Method and system for assisting in determining when to order supplemental medical information about a patient

US 20020077860A1
Filed: 12/18/2000
Published: 06/20/2002
Est. Priority Date: 12/18/2000
Status: Abandoned Application

First Claim

Patent Images

1. A method of determining whether to request supplemental medical information about a patient, comprising the steps of:

receiving from a user patient information;

determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information; and

displaying to said user results that include the determination.

View all claims

2 Assignments

Timeline View

Assignment View

0 Petitions

Accused Products

Abstract

A method and system for assisting in determining when to order supplemental medical information about a patient. A system implementing the method receives patient information from a user and returns a determination whether to order supplemental medical information about the patient. Alternatively, the system provides the user with information to assist the user in determining whether to order supplemental medical information. The system can be updated to reflect the latest procedures and guidelines for determining when to order supplemental medical information. The system can include a tutorial system, which educates users on how to use the system, and periodic refresher tests, which ensure that the users are skilled enough to continue to use the system. The system can also incorporate the use of checksheets for inserting into patient files and auditing business operations.

Citations

138 Claims

1. A method of determining whether to request supplemental medical information about a patient, comprising the steps of:
- receiving from a user patient information;
  
  determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information; and
  
  displaying to said user results that include the determination.
- View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69)
- - 2. The method of claim 1, wherein said step of receiving patient information is comprised of the step of:
    - receiving information about the patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage.
  - 3. The method of claim 1, further comprising the steps of:
    - changing said set of guidelines; and
      
      storing in an archive changes made to said set of guidelines.
  - 4. The method of claim 3, further comprising the step of:
    - displaying the changed guidelines to said user.
  - 5. The method of claim 1, further comprising the steps of:
    - storing said results in a storage medium; and
      
      printing said results.
  - 6. The method of claim 1, further comprising the steps of:
    - receiving a user request to contact a system administrator;
      
      displaying to said user a contact form;
      
      receiving input from said user; and
      
      sending said input to said system administrator.
  - 7. The method of claim 1, further comprising the steps of:
    - receiving a user request to view reference information; and
      
      displaying said reference information to said user.
  - 8. The method of claim 7, wherein said step of displaying reference information is comprised of the steps of:
    - displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures for determining when to order supplemental medical information about a patient;
      
      displaying to said user a glossary of underwriting terms;
      
      displaying to said user a plurality of insurance forms;
      
      displaying to said user a set of Frequently Asked Questions.
  - 9. The method of claim 1, further comprising the step of:
    - displaying to said user a checksheet.
  - 10. The method of claim 9, further comprising the steps of:
    - receiving user input relating to a patient; and
      
      displaying said received user input on said checksheet.
  - 11. The method of claim 9, further comprising the step of:
    - storing said checksheet in a storage medium.
  - 12. The method of claim 9, further comprising the step of:
    - printing said checksheet.
  - 13. The method of claim 1, further comprising the step of:
    - administering a tutorial to said user.
  - 14. The method of claim 13, further comprising the steps of:
    - receiving a user request, during the tutorial, to view reference information; and
      
      displaying said reference information to said user.
  - 15. The method of claim 14, wherein the step of displaying reference information to said user is comprised of the steps of:
    - displaying to said user said plurality of insurance forms;
      
      displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures; and
      
      displaying to said user a checksheet.
  - 16. The method of claim 13, wherein the said step of administering a tutorial is comprised of the steps of:
    - displaying to said user tutorial information;
      
      displaying to said user a plurality of questions about said tutorial information;
      
      receiving a user answer to each of said questions;
      
      generating a tutorial test score based upon the questions and the answers; and
      
      displaying to said user said tutorial test score.
  - 17. The method of claim 16, wherein said tutorial test score is transmitted to a work supervisor.
  - 18. The method of claim 16, further comprising the step of displaying to said user extra information at the end of the tutorial.
  - 19. The method of claim 1, further comprising the step of:
    - administering a refresher test to said user.
  - 20. The method of claim 19, wherein said step of administering a refresher test is comprised of the steps of:
    - displaying to said user a plurality of refresher questions;
      
      receiving a user answer to each of said refresher questions;
      
      generating a refresher test score based upon the questions and the answers; and
      
      displaying to said user said refresher test score.
  - 21. The method of claim 20, wherein said refresher test score is transmitted to a work supervisor.
  - 22. The method of claim 1, further comprising the steps of:
    - receiving a user request to take a tutorial; and
      
      administering said tutorial to said user.
  - 23. The method of claim 1, further comprising the steps of:
    - receiving a user request to take a refresher test; and
      
      administering said refresher test to said user.
  - 24. The method of claim 2, further comprising the steps of:
    - changing said set of guidelines;
      
      displaying changes made to said set of guidelines to said user;
      
      storing changes made to said set of guidelines in an archive;
      
      receiving a user request to view reference information;
      
      displaying said reference information to said user;
      
      storing said results in a storage medium;
      
      printing said results;
      
      displaying to said user a checksheet;
      
      receiving user input;
      
      displaying said user input on said checksheet;
      
      storing said checksheet in a storage medium;
      
      printing said checksheet;
      
      administering a tutorial to said user; and
      
      administering a refresher test to said user.
  - 26. The method of claim 25, wherein said step of receiving patient information is comprised of the step of:
    - receiving information about the patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage.
  - 27. The method of claim 25, further comprising the steps of:
    - changing said set of guidelines; and
      
      storing in an archive changes made to said set of guidelines.
  - 28. The method of claim 27, further comprising the step of:
    - displaying the said changes made to said set of guidelines to said user.
  - 29. The method of claim 25, further comprising the steps of:
    - storing said results in a storage medium; and
      
      printing said results.
  - 30. The method of claim 25, further comprising the steps of:
    - receiving a user request to contact a system administrator;
      
      displaying to said user a contact form;
      
      receiving input from said user relating to a patient; and
      
      sending said input to said system administrator.
  - 31. The method of claim 25, further comprising the steps of:
    - receiving a user request to view reference information; and
      
      displaying said reference information to said user.
  - 32. The method of claim 31, wherein said step of displaying reference information is comprised of the steps of:
    - displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures;
      
      displaying to said user a glossary of underwriting terms;
      
      displaying to said user a plurality of insurance forms;
      
      displaying to said user a set of Frequently Asked Questions.
  - 33. The method of claim 25, further comprising the step of:
    - displaying to said user a checksheet.
  - 34. The method of claim 33, further comprising the steps of:
    - receiving user input relating to a patient; and
      
      displaying said user input on said checksheet.
  - 35. The method of claim 33, further comprising the step of:
    - storing said checksheet in a storage medium.
  - 36. The method of claim 33, further comprising the step of:
    - printing said checksheet.
  - 37. The method of claim 25, further comprising the step of:
    - administering a tutorial to said user.
  - 38. The method of claim 37, further comprising the steps of:
    - receiving a user request, during the tutorial, to view reference information; and
      
      displaying said reference information to said user.
  - 39. The method of claim 38, wherein the step of displaying reference information to said user is comprised of the steps of:
    - displaying to said user a plurality of insurance forms;
      
      displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures; and
      
      displaying to said user a checksheet.
  - 40. The method of claim 37, wherein the said step of administering a tutorial is comprised of the steps of:
    - displaying to said user tutorial information;
      
      displaying to said user a plurality of questions about said tutorial information;
      
      receiving a user answer to each of said questions;
      
      generating a tutorial test score based upon the questions and the answers; and
      
      displaying to said user said tutorial test score.
  - 41. The method of claim 40, wherein said tutorial test score is transmitted to a work supervisor.
  - 42. The method of claim 40, further comprising the step of displaying to said user extra information at the end of the tutorial.
  - 43. The method of claim 37, wherein said step of qualifying said user is comprised of the step of:
    - administering said tutorial to said user if it is determined that said user has never taken said tutorial.
  - 44. The method of claim 43, further comprising the step of:
    - administering said tutorial to said user if it is determined that said user has not recently taken said tutorial.
  - 45. The method of claim 44, further comprising the step of:
    - administering said tutorial to said user if it is determined that said user has not taken said tutorial in the past two months.
  - 46. The method of claim 25, further comprising the step of:
    - administering a refresher test to said user.
  - 47. The method of claim 46, wherein said step of administering a refresher test is comprised of the steps of:
    - displaying to said user a plurality of refresher questions;
      
      receiving a user answer to each of said refresher questions;
      
      generating a refresher test score based upon the questions and the answers; and
      
      displaying to said user said refresher test score.
  - 48. The method of claim 47, wherein said refresher test score is transmitted to a work supervisor.
  - 49. The method of claim 46, wherein said step of qualifying said user is comprised of the steps of:
    - administering said refresher test to said user if it is determined that said user has not recently passed said refresher test; and
      
      qualifying said user if said user passes said refresher test.
  - 50. The method of claim 49, wherein said step of qualifying said user is comprised of the steps of:
    - administering said refresher test to said user if it is determined that said user has not passed said refresher test in the past three months; and
      
      qualifying said user if said user passes said refresher test.
  - 51. The method of claim 37, wherein said step of qualifying said user is comprised of the steps of:
    - administering said tutorial to said user if it is determined that said user has never taken said tutorial;
      
      administering a refresher test to said user at periodic intervals if it is determined that a new user period has ended; and
      
      administering said tutorial to said user after said refresher test if it is determined that said user has failed said refresher test.
  - 52. The method of claim 37, further comprising the steps of:
    - receiving a user request to take said tutorial; and
      
      administering said tutorial to said user if it is determined that said user has requested to take said tutorial.
  - 53. The method of claim 52, wherein said step of qualifying said user is comprised of the steps of:
    - administering said tutorial to said user if it is determined that said user has never taken said tutorial;
      
      administering a refresher test to said user according to a periodic testing schedule if it is determined that a new user period has ended; and
      
      administering said tutorial to said user after said refresher test if it is determined that said user has failed said refresher test.
  - 54. The method of claim 53, wherein said step of qualifying said user further is comprised of the steps of:
    - determining whether said user has taken said tutorial with a predetermined exemption frequency;
      
      determining whether it is time to administer said refresher test based on said periodic testing schedule; and
      
      administering said refresher test if it is determined that said user has not taken said tutorial with said predetermined exemption frequency.
  - 55. The method of claim 54, wherein said step of qualifying said user further is comprised of the steps of:
    - determining whether said user has taken said tutorial at least once every two months;
      
      determining whether said user has taken said refresher test in the past three months; and
      
      administering said refresher test if it is determined that said user has not taken said tutorial at least once every two months.
  - 57. The method of claim 56, wherein said step of qualifying said user is comprised of the steps of:
    - administering a tutorial to said user if it is determined that said user has never taken said tutorial;
      
      receiving a user request to take said tutorial;
      
      administering said tutorial to said user if it is determined that said user has requested to take said tutorial;
      
      determining whether a new user period has ended;
      
      determining whether said user has taken said tutorial with a predetermined exemption frequency;
      
      determining whether it is time to administer a refresher test based on a periodic testing schedule; and
      
      administering said refresher test if it is determined that said new user period has ended, and it is determined that said user has not taken said tutorial with said predetermined exemption frequency, and it is determined that it is time to administer said refresher test based on said periodic testing schedule.
  - 58. The method of claim 57, wherein said step of administering a tutorial to said user is comprised of the steps of:
    - displaying to said user tutorial information;
      
      displaying to said user a plurality of questions about said tutorial information;
      
      displaying to said user reference information;
      
      receiving a user answer to each of said questions;
      
      generating a tutorial test score based upon said questions and said answers; and
      
      displaying to said user said tutorial test score.
  - 59. The method of claim 58, wherein the step of displaying reference information to said user is comprised of the steps of:
    - displaying to said user a plurality of insurance forms;
      
      displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures; and
      
      displaying to said user a checksheet.
  - 60. The method of claim 57, wherein said new user period is three months.
  - 61. The method of claim 57, wherein said predetermined exemption frequency is at least once every two months.
  - 62. The method of claim 57, wherein said step of administering a refresher test is comprised of the steps of:
    - displaying to said user a plurality of refresher questions;
      
      receiving a user answer to each of said refresher questions;
      
      generating a refresher test score based upon said refresher questions and said answers; and
      
      displaying to said user said refresher test score.
  - 63. The method of claim 57, wherein said periodic testing schedule is at least once every three months.
  - 64. The method of claim 56, further comprising:
    - receiving a user request to contact a system administrator;
      
      displaying to said user a contact form;
      
      receiving input from said user relating to said contact form; and
      
      sending said received input to said system administrator.
  - 65. The method of claim 56, further comprising the step of:
    - displaying to said user a checksheet.
  - 66. The method of claim 65, further comprising the steps of:
    - receiving user input relating to a patient; and
      
      displaying said received user input on said checksheet.
  - 67. The method of claim 65, further comprising the step of:
    - storing said checksheet in a storage medium.
  - 68. The method of claim 65, further comprising the step of:
    - printing said checksheet.
  - 69. The method of claim 56, wherein said step of displaying reference information is comprised of the steps of:
    - displaying to said user said set of guidelines;
      
      displaying to said user a plurality of procedures;
      
      displaying to said user a glossary of underwriting terms;
      
      displaying to said user a plurality of insurance forms;
      
      displaying to said user a set of Frequently Asked Questions.

25. A method of determining whether to request supplemental medical information about a patient, comprising the steps of:
- qualifying a user;
  
  receiving from said user patient information;
  
  determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information; and
  
  displaying to said user results that include the determination.

56. A method of determining whether to request supplemental medical information about a patient, comprising the steps of:
- qualifying a user;
  
  receiving from said user patient information about said patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage;
  
  determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information;
  
  changing said set of guidelines;
  
  displaying said changes made to said set of guidelines to said user;
  
  storing said changed guidelines in an archive;
  
  receiving a user request to view reference information; and
  
  displaying said reference information to said user.

70. A system for assisting in determining whether to request supplemental medical information about a patient, comprising:
- at least one server computer;
  
  a plurality of client computers, each of said computers being associated with a user, said plurality of client computers being connected to said at least one server computer over a computer network;
  
  wherein said at least one server computer incorporates at least one computer-readable medium including one or more instructions for receiving patient information from a user, one or more instructions for determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information, and one or more instructions for displaying results that include the determination to said user.
- View Dependent Claims (71, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 86, 87, 88, 89, 90, 91, 92, 93)
- - 71. The system of claim 70, wherein said one or more instructions for receiving patient information is comprised of:
    - one or more instructions for receiving information about the patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage.
  - 72. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for changing said set of guidelines; and
      
      one or more instructions for storing changes made to said set of guidelines in an archive.
  - 73. The system of claim 72, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying the said changes to said user.
  - 74. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for storing said results in a storage medium; and
      
      one or more instructions for printing said results.
  - 75. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to contact a system administrator;
      
      one or more instructions for displaying to said user a contact form;
      
      one or more instructions for receiving input from said user; and
      
      one or more instructions for sending said input to said system administrator.
  - 76. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to view reference information; and
      
      one or more instructions for displaying said reference information to said user.
  - 77. The system of claim 76, wherein said one or more instructions for displaying reference information is comprised of:
    - one or more instructions for displaying to said user said set of guidelines;
      
      one or more instructions for displaying to said user the procedures;
      
      one or more instructions for displaying to said user a glossary of underwriting terms;
      
      one or more instructions for displaying to said user said plurality of insurance forms;
      
      one or more instructions for displaying to said user Frequently Asked Questions.
  - 78. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying to said user a checksheet.
  - 79. The system of claim 78, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving user input; and
      
      one or more instructions for displaying said user input on said checksheet.
  - 80. The system of claim 78, wherein said at least one computer-readable medium further includes:
    - one or more instructions for storing said checksheet in a storage medium.
  - 81. The system of claim 78, wherein said at least one computer-readable medium further includes:
    - one or more instructions for printing said checksheet.
  - 82. The system of claim 70, wherein said at least one computer-readable medium further includes:
    - one or more instructions for administering a tutorial to said user.
  - 83. The system of claim 82, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request, during said tutorial, to view reference information; and
      
      one or more instructions for displaying said reference information to said user.
  - 84. The system of claim 83, wherein said one or more instructions for displaying reference information to said user is comprised of:
    - one or more instructions for displaying to said user a plurality of insurance forms;
      
      one or more instructions for displaying to said user guidelines;
      
      one or more instructions for displaying to said user procedures; and
      
      one or more instructions for displaying to said user a checksheet.
  - 85. The system of claim 82, wherein said one or more instructions for administering a tutorial is comprised of:
    - one or more instructions for displaying to said user tutorial information;
      
      one or more instructions for displaying to said user questions about said tutorial information;
      
      one or more instructions for receiving user answers to said questions;
      
      one or more instructions for generating a tutorial test score based upon the questions and the answers; and
      
      one or more instructions for displaying to said user said tutorial test score.
  - 86. The system of claim 85, wherein said at least one computer-readable medium includes one or more instructions for transmitting said tutorial test score to a work supervisor.
  - 87. The system of claim 85, wherein said at least one computer-readable medium includes one or more instructions for displaying to said user extra information at the end of said tutorial.
  - 88. The system of claim 70, wherein said at least one computer-readable medium includes one or more instructions for administering a refresher test to said user.
  - 89. The system of claim 88, wherein said one or more instructions for administering a refresher test is comprised of:
    - one or more instructions displaying to said user refresher questions;
      
      one or more instructions receiving user answers to said refresher questions;
      
      one or more instructions generating a refresher test score based upon the questions and the answers; and
      
      one or more instructions displaying to said user said refresher test score.
  - 90. The system of claim 89, wherein said at least on computer-readable medium includes one or more instructions for transmitting said refresher test score to a work supervisor.
  - 91. The system of claim 70, wherein said at least on computer-readable medium further includes:
    - one or more instructions for receiving a user request to take a tutorial; and
      
      one or more instructions for administering said tutorial to said user.
  - 92. The system of claim 70, wherein said at least on computer-readable medium further includes:
    - one or more instructions for receiving a user request to take a refresher test; and
      
      one or more instructions for administering said refresher test to said user.
  - 93. The system of claim 71, wherein said at least on computer-readable medium further includes:
    - one or more instructions for changing said set of guidelines;
      
      one or more instructions for displaying changes made to said set of guidelines to said user;
      
      one or more instructions for storing changes made to said set of guidelines in an archive;
      
      one or more instructions for receiving a user request to view reference information;
      
      one or more instructions for displaying said reference information to said user;
      
      one or more instructions for storing said results in a storage medium;
      
      one or more instructions for printing said results;
      
      one or more instructions for displaying to said user a checksheet;
      
      one or more instructions for receiving user input;
      
      one or more instructions for displaying said user input on said checksheet;
      
      one or more instructions for storing said checksheet in a storage medium;
      
      one or more instructions for printing said checksheet;
      
      one or more instructions for administering a tutorial to said user; and
      
      one or more instructions for administering a refresher test to said user.

94. A system for assisting in determining whether to request supplemental medical information about a patient, comprising:
- at least one server computer;
  
  a plurality of client computers associates with a plurality of users, said plurality of client computers being connected to said at least one server computer over a computer network;
  
  wherein said at least one server computer incorporates at least one computer-readable medium including one or more instructions for qualifying a user, one or more instructions for receiving patient information, one or more instructions for determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information, and one or more instructions for displaying results that include the determination to said user.
- View Dependent Claims (95, 96, 97, 98, 99, 100, 101, 102, 103, 104, 105, 106, 107, 108, 109, 110, 111, 112, 113, 114, 115, 116, 117, 118, 119, 120, 121, 122, 123, 124, 126, 127, 128, 129, 130, 131, 132, 133, 134, 135, 136, 137, 138)
- - 95. The system of claim 94, wherein said one or more instructions for receiving patient information is comprised of:
    - one or more instructions for receiving information about the patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage.
  - 96. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for changing said set of guidelines; and
      
      one or more instructions for storing in an archive changes made to said set of guidelines.
  - 97. The system of claim 96, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying said changes made to said set of guidelines to said user.
  - 98. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for storing said results in a storage medium; and
      
      one or more instructions for printing said results.
  - 99. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to contact a system administrator;
      
      one or more instructions for displaying to said user a contact form;
      
      one or more instructions for receiving input from said user; and
      
      one or more instructions for sending said input to said system administrator.
  - 100. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to view reference information; and
      
      one or more instructions for displaying said reference information to said user.
  - 101. The system of claim 100, wherein said one or more instructions for displaying reference information is comprised of:
    - one or more instructions for displaying to said user said set of guidelines;
      
      one or more instructions for displaying to said user a plurality of procedures;
      
      one or more instructions for displaying to said user a glossary of underwriting terms;
      
      one or more instructions for displaying to said user a plurality of insurance forms;
      
      one or more instructions for displaying to said user Frequently Asked Questions.
  - 102. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying to said user a checksheet.
  - 103. The system of claim 102, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving user input; and
      
      one or more instructions for displaying said user input on said checksheet.
  - 104. The system of claim 102, wherein said at least one computer-readable medium further includes:
    - one or more instructions for storing said checksheet in a storage medium.
  - 105. The system of claim 102, wherein said at least one computer-readable medium further includes:
    - one or more instructions for printing said checksheet.
  - 106. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for administering a tutorial to said user.
  - 107. The system of claim 106, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request, during said tutorial, to view reference information; and
      
      one or more instructions for displaying said reference information to said user.
  - 108. The system of claim 107, wherein said one or more instructions for displaying reference information to said user is comprised of:
    - one or more instructions for displaying to said user a plurality of insurance forms;
      
      one or more instructions for displaying to said user said set of guidelines;
      
      one or more instructions for displaying to said user a plurality of procedures; and
      
      one or more instructions for displaying to said user a checksheet.
  - 109. The system of claim 106, wherein the said one or more instructions for administering a tutorial is comprised of:
    - one or more instructions for displaying to said user tutorial information;
      
      one or more instructions for displaying to said user questions about said tutorial information;
      
      one or more instructions for receiving user answers to said questions;
      
      one or more instructions for generating a tutorial test score based upon the questions and the answers; and
      
      one or more instructions for displaying to said user said tutorial test score.
  - 110. The system of claim 109, wherein said at least one computer-readable medium further includes one or more instructions for transmitting said tutorial test score to a work supervisor.
  - 111. The system of claim 109, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying to said user extra information at the end of said tutorial.
  - 112. The system of claim 106, wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering said tutorial to said user if it is determined that said user has never taken said tutorial.
  - 113. The system of claim 112, wherein said at least one computer-readable medium further includes:
    - one or more instructions for administering said tutorial to said user if it is determined that said user has not recently taken said tutorial.
  - 114. The system of claim 113, wherein said at least one computer-readable medium further includes:
    - one or more instructions for administering said tutorial to said user if it is determined that said user has not taken said tutorial in the past two months.
  - 115. The system of claim 94, wherein said at least one computer-readable medium further includes:
    - one or more instructions for administering a refresher test to said user.
  - 116. The system of claim 115, wherein said one or more instructions for administering a refresher test is comprised of:
    - one or more instructions for displaying to said user refresher questions;
      
      one or more instructions for receiving user answers to said refresher questions;
      
      one or more instructions for generating a refresher test score based upon the questions and the answers; and
      
      one or more instructions for displaying to said user said refresher test score.
  - 117. The system of claim 116, wherein said at least one computer-readable medium further includes:
    - one or more instructions for transmitting said refresher test score to a work supervisor.
  - 118. The system of claim 115, wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering said refresher test to said user if it is determined that said user has not recently passed said refresher test; and
      
      one or more instructions for qualifying said user if said user passes said refresher test.
  - 119. The system of claim 118, wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering said refresher test to said user if it is determined that said user has not passed said refresher test in the past three months; and
      
      one or more instructions for qualifying said user if said user passes said refresher test.
  - 120. The system of claim 106, wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering said tutorial to said user if it is determined that said user has never taken said tutorial;
      
      one or more instructions for administering a refresher test to said user at periodic intervals if it is determined that a new user period has ended; and
      
      one or more instructions for administering said tutorial to said user after said refresher test if it is determined that said user has failed said refresher test.
  - 121. The system of claim 106, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to take said tutorial; and
      
      one or more instructions for administering said tutorial to said user if it is determined that said user has requested to take said tutorial.
  - 122. The system of claim 121 wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering said tutorial to said user if it is determined that said user has never taken said tutorial;
      
      one or more instructions for administering a refresher test to said user according to a periodic testing schedule if it is determined that a new user period has ended; and
      
      one or more instructions for administering said tutorial to said user after said refresher test if it is determined that said user has failed said refresher test.
  - 123. The system of claim 122, wherein said one or more instructions for qualifying said user is further comprised of:
    - one or more instructions for determining whether said user has taken said tutorial with a predetermined exemption frequency;
      
      one or more instructions for determining whether it is time to administer said refresher test based on said periodic testing schedule; and
      
      one or more instructions for administering said refresher test if it is determined that said user has not taken said tutorial with said predetermined exemption frequency.
  - 124. The system of claim 123, wherein said one or more instructions for qualifying said user is further comprised of:
    - one or more instructions for determining whether said user has taken said tutorial at least once every two months;
      
      one or more instructions for determining whether said user has taken said refresher test in the past three months; and
      
      one or more instructions for administering said refresher test if it is determined that said user has not taken said tutorial at least once every two months.
  - 126. The system of claim 125, wherein said one or more instructions for qualifying said user is comprised of:
    - one or more instructions for administering a tutorial to said user if it is determined that said user has never taken said tutorial;
      
      one or more instructions for receiving a user request to take said tutorial;
      
      one or more instructions for administering said tutorial to said user if it is determined that said user has requested to take said tutorial;
      
      one or more instructions for determining whether a new user period has ended;
      
      one or more instructions for determining whether said user has taken said tutorial with a predetermined exemption frequency;
      
      one or more instructions for determining whether it is time to administer a refresher test based on a periodic testing schedule; and
      
      one or more instructions for administering said refresher test if it is determined that said new user period has ended, and it is determined that said user has not taken said tutorial with said predetermined exemption frequency, and it is determined that it is time to administer said refresher test based on said periodic testing schedule.
  - 127. The system of claim 126, wherein said one or more instructions for administering a tutorial to said user is comprised of:
    - one or more instructions for displaying to said user tutorial information;
      
      one or more instructions for displaying to said user questions about said tutorial information;
      
      one or more instructions for displaying to said user reference information;
      
      one or more instructions for receiving user answers to said questions;
      
      one or more instructions for generating a tutorial test score based upon said questions and said answers; and
      
      one or more instructions for displaying to said user said tutorial test score.
  - 128. The system of claim 127, wherein said one or more instructions for displaying reference information to said user is comprised of:
    - one or more instructions for displaying to said user a plurality of insurance forms;
      
      one or more instructions for displaying to said user said set of guidelines;
      
      one or more instructions for displaying to said user a plurality of procedures; and
      
      one or more instructions for displaying to said user a checksheet.
  - 129. The system of claim 126, wherein said new user period is three months.
  - 130. The system of claim 126, wherein said predetermined exemption frequency is at least once every two months.
  - 131. The system of claim 126, wherein said one or more instructions for administering a refresher test is comprised of:
    - one or more instructions for displaying to said user refresher questions;
      
      one or more instructions for receiving user answers to said refresher questions;
      
      one or more instructions for generating a refresher test score based upon said refresher questions and said answers; and
      
      one or more instructions for displaying to said user said refresher test score.
  - 132. The system of claim 126, wherein said periodic testing schedule is at least once every three months.
  - 133. The system of claim 125, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving a user request to contact a system administrator;
      
      one or more instructions for displaying to said user a contact form;
      
      one or more instructions for receiving input from said user; and
      
      one or more instructions for sending said input to said system administrator.
  - 134. The system of claim 125, wherein said at least one computer-readable medium further includes:
    - one or more instructions for displaying to said user a checksheet.
  - 135. The system of claim 134, wherein said at least one computer-readable medium further includes:
    - one or more instructions for receiving user input; and
      
      one or more instructions for displaying said user input on said checksheet.
  - 136. The system of claim 134, wherein said at least one computer-readable medium further includes:
    - one or more instructions for storing said checksheet in a storage medium.
  - 137. The system of claim 134, wherein said at least one computer-readable medium further includes:
    - one or more instructions for printing said checksheet.
  - 138. The system of claim 125, wherein said step of displaying reference information is comprised of the steps of:
    - one or more instructions for displaying to said user said set of guidelines;
      
      one or more instructions for displaying to said user a plurality of procedures;
      
      one or more instructions for displaying to said user a glossary of underwriting terms;
      
      one or more instructions for displaying to said user a plurality of insurance forms;
      
      one or more instructions for displaying to said user Frequently Asked Questions.

125. A system for assisting in determining whether to request supplemental medical information about a patient, comprising:
- at least one server computer;
  
  a plurality of client computers associates with a plurality of users, said plurality of client computers being connected to said at least one server computer over a computer network;
  
  wherein said at least one server computer incorporates at least one computer-readable medium including;
  
  one or more instructions for qualifying a user;
  
  one or more instructions for receiving from said user patient information about said patient'"'"'s age, physical build, medical history, and the requested amount of insurance coverage;
  
  one or more instructions for determining, based on said patient information and its relation to a set of guidelines, whether to request supplemental medical information;
  
  one or more instructions for changing said set of guidelines;
  
  one or more instructions for displaying changes made to said set of guidelines to said user;
  
  one or more instructions for storing said changes made to said set of guidelines in an archive;
  
  one or more instructions for receiving a user request to view reference information; and
  
  one or more instructions for displaying said reference information to said user.

Specification

Resources

Litigation Campaign Assessment

Current Assignee
Genworth Financial Incorporated
Original Assignee
Genworth Financial Incorporated
Inventors
Earnest, Jocelyn Branham, Hilton, Timothy Adam

Application Number

US09/739,594
Publication Number

US 20020077860A1
Time in Patent Office

Days
Field of Search
US Class Current

705/3
CPC Class Codes

G06Q 30/02   Marketing; Price estimation...

G06Q 40/08   Insurance

G16H 10/60   for patient-specific data, ...

Method and system for assisting in determining when to order supplemental medical information about a patient

First Claim

2 Assignments

0 Petitions

Accused Products

Abstract

Citations

138 Claims

Specification

Solutions

Use Cases

Quick Links

Method and system for assisting in determining when to order supplemental medical information about a patient

First Claim

2 Assignments

Subscription Required

Subscription Required

0 Petitions

Subscription Required

Accused Products

Subscription Required

Abstract

Citations

138 Claims

Specification

Subscription Required

Solutions

Use Cases

Quick Links