tree.txt 75 KB

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  1. PRO
  2. # dashboard
  3. leads|lead|add|icon:meteor
  4. # leads/add_new:internalLeadDrop
  5. # program
  6. # nameFirst*
  7. # nameLast*
  8. # dob:date
  9. # mcn*
  10. # gender:select:M,F
  11. # cellNumber:tel
  12. # emailAddress:email
  13. clients|client|add|view|icon:user-injured
  14. !inc:@name_first,name_last,dob, mcn,is_mcn_valid_number,is_part_b_primary,sex,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  15. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  16. !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard
  17. !col:name_last:Last Name
  18. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all=>/pros/view/$mcp_pro_id
  19. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all=>/pros/view/$cm_pro_id
  20. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all=>/pros/view/$rme_pro_id
  21. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all=>/pros/view/$rmm_pro_id
  22. !col:name_display:Name
  23. !col:gender_identity:Gender
  24. clients/add_new:create
  25. !qry:pros:SELECT uid, name_display FROM pro
  26. mcpProUid:record:~pros:uid,name_display
  27. cmProUid:record:~pros:uid,name_display
  28. rmeProUid:record:~pros:uid,name_display
  29. rmmProUid:record:~pros:uid,name_display
  30. namePrefix
  31. nameFirst*
  32. nameMiddle
  33. nameLast*
  34. nameSuffix
  35. nameCredential
  36. genderIdentity:select:M,F
  37. dateOfBirth:date
  38. cellNumber:tel
  39. emailAddress:email
  40. medicareNumber
  41. clients/view/{uid}
  42. ACTIONS
  43. sendCellNumberConfirmationMessage
  44. confirmCellNumberWithConfirmationToken
  45. cellNumber*:tel=cell_number
  46. token*
  47. putNewCellNumber
  48. newCellNumber*:tel=cell_number
  49. putNewEmailAddress
  50. newEmailAddress*:email=email_address
  51. sendEmailAddressConfirmationMessage
  52. confirmEmailAddressWithConfirmationToken
  53. emailAddress*:email=email_address
  54. token*
  55. deactivate
  56. memo
  57. updateDeactivationMemo
  58. memo=deactivation_memo
  59. reactivate
  60. memo
  61. updateReactivationMemo
  62. memo=reactivation_memo
  63. editSource
  64. source*=source
  65. sourceMemo=source_memo
  66. sourceAt:date=source_at
  67. sourceDetail=source_detail
  68. sourceClientUid:record:client:uid,name_first
  69. sourceProUid:record:pro:uid,name_display
  70. sourceFacilityUid:record:facility:uid,name
  71. setIsDuplicateToTrue
  72. duplicateOfClientUid*:record:client:uid,name_first
  73. setIsDuplicateToFalse
  74. editName
  75. namePrefix=name_prefix
  76. nameFirst*=name_first
  77. nameMiddle=name_middle
  78. nameLast*=name_last
  79. nameSuffix=name_suffix
  80. nameCredential=name_credential
  81. nameNickname=name_nickname
  82. nameMaiden=name_maiden
  83. namePrevious=name_previous
  84. editDob
  85. dob:date=dob
  86. editDemographics
  87. sex:select:M,F=sex
  88. genderIdentity=gender_identity
  89. sexualOrientation=sexual_orientation
  90. isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active
  91. sexuallyActiveMemo=sexually_active_memo
  92. maritalStatus=marital_status
  93. editSpouse
  94. spouseRelationshipUid:record:relationship:uid,name_first
  95. editIntakeDetails
  96. intakeText*=intake_text
  97. intakeDetail=intake_detail
  98. editResponsibleParty
  99. isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else
  100. responsiblePartyRelationshipUid:record:relationship:uid,name_first
  101. editEmergencyRelationship
  102. emergencyRelationshipUid:record:relationship:uid,name_first
  103. editFamilyInfo
  104. motherRelationshipUid:record:relationship:uid,name_first
  105. motherMaidenName=mother_maiden_name
  106. fatherRelationshipUid:record:relationship:uid,name_first
  107. numberOfSiblings:text=number_of_siblings
  108. birthOrder:text=birth_order
  109. isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member
  110. editContactDetails
  111. phoneHome=phone_home
  112. phoneMobile=phone_mobile
  113. phoneWork=phone_work
  114. phoneMemo=phone_memo
  115. emailPersonalPrimary=email_personal_primary
  116. emailPersonalSecondary=email_personal_secondary
  117. emailWorkPrimary=email_work_primary
  118. emailWorkSecondary=email_work_secondary
  119. sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email
  120. sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text
  121. sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone
  122. editAddress
  123. isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing
  124. homeAddressLine1=home_address_line1
  125. homeAddressLine2=home_address_line2
  126. homeAddressCity=home_address_city
  127. homeAddressState=home_address_state
  128. homeAddressZip=home_address_zip
  129. homeAddressGeoLat:text=home_address_geo_lat
  130. homeAddressGeoLong:text=home_address_geo_long
  131. mailingAddressLine1=mailing_address_line1
  132. mailingAddressLine2=mailing_address_line2
  133. mailingAddressCity=mailing_address_city
  134. mailingAddressState=mailing_address_state
  135. mailingAddressZip=mailing_address_zip
  136. mailingAddressGeoLat:text=mailing_address_geo_lat
  137. mailingAddressGeoLong:text=mailing_address_geo_long
  138. hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address
  139. reasonForSecondaryAddress=reason_for_secondary_address
  140. whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address
  141. isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing
  142. secondaryHomeAddressLine1=secondary_home_address_line1
  143. secondaryHomeAddressLine2=secondary_home_address_line2
  144. secondaryHomeAddressCity=secondary_home_address_city
  145. secondaryHomeAddressState=secondary_home_address_state
  146. secondaryHomeAddressZip=secondary_home_address_zip
  147. secondaryHomeAddressGeoLat:text=secondary_home_address_geo_lat
  148. secondaryHomeAddressGeoLong:text=secondary_home_address_geo_long
  149. secondaryMailingAddressLine1=secondary_mailing_address_line1
  150. secondaryMailingAddressLine2=secondary_mailing_address_line2
  151. secondaryMailingAddressCity=secondary_mailing_address_city
  152. secondaryMailingAddressState=secondary_mailing_address_state
  153. secondaryMailingAddressZip=secondary_mailing_address_zip
  154. secondaryMailingAddressGeoLat:text=secondary_mailing_address_geo_lat
  155. secondaryMailingAddressGeoLong:text=secondary_mailing_address_geo_long
  156. editMiscDemographics
  157. citizenships=citizenships
  158. education=education
  159. birthCountry=birth_country
  160. birthState=birth_state
  161. birthCity=birth_city
  162. nationality=nationality
  163. religiousAffiliation=religious_affiliation
  164. religiousFacilityUid:record:facility:uid,name
  165. isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet
  166. specialDietCategory=special_diet_category
  167. specialDietMemo=special_diet_memo
  168. preferredLanguage=preferred_language
  169. otherLanguages=other_languages
  170. englishLevel=english_level
  171. driverLicenseState=driver_license_state
  172. driverLicenseNumber=driver_license_number
  173. isHispanic*:select:YES,NO,UNKNOWN=is_hispanic
  174. isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa
  175. ethnicities=ethnicities
  176. race=race
  177. specificRaces=specific_races
  178. setIsDeceasedToTrue
  179. dateOfDeath:date
  180. timeOfDeath:time
  181. causeOfDeath
  182. setIsDeceasedToFalse
  183. editPharmacy
  184. pharmacy=pharmacy
  185. pharmacyFacilityUid:record:facility:uid,name
  186. editSsn
  187. ssn=ssn
  188. putMedicareInfo
  189. nameFirst*=name_first
  190. nameLast*=name_last
  191. dob*:date=dob
  192. mcn*=mcn
  193. removeMcn
  194. updateWebcamInfo
  195. hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device
  196. webcamDevice=webcam_device
  197. putMcp
  198. mcpProUid*:record:pro:uid,name_display
  199. removeMcp
  200. putPhysicianPro
  201. physicianProUid*:record:pro:uid,name_display
  202. removePhysicianPro
  203. updateMcpOnboardingVisitInfo
  204. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  205. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  206. mcpOnboardingVisitNoteUid:record:note:uid,title
  207. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  208. updateMcpOnboardingActiveInfo
  209. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  210. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  211. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  212. putMcpOnboardingPro
  213. mcpOnboardingProUid*:record:pro:uid,name_display
  214. removeMcpOnboardingPro
  215. acceptAssignmentAsMcpOnboardingPro
  216. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  217. rejectAssignmentAsMcpOnboardingPro
  218. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  219. updateMcpOnboardingProDecisionMemo
  220. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  221. updateMcpOnboardingStrategy
  222. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  223. updateNextMcpOnboardingAttempt
  224. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  225. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  226. putCmPro
  227. cmProUid*:record:pro:uid,name_display
  228. removeCmPro
  229. putRmePro
  230. rmeProUid*:record:pro:uid,name_display
  231. removeRmePro
  232. putRmmPro
  233. rmmProUid*:record:pro:uid,name_display
  234. removeRmmPro
  235. putRdPro
  236. rdProUid*:record:pro:uid,name_display
  237. removeRdPro
  238. updateMntEligibility
  239. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  240. numberOfMntHoursLeftThisYear:text=number_of_mnt_hours_left_this_year
  241. updateCmEligibility
  242. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  243. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  244. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  245. setIsEnrolledInCmToFalse
  246. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  247. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  248. setIsEnrolledInCmToTrue
  249. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  250. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  251. cmReason1*=cm_reason1
  252. cmReason2=cm_reason2
  253. updateCmReasons
  254. cmReason1*=cm_reason1
  255. cmReason2=cm_reason2
  256. updateRmReasons
  257. rmReason1*=rm_reason1
  258. rmReason2=rm_reason2
  259. updateCmEnrollmentConsentInfo
  260. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  261. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  262. updateWhyNotEnrolledInCm
  263. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  264. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  265. updateRmEligibility
  266. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  267. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  268. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  269. setIsEnrolledInRmToFalse
  270. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  271. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  272. setIsEnrolledInRmToTrue
  273. rmReason1*=rm_reason1
  274. rmReason2=rm_reason2
  275. updateWhyNotEnrolledInRm
  276. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  277. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  278. updateEquipmentInfo
  279. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  280. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  281. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  282. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  283. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  284. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  285. SUB
  286. dashboard:custom
  287. detail:dashboard
  288. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource
  289. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  290. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName
  291. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  292. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  293. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  294. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  295. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  296. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  297. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  298. !grp:Contact details:phone_home,phone_mobile,phone_work,phone_memo,email_personal_primary,email_personal_secondary,email_work_primary,email_work_secondary,send_reminders_by_email,send_reminders_by_text,send_reminders_by_phone:Edit contact details:circle=>/clients/view/$uid/ACTION_editContactDetails
  299. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  300. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Put new email address:circle=>/clients/view/$uid/ACTION_putNewEmailAddress
  301. !grp:Credentials:username
  302. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  303. !grp:Misc. Demographics:citizenships,education,birth_country,birth_state,birth_city,nationality,religious_affiliation,religious_facility_id,is_on_special_diet,special_diet_category,special_diet_memo,preferred_language,other_languages,english_level,driver_license_state,driver_license_number,is_hispanic,is_black_oraa,ethnicities,race,specific_races:Update misc. demographics:circle=>/clients/view/$uid/ACTION_editMiscDemographics
  304. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  305. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  306. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  307. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,billing_addressreason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  308. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  309. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  310. !grp:Physician:physician_pro_id:Put Physician:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  311. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  312. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo
  313. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  314. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  315. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  316. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  317. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  318. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  319. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  320. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  321. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  322. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  323. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  324. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  325. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  326. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  327. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  328. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  329. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  330. !act:physician_pro_id:putPhysicianPro:circle=>/clients/view/$uid/ACTION_putPhysicianPro
  331. !act:physician_pro_id:removePhysicianPro:circle=>/clients/view/$uid/ACTION_removePhysicianPro
  332. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  333. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  334. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  335. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  336. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  337. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  338. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  339. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  340. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  341. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  342. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  343. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  344. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  345. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  346. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  347. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  348. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  349. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  350. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  351. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  352. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  353. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  354. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  355. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  356. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  357. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  358. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  359. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  360. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  361. !qry:pros:select id, name_display from pro
  362. !qry:facilities:select id, name from facility
  363. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  364. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  365. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  366. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  367. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  368. !col:dob:Date of Birth
  369. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  370. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  371. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  372. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  373. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  374. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  375. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  376. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  377. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  378. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  379. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  380. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  381. !nal:
  382. measurements
  383. id=measurement.client_id=>/measurements/view/UID
  384. !inc:label,value,effective_date
  385. add_new:measurement=>/measurements/view/UID
  386. clientUid:hidden=uid
  387. label
  388. value:text
  389. effectiveDate:date
  390. med_profile
  391. id=client_info_line.client_id=>/med_profiles/view/UID
  392. !inc:id,category,content_text,content_detail
  393. add_new:client_info_line=>/med_profile_lines/view/UID
  394. clientUid:hidden=uid
  395. category
  396. contentText
  397. contentDetail
  398. med_profile_log
  399. id=client_info_line_update.client_id=>/med_profiles/view/UID
  400. !inc:id,category,content_text,content_detail
  401. pro_access
  402. id=client_pro_access.client_id=>/client_pro_access/view/UID
  403. add_new:client_pro_access=>/client_pro_access/view/UID
  404. clientUid:hidden=uid
  405. proUid:record:pro:uid,name_display
  406. reasonCategory
  407. reasonMemo
  408. reasonDetail
  409. notes
  410. id=note.client_id=>/notes/view/UID
  411. !inc:uid,title
  412. add_new:note=>/notes/view/UID
  413. clientUid:hidden=uid
  414. hcpProUid:record:pro:uid,name_display
  415. title
  416. effectiveDateEST:date
  417. effectiveTime:time
  418. reason1
  419. reason2
  420. reason3
  421. reason3Plus
  422. serviceLocation
  423. category
  424. contentText
  425. contentDetail
  426. relationships
  427. id=relationship.client_id=>/relationships/view/UID
  428. !inc:name_first,name_middle,name_last,email_address
  429. add_new:relationship=>/relationships/view/UID
  430. clientUid:hidden=uid
  431. relationshipToClient
  432. relationshipMemo
  433. namePrefix
  434. nameFirst
  435. nameMiddle
  436. nameLast
  437. nameSuffix
  438. nameMaiden
  439. namePrevious
  440. organizationName
  441. phoneHome
  442. phoneMobile
  443. phoneWork
  444. phoneMemo
  445. homeAddress
  446. mailingAddress
  447. emailAddress
  448. isHispanic:select:YES,NO,UNKNOWN
  449. isBlackOrAA:select:YES,NO,UNKNOWN
  450. ethnicities
  451. race
  452. specificRaces
  453. preferredLanguage
  454. otherLanguages
  455. englishLevel
  456. contactClientUid:record:client:uid,name_first
  457. care_months
  458. id=care_month.client_id=>/care_months/view/UID
  459. add_new:care_month
  460. clientUid:hidden=uid
  461. startMonth:text
  462. startYear:text
  463. care_month_entries
  464. id=care_month_entry.client_id=>/care_month_entries/view/UID
  465. !qry:pros:SELECT id, name_display FROM pro
  466. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  467. bills
  468. id=bill.client_id=>/bills/view/UID
  469. related_transactions
  470. id=pro_transaction.client_id=>/transactions/view/UID
  471. action_items
  472. id=action_item.client_id=>/action_items/view/UID
  473. add_new:action_item
  474. clientUid:hidden=uid
  475. prescriberProUid:record:pro:uid,name_display
  476. toFacilityUid:record:facility:uid,name
  477. contentText
  478. contentDetail
  479. erx
  480. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  481. add_new_erx:action_item
  482. clientUid:hidden=uid
  483. prescriberProUid:record:pro:uid,name_display
  484. toFacilityUid:record:facility:uid,name
  485. contentText
  486. contentDetail
  487. mcp_updates
  488. id=client_mcp_update.client_id
  489. client_sms
  490. id=client_sms.client_id
  491. !inc:id,from_number, to_number, body, created_at
  492. client_sms_numbers
  493. id=client_sms_number.client_id
  494. !inc:id,sms_number
  495. client_documents
  496. id=client_document.client_id=>/client_documents/view/UID
  497. !inc:id,title,category,status,effective_date,provider,notes,file_name
  498. add_new:client_document
  499. clientUid:hidden=uid
  500. title
  501. category
  502. status
  503. effectiveDate:date
  504. provider
  505. notes
  506. file:file
  507. audit_log
  508. bdt_devices
  509. id=client_bdt_device.client_id=>/client_bdt_devices/view/UID
  510. add_new:client_bdt_device
  511. clientUid:hidden=uid
  512. deviceUid*:record:bdt_device:uid,imei
  513. instructions
  514. internalMemo
  515. status
  516. statusMemo
  517. device_measurements
  518. id=client_bdt_measurement.client_id
  519. notes|note|view|icon:file-alt
  520. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  521. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  522. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  523. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  524. !col:effective_dateest:Date
  525. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  526. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  527. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  528. !col:service_location:Location
  529. !col:category:Category
  530. !col:content_text:Content
  531. !col:is_signed_by_hcp:HCP Signed?
  532. !col:billed:Billed?:SELECT '-- TODO --' as result
  533. notes/view/{uid}
  534. ACTIONS
  535. signAsHcp
  536. SUB
  537. dashboard
  538. bills
  539. id=bill.note_id=>/bills/view/UID
  540. add_new:bill:createForNote
  541. noteUid:hidden=uid
  542. effectiveDate:date
  543. code
  544. reason1
  545. reason2
  546. reason3
  547. reason3Plus
  548. serviceLocation
  549. modifier
  550. numberOfUnits:text
  551. sections
  552. id=section.note_id=>/sections/view/UID
  553. !inc:summary_html,content_data
  554. relationships|relationship|view|icon:file-alt
  555. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  556. relationships/view/{uid}
  557. ACTIONS
  558. updateBasic
  559. relationshipToClient
  560. relationshipMemo
  561. namePrefix
  562. nameFirst
  563. nameMiddle
  564. nameLast
  565. nameSuffix
  566. nameMaiden
  567. namePrevious
  568. organizationName
  569. phoneHome
  570. phoneMobile
  571. phoneWork
  572. phoneMemo
  573. homeAddress
  574. mailingAddress
  575. emailAddress
  576. isHispanic:select:YES,NO,UNKNOWN
  577. isBlackOrAA:select:YES,NO,UNKNOWN
  578. ethnicities
  579. race
  580. specificRaces
  581. preferredLanguage
  582. otherLanguages
  583. englishLevel
  584. contactClientUid:record:client:uid,name_first
  585. SUB
  586. dashboard
  587. !grp:Relationship details:id,created_at,is_active,reactivated_at,reactivation_memo,email_address,english_level,ethnicities,home_address,is_black_oraa,is_hispanic,mailing_address,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix,organization_name,other_languages,phone_home,phone_memo,phone_mobile,phone_work,preferred_language,race,relationship_memo,relationship_to_client,specific_races,created_by_session_id,deactivated_by_session_id,reactivated_by_session_id,client_id,contact_client_id_id,contact_client_id
  588. measurements|measurement|view|icon:file-alt
  589. !inc:id,client_id,label,value,effective_date
  590. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  591. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  592. measurements/view/{uid}
  593. ACTIONS
  594. updateBasic
  595. label=label
  596. value:text=value
  597. effectiveDate:date=effective_date
  598. remove
  599. SUB
  600. dashboard
  601. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  602. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  603. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  604. erx|action_item:action_item_category='RX'|view|icon:file-signature
  605. erx/view/{uid}
  606. ACTIONS
  607. signAsPrescriber
  608. updateToFacility
  609. toFacilityUid:record:facility:uid,name
  610. updateContent
  611. contentText=content_text
  612. contentDetail=content_detail
  613. updateStatus
  614. statusCategory:select:OPEN,CLOSED
  615. statusMemo
  616. efax
  617. toFaxNumber:tel
  618. SUB
  619. dashboard
  620. audit_log
  621. action_items|action_item|view|icon:tasks
  622. action_items/view/{uid}
  623. ACTIONS
  624. signAsPrescriber
  625. updateToFacility
  626. toFacilityUid:record:facility:uid,name
  627. updateContent
  628. contentText=content_text
  629. contentDetail=content_detail
  630. updateStatus
  631. statusCategory:select:OPEN,CLOSED
  632. statusMemo
  633. efax
  634. toFaxNumber:tel
  635. SUB
  636. dashboard
  637. audit_log
  638. tickets|ticket|view|icon:tablet-alt
  639. tickets/view/{uid}
  640. ACTIONS
  641. close
  642. SUB
  643. dashboard
  644. care_months|care_month|view|icon:calendar-plus
  645. care_months/view/{uid}
  646. ACTIONS
  647. assignMcpPro
  648. mcpProUid:record:pro:uid,name_display
  649. changeMcpPro
  650. mcpProUid:record:pro:uid,name_display
  651. removeMcpPro:if:mcp_pro_id
  652. assignCmPro
  653. cmProUid:record:pro:uid,name_display
  654. changeCmPro
  655. cmProUid:record:pro:uid,name_display
  656. removeCmPro:if:cm_pro_id
  657. assignRmePro
  658. rmeProUid:record:pro:uid,name_display
  659. changeRmePro
  660. rmeProUid:record:pro:uid,name_display
  661. removeRmePro:if:rme_pro_id
  662. assignRmmPro
  663. rmmProUid:record:pro:uid,name_display
  664. changeRmmPro
  665. rmmProUid:record:pro:uid,name_display
  666. removeRmmPro:if:rmm_pro_id
  667. updateCmReasons
  668. cmReason1*
  669. cmReason2
  670. updateRmReasons
  671. rmReason1*
  672. rmReason2
  673. setIsClientEnrolledInCmToTrue
  674. setIsClientEnrolledInCmToFalse
  675. updateWhyNotEnrolledInCm
  676. whyNotEnrolledInCmCategory
  677. whyNotEnrolledInCmMemo
  678. setIsClientEnrolledInRmToTrue
  679. setIsClientEnrolledInRmToFalse
  680. updateWhyNotEnrolledInRm
  681. whyNotEnrolledInRmCategory
  682. whyNotEnrolledInRmMemo
  683. generateBillForCm
  684. cmCode:select:CM20,CM30_HCP,CM60,CM90
  685. generateBillForRm
  686. rmCode:select:RM1,RM20,RM30,RM60
  687. setIsCmCanceledThisMonthToTrue
  688. updateWhyIsCmCanceledThisMonth
  689. setIsCmCanceledThisMonthToFalse
  690. setIsRmCanceledThisMonthToTrue
  691. updateWhyIsRmCanceledThisMonth
  692. setIsRmCanceledThisMonthToFalse
  693. setIsTmThisMonthToTrue
  694. setIsTmThisMonthToFalse
  695. SUB
  696. dashboard
  697. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  698. !qry:pros:SELECT id, name_display FROM pro
  699. !grp:Info:client_id,start_date
  700. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  701. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  702. !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
  703. !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/$uid/ACTION_updateWhyNotEnrolledInRm
  704. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  705. !grp:RM Total Time:rm_total_time_in_seconds,rm_total_time_in_seconds_by_mcp,rm_total_time_in_seconds_by_rmm_pro,rm_total_time_in_seconds_by_rme_pro
  706. !grp:Bills:cm_bill_id,rm_bill_id
  707. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  708. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  709. !grp:TM:is_tm_this_month
  710. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  711. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  712. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  713. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  714. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  715. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  716. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  717. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  718. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  719. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  720. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  721. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  722. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  723. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  724. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  725. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  726. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  727. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  728. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  729. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  730. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  731. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  732. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  733. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  734. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  735. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  736. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  737. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  738. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  739. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  740. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  741. !nal:
  742. # :: need remove
  743. cm_time_entries
  744. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  745. !inc:content_text,content_detail,time_in_seconds
  746. add_new:care_month_entry:createForCm
  747. careMonthUid:hidden=uid
  748. proUid:record:pro:uid,name_display
  749. effectiveDate:date
  750. timeInSeconds:text
  751. isTimeSpecific:bool
  752. startingTime:time
  753. endingTime:time
  754. contentText
  755. contentDetail
  756. # :: need remove
  757. rm_time_entries
  758. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  759. add_new:care_month_entry:createForRm
  760. careMonthUid:hidden=uid
  761. proUid:record:pro:uid,name_display
  762. effectiveDate:date
  763. timeInSeconds:text
  764. isTimeSpecific:bool
  765. startingTime:time
  766. endingTime:time
  767. contentText
  768. contentDetail
  769. bills
  770. id=bill.care_month_id=>/bills/view/UID
  771. audit_log
  772. care_month_entries|care_month_entry|view|icon:calendar-alt
  773. !qry:pros:SELECT id, name_display FROM pro
  774. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  775. care_month_entries/view/{uid}
  776. ACTIONS
  777. updateContent
  778. contentText
  779. contentDetail
  780. updateTiming
  781. effectiveDate:date
  782. timeInSeconds:text
  783. isTimeSpecific:bool
  784. startingTime:time
  785. endingTime:time
  786. remove
  787. SUB
  788. dashboard
  789. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  790. !qry:pros:select id, name_display from pro
  791. !grp:Info:cm_or_rm,client_id ,pro_id
  792. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  793. !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
  794. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  795. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  796. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  797. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  798. !nal:
  799. bills|bill|view|icon:file-invoice-dollar
  800. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  801. bills/view/{uid}
  802. ACTIONS
  803. payHcpAmount
  804. hcpPaymentAmount:text=hcp_expected_payment_amount
  805. payHcpDifferentAmount
  806. differentHcpPaymentAmount:text
  807. payCmAmount
  808. cmPaymentAmount:text
  809. payCmDifferentAmount
  810. differentCmPaymentAmount:text
  811. payRmeAmount
  812. rmePaymentAmount:text
  813. payRmeDifferentAmount
  814. differentRmePaymentAmount:text
  815. payRmmAmount
  816. rmmPaymentAmount:text
  817. payRmmDifferentAmount
  818. differentRmmPaymentAmount:text
  819. signAsHcp
  820. signAsCm
  821. signAsRme
  822. signAsRmm
  823. markSubmitted
  824. markCancelled
  825. putCollectedAmount
  826. collectedAmount
  827. SUB
  828. dashboard
  829. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  830. !grp:Note:note_id,note_ally_id
  831. !grp:Care Month:care_month_id
  832. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  833. !grp:Service Location:service_location
  834. !grp:Reasons:reason1,reason2,reason3
  835. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  836. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  837. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  838. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  839. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  840. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  841. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  842. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  843. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  844. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  845. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  846. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  847. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  848. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  849. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  850. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  851. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  852. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  853. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  854. !nal:
  855. transactions
  856. id=pro_transaction.bill_id
  857. audit_log
  858. transactions|pro_transaction|view|icon:exchange-alt
  859. transactions/view/{uid}
  860. ACTIONS
  861. SUB
  862. dashboard
  863. med_profile_lines|client_info_line|view|icon:window-restore
  864. med_profile_lines/view/{uid}
  865. ACTIONS
  866. remove
  867. removalMemo=removal_memo
  868. updateContent
  869. contentText=content_text
  870. contentDetail=content_detail
  871. SUB
  872. dashboard
  873. !grp:Med Profile Details:id,category,content_text,content_detail
  874. med_profile_line_updates|client_info_line_update|icon:window-restore
  875. mcp_updates|client_mcp_update|icon:user-edit
  876. # audit_log :: coming soon
  877. ADMIN
  878. # admin_dashboard
  879. facilities|facility|add|view|icon:temperature-low
  880. facilities/add_new:create
  881. name
  882. addressFull
  883. addressLine1
  884. addressLine2
  885. addressCity
  886. addressState
  887. addressZip
  888. addressCountry
  889. addressGeoLat:text
  890. addressGeoLong:text
  891. phone
  892. fax
  893. hours:text
  894. facilities/view/{uid}
  895. ACTIONS
  896. updateBasic
  897. name
  898. addressFull
  899. addressLine1
  900. addressLine2
  901. addressCity
  902. addressState
  903. addressZip
  904. addressCountry
  905. addressGeoLat
  906. addressGeoLong
  907. phone
  908. fax
  909. hours
  910. deactivate
  911. memo
  912. updateDeactivationMemo
  913. memo=deactivation_memo
  914. reactivate
  915. memo
  916. updateReactivationMemo
  917. memo=reactivation_memo
  918. SUB
  919. dashboard
  920. erx
  921. action_items
  922. audit_log
  923. pros|pro|add|view|icon:user-md
  924. !inc:@name_display,name_first,name_last,pro_type
  925. col:name_display
  926. name_first
  927. name_last
  928. pro_type
  929. pros/add_new:create
  930. cellNumber*:tel
  931. temporaryPassword*
  932. emailAddress:email
  933. nameDisplay
  934. namePrefix
  935. nameFirst*
  936. nameMiddle
  937. nameLast*
  938. nameSuffix
  939. nameCredential
  940. isHcp:bool
  941. hcpNpi
  942. previousProfessionCategory
  943. currentProfessionCategory
  944. pros/view/{uid}
  945. ACTIONS
  946. sendCellNumberConfirmationMessage
  947. adminResetPassword
  948. temporaryPassword*:password
  949. confirmCellNumberWithConfirmationToken
  950. cellNumber*:tel=cell_number
  951. token*
  952. putNewCellNumber
  953. newCellNumber*:tel=cell_number
  954. confirmEmailAddressWithConfirmationToken
  955. emailAddress*:email=email_address
  956. token*
  957. putNewEmailAddress
  958. newEmailAddress*:email=email_address
  959. updateName
  960. nameDisplay=name_display
  961. namePrefix=name_prefix
  962. nameFirst*=name_first
  963. nameMiddle=name_middle
  964. nameLast*=name_last
  965. nameSuffix=name_suffix
  966. nameCredential=name_credential
  967. updateProfession
  968. isHcp*:bool=is_hcp
  969. hcpNpi=hcp_npi
  970. previousProfessionCategory=previous_profession_category
  971. currentProfessionCategory=current_profession_category
  972. hcpCategory=hcp_category
  973. hcpSubcategory=hcp_subcategory
  974. updateEnrolledHcpInfo
  975. enrolledHcpCategory=enrolled_hcp_category
  976. enrolledHcpSubcategory=enrolled_hcp_subcategory
  977. enrolledHcpNpi=enrolled_hcp_npi
  978. putProfilePicture
  979. profilePictureBase64=profile_picture_base64
  980. updatePhoneInfo
  981. homePhoneNumber=home_phone_number
  982. workPhoneNumber=work_phone_number
  983. supporterPhoneNumber=supporter_phone_number
  984. supporterMemo=supporter_memo
  985. phoneNumbersMemo=phone_numbers_memo
  986. updateAddress
  987. mailingAddressLine1=mailing_address_line1
  988. mailingAddressLine2=mailing_address_line2
  989. mailingAddressCity=mailing_address_city
  990. mailingAddressState=mailing_address_state
  991. mailingAddressCountry=mailing_address_country
  992. mailingAddressZip=mailing_address_zip
  993. mailingAddressLat:text=mailing_address_lat
  994. mailingAddressLong:text=mailing_address_long
  995. homeAddressLine1=home_address_line1
  996. homeAddressLine2=home_address_line2
  997. homeAddressCity=home_address_city
  998. homeAddressState=home_address_state
  999. homeAddressCountry=home_address_country
  1000. homeAddressZip=home_address_zip
  1001. homeAddressLat:text=home_address_lat
  1002. homeAddressLong:text=home_address_long
  1003. updatePaymentProcessingDetail
  1004. paymentProcessingDetail=payment_processing_detail
  1005. uploadDriverLicense
  1006. driverLicenseFilePath=driver_license_file_path
  1007. updateDriverLicenseInfo
  1008. driverLicenseState=driver_license_state
  1009. driverLicenseIssueDate=driver_license_issue_date
  1010. driverLicenseExpirationDate=driver_license_expiration_date
  1011. updateSsn
  1012. ssn=ssn
  1013. # new actions from ProService.java
  1014. sendEmailAddressConfirmationMessage
  1015. setIsHcpToTrue
  1016. setIsHcpToFalse
  1017. setIsEnrolledAsHcpToTrue
  1018. setIsEnrolledAsHcpToFalse
  1019. setIsEnrolledAsMcpToTrue
  1020. setIsEnrolledAsMcpToFalse
  1021. setHasAccessToNextPatientButtonToTrue
  1022. setHasAccessToNextPatientButtonToFalse
  1023. setCanCreateClientWithInvalidMcnToTrue
  1024. setCanCreateClientWithInvalidMcnToFalse
  1025. setCanAccessRmPortalToTrue
  1026. setCanAccessRmPortalToFalse
  1027. setIsVideoVisitAssistantToTrue
  1028. setIsVideoVisitAssistantToFalse
  1029. removeProfilePicture
  1030. updateW9Detail
  1031. w9Detail=w9detail
  1032. updateSignedContractPdf
  1033. signedContractPdf=signed_contract_pdf
  1034. setIsPaymentProcessingDetailCompleteToTrue
  1035. setIsPaymentProcessingDetailCompleteToFalse
  1036. setIsDriverLicenseCompleteToTrue
  1037. setIsDriverLicenseCompleteToFalse
  1038. setIsSsnCompleteToTrue
  1039. setIsSsnCompleteToFalse
  1040. setProType
  1041. proType:select:ADMIN,INDIVIDUAL,GROUP
  1042. setInitiative
  1043. initiative
  1044. putProMemo
  1045. proMemo:textarea
  1046. SUB
  1047. dashboard
  1048. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1049. !grp:Initiative:initiative:Change:circle=>/pros/view/$uid/ACTION_setInitiative
  1050. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1051. !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/$uid/ACTION_putNewEmailAddress
  1052. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1053. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1054. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1055. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1056. !grp:MCP Enrollment:is_enrolled_as_mcp
  1057. !grp:Next Patient Button:has_access_to_next_patient_button
  1058. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1059. !grp:Access RM Portal:can_access_rm_portal
  1060. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1061. !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/$uid/ACTION_updateAddress
  1062. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1063. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1064. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1065. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1066. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1067. !grp:Pro Memo:pro_memo:Change:circle=>/pros/view/$uid/ACTION_putProMemo
  1068. !act:pro_memo:putProMemo:circle=>/pros/view/$uid/ACTION_putProMemo
  1069. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1070. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1071. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1072. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1073. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1074. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1075. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1076. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1077. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1078. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1079. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1080. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1081. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1082. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1083. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1084. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1085. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1086. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1087. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1088. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1089. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1090. !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue
  1091. !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse
  1092. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1093. !nal:
  1094. pro_rates
  1095. id=pro_rate.pro_id=>/pro_rates/view/UID
  1096. !inc:@uid,responsibility,code,amount
  1097. add_new:pro_rate:create
  1098. proUid:hidden=uid
  1099. responsibility:select:HCP,NA,CM,RME,RMM
  1100. code*
  1101. amount:text
  1102. note_templates
  1103. id=note_template_pro.pro_id
  1104. !inc:note_template
  1105. !qry:note_templates:select id, title from note_template
  1106. !col:note_template:NoteTemplate:~note_templates:title:id,=,$$note_template_id:all
  1107. add_new:note_template_pro:create
  1108. proUid:hidden=uid
  1109. noteTemplateUid:record:note_template:uid,title
  1110. clients
  1111. pro_access
  1112. id=pro_pro_access.owner_pro_id=>/pro_access/view/UID
  1113. add_new:pro_pro_access=>/pro_access/view/UID
  1114. ownerProUid:hidden=uid
  1115. accessibleProUid:record:pro:uid,name_first
  1116. memo
  1117. canAssignAsRme:bool
  1118. canAssignAsRmm:bool
  1119. canAssignAsMcp:bool
  1120. mcp_updates
  1121. erx
  1122. action_items
  1123. care_months
  1124. care_month_entries
  1125. notes
  1126. bills
  1127. transactions
  1128. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1129. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1130. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1131. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1132. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1133. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1134. add_new_credit:pro_transaction:createManualPlusForPro
  1135. proUid:hidden=uid
  1136. amount:text
  1137. intendedResultingBalance:text
  1138. customMemo
  1139. add_new_debit:pro_transaction:createManualMinusForPro
  1140. proUid:hidden=uid
  1141. amount:text
  1142. intendedResultingBalance:text
  1143. customMemo
  1144. sessions
  1145. app_access
  1146. id=stag_app_pro_access.pro_id=>/stag_app_pro_access/view/UID/SUB_dashboard
  1147. !inc:stag_app
  1148. !qry:stag_apps:select id, name from stag_app
  1149. !col:stag_app:StagApp:~stag_apps:name:id,=,$$stag_app_id:all
  1150. add_new:stag_app_pro_access:create
  1151. proUid:hidden=uid
  1152. stagAppUid:record:stag_app:uid,name
  1153. memo:text
  1154. audit_log
  1155. pro_rates|pro_rate|view|icon:funnel-dollar
  1156. !inc:@created_at,is_active,pro,responsibility,code,amount
  1157. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1158. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1159. pro_rates/view/{uid}
  1160. ACTIONS
  1161. updateAmount
  1162. newAmount:text=amount
  1163. reactivate
  1164. memo
  1165. deactivate
  1166. memo
  1167. SUB
  1168. dashboard
  1169. client_pro_access|client_pro_access|view|icon:key
  1170. client_pro_access/view/{uid}
  1171. ACTIONS
  1172. updateReason
  1173. reasonCategory=reason_category
  1174. reasonDetail=reason_memo
  1175. deactivate
  1176. memo
  1177. updateDeactivationMemo
  1178. memo=deactivation_memo
  1179. reactivate
  1180. memo
  1181. updateReactivationMemo
  1182. memo=reactivation_memo
  1183. SUB
  1184. dashboard
  1185. section_templates|section_template|add|view|icon:user-md
  1186. !inc:@title,internal_name,position_index,is_canvas
  1187. section_templates/add_new:create
  1188. title
  1189. internalName
  1190. isCanvas:bool
  1191. section_templates/view/{uid}
  1192. ACTIONS
  1193. changePositionIndex
  1194. newPositionIndex:text=position_index
  1195. setIsCanvasToTrue
  1196. setIsCanvasToFalse
  1197. SUB
  1198. dashboard
  1199. note_templates|note_template|add|view|icon:user-md
  1200. !inc:@title
  1201. note_templates/add_new:create
  1202. title
  1203. newOrFuOrNa:select:NEW,FU,NA
  1204. note_templates/view/{uid}
  1205. ACTIONS
  1206. updateBasic
  1207. title=title
  1208. newOrFuOrNa:select:NEW,FU,NA
  1209. SUB
  1210. dashboard
  1211. note_template_section_templates|note_template_section_template|add
  1212. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1213. !inc:@uid,section_template_id
  1214. !qry:section_templates:SELECT id, title FROM section_template
  1215. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1216. add_new:note_template_section_template:create
  1217. noteTemplateUID:hidden=uid
  1218. sectionTemplateUID:record:section_template:uid,title
  1219. invitations|invitation|add|view|icon:user-md
  1220. !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
  1221. invitations/add_new:create
  1222. title
  1223. proUid:record:pro:uid,name_display
  1224. firstName
  1225. lastName
  1226. dob:date
  1227. mcn
  1228. email:email
  1229. cellNumber
  1230. memo
  1231. invitations/view/{uid}
  1232. ACTIONS
  1233. deactivate
  1234. deactivation_memo=deactivation_memo
  1235. reactivate
  1236. reactivation_memo=reactivation_memo
  1237. sendEmail
  1238. email
  1239. sendSms
  1240. cellNumber
  1241. putMedicareInfoAsGuest
  1242. firstName
  1243. lastName
  1244. dob:date
  1245. mcn
  1246. updateBasic
  1247. firstName=first_name
  1248. lastName=last_name
  1249. dob:date=dob
  1250. mcn=mcn
  1251. email=email
  1252. cellNumber=cell_number
  1253. memo=memo
  1254. SUB
  1255. dashboard
  1256. client_smses|client_sms|view|icon:comments
  1257. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1258. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1259. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1260. client_smses/view/{uid}
  1261. ACTIONS
  1262. assignIncomingSmsToClient
  1263. clientUid:record:client:uid,name_first
  1264. SUB
  1265. dashboard
  1266. client_documents|client_document|view|icon:file
  1267. !inc:@id,client,title,category,status,effective_date,provider,notes
  1268. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1269. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1270. client_documents/view/{uid}
  1271. ACTIONS
  1272. updateBasic
  1273. title:text
  1274. category:text
  1275. status:text
  1276. effectiveDate:date
  1277. provider:text
  1278. notes:text
  1279. SUB
  1280. dashboard
  1281. handouts|handout|add|view|icon:tablet-alt
  1282. handouts/add_new:create
  1283. internalName*
  1284. displayName*
  1285. tags
  1286. pdfFile:file
  1287. handouts/view/{uid}
  1288. ACTIONS
  1289. updateBasic
  1290. internalName*=internal_name
  1291. displayName*=display_name
  1292. tags=tags
  1293. SUB
  1294. dashboard
  1295. bdt_devices|bdt_device|add|view|icon:tablet-alt
  1296. bdt_devices/add_new:create
  1297. imei
  1298. category:select:BP,WEIGHT
  1299. memo
  1300. bdt_devices/view/{uid}
  1301. ACTIONS
  1302. deactivate
  1303. memo
  1304. reactivate
  1305. memo
  1306. update
  1307. imei=imei
  1308. category:select:BP,WEIGHT=category
  1309. memo=memo
  1310. SUB
  1311. dashboard
  1312. client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt
  1313. client_bdt_devices/add_new:create
  1314. clientUid*:record:client:uid,name_first
  1315. deviceUid*:record:bdt_device:uid,imei
  1316. instructions
  1317. internalMemo
  1318. status
  1319. statusMemo
  1320. client_bdt_devices/view/{uid}
  1321. ACTIONS
  1322. deactivate
  1323. memo
  1324. reactivate
  1325. memo
  1326. update
  1327. instructions=instructions
  1328. internalMemo=internal_memo
  1329. status=status
  1330. statusMemo=status_memo
  1331. SUB
  1332. dashboard
  1333. bdt_measurements|bdt_measurement|add|icon:tablet-alt
  1334. bdt_measurements/add_new:create
  1335. imei*
  1336. ts:text
  1337. batteryVoltage:text
  1338. signalStrength:text
  1339. valueTare:text
  1340. valueWeight:text
  1341. valueSystolic:text
  1342. valueDiastolic:text
  1343. valuePulse:text
  1344. valueUnit:text
  1345. valueIrregular:text
  1346. rssi:text
  1347. deviceId:text
  1348. stag_apps|stag_app|add|view|icon:tablet-alt
  1349. stag_apps/add_new:create
  1350. name*
  1351. url*:url
  1352. description
  1353. requiresAdmin:bool
  1354. stag_apps/view/{uid}
  1355. ACTIONS
  1356. deactivate
  1357. memo
  1358. reactivate
  1359. memo
  1360. update
  1361. name=name
  1362. url=url
  1363. description=description
  1364. requiresAdmin:bool
  1365. SUB
  1366. dashboard
  1367. stag_app_pro_access|stag_app_pro_access|view|icon:tablet-alt
  1368. stag_app_pro_access/view/{uid}
  1369. ACTIONS
  1370. deactivate
  1371. memo
  1372. reactivate
  1373. memo
  1374. updateMemo
  1375. memo=memo
  1376. SUB
  1377. dashboard
  1378. mb_practice|mb_practice|view|icon:tablet-alt
  1379. mb_practice/view/{uid}
  1380. ACTIONS
  1381. update
  1382. billingProviderTaxId=billing_provider_tax_id
  1383. billingProviderTaxIdType=billing_provider_tax_id_type
  1384. billingProviderEntity=billing_provider_entity
  1385. billingProviderPhoneNumber=billing_provider_phone_number
  1386. billingProviderOrganizationName=billing_provider_organization_name
  1387. billingProviderAddressStreetLine1=billing_provider_address_street_line1
  1388. billingProviderAddressStreetLine2=billing_provider_address_street_line2
  1389. billingProviderAddressCity=billing_provider_address_city
  1390. billingProviderAddressState=billing_provider_address_state
  1391. billingProviderAddressZip=billing_provider_address_zip
  1392. billingProviderNpi=billing_provider_npi
  1393. billingProviderTaxonomyCode=billing_provider_taxonomy_code
  1394. vendorApiKey=vendor_api_key
  1395. vendorApiBaseUrl=vendor_api_base_url
  1396. deactivate
  1397. memo
  1398. reactivate
  1399. memo
  1400. SUB
  1401. dashboard
  1402. mb_payer|mb_client|view|icon:tablet-alt
  1403. mb_payer/view/{uid}
  1404. mb_client|mb_client|view|icon:tablet-alt
  1405. mb_client/view/{uid}
  1406. mb_pro|mb_pro|view|icon:tablet-alt
  1407. mb_pro/view/{uid}
  1408. mb_claim|mb_claim|view|icon:tablet-alt
  1409. mb_claim/view/{uid}