PS: all data was anonymized
File: sonder-rails/app/models/client_referral_member.rb
- this holds the match pair
- is a Join Table that holds (but not limited to) these associations:
- client_referral
- persona_client
- persona_provider
- for our purposes
aasm_statewill always be ‘member_selected’ (the initial state), which may become:- accepted
- notification_delayed
- notified
- member_selected (initial)
- scheduled
- expired
- declined
- Attributes:
[25] pry(main)> crm
#<ClientReferralMember:0x000000010810c990> {
:id => 400,
:client_referral_id => 564,
:notified_at => Tue, 24 Apr 2018 16:13:51 UTC +00:00,
:declined_at => nil,
:accepted_at => nil,
:note => nil,
:aasm_state => "expired",
:created_at => Tue, 24 Apr 2018 16:13:51 UTC +00:00,
:updated_at => Tue, 24 Apr 2018 17:20:13 UTC +00:00,
:provider_rematch_reason_id => nil,
:patient_id => nil,
:block_number => 1,
:scheduled_at => nil,
:expired_at => Tue, 24 Apr 2018 17:20:13 UTC +00:00,
:referral_key => "2b63539f91fb0ac69dc9",
:persona_provider_id => 137,
:last_contact_attempted_at => nil,
:contact_attempts => 0,
:search_order => nil,
:timed_out_at => nil,
:persona_admin_id => nil,
:notification_delayed_at => nil,
:manual_match_client_notified_at => nil
}
[26] pry(main)>File: sonder-rails/app/models/client_referral.rb
- filter are properties used to obtain a match from the DB (match info)
- one filter results in many matches (CRMs)
[6] pry(main)> ClientReferral.last(rand(100)).first # some random NCR
ClientReferral Load (17.8ms) SELECT "client_referrals".* FROM "client_referrals" ORDER BY "client_referrals"."id" DESC LIMIT $1 [["LIMIT", 100]]
#<ClientReferral:0x000000011dbb1250> {
:id => 318940,
:aasm_state => "processing",
:created_at => Thu, 18 Nov 2021 02:47:54 UTC +00:00,
:updated_at => Thu, 18 Nov 2021 02:48:12 UTC +00:00,
:stripe_card_token => nil,
:stripe_customer_id => nil,
:internal_match => false,
:filter => {
"query" => {
"ages" => [[0] 2798],
"associate" => false,
"locations" => [
[0] {
"lat" => "40.0149856",
"lng" => "-105.2705456",
"radius" => 25
}
],
"specialties" => [
[0] 2881,
[1] 2877,
[2] 2869,
[3] 2846
],
"matching_enabled" => true,
"accepting_clients" => true,
"location_accesses" => true,
"telehealth_preferred" => false,
"enabled_matching_networks" => [[0] 19],
"exclude_past_notified_limit" => true,
"any_provider_network_matching_enabled" => true
}
},
:form_data => {},
:issue => {},
:clients => {},
:config => {
"automatch" => true,
"time_zone" => "America/Denver",
"max_contacts" => 25,
"accept_timeout" => 60,
"auto_cancel_days" => 8,
"block_accept_count" => 5,
"block_notify_count" => 10,
"distance_search_expand" => 10,
"distance_search_radius" => 15,
"accept_schedule_timeout" => 24,
"distance_search_expand_max" => 25,
"automatch_providers_min_count" => 2,
"pending_referral_auto_cancel_days" => 10
},
:contact_first_name => "Jess-313983",
:contact_last_name => "Schoen-313983",
:contact_email => "[email protected]",
:contact_phone => "7205136681",
:contact_sms_allowed => false,
:insurance_name => nil,
:insurance_plan_name => nil,
:insurance_number => nil,
:insurance_group => nil,
:insurance_holder_first_name => nil,
:insurance_holder_last_name => nil,
:referral_key => "de4f78c66dd1502141b0",
:persona_client_id => 307423,
:contact_birthdate => Sat, 02 Oct 1993,
:gender_id => 222,
:contact_cell_phone => "7205136681",
:notified_at => Thu, 18 Nov 2021 02:47:54 UTC +00:00,
:can_contact => false,
:canceled_at => nil,
:notified_count => 1,
:referral_source => nil,
:admin_touched_at => nil,
:send_reminder_emails => true,
:pending_stated_at => nil,
:pending_reason_id => nil,
:ad_medium => nil,
:ad_track_date => nil,
:form_wizard_response_id => 3012040,
:external_referral => nil,
:external_referral_search => nil,
:external_referral_date => nil,
:lat_lng_zip => "72907-0537",
:lat_lng_city => "Caryton",
:lat_lng_state => "AK",
:lat_lng_geo_data => {},
:tags => [],
:needs_review => false,
:backfill_eligible => true
}
[7] pry(main)>File: sonder-rails/app/models/persona/provider.rb
- Represents a provider, more data into its user association
[23] pry(main)> crm.persona_provider
Persona::Provider Load (7.3ms) SELECT "persona_providers".* FROM "persona_providers" WHERE "persona_providers"."id" = $1 LIMIT $2 [["id", 137], ["LIMIT", 1]]
#<Persona::Provider:0x00000001088cab28>
{
:id => 137,
:user_id => 137,
:created_at => Wed, 16 Mar 2016 23:00:40 UTC +00:00,
:updated_at => Tue, 03 Aug 2021 18:17:51 UTC +00:00,
:npi => "1245319599",
:accepting_clients => false,
:availability_last_set => Fri, 30 Oct 2020 17:32:52 UTC +00:00,
:remittance_address => "15818 W 83rd Ave",
:education_level_id => 2688,
:payout_method_id => 2700,
:matching_enabled => true,
:associate => false,
:ach_w9_information_recevied => false,
:client_portals_required => true,
:training_complete => true,
:freshsales_contact_id => "5004176537",
:login_allowed => true,
:push_enabled => false,
:pay_guaranteed => true,
:pick_as_own_therapist => false,
:practice_state => "CO",
:telehealth_attested_at => Wed, 18 Mar 2020 04:15:32 UTC +00:00,
:telehealth_last_attestation_ip => #<IPAddr: IPv4:71.33.150.124/255.255.255.255>,
:search_rank => 49,
:telehealth_preferred => true,
:accepting_sam_clients => false,
:ptan => nil,
:total_referral_notified_today => 0
}File: sonder-rails/app/models/persona/client.rb
- Represents a client, more data into its user association
#[24] pry(main)> crm.persona_client
# Persona::Client Load (30.6ms) SELECT "persona_clients".* FROM "persona_clients" INNER JOIN "client_referrals" ON "persona_clients"."id" = "client_referrals"."persona_client_id" WHERE "client_referrals"."id" = $1 LIMIT $2 [["id", 564], ["LIMIT", 1]]
#<Persona::Client:0x0000000108af7e00>
{
:id => 149251,
:user_id => 1,
:created_at => Wed, 02 Jun 2021 02:42:09 UTC +00:00,
:updated_at => Wed, 02 Jun 2021 02:42:09 UTC +00:00,
:stripe_customer_id => nil,
:login_allowed => true,
:disallow_claims => false,
:allow_scheduling => true,
:push_enabled => false,
:ad_medium => nil,
:ad_track_date => nil,
:notify_of_scheduled_charge => false,
:send_first_nps_survey_at => nil,
:send_four_week_nps_survey_at => nil,
:tags => [],
:allow_multipayor => false,
:financial_owner_id => "priv.billing.client:149251"
}