AiMedPolicy™ User Manual

Requirements

Windows 10 & 11 Requires: Windows 10 or later (64-bit), .NET 10 Runtime, 4GB RAM minimum, 8GB RAM recommended, and 200MB available disk space for the application.
Mac version Requires: macOS 12 Monterey or later (64-bit Intel or Apple Silicon), .NET 10 Runtime, 4GB RAM minimum, 8GB RAM recommended, and 200MB available disk space for the application.
Browser: A current version of Microsoft Edge, Google Chrome, Safari, or Firefox.
Screen: A desktop or laptop display is recommended for reviewing detailed patient results and certificates.

Patents Pending

AiMedPolicy™, Zero-Training AI^™, Decision Engine^™, and Decision Certificate^™ include proprietary technology that is the subject of pending United States and international patent applications.

What Is Zero-Training AI™?

Our Zero-Training AI™ represents the Dimensions, Relationships, and Constraints within an N-Dimensional Space I call Decision Space™.
I then endow Decision Space™ with an N-dimensional Riemannian geometry by defining a metric tensor g_ij on the tangent space at every point. Its local tangent spaces represent permissible infinitesimal changes, while the metric determines the manifold’s geodesics, Christoffel symbols, Levi-Civita connection, and curvature tensors. The metric tensor mathematically describes the changing relationships and decision costs among dimensions, while the manifold’s curvature represents how constraints deform the available decision paths.

Each potential decision becomes a trajectory across this curved geometry. Using covariant derivatives, geodesic equations, stationary-action principles, Lagrange multipliers, and constrained optimization, the system calculates a candidate path that satisfies the objective while remaining within the feasible and safe region of Decision Space™. The candidate is accepted as a valid minimum only after satisfying the Riemannian Karush–Kuhn–Tucker conditions and the second-order sufficient optimality condition. This requires the constrained Riemannian Hessian of the Lagrangian to be positive definite over the feasible critical directions, establishing a Morse index of zero and confirming that the solution is a strict local minimum—not a maximum or saddle point. Where geodesic convexity can also be established, the solution is certified as a global minimum. As conditions change, the manifold’s metric, curvature, and constraint boundaries change, causing the trajectory and its minimum certificate to be recalculated directly from the new conditions—without training data, pattern matching, or probabilistic guessing. The result is an explainable decision whose dimensions, relationships, constraints, geometric trajectory, optimality conditions, and final authorization can all be inspected and independently verified.

AiMedPolicy™ applies this technology to medical-policy and healthcare-quality evaluation, converting complex clinical requirements and patient data into fast, consistent, auditable decisions. It identifies compliant patients, exclusions, missing evidence, and actionable care gaps while producing a transparent Decision Certificate™ for every result—creating a scalable platform for reducing administrative costs, improving quality performance, and supporting better patient outcomes.

Application Views & Tester Controls

This section inventories every Razor view included in the application source and explains what testers should expect from every visible button and dropdown. An active page has a matching controller route in the current application. A source-only view is retained in the project but is not currently returned by a controller action. A supporting view is a layout, partial, or Razor setup file used by other pages and is not opened directly.

Tester rule: perform clinical workflow testing on active pages. Do not report a source-only or supporting view as an inaccessible screen unless the release specification says that it must have its own route.

Global navigation and shared user-interface views

`Views/Shared/_Layout.cshtml` — Main application shell

What it does: Wraps the active desktop pages with the application header, navigation, global JavaScript and CSS, authorization modal, theme support, and footer.

Button, link, or dropdown	What it does	Tester check
AiMedPolicy™ brand / Home	Opens the Home view.	The Home page should load without losing the current theme.
Actionable	Opens the Executive Dashboard command center.	The dashboard should show the selected measurement year's operational results.
Gap Resolution	Opens the patient quality-gap worklist.	The Gap Resolution Center should load with server-side paging and no patient limit.
Evaluations	Opens the measure evaluation workspace.	The currently selected measure and year should be visible.
Settings	Opens theme and license information.	The current theme and authorization details should be displayed.
Manual	Opens the published AiMedPolicy manual at its Requirements section.	The external manual should open successfully.
Admin dropdown	Available to authorized PRO administrators. Contains Data Import, Medical Policies, Optional Validation Check, and Staff & Work Queues.	After successful authorization and page refresh, the Admin menu and all four choices should appear.
Login	Opens the administrator authorization modal.	The modal should open without navigating away.
Navigation toggle	Expands or collapses the navigation on narrow displays.	Every navigation item must remain reachable on a smaller browser window.

`Views/Shared/_AuthorizeModal.cshtml` — Administrator authorization

What it does: Collects the purchaser email address and authorizes the PRO administrator features for the displayed device serial number.

Control	What it does	Tester check
Email	Accepts the email address used for the PRO purchase.	An invalid or unrecognized address must not authorize administrative access.
Authorize Admin	Calls the global authorization function and validates the email and serial number.	On success, the modal should close and the refreshed page should show the Admin menu.
Run User Version	Closes the modal without administrator authorization.	The normal user navigation remains available and Admin remains hidden.

`Views/Shared/_SplashModal.cshtml` — Startup splash content

What it does: Provides the hidden Bootstrap modal container used to show a startup image and text. Buttons/dropdowns: none in this partial; its display is controlled by application JavaScript.

`Views/Shared/_DisclaimerSoftware.cshtml` — Software disclaimer

What it does: Displays the software disclaimer and links to Privacy Policy, Cookies, and Terms of Use. Buttons/dropdowns: none. Each legal link opens the named legal view in a new browser tab.

`Views/Shared/Error.cshtml` — Error page

What it does: Displays an unhandled-request message, request identifier, and development-mode guidance when enabled. Buttons/dropdowns: none.

`Views/Shared/_LayoutMobile.cshtml` — Legacy mobile/manual shell

What it does: Supplies a mobile navigation shell for an older manual structure. The Menu toggle expands or collapses the menu; its section links jump to named manual anchors; License opens the License view in a new tab. This is a supporting layout and is not a standalone page.

`Views/Shared/_ManualLayout.cshtml` — Manual support layout

What it does: Supplies shared HTML, styles, scripts, analytics, and footer behavior for manual content. Buttons/dropdowns: none in the layout itself. This is not opened directly.

`Views/Shared/_ValidationScriptsPartial.cshtml` — Form-validation scripts

What it does: Loads the local jQuery validation and unobtrusive validation scripts for pages that include it. Buttons/dropdowns: none; this partial has no visible interface.

Clinical operations and evaluation views

`Views/ExecutiveDashboard/Index.cshtml` — Executive Dashboard

What it does: Gives hospital leaders one command center for targeted or hospital-wide evaluation, completed-run summaries, missing-data review, and care-gap action.

Control	What it does	Tester check
Measurement year	Sets the measurement year for the requested evaluation and displayed operational results.	Use a four-digit supported year and confirm the result headings match it.
Measure dropdown	Selects All ready measures or one ready enabled measure.	The selected measure must control what is evaluated.
Patient scope dropdown	Changed patients since last run evaluates changed records and carries forward unchanged certified results; Existing FAIL and UNKNOWN patients re-evaluates the actionable population; One patient targets one identifier; Patient list / cohort targets a comma- or line-separated list; Full hospital population evaluates all current patients.	Use the smallest appropriate scope and confirm the run summary identifies it.
Patient identifiers	Appears for One patient or Patient list / cohort and accepts internal or external identifiers.	A required identifier cannot be omitted for those two scopes.
RUN SELECTED SCOPE	Queues and monitors the requested deterministic evaluation.	The button should not duplicate a run, and completion should refresh the summaries.
All results	Opens the complete results worklist for that measure and completed run.	The linked policy, year, and run must match the selected row.
Missing data	Opens the UNKNOWN worklist.	Only UNKNOWN records from the linked run should be shown.
Care gaps	Opens the FAIL worklist.	Only FAIL records from the linked run should be shown.
Open Decision Certificate	Opens the selected patient's full deterministic certificate.	The patient, measure, year, run, and status must match the worklist row.
DataTable controls	Rows per page, Search, sortable headings, and paging navigate the four dashboard tables. Large patient tables use server-side paging and have no patient limit.	Search, sort, change page size, and open a row in both light and dark themes.

`Views/Evaluations/Index.cshtml` — Evaluations

What it does: Runs and reviews one enabled quality measure for one measurement year, reports data coverage, and lists patients requiring action.

Control	What it does	Tester check
Quality measure dropdown	Selects an enabled measure; disabled or incomplete measures are visibly unavailable. Changing it reloads the workspace.	The page title, requirements, metrics, and worklist must change to the selected measure.
Measurement year dropdown	Selects the year used for coverage and evaluation.	All dates and links must retain the selected year.
What must be completed	Expands or collapses the selected measure's completion requirements.	The requirements should match the configured measure.
Update Data & Run Evaluation / Load Data & Run Evaluation	Selects a CSV through the desktop file picker, imports it, normalizes it, and runs the selected measure.	The workflow should report each stage and finish with refreshed results.
Run [measure] Using Current Data	Runs the selected measure against already normalized data without importing a new file.	No file picker should appear.
Cancel	Cancels the current import, normalization, or evaluation where cancellation is supported.	The operation should stop cleanly and leave existing completed results intact.
View Results	Opens the complete patient results for the current measure, year, and latest run.	The results page must retain that context.
Operational question links	Open the FAIL worklist, UNKNOWN worklist, full results, improvement comparison, or data-coverage section described by each question.	Each link should land on the named answer, status, or section.
Open	Opens the Decision Certificate for the selected actionable patient.	The certificate must match the row.
Patients requiring action DataTable	Search, sortable headings, rows per page, and paging work across the complete server-side result set without a 100-patient cap.	Verify a patient beyond the first page can be searched and opened.

`Views/ExecutiveValidation/Index.cshtml` — Optional Administrative Check

What it does: Runs isolated, fixed-answer deterministic tests and informational measure-readiness checks. It does not add, alter, or delete hospital patient records and does not block normal operation.

Control	What it does	Tester check
RUN OPTIONAL VALIDATION CHECK	Executes all configured known-answer tests and readiness checks, then renders the report.	Confirm the deterministic expected and actual statuses match; ATTENTION items remain informational.
Result-table controls	When results exist, the DataTables controls search, sort, page, and change the number of displayed rows.	All columns must fit the available width and remain readable in dark theme.

`Views/MedicalPolicies/Results.cshtml` — Measure Results Worklist

What it does: Shows the selected measure's patient results for a completed run and provides status, patient, export, and certificate access.

Control	What it does	Tester check
Policies	Returns to Medical Policies configuration.	The configuration page should load without changing stored settings.
Export CSV	Downloads rows matching the current policy, year, run, status, and search filters.	Open the downloaded CSV and compare its filters and counts with the screen.
Measurement year dropdown	Switches the worklist to the selected year.	The latest applicable completed run should be selected for that year.
Evaluate [measure]	Runs the selected policy against current normalized data.	Completion should produce a new completed run and refresh counts.
FAIL / UNKNOWN / PASS validation-sample links	Apply the selected status filter to open representative result groups.	The status filter and displayed rows must agree.
Status dropdown	Selects All statuses, FAIL, UNKNOWN, EXCLUDED, NOT_ELIGIBLE, or PASS.	Only the selected status should remain after Filter.
Patient ID search	Filters by the patient's internal or external identifier.	An exact known patient should be returned.
Filter	Applies status and patient search values.	The URL and result summary should retain the selected filters.
Clear	Removes status and patient filters while retaining policy, year, and run.	The unfiltered worklist should return.
Open Decision Certificate	Opens the selected patient's certificate.	Patient and result status must match the row.
Raw evidence JSON	Expands or collapses the stored source evidence for a row.	The JSON should be readable and must belong to that patient result.
Previous / Next	Moves through paged patient results.	Filters must remain applied while paging.

`Views/MedicalPolicies/DecisionCertificate.cshtml` — Patient Decision Certificate

What it does: Displays the complete certified patient result, its evidence, deterministic dimensions, rules, rule groups, relationships, and safety boundaries.

Control	What it does	Tester check
Evaluations	Returns to the evaluation workspace for the certificate's measure and year.	The measure and year should be preserved.
Back to Worklist	Returns to the same completed run and result-status worklist.	The prior filter context should be preserved.
Download JSON	Downloads the complete raw certificate as JSON.	The downloaded status, patient, policy, year, and run should match the screen.
Print / Save PDF	Opens the browser print dialog so the certificate can be printed or saved as PDF.	The dialog must open, certificate content must be printable, and navigation controls should not pollute the printout.
Raw stored evidence	Expands fallback evidence when a complete certificate is unavailable.	It should only appear when applicable.
Complete raw certificate JSON	Expands or collapses the complete certificate payload.	The JSON must agree with the formatted certificate.

Gap Resolution and workforce views

`Views/GapResolution/Index.cshtml` — Gap Resolution Center

What it does: Creates an operational worklist from FAIL and UNKNOWN results and supports searching, assignment, priority, due dates, and status tracking without a patient cap.

Control	What it does	Tester check
Measurement year dropdown	Selects the worklist year from the current year back to 2000.	Changing the year reloads counts, filters, and cases for that year.
Staff & queues	Opens Workforce administration for the same year.	The measurement year should be preserved.
Workflow status dropdown	Filters All statuses, New, Assigned, In progress, Resolved, Patient declined, or Unable to complete.	Displayed rows and totals should match the selected workflow state.
Priority dropdown	Filters All priorities, Routine, High, or Urgent.	Only matching priorities should remain.
Measure dropdown	Filters all measures or one configured measure.	Only the selected measure should remain.
Assignee dropdown	Filters All assignees, Unassigned only, or one staff member. Inactive staff remain labeled for historical review.	Verify both an assigned queue and Unassigned only.
Department dropdown	Filters All departments, No department, or one department. Inactive departments remain labeled.	Verify a department queue and No department.
Clear filters	Resets all worklist filters and the DataTable search.	The complete worklist should return.
Assign to staff member	Selects no individual owner or one active staff member; selecting a staff member also supplies that member's department.	Assigned ownership should appear in the row and audit history.
Department	Selects no department or an active department and supplies department due-date targets.	Department-only assignment must be supported.
Priority	Sets Routine, High, or Urgent for the assignment.	Confirm the priority badge and due-date calculation.
Due date	Sets an explicit due date; when blank, the department's priority target is used where available.	Test both an explicit date and automatic due-date calculation.
Apply to every filtered open gap	Changes bulk assignment from selected rows to every open case matching current filters.	The confirmation should state the wider scope before submission.
Select current page	Selects or clears every gap row currently visible on the DataTable page.	Changing pages must not silently select hidden rows.
Assign gaps	Applies the chosen owner or department, priority, and due date to selected rows or all filtered open gaps.	A staff member or department is required; closed cases must not be reassigned by the all-filtered option.
Open	Opens the selected case's Gap Details view.	The case, patient, measure, and year must match the row.
Patient quality gaps DataTable	Search, sortable headings, 100-row default page size, alternate page sizes, and paging cover all cases with no patient limit.	Search and open a case not originally visible on page one.

`Views/GapResolution/Details.cshtml` — Gap Case Details

What it does: Manages one patient gap's ownership, workflow, notes, protected evidence attachments, audit trail, and deterministic re-evaluation.

Control	What it does	Tester check
Back to worklist	Returns to Gap Resolution for the case's measurement year.	The year and relevant worklist context should be retained.
Decision certificate	Opens the source patient certificate associated with the gap.	The certificate must match the case.
Assigned to dropdown	Selects no individual owner or a staff member, including labeled inactive historical members.	Changing staff should populate the corresponding department where configured.
Department dropdown	Selects no department or a department and exposes its due-date targets.	The saved department must appear in the worklist row.
Priority dropdown	Sets Routine, High, or Urgent.	The saved priority and due date should agree.
Due date	Sets or clears the operational due date.	Overdue behavior should be based on the saved date.
Workflow status dropdown	Sets New, Assigned, In progress, Resolved, Patient declined, or Unable to complete.	The worklist counts and status badge must update.
Save case	Saves assignment, department, priority, due date, and workflow status and records an audit event.	Refresh and verify all values persist.
Manage staff & departments	Opens Workforce administration for the same measurement year.	Return to the case after creating or changing an owner.
Evidence file	Selects an allowed PDF, image, text, CSV, JSON, or XML file up to the displayed size limit.	Unsupported or oversized files must be rejected.
Evidence date	Records the clinical or source date associated with the attachment.	The saved date should appear in the evidence table.
Description	Records a concise description of the attachment.	The description should persist with the file.
Attach and re-evaluate	Stores the protected evidence file and its SHA-256 metadata, then triggers single-patient deterministic re-evaluation. The attachment itself is not automatically normalized clinical data.	Confirm the file appears, the audit trail records it, and the re-evaluation outcome is shown.
Re-evaluate now	Runs the patient against current normalized clinical data without uploading a file.	The prior certificate remains auditable and the new outcome is recorded.
Add note	Adds the entered operational or clinical-review note to the activity history.	Blank notes should be rejected and saved notes should persist.
Download	Downloads a stored evidence attachment through the protected evidence endpoint.	The downloaded file name, hash, and contents must match the attachment.
Evidence and activity DataTables	Search, sort, page, and change rows per page when enough records exist.	Controls must work in light and dark themes.

`Views/Workforce/Index.cshtml` — Staff & Work Queues

What it does: Maintains departments, staff ownership records, role mappings, due-date targets, operational queues, and governance history.

Control	What it does	Tester check
Measurement year dropdown	Changes the year used for assigned and unassigned gap counts and queue links.	The summary and queue links must use the selected year.
Open Gap Resolution	Opens the Gap Resolution Center for the selected year.	The year should be preserved.
Department Availability dropdown	Sets a department Active or Inactive. Inactive departments remain available for historical display but not new active assignment choices.	Verify deactivation does not delete history.
Save department	Creates or updates the department code, name, routine/high/urgent due-day targets, and availability.	Duplicate or stale edits should be handled safely.
Department Clear	Resets the department editor to Add department and restores default due days.	Hidden record identifiers must return to zero.
Staff Department dropdown	Assigns No department or one department to the staff member.	The saved department should appear in the staff table and gap assignment choices.
Quality role dropdown	Selects the configured quality role, such as Quality administrator, Quality manager, Clinical reviewer, Care coordinator, or Data steward.	The human-readable role should appear in the staff table.
Staff Availability dropdown	Sets the staff member Active or Inactive. Inactive staff remain in historical records but are not offered for new active assignment.	Verify existing case history is preserved.
Save staff member	Creates or updates employee identifier, display name, email, login mapping, department, role, and availability.	Refresh and confirm every value persists.
Staff Clear	Resets the staff editor to Add staff member and restores the default role and availability.	Hidden record identifiers must return to zero.
Department Edit	Loads that department into the editor and changes the heading to Edit department.	All due-day targets and row version must load correctly.
Department Queue	Opens Gap Resolution filtered to that department and year.	Only the selected department's gaps should appear.
Staff Edit	Loads that staff member into the staff editor.	All identity, role, department, status, and row-version fields must load correctly.
My work	Opens Gap Resolution filtered to that staff member and year.	Only the selected staff member's assigned gaps should appear.
DataTable controls	The Departments, Hospital staff, and Recent activity tables support search, sort, paging, and 25/50/100/250/500/All page sizes, with 100 rows shown by default.	There is no department or staff limit; verify row controls and dark theme.

Data import views

`Views/DataImport/Index.cshtml` — Flattened FHIR CSV Import

What it does: Uses the desktop application's native file picker to stage a flattened FHIR CSV, normalize the staged rows into clinical resources, and review recent imports.

Control	What it does	Tester check
Source-system code / name	Identifies the system that supplied the file and is stored with the import.	Use stable values so later imports can be correlated.
Duplicate policy dropdown	Skip identical records ignores exact duplicates; Replace matching source replaces matching source records; Keep all versions retains every imported version.	Test only with a controlled backup because duplicate behavior changes stored data.
Select CSV file	Opens the Electron desktop file picker. The application does not upload the file through a browser form.	Select a valid flattened FHIR CSV and confirm its name appears before import.
Start import	Streams and stages the selected file using the entered source and duplicate policy.	The button remains disabled until a valid selection is present.
Cancel import	Cancels the active staging operation.	The completed database baseline must remain usable.
Normalize data	Converts a successfully staged batch into normalized patient clinical resources used by the evaluators.	It becomes available only after staging succeeds.
Cancel normalization	Cancels the active normalization operation.	The job should stop without corrupting prior normalized data.
Refresh	Reloads Recent Imports and their current status.	Status changes should appear without duplicating rows.
Normalize row action	Starts normalization for a recent batch whose status is STAGED.	The action should disappear or change after normalization starts.
Verify row action	Opens the Verify view for a normalized batch.	The selected batch identifier must match.

`Views/DataImport/Verify.cshtml` — Import Verification

What it does: Shows the selected import batch, staging and normalization counts, integrity results, resource totals, errors, and sample resources. Back to Data Import returns to the import page. There are no dropdowns.

`Views/DataImport/Index2.cshtml` — Legacy import variant 2

What it does: Retains an earlier source-code version of the flattened CSV import page. It has Source code, Source name, and the same three-choice Duplicate policy dropdown; Select CSV file, Start import, Cancel import, and Refresh have their corresponding staging functions. This source-only view has no current DataImportController route and should not be used for normal release testing.

`Views/DataImport/Index3.cshtml` — Legacy import variant 3

What it does: Retains another earlier import-page implementation. Its source fields, Duplicate policy dropdown, Select CSV file, Start import, Cancel import, and Refresh controls have the same meanings as Index2. It is source-only and not currently routed.

`Views/DataImport/Index_good.cshtml` — Legacy reference import view

What it does: Preserves a prior reference version of the import interface. Its source fields, Duplicate policy dropdown, Select CSV file, Start import, Cancel import, and Refresh controls operate as named in that legacy implementation. It is source-only and not currently routed.

Medical-policy administration views

`Views/MedicalPolicies/Index.cshtml` — Medical Policies

What it does: Lets authorized administrators enable policies, set decision weights, filter the catalog, and open dimension configuration.

Control	What it does	Tester check
Results	Opens the Medical Policy Results page.	A valid default policy and year should be selected.
Policy category dropdown	Shows All categories or only the selected policy category.	The shown count and table rows should update immediately.
Search	Filters policies by name, code, or visible descriptive text.	Search must combine correctly with category filtering.
Enable all	Turns on every policy currently included by the active category/search filters.	Policies outside the current filter must remain unchanged.
Disable all	Turns off every currently filtered policy.	Policies outside the current filter must remain unchanged.
Save Configuration	Persists all policy enabled states and decision weights.	Refresh and verify settings persist.
Enable switch	Turns an individual policy ON or OFF and disables its weight slider while OFF.	Save, refresh, and confirm the state.
Decision weight slider	Sets the individual policy weight from 0 through 100.	The displayed number must track the slider and persist after Save Configuration.
Dimensions	Opens the dimension editor for that policy.	The selected policy name and code should appear.
DataTable controls	Rows per page, sorting, and paging cover the complete policy catalog; the rows menu offers 25, 50, 100, or All.	The table should use the available width while retaining the standard page margins.

`Views/MedicalPolicies/Dimensions.cshtml` — Policy Dimensions

What it does: Configures the clinical inputs and comparisons used by one policy.

Control	What it does	Tester check
Back to Medical Policies	Returns to the policy catalog.	Unsaved edits should not be assumed to persist.
Save Dimensions	Persists all dimension enabled states, weights, FHIR sources, operators, thresholds, and units.	Refresh and verify the exact configuration.
Dimension ON/OFF	Enables or disables one configured decision input.	The enabled count and later certificates should agree.
Weight slider	Sets that dimension's diagnostic weight from 0 through 100.	The value should persist and appear in certificates.
FHIR resource / FHIR field path	Specifies the resource type and extraction path used for the dimension.	Use syntactically valid values supported by the evaluator.
Operator dropdown	EXISTS requires evidence; NOT_EXISTS requires no evidence; EQ/NE test equal/not equal; GT/GTE test greater than/greater than or equal; LT/LTE test less than/less than or equal; IN/NOT_IN test membership/non-membership in configured values.	Threshold and unit values must make sense for the selected operator.
Threshold / Unit	Supply the comparison value and optional clinical unit used by the operator.	Run validation and a known-answer test after changing either value.

Settings, home, legal, download, and resource views

`Views/Settings/Index.cshtml` — Settings

What it does: Displays application/license details and controls the global color theme. Dark Mode / Light Mode switches the application theme and stores the choice for later pages. There are no dropdowns. Test both themes on every DataTable-heavy page.

`Views/Home/Index.cshtml` — Home

What it does: Presents the product overview and explains deterministic Zero-Training AI medical-policy analysis. Buttons/dropdowns: none in the page body; navigation comes from the main layout.

`Views/Home/Privacy.cshtml` — Privacy Policy

What it does: Displays the application's privacy terms, data use, security, retention, and rights information. Buttons/dropdowns: none.

`Views/Home/Cookies.cshtml` — Cookies notice

What it does: Explains cookie use and includes a contact us link. Buttons/dropdowns: none. This source view has no current HomeController action, so it is not a normal active route in this source snapshot.

`Views/Home/License.cshtml` — License terms

What it does: Displays the software license content. Buttons/dropdowns: none. It is present in source but has no current HomeController action.

`Views/Home/TermsOfUse.cshtml` — Terms of Use

What it does: Displays the Terms of Use. Buttons/dropdowns: none. It is source-only under the current HomeController.

`Views/Home/UseConditions.cshtml` — Conditions of Use

What it does: Displays service-use conditions and includes a Privacy Notice link. Buttons/dropdowns: none. It is source-only under the current HomeController.

`Views/Home/deepseek.cshtml` — DeepSeek information article

What it does: Provides a technical article with external DeepSeek GitHub and ML.NET documentation links. Buttons/dropdowns: none; each named link opens its external reference. This view has no current HomeController action.

`Views/Home/good.cshtml` — Legacy Home reference

What it does: Preserves an earlier Home/product-information implementation with email, StationBreak, and aimedpolicy.com links. Buttons/dropdowns: none. It is a source-only reference and is not returned by the current HomeController.

`Views/Zebra/Index.cshtml` — Desktop Software Download

What it does: Requests signed Windows or macOS installer downloads and links to the mobile-app download destination.

Control	What it does	Tester check
First name	Optionally records the requester's first name for the selected installer request.	The download must not require this optional field.
Email	Requires a valid email address before requesting the selected installer.	Blank or invalid email must prevent the request.
Send me product updates and offers	Records optional email marketing consent separately for Windows or macOS.	The installer request must work without consent.
Click to Download (It's FREE!) — Windows	Requests a signed token for `iaimedpolicy.exe` and starts the browser download.	The downloaded file must be the Windows installer.
Click to Download (It's FREE!) — macOS	Requests a signed token for `aimedpolicy.dmg` and starts the browser download.	The downloaded file must be the macOS disk image.
Download Our Mobile App for iPhone & Android	Opens the mobile download destination in a new tab.	The destination must exist in the deployed release.

`Views/Tools/Index.cshtml` — Free AI tools article

What it does: Lists external MagicQuill, PicLumen, and other AI-tool resources. Buttons/dropdowns: none. Every named hyperlink opens its corresponding external editor, source-code repository, demonstration, or service in a new tab.

`Views/Tools/Index2.cshtml` — Developer and Adobe-alternative resources

What it does: Lists the developer GitHub resources, videos, and free alternatives to Adobe applications. Buttons/dropdowns: none; every named link opens the corresponding external resource in a new tab.

`Views/Tools/Index3.cshtml` — Web-page-to-PDF resources

What it does: Lists developer references, videos, and external Web to PDF, FreeConvert, PDF24, iLovePDF, and Sejda tools. Buttons/dropdowns: none; links open their external destinations.

`Views/Tools/Index4.cshtml` — 3D room-design resources

What it does: Lists developer references and external Planner 5D, HomeByMe, Roomstyler, 3Designer, and Homestyler resources. Buttons/dropdowns: none; links open their external destinations.

Razor infrastructure views

`Views/_ViewImports.cshtml` — Razor imports

What it does: Makes shared namespaces and MVC tag helpers available to the Razor views. Buttons/dropdowns: none; this is compile-time infrastructure and is never opened directly.

`Views/_ViewStart.cshtml` — Default layout selection

What it does: Selects _Layout as the default wrapper for views. Buttons/dropdowns: none; this is Razor startup infrastructure.

Coverage confirmation: this reference documents all 39 .cshtml views present in the uploaded source snapshot: active pages, source-only legacy/reference views, shared layouts and partials, the error view, and Razor infrastructure files.

Application Overview

AiMedPolicy™ helps authorized healthcare personnel evaluate patients against configured medical policies and quality measures. It identifies the applicable result, explains why that result was reached, shows any action requiring attention, and creates a Decision Certificate^™ for review.

Main tasks

Select a medical policy and measurement year.
Run an evaluation using the information currently available to the application.
Review totals for PASS, FAIL, UNKNOWN, EXCLUDED, and NOT ELIGIBLE results.
Open the list of patients requiring action.
Review the exact finding, matched dimension, clinical value, date, and recommended action.
Open a Decision Certificate for a complete explanation of an individual result.
Search, filter, sort, page through, and export authorized worklists and reports.

Start here:
Most users begin on the Evaluations screen. Administrators use the configuration screens to control policies, dimensions, rules, and safety boundaries.

Navigation

Screen	Purpose
Evaluations	Select a policy and year, run an evaluation, and open the latest results.
Results	Review patient classifications, findings, values, dates, and required actions.
Patients Requiring Action	Focus on patients with missing requirements, failed requirements, or other follow-up needs.
Decision Certificate	Review the complete explanation and execution details for one patient decision.
Medical Policies	Enable, disable, add, edit, and validate medical policies.
Dimensions	Configure the individual conditions evaluated by a policy.
Rules & Safety Boundaries	Control relationships, exclusions, constraints, and conditions requiring review.
Reports	View evaluation summaries, operational worklists, and authorized exports.
Administration	Manage application settings, authorized users, policy versions, and activity history.
Manual	Open this guide from anywhere in the application.

Using the menus

Select a menu item to open that part of the application.
Use the page heading to confirm which screen is open.
Use Back or Return to Results when reviewing a patient or certificate.
Use the theme control to switch between the available light and dark displays.
On a smaller screen, open the navigation menu before selecting another page.

User and Administrator Roles

Role	What the role can do
User	Run evaluations, review results, use worklists, open certificates, search and filter patients, and create authorized reports.
Administrator	Perform all User functions and configure policies, dimensions, relationships, rules, constraints, safety boundaries, users, and application settings.

Administrative controls are shown only after the user has been authorized for that role. Configuration changes affect future evaluations. They do not rewrite completed results.

Evaluations Screen

The Evaluations screen is the main work area. It is divided into policy selection, evaluation controls, latest-run information, result totals, and patients requiring action.

Select the evaluation

Open Evaluations.
Select a Medical Policy from the list.
Select the Measurement Year.
Read the policy name and description to confirm that the correct measure is selected.
Review any readiness message shown above the evaluation button.

Latest evaluation

When a completed evaluation exists, the screen shows its completion time, policy, measurement year, total patients, and status totals. Select View Results to open the full patient list for that run.

Before running:
Confirm the policy and measurement year. The selected policy version and year control every patient decision created by the run.

Run an Evaluation

Open Evaluations.
Select the medical policy.
Select the measurement year.
Review the readiness summary and resolve any blocking message.
Select Run Using Current Data.
Leave the screen open while the progress indicator is active.
When the run is complete, review the status totals.
Select View Results to open the patient results.

Run states

State	Meaning
Queued	The evaluation has been accepted and is waiting to start.
Running	The application is evaluating patients against the selected policy.
Completed	Results, worklists, and certificates are available.
Completed with Warnings	The run finished, but one or more items require review.
Failed	The run stopped before completion. Open the error details or contact an administrator.
Cancelled	An authorized user stopped the run before completion.

Each run is retained separately. Running the same policy again creates a new evaluation and does not change the earlier run.

Understanding Results

Status	Meaning	What the user should do
PASS	The available evidence satisfies the configured measure.	Review the supporting evidence when approval or audit is required.
FAIL	The patient is eligible, but a required condition was not satisfied.	Open the result and review the exact failed requirement and action.
UNKNOWN	The available evidence is insufficient to support PASS or FAIL.	Review the missing or unusable requirement shown by the application.
EXCLUDED	A qualifying exclusion applies under the selected policy.	Confirm the exclusion and the evidence supporting it.
NOT ELIGIBLE	The patient does not meet the eligible-population requirements.	Review the eligibility explanation if the result is unexpected.

Results summary

The summary shows the total number of evaluated patients and the number in each status. Select a status total to focus on that group, or select All to return to the complete list.

Important:
UNKNOWN is not FAIL. It means the application does not have enough usable evidence to certify either PASS or FAIL.

Review a Patient

Open Results or Patients Requiring Action.
Find the patient by identifier, status, policy, or displayed action.
Select Open.
Confirm the patient identifier, policy, and measurement year.
Read the final status and exact finding.
Review the matched dimension, clinical value, unit, and date.
Read the required action, if one is displayed.
Open the Decision Certificate when a complete explanation is needed.

Information shown

Patient identifier.
Policy code, policy name, and measurement year.
Final status.
Exact finding and required action.
Matched policy dimension.
Observed clinical value, unit, and date when applicable.
Rules, relationships, exclusions, or boundaries that affected the result.
A link to the Decision Certificate.

Use Return to Results to preserve the current search and filter selections when returning to the patient list.

Decision Certificates^™

A Decision Certificate explains how the application reached one patient result. Open it from the patient review screen or by selecting the certificate control on a result row.

Open and review a certificate

Open the patient result.
Select Open Decision Certificate.
Verify the patient, policy, year, run identifier, and completion time.
Review the final status and exact finding.
Review each dimension and the condition it satisfied or failed.
Review relationships, rules, exclusions, constraints, and safety boundaries.
Review any missing information or reason the result was classified as UNKNOWN.
Use Print or an authorized export control when a copy is required.

Certificate section	What it shows
Decision Summary	Patient, policy, year, status, finding, and required action.
Engine Execution	Execution status, application version, and any blocking condition or safety veto.
Dimension Evaluation	Each enabled dimension, observed value, allowable range, comparison, weight, and outcome.
Relationships and Rules	Dependencies, rule groups, constraints, exclusions, and safety boundaries.
Supporting Evidence	The values, codes, units, dates, and other facts used by the decision.
Audit Information	Run identifier, policy version, timestamps, and information needed to review the same decision later.

Do not edit a completed certificate.
If authorized information or policy configuration changes, run a new evaluation. The new certificate will show the new result while the earlier certificate remains available.

Worklists

The Patients Requiring Action worklist brings together patients whose results require review, testing, documentation, or follow-up.

Use the worklist

Open Evaluations and locate Patients Requiring Action, or open the dedicated worklist.
Select the policy and measurement year you want to review.
Use the status filter to display FAIL, UNKNOWN, or another required status.
Sort the list by patient, status, action, finding, dimension, value, or date.
Select Open to review an individual patient.
Complete the authorized follow-up process used by your organization.
Run a later evaluation when the patient should be evaluated again.

Common quality-measure worklists

Measure	Examples of worklist actions
GSD	Review a missing or elevated HbA1c/GMI result.
BCS-E	Review the need for a qualifying mammogram.
COL-E	Review the need for qualifying colorectal-cancer screening.
CBP	Review blood-pressure readings or required follow-up.
EED	Review the need for a qualifying retinal or dilated-eye examination.
KED	Review eGFR and urine albumin-creatinine ratio requirements.
SPC	Review statin eligibility and qualifying therapy.
OMW-OSW	Review osteoporosis screening, bone-density testing, or treatment requirements.
TRC	Review the missing transition-of-care component.

Search, Filters, Sorting, and Paging

Search

Place the cursor in the Search box.
Enter the patient identifier or other searchable value.
Select Search or press Enter.
Clear the search box and select Search again to restore the full list.

Filter

Select a status, policy, year, action, or other available filter.
Select Apply when the screen provides an Apply button.
Review the displayed result count to confirm that the filter is active.
Select Clear Filters to return to the complete list.

Sort and page

Select a column heading to sort by that column.
Select the same heading again to reverse the sort order.
Use Previous, Next, or a page number to move through the list.
Use the page-size selector, when available, to change the number of rows displayed.
Searches, filters, and sorting change only the display; they do not change patient decisions.

Medical Policies

Only an authorized Administrator should change a policy. Routine users should review policies but should not alter the configuration used for operational evaluations.

Enable or disable a policy

Open Administration > Medical Policies.
Find the policy by code, name, category, or measurement year.
Select the policy to open its settings.
Set Enabled to Yes or No.
Select Save.
Read the confirmation message before leaving the screen.

Add or edit a policy

Select Add Policy, or open an existing policy and select Edit.
Enter or verify the policy code, name, category, year, description, and decision weight.
Define eligibility, exclusions, success requirements, and required actions.
Configure the policy dimensions.
Configure relationships, rules, constraints, and safety boundaries.
Select Validate and correct every blocking message.
Select Save.
Test the policy before enabling it for operational use.

Saving a revised policy creates a new configuration for future runs. Completed runs continue to display the version that was active when they were executed.

Dimensions

A dimension is one condition, measurement, date, code, fact, or calculated value used by a medical policy.

Configure a dimension

Open Administration > Medical Policies.
Open the policy you want to configure.
Select Dimensions.
Select Add Dimension or open an existing dimension.
Enter the dimension name and description.
Select the value type and comparison method.
Enter the threshold, allowable range, unit, weight, and required action as applicable.
Set whether the dimension is required and whether missing evidence should produce UNKNOWN.
Select Save.
Select Validate Policy after all dimensions are configured.

Setting	Purpose
Enabled	Controls whether the dimension participates in future evaluations.
Value Type	Defines whether the value is numeric, date, Boolean, coded, text, or another supported type.
Comparison	Defines equality, range, threshold, existence, membership, chronology, or another supported test.
Allowable Range	Defines the values that the application will accept for the dimension.
Weight	Sets the authorized importance of the dimension when weighted scoring is used.
Required	Controls whether the decision can be completed when the dimension is unavailable.
Action	Defines the instruction shown when the requirement needs attention.

Rules, Relationships, Constraints, and Safety Boundaries

Add or edit a rule

Open the medical policy.
Select Rules.
Select Add Rule or open an existing rule.
Select the dimensions used by the rule.
Choose the logical relationship, such as AND, OR, NOT, sequence, or dependency.
Enter the condition and the result produced when the condition is true.
Add the rule to the appropriate eligibility, exclusion, success, failure, or review group.
Select Save.

Configure a safety boundary

Open the policy and select Safety Boundaries.
Select Add Boundary.
Enter the condition that requires a stop, veto, or human review.
Select the action the application must take when the boundary is reached.
Enter the explanation that will be displayed to the user.
Select Save, then validate the policy.

Test before activation:
Administrators should test expected PASS, FAIL, UNKNOWN, EXCLUDED, and NOT ELIGIBLE examples and confirm that every safety boundary behaves as intended.

Administration

Open Administration to manage controls that affect the operation of AiMedPolicy. These controls are restricted to authorized Administrators.

Users and Roles: authorize users and assign the appropriate role.
Medical Policies: add, edit, enable, disable, validate, and version policies.
Dimensions: configure the conditions evaluated by each policy.
Rules: configure eligibility, exclusions, dependencies, and decision logic.
Constraints: configure hard limits that a decision cannot violate.
Safety Boundaries: configure conditions that stop certification or require human review.
Application Settings: manage approved organization, display, and operational settings.
Run History: review completed, failed, cancelled, and warning-status evaluations.
Policy Versions: review the configuration used by current and historical evaluations.
Activity History: review authorized administrative actions.

Recommended administrator workflow

Review the policy and measurement year.
Verify all required dimensions.
Verify relationships, rules, constraints, exclusions, and safety boundaries.
Select Validate Policy.
Correct every error and review every warning.
Run controlled test cases.
Enable the approved policy.
Review the first completed evaluation before routine use.

Reports and Exports

Create a report

Open Reports.
Select the report type.
Select the medical policy and measurement year.
Select the evaluation run.
Choose any status, date, action, or patient filters.
Select Preview.
Confirm the totals and displayed fields.
Select an authorized print or export option.

Available report types

Evaluation summary.
Patients requiring action.
PASS, FAIL, UNKNOWN, EXCLUDED, or NOT ELIGIBLE patient list.
Missing-requirement worklist.
Failed-requirement worklist.
Eligibility and exclusion review.
Policy-readiness report.
Evaluation-run comparison.
Individual or selected Decision Certificates.

Reports reproduce information from the selected evaluation. Creating a report does not change the evaluation or any patient status.

Troubleshooting

Problem	What to do
The application does not open	Confirm the supported operating system and .NET 10 Runtime, then restart the application.
A menu item is missing	Confirm that your account has the role required for that screen.
A policy is not listed	Ask an Administrator to confirm that the policy is enabled for the selected measurement year.
The Run button is disabled	Review the readiness message and confirm the policy, year, dimensions, rules, and required settings.
The evaluation stays Queued	Refresh the screen once. If it remains queued, ask an Administrator to review the run history.
The evaluation failed	Open the run details, record the error message and run identifier, and contact an Administrator.
Unexpected UNKNOWN result	Open the certificate and review the missing, unusable, or incomplete requirement.
Unexpected FAIL result	Review the failed dimension, rule, value, date, threshold, and required action.
Unexpected NOT ELIGIBLE result	Review the age, year, and eligibility explanation in the certificate.
Result changed between runs	Open both certificates and compare the policy version, year, dimensions, rules, and supporting evidence.
Search returns no patients	Clear all filters, verify the search value, and return to the first page.
A report is empty	Verify the selected policy, year, run, status filters, and date range.
A configuration will not save	Review the highlighted required fields and correct every validation message.

Information to provide for support

Application version.
Operating system and browser.
Screen name.
Policy code and measurement year.
Evaluation run identifier or certificate identifier.
The exact error message with protected information removed.
The steps performed immediately before the problem occurred.

Clinical Use, Human Review, and Limitations

AiMedPolicy is medical-policy and quality-measure decision-support software. It does not independently diagnose a patient, prescribe treatment, replace professional judgment, or guarantee that the information available to it is complete.

Authorized clinical and quality personnel must review results before taking action.
Only approved policy versions and measurement years should be used for operational evaluations.
UNKNOWN must not be treated automatically as FAIL.
PASS means the configured measure was satisfied; it does not describe the patient's complete health status.
EXCLUDED and NOT ELIGIBLE results should be reviewed when they are unexpected.
Configuration changes should be validated and tested before operational use.
Completed certificates should remain unchanged; a later evaluation should document any new result.
All actions must follow the organization's clinical, legal, privacy, security, and regulatory requirements.

Final responsibility remains human.
AiMedPolicy shows what was evaluated and why a result was produced. Authorized personnel remain responsible for reviewing the result and approving any clinical or operational action.

LEGAL NOTICE

.aidb© — The .aidb AI database file extension is the copyright © of Zero-Training AI, Inc. since 1991. All rights reserved worldwide.
.aidb® — The .aidb file extension is a registered trademark of Zero-Training AI, Inc., used since 1991. All rights reserved worldwide.

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AiMedPolicy™ User Manual

Requirements

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What Is Zero-Training AI™?

Application Views & Tester Controls

Global navigation and shared user-interface views

Views/Shared/_Layout.cshtml — Main application shell

Views/Shared/_AuthorizeModal.cshtml — Administrator authorization

Views/Shared/_SplashModal.cshtml — Startup splash content

Views/Shared/_DisclaimerSoftware.cshtml — Software disclaimer

Views/Shared/Error.cshtml — Error page

Views/Shared/_LayoutMobile.cshtml — Legacy mobile/manual shell

Views/Shared/_ManualLayout.cshtml — Manual support layout

Views/Shared/_ValidationScriptsPartial.cshtml — Form-validation scripts