAsHcp
  839. signAsCm
  840. signAsRme
  841. signAsRmm
  842. markSubmitted
  843. markCancelled
  844. putCollectedAmount
  845. collectedAmount
  846. SUB
  847. dashboard
  848. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  849. !grp:Note:note_id,note_ally_id
  850. !grp:Care Month:care_month_id
  851. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  852. !grp:Service Location:service_location
  853. !grp:Reasons:reason1,reason2,reason3
  854. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  855. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  856. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  857. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  858. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  859. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  860. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  861. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  862. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  863. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  864. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  865. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  866. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  867. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  868. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  869. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  870. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  871. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  872. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  873. !nal:
  874. transactions
  875. id=pro_transaction.bill_id
  876. audit_log
  877. transactions|pro_transaction|view|icon:exchange-alt
  878. transactions/view/{uid}
  879. ACTIONS
  880. SUB
  881. dashboard
  882. med_profile_lines|client_info_line|view|icon:window-restore
  883. med_profile_lines/view/{uid}
  884. ACTIONS
  885. remove
  886. removalMemo=removal_memo
  887. updateContent
  888. contentText=content_text
  889. contentDetail=content_detail
  890. SUB
  891. dashboard
  892. !grp:Med Profile Details:id,category,content_text,content_detail
  893. med_profile_line_updates|client_info_line_update|icon:window-restore
  894. mcp_updates|client_mcp_update|icon:user-edit
  895. # audit_log :: coming soon
  896. ADMIN
  897. # admin_dashboard
  898. facilities|facility|add|view|icon:temperature-low
  899. facilities/add_new:create
  900. name
  901. addressFull
  902. addressLine1
  903. addressLine2
  904. addressCity
  905. addressState
  906. addressZip
  907. addressCountry
  908. addressGeoLat:text
  909. addressGeoLong:text
  910. phone
  911. fax
  912. hours:text
  913. facilities/view/{uid}
  914. ACTIONS
  915. updateBasic
  916. name
  917. addressFull
  918. addressLine1
  919. addressLine2
  920. addressCity
  921. addressState
  922. addressZip
  923. addressCountry
  924. addressGeoLat
  925. addressGeoLong
  926. phone
  927. fax
  928. hours
  929. deactivate
  930. memo
  931. updateDeactivationMemo
  932. memo=deactivation_memo
  933. reactivate
  934. memo
  935. updateReactivationMemo
  936. memo=reactivation_memo
  937. SUB
  938. dashboard
  939. erx
  940. action_items
  941. audit_log
  942. pros|pro|add|view|icon:user-md
  943. !inc:@name_display,name_first,name_last,pro_type
  944. col:name_display
  945. name_first
  946. name_last
  947. pro_type
  948. pros/add_new:create
  949. cellNumber*:tel
  950. temporaryPassword*
  951. emailAddress:email
  952. nameDisplay
  953. namePrefix
  954. nameFirst*
  955. nameMiddle
  956. nameLast*
  957. nameSuffix
  958. nameCredential
  959. isHcp:bool
  960. hcpNpi
  961. previousProfessionCategory
  962. currentProfessionCategory
  963. pros/view/{uid}
  964. ACTIONS
  965. sendCellNumberConfirmationMessage
  966. adminResetPassword
  967. temporaryPassword*:password
  968. confirmCellNumberWithConfirmationToken
  969. cellNumber*:tel=cell_number
  970. token*
  971. putNewCellNumber
  972. newCellNumber*:tel=cell_number
  973. confirmEmailAddressWithConfirmationToken
  974. emailAddress*:email=email_address
  975. token*
  976. putNewEmailAddress
  977. newEmailAddress*:email=email_address
  978. updateName
  979. nameDisplay=name_display
  980. namePrefix=name_prefix
  981. nameFirst*=name_first
  982. nameMiddle=name_middle
  983. nameLast*=name_last
  984. nameSuffix=name_suffix
  985. nameCredential=name_credential
  986. updateProfession
  987. isHcp*:bool=is_hcp
  988. hcpNpi=hcp_npi
  989. previousProfessionCategory=previous_profession_category
  990. currentProfessionCategory=current_profession_category
  991. hcpCategory=hcp_category
  992. hcpSubcategory=hcp_subcategory
  993. updateEnrolledHcpInfo
  994. enrolledHcpCategory=enrolled_hcp_category
  995. enrolledHcpSubcategory=enrolled_hcp_subcategory
  996. enrolledHcpNpi=enrolled_hcp_npi
  997. putProfilePicture
  998. profilePictureBase64=profile_picture_base64
  999. updatePhoneInfo
  1000. homePhoneNumber=home_phone_number
  1001. workPhoneNumber=work_phone_number
  1002. supporterPhoneNumber=supporter_phone_number
  1003. supporterMemo=supporter_memo
  1004. phoneNumbersMemo=phone_numbers_memo
  1005. updateAddress
  1006. mailingAddressLine1=mailing_address_line1
  1007. mailingAddressLine2=mailing_address_line2
  1008. mailingAddressCity=mailing_address_city
  1009. mailingAddressState=mailing_address_state
  1010. mailingAddressCountry=mailing_address_country
  1011. mailingAddressZip=mailing_address_zip
  1012. mailingAddressLat:text=mailing_address_lat
  1013. mailingAddressLong:text=mailing_address_long
  1014. homeAddressLine1=home_address_line1
  1015. homeAddressLine2=home_address_line2
  1016. homeAddressCity=home_address_city
  1017. homeAddressState=home_address_state
  1018. homeAddressCountry=home_address_country
  1019. homeAddressZip=home_address_zip
  1020. homeAddressLat:text=home_address_lat
  1021. homeAddressLong:text=home_address_long
  1022. updatePaymentProcessingDetail
  1023. paymentProcessingDetail=payment_processing_detail
  1024. uploadDriverLicense
  1025. driverLicenseFilePath=driver_license_file_path
  1026. updateDriverLicenseInfo
  1027. driverLicenseState=driver_license_state
  1028. driverLicenseIssueDate=driver_license_issue_date
  1029. driverLicenseExpirationDate=driver_license_expiration_date
  1030. updateSsn
  1031. ssn=ssn
  1032. # new actions from ProService.java
  1033. sendEmailAddressConfirmationMessage
  1034. setIsHcpToTrue
  1035. setIsHcpToFalse
  1036. setIsEnrolledAsHcpToTrue
  1037. setIsEnrolledAsHcpToFalse
  1038. setIsEnrolledAsMcpToTrue
  1039. setIsEnrolledAsMcpToFalse
  1040. setHasAccessToNextPatientButtonToTrue
  1041. setHasAccessToNextPatientButtonToFalse
  1042. setCanCreateClientWithInvalidMcnToTrue
  1043. setCanCreateClientWithInvalidMcnToFalse
  1044. setCanAccessRmPortalToTrue
  1045. setCanAccessRmPortalToFalse
  1046. setIsVideoVisitAssistantToTrue
  1047. setIsVideoVisitAssistantToFalse
  1048. removeProfilePicture
  1049. updateW9Detail
  1050. w9Detail=w9detail
  1051. updateSignedContractPdf
  1052. signedContractPdf=signed_contract_pdf
  1053. setIsPaymentProcessingDetailCompleteToTrue
  1054. setIsPaymentProcessingDetailCompleteToFalse
  1055. setIsDriverLicenseCompleteToTrue
  1056. setIsDriverLicenseCompleteToFalse
  1057. setIsSsnCompleteToTrue
  1058. setIsSsnCompleteToFalse
  1059. setProType
  1060. proType:select:ADMIN,INDIVIDUAL,GROUP
  1061. setInitiative
  1062. initiatives=initiatives
  1063. putSlug
  1064. slug*=slug
  1065. updateProfileImage
  1066. profileImageFile*:file
  1067. updateProfileData
  1068. profileData*:textarea=profile_data
  1069. putProMemo
  1070. proMemo:textarea
  1071. putCompany
  1072. companyUid:record:company:uid,name
  1073. SUB
  1074. dashboard
  1075. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1076. !grp:Company:company_id:Change:circle=>/pros/view/$uid/ACTION_putCompany
  1077. !grp:Initiative:initiatives:Change:circle=>/pros/view/$uid/ACTION_setInitiative
  1078. !grp:Profile Slug:slug:Change:circle=>/pros/view/$uid/ACTION_putSlug
  1079. !grp:Profile Image:profile_image_file_path:Change:circle=>/pros/view/$uid/ACTION_updateProfileImage
  1080. !grp:Profile Bio:profile_data:Change:circle=>/pros/view/$uid/ACTION_updateProfileData
  1081. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1082. !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/$uid/ACTION_putNewEmailAddress
  1083. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1084. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1085. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1086. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1087. !grp:MCP Enrollment:is_enrolled_as_mcp
  1088. !grp:Next Patient Button:has_access_to_next_patient_button
  1089. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1090. !grp:Access RM Portal:can_access_rm_portal
  1091. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1092. !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/$uid/ACTION_updateAddress
  1093. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1094. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1095. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1096. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1097. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1098. !grp:Pro Memo:pro_memo:Change:circle=>/pros/view/$uid/ACTION_putProMemo
  1099. !act:pro_memo:putProMemo:circle=>/pros/view/$uid/ACTION_putProMemo
  1100. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1101. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1102. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1103. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1104. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1105. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1106. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1107. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1108. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1109. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1110. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1111. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1112. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1113. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1114. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1115. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1116. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1117. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1118. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1119. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1120. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1121. !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue
  1122. !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse
  1123. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1124. !nal:
  1125. pro_rates
  1126. id=pro_rate.pro_id=>/pro_rates/view/UID
  1127. !inc:@uid,responsibility,code,amount
  1128. add_new:pro_rate:create
  1129. proUid:hidden=uid
  1130. responsibility:select:HCP,NA,CM,RME,RMM
  1131. code*
  1132. amount:text
  1133. note_templates
  1134. id=note_template_pro.pro_id
  1135. !inc:note_template
  1136. !qry:note_templates:select id, title from note_template
  1137. !col:note_template:NoteTemplate:~note_templates:title:id,=,$$note_template_id:all
  1138. add_new:note_template_pro:create
  1139. proUid:hidden=uid
  1140. noteTemplateUid:record:note_template:uid,title
  1141. companies
  1142. id=company_pro.pro_id=>/company_pros/view/UID
  1143. !inc:company
  1144. !qry:companies:select id, name from company
  1145. !col:company:Company:~companies:name:id,=,$$company_id:all
  1146. add_new:company_pro:create
  1147. proUid:hidden=uid
  1148. companyUid:record:company:uid,name
  1149. clients
  1150. pro_access
  1151. id=pro_pro_access.owner_pro_id=>/pro_access/view/UID
  1152. !qry:pros:select id, name_display from pro
  1153. !col:owner_pro_id:Owner Pro:~pros:name_display:id,=,$$owner_pro_id:all
  1154. !col:accessible_pro_id:Accessible Pro:~pros:name_display:id,=,$$accessible_pro_id:all
  1155. add_new:pro_pro_access=>/pro_access/view/UID
  1156. ownerProUid:hidden=uid
  1157. accessibleProUid:record:pro:uid,name_first
  1158. memo
  1159. canAssignAsRme:bool
  1160. canAssignAsRmm:bool
  1161. canAssignAsMcp:bool
  1162. mcp_updates
  1163. erx
  1164. action_items
  1165. care_months
  1166. care_month_entries
  1167. notes
  1168. bills
  1169. transactions
  1170. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1171. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1172. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1173. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1174. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1175. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1176. add_new_credit:pro_transaction:createManualPlusForPro
  1177. proUid:hidden=uid
  1178. amount:text
  1179. intendedResultingBalance:text
  1180. customMemo
  1181. add_new_debit:pro_transaction:createManualMinusForPro
  1182. proUid:hidden=uid
  1183. amount:text
  1184. intendedResultingBalance:text
  1185. customMemo
  1186. sessions
  1187. app_access
  1188. id=stag_app_pro_access.pro_id=>/stag_app_pro_access/view/UID/SUB_dashboard
  1189. !inc:stag_app
  1190. !qry:stag_apps:select id, name from stag_app
  1191. !col:stag_app:StagApp:~stag_apps:name:id,=,$$stag_app_id:all
  1192. add_new:stag_app_pro_access:create
  1193. proUid:hidden=uid
  1194. stagAppUid:record:stag_app:uid,name
  1195. memo:text
  1196. audit_log
  1197. pro_rates|pro_rate|view|icon:funnel-dollar
  1198. !inc:@created_at,is_active,pro,responsibility,code,amount
  1199. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1200. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1201. pro_rates/view/{uid}
  1202. ACTIONS
  1203. updateAmount
  1204. newAmount:text=amount
  1205. reactivate
  1206. memo
  1207. deactivate
  1208. memo
  1209. SUB
  1210. dashboard
  1211. pro_pro_access|pro_pro_access|view|icon:key
  1212. !qry:pros:select id, name_display from pro
  1213. !col:owner_pro_id:Owner Pro:~pros:name_display:id,=,$owner_pro_id:all=>/pros/view/$owner_pro_id
  1214. !col:accessible_pro_id:Accessible Pro:~pros:name_display:id,=,$accessible_pro_id:all=>/pros/view/$accessible_pro_id
  1215. pro_pro_access/view/{uid}
  1216. ACTIONS
  1217. update
  1218. memo=memo
  1219. canAssignAsRme:bool=can_assign_as_rme
  1220. canAssignAsRmm:bool=can_assign_as_rmm
  1221. canAssignAsMcp:bool=can_assign_as_mcp
  1222. reactivate
  1223. memo
  1224. deactivate
  1225. memo
  1226. SUB
  1227. dashboard
  1228. client_pro_access|client_pro_access|view|icon:key
  1229. client_pro_access/view/{uid}
  1230. ACTIONS
  1231. updateReason
  1232. reasonCategory=reason_category
  1233. reasonDetail=reason_memo
  1234. deactivate
  1235. memo
  1236. updateDeactivationMemo
  1237. memo=deactivation_memo
  1238. reactivate
  1239. memo
  1240. updateReactivationMemo
  1241. memo=reactivation_memo
  1242. SUB
  1243. dashboard
  1244. section_templates|section_template|add|view|icon:user-md
  1245. !inc:@title,internal_name,position_index,is_canvas
  1246. section_templates/add_new:create
  1247. title
  1248. internalName
  1249. isCanvas:bool
  1250. section_templates/view/{uid}
  1251. ACTIONS
  1252. changePositionIndex
  1253. newPositionIndex:text=position_index
  1254. setIsCanvasToTrue
  1255. setIsCanvasToFalse
  1256. SUB
  1257. dashboard
  1258. note_templates|note_template|add|view|icon:user-md
  1259. !inc:@title
  1260. note_templates/add_new:create
  1261. title
  1262. newOrFuOrNa:select:NEW,FU,NA
  1263. note_templates/view/{uid}
  1264. ACTIONS
  1265. updateBasic
  1266. title=title
  1267. newOrFuOrNa:select:NEW,FU,NA
  1268. SUB
  1269. dashboard
  1270. note_template_section_templates|note_template_section_template|add
  1271. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1272. !inc:@uid,section_template_id
  1273. !qry:section_templates:SELECT id, title FROM section_template
  1274. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1275. add_new:note_template_section_template:create
  1276. noteTemplateUID:hidden=uid
  1277. sectionTemplateUID:record:section_template:uid,title
  1278. invitations|invitation|add|view|icon:user-md
  1279. !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
  1280. invitations/add_new:create
  1281. title
  1282. proUid:record:pro:uid,name_display
  1283. firstName
  1284. lastName
  1285. dob:date
  1286. mcn
  1287. email:email
  1288. cellNumber
  1289. memo
  1290. invitations/view/{uid}
  1291. ACTIONS
  1292. deactivate
  1293. deactivation_memo=deactivation_memo
  1294. reactivate
  1295. reactivation_memo=reactivation_memo
  1296. sendEmail
  1297. email
  1298. sendSms
  1299. cellNumber
  1300. putMedicareInfoAsGuest
  1301. firstName
  1302. lastName
  1303. dob:date
  1304. mcn
  1305. updateBasic
  1306. firstName=first_name
  1307. lastName=last_name
  1308. dob:date=dob
  1309. mcn=mcn
  1310. email=email
  1311. cellNumber=cell_number
  1312. memo=memo
  1313. SUB
  1314. dashboard
  1315. client_smses|client_sms|view|icon:comments
  1316. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1317. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1318. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1319. client_smses/view/{uid}
  1320. ACTIONS
  1321. assignIncomingSmsToClient
  1322. clientUid:record:client:uid,name_first
  1323. SUB
  1324. dashboard
  1325. client_documents|client_document|view|icon:file
  1326. !inc:@id,client,title,category,status,effective_date,provider,notes
  1327. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1328. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1329. client_documents/view/{uid}
  1330. ACTIONS
  1331. updateBasic
  1332. title:text
  1333. category:text
  1334. status:text
  1335. effectiveDate:date
  1336. provider:text
  1337. notes:text
  1338. SUB
  1339. dashboard
  1340. handouts|handout|add|view|icon:tablet-alt
  1341. handouts/add_new:create
  1342. internalName*
  1343. displayName*
  1344. tags
  1345. pdfFile:file
  1346. handouts/view/{uid}
  1347. ACTIONS
  1348. updateBasic
  1349. internalName*=internal_name
  1350. displayName*=display_name
  1351. tags=tags
  1352. SUB
  1353. dashboard
  1354. bdt_devices|bdt_device|add|view|icon:tablet-alt
  1355. bdt_devices/add_new:create
  1356. imei
  1357. category:select:BP,WEIGHT
  1358. memo
  1359. bdt_devices/view/{uid}
  1360. ACTIONS
  1361. deactivate
  1362. memo
  1363. reactivate
  1364. memo
  1365. update
  1366. imei=imei
  1367. category:select:BP,WEIGHT=category
  1368. memo=memo
  1369. SUB
  1370. dashboard
  1371. client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt
  1372. client_bdt_devices/add_new:create
  1373. clientUid*:record:client:uid,name_first
  1374. deviceUid*:record:bdt_device:uid,imei
  1375. instructions
  1376. internalMemo
  1377. status
  1378. statusMemo
  1379. client_bdt_devices/view/{uid}
  1380. ACTIONS
  1381. deactivate
  1382. memo
  1383. reactivate
  1384. memo
  1385. update
  1386. instructions=instructions
  1387. internalMemo=internal_memo
  1388. status=status
  1389. statusMemo=status_memo
  1390. SUB
  1391. dashboard
  1392. bdt_measurements|bdt_measurement|add|icon:tablet-alt
  1393. bdt_measurements/add_new:create
  1394. imei*
  1395. ts:text
  1396. batteryVoltage:text
  1397. signalStrength:text
  1398. valueTare:text
  1399. valueWeight:text
  1400. valueSystolic:text
  1401. valueDiastolic:text
  1402. valuePulse:text
  1403. valueUnit:text
  1404. valueIrregular:text
  1405. rssi:text
  1406. deviceId:text
  1407. stag_apps|stag_app|add|view|icon:tablet-alt
  1408. stag_apps/add_new:create
  1409. name*
  1410. url*:url
  1411. description
  1412. requiresAdmin:bool
  1413. stag_apps/view/{uid}
  1414. ACTIONS
  1415. deactivate
  1416. memo
  1417. reactivate
  1418. memo
  1419. update
  1420. name=name
  1421. url=url
  1422. description=description
  1423. requiresAdmin:bool
  1424. SUB
  1425. dashboard
  1426. stag_app_pro_access|stag_app_pro_access|view|icon:tablet-alt
  1427. stag_app_pro_access/view/{uid}
  1428. ACTIONS
  1429. deactivate
  1430. memo
  1431. reactivate
  1432. memo
  1433. updateMemo
  1434. memo=memo
  1435. SUB
  1436. dashboard
  1437. mb_practice|mb_practice|view|icon:tablet-alt
  1438. mb_practice/view/{uid}
  1439. ACTIONS
  1440. update
  1441. billingProviderTaxId=billing_provider_tax_id
  1442. billingProviderTaxIdType=billing_provider_tax_id_type
  1443. billingProviderEntity=billing_provider_entity
  1444. billingProviderPhoneNumber=billing_provider_phone_number
  1445. billingProviderOrganizationName=billing_provider_organization_name
  1446. billingProviderAddressStreetLine1=billing_provider_address_street_line1
  1447. billingProviderAddressStreetLine2=billing_provider_address_street_line2
  1448. billingProviderAddressCity=billing_provider_address_city
  1449. billingProviderAddressState=billing_provider_address_state
  1450. billingProviderAddressZip=billing_provider_address_zip
  1451. billingProviderNpi=billing_provider_npi
  1452. billingProviderTaxonomyCode=billing_provider_taxonomy_code
  1453. vendorApiKey=vendor_api_key
  1454. vendorApiBaseUrl=vendor_api_base_url
  1455. deactivate
  1456. memo
  1457. reactivate
  1458. memo
  1459. SUB
  1460. dashboard
  1461. mb_payer|mb_client|view|icon:tablet-alt
  1462. mb_payer/view/{uid}
  1463. mb_client|mb_client|view|icon:tablet-alt
  1464. mb_client/view/{uid}
  1465. mb_pro|mb_pro|view|icon:tablet-alt
  1466. mb_pro/view/{uid}
  1467. mb_claim|mb_claim|view|icon:tablet-alt
  1468. mb_claim/view/{uid}
  1469. companies|company|add|view|icon:tablet-alt
  1470. companies/add_new:create
  1471. name*
  1472. tin*
  1473. memo:textarea
  1474. detail:textarea
  1475. companies/view/{uid}
  1476. ACTIONS
  1477. deactivate
  1478. memo
  1479. reactivate
  1480. memo
  1481. updateBasic
  1482. name=name
  1483. tin=tin
  1484. memo=memo
  1485. detail=detail
  1486. SUB
  1487. dashboard
  1488. accounts|account|view|icon:tablet-alt
  1489. accounts/view/{uid}
  1490. ACTIONS
  1491. deactivate
  1492. memo
  1493. reactivate
  1494. memo
  1495. SUB
  1496. dashboard
  1497. clients
  1498. id=account_client.account_id=>/account_clients/view/UID
  1499. account_clients|account_client|view|icon:tablet-alt
  1500. account_clients/view/{uid}
  1501. ACTIONS
  1502. proAllowAccess
  1503. proDenyAccess
  1504. SUB
  1505. dashboard
  1506. products|product|add|view|icon:tablet-alt
  1507. products/add_new:create
  1508. title*
  1509. description
  1510. imageFile
  1511. isBdtDevice:bool
  1512. bdtDeviceCategory:select:BP,WEIGHT
  1513. clientUnderstandingMemoSuggestion
  1514. hasImeiNumber:bool
  1515. hasLot:bool
  1516. requiresClientSignature:bool
  1517. products/view/{uid}
  1518. ACTIONS
  1519. update
  1520. title=title
  1521. description=description
  1522. imageFile
  1523. isBdtDevice:bool=is_bdt_device
  1524. bdtDeviceCategory:select:BP,WEIGHT=bdt_device_category
  1525. clientUnderstandingMemoSuggestion=client_understanding_memo_suggestion
  1526. hasImeiNumber:bool=has_imei_number
  1527. hasLot:bool=has_lot
  1528. requiresClientSignature:bool=requires_client_signature
  1529. deactivate
  1530. memo
  1531. updateDeactivationMemo
  1532. memo=deactivation_memo
  1533. reactivate
  1534. memo
  1535. updateReactivationMemo
  1536. memo=reactivation_memo
  1537. SUB
  1538. dashboard
  1539. versions
  1540. id=product_version.product_id=>/products/view/UID
  1541. company_pros|company_pro|add|view|icon:tablet-alt
  1542. company_pros/view/{uid}
  1543. ACTIONS
  1544. deactivate
  1545. memo
  1546. updateDeactivationMemo
  1547. memo=deactivation_memo
  1548. reactivate
  1549. memo
  1550. updateReactivationMemo
  1551. memo=reactivation_memo
  1552. SUB
  1553. dashboard