System and method for exchanging documents

• US 20070038628A1
• Filed: 08/12/2005
• Published: 02/15/2007
• Est. Priority Date: 08/12/2005
• Status: Abandoned Application

• Current Assignee: Quixam, LLC
• Original Assignee: Quixam, LLC
• Inventors: Eckert, John, Eckert, Paul
• Application Number:
  US11/203,027
• Publication Number:
  US 20070038628A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method of delivering documents electronically, including prompting a first user at a first business to send a reference to a document to a second user at a second business over a secure network, verifying that the second business has rights to the document, and granting all users at the second business access to the document if the second business has rights to the document. In another aspect, a method of creating notes, including verifying that a user is a practitioner, prompting the practitioner to enter text, prompting the practitioner to submit the text as a portion of a permanent record, and if the practitioner submits the text, saving the text as a portion of a permanent record. In another aspect, a method of segregating data within a file into distinct patient documents, including identifying the beginning of each document by searching for one or more predetermined phrases, and storing each document.

Claims

1. A method of delivering documents electronically, comprising the steps of:

(a) Prompting a first user at a first business to send a reference to a document to a second user at a second business over a secure network;

(b) Verifying that the second business has rights to the document; and

(c) Granting all users at the second business access to the document if the second business has rights to the document.

2. The method of claim 1, further comprising the step of:

(d) If the second business lacks rights to the document, but later acquires rights to the document, granting all users at the second business access to the document at the time that the second business acquires rights to the document.

3. The method of claim 1, wherein the second business has rights to the document if the document relates to a customer of the second business.

4. The method of claim 1, further comprising the steps of:

(d) Prompting the first user to send a reference to the document to a third user at the second business over the secure network; and

(e) Granting all users at the second business access to the document if the second business has rights to the document.

5. The method of claim 1, further comprising the steps of:

(d) Prompting the first user to send a reference to the document to a third user at a third business over the secure network;

(e) Verifying that the third business has rights to the document; and

(f) Granting all users at the third business access to the document if the third business has rights to the document.

6. The method of claim 1, further comprising the step of:

(d) Providing an alert to the second user that the reference to the document has been sent.

7. The method of claim 6, wherein the alert is sent by at least one of page, facsimile, automated telephone call, text-messaging, sms (short message service), or e-mail.

8. The method of claim 1, further comprising the step of:

(d) Prompting the first user to send a text message associated with the reference to the document.

9. The method of claim 1, further comprising the step of:

(d) Sending a reference to the document to a third user over a secure network,

wherein the third user is a user temporarily fulfilling the duties of the second user.

10. The method of claim 1, wherein the secure network is a world wide web based application.

11. The method of claim 1, wherein the secure network is an application service provider based application.

12. The method of claim 1, wherein the secure network is a local area network.

13. The method of claim 1, wherein the second user is a practitioner and the document relates to a patient.

14. The method of claim 1, further comprising the step of:

(d) Prompting a third user at the second business to send a reference to the document to a fourth user at the second business over the secure network if the second business has rights to the document.

15. The method of claim 1, wherein the second user is dynamically determined based on a profile.

16. A method of delivering documents electronically, comprising the steps of:

(a) Prompting a first user at a first business to send references to a plurality of documents to a second user at a second business over a secure network;

(b) Verifying that the second business has rights to each of the plurality of documents; and

(c) Granting all users at the second business access to each document to which the second business has rights.

17. The method of claim 16, further comprising the steps of:

(d) Prompting the first user to send the references to one or more additional users at the second business; and

(e) Sending the one or more additional users at the second business access to each document to which the second business has rights.

18. The method of claim 16, further comprising the step of:

(d) Granting additional users at the second business access to each document to which the second business has rights.

19. The method of claim 16, wherein the second business has rights to a document if the document relates to a customer of the second business;

and

wherein each of the plurality of documents relates to the same customer.

20. The method of claim 16, wherein the second business has rights to a document if the document relates to a customer of the second business;

and

wherein each of the plurality of documents does not relate to the same customer.

21. A method of delivering documents electronically, comprising the steps of:

(a) Prompting a first user at a first business to send a reference to a document to a second user at a second business over a secure network;

(b) Verifying that the second business has rights to the document;

(c) Granting all users at the second business access to the document if the second business has rights to the document; and

(d) If the second business does not have rights to the document, granting limited access to the second user only to the document.

22. A method of creating notes, comprising the steps of:

(a) Verifying that a user is a practitioner;

(b) Prompting the practitioner to enter text;

(c) Prompting the practitioner to submit the text as a portion of a permanent record; and

(d) If the practitioner submits the text, saving the text as a portion of a permanent record.

23. The method of claim 22, further comprising the step of:

(e) Prompting the practitioner to send a link to the text to a second practitioner over a secure network.

24. The method of claim 22, wherein the practitioner is a medical professional and the permanent record is a patient'"'"'s medical chart.

25. The method of claim 22, wherein step (d) comprises converting the text to a standardized format before saving the text.

26. A method of segregating data within a file into distinct patient documents, comprising the steps of:

(a) Identifying the beginning of each document by searching for one or more predetermined phrases; and

(b) Storing each document.

27. A method of categorizing documents, comprising the steps of:

(a) Verifying that a document meets predetermined image quality specifications;

(b) Verifying that the document is complete and correctly sorted, ordered, and oriented;

(c) Resorting, reordering, and reorienting any incorrectly sorted, ordered, or oriented document;

(d) Rejecting any incomplete document or any document failing to meet predetermined image quality specifications;

(e) Marking an indication relating to a customer at the beginning of the document; and

(f) Storing each page grouping from the first page of the document to but not including the first page of the following document as a separate file with an identifier relating to the customer.

28. The method of claim 27, wherein step (a) is performed by visual inspection.