tree.txt 69 KB

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  1. PRO
  2. # dashboard
  3. leads|lead|add|icon:meteor
  4. # leads/add_new:internalLeadDrop
  5. # program
  6. # nameFirst*
  7. # nameLast*
  8. # dob:date
  9. # mcn*
  10. # gender:select:M,F
  11. # cellNumber:tel
  12. # emailAddress:email
  13. clients|client|add|view|icon:user-injured
  14. !inc:@name_first,name_last,dob, mcn,is_mcn_valid_number,is_part_b_primary,sex,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  15. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  16. !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard
  17. !col:name_last:Last Name
  18. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all=>/pros/view/$mcp_pro_id
  19. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all=>/pros/view/$cm_pro_id
  20. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all=>/pros/view/$rme_pro_id
  21. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all=>/pros/view/$rmm_pro_id
  22. !col:name_display:Name
  23. !col:gender_identity:Gender
  24. clients/add_new:create
  25. !qry:pros:SELECT uid, name_display FROM pro
  26. mcpProUid:record:~pros:uid,name_display
  27. cmProUid:record:~pros:uid,name_display
  28. rmeProUid:record:~pros:uid,name_display
  29. rmmProUid:record:~pros:uid,name_display
  30. namePrefix
  31. nameFirst*
  32. nameMiddle
  33. nameLast*
  34. nameSuffix
  35. nameCredential
  36. genderIdentity:select:M,F
  37. dateOfBirth:date
  38. cellNumber:tel
  39. emailAddress:email
  40. medicareNumber
  41. clients/view/{uid}
  42. ACTIONS
  43. sendCellNumberConfirmationMessage
  44. confirmCellNumberWithConfirmationToken
  45. cellNumber*:tel=cell_number
  46. token*
  47. putNewCellNumber
  48. newCellNumber*:tel=cell_number
  49. putNewEmailAddress
  50. newEmailAddress*:email=email_address
  51. sendEmailAddressConfirmationMessage
  52. confirmEmailAddressWithConfirmationToken
  53. emailAddress*:email=email_address
  54. token*
  55. deactivate
  56. memo
  57. updateDeactivationMemo
  58. memo=deactivation_memo
  59. reactivate
  60. memo
  61. updateReactivationMemo
  62. memo=reactivation_memo
  63. editSource
  64. source*=source
  65. sourceMemo=source_memo
  66. sourceAt:date=source_at
  67. sourceDetail=source_detail
  68. sourceClientUid:record:client:uid,name_first
  69. sourceProUid:record:pro:uid,name_display
  70. sourceFacilityUid:record:facility:uid,name
  71. setIsDuplicateToTrue
  72. duplicateOfClientUid*:record:client:uid,name_first
  73. setIsDuplicateToFalse
  74. editName
  75. namePrefix=name_prefix
  76. nameFirst*=name_first
  77. nameMiddle=name_middle
  78. nameLast*=name_last
  79. nameSuffix=name_suffix
  80. nameCredential=name_credential
  81. nameNickname=name_nickname
  82. nameMaiden=name_maiden
  83. namePrevious=name_previous
  84. editDob
  85. dob:date=dob
  86. editDemographics
  87. sex:select:M,F=sex
  88. genderIdentity=gender_identity
  89. sexualOrientation=sexual_orientation
  90. isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active
  91. sexuallyActiveMemo=sexually_active_memo
  92. maritalStatus=marital_status
  93. editSpouse
  94. spouseRelationshipUid:record:relationship:uid,name_first
  95. editIntakeDetails
  96. intakeText*=intake_text
  97. intakeDetail=intake_detail
  98. editResponsibleParty
  99. isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else
  100. responsiblePartyRelationshipUid:record:relationship:uid,name_first
  101. editEmergencyRelationship
  102. emergencyRelationshipUid:record:relationship:uid,name_first
  103. editFamilyInfo
  104. motherRelationshipUid:record:relationship:uid,name_first
  105. motherMaidenName=mother_maiden_name
  106. fatherRelationshipUid:record:relationship:uid,name_first
  107. numberOfSiblings:number=number_of_siblings
  108. birthOrder:number=birth_order
  109. isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member
  110. editContactDetails
  111. phoneHome=phone_home
  112. phoneMobile=phone_mobile
  113. phoneWork=phone_work
  114. phoneMemo=phone_memo
  115. emailPersonalPrimary=email_personal_primary
  116. emailPersonalSecondary=email_personal_secondary
  117. emailWorkPrimary=email_work_primary
  118. emailWorkSecondary=email_work_secondary
  119. sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email
  120. sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text
  121. sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone
  122. editAddress
  123. isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing
  124. homeAddressLine1=home_address_line1
  125. homeAddressLine2=home_address_line2
  126. homeAddressCity=home_address_city
  127. homeAddressState=home_address_state
  128. homeAddressZip=home_address_zip
  129. homeAddressGeoLat:number=home_address_geo_lat
  130. homeAddressGeoLong:number=home_address_geo_long
  131. mailingAddressLine1=mailing_address_line1
  132. mailingAddressLine2=mailing_address_line2
  133. mailingAddressCity=mailing_address_city
  134. mailingAddressState=mailing_address_state
  135. mailingAddressZip=mailing_address_zip
  136. mailingAddressGeoLat:number=mailing_address_geo_lat
  137. mailingAddressGeoLong:number=mailing_address_geo_long
  138. hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address
  139. reasonForSecondaryAddress=reason_for_secondary_address
  140. whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address
  141. isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing
  142. secondaryHomeAddressLine1=secondary_home_address_line1
  143. secondaryHomeAddressLine2=secondary_home_address_line2
  144. secondaryHomeAddressCity=secondary_home_address_city
  145. secondaryHomeAddressState=secondary_home_address_state
  146. secondaryHomeAddressZip=secondary_home_address_zip
  147. secondaryHomeAddressGeoLat:number=secondary_home_address_geo_lat
  148. secondaryHomeAddressGeoLong:number=secondary_home_address_geo_long
  149. secondaryMailingAddressLine1=secondary_mailing_address_line1
  150. secondaryMailingAddressLine2=secondary_mailing_address_line2
  151. secondaryMailingAddressCity=secondary_mailing_address_city
  152. secondaryMailingAddressState=secondary_mailing_address_state
  153. secondaryMailingAddressZip=secondary_mailing_address_zip
  154. secondaryMailingAddressGeoLat:number=secondary_mailing_address_geo_lat
  155. secondaryMailingAddressGeoLong:number=secondary_mailing_address_geo_long
  156. editMiscDemographics
  157. citizenships=citizenships
  158. education=education
  159. birthCountry=birth_country
  160. birthState=birth_state
  161. birthCity=birth_city
  162. nationality=nationality
  163. religiousAffiliation=religious_affiliation
  164. religiousFacilityUid:record:facility:uid,name
  165. isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet
  166. specialDietCategory=special_diet_category
  167. specialDietMemo=special_diet_memo
  168. preferredLanguage=preferred_language
  169. otherLanguages=other_languages
  170. englishLevel=english_level
  171. driverLicenseState=driver_license_state
  172. driverLicenseNumber=driver_license_number
  173. isHispanic*:select:YES,NO,UNKNOWN=is_hispanic
  174. isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa
  175. ethnicities=ethnicities
  176. race=race
  177. specificRaces=specific_races
  178. setIsDeceasedToTrue
  179. dateOfDeath:date
  180. timeOfDeath:time
  181. causeOfDeath
  182. setIsDeceasedToFalse
  183. editPharmacy
  184. pharmacy=pharmacy
  185. pharmacyFacilityUid:record:facility:uid,name
  186. editSsn
  187. ssn=ssn
  188. putMedicareInfo
  189. nameFirst*=name_first
  190. nameLast*=name_last
  191. dob*:date=dob
  192. mcn*=mcn
  193. removeMcn
  194. updateWebcamInfo
  195. hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device
  196. webcamDevice=webcam_device
  197. putMcp
  198. mcpProUid*:record:pro:uid,name_display
  199. removeMcp
  200. updateMcpOnboardingVisitInfo
  201. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  202. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  203. mcpOnboardingVisitNoteUid:record:note:uid,title
  204. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  205. updateMcpOnboardingActiveInfo
  206. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  207. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  208. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  209. putMcpOnboardingPro
  210. mcpOnboardingProUid*:record:pro:uid,name_display
  211. removeMcpOnboardingPro
  212. acceptAssignmentAsMcpOnboardingPro
  213. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  214. rejectAssignmentAsMcpOnboardingPro
  215. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  216. updateMcpOnboardingProDecisionMemo
  217. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  218. updateMcpOnboardingStrategy
  219. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  220. updateNextMcpOnboardingAttempt
  221. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  222. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  223. putCmPro
  224. cmProUid*:record:pro:uid,name_display
  225. removeCmPro
  226. putRmePro
  227. rmeProUid*:record:pro:uid,name_display
  228. removeRmePro
  229. putRmmPro
  230. rmmProUid*:record:pro:uid,name_display
  231. removeRmmPro
  232. putRdPro
  233. rdProUid*:record:pro:uid,name_display
  234. removeRdPro
  235. updateMntEligibility
  236. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  237. numberOfMntHoursLeftThisYear:number=number_of_mnt_hours_left_this_year
  238. updateCmEligibility
  239. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  240. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  241. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  242. setIsEnrolledInCmToFalse
  243. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  244. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  245. setIsEnrolledInCmToTrue
  246. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  247. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  248. cmReason1*=cm_reason1
  249. cmReason2=cm_reason2
  250. updateCmReasons
  251. cmReason1*=cm_reason1
  252. cmReason2=cm_reason2
  253. updateRmReasons
  254. rmReason1*=rm_reason1
  255. rmReason2=rm_reason2
  256. updateCmEnrollmentConsentInfo
  257. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  258. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  259. updateWhyNotEnrolledInCm
  260. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  261. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  262. updateRmEligibility
  263. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  264. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  265. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  266. setIsEnrolledInRmToFalse
  267. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  268. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  269. setIsEnrolledInRmToTrue
  270. rmReason1*=rm_reason1
  271. rmReason2=rm_reason2
  272. updateWhyNotEnrolledInRm
  273. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  274. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  275. updateEquipmentInfo
  276. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  277. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  278. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  279. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  280. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  281. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  282. SUB
  283. dashboard:custom
  284. detail:dashboard
  285. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource
  286. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  287. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName
  288. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  289. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  290. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  291. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  292. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  293. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  294. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  295. !grp:Contact details:phone_home,phone_mobile,phone_work,phone_memo,email_personal_primary,email_personal_secondary,email_work_primary,email_work_secondary,send_reminders_by_email,send_reminders_by_text,send_reminders_by_phone:Edit contact details:circle=>/clients/view/$uid/ACTION_editContactDetails
  296. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  297. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Put new email address:circle=>/clients/view/$uid/ACTION_putNewEmailAddress
  298. !grp:Credentials:username
  299. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  300. !grp:Misc. Demographics:citizenships,education,birth_country,birth_state,birth_city,nationality,religious_affiliation,religious_facility_id,is_on_special_diet,special_diet_category,special_diet_memo,preferred_language,other_languages,english_level,driver_license_state,driver_license_number,is_hispanic,is_black_oraa,ethnicities,race,specific_races:Update misc. demographics:circle=>/clients/view/$uid/ACTION_editMiscDemographics
  301. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  302. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  303. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  304. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  305. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  306. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  307. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  308. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo
  309. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  310. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  311. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  312. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  313. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  314. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  315. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  316. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  317. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  318. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  319. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  320. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  321. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  322. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  323. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  324. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  325. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  326. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  327. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  328. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  329. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  330. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  331. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  332. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  333. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  334. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  335. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  336. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  337. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  338. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  339. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  340. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  341. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  342. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  343. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  344. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  345. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  346. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  347. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  348. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  349. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  350. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  351. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  352. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  353. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  354. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  355. !qry:pros:select id, name_display from pro
  356. !qry:facilities:select id, name from facility
  357. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  358. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  359. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  360. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  361. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  362. !col:dob:Date of Birth
  363. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  364. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  365. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  366. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  367. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  368. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  369. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  370. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  371. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  372. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  373. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  374. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  375. !nal:
  376. measurements
  377. id=measurement.client_id=>/measurements/view/UID
  378. !inc:label,value,effective_date
  379. add_new:measurement=>/measurements/view/UID
  380. clientUid:hidden=uid
  381. label
  382. value:number
  383. effectiveDate:date
  384. med_profile
  385. id=client_info_line.client_id=>/med_profiles/view/UID
  386. !inc:id,category,content_text,content_detail
  387. add_new:client_info_line=>/med_profile_lines/view/UID
  388. clientUid:hidden=uid
  389. category
  390. contentText
  391. contentDetail
  392. med_profile_log
  393. id=client_info_line_update.client_id=>/med_profiles/view/UID
  394. !inc:id,category,content_text,content_detail
  395. pro_access
  396. id=client_pro_access.client_id=>/client_pro_access/view/UID
  397. add_new:client_pro_access=>/client_pro_access/view/UID
  398. clientUid:hidden=uid
  399. proUid:record:pro:uid,name_display
  400. reasonCategory
  401. reasonMemo
  402. reasonDetail
  403. notes
  404. id=note.client_id=>/notes/view/UID
  405. !inc:uid,title
  406. add_new:note=>/notes/view/UID
  407. clientUid:hidden=uid
  408. hcpProUid:record:pro:uid,name_display
  409. title
  410. effectiveDateEST:date
  411. effectiveTime:time
  412. reason1
  413. reason2
  414. reason3
  415. reason3Plus
  416. serviceLocation
  417. category
  418. contentText
  419. contentDetail
  420. relationships
  421. id=relationship.client_id=>/relationships/view/UID
  422. !inc:name_first,name_middle,name_last,email_address
  423. add_new:relationship=>/relationships/view/UID
  424. clientUid:hidden=uid
  425. relationshipToClient
  426. relationshipMemo
  427. namePrefix
  428. nameFirst
  429. nameMiddle
  430. nameLast
  431. nameSuffix
  432. nameMaiden
  433. namePrevious
  434. organizationName
  435. phoneHome
  436. phoneMobile
  437. phoneWork
  438. phoneMemo
  439. homeAddress
  440. mailingAddress
  441. emailAddress
  442. isHispanic:select:YES,NO,UNKNOWN
  443. isBlackOrAA:select:YES,NO,UNKNOWN
  444. ethnicities
  445. race
  446. specificRaces
  447. preferredLanguage
  448. otherLanguages
  449. englishLevel
  450. contactClientUid:record:client:uid,name_first
  451. care_months
  452. id=care_month.client_id=>/care_months/view/UID
  453. add_new:care_month
  454. clientUid:hidden=uid
  455. startMonth:number
  456. startYear:number
  457. care_month_entries
  458. id=care_month_entry.client_id=>/care_month_entries/view/UID
  459. !qry:pros:SELECT id, name_display FROM pro
  460. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  461. bills
  462. id=bill.client_id=>/bills/view/UID
  463. related_transactions
  464. id=pro_transaction.client_id=>/transactions/view/UID
  465. action_items
  466. id=action_item.client_id=>/action_items/view/UID
  467. add_new:action_item
  468. clientUid:hidden=uid
  469. prescriberProUid:record:pro:uid,name_display
  470. toFacilityUid:record:facility:uid,name
  471. contentText
  472. contentDetail
  473. erx
  474. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  475. add_new_erx:action_item
  476. clientUid:hidden=uid
  477. prescriberProUid:record:pro:uid,name_display
  478. toFacilityUid:record:facility:uid,name
  479. contentText
  480. contentDetail
  481. mcp_updates
  482. id=client_mcp_update.client_id
  483. client_sms
  484. id=client_sms.client_id
  485. !inc:id,from_number, to_number, body, created_at
  486. client_sms_numbers
  487. id=client_sms_number.client_id
  488. !inc:id,sms_number
  489. client_documents
  490. id=client_document.client_id=>/client_documents/view/UID
  491. !inc:id,title,category,status,effective_date,provider,notes,file_name
  492. add_new:client_document
  493. clientUid:hidden=uid
  494. title
  495. category
  496. status
  497. effectiveDate:date
  498. provider
  499. notes
  500. file:file
  501. audit_log
  502. notes|note|view|icon:file-alt
  503. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  504. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  505. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  506. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  507. !col:effective_dateest:Date
  508. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  509. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  510. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  511. !col:service_location:Location
  512. !col:category:Category
  513. !col:content_text:Content
  514. !col:is_signed_by_hcp:HCP Signed?
  515. !col:billed:Billed?:SELECT '-- TODO --' as result
  516. notes/view/{uid}
  517. ACTIONS
  518. signAsHcp
  519. SUB
  520. dashboard
  521. bills
  522. id=bill.note_id=>/bills/view/UID
  523. add_new:bill:createForNote
  524. noteUid:hidden=uid
  525. effectiveDate:date
  526. code
  527. reason1
  528. reason2
  529. reason3
  530. reason3Plus
  531. serviceLocation
  532. modifier
  533. numberOfUnits:number
  534. sections
  535. id=section.note_id=>/sections/view/UID
  536. !inc:summary_html,content_data
  537. relationships|relationship|view|icon:file-alt
  538. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  539. relationships/view/{uid}
  540. ACTIONS
  541. updateBasic
  542. relationshipToClient
  543. relationshipMemo
  544. namePrefix
  545. nameFirst
  546. nameMiddle
  547. nameLast
  548. nameSuffix
  549. nameMaiden
  550. namePrevious
  551. organizationName
  552. phoneHome
  553. phoneMobile
  554. phoneWork
  555. phoneMemo
  556. homeAddress
  557. mailingAddress
  558. emailAddress
  559. isHispanic:select:YES,NO,UNKNOWN
  560. isBlackOrAA:select:YES,NO,UNKNOWN
  561. ethnicities
  562. race
  563. specificRaces
  564. preferredLanguage
  565. otherLanguages
  566. englishLevel
  567. contactClientUid:record:client:uid,name_first
  568. SUB
  569. dashboard
  570. !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
  571. measurements|measurement|view|icon:file-alt
  572. !inc:id,client_id,label,value,effective_date
  573. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  574. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  575. measurements/view/{uid}
  576. ACTIONS
  577. updateBasic
  578. label=label
  579. value:number=value
  580. effectiveDate:date=effective_date
  581. remove
  582. SUB
  583. dashboard
  584. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  585. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  586. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  587. erx|action_item:action_item_category='RX'|view|icon:file-signature
  588. erx/view/{uid}
  589. ACTIONS
  590. signAsPrescriber
  591. updateToFacility
  592. toFacilityUid:record:facility:uid,name
  593. updateContent
  594. contentText=content_text
  595. contentDetail=content_detail
  596. updateStatus
  597. statusCategory:select:OPEN,CLOSED
  598. statusMemo
  599. efax
  600. toFaxNumber:tel
  601. SUB
  602. dashboard
  603. audit_log
  604. action_items|action_item|view|icon:tasks
  605. action_items/view/{uid}
  606. ACTIONS
  607. signAsPrescriber
  608. updateToFacility
  609. toFacilityUid:record:facility:uid,name
  610. updateContent
  611. contentText=content_text
  612. contentDetail=content_detail
  613. updateStatus
  614. statusCategory:select:OPEN,CLOSED
  615. statusMemo
  616. efax
  617. toFaxNumber:tel
  618. SUB
  619. dashboard
  620. audit_log
  621. care_months|care_month|view|icon:calendar-plus
  622. care_months/view/{uid}
  623. ACTIONS
  624. assignMcpPro
  625. mcpProUid:record:pro:uid,name_display
  626. changeMcpPro
  627. mcpProUid:record:pro:uid,name_display
  628. removeMcpPro:if:mcp_pro_id
  629. assignCmPro
  630. cmProUid:record:pro:uid,name_display
  631. changeCmPro
  632. cmProUid:record:pro:uid,name_display
  633. removeCmPro:if:cm_pro_id
  634. assignRmePro
  635. rmeProUid:record:pro:uid,name_display
  636. changeRmePro
  637. rmeProUid:record:pro:uid,name_display
  638. removeRmePro:if:rme_pro_id
  639. assignRmmPro
  640. rmmProUid:record:pro:uid,name_display
  641. changeRmmPro
  642. rmmProUid:record:pro:uid,name_display
  643. removeRmmPro:if:rmm_pro_id
  644. updateCmReasons
  645. cmReason1*
  646. cmReason2
  647. updateRmReasons
  648. rmReason1*
  649. rmReason2
  650. setIsClientEnrolledInCmToTrue
  651. setIsClientEnrolledInCmToFalse
  652. updateWhyNotEnrolledInCm
  653. whyNotEnrolledInCmCategory
  654. whyNotEnrolledInCmMemo
  655. setIsClientEnrolledInRmToTrue
  656. setIsClientEnrolledInRmToFalse
  657. updateWhyNotEnrolledInRm
  658. whyNotEnrolledInRmCategory
  659. whyNotEnrolledInRmMemo
  660. generateBillForCm
  661. cmCode:select:CM20,CM30_HCP,CM60,CM90
  662. generateBillForRm
  663. rmCode:select:RM1,RM20,RM30,RM60
  664. setIsCmCanceledThisMonthToTrue
  665. updateWhyIsCmCanceledThisMonth
  666. setIsCmCanceledThisMonthToFalse
  667. setIsRmCanceledThisMonthToTrue
  668. updateWhyIsRmCanceledThisMonth
  669. setIsRmCanceledThisMonthToFalse
  670. setIsTmThisMonthToTrue
  671. setIsTmThisMonthToFalse
  672. SUB
  673. dashboard
  674. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  675. !qry:pros:SELECT id, name_display FROM pro
  676. !grp:Info:client_id,start_date
  677. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  678. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  679. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  680. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  681. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  682. !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
  683. !grp:Bills:cm_bill_id,rm_bill_id
  684. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  685. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  686. !grp:TM:is_tm_this_month
  687. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  688. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  689. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  690. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  691. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  692. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  693. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  694. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  695. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  696. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  697. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  698. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  699. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  700. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  701. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  702. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  703. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  704. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  705. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  706. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  707. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  708. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  709. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  710. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  711. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  712. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  713. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  714. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  715. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  716. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  717. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  718. !nal:
  719. # :: need remove
  720. cm_time_entries
  721. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  722. !inc:content_text,content_detail,time_in_seconds
  723. add_new:care_month_entry:createForCm
  724. careMonthUid:hidden=uid
  725. proUid:record:pro:uid,name_display
  726. effectiveDate:date
  727. timeInSeconds:number
  728. isTimeSpecific:bool
  729. startingTime:time
  730. endingTime:time
  731. contentText
  732. contentDetail
  733. # :: need remove
  734. rm_time_entries
  735. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  736. add_new:care_month_entry:createForRm
  737. careMonthUid:hidden=uid
  738. proUid:record:pro:uid,name_display
  739. effectiveDate:date
  740. timeInSeconds:number
  741. isTimeSpecific:bool
  742. startingTime:time
  743. endingTime:time
  744. contentText
  745. contentDetail
  746. bills
  747. id=bill.care_month_id=>/bills/view/UID
  748. audit_log
  749. care_month_entries|care_month_entry|view|icon:calendar-alt
  750. !qry:pros:SELECT id, name_display FROM pro
  751. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  752. care_month_entries/view/{uid}
  753. ACTIONS
  754. updateContent
  755. contentText
  756. contentDetail
  757. updateTiming
  758. effectiveDate:date
  759. timeInSeconds:number
  760. isTimeSpecific:bool
  761. startingTime:time
  762. endingTime:time
  763. remove
  764. SUB
  765. dashboard
  766. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  767. !qry:pros:select id, name_display from pro
  768. !grp:Info:cm_or_rm,client_id ,pro_id
  769. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  770. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  771. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  772. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  773. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  774. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  775. !nal:
  776. bills|bill|view|icon:file-invoice-dollar
  777. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  778. bills/view/{uid}
  779. ACTIONS
  780. payHcpAmount
  781. hcpPaymentAmount:number=hcp_expected_payment_amount
  782. payHcpDifferentAmount
  783. differentHcpPaymentAmount:number
  784. payCmAmount
  785. cmPaymentAmount:number
  786. payCmDifferentAmount
  787. differentCmPaymentAmount:number
  788. payRmeAmount
  789. rmePaymentAmount:number
  790. payRmeDifferentAmount
  791. differentRmePaymentAmount:number
  792. payRmmAmount
  793. rmmPaymentAmount:number
  794. payRmmDifferentAmount
  795. differentRmmPaymentAmount:number
  796. signAsHcp
  797. signAsCm
  798. signAsRme
  799. signAsRmm
  800. markSubmitted
  801. markCancelled
  802. putCollectedAmount
  803. collectedAmount
  804. SUB
  805. dashboard
  806. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  807. !grp:Note:note_id,note_ally_id
  808. !grp:Care Month:care_month_id
  809. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  810. !grp:Service Location:service_location
  811. !grp:Reasons:reason1,reason2,reason3
  812. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  813. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  814. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  815. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  816. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  817. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  818. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  819. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  820. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  821. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  822. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  823. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  824. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  825. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  826. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  827. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  828. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  829. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  830. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  831. !nal:
  832. transactions
  833. id=pro_transaction.bill_id
  834. audit_log
  835. transactions|pro_transaction|view|icon:exchange-alt
  836. transactions/view/{uid}
  837. ACTIONS
  838. SUB
  839. dashboard
  840. med_profile_lines|client_info_line|view|icon:window-restore
  841. med_profile_lines/view/{uid}
  842. ACTIONS
  843. remove
  844. removalMemo=removal_memo
  845. updateContent
  846. contentText=content_text
  847. contentDetail=content_detail
  848. SUB
  849. dashboard
  850. !grp:Med Profile Details:id,category,content_text,content_detail
  851. med_profile_line_updates|client_info_line_update|icon:window-restore
  852. mcp_updates|client_mcp_update|icon:user-edit
  853. # audit_log :: coming soon
  854. ADMIN
  855. # admin_dashboard
  856. facilities|facility|add|view|icon:temperature-low
  857. facilities/add_new:create
  858. name
  859. addressFull
  860. addressLine1
  861. addressLine2
  862. addressCity
  863. addressState
  864. addressZip
  865. addressCountry
  866. addressGeoLat:number
  867. addressGeoLong:number
  868. phone
  869. fax
  870. hours:number
  871. facilities/view/{uid}
  872. ACTIONS
  873. updateBasic
  874. name
  875. addressFull
  876. addressLine1
  877. addressLine2
  878. addressCity
  879. addressState
  880. addressZip
  881. addressCountry
  882. addressGeoLat
  883. addressGeoLong
  884. phone
  885. fax
  886. hours
  887. deactivate
  888. memo
  889. updateDeactivationMemo
  890. memo=deactivation_memo
  891. reactivate
  892. memo
  893. updateReactivationMemo
  894. memo=reactivation_memo
  895. SUB
  896. dashboard
  897. erx
  898. action_items
  899. audit_log
  900. pros|pro|add|view|icon:user-md
  901. !inc:@name_display,name_first,name_last,pro_type
  902. col:name_display
  903. name_first
  904. name_last
  905. pro_type
  906. pros/add_new:create
  907. cellNumber*:tel
  908. temporaryPassword*
  909. emailAddress:email
  910. nameDisplay
  911. namePrefix
  912. nameFirst*
  913. nameMiddle
  914. nameLast*
  915. nameSuffix
  916. nameCredential
  917. isHcp:bool
  918. hcpNpi
  919. previousProfessionCategory
  920. currentProfessionCategory
  921. pros/view/{uid}
  922. ACTIONS
  923. sendCellNumberConfirmationMessage
  924. adminResetPassword
  925. temporaryPassword*:password
  926. confirmCellNumberWithConfirmationToken
  927. cellNumber*:tel=cell_number
  928. token*
  929. putNewCellNumber
  930. newCellNumber*:tel=cell_number
  931. confirmEmailAddressWithConfirmationToken
  932. emailAddress*:email=email_address
  933. token*
  934. putNewEmailAddress
  935. newEmailAddress*:email=email_address
  936. updateName
  937. nameDisplay=name_display
  938. namePrefix=name_prefix
  939. nameFirst*=name_first
  940. nameMiddle=name_middle
  941. nameLast*=name_last
  942. nameSuffix=name_suffix
  943. nameCredential=name_credential
  944. updateProfession
  945. isHcp*:bool=is_hcp
  946. hcpNpi=hcp_npi
  947. previousProfessionCategory=previous_profession_category
  948. currentProfessionCategory=current_profession_category
  949. hcpCategory=hcp_category
  950. hcpSubcategory=hcp_subcategory
  951. updateEnrolledHcpInfo
  952. enrolledHcpCategory=enrolled_hcp_category
  953. enrolledHcpSubcategory=enrolled_hcp_subcategory
  954. enrolledHcpNpi=enrolled_hcp_npi
  955. putProfilePicture
  956. profilePictureBase64=profile_picture_base64
  957. updatePhoneInfo
  958. homePhoneNumber=home_phone_number
  959. workPhoneNumber=work_phone_number
  960. supporterPhoneNumber=supporter_phone_number
  961. supporterMemo=supporter_memo
  962. phoneNumbersMemo=phone_numbers_memo
  963. updateAddress
  964. mailingAddressLine1=mailing_address_line1
  965. mailingAddressLine2=mailing_address_line2
  966. mailingAddressCity=mailing_address_city
  967. mailingAddressState=mailing_address_state
  968. mailingAddressCountry=mailing_address_country
  969. mailingAddressZip=mailing_address_zip
  970. mailingAddressLat:number=mailing_address_lat
  971. mailingAddressLong:number=mailing_address_long
  972. homeAddressLine1=home_address_line1
  973. homeAddressLine2=home_address_line2
  974. homeAddressCity=home_address_city
  975. homeAddressState=home_address_state
  976. homeAddressCountry=home_address_country
  977. homeAddressZip=home_address_zip
  978. homeAddressLat:number=home_address_lat
  979. homeAddressLong:number=home_address_long
  980. updatePaymentProcessingDetail
  981. paymentProcessingDetail=payment_processing_detail
  982. uploadDriverLicense
  983. driverLicenseFilePath=driver_license_file_path
  984. updateDriverLicenseInfo
  985. driverLicenseState=driver_license_state
  986. driverLicenseIssueDate=driver_license_issue_date
  987. driverLicenseExpirationDate=driver_license_expiration_date
  988. updateSsn
  989. ssn=ssn
  990. # new actions from ProService.java
  991. sendEmailAddressConfirmationMessage
  992. setIsHcpToTrue
  993. setIsHcpToFalse
  994. setIsEnrolledAsHcpToTrue
  995. setIsEnrolledAsHcpToFalse
  996. setIsEnrolledAsMcpToTrue
  997. setIsEnrolledAsMcpToFalse
  998. setHasAccessToNextPatientButtonToTrue
  999. setHasAccessToNextPatientButtonToFalse
  1000. setCanCreateClientWithInvalidMcnToTrue
  1001. setCanCreateClientWithInvalidMcnToFalse
  1002. setIsVideoVisitAssistantToTrue
  1003. setIsVideoVisitAssistantToFalse
  1004. removeProfilePicture
  1005. updateW9Detail
  1006. w9Detail=w9detail
  1007. updateSignedContractPdf
  1008. signedContractPdf=signed_contract_pdf
  1009. setIsPaymentProcessingDetailCompleteToTrue
  1010. setIsPaymentProcessingDetailCompleteToFalse
  1011. setIsDriverLicenseCompleteToTrue
  1012. setIsDriverLicenseCompleteToFalse
  1013. setIsSsnCompleteToTrue
  1014. setIsSsnCompleteToFalse
  1015. setProType
  1016. proType:select:ADMIN,INDIVIDUAL,GROUP
  1017. SUB
  1018. dashboard
  1019. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1020. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1021. !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/$uid/ACTION_putNewEmailAddress
  1022. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1023. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1024. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1025. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1026. !grp:MCP Enrollment:is_enrolled_as_mcp
  1027. !grp:Next Patient Button:has_access_to_next_patient_button
  1028. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1029. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1030. !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/$uid/ACTION_updateAddress
  1031. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1032. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1033. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1034. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1035. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1036. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1037. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1038. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1039. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1040. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1041. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1042. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1043. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1044. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1045. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1046. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1047. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1048. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1049. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1050. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1051. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1052. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1053. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1054. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1055. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1056. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1057. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1058. !nal:
  1059. pro_rates
  1060. id=pro_rate.pro_id=>/pro_rates/view/UID
  1061. !inc:@uid,responsibility,code,amount
  1062. add_new:pro_rate:create
  1063. proUid:hidden=uid
  1064. responsibility:select:HCP,NA,CM,RME,RMM
  1065. code*
  1066. amount:number
  1067. clients
  1068. pro_access
  1069. id=client_pro_access.pro_id=>/pro_access/view/UID
  1070. add_new:client_pro_access=>/pro_access/view/UID
  1071. proUid:hidden=uid
  1072. clientUid:record:client:uid,name_first
  1073. reasonCategory
  1074. reasonMemo
  1075. reasonDetail
  1076. mcp_updates
  1077. erx
  1078. action_items
  1079. care_months
  1080. care_month_entries
  1081. notes
  1082. bills
  1083. transactions
  1084. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1085. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1086. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1087. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1088. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1089. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1090. add_new_credit:pro_transaction:createManualPlusForPro
  1091. proUid:hidden=uid
  1092. amount:number
  1093. intendedResultingBalance:number
  1094. customMemo
  1095. add_new_debit:pro_transaction:createManualMinusForPro
  1096. proUid:hidden=uid
  1097. amount:number
  1098. intendedResultingBalance:number
  1099. customMemo
  1100. sessions
  1101. audit_log
  1102. pro_rates|pro_rate|view|icon:funnel-dollar
  1103. !inc:@created_at,is_active,pro,responsibility,code,amount
  1104. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1105. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1106. pro_rates/view/{uid}
  1107. ACTIONS
  1108. updateAmount
  1109. newAmount:number=amount
  1110. reactivate
  1111. memo
  1112. deactivate
  1113. memo
  1114. SUB
  1115. dashboard
  1116. client_pro_access|client_pro_access|view|icon:key
  1117. client_pro_access/view/{uid}
  1118. ACTIONS
  1119. updateReason
  1120. reasonCategory=reason_category
  1121. reasonDetail=reason_memo
  1122. deactivate
  1123. memo
  1124. updateDeactivationMemo
  1125. memo=deactivation_memo
  1126. reactivate
  1127. memo
  1128. updateReactivationMemo
  1129. memo=reactivation_memo
  1130. SUB
  1131. dashboard
  1132. section_templates|section_template|add|view|icon:user-md
  1133. !inc:@title,internal_name,position_index
  1134. section_templates/add_new:create
  1135. title
  1136. internalName
  1137. section_templates/view/{uid}
  1138. ACTIONS
  1139. changePositionIndex
  1140. newPositionIndex:number=position_index
  1141. SUB
  1142. dashboard
  1143. note_templates|note_template|add|view|icon:user-md
  1144. !inc:@title
  1145. note_templates/add_new:create
  1146. title
  1147. note_templates/view/{uid}
  1148. ACTIONS
  1149. updateTitle
  1150. title=title
  1151. SUB
  1152. dashboard
  1153. note_template_section_templates|note_template_section_template|add
  1154. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1155. !inc:@uid,section_template_id
  1156. !qry:section_templates:SELECT id, title FROM section_template
  1157. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1158. add_new:note_template_section_template:create
  1159. noteTemplateUID:hidden=uid
  1160. sectionTemplateUID:record:section_template:uid,title
  1161. invitations|invitation|add|view|icon:user-md
  1162. !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
  1163. invitations/add_new:create
  1164. title
  1165. proUid:record:pro:uid,name_display
  1166. firstName
  1167. lastName
  1168. dob:date
  1169. mcn
  1170. email:email
  1171. cellNumber
  1172. memo
  1173. invitations/view/{uid}
  1174. ACTIONS
  1175. deactivate
  1176. deactivation_memo=deactivation_memo
  1177. reactivate
  1178. reactivation_memo=reactivation_memo
  1179. sendEmail
  1180. email
  1181. sendSms
  1182. cellNumber
  1183. putMedicareInfoAsGuest
  1184. firstName
  1185. lastName
  1186. dob:date
  1187. mcn
  1188. updateBasic
  1189. firstName=first_name
  1190. lastName=last_name
  1191. dob:date=dob
  1192. mcn=mcn
  1193. email=email
  1194. cellNumber=cell_number
  1195. memo=memo
  1196. SUB
  1197. dashboard
  1198. client_smses|client_sms|view|icon:comments
  1199. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1200. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1201. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1202. client_smses/view/{uid}
  1203. ACTIONS
  1204. assignIncomingSmsToClient
  1205. clientUid:record:client:uid,name_first
  1206. SUB
  1207. dashboard
  1208. client_documents|client_document|view|icon:file
  1209. !inc:@id,client,title,category,status,effective_date,provider,notes
  1210. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1211. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1212. client_documents/view/{uid}
  1213. ACTIONS
  1214. updateBasic
  1215. title:text
  1216. category:text
  1217. status:text
  1218. effectiveDate:date
  1219. provider:text
  1220. notes:text
  1221. SUB
  1222. dashboard