Lead Care Managers API

Administrative endpoints for managing Lead Care Manager (LCM) assignments for ECM patients. ECM patients are assigned both an Outreach Lead Care Manager (oLCM) and an Intensive Lead Care Manager (iLCM) for care coordination.

Overview

Lead Care Managers are responsible for coordinating care for ECM patients. The system supports two types of Lead Care Managers:

Role	Abbreviation	Description
Outreach Lead Care Manager	oLCM	Handles initial outreach and engagement with patients
Intensive Lead Care Manager	iLCM	Handles intensive care coordination for high-acuity patients

Lead Care Manager assignments are stored in the case_loads table, which links patients to their assigned provider and LCMs.

List Lead Care Managers

Get a list of users who can be assigned as Lead Care Managers.

Endpoint: GET /v1/admin/clinic/ecm/lead_care_managers
Authentication: Required (Admin role)

Query Parameters

Parameter	Type	Required	Description
`page`	integer	No	Page number (default: 1)
`per_page`	integer	No	Items per page (default: 25)
`search`	string	No	Search by name
`role`	string	No	Filter by role type (olcm, ilcm)

Example Request


GET /v1/admin/clinic/ecm/lead_care_managers?search=Jane HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here

Example Response


{
  "lead_care_managers": [
    {
      "id": 101,
      "name": "Jane Coordinator",
      "email": "[email protected]",
      "roles": ["ecm", "coordinator"],
      "assigned_patients_count": 15,
      "olcm_assignments_count": 10,
      "ilcm_assignments_count": 5
    },
    {
      "id": 102,
      "name": "Bob Manager",
      "email": "[email protected]",
      "roles": ["ecm", "coordinator"],
      "assigned_patients_count": 20,
      "olcm_assignments_count": 12,
      "ilcm_assignments_count": 8
    }
  ],
  "pagination": {
    "current_page": 1,
    "total_pages": 2,
    "total_count": 30,
    "per_page": 25
  }
}

Assign Lead Care Manager

Assign a Lead Care Manager to an ECM patient.

Endpoint: POST /v1/admin/clinic/ecm/lead_care_managers/assign
Authentication: Required (Admin role)

Request Body Parameters

Parameter	Type	Required	Description
`patient_id`	integer	Yes	Patient ID
`olcm_user_id`	integer	No	User ID for Outreach Lead Care Manager
`ilcm_user_id`	integer	No	User ID for Intensive Lead Care Manager

Note: At least one of olcm_user_id or ilcm_user_id must be provided.

Example Request - Assign oLCM


POST /v1/admin/clinic/ecm/lead_care_managers/assign HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here
 
{
  "patient_id": 123,
  "olcm_user_id": 101
}

Example Request - Assign Both LCMs


POST /v1/admin/clinic/ecm/lead_care_managers/assign HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here
 
{
  "patient_id": 123,
  "olcm_user_id": 101,
  "ilcm_user_id": 102
}

Success Response


{
  "message": "Lead Care Manager assigned successfully",
  "case_load": {
    "id": 789,
    "patient_id": 123,
    "patient_name": "John Doe",
    "provider_id": 456,
    "provider_name": "Dr. Smith",
    "olcm_user_id": 101,
    "olcm_name": "Jane Coordinator",
    "ilcm_user_id": 102,
    "ilcm_name": "Bob Manager",
    "created_at": "2024-11-27T10:00:00.000Z",
    "updated_at": "2024-11-27T10:00:00.000Z"
  }
}

Update Lead Care Manager Assignment

Update the Lead Care Manager assignment for an ECM patient.

Endpoint: PUT /v1/admin/clinic/ecm/lead_care_managers/assign
Authentication: Required (Admin role)

Request Body Parameters

Same as Assign Lead Care Manager endpoint.

Example Request


PUT /v1/admin/clinic/ecm/lead_care_managers/assign HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here
 
{
  "patient_id": 123,
  "ilcm_user_id": 103
}

Remove Lead Care Manager Assignment

Remove a Lead Care Manager assignment from an ECM patient.

Endpoint: DELETE /v1/admin/clinic/ecm/lead_care_managers/assign
Authentication: Required (Admin role)

Request Body Parameters

Parameter	Type	Required	Description
`patient_id`	integer	Yes	Patient ID
`role`	string	Yes	Role to remove: `olcm` or `ilcm`

Example Request


DELETE /v1/admin/clinic/ecm/lead_care_managers/assign HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here
 
{
  "patient_id": 123,
  "role": "olcm"
}

Success Response


{
  "message": "Lead Care Manager assignment removed successfully"
}

Get Patient’s Lead Care Managers

Get the Lead Care Manager assignments for a specific patient.

Endpoint: GET /v1/admin/clinic/ecm/patients/{patient_id}/lead_care_managers
Authentication: Required (Admin role)

Path Parameters

Parameter	Type	Required	Description
`patient_id`	integer	Yes	Patient ID

Example Request


GET /v1/admin/clinic/ecm/patients/123/lead_care_managers HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here

Example Response


{
  "patient_id": 123,
  "patient_name": "John Doe",
  "case_load": {
    "id": 789,
    "provider_id": 456,
    "provider_name": "Dr. Smith",
    "olcm": {
      "user_id": 101,
      "name": "Jane Coordinator",
      "email": "[email protected]",
      "assigned_at": "2024-11-27T10:00:00.000Z"
    },
    "ilcm": {
      "user_id": 102,
      "name": "Bob Manager",
      "email": "[email protected]",
      "assigned_at": "2024-11-27T10:00:00.000Z"
    }
  }
}

Bulk Assign Lead Care Managers

Assign Lead Care Managers to multiple patients at once.

Endpoint: POST /v1/admin/clinic/ecm/lead_care_managers/bulk_assign
Authentication: Required (Admin role)

Request Body Parameters

Parameter	Type	Required	Description
`assignments`	array	Yes	Array of assignment objects
`assignments[].patient_id`	integer	Yes	Patient ID
`assignments[].olcm_user_id`	integer	No	User ID for oLCM
`assignments[].ilcm_user_id`	integer	No	User ID for iLCM

Example Request


POST /v1/admin/clinic/ecm/lead_care_managers/bulk_assign HTTP/1.1
Content-Type: application/json
X-User-Token: your_admin_token_here
 
{
  "assignments": [
    {
      "patient_id": 123,
      "olcm_user_id": 101,
      "ilcm_user_id": 102
    },
    {
      "patient_id": 124,
      "olcm_user_id": 101
    },
    {
      "patient_id": 125,
      "ilcm_user_id": 102
    }
  ]
}

Success Response


{
  "message": "Bulk assignment completed",
  "successful_count": 3,
  "failed_count": 0,
  "results": [
    {
      "patient_id": 123,
      "status": "success"
    },
    {
      "patient_id": 124,
      "status": "success"
    },
    {
      "patient_id": 125,
      "status": "success"
    }
  ]
}

Case Load Structure

The case load links patients to their care team:

Field	Type	Description
`id`	integer	Case load ID
`patient_id`	integer	Patient ID
`provider_id`	integer	Primary provider ID
`olcm_user_id`	integer	Outreach Lead Care Manager user ID
`ilcm_user_id`	integer	Intensive Lead Care Manager user ID
`created_at`	string	When the case load was created
`updated_at`	string	When the case load was last updated

JavaScript Example


// Assign Lead Care Manager
const assignLCM = async (patientId, olcmUserId, ilcmUserId) => {
  const response = await fetch('/v1/admin/clinic/ecm/lead_care_managers/assign', {
    method: 'POST',
    headers: {
      'Content-Type': 'application/json',
      'X-User-Token': 'YOUR_TOKEN'
    },
    body: JSON.stringify({
      patient_id: patientId,
      olcm_user_id: olcmUserId,
      ilcm_user_id: ilcmUserId
    })
  });
  
  return response.json();
};
 
// Get patient's LCM assignments
const getPatientLCMs = async (patientId) => {
  const response = await fetch(`/v1/admin/clinic/ecm/patients/${patientId}/lead_care_managers`, {
    headers: {
      'X-User-Token': 'YOUR_TOKEN'
    }
  });
  
  return response.json();
};

cURL Example


# Assign Lead Care Manager
curl -X POST "https://your-api-domain.com/v1/admin/clinic/ecm/lead_care_managers/assign" \
  -H "Content-Type: application/json" \
  -H "X-User-Token: YOUR_TOKEN" \
  -d '{
    "patient_id": 123,
    "olcm_user_id": 101,
    "ilcm_user_id": 102
  }'

Error Responses

403 Forbidden


{
  "errors": ["Admin access required"]
}

404 Not Found


{
  "errors": ["Patient not found"]
}

422 Unprocessable Entity


{
  "errors": ["At least one of olcm_user_id or ilcm_user_id must be provided"]
}

Best Practices

Assign Both LCMs: When possible, assign both oLCM and iLCM for comprehensive care coordination
Workload Balance: Monitor assigned patient counts to ensure balanced workloads
Continuity of Care: Avoid frequent LCM changes to maintain patient relationships
Bulk Operations: Use bulk assign for initial setup or large-scale reassignments
Documentation: Document reasons for LCM changes in patient activities