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CODESQUIRREL INTERNAL PLATFORM

Project: All ARC CRMBMCO - Desktop AppBMCO - ToolsBMCO - WebsitesBMCO -
WooCommerceBMCO - Tools VectaryCanwellCo CounselCCPC - Referrals SystemCFIH
desktop appChatstaCCPC - Mobile AppCode Squirrel SupportCS Backend TemplateCode
Squirrel - WebsiteDIY Designer - AppDIY Designer - WebsiteDarkstar
WebsiteEandBEnBMK4EnBMK5Esk Medical CentreFarma Group AustraliaFliixioFliit
DashboardFliitFoneMaxFllit QR UIGo to market sampleInspire - Admin
PortalInterior Design Brisbane - WebsiteIpswich Jets - WP + AppInspire - Class
AppImage Online - EnterpriseInspire - Reporting DashboardJarvisKelly's
DistributorsLAW Mobile AppCode Squirrel MarketingMoregate BiotechMFOB WebsiteMr
Toys - Call Log SystemCode Squirrel Nut CrackersONQOpenTrax - WebsiteOn
ScheduleOn Schedule - Cin7 StarShipIt IntegrationQLD Law Group - Desktop UI &
AppFliit QR UIRinstrum DRC
Status: All To Do In Progress Done
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Issue No Title Description Status ARC-2Split multi-referral, single patient.
(Implement referrals/disciplines)No DescriptionTo DoARC-3Future scopeNo
DescriptionTo DoARC-5Therapist sync with NookalWhenever a therapist is updated,
added or removed on Nookal, it should sync with the CRM DB. Internal fields
within the CRM should not be affected by this.Pending client approvalARC-6Admin
UI - Therapist management interfaceWill sync the initial list from Nookal under
, but additional fields are required in the admin UI. See figma:Pending client
approvalARC-7Therapist ManagementNo DescriptionScopeARC-8Discipline field on
therapistsDropdown to select the discipline of the therapist - seePending client
approvalARC-9Supervisor field on therapistsShould relate to another Nookal user
/ user on the therapist list.Pending client approvalARC-11Admin UI - Diagnosis
ListWill need to be manually entered by admin user. Can be copied from Nookal
case templates section to start with.Pending client approvalARC-13Diagnosis &
Case ManagementNo DescriptionScopeARC-14Matching to case titles in Nookal to set
the diagnosis value in CRMWhen a patient is diagnosed, a case will be logged in
Nookal.Pending client approvalARC-15Create Nookal case when creating Nookal
patient using template from ARC-11When using the ‘sync to nookal’ button to sync
the patient with existing nookal record or creating a new one if they don’t
already exist.Pending client approvalARC-17Create separate referrals table in
CRM to manage multiple concurrent referrals under the same patientSimilar to
ARC-25 - setting up the back end work for this.Pending client
approvalARC-18Reporting should based on referrals, rather than on clientsThis is
because the patient may have multiple disciplines and therefore therapists, each
with their own status depending on whether it is booked, confirmed, appt held,
etc.Pending client approvalARC-19Per-referral/discipline fieldsAs per figma and
Sue’s notes New discipline area to be added to client record UI and then will
create a new referral area per discipline.Pending client approvalARC-20Waitlist
ManagementNo DescriptionScopeARC-21Popup to enter Waitlist reason when moving
client to WaitlistAs per figma. If 'other' is selected, a reason must be entered
(as per ).Pending client approvalARC-22Filtering by reason and dateAdd the
waitlist reason and date client put onto the waitlist, as fields which can be
filtered or added as a column to the client list view.Pending client
approvalARC-23Updated Workflow StepsNo DescriptionScopeARC-24Discipline must be
set before you can check the box for "Referral received for review"i.e.
discipline is a required field prior to ticking ‘referral received’. Error if
not ticked: ‘A discipline must be selected before you can tick this box.’Pending
client approvalARC-25Referral/case must be progressed to or beyond "Referral"
status to appear in reportsPreviously the referrals were 1 per client but now
there can be multiple and must be reported on individually, whilst the client
remains as 1 record.Pending client approval