tree.txt 73 KB

1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162116311641165116611671168116911701171117211731174117511761177117811791180118111821183118411851186118711881189119011911192119311941195119611971198119912001201120212031204120512061207120812091210121112121213121412151216121712181219122012211222122312241225122612271228122912301231123212331234123512361237123812391240124112421243124412451246124712481249125012511252125312541255125612571258125912601261126212631264126512661267126812691270127112721273127412751276127712781279128012811282128312841285128612871288128912901291129212931294129512961297129812991300130113021303130413051306130713081309131013111312131313141315131613171318131913201321132213231324132513261327132813291330133113321333133413351336133713381339134013411342134313441345134613471348134913501351135213531354135513561357
  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. updateMcpOnboardingVisitInfo
  201. hasMcpDoneOnboardingVisit*:select:YES,NO,UNKNOWN=has_mcp_done_onboarding_visit
  202. mcpOnboardingVisitDate*:date=mcp_onboarding_visit_date
  203. mcpOnboardingVisitNoteUid:record:note:uid,title
  204. reasonOnboardingVisitNoteOutsideSystem=reason_onboarding_visit_note_outside_system
  205. updateMcpOnboardingActiveInfo
  206. isMcpOnboardingActive*:select:YES,NO,UNKNOWN=is_mcp_onboarding_active
  207. whyIsMcpOnboardingNotActiveCategory=why_is_mcp_onboarding_not_active_category
  208. whyIsMcpOnboardingNotActiveMemo=why_is_mcp_onboarding_not_active_memo
  209. putMcpOnboardingPro
  210. mcpOnboardingProUid*:record:pro:uid,name_display
  211. removeMcpOnboardingPro
  212. acceptAssignmentAsMcpOnboardingPro
  213. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  214. rejectAssignmentAsMcpOnboardingPro
  215. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  216. updateMcpOnboardingProDecisionMemo
  217. mcpOnboardingProDecisionMemo=mcp_onboarding_pro_decision_memo
  218. updateMcpOnboardingStrategy
  219. mcpOnboardingStrategy:select:PHONE,IN_PERSON=mcp_onboarding_strategy
  220. updateNextMcpOnboardingAttempt
  221. nextMcpOnboardingAttemptDateEst*:date=next_mcp_onboarding_attempt_date_est
  222. nextMcpOnboardingAttemptTimeEst*:time=next_mcp_onboarding_attempt_time_est
  223. putCmPro
  224. cmProUid*:record:pro:uid,name_display
  225. removeCmPro
  226. putRmePro
  227. rmeProUid*:record:pro:uid,name_display
  228. removeRmePro
  229. putRmmPro
  230. rmmProUid*:record:pro:uid,name_display
  231. removeRmmPro
  232. putRdPro
  233. rdProUid*:record:pro:uid,name_display
  234. removeRdPro
  235. updateMntEligibility
  236. isEligibleForMnt*:select:YES,NO,UNKNOWN=eligible_for_mnt
  237. numberOfMntHoursLeftThisYear:text=number_of_mnt_hours_left_this_year
  238. updateCmEligibility
  239. isEligibleForCm*:select:YES:NO:UNKNOWN=is_eligible_for_cm
  240. whyNotEligibleForCmCategory=why_not_eligible_for_cm_category
  241. whyNotEligibleForCmMemo=why_not_eligible_for_cm_memo
  242. setIsEnrolledInCmToFalse
  243. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  244. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  245. setIsEnrolledInCmToTrue
  246. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  247. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  248. cmReason1*=cm_reason1
  249. cmReason2=cm_reason2
  250. updateCmReasons
  251. cmReason1*=cm_reason1
  252. cmReason2=cm_reason2
  253. updateRmReasons
  254. rmReason1*=rm_reason1
  255. rmReason2=rm_reason2
  256. updateCmEnrollmentConsentInfo
  257. cmEnrollmentConsentMethod=cm_enrollment_consent_method
  258. cmEnrollmentConsentMethodMemo=cm_enrollment_consent_method_memo
  259. updateWhyNotEnrolledInCm
  260. whyNotEnrolledInCmCategory=why_not_enrolled_in_cm_category
  261. whyNotEnrolledInCmMemo=why_not_enrolled_in_cm_memo
  262. updateRmEligibility
  263. isEligibleForRm*:select:YES:NO:UNKNOWN=is_eligible_for_rm
  264. whyNotEligibleForRmCategory=why_not_eligible_for_rm_category
  265. whyNotEligibleForRmMemo=why_not_eligible_for_rm_memo
  266. setIsEnrolledInRmToFalse
  267. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  268. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  269. setIsEnrolledInRmToTrue
  270. rmReason1*=rm_reason1
  271. rmReason2=rm_reason2
  272. updateWhyNotEnrolledInRm
  273. whyNotEnrolledInRmCategory=why_not_enrolled_in_rm_category
  274. whyNotEnrolledInRmMemo=why_not_enrolled_in_rm_memo
  275. updateEquipmentInfo
  276. isEquipmentAwaitingSetup*:select:YES,NO,UNKNOWN=is_equipment_awaiting_setup
  277. whatEquipmentIsAwaitingSetup:text=what_equipment_is_awaiting_setup
  278. isEquipmentSetupCompleted*:select:YES,NO,UNKNOWN=is_equipment_setup_completed
  279. whatEquipmentSetupIsCompleted:text=what_equipment_setup_is_completed
  280. isEquipmentServiceNeeded*:select:YES,NO,UNKNOWN=is_equipment_service_needed
  281. whatEquipmentServiceIsNeeded:text=what_equipment_service_is_needed
  282. SUB
  283. dashboard:custom
  284. detail:dashboard
  285. !grp:Source:source,source_memo,source_at,source_detail,source_client_id,source_pro_id,source_facility_id:Update source:circle=>/clients/view/$uid/ACTION_editSource
  286. !grp:Duplicate:is_duplicate,duplicate_of_client_id
  287. !grp:Name:name_prefix,name_first,name_middle,name_last,name_suffix,name_credential,name_nickname,name_maiden,name_previous:Edit name:circle=>/clients/view/$uid/ACTION_editName
  288. !grp:Dob:dob:Edit DOB:circle=>/clients/view/$uid/ACTION_editDob
  289. !grp:Demographics:sex,gender_identity,sexual_orientation,is_sexually_active,sexually_active_memo,marital_status:Edit demographics:circle=>/clients/view/$uid/ACTION_editDemographics
  290. !grp:Spouse:spouse_relationship_id:Edit spouse:circle=>/clients/view/$uid/ACTION_editSpouse
  291. !grp:Intake:intake_text,intake_detail:Edit intake details:circle=>/clients/view/$uid/ACTION_editIntakeDetails
  292. !grp:Responsible party:is_responsible_party_someone_else,responsible_party_relationship_id:Edit responsible party:circle=>/clients/view/$uid/ACTION_editResponsibleParty
  293. !grp:Emergency relationship:emergency_relationship_id:Edit emergency relationship:circle=>/clients/view/$uid/ACTION_editEmergencyRelationship
  294. !grp:Family:mother_relationship_id,mother_maiden_name,father_relationship_id,number_of_siblings,birth_order,is_multiple_birth_member:Edit family info:circle=>/clients/view/$uid/ACTION_editFamilyInfo
  295. !grp:Contact details:phone_home,phone_mobile,phone_work,phone_memo,email_personal_primary,email_personal_secondary,email_work_primary,email_work_secondary,send_reminders_by_email,send_reminders_by_text,send_reminders_by_phone:Edit contact details:circle=>/clients/view/$uid/ACTION_editContactDetails
  296. !grp:Cell number:cell_number,is_cell_number_confirmation_pending ,cell_number_confirmation_token,is_cell_number_confirmed ,cell_number_confirmed_at:Put new cell number:circle=>/clients/view/$uid/ACTION_putNewCellNumber
  297. !grp:Email Address:email_address,is_email_address_confirmation_pending,email_address_confirmation_token,is_email_address_confirmed,email_address_confirmed_at:Put new email address:circle=>/clients/view/$uid/ACTION_putNewEmailAddress
  298. !grp:Credentials:username
  299. !grp:Address:is_same_address_for_home_and_mailing,home_address_line1,home_address_line2,home_address_city,home_address_state,home_address_zip,home_address_geo_lat,home_address_geo_long,mailing_address_line1,mailing_address_line2,mailing_address_city,mailing_address_state,mailing_address_zip,mailing_address_geo_lat,mailing_address_geo_long,has_secondary_address,reason_for_secondary_address,when_is_client_at_secondary_address,is_same_secondary_address_for_home_and_mailing,secondary_home_address_line1,secondary_home_address_line2,secondary_home_address_city,secondary_home_address_state,secondary_home_address_zip,secondary_home_address_geo_lat,secondary_home_address_geo_long,secondary_mailing_address_line1,secondary_mailing_address_line2,secondary_mailing_address_city,secondary_mailing_address_state,secondary_mailing_address_zip,secondary_mailing_address_geo_lat,secondary_mailing_address_geo_long:Edit address:circle=>/clients/view/$uid/ACTION_editAddress
  300. !grp:Misc. Demographics:citizenships,education,birth_country,birth_state,birth_city,nationality,religious_affiliation,religious_facility_id,is_on_special_diet,special_diet_category,special_diet_memo,preferred_language,other_languages,english_level,driver_license_state,driver_license_number,is_hispanic,is_black_oraa,ethnicities,race,specific_races:Update misc. demographics:circle=>/clients/view/$uid/ACTION_editMiscDemographics
  301. !grp:Deceased:is_deceased,date_and_time_of_death,cause_of_death
  302. !grp:Pharmacy:pharmacy,pharmacy_facility_id:Edit pharmancy:circle=>/clients/view/$uid/ACTION_editPharmacy
  303. !grp:SSN:ssn:Edit SSN:circle=>/clients/view/$uid/ACTION_editSsn
  304. !grp:MCN:mcn,was_medicare_validation_successful,is_mcn_valid_number,mcn_address_street_line1,mcn_address_street_line2,mcn_address_city,mcn_address_state,mcn_address_zip,is_part_b_primary,is_hospice,mcn_response_detail,billing_address,reason_not_partb,reason_not_partbmemo,is_medicare_advantage,medicare_advantage_plan,mcn_reject_reason_code,mcn_reject_reason_description,mcn_follow_up_action_code,mcn_follow_up_action_description,mcn_error_details:Put MSN:circle=>/clients/view/$uid/ACTION_putMedicareInfo
  305. !grp:Webcam:has_webcam_device,webcam_device:Update webcam info:circle=>/clients/view/$uid/ACTION_updateWebcamInfo
  306. !grp:MCP:mcp_pro_id:Put MCP:circle=>/clients/view/$uid/ACTION_putMcp
  307. !grp:MCP Visit:has_mcp_done_onboarding_visit,mcp_onboarding_visit_date,mcp_onboarding_visit_note_id,reason_onboarding_visit_note_outside_system,is_mcp_onboarding_active,why_is_mcp_onboarding_not_active_category,why_is_mcp_onboarding_not_active_memo:Update source:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingVisitInfo
  308. !grp:MCP Onboarding Pro:mcp_onboarding_pro_id,has_mcp_onboarding_pro_accepted_assignment,mcp_onboarding_pro_decision_to_accept_assignment_at,mcp_onboarding_pro_decision_memo
  309. !grp:Onboarding Strategy:mcp_onboarding_strategy,next_mcp_onboarding_attempt_date_est,next_mcp_onboarding_attempt_time_est,number_of_mcp_onboarding_phone_calls,number_of_mcp_onboarding_in_person_visits
  310. !grp:Other Key Pros:cm_pro_id,rme_pro_id,rmm_pro_id,rd_pro_id
  311. !grp:MNT Eligibility:eligible_for_mnt,number_of_mnt_hours_left_this_year:Update MNT Eligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  312. !grp:CM Enrollment:is_eligible_for_cm,why_not_eligible_for_cm_category,why_not_eligible_for_cm_memo,is_enrolled_in_cm,cm_reason1,cm_reason2,cm_enrollment_consent_method,cm_enrollment_consent_method_memo,why_not_enrolled_in_cm_category,why_not_enrolled_in_cm_memo:Update CM Eligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  313. !grp:RM Enrollment:is_eligible_for_rm,why_not_eligible_for_rm_category,why_not_eligible_for_rm_memo,is_enrolled_in_rm,rm_reason1,rm_reason2,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  314. !grp:Equipment:is_equipment_awaiting_setup,what_equipment_is_awaiting_setup,is_equipment_setup_completed,what_equipment_setup_is_completed,is_equipment_service_needed,what_equipment_service_is_needed:Update equipment info:circle=>/clients/view/$uid/ACTION_updateEquipmentInfo
  315. !act:is_duplicate:Set as duplicate of:circle:if-not:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToTrue
  316. !act:is_duplicate:Set as not duplicate:circle:if:is_duplicate=>/clients/view/$uid/ACTION_setIsDuplicateToFalse
  317. !act:is_deceased:setIsDeseasedToTrue:circle=>/clients/view/$uid/ACTION_setIsDeceasedToTrue
  318. !act:is_deceased:setIsDeseasedToFalse:circle=>/clients/view/$uid/ACTION_setIsDeceasedToFalse
  319. !act:cell_number:sendCellNumberConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendCellNumberConfirmationMessage
  320. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  321. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/clients/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  322. !act:email_address:confirmEmailAddressWithConfirmationToken:circle=>/clients/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  323. !act:mcn:removeMcn:circle=>/clients/view/$uid/ACTION_removeMcn
  324. !act:mcp_pro_id:putMcp:circle=>/clients/view/$uid/ACTION_putMcp
  325. !act:mcp_pro_id:removeMcp:circle=>/clients/view/$uid/ACTION_removeMcp
  326. !act:mcp_onboarding_pro_id:putMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_putMcpOnboardingPro
  327. !act:mcp_onboarding_pro_id:removeMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_removeMcpOnboardingPro
  328. !act:has_mcp_onboarding_pro_accepted_assignment:acceptAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_acceptAssignmentAsMcpOnboardingPro
  329. !act:has_mcp_onboarding_pro_accepted_assignment:rejectAssignmentAsMcpOnboardingPro:circle=>/clients/view/$uid/ACTION_rejectAssignmentAsMcpOnboardingPro
  330. !act:mcp_onboarding_pro_decision_memo:updateMcpOnboardingProDecisionMemo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingProDecisionMemo
  331. !act:cm_pro_id:putCmPro:circle=>/clients/view/$uid/ACTION_putCmPro
  332. !act:cm_pro_id:removeCmPro:circle=>/clients/view/$uid/ACTION_removeCmPro
  333. !act:rme_pro_id:putRmePro:circle=>/clients/view/$uid/ACTION_putRmePro
  334. !act:rme_pro_id:removeRmePro:circle=>/clients/view/$uid/ACTION_removeRmePro
  335. !act:rmm_pro_id:putRmmPro:circle=>/clients/view/$uid/ACTION_putRmmPro
  336. !act:rmm_pro_id:removeRmmPro:circle=>/clients/view/$uid/ACTION_removeRmmPro
  337. !act:rd_pro_id:putRdPro:circle=>/clients/view/$uid/ACTION_putRdPro
  338. !act:rd_pro_id:removeRdPro:circle=>/clients/view/$uid/ACTION_removeRdPro
  339. !act:eligible_for_mnt:updateMntEligibility:circle=>/clients/view/$uid/ACTION_updateMntEligibility
  340. !act:eligible_for_cm:updateCmEligibility:circle=>/clients/view/$uid/ACTION_updateCmEligibility
  341. !act:is_enrolled_in_cm:setIsEnrolledInCmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToFalse
  342. !act:is_enrolled_in_cm:setIsEnrolledInCmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInCmToTrue
  343. !act:cm_reason1:updateCmReasons:circle=>/clients/view/$uid/ACTION_updateCmReasons
  344. !act:cm_enrollment_consent_method:updateCmEnrollmentConsentInfo:circle=>/clients/view/$uid/ACTION_updateCmEnrollmentConsentInfo
  345. !act:cm_enrollment_consent_method:updateWhyNotEnrolledInCm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInCm
  346. !act:is_eligible_for_rm:updateRmEligibility:circle=>/clients/view/$uid/ACTION_updateRmEligibility
  347. !act:is_enrolled_in_rm:setIsEnrolledInRmToFalse:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToFalse
  348. !act:is_enrolled_in_rm:setIsEnrolledInRmToTrue:circle=>/clients/view/$uid/ACTION_setIsEnrolledInRmToTrue
  349. !act:rm_reason1:updateRmReasons:circle=>/clients/view/$uid/ACTION_updateRmReasons
  350. !act:why_not_enrolled_in_rm_category:updateWhyNotEnrolledInRm:circle=>/clients/view/$uid/ACTION_updateWhyNotEnrolledInRm
  351. !act:is_mcp_onboarding_active:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingActiveInfo
  352. !act:is_mcp_onboarding_strategy:updateMcpOnboardingActiveInfo:circle=>/clients/view/$uid/ACTION_updateMcpOnboardingStrategy
  353. !act:next_mcp_onboarding_attempt_date_est:updateNextMcpOnboardingAttempt:circle=>/clients/view/$uid/ACTION_updateNextMcpOnboardingAttempt
  354. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  355. !qry:pros:select id, name_display from pro
  356. !qry:facilities:select id, name from facility
  357. !qry:relationships:select id, concat(name_first, ' - ', relationship_to_client) as name_display from relationship
  358. !col:source_client_id:Source Client:~clients:name_display:id,=,$source_client_id:all
  359. !col:source_pro_id:Source Pro:~pros:name_display:id,=,$source_pro_id:all
  360. !col:source_facility_id:Source Facility:~facilities:name:id,=,$source_facility_id:all
  361. !col:duplicate_of_client_id:Duplicate of Client:~clients:name_display:id,=,$duplicate_of_client_id:all
  362. !col:dob:Date of Birth
  363. !col:spouse_relationship_id:Spouse Relationship:~relationships:name_display:id,=,$spouse_relationship_id:all
  364. !col:responsible_party_relationship_id:Responsible Party Relationship:~relationships:name_display:id,=,$responsible_party_relationship_id:all
  365. !col:emergency_relationship_id:Emergency Relationship:~relationships:name_display:id,=,$emergency_relationship_id:all
  366. !col:mother_relationship_id:Mother Relationship:~relationships:name_display:id,=,$mother_relationship_id:all
  367. !col:father_relationship_id:Father Relationship:~relationships:name_display:id,=,$father_relationship_id:all
  368. !col:pharmacy_facility_id:Pharmacy Facility:~facilities:name:id,=,$pharmacy_facility_id:all
  369. !col:mcp_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_pro_id:all
  370. !col:mcp_onboarding_pro_id:MCP Pro:~pros:name_display:id,=,$mcp_onboarding_pro_id:all
  371. !col:cm_pro_id:CM Pro:~pros:name_display:id,=,$cm_pro_id:all
  372. !col:rme_pro_id:RME Pro:~pros:name_display:id,=,$rme_pro_id:all
  373. !col:rmm_pro_id:RMM Pro:~pros:name_display:id,=,$rmm_pro_id:all
  374. !col:rd_pro_id:RD Pro:~pros:name_display:id,=,$rd_pro_id:all
  375. !nal:
  376. measurements
  377. id=measurement.client_id=>/measurements/view/UID
  378. !inc:label,value,effective_date
  379. add_new:measurement=>/measurements/view/UID
  380. clientUid:hidden=uid
  381. label
  382. value:text
  383. effectiveDate:date
  384. med_profile
  385. id=client_info_line.client_id=>/med_profiles/view/UID
  386. !inc:id,category,content_text,content_detail
  387. add_new:client_info_line=>/med_profile_lines/view/UID
  388. clientUid:hidden=uid
  389. category
  390. contentText
  391. contentDetail
  392. med_profile_log
  393. id=client_info_line_update.client_id=>/med_profiles/view/UID
  394. !inc:id,category,content_text,content_detail
  395. pro_access
  396. id=client_pro_access.client_id=>/client_pro_access/view/UID
  397. add_new:client_pro_access=>/client_pro_access/view/UID
  398. clientUid:hidden=uid
  399. proUid:record:pro:uid,name_display
  400. reasonCategory
  401. reasonMemo
  402. reasonDetail
  403. notes
  404. id=note.client_id=>/notes/view/UID
  405. !inc:uid,title
  406. add_new:note=>/notes/view/UID
  407. clientUid:hidden=uid
  408. hcpProUid:record:pro:uid,name_display
  409. title
  410. effectiveDateEST:date
  411. effectiveTime:time
  412. reason1
  413. reason2
  414. reason3
  415. reason3Plus
  416. serviceLocation
  417. category
  418. contentText
  419. contentDetail
  420. relationships
  421. id=relationship.client_id=>/relationships/view/UID
  422. !inc:name_first,name_middle,name_last,email_address
  423. add_new:relationship=>/relationships/view/UID
  424. clientUid:hidden=uid
  425. relationshipToClient
  426. relationshipMemo
  427. namePrefix
  428. nameFirst
  429. nameMiddle
  430. nameLast
  431. nameSuffix
  432. nameMaiden
  433. namePrevious
  434. organizationName
  435. phoneHome
  436. phoneMobile
  437. phoneWork
  438. phoneMemo
  439. homeAddress
  440. mailingAddress
  441. emailAddress
  442. isHispanic:select:YES,NO,UNKNOWN
  443. isBlackOrAA:select:YES,NO,UNKNOWN
  444. ethnicities
  445. race
  446. specificRaces
  447. preferredLanguage
  448. otherLanguages
  449. englishLevel
  450. contactClientUid:record:client:uid,name_first
  451. care_months
  452. id=care_month.client_id=>/care_months/view/UID
  453. add_new:care_month
  454. clientUid:hidden=uid
  455. startMonth:text
  456. startYear:text
  457. care_month_entries
  458. id=care_month_entry.client_id=>/care_month_entries/view/UID
  459. !qry:pros:SELECT id, name_display FROM pro
  460. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  461. bills
  462. id=bill.client_id=>/bills/view/UID
  463. related_transactions
  464. id=pro_transaction.client_id=>/transactions/view/UID
  465. action_items
  466. id=action_item.client_id=>/action_items/view/UID
  467. add_new:action_item
  468. clientUid:hidden=uid
  469. prescriberProUid:record:pro:uid,name_display
  470. toFacilityUid:record:facility:uid,name
  471. contentText
  472. contentDetail
  473. erx
  474. id=action_item.client_id,action_item_category='RX'=>/action_items/view/UID
  475. add_new_erx:action_item
  476. clientUid:hidden=uid
  477. prescriberProUid:record:pro:uid,name_display
  478. toFacilityUid:record:facility:uid,name
  479. contentText
  480. contentDetail
  481. mcp_updates
  482. id=client_mcp_update.client_id
  483. client_sms
  484. id=client_sms.client_id
  485. !inc:id,from_number, to_number, body, created_at
  486. client_sms_numbers
  487. id=client_sms_number.client_id
  488. !inc:id,sms_number
  489. client_documents
  490. id=client_document.client_id=>/client_documents/view/UID
  491. !inc:id,title,category,status,effective_date,provider,notes,file_name
  492. add_new:client_document
  493. clientUid:hidden=uid
  494. title
  495. category
  496. status
  497. effectiveDate:date
  498. provider
  499. notes
  500. file:file
  501. audit_log
  502. bdt_devices
  503. id=client_bdt_device.client_id=>/client_bdt_devices/view/UID
  504. add_new:client_bdt_device
  505. clientUid:hidden=uid
  506. deviceUid*:record:bdt_device:uid,imei
  507. instructions
  508. internalMemo
  509. status
  510. statusMemo
  511. device_measurements
  512. id=client_bdt_measurement.client_id
  513. notes|note|view|icon:file-alt
  514. !inc:effective_dateest,client_id,hcp_pro_id,reasons,is_signed_by_hcp,billed
  515. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  516. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  517. !qry:reasons:SELECT id, concat(reason1, reason2) as result FROM note
  518. !col:effective_dateest:Date
  519. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  520. !col:hcp_pro_id:HCP:~pros:name_display:id,=,$hcp_pro_id:all
  521. !col:reasons:Reason(s):~reasons:result:id,=,$id:all
  522. !col:service_location:Location
  523. !col:category:Category
  524. !col:content_text:Content
  525. !col:is_signed_by_hcp:HCP Signed?
  526. !col:billed:Billed?:SELECT '-- TODO --' as result
  527. notes/view/{uid}
  528. ACTIONS
  529. signAsHcp
  530. SUB
  531. dashboard
  532. bills
  533. id=bill.note_id=>/bills/view/UID
  534. add_new:bill:createForNote
  535. noteUid:hidden=uid
  536. effectiveDate:date
  537. code
  538. reason1
  539. reason2
  540. reason3
  541. reason3Plus
  542. serviceLocation
  543. modifier
  544. numberOfUnits:text
  545. sections
  546. id=section.note_id=>/sections/view/UID
  547. !inc:summary_html,content_data
  548. relationships|relationship|view|icon:file-alt
  549. !inc:id,name_first,name_last,name_maiden,name_middle,name_prefix,name_previous,name_suffix
  550. relationships/view/{uid}
  551. ACTIONS
  552. updateBasic
  553. relationshipToClient
  554. relationshipMemo
  555. namePrefix
  556. nameFirst
  557. nameMiddle
  558. nameLast
  559. nameSuffix
  560. nameMaiden
  561. namePrevious
  562. organizationName
  563. phoneHome
  564. phoneMobile
  565. phoneWork
  566. phoneMemo
  567. homeAddress
  568. mailingAddress
  569. emailAddress
  570. isHispanic:select:YES,NO,UNKNOWN
  571. isBlackOrAA:select:YES,NO,UNKNOWN
  572. ethnicities
  573. race
  574. specificRaces
  575. preferredLanguage
  576. otherLanguages
  577. englishLevel
  578. contactClientUid:record:client:uid,name_first
  579. SUB
  580. dashboard
  581. !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
  582. measurements|measurement|view|icon:file-alt
  583. !inc:id,client_id,label,value,effective_date
  584. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  585. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  586. measurements/view/{uid}
  587. ACTIONS
  588. updateBasic
  589. label=label
  590. value:text=value
  591. effectiveDate:date=effective_date
  592. remove
  593. SUB
  594. dashboard
  595. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  596. !grp:Measurement details:client_id,label,value,effective_date,is_removed
  597. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  598. erx|action_item:action_item_category='RX'|view|icon:file-signature
  599. erx/view/{uid}
  600. ACTIONS
  601. signAsPrescriber
  602. updateToFacility
  603. toFacilityUid:record:facility:uid,name
  604. updateContent
  605. contentText=content_text
  606. contentDetail=content_detail
  607. updateStatus
  608. statusCategory:select:OPEN,CLOSED
  609. statusMemo
  610. efax
  611. toFaxNumber:tel
  612. SUB
  613. dashboard
  614. audit_log
  615. action_items|action_item|view|icon:tasks
  616. action_items/view/{uid}
  617. ACTIONS
  618. signAsPrescriber
  619. updateToFacility
  620. toFacilityUid:record:facility:uid,name
  621. updateContent
  622. contentText=content_text
  623. contentDetail=content_detail
  624. updateStatus
  625. statusCategory:select:OPEN,CLOSED
  626. statusMemo
  627. efax
  628. toFaxNumber:tel
  629. SUB
  630. dashboard
  631. audit_log
  632. care_months|care_month|view|icon:calendar-plus
  633. care_months/view/{uid}
  634. ACTIONS
  635. assignMcpPro
  636. mcpProUid:record:pro:uid,name_display
  637. changeMcpPro
  638. mcpProUid:record:pro:uid,name_display
  639. removeMcpPro:if:mcp_pro_id
  640. assignCmPro
  641. cmProUid:record:pro:uid,name_display
  642. changeCmPro
  643. cmProUid:record:pro:uid,name_display
  644. removeCmPro:if:cm_pro_id
  645. assignRmePro
  646. rmeProUid:record:pro:uid,name_display
  647. changeRmePro
  648. rmeProUid:record:pro:uid,name_display
  649. removeRmePro:if:rme_pro_id
  650. assignRmmPro
  651. rmmProUid:record:pro:uid,name_display
  652. changeRmmPro
  653. rmmProUid:record:pro:uid,name_display
  654. removeRmmPro:if:rmm_pro_id
  655. updateCmReasons
  656. cmReason1*
  657. cmReason2
  658. updateRmReasons
  659. rmReason1*
  660. rmReason2
  661. setIsClientEnrolledInCmToTrue
  662. setIsClientEnrolledInCmToFalse
  663. updateWhyNotEnrolledInCm
  664. whyNotEnrolledInCmCategory
  665. whyNotEnrolledInCmMemo
  666. setIsClientEnrolledInRmToTrue
  667. setIsClientEnrolledInRmToFalse
  668. updateWhyNotEnrolledInRm
  669. whyNotEnrolledInRmCategory
  670. whyNotEnrolledInRmMemo
  671. generateBillForCm
  672. cmCode:select:CM20,CM30_HCP,CM60,CM90
  673. generateBillForRm
  674. rmCode:select:RM1,RM20,RM30,RM60
  675. setIsCmCanceledThisMonthToTrue
  676. updateWhyIsCmCanceledThisMonth
  677. setIsCmCanceledThisMonthToFalse
  678. setIsRmCanceledThisMonthToTrue
  679. updateWhyIsRmCanceledThisMonth
  680. setIsRmCanceledThisMonthToFalse
  681. setIsTmThisMonthToTrue
  682. setIsTmThisMonthToFalse
  683. SUB
  684. dashboard
  685. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  686. !qry:pros:SELECT id, name_display FROM pro
  687. !grp:Info:client_id,start_date
  688. !grp:Pros:mcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id,has_mcp_done_em_visit
  689. !grp:Reasons:cm_reason1,cm_reason2,rm_reason1,rm_reason2
  690. !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/$uid/ACTION_updateWhyNotEnrolledInCm
  691. !grp:RM Enrollment:is_client_enrolled_in_rm,why_not_enrolled_in_rm_category,why_not_enrolled_in_rm_memo:Update why not enrolled in RM:circle=>/care_months/view/$uid/ACTION_updateWhyNotEnrolledInRm
  692. !grp:CM Total Time:cm_total_time_in_seconds,cm_total_time_in_seconds_by_mcp,cm_total_time_in_seconds_by_cm_pro
  693. !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
  694. !grp:Bills:cm_bill_id,rm_bill_id
  695. !grp:CM Cancellation:is_cm_canceled_this_month,why_is_cm_canceled_this_month
  696. !grp:RM Cancellation:is_rm_canceled_this_month,why_is_rm_canceled_this_month
  697. !grp:TM:is_tm_this_month
  698. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  699. !col:mcp_pro_id:MCP:~pros:name_display:id,=,$mcp_pro_id:all
  700. !col:cm_pro_id:CM:~pros:name_display:id,=,$cm_pro_id:all
  701. !col:rmm_pro_id:RMM:~pros:name_display:id,=,$rmm_pro_id:all
  702. !col:rme_pro_id:RME:~pros:name_display:id,=,$rme_pro_id:all
  703. !act:mcp_pro_id:assignMcpPro:circle:if-not:mcp_pro_id=>/care_months/view/$uid/ACTION_assignMcpPro
  704. !act:mcp_pro_id:changeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_changeMcpPro
  705. !act:mcp_pro_id:removeMcpPro:circle:if:mcp_pro_id=>/care_months/view/$uid/ACTION_removeMcpPro
  706. !act:cm_pro_id:assignCmPro:circle:if-not:cm_pro_id=>/care_months/view/$uid/ACTION_assignCmPro
  707. !act:cm_pro_id:changeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_changeCmPro
  708. !act:cm_pro_id:removeCmPro:circle:if:cm_pro_id=>/care_months/view/$uid/ACTION_removeCmPro
  709. !act:rmm_pro_id:assignRmmPro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmmPro
  710. !act:rmm_pro_id:changeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmmPro
  711. !act:rmm_pro_id:removeRmmPro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmmPro
  712. !act:rme_pro_id:assignRmePro:circle:if-not:rmm_pro_id=>/care_months/view/$uid/ACTION_assignRmePro
  713. !act:rme_pro_id:changeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_changeRmePro
  714. !act:rme_pro_id:removeRmePro:circle:if:rmm_pro_id=>/care_months/view/$uid/ACTION_removeRmePro
  715. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToFalse
  716. !act:is_client_enrolled_in_cm:setIsClientEnrolledInCmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInCmToTrue
  717. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToFalse:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToFalse
  718. !act:is_client_enrolled_in_rm:setIsClientEnrolledInRmToTrue:circle=>/care_months/view/$uid/ACTION_setIsClientEnrolledInRmToTrue
  719. !act:cm_bill_id:generateBillForCm:circle=>/care_months/view/$uid/ACTION_generateBillForCm
  720. !act:rm_bill_id:generateBillForRm:circle=>/care_months/view/$uid/ACTION_generateBillForRm
  721. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToTrue
  722. !act:is_cm_canceled_this_month:setCmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsCmCanceledThisMonthToFalse
  723. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToTrue
  724. !act:is_rm_canceled_this_month:setRmCancelledThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsRmCanceledThisMonthToFalse
  725. !act:is_tm_this_month:setIsTmThisMonthToTrue:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToTrue
  726. !act:is_tm_this_month:setIsTmThisMonthToFalse:circle=>/care_months/view/$uid/ACTION_setIsTmThisMonthToFalse
  727. !act:cm_reason1:updateCmReasons:circle=>/care_months/view/$uid/ACTION_updateCmReasons
  728. !act:rm_reason1:updateRmReasons:circle=>/care_months/view/$uid/ACTION_updateRmReasons
  729. !nal:
  730. # :: need remove
  731. cm_time_entries
  732. id=care_month_entry.care_month_id,cm_or_rm='CM'=>/care_month_entries/view/UID
  733. !inc:content_text,content_detail,time_in_seconds
  734. add_new:care_month_entry:createForCm
  735. careMonthUid:hidden=uid
  736. proUid:record:pro:uid,name_display
  737. effectiveDate:date
  738. timeInSeconds:text
  739. isTimeSpecific:bool
  740. startingTime:time
  741. endingTime:time
  742. contentText
  743. contentDetail
  744. # :: need remove
  745. rm_time_entries
  746. id=care_month_entry.care_month_id,cm_or_rm='RM'=>/care_month_entries/view/UID
  747. add_new:care_month_entry:createForRm
  748. careMonthUid:hidden=uid
  749. proUid:record:pro:uid,name_display
  750. effectiveDate:date
  751. timeInSeconds:text
  752. isTimeSpecific:bool
  753. startingTime:time
  754. endingTime:time
  755. contentText
  756. contentDetail
  757. bills
  758. id=bill.care_month_id=>/bills/view/UID
  759. audit_log
  760. care_month_entries|care_month_entry|view|icon:calendar-alt
  761. !qry:pros:SELECT id, name_display FROM pro
  762. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  763. care_month_entries/view/{uid}
  764. ACTIONS
  765. updateContent
  766. contentText
  767. contentDetail
  768. updateTiming
  769. effectiveDate:date
  770. timeInSeconds:text
  771. isTimeSpecific:bool
  772. startingTime:time
  773. endingTime:time
  774. remove
  775. SUB
  776. dashboard
  777. !qry:clients:select id, concat(name_first, ' ', name_last) as name_display from client
  778. !qry:pros:select id, name_display from pro
  779. !grp:Info:cm_or_rm,client_id ,pro_id
  780. !grp:Time:effective_date,time_in_seconds ,is_time_specific,starting_time,ending_time:Update timing:circle=>/care_month_entries/view/$uid/ACTION_updateTiming
  781. !grp:Achieved time(s):achieved_cm_pro_time_in_seconds,achieved_mcp_time_in_seconds,achieved_rme_pro_time_in_seconds,achieved_rmm_pro_time_in_seconds,achieved_total_time_in_seconds
  782. !grp:Content:content_detail,content_text:Update content:circle=>/care_month_entries/view/$uid/ACTION_updateContent
  783. !grp:Removed:is_removed,removal_memo,removed_at:Remove:circle=>/care_month_entries/view/$uid/ACTION_remove
  784. !col:client_id:Client:~clients:name_display:id,=,$client_id:all
  785. !col:pro_id:Pro:~pros:name_display:id,=,$pro_id:all
  786. !nal:
  787. bills|bill|view|icon:file-invoice-dollar
  788. !inc:created_at,bill_service_type,cm_or_rm,is_cancelled,is_submitted,code
  789. bills/view/{uid}
  790. ACTIONS
  791. payHcpAmount
  792. hcpPaymentAmount:text=hcp_expected_payment_amount
  793. payHcpDifferentAmount
  794. differentHcpPaymentAmount:text
  795. payCmAmount
  796. cmPaymentAmount:text
  797. payCmDifferentAmount
  798. differentCmPaymentAmount:text
  799. payRmeAmount
  800. rmePaymentAmount:text
  801. payRmeDifferentAmount
  802. differentRmePaymentAmount:text
  803. payRmmAmount
  804. rmmPaymentAmount:text
  805. payRmmDifferentAmount
  806. differentRmmPaymentAmount:text
  807. signAsHcp
  808. signAsCm
  809. signAsRme
  810. signAsRmm
  811. markSubmitted
  812. markCancelled
  813. putCollectedAmount
  814. collectedAmount
  815. SUB
  816. dashboard
  817. !grp:Info:bill_service_type,client_id,effective_date,code,modifier,number_of_units
  818. !grp:Note:note_id,note_ally_id
  819. !grp:Care Month:care_month_id
  820. !grp:Pros:cm_or_rm,hcp_pro_id,cm_pro_id,rme_pro_id,rmm_pro_id
  821. !grp:Service Location:service_location
  822. !grp:Reasons:reason1,reason2,reason3
  823. !grp:HCP Signature:is_signed_by_hcp,signed_by_hcp_at:Sign as HCP:circle=>/bills/view/$uid/ACTION_signAsHcp
  824. !grp:CM Signature:is_signed_by_cm,signed_by_cm_at:Sign as CM:circle=>/bills/view/$uid/ACTION_signAsCm
  825. !grp:RME Signature:is_signed_by_rme,signed_by_rme_at:Sign as RME:circle=>/bills/view/$uid/ACTION_signAsRme
  826. !grp:RMM Signature:is_signed_by_rmm,signed_by_rmm_at:Sign as RMM:circle=>/bills/view/$uid/ACTION_signAsRmm
  827. !grp:HCP Payment:hcp_expected_payment_amount,has_hcp_been_paid,hcp_payment_amount,hcp_payment_pro_transaction_id
  828. !grp:CM Payment:cm_expected_payment_amount ,has_cm_been_paid,cm_payment_amount,cm_payment_pro_transaction_id
  829. !grp:RME Payment:rme_expected_payment_amount,has_rme_been_paid,rme_payment_amount,rme_payment_pro_transaction_id
  830. !grp:RMM Payment:rmm_expected_payment_amount,has_rmm_been_paid,rmm_payment_amount,rmm_payment_pro_transaction_id
  831. !grp:Cancelled?:is_cancelled,marked_cancelled_at:Cancel:circle=>/bills/view/$uid/ACTION_markCancelled
  832. !grp:Submitted?:is_submitted,marked_submitted_at:Submit:circle=>/bills/view/$uid/ACTION_markSubmitted
  833. !grp:Collected Amount:collected_amount:Put collected amount:circle=>/bills/view/$uid/ACTION_putCollectedAmount
  834. !act:has_hcp_been_paid:Pay HCP Amount:circle=>/bills/view/$uid/ACTION_payHcpAmount
  835. !act:has_hcp_been_paid:Pay HCP Different Amount:circle=>/bills/view/$uid/ACTION_payHcpDifferentAmount
  836. !act:has_cm_been_paid:Pay CM Amount:circle=>/bills/view/$uid/ACTION_payCmAmount
  837. !act:has_cm_been_paid:Pay CM Different Amount:circle=>/bills/view/$uid/ACTION_payCmDifferentAmount
  838. !act:has_rmm_been_paid:Pay RMM Amount:circle=>/bills/view/$uid/ACTION_payRmmAmount
  839. !act:has_rmm_been_paid:Pay RMM Different Amount:circle=>/bills/view/$uid/ACTION_payRmmDifferentAmount
  840. !act:has_rme_been_paid:Pay RME Amount:circle=>/bills/view/$uid/ACTION_payRmeAmount
  841. !act:has_rme_been_paid:Pay RME Different Amount:circle=>/bills/view/$uid/ACTION_payRmeDifferentAmount
  842. !nal:
  843. transactions
  844. id=pro_transaction.bill_id
  845. audit_log
  846. transactions|pro_transaction|view|icon:exchange-alt
  847. transactions/view/{uid}
  848. ACTIONS
  849. SUB
  850. dashboard
  851. med_profile_lines|client_info_line|view|icon:window-restore
  852. med_profile_lines/view/{uid}
  853. ACTIONS
  854. remove
  855. removalMemo=removal_memo
  856. updateContent
  857. contentText=content_text
  858. contentDetail=content_detail
  859. SUB
  860. dashboard
  861. !grp:Med Profile Details:id,category,content_text,content_detail
  862. med_profile_line_updates|client_info_line_update|icon:window-restore
  863. mcp_updates|client_mcp_update|icon:user-edit
  864. # audit_log :: coming soon
  865. ADMIN
  866. # admin_dashboard
  867. facilities|facility|add|view|icon:temperature-low
  868. facilities/add_new:create
  869. name
  870. addressFull
  871. addressLine1
  872. addressLine2
  873. addressCity
  874. addressState
  875. addressZip
  876. addressCountry
  877. addressGeoLat:text
  878. addressGeoLong:text
  879. phone
  880. fax
  881. hours:text
  882. facilities/view/{uid}
  883. ACTIONS
  884. updateBasic
  885. name
  886. addressFull
  887. addressLine1
  888. addressLine2
  889. addressCity
  890. addressState
  891. addressZip
  892. addressCountry
  893. addressGeoLat
  894. addressGeoLong
  895. phone
  896. fax
  897. hours
  898. deactivate
  899. memo
  900. updateDeactivationMemo
  901. memo=deactivation_memo
  902. reactivate
  903. memo
  904. updateReactivationMemo
  905. memo=reactivation_memo
  906. SUB
  907. dashboard
  908. erx
  909. action_items
  910. audit_log
  911. pros|pro|add|view|icon:user-md
  912. !inc:@name_display,name_first,name_last,pro_type
  913. col:name_display
  914. name_first
  915. name_last
  916. pro_type
  917. pros/add_new:create
  918. cellNumber*:tel
  919. temporaryPassword*
  920. emailAddress:email
  921. nameDisplay
  922. namePrefix
  923. nameFirst*
  924. nameMiddle
  925. nameLast*
  926. nameSuffix
  927. nameCredential
  928. isHcp:bool
  929. hcpNpi
  930. previousProfessionCategory
  931. currentProfessionCategory
  932. pros/view/{uid}
  933. ACTIONS
  934. sendCellNumberConfirmationMessage
  935. adminResetPassword
  936. temporaryPassword*:password
  937. confirmCellNumberWithConfirmationToken
  938. cellNumber*:tel=cell_number
  939. token*
  940. putNewCellNumber
  941. newCellNumber*:tel=cell_number
  942. confirmEmailAddressWithConfirmationToken
  943. emailAddress*:email=email_address
  944. token*
  945. putNewEmailAddress
  946. newEmailAddress*:email=email_address
  947. updateName
  948. nameDisplay=name_display
  949. namePrefix=name_prefix
  950. nameFirst*=name_first
  951. nameMiddle=name_middle
  952. nameLast*=name_last
  953. nameSuffix=name_suffix
  954. nameCredential=name_credential
  955. updateProfession
  956. isHcp*:bool=is_hcp
  957. hcpNpi=hcp_npi
  958. previousProfessionCategory=previous_profession_category
  959. currentProfessionCategory=current_profession_category
  960. hcpCategory=hcp_category
  961. hcpSubcategory=hcp_subcategory
  962. updateEnrolledHcpInfo
  963. enrolledHcpCategory=enrolled_hcp_category
  964. enrolledHcpSubcategory=enrolled_hcp_subcategory
  965. enrolledHcpNpi=enrolled_hcp_npi
  966. putProfilePicture
  967. profilePictureBase64=profile_picture_base64
  968. updatePhoneInfo
  969. homePhoneNumber=home_phone_number
  970. workPhoneNumber=work_phone_number
  971. supporterPhoneNumber=supporter_phone_number
  972. supporterMemo=supporter_memo
  973. phoneNumbersMemo=phone_numbers_memo
  974. updateAddress
  975. mailingAddressLine1=mailing_address_line1
  976. mailingAddressLine2=mailing_address_line2
  977. mailingAddressCity=mailing_address_city
  978. mailingAddressState=mailing_address_state
  979. mailingAddressCountry=mailing_address_country
  980. mailingAddressZip=mailing_address_zip
  981. mailingAddressLat:text=mailing_address_lat
  982. mailingAddressLong:text=mailing_address_long
  983. homeAddressLine1=home_address_line1
  984. homeAddressLine2=home_address_line2
  985. homeAddressCity=home_address_city
  986. homeAddressState=home_address_state
  987. homeAddressCountry=home_address_country
  988. homeAddressZip=home_address_zip
  989. homeAddressLat:text=home_address_lat
  990. homeAddressLong:text=home_address_long
  991. updatePaymentProcessingDetail
  992. paymentProcessingDetail=payment_processing_detail
  993. uploadDriverLicense
  994. driverLicenseFilePath=driver_license_file_path
  995. updateDriverLicenseInfo
  996. driverLicenseState=driver_license_state
  997. driverLicenseIssueDate=driver_license_issue_date
  998. driverLicenseExpirationDate=driver_license_expiration_date
  999. updateSsn
  1000. ssn=ssn
  1001. # new actions from ProService.java
  1002. sendEmailAddressConfirmationMessage
  1003. setIsHcpToTrue
  1004. setIsHcpToFalse
  1005. setIsEnrolledAsHcpToTrue
  1006. setIsEnrolledAsHcpToFalse
  1007. setIsEnrolledAsMcpToTrue
  1008. setIsEnrolledAsMcpToFalse
  1009. setHasAccessToNextPatientButtonToTrue
  1010. setHasAccessToNextPatientButtonToFalse
  1011. setCanCreateClientWithInvalidMcnToTrue
  1012. setCanCreateClientWithInvalidMcnToFalse
  1013. setCanAccessRmPortalToTrue
  1014. setCanAccessRmPortalToFalse
  1015. setIsVideoVisitAssistantToTrue
  1016. setIsVideoVisitAssistantToFalse
  1017. removeProfilePicture
  1018. updateW9Detail
  1019. w9Detail=w9detail
  1020. updateSignedContractPdf
  1021. signedContractPdf=signed_contract_pdf
  1022. setIsPaymentProcessingDetailCompleteToTrue
  1023. setIsPaymentProcessingDetailCompleteToFalse
  1024. setIsDriverLicenseCompleteToTrue
  1025. setIsDriverLicenseCompleteToFalse
  1026. setIsSsnCompleteToTrue
  1027. setIsSsnCompleteToFalse
  1028. setProType
  1029. proType:select:ADMIN,INDIVIDUAL,GROUP
  1030. SUB
  1031. dashboard
  1032. !grp:Pro Type:pro_type:Change:circle=>/pros/view/$uid/ACTION_setProType
  1033. !grp:Cell Number:cell_number,is_cell_number_confirmation_pending,cell_number_confirmation_token,is_cell_number_confirmed,cell_number_confirmed_at:Put Cell Number:circle=>/pros/view/$uid/ACTION_putNewCellNumber
  1034. !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/$uid/ACTION_putNewEmailAddress
  1035. !grp:Name:name_display,name_prefix,name_first,name_middle,name_last,name_suffix,name_credential:Update Name:circle=>/pros/view/$uid/ACTION_updateName
  1036. !grp:Contact Details:home_phone_number,work_phone_number,supporter_phone_number,supporter_memo,phone_numbers_memo:Update Phone Info:circle=>/pros/view/$uid/ACTION_updatePhoneInfo
  1037. !grp:HCP:is_hcp,hcp_npi,hcp_category,hcp_subcategory,previous_profession_category,current_profession_category:Update Profession:circle=>/pros/view/$uid/ACTION_updateProfession
  1038. !grp:HCP Enrollment:is_enrolled_as_hcp,enrolled_hcp_category,enrolled_hcp_subcategory,enrolled_hcp_npi:Update HCP Enrollment Info:circle=>/pros/view/$uid/ACTION_updateEnrolledHcpInfo
  1039. !grp:MCP Enrollment:is_enrolled_as_mcp
  1040. !grp:Next Patient Button:has_access_to_next_patient_button
  1041. !grp:Create Client With Invalid MCN:can_create_client_with_invalid_mcn
  1042. !grp:Access RM Portal:can_access_rm_portal
  1043. !grp:Profile Picture:profile_picture_base64:Update Profile Picture:circle=>/pros/view/$uid/ACTION_putProfilePicture
  1044. !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/$uid/ACTION_updateAddress
  1045. !grp:Payment Processing:is_payment_processing_detail_complete,payment_processing_detail
  1046. !grp:Driving License:is_driver_license_complete,driver_license_file_path,driver_license_state,driver_license_issue_date,driver_license_expiration_date:Update Driving License:circle=>/pros/view/$uid/ACTION_updateDriverLicenseInfo
  1047. !grp:SSN:ssn:Update SSN:circle=>/pros/view/$uid/ACTION_updateSsn
  1048. !grp:W9:isw9complete,w9detail:Update W9:circle=>/pros/view/$uid/ACTION_updateW9Detail
  1049. !grp:Contract:is_contract_complete,signed_contract_pdf_file_path:Update Contract:circle=>/pros/view/$uid/ACTION_updateSignedContractPdf
  1050. !act:cell_number:sendConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendCellNumberConfirmationMessage
  1051. !act:cell_number:resetPassword:circle=>/pros/view/$uid/ACTION_adminResetPassword
  1052. !act:is_cell_number_confirmation_pending:confirmCellNumberWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmCellNumberWithConfirmationToken
  1053. !act:email_address:sendEmailAddressConfirmationMessage:circle=>/pros/view/$uid/ACTION_sendEmailAddressConfirmationMessage
  1054. !act:is_email_address_confirmation_pending:confirmEmailAddressWithConfirmationToken:circle=>/pros/view/$uid/ACTION_confirmEmailAddressWithConfirmationToken
  1055. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToFalse:circle:if:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToFalse
  1056. !act:is_payment_processing_detail_complete:setIsPaymentProcessingDetailCompleteToTrue:circle:if-not:is_payment_processing_detail_complete=>/pros/view/$uid/ACTION_setIsPaymentProcessingDetailCompleteToTrue
  1057. !act:payment_processing_detail:updatePaymentProcessingDetail:circle=>/pros/view/$uid/ACTION_updatePaymentProcessingDetail
  1058. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToFalse
  1059. !act:is_driver_license_complete:setIsDriverLicenseCompleteToFalse:circle:if-not:is_driver_license_complete=>/pros/view/$uid/ACTION_setIsDriverLicenseCompleteToTrue
  1060. !act:driver_license_file_path:uploadDriverLicense:circle=>/pros/view/$uid/ACTION_uploadDriverLicense
  1061. !act:is_hcp:setIsHcpToFalse:circle:if:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToFalse
  1062. !act:is_hcp:setIsHcpToTrue:circle:if-not:is_hcp=>/pros/view/$uid/ACTION_setIsHcpToTrue
  1063. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToFalse:circle:if:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToFalse
  1064. !act:is_enrolled_as_hcp:setIsEnrolledAsHcpToTrue:circle:if-not:is_enrolled_as_hcp=>/pros/view/$uid/ACTION_setIsEnrolledAsHcpToTrue
  1065. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToFalse:circle:if:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToFalse
  1066. !act:is_enrolled_as_mcp:setIsEnrolledAsMcpToTrue:circle:if-not:is_enrolled_as_mcp=>/pros/view/$uid/ACTION_setIsEnrolledAsMcpToTrue
  1067. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToFalse:circle:if:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToFalse
  1068. !act:has_access_to_next_patient_button:setHasAccessToNextPatientButtonToTrue:circle:if-not:has_access_to_next_patient_button=>/pros/view/$uid/ACTION_setHasAccessToNextPatientButtonToTrue
  1069. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToFalse:circle:if:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToFalse
  1070. !act:can_create_client_with_invalid_mcn:setCanCreateClientWithInvalidMcnToTrue:circle:if-not:can_create_client_with_invalid_mcn=>/pros/view/$uid/ACTION_setCanCreateClientWithInvalidMcnToTrue
  1071. !act:can_access_rm_portal:setCanAccessRmPortalToTrue:circle:if-not:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToTrue
  1072. !act:can_access_rm_portal:setCanAccessRmPortalToFalse:circle:if:can_access_rm_portal=>/pros/view/$uid/ACTION_setCanAccessRmPortalToFalse
  1073. !act:profile_picture_base64:removeProfilePicture:circle=>/pros/view/$uid/ACTION_removeProfilePicture
  1074. !nal:
  1075. pro_rates
  1076. id=pro_rate.pro_id=>/pro_rates/view/UID
  1077. !inc:@uid,responsibility,code,amount
  1078. add_new:pro_rate:create
  1079. proUid:hidden=uid
  1080. responsibility:select:HCP,NA,CM,RME,RMM
  1081. code*
  1082. amount:text
  1083. note_templates
  1084. id=note_template_pro.pro_id
  1085. !inc:note_template
  1086. !qry:note_templates:select id, title from note_template
  1087. !col:note_template:NoteTemplate:~note_templates:title:id,=,$$note_template_id:all
  1088. add_new:note_template_pro:create
  1089. proUid:hidden=uid
  1090. noteTemplateUid:record:note_template:uid,title
  1091. clients
  1092. pro_access
  1093. id=client_pro_access.pro_id=>/pro_access/view/UID
  1094. add_new:client_pro_access=>/pro_access/view/UID
  1095. proUid:hidden=uid
  1096. clientUid:record:client:uid,name_first
  1097. reasonCategory
  1098. reasonMemo
  1099. reasonDetail
  1100. mcp_updates
  1101. erx
  1102. action_items
  1103. care_months
  1104. care_month_entries
  1105. notes
  1106. bills
  1107. transactions
  1108. id=pro_transaction.pro_id=>/transactions/view/UID/SUB_dashboard
  1109. !inc:@created_at,pro_id,client_id,plus_or_minus,reason_type,amount,resulting_balance
  1110. !qry:clients:select id, concat(name_last, ', ', name_first) as name_display from client
  1111. !qry:pros:select id, concat(name_last, ', ', name_first) as name_display from pro
  1112. !col:pro_id:Pro:~pros:name_display:id,=,$$pro_id:all
  1113. !col:client_id:Client:~clients:name_display:id,=,$$client_id:all
  1114. add_new_credit:pro_transaction:createManualPlusForPro
  1115. proUid:hidden=uid
  1116. amount:text
  1117. intendedResultingBalance:text
  1118. customMemo
  1119. add_new_debit:pro_transaction:createManualMinusForPro
  1120. proUid:hidden=uid
  1121. amount:text
  1122. intendedResultingBalance:text
  1123. customMemo
  1124. sessions
  1125. app_access
  1126. id=stag_app_pro_access.pro_id=>/stag_app_pro_access/view/UID/SUB_dashboard
  1127. !inc:stag_app
  1128. !qry:stag_apps:select id, name from stag_app
  1129. !col:stag_app:StagApp:~stag_apps:name:id,=,$$stag_app_id:all
  1130. add_new:stag_app_pro_access:create
  1131. proUid:hidden=uid
  1132. stagAppUid:record:stag_app:uid,name
  1133. memo:text
  1134. audit_log
  1135. pro_rates|pro_rate|view|icon:funnel-dollar
  1136. !inc:@created_at,is_active,pro,responsibility,code,amount
  1137. !qry:pros:SELECT id, concat(name_last, ', ', name_first) as name_display FROM pro
  1138. !col:pro:Pro:~pros:name_display:id,=,$pro_id:all
  1139. pro_rates/view/{uid}
  1140. ACTIONS
  1141. updateAmount
  1142. newAmount:text=amount
  1143. reactivate
  1144. memo
  1145. deactivate
  1146. memo
  1147. SUB
  1148. dashboard
  1149. client_pro_access|client_pro_access|view|icon:key
  1150. client_pro_access/view/{uid}
  1151. ACTIONS
  1152. updateReason
  1153. reasonCategory=reason_category
  1154. reasonDetail=reason_memo
  1155. deactivate
  1156. memo
  1157. updateDeactivationMemo
  1158. memo=deactivation_memo
  1159. reactivate
  1160. memo
  1161. updateReactivationMemo
  1162. memo=reactivation_memo
  1163. SUB
  1164. dashboard
  1165. section_templates|section_template|add|view|icon:user-md
  1166. !inc:@title,internal_name,position_index,is_canvas
  1167. section_templates/add_new:create
  1168. title
  1169. internalName
  1170. isCanvas:bool
  1171. section_templates/view/{uid}
  1172. ACTIONS
  1173. changePositionIndex
  1174. newPositionIndex:text=position_index
  1175. setIsCanvasToTrue
  1176. setIsCanvasToFalse
  1177. SUB
  1178. dashboard
  1179. note_templates|note_template|add|view|icon:user-md
  1180. !inc:@title
  1181. note_templates/add_new:create
  1182. title
  1183. note_templates/view/{uid}
  1184. ACTIONS
  1185. updateBasic
  1186. title=title
  1187. newOrFuOrNa:select:NEW,FU,NA
  1188. SUB
  1189. dashboard
  1190. note_template_section_templates|note_template_section_template|add
  1191. id=note_template_section_template.note_template_id=>/note_template_section_templates/view/UID
  1192. !inc:@uid,section_template_id
  1193. !qry:section_templates:SELECT id, title FROM section_template
  1194. !col:section_template_id:Section Template:~section_templates:title:id,=,$$section_template_id:all
  1195. add_new:note_template_section_template:create
  1196. noteTemplateUID:hidden=uid
  1197. sectionTemplateUID:record:section_template:uid,title
  1198. invitations|invitation|add|view|icon:user-md
  1199. !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
  1200. invitations/add_new:create
  1201. title
  1202. proUid:record:pro:uid,name_display
  1203. firstName
  1204. lastName
  1205. dob:date
  1206. mcn
  1207. email:email
  1208. cellNumber
  1209. memo
  1210. invitations/view/{uid}
  1211. ACTIONS
  1212. deactivate
  1213. deactivation_memo=deactivation_memo
  1214. reactivate
  1215. reactivation_memo=reactivation_memo
  1216. sendEmail
  1217. email
  1218. sendSms
  1219. cellNumber
  1220. putMedicareInfoAsGuest
  1221. firstName
  1222. lastName
  1223. dob:date
  1224. mcn
  1225. updateBasic
  1226. firstName=first_name
  1227. lastName=last_name
  1228. dob:date=dob
  1229. mcn=mcn
  1230. email=email
  1231. cellNumber=cell_number
  1232. memo=memo
  1233. SUB
  1234. dashboard
  1235. client_smses|client_sms|view|icon:comments
  1236. !inc:@id,client, from_number, to_number, incoming_or_outgoing, body, created_at
  1237. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1238. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1239. client_smses/view/{uid}
  1240. ACTIONS
  1241. assignIncomingSmsToClient
  1242. clientUid:record:client:uid,name_first
  1243. SUB
  1244. dashboard
  1245. client_documents|client_document|view|icon:file
  1246. !inc:@id,client,title,category,status,effective_date,provider,notes
  1247. !qry:clients:SELECT id, concat(name_last, ', ', name_first) as name_display FROM client
  1248. !col:client:Client:~clients:name_display:id,=,$client_id:all
  1249. client_documents/view/{uid}
  1250. ACTIONS
  1251. updateBasic
  1252. title:text
  1253. category:text
  1254. status:text
  1255. effectiveDate:date
  1256. provider:text
  1257. notes:text
  1258. SUB
  1259. dashboard
  1260. handouts|handout|add|view|icon:tablet-alt
  1261. handouts/add_new:create
  1262. internalName*
  1263. displayName*
  1264. tags
  1265. pdfFile:file
  1266. handouts/view/{uid}
  1267. ACTIONS
  1268. updateBasic
  1269. internalName*=internal_name
  1270. displayName*=display_name
  1271. tags=tags
  1272. SUB
  1273. dashboard
  1274. bdt_devices|bdt_device|add|view|icon:tablet-alt
  1275. bdt_devices/add_new:create
  1276. imei
  1277. category:select:BP,WEIGHT
  1278. memo
  1279. bdt_devices/view/{uid}
  1280. ACTIONS
  1281. deactivate
  1282. memo
  1283. reactivate
  1284. memo
  1285. update
  1286. imei=imei
  1287. category:select:BP,WEIGHT=category
  1288. memo=memo
  1289. SUB
  1290. dashboard
  1291. client_bdt_devices|client_bdt_device|add|view|icon:tablet-alt
  1292. client_bdt_devices/add_new:create
  1293. clientUid*:record:client:uid,name_first
  1294. deviceUid*:record:bdt_device:uid,imei
  1295. instructions
  1296. internalMemo
  1297. status
  1298. statusMemo
  1299. client_bdt_devices/view/{uid}
  1300. ACTIONS
  1301. deactivate
  1302. memo
  1303. reactivate
  1304. memo
  1305. update
  1306. instructions=instructions
  1307. internalMemo=internal_memo
  1308. status=status
  1309. statusMemo=status_memo
  1310. SUB
  1311. dashboard
  1312. bdt_measurements|bdt_measurement|add|icon:tablet-alt
  1313. bdt_measurements/add_new:create
  1314. imei*
  1315. ts:text
  1316. batteryVoltage:text
  1317. signalStrength:text
  1318. valueTare:text
  1319. valueWeight:text
  1320. valueSystolic:text
  1321. valueDiastolic:text
  1322. valuePulse:text
  1323. valueUnit:text
  1324. valueIrregular:text
  1325. rssi:text
  1326. deviceId:text
  1327. stag_apps|stag_app|add|view|icon:tablet-alt
  1328. stag_apps/add_new:create
  1329. name*
  1330. url*:url
  1331. description
  1332. requiresAdmin:bool
  1333. stag_apps/view/{uid}
  1334. ACTIONS
  1335. deactivate
  1336. memo
  1337. reactivate
  1338. memo
  1339. update
  1340. name=name
  1341. url=url
  1342. description=description
  1343. requiresAdmin:bool
  1344. SUB
  1345. dashboard
  1346. stag_app_pro_access|stag_app_pro_access|view|icon:tablet-alt
  1347. stag_app_pro_access/view/{uid}
  1348. ACTIONS
  1349. deactivate
  1350. memo
  1351. reactivate
  1352. memo
  1353. updateMemo
  1354. memo=memo
  1355. SUB
  1356. dashboard