tree.txt 63 KB

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  1. PRO
  2. # dashboard
  3. my_payment_schedule|pro_rate:pro_id=OWN|icon:dollar-sign
  4. !inc:code,as_hcp_or_ally,amount,earnings
  5. !col:code:Code
  6. !col:as_hcp_or_ally:Description (HCP/Ally)
  7. !col:amount:Amount
  8. !col:earnings:Earnings:select '- TODO -' as result
  9. clients|client|add|view|icon:user-injured
  10. !inc:@name_first,gender_identity,mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  11. !qry:pros:SELECT id, name_display FROM pro
  12. !col:name_first:First Name=>/clients/view/$uid/SUB_dashboard
  13. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  14. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  15. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  16. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  17. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  18. !col:name_display:Name
  19. !col:gender_identity:Gender
  20. clients/add_new:create
  21. !qry:pros:SELECT uid, name_display FROM pro
  22. mcpProUid:record:~pros:uid,name_display
  23. cmProUid:record:~pros:uid,name_display
  24. rmeProUid:record:~pros:uid,name_display
  25. rmmProUid:record:~pros:uid,name_display
  26. namePrefix
  27. nameFirst*
  28. nameMiddle
  29. nameLast*
  30. nameSuffix
  31. nameCredential
  32. genderIdentity:select:M,F
  33. dateOfBirth:date
  34. cellNumber:tel
  35. emailAddress:email
  36. medicareNumber
  37. clients/view/{uid}
  38. ACTIONS
  39. sendCellNumberConfirmationMessage
  40. confirmCellNumberWithConfirmationToken
  41. cellNumber*:tel=cell_number
  42. token*
  43. putNewCellNumber
  44. newCellNumber*:tel=cell_number
  45. putNewEmailAddress
  46. newEmailAddress*:email=email_address
  47. sendEmailAddressConfirmationMessage
  48. confirmEmailAddressWithConfirmationToken
  49. emailAddress*:email=email_address
  50. token*
  51. deactivate
  52. memo
  53. updateDeactivationMemo
  54. memo=deactivation_memo
  55. reactivate
  56. memo
  57. updateReactivationMemo
  58. memo=reactivation_memo
  59. editSource
  60. source*=source
  61. sourceMemo=source_memo
  62. sourceAt:date=source_at
  63. sourceDetail=source_detail
  64. sourceClientUid:record:client:uid,name_first
  65. sourceProUid:record:pro:uid,name_display
  66. sourceFacilityUid:record:facility:uid,name
  67. setIsDuplicateToTrue
  68. duplicateOfClientUid*:record:client:uid,name_first
  69. setIsDuplicateToFalse
  70. editName
  71. namePrefix=name_prefix
  72. nameFirst*=name_first
  73. nameMiddle=name_middle
  74. nameLast*=name_last
  75. nameSuffix=name_suffix
  76. nameCredential=name_credential
  77. nameNickname=name_nickname
  78. nameMaiden=name_maiden
  79. namePrevious=name_previous
  80. editDob
  81. dob:date=dob
  82. editDemographics
  83. sex:select:M,F=sex
  84. genderIdentity=gender_identity
  85. sexualOrientation=sexual_orientation
  86. isSexuallyActive:select:YES,NO,UKNOWN=is_sexually_active
  87. sexuallyActiveMemo=sexually_active_memo
  88. maritalStatus=marital_status
  89. editSpouse
  90. spouseRelationshipUid:record:relationship:uid,name_first
  91. editIntakeDetails
  92. intakeText*=intake_text
  93. intakeDetail=intake_detail
  94. editResponsibleParty
  95. isResponsiblePartySomeoneElse:select:YES,NO,UNKNOWN=is_responsible_party_someone_else
  96. responsiblePartyRelationshipUid:record:relationship:uid,name_first
  97. editEmergencyRelationship
  98. emergencyRelationshipUid:record:relationship:uid,name_first
  99. editFamilyInfo
  100. motherRelationshipUid:record:relationship:uid,name_first
  101. motherMaidenName=mother_maiden_name
  102. fatherRelationshipUid:record:relationship:uid,name_first
  103. numberOfSiblings:number=number_of_siblings
  104. birthOrder:number=birth_order
  105. isMultipleBirthMember:select:YES,NO,UNKNOWN=is_multiple_birth_member
  106. editContactDetails
  107. phoneHome=phone_home
  108. phoneMobile=phone_mobile
  109. phoneWork=phone_work
  110. phoneMemo=phone_memo
  111. emailPersonalPrimary=email_personal_primary
  112. emailPersonalSecondary=email_personal_secondary
  113. emailWorkPrimary=email_work_primary
  114. emailWorkSecondary=email_work_secondary
  115. sendRemindersByEmail:select:YES,NO,UKNOWN=send_reminders_by_email
  116. sendRemindersByText:select:YES,NO,UNKNOWN=send_reminders_by_text
  117. sendRemindersByPhone:select:YES,NO,UNKNOWN=send_reminders_by_phone
  118. editAddress
  119. isSameAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_address_for_home_and_mailing
  120. homeAddressLine1=home_address_line1
  121. homeAddressLine2=home_address_line2
  122. homeAddressCity=home_address_city
  123. homeAddressState=home_address_state
  124. homeAddressZip=home_address_zip
  125. homeAddressGeoLat:number=home_address_geo_lat
  126. homeAddressGeoLong:number=home_address_geo_long
  127. mailingAddressLine1=mailing_address_line1
  128. mailingAddressLine2=mailing_address_line2
  129. mailingAddressCity=mailing_address_city
  130. mailingAddressState=mailing_address_state
  131. mailingAddressZip=mailing_address_zip
  132. mailingAddressGeoLat:number=mailing_address_geo_lat
  133. mailingAddressGeoLong:number=mailing_address_geo_long
  134. hasSecondaryAddress:select:YES,NO,UNKNOWN_has_secondary_address
  135. reasonForSecondaryAddress=reason_for_secondary_address
  136. whenIsClientAtSecondaryAddress=when_is_client_at_secondary_address
  137. isSameSecondaryAddressForHomeAndMailing*:select:YES,NO,UNKNOWN=is_same_secondary_address_for_home_and_mailing
  138. secondaryHomeAddressLine1=secondary_home_address_line1
  139. secondaryHomeAddressLine2=secondary_home_address_line2
  140. secondaryHomeAddressCity=secondary_home_address_city
  141. secondaryHomeAddressState=secondary_home_address_state
  142. secondaryHomeAddressZip=secondary_home_address_zip
  143. secondaryHomeAddressGeoLat:number=secondary_home_address_geo_lat
  144. secondaryHomeAddressGeoLong:number=secondary_home_address_geo_long
  145. secondaryMailingAddressLine1=secondary_mailing_address_line1
  146. secondaryMailingAddressLine2=secondary_mailing_address_line2
  147. secondaryMailingAddressCity=secondary_mailing_address_city
  148. secondaryMailingAddressState=secondary_mailing_address_state
  149. secondaryMailingAddressZip=secondary_mailing_address_zip
  150. secondaryMailingAddressGeoLat:number=secondary_mailing_address_geo_lat
  151. secondaryMailingAddressGeoLong:number=secondary_mailing_address_geo_long
  152. editMiscDemographics
  153. citizenships=citizenships
  154. education=education
  155. birthCountry=birth_country
  156. birthState=birth_state
  157. birthCity=birth_city
  158. nationality=nationality
  159. religiousAffiliation=religious_affiliation
  160. religiousFacilityUid:record:facility:uid,name
  161. isOnSpecialDiet*:select:YES,NO,UNKNOWN=is_on_special_diet
  162. specialDietCategory=special_diet_category
  163. specialDietMemo=special_diet_memo
  164. preferredLanguage=preferred_language
  165. otherLanguages=other_languages
  166. englishLevel=english_level
  167. driverLicenseState=driver_license_state
  168. driverLicenseNumber=driver_license_number
  169. isHispanic*:select:YES,NO,UNKNOWN=is_hispanic
  170. isBlackOrAA*:select:YES,NO,UNKNOWN=is_black_oraa
  171. ethnicities=ethnicities
  172. race=race
  173. specificRaces=specific_races
  174. setIsDeceasedToTrue
  175. dateOfDeath:date
  176. timeOfDeath:time
  177. causeOfDeath
  178. setIsDeceasedToFalse
  179. editPharmacy
  180. pharmacy=pharmacy
  181. pharmacyFacilityUid:record:facility:uid,name
  182. editSsn
  183. ssn=ssn
  184. putMedicareInfo
  185. nameFirst*=name_first
  186. nameLast*=name_last
  187. dob*:date=dob
  188. mcn*=mcn
  189. removeMcn
  190. updateWebcamInfo
  191. hasWebcamDevice*:select:YES,NO,UNKNOWN=has_webcam_device
  192. webcamDevice=webcam_device
  193. putMcp
  194. mcpProUid*:record:pro:uid,name_display
  195. removeMcp
  196. updateMcpOnboardingVisitInfo
  197. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  198. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  199. mcpOnboardingVisitNoteUid:record:note:uid,title
  200. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  201. updateMcpOnboardingActiveInfo
  202. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  203. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  204. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  205. putMcpOnboardingPro
  206. mcpOnboardingProUid*:record:pro:uid,name_display
  207. removeMcpOnboardingPro
  208. acceptAssignmentAsMcpOnboardingPro
  209. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  210. rejectAssignmentAsMcpOnboardingPro
  211. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  212. updateMcpOnboardingProDecisionMemo
  213. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  214. updateMcpOnboardingStrategy
  215. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  216. updateNextMcpOnboardingAttempt
  217. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  218. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  219. putCmPro
  220. cmProUid*:record:pro:uid,name_display
  221. removeCmPro
  222. putRmePro
  223. rmeProUid*:record:pro:uid,name_display
  224. removeRmePro
  225. putRmmPro
  226. rmmProUid*:record:pro:uid,name_display
  227. removeRmmPro
  228. putRdPro
  229. rdProUid*:record:pro:uid,name_display
  230. removeRdPro
  231. updateMntEligibility
  232. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  233. numberOfMntHoursLeftThisYear:number=number_of_mnt_hours_left_this_year
  234. updateCmEligibility
  235. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  236. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  237. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  238. setIsEnrolledInCmToFalse
  239. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  240. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  241. setIsEnrolledInCmToTrue
  242. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  243. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  244. cmReason1*=cm_reason1
  245. cmReason2=cm_reason2
  246. updateCmReasons
  247. cmReason1*=cm_reason1
  248. cmReason2=cm_reason2
  249. updateRmReasons
  250. rmReason1*=rm_reason1
  251. rmReason2=rm_reason2
  252. updateCmEnrollmentConsentInfo
  253. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  254. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  255. updateWhyNotEnrolledInCm
  256. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  257. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  258. updateRmEligibility
  259. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  260. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  261. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  262. setIsEnrolledInRmToFalse
  263. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  264. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  265. setIsEnrolledInRmToTrue
  266. rmReason1*=rm_reason1
  267. rmReason2=rm_reason2
  268. updateWhyNotEnrolledInRm
  269. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  270. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  271. updateEquipmentInfo
  272. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  273. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  274. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  275. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  276. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  277. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  278. SUB
  279. dashboard:custom
  280. detail:dashboard
  281. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource
  282. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  283. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName
  284. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  285. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  286. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  287. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  288. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  289. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  290. !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/$uid/ACTION_editFamilyInfo
  291. !grp:Contact details:phone_home,phone_mobile,phone_work,phone_memo,email_personal_primary,email_personal_secondary,email_work_primary,email_work_secondary,send_reminders_by_email,send_reminders_by_text,send_reminders_by_phone:Edit contact details:circle=>/clients/view/$uid/ACTION_editContactDetails
  292. !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/$uid/ACTION_putNewCellNumber
  293. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Put new email address:circle=>/clients/view/$uid/ACTION_putNewEmailAddress
  294. !grp:Credentials:username
  295. !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/$uid/ACTION_editAddress
  296. !grp:Misc. Demographics:citizenships,education,birth_country,birth_state,birth_city,nationality,religious_affiliation,religious_facility_id,is_on_special_diet,special_diet_category,special_diet_memo,preferred_language,other_languages,english_level,driver_license_state,driver_license_number,is_hispanic,is_black_oraa,ethnicities,race,specific_races:Update misc. demographics:circle=>/clients/view/$uid/ACTION_editMiscDemographics
  297. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  298. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  299. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  300. !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_partbprimary,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/$uid/ACTION_putMedicareInfo
  301. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  302. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  303. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  304. !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
  305. !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
  306. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  307. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  308. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  309. !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/$uid/ACTION_updateRmEligibility
  310. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  311. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  312. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  313. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  314. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  315. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  316. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  317. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  318. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  319. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  320. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  321. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  322. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  323. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  324. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  325. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  326. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  327. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  328. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  329. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  330. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  331. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  332. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  333. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  334. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  335. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  336. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  337. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  338. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  339. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  340. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  341. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  342. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  343. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  344. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  345. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  346. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  347. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  348. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  349. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  350. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  351. !qry:pros:select id, name_display from pro
  352. !qry:facilities:select id, name from facility
  353. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  354. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  355. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  356. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  357. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  358. !col:dob:Date of Birth
  359. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  360. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  361. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  362. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  363. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  364. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  365. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  366. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  367. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  368. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  369. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  370. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  371. !nal:
  372. measurements
  373. id=measurement.client_id=>/measurements/view/UID
  374. !inc:label,value,effective_date
  375. add_new:measurement=>/measurements/view/UID
  376. clientUid:hidden=uid
  377. label
  378. value:number
  379. effectiveDate:date
  380. med_profile
  381. id=client_info_line.client_id=>/med_profiles/view/UID
  382. !inc:id,category,content_text,content_detail
  383. add_new:client_info_line=>/med_profile_lines/view/UID
  384. clientUid:hidden=uid
  385. category
  386. contentText
  387. contentDetail
  388. med_profile_log
  389. id=client_info_line_update.client_id=>/med_profiles/view/UID
  390. !inc:id,category,content_text,content_detail
  391. pro_access
  392. id=client_pro_access.client_id=>/pro_access/view/UID
  393. add_new:client_pro_access=>/pro_access/view/UID
  394. clientUid:hidden=uid
  395. proUid:record:pro:uid,name_display
  396. reasonCategory
  397. reasonMemo
  398. reasonDetail
  399. notes
  400. id=note.client_id=>/notes/view/UID
  401. !inc:uid,title
  402. add_new:note=>/notes/view/UID
  403. clientUid:hidden=uid
  404. hcpProUid:record:pro:uid,name_display
  405. allyProUid:record:pro:uid,name_display
  406. title
  407. effectiveDateEST:date
  408. effectiveTime:time
  409. reason1
  410. reason2
  411. reason3
  412. reason3Plus
  413. serviceLocation
  414. category
  415. contentText
  416. contentDetail
  417. relationships
  418. id=relationship.client_id=>/relationships/view/UID
  419. !inc:name_first,name_middle,name_last,email_address
  420. add_new:relationship=>/relationships/view/UID
  421. clientUid:hidden=uid
  422. relationshipToClient
  423. relationshipMemo
  424. namePrefix
  425. nameFirst
  426. nameMiddle
  427. nameLast
  428. nameSuffix
  429. nameMaiden
  430. namePrevious
  431. organizationName
  432. phoneHome
  433. phoneMobile
  434. phoneWork
  435. phoneMemo
  436. homeAddress
  437. mailingAddress
  438. emailAddress
  439. isHispanic:select:YES,NO,UNKNOWN
  440. isBlackOrAA:select:YES,NO,UNKNOWN
  441. ethnicities
  442. race
  443. specificRaces
  444. preferredLanguage
  445. otherLanguages
  446. englishLevel
  447. contactClientUid:record:client:uid,name_first
  448. care_months
  449. id=care_month.client_id=>/care_months/view/UID
  450. add_new:care_month
  451. clientUid:hidden=uid
  452. startMonth:number
  453. startYear:number
  454. care_month_entries
  455. id=care_month_entry.client_id=>/care_month_entries/view/UID
  456. !qry:pros:SELECT id, name_display FROM pro
  457. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  458. bills
  459. id=bill.client_id=>/bills/view/UID
  460. related_transactions
  461. id=pro_transaction.client_id=>/transactions/view/UID
  462. action_items
  463. id=action_item.client_id=>/action_items/view/UID
  464. add_new:action_item
  465. clientUid:hidden=uid
  466. prescriberProUid:record:pro:uid,name_display
  467. toFacilityUid:record:facility:uid,name
  468. contentText
  469. contentDetail
  470. erx
  471. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  472. add_new:action_item
  473. clientUid:hidden=uid
  474. prescriberProUid:record:pro:uid,name_display
  475. toFacilityUid:record:facility:uid,name
  476. contentText
  477. contentDetail
  478. mcp_updates
  479. id=client_mcp_update.client_id
  480. ally_updates
  481. id=client_ally_update.client_id
  482. audit_log
  483. notes|note|view|icon:file-alt
  484. !inc:effective_dateest,client_id,hcp_pro_id,ally_pro_id,reasons,is_signed_by_ally,is_signed_by_hcp,billed
  485. !qry:pros:SELECT id, name_display FROM pro
  486. !qry:clients:SELECT id, concat(name_first,name_last) as name_display FROM client
  487. !qry:reasons:SELECT id, concat(reason1,reason2) as result FROM note
  488. !col:effective_dateest:Date
  489. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  490. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  491. !col:ally_pro_id:Ally:~pros:name_display:id,=,$ally_pro_id:all
  492. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  493. !col:service_location:Location
  494. !col:category:Category
  495. !col:content_text:Content
  496. !col:is_signed_by_ally:Ally Signed?
  497. !col:is_signed_by_hcp:HCP Signed?
  498. !col:billed:Billed?:SELECT '-- TODO --' as result
  499. notes/view/{uid}
  500. ACTIONS
  501. signAsHcp
  502. SUB
  503. dashboard
  504. bills
  505. id=bill.note_id=>/bills/view/UID
  506. add_new:bill:createForNote
  507. noteUid:hidden=uid
  508. effectiveDate:date
  509. code
  510. reason1
  511. reason2
  512. reason3
  513. reason3Plus
  514. serviceLocation
  515. modifier
  516. numberOfUnits:number
  517. sections
  518. id=section.note_id=>/sections/view/UID
  519. !inc:summary_html,content_data
  520. relationships|relationship|view|icon:file-alt
  521. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  522. relationships/view/{uid}
  523. ACTIONS
  524. updateBasic
  525. relationshipToClient
  526. relationshipMemo
  527. namePrefix
  528. nameFirst
  529. nameMiddle
  530. nameLast
  531. nameSuffix
  532. nameMaiden
  533. namePrevious
  534. organizationName
  535. phoneHome
  536. phoneMobile
  537. phoneWork
  538. phoneMemo
  539. homeAddress
  540. mailingAddress
  541. emailAddress
  542. isHispanic:select:YES,NO,UNKNOWN
  543. isBlackOrAA:select:YES,NO,UNKNOWN
  544. ethnicities
  545. race
  546. specificRaces
  547. preferredLanguage
  548. otherLanguages
  549. englishLevel
  550. contactClientUid:record:client:uid,name_first
  551. SUB
  552. dashboard
  553. !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
  554. measurements|measurement|view|icon:file-alt
  555. !inc:id,client_id,label,value,effective_date
  556. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  557. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  558. measurements/view/{uid}
  559. ACTIONS
  560. updateBasic
  561. label=label
  562. value:number=value
  563. effectiveDate:date=effective_date
  564. remove
  565. SUB
  566. dashboard
  567. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  568. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  569. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  570. erx|action_item:action_item_category='RX'|view|icon:file-signature
  571. erx/view/{uid}
  572. ACTIONS
  573. signAsPrescriber
  574. updateToFacility
  575. toFacilityUid:record:facility:uid,name
  576. updateContent
  577. contentText=content_text
  578. contentDetail=content_detail
  579. updateStatus
  580. statusCategory:select:OPEN,CLOSED
  581. statusMemo
  582. efax
  583. toFaxNumber:tel
  584. SUB
  585. dashboard
  586. audit_log
  587. action_items|action_item|view|icon:tasks
  588. action_items/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. care_months|care_month|view|icon:calendar-plus
  605. care_months/view/{uid}
  606. ACTIONS
  607. assignMcpPro
  608. mcpProUid:record:pro:uid,name_display
  609. changeMcpPro
  610. mcpProUid:record:pro:uid,name_display
  611. removeMcpPro:if:mcp_pro_id
  612. assignCmPro
  613. cmProUid:record:pro:uid,name_display
  614. changeCmPro
  615. cmProUid:record:pro:uid,name_display
  616. removeCmPro:if:cm_pro_id
  617. assignRmePro
  618. rmeProUid:record:pro:uid,name_display
  619. changeRmePro
  620. rmeProUid:record:pro:uid,name_display
  621. removeRmePro:if:rme_pro_id
  622. assignRmmPro
  623. rmmProUid:record:pro:uid,name_display
  624. changeRmmPro
  625. rmmProUid:record:pro:uid,name_display
  626. removeRmmPro:if:rmm_pro_id
  627. updateCmReasons
  628. cmReason1*
  629. cmReason2
  630. updateRmReasons
  631. rmReason1*
  632. rmReason2
  633. setIsClientEnrolledInCmToTrue
  634. setIsClientEnrolledInCmToFalse
  635. updateWhyNotEnrolledInCm
  636. whyNotEnrolledInCmCategory
  637. whyNotEnrolledInCmMemo
  638. setIsClientEnrolledInRmToTrue
  639. setIsClientEnrolledInRmToFalse
  640. updateWhyNotEnrolledInRm
  641. whyNotEnrolledInRmCategory
  642. whyNotEnrolledInRmMemo
  643. generateBillForCm
  644. cmCode:select:CM20,CM30_HCP,CM60,CM90
  645. generateBillForRm
  646. rmCode:select:RM1,RM20,RM30,RM60
  647. setIsCmCanceledThisMonthToTrue
  648. updateWhyIsCmCanceledThisMonth
  649. setIsCmCanceledThisMonthToFalse
  650. setIsRmCanceledThisMonthToTrue
  651. updateWhyIsRmCanceledThisMonth
  652. setIsRmCanceledThisMonthToFalse
  653. setIsTmThisMonthToTrue
  654. setIsTmThisMonthToFalse
  655. SUB
  656. dashboard
  657. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  658. !qry:pros:SELECT id, name_display FROM pro
  659. !grp:Info:client_id,start_date
  660. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  661. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  662. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  663. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  664. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  665. !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
  666. !grp:Bills:cm_bill_id,rm_bill_id
  667. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  668. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  669. !grp:TM:is_tm_this_month
  670. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  671. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  672. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  673. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  674. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  675. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  676. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  677. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  678. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  679. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  680. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  681. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  682. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  683. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  684. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  685. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  686. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  687. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  688. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  689. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  690. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  691. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  692. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  693. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  694. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  695. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  696. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  697. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  698. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  699. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  700. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  701. !nal:
  702. # :: need remove
  703. cm_time_entries
  704. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  705. !inc:content_text,content_detail,time_in_seconds
  706. add_new:care_month_entry:createForCm
  707. careMonthUid:hidden=uid
  708. proUid:record:pro:uid,name_display
  709. effectiveDate:date
  710. timeInSeconds:number
  711. isTimeSpecific:bool
  712. startingTime:time
  713. endingTime:time
  714. contentText
  715. contentDetail
  716. # :: need remove
  717. rm_time_entries
  718. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  719. add_new:care_month_entry:createForRm
  720. careMonthUid:hidden=uid
  721. proUid:record:pro:uid,name_display
  722. effectiveDate:date
  723. timeInSeconds:number
  724. isTimeSpecific:bool
  725. startingTime:time
  726. endingTime:time
  727. contentText
  728. contentDetail
  729. bills
  730. id=bill.care_month_id=>/bills/view/UID
  731. audit_log
  732. care_month_entries|care_month_entry|view|icon:calendar-alt
  733. !qry:pros:SELECT id, name_display FROM pro
  734. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  735. care_month_entries/view/{uid}
  736. ACTIONS
  737. updateContent
  738. contentText
  739. contentDetail
  740. updateTiming
  741. effectiveDate:date
  742. timeInSeconds:number
  743. isTimeSpecific:bool
  744. startingTime:time
  745. endingTime:time
  746. remove
  747. SUB
  748. dashboard
  749. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  750. !qry:pros:select id, name_display from pro
  751. !grp:Info:cm_or_rm,client_id ,pro_id
  752. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  753. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  754. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  755. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  756. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  757. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  758. !nal:
  759. bills|bill|view|icon:file-invoice-dollar
  760. bills/view/{uid}
  761. ACTIONS
  762. payHcpAmount
  763. hcpPaymentAmount:number
  764. payHcpDifferentAmount
  765. differentHcpPaymentAmount:number
  766. payCmAmount
  767. cmPaymentAmount:number
  768. payCmDifferentAmount
  769. differentCmPaymentAmount:number
  770. payRmeAmount
  771. rmePaymentAmount:number
  772. payRmeDifferentAmount
  773. differentRmePaymentAmount:number
  774. payRmmAmount
  775. rmmPaymentAmount:number
  776. payRmmDifferentAmount
  777. differentRmmPaymentAmount:number
  778. signAsHcp
  779. signAsCm
  780. signAsRme
  781. signAsRmm
  782. markSubmitted
  783. markCancelled
  784. putCollectedAmount
  785. collectedAmount
  786. SUB
  787. dashboard
  788. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  789. !grp:Note:note_id,note_ally_id
  790. !grp:Care Month:care_month_id
  791. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  792. !grp:Service Location:service_location
  793. !grp:Reasons:reason1,reason2,reason3
  794. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  795. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  796. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  797. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  798. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  799. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  800. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  801. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  802. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  803. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  804. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  805. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  806. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  807. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  808. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  809. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  810. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  811. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  812. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  813. !nal:
  814. transactions
  815. id=pro_transaction.bill_id
  816. audit_log
  817. transactions|pro_transaction|icon:exchange-alt
  818. med_profile_lines|client_info_line|view|icon:window-restore
  819. med_profile_lines/view/{uid}
  820. ACTIONS
  821. remove
  822. removalMemo=removal_memo
  823. updateContent
  824. contentText=content_text
  825. contentDetail=content_detail
  826. SUB
  827. dashboard
  828. !grp:Med Profile Details:id,category,content_text,content_detail
  829. med_profile_line_updates|client_info_line_update|icon:window-restore
  830. pro_access|client_pro_access|view|icon:arrow-alt-circle-right
  831. pro_access/view/{uid}
  832. ACTIONS
  833. updateReason
  834. reasonCategory=reason_category
  835. reasonDetail=reason_detail
  836. deactivate
  837. memo
  838. updateDeactivationMemo
  839. memo=deactivation_memo
  840. reactivate
  841. memo
  842. updateReactivationMemo
  843. memo=reactivation_memo
  844. SUB
  845. dashboard
  846. !grp:Bill Details:id,created_at,type,uid,bill_service_type,cm_expected_payment_amount,cm_or_rm,cm_payment_amount,code,collected_amount,effective_date,has_cm_been_paid,has_hcp_been_paid,has_rme_been_paid,has_rmm_been_paid,hcp_expected_payment_amount,hcp_payment_amount,is_cancelled,is_signed_by_cm,is_signed_by_hcp,is_signed_by_rme,is_signed_by_rmm,is_submitted,marked_cancelled_at,marked_submitted_at,modifier,number_of_units,reason1,reason2,reason3,reason3plus,rme_expected_payment_amount,rme_payment_amount,rmm_expected_payment_amount,rmm_payment_amount,service_location,signed_by_cm_at,signed_by_hcp_at,signed_by_rme_at,signed_by_rmm_at,created_by_session_id,care_month_id,client_id,cm_payment_pro_transaction_id,cm_pro_id,hcp_payment_pro_transaction_id,hcp_pro_id,marked_cancelled_by_session_id,marked_submitted_by_session_id,note_id,note_ally_id,rme_payment_pro_transaction_id,rme_pro_id,rmm_payment_pro_transaction_id,rmm_pro_id,signed_by_cm_session_id,signed_by_hcp_session_id,signed_by_rme_session_id,signed_by_rmm_session_id
  847. mcp_updates|client_mcp_update|icon:user-edit
  848. ally_updates|client_ally_update|icon:user-edit
  849. # audit_log :: coming soon
  850. ADMIN
  851. # admin_dashboard
  852. facilities|facility|add|view|icon:temperature-low
  853. facilities/add_new:create
  854. name
  855. addressFull
  856. addressLine1
  857. addressLine2
  858. addressCity
  859. addressState
  860. addressZip
  861. addressCountry
  862. addressGeoLat:number
  863. addressGeoLong:number
  864. phone
  865. fax
  866. hours:number
  867. facilities/view/{uid}
  868. ACTIONS
  869. updateBasic
  870. name
  871. addressFull
  872. addressLine1
  873. addressLine2
  874. addressCity
  875. addressState
  876. addressZip
  877. addressCountry
  878. addressGeoLat
  879. addressGeoLong
  880. phone
  881. fax
  882. hours
  883. deactivate
  884. memo
  885. updateDeactivationMemo
  886. memo=deactivation_memo
  887. reactivate
  888. memo
  889. updateReactivationMemo
  890. memo=reactivation_memo
  891. SUB
  892. dashboard
  893. erx
  894. action_items
  895. audit_log
  896. pros|pro|add|view|icon:user-md
  897. !inc:@name_display,name_first,name_last
  898. col:name_display
  899. name_first
  900. name_last
  901. pros/add_new:create
  902. cellNumber*:tel
  903. emailAddress:email
  904. nameDisplay
  905. namePrefix
  906. nameFirst*
  907. nameMiddle
  908. nameLast*
  909. nameSuffix
  910. nameCredential
  911. isHcp:bool
  912. hcpNpi
  913. previousProfessionCategory
  914. currentProfessionCategory
  915. pros/view/{uid}
  916. ACTIONS
  917. sendCellNumberConfirmationMessage
  918. confirmCellNumberWithConfirmationToken
  919. cellNumber*:tel=cell_number
  920. token*
  921. putNewCellNumber
  922. newCellNumber*:tel=cell_number
  923. confirmEmailAddressWithConfirmationToken
  924. emailAddress*:email=email_address
  925. token*
  926. putNewEmailAddress
  927. newEmailAddress*:email=email_address
  928. updateName
  929. nameDisplay=name_display
  930. namePrefix=name_prefix
  931. nameFirst*=name_first
  932. nameMiddle=name_middle
  933. nameLast*=name_last
  934. nameSuffix=name_suffix
  935. nameCredential=name_credential
  936. updateProfession
  937. isHcp*:bool=is_hcp
  938. hcpNpi=hcp_npi
  939. previousProfessionCategory=previous_profession_category
  940. currentProfessionCategory=current_profession_category
  941. hcpCategory=hcp_category
  942. hcpSubcategory=hcp_subcategory
  943. updateEnrolledHcpInfo
  944. enrolledHcpCategory=enrolled_hcp_category
  945. enrolledHcpSubcategory=enrolled_hcp_subcategory
  946. enrolledHcpNpi=enrolled_hcp_npi
  947. putProfilePicture
  948. profilePictureBase64=profile_picture_base64
  949. updatePhoneInfo
  950. homePhoneNumber=home_phone_number
  951. workPhoneNumber=work_phone_number
  952. supporterPhoneNumber=supporter_phone_number
  953. supporterMemo=supporter_memo
  954. phoneNumbersMemo=phone_numbers_memo
  955. updateAddress
  956. mailingAddressLine1=mailing_address_line1
  957. mailingAddressLine2=mailing_address_line2
  958. mailingAddressCity=mailing_address_city
  959. mailingAddressState=mailing_address_state
  960. mailingAddressCountry=mailing_address_country
  961. mailingAddressZip=mailing_address_zip
  962. mailingAddressLat:number=mailing_address_lat
  963. mailingAddressLong:number=mailing_address_long
  964. homeAddressLine1=home_address_line1
  965. homeAddressLine2=home_address_line2
  966. homeAddressCity=home_address_city
  967. homeAddressState=home_address_state
  968. homeAddressCountry=home_address_country
  969. homeAddressZip=home_address_zip
  970. homeAddressLat:number=home_address_lat
  971. homeAddressLong:number=home_address_long
  972. updatePaymentProcessingDetail
  973. paymentProcessingDetail=payment_processing_detail
  974. uploadDriverLicense
  975. driverLicenseFilePath=driver_license_file_path
  976. updateDriverLicenseInfo
  977. driverLicenseState=driver_license_state
  978. driverLicenseIssueDate=driver_license_issue_date
  979. driverLicenseExpirationDate=driver_license_expiration_date
  980. updateSsn
  981. ssn=ssn
  982. # new actions from ProService.java
  983. sendEmailAddressConfirmationMessage
  984. setIsHcpToTrue
  985. setIsHcpToFalse
  986. setIsEnrolledAsHcpToTrue
  987. setIsEnrolledAsHcpToFalse
  988. setIsEnrolledAsMcpToTrue
  989. setIsEnrolledAsMcpToFalse
  990. setIsVideoVisitAssistantToTrue
  991. setIsVideoVisitAssistantToFalse
  992. removeProfilePicture
  993. updateW9Detail
  994. w9Detail=w9detail
  995. updateSignedContractPdf
  996. signedContractPdf=signed_contract_pdf
  997. setIsPaymentProcessingDetailCompleteToTrue
  998. setIsPaymentProcessingDetailCompleteToFalse
  999. setIsDriverLicenseCompleteToTrue
  1000. setIsDriverLicenseCompleteToFalse
  1001. setIsSsnCompleteToTrue
  1002. setIsSsnCompleteToFalse
  1003. SUB
  1004. dashboard
  1005. !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/$uid/ACTION_putNewCellNumber
  1006. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Update Email Address:circle=>/pros/view/$uid/ACTION_putNewEmailAddress
  1007. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1008. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1009. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1010. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1011. !grp:MCP Enrollment:is_enrolled_as_mcp
  1012. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1013. !grp:Address:mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_country,mailing_address_zip,mailing_address_lat,mailing_address_long,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_country,home_address_zip,home_address_lat,home_address_long:Update Address:circle=>/pros/view/$uid/ACTION_updateAddress
  1014. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1015. !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/$uid/ACTION_updateDriverLicenseInfo
  1016. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1017. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1018. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1019. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1020. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1021. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1022. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1023. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1024. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1025. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1026. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1027. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1028. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1029. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1030. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1031. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1032. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1033. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1034. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1035. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1036. !nal:
  1037. my_payment_schedule
  1038. id=pro_rate.pro_id=>/pro_rates/view/UID
  1039. !inc:@uid,code,amount,responsibility
  1040. add_new:pro_rate:create
  1041. proUid:hidden=uid
  1042. responsibility:select:HCP,NA,CM,RME,RMM
  1043. code:select:CM20,CM30_HCP,CM60,CM90,RM1,RM20,RM30,RM60
  1044. amount:number
  1045. clients
  1046. pro_access
  1047. mcp_updates
  1048. ally_updates
  1049. erx
  1050. action_items
  1051. care_months
  1052. care_month_entries
  1053. notes
  1054. bills
  1055. pro_transactions
  1056. sessions
  1057. audit_log
  1058. pro_rates|pro_rate|view|icon:funnel-dollar
  1059. pro_rates/view/{uid}
  1060. ACTIONS
  1061. updateAmount
  1062. newAmount:number=amount
  1063. SUB
  1064. dashboard
  1065. section_templates|section_template|add|icon:user-md
  1066. !inc:@title,internal_name
  1067. section_templates/add_new:create
  1068. title
  1069. internalName