Phase 1: NoteTemplates: flag if for new or follow-up? new_or_fu_or_na ------------------------------------------------------------------------------------------------------------------ SIMPLIFY Note & Billing: ON NOTE: ✔ New or FU: [New Patient, F/U] !!! This is auto. ✔ ICD(s): ... (From Assessment section.) ✔ Method: [Video, Audio, In-Clinic, House Call] visit_method ✔ Time: [--default 30--] (limit based on new/fu and video/audio) REM: if new, then method must be video - and not changeable max minutes allowed is 90 if f/u, them method can be video or audio if video, max mins is 75 if audio, max mins is 45 ✔ disable clone for "new" notes REMOVE: ✔ Section of UI that shows "My Rates" if only "Treatment Services" REM: Showing Rates only to Admins now. Admin can select and see rates for any pro now. ------------------------------------------------------------------------------------------------------------------ Phase 2: Zemsky - not into it - gonna call back if interested - UI doesn't support stopping the chase. -> isOnboardingActive toggler Billstein, Susan - (!) showing, what to do? Need to see Medicare JSON. ! way to suggest address from edit-contact moe with Medicare data if null, ex. Singleton, Dorothy ------------------------------------------------------------------------------------------------------------------ @@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@ If not eligible, then don't show (!) there's no point. Barbara Hart - called in for flu shot - vs. others for SAH - need to differentiate on source. Add "Treatment Services" Billed Time Matrix - to show how many hrs. they're billing x hrs. / day. ----------------------------------------------------------------------------------------------------------------- NEXT WEEK: ---------- ! For someone like Alan Schofer, show care team. Sarah Jewell, NP. ! For someone like Earlene Kendrick, show care team of 3 practices. HTN, WL, DIA. ------------------------------------------------------------------------------------------------------------------ * Support other (check) Covered manually if other primary - 2 fields, is_covered, coverage_detail ------------------------------------------------------------------------------------------------------------------ * Synch on 'Medication' section with Canvas (if) they indicate a comprehensive medication list. ------------------------------------------------------------------------------------------------------------------ * Remove duplicate charts from system. ------------------------------------------------------------------------------------------------------------------ !!! document who created client and success rate (overall and by source) for MCP Onboaring. ------------------------------------------------------------------------------------------------------------------ cellular measurement matrix for all MY patients (MCP) or all patients if admin, paginated. ------------------------------------------------------------------------------------------------------------------ filtering/data-table on my-patient list. ------------------------------------------------------------------------------------------------------------------ - better support for equipment orders & tracking if fulfilled. - better support for lab orders & making sure they get fulfilled. - better support for erx & making sure they are fulfilled. ------------------------------------------------------------------------------------------------------------------ - better support for SMS thread. - support when they download the app -> click and call, track health data. ------------------------------------------------------------------------------------------------------------------