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@@ -0,0 +1,369 @@
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+Topics:
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+client
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+ - CM Eligibility
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+ - CM Enrollment
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+ - RM Eligibility
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+ - RM Enrollment
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+
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+Note
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+ - CM Setup
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+
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+CareMonth
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+ - CM Enrollment
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+ - RM Enrollment
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+ - RM setup
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+=====================================================================================================
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+
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+Client CM Eligibility
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+
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+ The relevant fields are:
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+ isEligibleForCm = YesNoOrUnknown.UNKNOWN;
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+ whyNotEligibleForCmCategory //null
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+ whyNotEligibleForCmMemo //null
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+
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+ Updating Client CM Eligibility
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+ /api/client/updateCmEligibility
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+ void updateCmEligibility
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+ client.setIsEligibleForCm(...);
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+ client.setWhyNotEligibleForCmCategory(...);
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+ client.setWhyNotEligibleForCmMemo(...);
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+
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+Client CM Enrollment
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+
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+ The relevant fields are:
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+ isEnrolledInCm = YesNoOrUnknown.UNKNOWN;
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+ cmEnrollmentConsentMethod //null
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+ cmEnrollmentConsentMethodMemo; //null
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+
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+ whyNotEnrolledInCmCategory; //null
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+ whyNotEnrolledInCmMemo; //null
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+ hasCmSetupBeenPerformed = Boolean.FALSE;
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+
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+ Updating Client CM Enrollment
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+ /api/client/setIsEnrolledInCmToTrue
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+ void setIsEnrolledInCmToTrue;
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+ client.setIsEnrolledInCm(..);
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+ client.setCmEnrollmentConsentMethod(..);
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+ client.setCmEnrollmentConsentMethodMemo(..);
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+
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+ /api/client/setIsEnrolledInCmToFalse
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+ void setIsEnrolledInCmToFalse
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+ client.setIsEnrolledInCm(...);
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+ client.setWhyNotEnrolledInCmCategory(...);
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+ client.setWhyNotEnrolledInCmMemo(...);
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+
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+ Updating Client CM Enrollment Consent Info
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+ /api/client/updateCmEnrollmentConsentInfo
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+ void updateCmEnrollmentConsentInfo
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+ client.setCmEnrollmentConsentMethod(...);
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+ client.setCmEnrollmentConsentMethodMemo(...);
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+
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+ Updating client "Why not enrolled in CM"
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+ /api/client/updateWhyNotEnrolledInCm
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+ void updateWhyNotEnrolledInCm
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+ client.setWhyNotEnrolledInCmCategory(...);
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+ client.setWhyNotEnrolledInCmMemo(...);
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+
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+
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+
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+Client RM Eligibility
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+ The relevant fields are:
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+ isEligibleForRm = YesNoOrUnknown.UNKNOWN;
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+ whyNotEligibleForRmCategory //null
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+ whyNotEligibleForRmMemo //null
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+
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+ Updating client RM Eligiblity
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+ /api/client/updateRmEligibility
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+ void updateRmEligibility
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+ client.setIsEligibleForRm(...)
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+ client.setWhyNotEligibleForRmCategory(...)
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+ client.setWhyNotEligibleForRmMemo(...)
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+
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+Client RM Enrollment
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+ The relevant fields are:
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+ isEnrolledInRm = YesNoOrUnknown.UNKNOWN;
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+ whyNotEnrolledInRmCategory //null
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+ whyNotEnrolledInRmMemo //null
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+
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+ Updating Client RM Enrollment
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+ /api/client/setIsEnrolledInRmToTrue
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+ void setIsEnrolledInRmToTrue;
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+ client.setIsEnrolledInRm(...);
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+ client.setRmReasons(...);
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+
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+ /api/client/setIsEnrolledInRmToFalse
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+ void setIsEnrolledInRmToFalse
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+ client.setIsEnrolledInRm(...);
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+ client.setWhyNotEnrolledInRmCategory(...);
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+ client.setWhyNotEnrolledInRmMemo(...);
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+
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+ Updating client "Why not enrolled in RM"
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+ /api/client/updateWhyNotEnrolledInRm
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+ void updateWhyNotEnrolledInRm;
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+ client.setWhyNotEnrolledInRmCategory(...);
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+ client.setWhyNotEnrolledInRmMemo(...);
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+
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+ Adding client CM/RM reasons
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+ /api/clientCmRmReason/create
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+ String clientUid
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+ CmOrRm cmOrRm
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+ String code
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+ String description
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+ int positionIndex
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+
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+ NB:
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+ - The value of client.isEligibleForRm/Cm is not considered anywhere(e.g enrollment in cm/rm) in the business logic
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+ - For 'cm setup' to be performed on a note, client must have been 'enrolled in cm'. Currently no similar check on 'rm setup' on care month
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+ - CM Enrollement requires 'consent method' and 'consent memo'
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+
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+ - When a care month is created, the following fields are copied from the client to the care month:
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+ careMonth.isClientEnrolledInCm = client.isEnrolledInCm
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+ careMonth.whyNotEnrolledInCmCategory = client.whyNotEnrolledInCmCategory
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+ careMonth.whyNotEnrolledInCmMemo = client.whyNotEnrolledInCmMemo
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+
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+ careMonth.isClientEnrolledInRm = client.isEnrolledInRm
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+ careMonth.whyNotEnrolledInRmCategory = client.whyNotEnrolledInRmCategory
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+ careMonth.whyNotEnrolledInRmMemo = client.whyNotEnrolledInRmMemo
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+
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+ - Client CM/RM reasons are copied over as CareMonth CM/RM reasons
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+
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+
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+Note CM Setup
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+- The relevant fields are:
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+ Note
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+ Boolean wasCmSetupPerformed;
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+ String cmSetupDetail;
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+ String cmSetupNaSignatureStatus;
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+ String cmSetupMcpSignatureStatus;
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+ String cmSetupManagerSignatureStatus;
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+ Claim cmSetupClaim;
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+ Client
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+ Boolean hasCmSetupBeenPerformed = Boolean.FALSE;
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+ Note cmSetupNote;
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+
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+ Marking CM setup as performed on a note:
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+ /api/note/markCmSetupPerformed
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+ void markCmSetupPerformed
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+ - check client for the note is enrolled in cm
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+ - check note does not have active claims
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+ - check note client does not have cmSetupNote
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+ - check this note is not already marked cm setup performed
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+ note.setWasCmSetupPerformed(true);
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+ note.setCmSetupDetail(cmSetupDetail);
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+ client.setHasCmSetupBeenPerformed(true);
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+ client.setCmSetupNote(note);
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+ generateClaimSuggestionJson with a line for G0506
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+
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+ Undoing "markCmSetupPerformed"
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+ /api/note/undoMarkCmSetupPerformed
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+ void undoMarkCmSetupPerformed(AppSession performer, Note note);
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+ - check this note has cm setup marked as performed
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+ - check this note has not active claims
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+ note.setWasCmSetupPerformed(false);
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+ Client client = note.getClient();
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+ client.setHasCmSetupBeenPerformed(false);
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+ client.setCmSetupNote(null);
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+ generateClaimSuggestionJson - refresh the claim suggestion json to remove the G0506 line
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+
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+ Updating CM Setup detail on a note:
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+ /api/note/updateCmSetupDetail [NOT IN USE ON THE FRONTEND]
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+ void updateCmSetupDetail
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+ note.setCmSetupDetail(...);
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+
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+ Updating CM setup NA signature status: [NOT IN USE ON THE FRONTEND]
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+ /api/note/updateCmSetupNaSignatureStatus
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+ void updateCmSetupNaSignatureStatus
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+ note.setCmSetupNaSignatureStatus
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+
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+ Updating CM Setup MCP signature status [NOT USE ON THE FRONTEND]
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+ /api/note/updateCmSetupMcpSignatureStatus
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+ void updateCmSetupMcpSignatureStatus
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+ - check performer is the note hcp pro
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+ - check performer is note client mcpPro
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+ note.setCmSetupMcpSignatureStatus(...);
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+
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+ Updating CM Setup Manager signature status [NOT USE ON THE FRONTEND]
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+ /api/note/updateCmSetupManagerSignatureStatus
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+ void updateCmSetupManagerSignatureStatus
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+ note.setCmSetupManagerSignatureStatus(...);
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+
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+ NB:
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+ - The following fields on the note are currently not supported by the frontend:
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+ cmSetupNaSignatureStatus
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+ cmSetupMcpSignatureStatus
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+ cmSetupManagerSignatureStatus
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+ - "cmSetupClaim" is currently not in use.
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+ - When "cm setup" is performed on a note, The claim generated for the note will have the CM setup code "G0506"
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+ - Client must be 'enrolled in cm' for cm setup to be performed
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+ - When "cm setup" is performed on a note, the following fields are updated on the client:
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+ client.hasCmSetupBeenPerformed = Boolean.FALSE;
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+ client.cmSetupNote;
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+ - CM setup is done once in the life of a patient
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+ - CM setup can be undone if no claim has been generated on client.cmSetupNote
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+
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+
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+Care Month RM Enrollment:
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+ The relevant fields are:
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+ Boolean isClientEnrolledInRm;
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+ String whyNotEnrolledInRmCategory;
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+ String whyNotEnrolledInRmMemo;
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+ *Boolean isRmCanceledThisMonth;
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+ *String whyIsRmCanceledThisMonth;
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+ - When a care month is created, this fields are copied over from the corresponding fields on the client
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+ - Client RM enrollment on a given care month can be modified using the below endpoints
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+ /api/careMonth/setIsClientEnrolledInRmToTrue
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+ void setIsClientEnrolledInRmToTrue
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+ careMonth.confirmHasNoActiveBillForRm();
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+ careMonth.setIsClientEnrolledInRm(true);
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+
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+ /api/careMonth/setIsClientEnrolledInRmToFalse
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+ void setIsClientEnrolledInRmToFalse
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+ careMonth.confirmHasNoActiveBillForRm();
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+ careMonth.setIsClientEnrolledInRm(false);
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+
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+ /api/careMonth/updateWhyNotEnrolledInRm
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+ void updateWhyNotEnrolledInRm
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+ careMonth.confirmHasNoActiveBillForRm();
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+ careMonth.setWhyNotEnrolledInRmCategory(...);
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+ careMonth.setWhyNotEnrolledInRmMemo(...);
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+
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+ /api/careMonth/setIsRmCanceledThisMonthToTrue [NOT IN USE ON FRONTEND]
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+ void setIsRmCanceledThisMonthToTrue
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+ - ensure caremonth has no active rm bill
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+ careMonth.setIsRmCanceledThisMonth(true);
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+ careMonth.setWhyIsRmCanceledThisMonth(memo);
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+
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+ /api/careMonth/updateWhyIsRmCanceledThisMonth [NOT IN USE ON FRONTEND]
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+ void updateWhyIsRmCanceledThisMonth
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+ careMonth.setWhyIsRmCanceledThisMonth(memo);
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+
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+ /api/careMonth/setIsRmCanceledThisMonthToFalse [NOT IN USE ON FRONTEND]
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+ void setIsRmCanceledThisMonthToFalse
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+ careMonth.setIsRmCanceledThisMonth(false);
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+
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+Care Month CM Enrollment:
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+ - The relevant fields are:
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+ Boolean isClientEnrolledInCm;
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+ String whyNotEnrolledInCmCategory;
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+ String whyNotEnrolledInCmMemo;
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+ *Boolean isCmCanceledThisMonth;
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+ *String whyIsCmCanceledThisMonth;
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+ - When a new care month is created, this fields are copied over from the corresponding fields on the client
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+ - Client CM enrollment on a given care month can be modified using the below endpoints:
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+ /api/careMonth/setIsClientEnrolledInCmToTrue
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+ void setIsClientEnrolledInCmToTrue
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+ careMonth.confirmHasNoActiveBillForCm();
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+ careMonth.setIsClientEnrolledInCm(true);
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+
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+ /api/careMonth/setIsClientEnrolledInCmToFalse
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+ void setIsClientEnrolledInCmToFalse
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+ careMonth.confirmHasNoActiveBillForCm();
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+ careMonth.setIsClientEnrolledInCm(false);
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+
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+ /api/careMonth/updateWhyNotEnrolledInCm
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+ void updateWhyNotEnrolledInCm
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+ careMonth.confirmHasNoActiveBillForCm();
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+ careMonth.setWhyNotEnrolledInCmCategory(whyNotEnrolledInCmCategory);
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+ careMonth.setWhyNotEnrolledInCmMemo(whyNotEnrolledInCmMemo);
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+
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+ /api/careMonth/setIsCmCanceledThisMonthToTrue [CURRENTLY NOT USED ON THE FRONTEND]
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+ void setIsCmCanceledThisMonthToTrue [NOT IN USE ON FRONTEND]
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+ - ensure no cm bill for the care month
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+ careMonth.setIsCmCanceledThisMonth(true);
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+ careMonth.setWhyIsCmCanceledThisMonth(memo);
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+
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+ /api/careMonth/updateWhyIsCmCanceledThisMonth [CURRENTLY NOT USED ON THE FRONTEND]
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+ void updateWhyIsCmCanceledThisMonth [NOT IN USE ON FRONTEND]
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+ careMonth.setWhyIsCmCanceledThisMonth(memo);
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+
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+ /api/careMonth/setIsCmCanceledThisMonthToFalse [CURRENTLY NOT USED ON THE FRONTEND]
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+ void setIsCmCanceledThisMonthToFalse [NOT IN USE ON FRONTEND]
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+ careMonth.setIsCmCanceledThisMonth(false);
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+
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+Care Month RM Setup:
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+ - The relevant fields are:
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+ - RM setup is done on a care month.
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+ - The relevant fields are:
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+ CareMonth:
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+ Boolean wasRmSetupPerformed;
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+ Claim rmSetupClaim;
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+
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+ Client:
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+ Boolean hasRmSetupBeenPerformed;
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+ CareMonth rmSetupCareMonth;
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+ - Care month is marked as "rm setup performed" as follows:
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+ /api/careMonth/markRmSetupPerformed
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+ void markRmSetupPerformed
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+ - ensure careMonth is does not already have hasRmSetupBeenPerformed = true
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+ - ensure client for the careMonth does not have rmSetupCareMonth set
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+ careMonth.setWasRmSetupPerformed(true);
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+ careMonth.getClient().setHasRmSetupBeenPerformed(true);
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+ careMonth.getClient().setRmSetupCareMonth(careMonth);
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+ - The above can be undone as follows:
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+ /api/careMonth/undoMarkRmSetupPerformed
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+ void undoMarkRmSetupPerformed(AppSession performer, CareMonth careMonth);
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+ - check care month wasRmSetupPerformed is marked as true
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+ - check no rmSetupClaim exists,
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+ if one exists and has status = "NEW", cancel it
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+ if one exists and has status != "NEW", request user to cancel first
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+ careMonth.setWasRmSetupPerformed(false);
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+ careMonth.getClient().setHasRmSetupBeenPerformed(false);
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+ careMonth.getClient().setRmSetupCareMonth(null);
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+
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+ - The rmSetupClaim is generated using endpoint:
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+ /api/careMonth/generateRmSetupClaim
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+ void generateRmSetupClaim
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+ - check careMonth has wasRmSetupPerformed marked to true
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+ - check rmSetupClaim does not exis or is cancelled
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+ - create rmSetupClaim
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+ - setRmSetupClaim on the careMonth
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+
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+
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+Care Month CM/RM Reasons
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+ - This are copied over from "clientCmRmReasons" when a new care month is created
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+ - They can be updated using the following endpoints
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+ /api/careMonthCmRmReason/create
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+ /api/careMonthCmRmReason/updateBasic
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+
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+//TODO: Care Month Stats
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+ Integer cmTotalTimeInSeconds;
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+ Integer cmTotalTimeInSecondsByMcp;
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+ Integer cmTotalTimeInSecondsByCmPro;
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+
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+ Integer rmTotalTimeInSeconds;
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+ Integer rmTotalTimeInSecondsByMcp;
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+ Integer rmTotalTimeInSecondsByRmmPro;
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+ Integer rmTotalTimeInSecondsByRmePro;
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+ Integer rmTotalTimeInSecondsByRmsPro;
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+ Integer rmTotalTimeInSecondsByRmgPro;
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+
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+ Integer rmNumMeasurementsNotStampedByMcp;
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+ Integer rmNumMeasurementsNotStampedByNonHcp;
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+ Integer rmNumMeasurementsNotStampedByRmm;
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+ Integer rmNumMeasurementsNotStampedByRme;
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+
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+ Integer numberOfDaysWithRemoteMeasurements;
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+
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+//TODO: Others
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+ Boolean isRmInteractionWaived;
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+ Boolean isRmTimeWaived;
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+ Boolean hasAnyoneInteractedWithClientAboutRmOutsideNote;
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+ Boolean hasMcpRmInteractedByNote;
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+
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+TODO: TM
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+ /api/careMonth/setIsTmThisMonthToTrue
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+ void setIsTmThisMonthToTrue
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+ - ensure no CmBill on the care month
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+ careMonth.setIsTmThisMonth(true);
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+
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+ /api/careMonth/setIsTmThisMonthToFalse
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+ void setIsTmThisMonthToFalse
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+ careMonth.setIsTmThisMonth(false);
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+
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+TODO: CareMonth CM/RM Bills
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+ Bill generateBillForCm [NOT IN USE ON FRONTEND]
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+ -- refer to implementation logic
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+
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+ Bill generateBillForRm
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+ -- refer to implementation logic
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+
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=