Shared account information method and apparatus

• US 20060117021A1
• Filed: 05/19/2005
• Published: 06/01/2006
• Est. Priority Date: 11/29/2004
• Status: Abandoned Application

• Current Assignee: Epic Systems Corporation
• Original Assignee: Epic Systems Corporation
• Inventors: Bellam, Sashidhar, Benson, Christine M., Donoghue, Daniel J., Sannes, Davin, Sidney, Matthew
• Application Number:
  US11/132,876
• Publication Number:
  US 20060117021A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records

Abstract

A method and apparatus for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients including at least a first client, the interface for accessing client account information, the method for authorizing a second client to access at least a portion of the first client'"'"'s account information via one of the interfaces, the method comprising the steps of, via one of the interfaces, accessing the first client'"'"'s account and authorizing the second client to obtain at least a specific subset of the first client'"'"'s account information and storing an indication in the database indicating that the second client is authorized to access the specific subset of the first client'"'"'s account information.

Claims

1. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients including at least a first client, the interface for accessing client account information, the method for authorizing a second client to access at least a portion of the first client'"'"'s account information via one of the interfaces, the method comprising the steps of:

via one of the interfaces;

accessing the first client'"'"'s account; and

via the first client'"'"'s account, authorizing the second client to obtain at least a specific subset of the first client'"'"'s account information; and

storing an indication in the database indicating that the second client is authorized to access the specific subset of the first client'"'"'s account information.

2. The method of claim 1 further including the step of, after storing and when the second client accesses the second client'"'"'s account, allowing the second client to access the specific subset of the first client'"'"'s account information via one of the interfaces.

3. The method of claim 2 wherein the step of allowing the second client to access the specific subset includes providing an indication to the second client via the second client'"'"'s account that the second client can access at least a portion of the first client'"'"'s account information.

4. The method of claim 3 wherein the indication to the second client includes a hyperlink to the specific subset.

5. The method of claim 1 wherein a unique access code is associated with each of the client accounts and the step of authorizing the second client to access the specific subset of the first client'"'"'s account information includes providing an access code associated with the second client'"'"'s account via the first client'"'"'s account.

6. The method of claim 5 wherein the step of accessing the first client'"'"'s account includes providing the first client'"'"'s account access code.

7. The method of claim 6 further including the step of, after storing, accessing the second client'"'"'s account via one of the interfaces.

8. The method of claim 7 wherein the step of accessing the second client'"'"'s account includes providing the second client'"'"'s account access code.

9. The method of claim 2 wherein the step of allowing the second client to access the specific subset includes providing tools via one of the interfaces that allow other than the first client to request access to at least a subset of the first client'"'"'s account information.

10. The method of claim 9 wherein the step of allowing the second client to access the specific subset of the first client'"'"'s account information via one of the interfaces includes receiving a request via one of the interfaces from a requesting client other than the first client for the specific subset including information useable to identify the requesting client, determining if the requesting client is authorized to obtain the specific subset and, if the authorizing client is authorized to obtain the specific subset, providing the subset.

11. The method of claim 2 further including the steps of, after allowing access to the second client, monitoring the second client'"'"'s access to the specific subset and, when the second client accesses the specific subset, storing information associated with the access.

12. The method of claim 11 wherein the step of storing information associated with the access includes storing the time of access and an indication of the information accessed.

13. The method of claim 2 further including the steps of, after allowing access to the second client, monitoring the second client'"'"'s access to the specific subset and, when the second client accesses the specific subset, providing a notice to the first client that the subset of information has been accessed.

14. The method of claim 13 wherein the notice identifies the second client.

15. The method of claim 2 wherein the step of allowing the second client to access the specific subset includes providing a notice to the second client that the second client may access at least a portion of the first client'"'"'s account information via one of the interfaces.

16. The method of claim 15 wherein the step of providing a notice includes one of transmitting an e-mail, providing a voice mail, transmitting a page and automatic creation/transmission of a letter.

17. The method of claim 1 wherein the specific subset is a first subset and wherein the step of authorizing the second client to obtain at least the specific subset of the first client'"'"'s account information includes identifying at least a second subset of the client'"'"'s account information that is different than the first subset wherein the second client is unable to access the second subset.

18. The method of claim 1 wherein the step of authorizing the second client to obtain at least a specific subset of the first client'"'"'s account information includes specifying a period during which the second client is to be able to access the specific subset and the step of storing including storing the specified period.

19. The method of claim 18 further including the step of allowing the second client to access the specific subset during the specified period via one of the interfaces.

20. The method of claim 2 wherein the step of allowing access includes allowing the second client to enter information for storage.

21. The method of claim 2 wherein the step of allowing access includes allowing the second client to schedule appointments on behalf of the first client.

22. The method of claim 2 wherein the step of allowing access includes allowing the second client to send messages on behalf of the first client.

23. The method of claim 2 wherein the step of allowing access includes allowing the second client to enter medical information pertaining to the first client on behalf of the first client.

24. The method of claim 23 wherein the step of allowing the second client to enter medical information on behalf of the first client includes entering at least one of patient medical history information, medication renewal requests, patient-entered data flow sheets, completed medical questionnaires and fill-in forms.

25. The method of claim 20 further including the step of, after the second client enters information, providing a notice to the first client that is associated with the entered information.

26. The method of claim 1 further including the step of storing at least one rule useable to identify at least one first relationship between clients, the step of authorizing the second client to obtain at least a specific subset of the first client'"'"'s account information including receiving an authorization indication, applying the at least one rule to determine if the at least a first relationship exists between the first and second clients, where the first relationship exists between the first and second clients, allowing access to the specific subset via one of the interfaces and, where the first and second client relationship is different than the first relationship, prohibiting access to the specific subset to the second client.

27. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients, the interfaces for accessing client account information, the method for facilitating client access to other client information, the method comprising the steps of:

storing at least one rule useable to identify at least a first relationship between clients;

accessing a first client'"'"'s account via one of the interfaces;

via the first client'"'"'s account, indicating a desire to access at least a specific subset of a second client'"'"'s account information;

applying the at least one rule to determine if the at least a first relationship exists between the first and second clients; and

where the first relationship exists between the first and second clients, allowing access to the specific subset of the second client'"'"'s account information via the first interface.

28. The method of claim 27 wherein the at least one rule that is stored specifies at least one of a parental relationship, a guardian relationship, a guarantor relationship and a common address for the first and second clients.

29. The method of claim 27 further including the step of, after the first client'"'"'s account is accessed, providing an interface tool for identifying the second client.

30. The method of claim 29 further including storing client information associated with each client that has a client account and wherein the step of applying the at least one rule includes accessing the client information for at least one of the first and second clients and analyzing the information to determine if the at least a first relationship exists between the first and second clients.

31. The method of claim 27 further including the steps of, after allowing access to the first client, monitoring the first client'"'"'s access to the specific subset and, when the first client accesses the specific subset, storing information associated with the access.

32. The method of claim 31 wherein the step of storing information associated with the access includes storing the time of access and an indication of the information accessed.

33. The method of claim 27 further including the steps of, after allowing access to the first client, monitoring the first client'"'"'s access to the specific subset and, when the first client accesses the specific subset, providing a notice to the second client via the second client'"'"'s account that the subset of information has been accessed.

34. The method of claim 33 wherein the notice identifies the first client.

35. The method of claim 27 wherein, when other than the first relationship exists between the first and second clients, the method further includes the step of providing a notice to the second client that another client attempted to access at least a subset of the second client'"'"'s account information.

36. The method of claim 35 further including the step of, when the notice is provided to the second client, allowing the second client to authorize the access sought by the first client.

37. The method of claim 27 wherein, when other than the first relationship exists between the first and second clients, the method further includes the step of providing a notice to a system administrator indicating that an unauthorized attempted access occurred.

38. The method of claim 27 further including the steps of storing at least a second rule useable to identify at least a second relationship between clients, after the step of indicating a desire to access at least a specific subset of a second client'"'"'s account information, applying the at least a second rule to determine if the at least a second relationship exists between the first and second clients and, where the second relationship exists between the first and second clients, performing a secondary function.

39. The method of claim 38 wherein the secondary function includes providing a notice to a system administrator that access to the subset of the second client'"'"'s account information has been requested.

40. The method of claim 27 wherein the method further includes the step of providing a notice to the second client that the first client has been authorized to access the specific subset of the second client'"'"'s account information.

41. The method of claim 40 further including the step of providing tools to enable the second client to alter the information subset accessible to the first client.

42. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients, the interfaces for accessing client account information, the method for facilitating client access to other client information, the method comprising the steps of:

storing at least one rule useable to identify at least a first relationship between clients;

applying the at least one rule to at least a subset of the client information to identify if at least first and second clients have the at least a first relationship; and

where the first relationship exists between the first and second clients, allowing the first client to access at least a first subset of the second client'"'"'s account information.

43. The method of claim 42 wherein the step of allowing access includes providing information via the first interface indicating authority to access the first client'"'"'s account information.

44. The method of claim 43 wherein the step of providing information indicating authority includes providing hyperlink text that is selectable via the interface to access the first subset.

45. The method of claim 42 further including the steps of performing an access obtaining process to grant the first client access to at least a second subset of the second client'"'"'s account information and, when the first client accesses information corresponding to the second client, simultaneously presenting the first and second subsets of information in an additive fashion.

46. The method of claim 45 wherein the access obtaining process includes one of the second client granting the first client authority to access the second subset and the first client requesting authority to access the second subset.

47. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients, the interfaces for accessing client account information, the method for facilitating client access to other client information, the method comprising the steps of:

accessing a first client'"'"'s account via one of the interfaces;

via the first client'"'"'s account, indicating a desire to access at least a specific subset of a second client'"'"'s account information; and

providing a notice to the second client that another client has attempted to access at least a subset of the second client'"'"'s account information.

48. The method of claim 47 further including the step of, when the notice is provided to the second client, allowing the second client to authorize the access sought by the first client.

49. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients including at least a first client, the interface for accessing client account information, the method for authorizing at least another client to access at least a portion of the first client'"'"'s account information via the interface, the method comprising the steps of:

via one of the interfaces;

accessing the first client'"'"'s account; and

via the first client'"'"'s account, identifying at least a first subset of the first client'"'"'s account information that may be accessed by at least a second client.

50. The method of claim 49 wherein the step of identifying includes identifying at least a second subset of the first client'"'"'s account information that the at least a second client may not access.

51. The method of claim 49 wherein the first client'"'"'s account information includes at least two subsets of information and wherein the step of identifying at least a first subset includes presenting the at least two subsets for selection and receiving a selection of at least one of the presented subsets.

52. The method of claim 49 further including the step of, after identifying, allowing the at least a second client to access the first subset of information via one of the interfaces.

53. The method of claim 52 further including the step of specifying a time period during which the first subset of information can be accessed.

54. A method for use with a computer network system including a server, a database and at least one interface wherein client medical information is stored in separate client accounts for each of a plurality of clients including at least a first client, the interface for accessing client account information, the method for presenting client account information for multiple clients in an organized fashion, the method comprising the steps of:

via one of the interfaces;

accessing a first client'"'"'s account; and

presenting information from a plurality of client accounts via the first client'"'"'s account.

55. The method of claim 54 wherein the client account information includes appointment schedules for at least a subset of the clients associated with the plurality of clients, the step of presenting including providing a schedule that includes appointments for at least two clients.

56. The method of claim 55 wherein the step of providing a schedule includes providing a calendar that indicates appointments for at least two clients.

57. The method of claim 56 wherein the step of presenting includes providing an interface input that allows the first client to switch between information associated with each of the plurality of client accounts.

58. The method of claim 57 wherein the interface input includes a window including a separately selectable hyperlink element for each of the plurality of client accounts wherein, when one of the hyperlink elements is selected, the method includes presenting information related to the client associated with the selected element.

59. The method of claim 54 further including the step of providing a scheduling input via the first client'"'"'s account that allows the first client to attempt to schedule appointments for each of at least first and second clients at the same time.

60. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients including at least a first client, the interface for submitting information related to a client, the method for authorizing a second client to submit information on behalf of at least a first client via one of the interfaces, the method comprising the steps of:

via one of the interfaces;

accessing the first client'"'"'s account; and

via the first client'"'"'s account, authorizing the second client to submit at least a first type of information on behalf of the first client; and

storing an indication in the database indicating that the second client is authorized to enter the at least a first type of information on behalf of the first client.

61. The method of claim 60 wherein the step of authorizing the second client to submit at least at least a first type of information includes authorizing the second client to at least one of schedule appointments for the first client, request medication renewals for the first client, enter patient related data on behalf of the first client, submit historical information related to the first client, fill out forms for the first client and submit medical questions to physicians on behalf of the first client.

62. A method for use with a computer network system including a server, a database and a plurality of interfaces wherein client medical information is stored in separate client accounts for each of a plurality of clients, the interfaces for accessing client account information, the method for authorizing a first client to submit information on behalf of a second client, the method comprising the steps of:

storing at least one rule useable to identify at least a first relationship between clients;

accessing a first client'"'"'s account via one of the interfaces;

via the first client'"'"'s account, indicating a desire to submit at least a first type of information on behalf of a second client;

applying the at least one rule to determine if the at least a first relationship exists between the first and second clients; and

where the first relationship exists between the first and second clients, allowing the fist client to submit the at least a first type of information on behalf of the second client.

63. The method of claim 62 wherein the step of allowing the second client to submit at least at least a first type of information includes allowing the second client to at least one of schedule appointments for the first client, request medication renewals for the first client, enter patient related data on behalf of the first client, submit historical information related to the first client, fill out forms for the first client and submit medical questions to physicians on behalf of the first client.