** “Schedule Appointment” button doesn’t work (was adding an appointment to an already-created case) A case log template is available for review under Vera, database template in public Case Information - [x] Add a different point system for multiple appointments for example when there’s multiple doctors or a trial - or multiple services multiple doctors - [ ] Add all the service types to the drop-down menu - currently labelled as assessment type the list of service codes can be found under Vera database templates in public. The document is Excel file maker, and WMA codes. - [x] Please explain how record ID number is record is generated (Auto-generated unique ID, increments from max existing record_id) - [x] Auto populate the file open date this should auto populate the day we click on ad case please ensure this field is not editable - [x] Please ensure case ID cannot be edited - [x] When we add a new case, will it generate automatic stamp for who opened the file for example trial Cordinator or Appointment Coordinator? (created_by field tracks username) - [x] Under assessment type, please add a field to select the city that the service is taking place- label as service location Claimant Details tab - [x] Add a tab for gender - [x] Add a tab for title - - [ ] Option to view last name history if changed Client Details - [x] Under company name add a tab for client name Client name - [x] Add a section for client email - [x] Add a section for fax number - [x] Add a section for the following assistant's name - assistance email - assistance, phone number Opposing lawyer - [ ] Add a section for lawyers email - [ ] Add a section for lawyers, assistat name, phone number and email address - [ ] Add a section for fax number Appointment Details - [x] Does appointment time generate time zone (timezone field added with dropdown for Canadian timezones) - [x] Next to the doctor tab, please add Dr. specialty (provider_specialty field added) - [x] Change Dr. to be labelled as provider (changed to "Provider" in form) - [x] And change to provider specialty (provider_specialty field added) - [x] add text box for clinic location of specific appointment (clinic_location field added) - [ ] You don't see Appointment details on case details when you open the file - [ ] Does date received tab auto populate case information section - [x] Add a section with a drop down menu labeled pill instructions received - yes / no - then a drop down option for MVA - DISABILITY - PSYCH - NEURO PSYCH - LEGAL - LOI - CLIENT QUESTIONS (pil_instructions_received and pil_instruction_type added) - [x] Date release can be removed and added to the accounting section (removed from appointments form) - [x] We need to add a tab that attaches the templated letter letters letters to that section these template of letters, need to auto populate and grab the information from the dashboard the templated letters are in (Phase 5: ✅ Completed - Template Letter System with variable substitution, generation, and linking to cases/appointments/invoices) - [ ] Can you add an upload document tab to the appointment tab this is where we will upload all of our appointment confirmation letters - [x] Also need a "meds" tab, for documentation from the client (appointment specific) - [x] Add a section to quit report deadline date (report_deadline_date field added) - [x] Add a section for report due date (report_due_date field added) - [x] Add a confirmation deposit letter to client sent yes and no, as well as as an option to add the date (confirmation_deposit_letter_sent and confirmation_deposit_letter_date added) - [x] Add a confirmation sent to doctor with yes or no options as well as a date (confirmation_sent_to_doctor and confirmation_sent_to_doctor_date added) - [x] Add a section to make sure that it's in the calendar yes or no (in_calendar field added) - [x] Add a section that says retainer required yes or no with a subsection that says retainer requested on retainer received on and retainer amount (retainer_required, retainer_requested_on, retainer_received_on, retainer_amount added) - [x] Add a section labelled agreement to pay and authorization to release ATP requested on ATP received on (atp_requested_on, atp_received_on added) Additional Services tab - [x] Videographer present yes no name And Company - [x] Nominee present yes no name And Company - [x] Interpreter present yes no name Company language - [x] Travel required - for claimant yes no travel details - Matt if you look under our folder in Public, I've uploaded travel arrangements for claimant template. You can use that and have those sections fillable on the app. - [x] Same goes for travel required for doctor. The form can be used Pil instruction - [x] Drop down menu with the following option MVA - Disability - Psych - Nuero Psych - Legal - (pil_instruction_type dropdown added with all options) - [x] LOI - received yes no date option (loi_received and loi_received_date added) Medical Documentation - [x] We also need a tab to upload all medical documentation - [x] Adding a upload document tab to the client details that's labelled medical documentation - [x] Also a spot to add the way we receive the medical documentation digital mail. Did we have to print it? - [x] Add in Weigh bill tracking number - [x] Add documents received on Dates - [x] Amount Received - [x] Type - PAPER or Digital - [x] Documents to be returned or shredded - [x] Cleit provided waybill yes no - [x] Clinic Chart Yes NO - [x] Clinic Chart Sent yes no - [ ] Accounting tab But Ana want the invoice tab to be visible to all users or user specific to Debbie Anna only - [x] A invoice number to an invoice number to correspond with the appointment that we are invoicing for example 68888 –1 that would be the invoice for Appointment 688–1 (Phase 4: ✅ Completed) - [x] A tab to select client company and client name (Phase 4: ✅ Completed) - [x] Add a tab for Specialis (Phase 4: ✅ Completed) - [x] With an option to add multiple services to each invoice (Phase 4: ✅ Completed - Line items) - [x] We need to add a quantity tab quantities can be listed by hours for trials for example if you choose trial prep, it needs to be listed three hours and then the hourly rate for the doctor will pull through from the trial fee template (Phase 4: ✅ Completed) - [x] Please change tax rate to being 5% default (Phase 4: ✅ Completed) - [x] Add a tab for due date of invoice - with options that say upon receipt for 30 days (Phase 4: ✅ Completed) - [x] A tab for provider fees - use provider fees come from the doctors tab in doctors information where we will update Dr. fees and doctor trial fees these fees don't change we just mark up case specifically (Phase 4: ✅ Completed) - [x] A tab for markup - each market is case specific (Phase 4: ✅ Completed) - [x] Put a drop-down menu for the way the invoice was sent via email or postage (Phase 4: ✅ Completed - delivery_method) - [x] This accounting tab needs to pull over the additional expenses from the appointment tab such as travel, flights accommodations, transportation, interpreter, Videographer, and nominee There is a travel package template that has fillable amounts (Phase 4: ✅ Completed - Expense integration) - [x] For overdue payments, we need a system that alerts us that the invoice is overdue (Phase 4: ✅ Completed) - [x] Once we are alerted for an over the invoice, we need to generate a option to send invoice overdue template (Phase 4: ✅ Completed) - [x] Also, please add a yes or no check box providing if report was sent out yes or no (Phase 4: ✅ Completed - report_sent) - [x] I need to make sure that when an appointment is created after 30 days or so we get a prompt to ensure that we've invoiced that appointment so that we don't miss invoicing (Phase 4: ✅ Completed - Uninvoiced appointments reminder) - [x] An important tab would be to have a report deadline or due date so we don't miss getting the report to the client in time for their deadline. This deadline would come from the appointments tab (Phase 4: ✅ Completed - report_deadline_date) - [x] Add a tab that includes the overdue invoice to clients letter so that it can be filled out & emailed to clients once invoices are 30 days overdue. (Phase 5: ✅ Completed - Template system supports overdue invoice letters, can be generated from templates) Doctor tab - [x] Will need to have a tab where we can upload Dr. fees please see Dr. fee form and trial fee form for insert options (Phase 4: ✅ Completed - provider_fee, trial_fee_per_hour, trial_fee_template) - [ ] Adding the original referral form from the website to the claim portion - [ ] Something that we noticed today is that when we search for a case, it opens up when we save you case details we’re unable to view the appointment detail tab - [x] Add a b/f BRING FORWARD option for follow up - set tasks (Phase 5: ✅ Completed - Bring Forward Tasks system with CRUD, filters, priority, status, assignment) There's a tab on the top that's labelled reports That's great to have there But we need to add a reports tab to each client file This way we can upload the finalized reports (Phase 5: ✅ Completed - Case Reports upload/download/delete in case view) Doctor field just jumped out again - [ ]