APPARATUS AND METHOD FOR DIGITAL IMAGING, EDUCATION, AND INTERNAL MARKETING SOFTWARE AND SYSTEM

• US 20070174079A1
• Filed: 12/01/2006
• Published: 07/26/2007
• Est. Priority Date: 12/01/2005
• Status: Abandoned Application

• Current Assignee: Future Health Incorporated
• Original Assignee: Future Health Incorporated
• Inventors: Kraus, Steven
• Application Number:
  US11/566,129
• Publication Number:
  US 20070174079A1
• Time in Patent Office: Days
• US Class Current: 705/8
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 50/205 Education administration or guidance
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: G16H 15/00 ICT specially adapted for medical reports, e.g. generation or transmission thereof

Abstract

A method and system for automatically managing multiple different functions of an office by storing or linking together multiple different types of data that is normally stored separately, such that summary reports requiring data from fields normally not stored together can be created efficiently and effectively, and a method and system for automatically selecting client education, marketing or other business-related information or materials from a stored collection of such information or materials based on selection criteria established by the business, such that the selected information or materials are targeted to the specific client based on demographic and other client information and scheduling and other business information. In one aspect of the invention, a patient education module has a library of content on hand. The information and materials play automatically to a designated monitor near the location of the client and the material viewed is documented in the client'"'"'s electronic record with customized notation by user. The material viewed has a supportive component hand-out or supportive accompanying written information that is automatically printed at the receptionist desk at the time the material is viewed on the monitor by the client.

Claims

1. A method for automatically managing different functions of an office, comprising:

a) inputting different types of client and/or business data related to multiple different functions performed by an office in different data fields;

b) storing or linking together the different types of data;

c) updating the stored or linked together data in such a way that a change to one piece of data for a given client updates the information for all relevant fields of data across the different functions for that client; and

d) generating a summary report based on the stored or linked together information.

2. The method of claim 1 wherein the different functions performed by the office include at least one of the following functions billing, scheduling, client recordkeeping, and client education and marketing.

3. The method of claim 1 wherein the method for automatically managing different functions of an office further comprises the step of automatically selecting client education, marketing or other business-related information or materials from a stored collection of such information and materials based on selection criteria established by the business.

4. The method of claim 1 wherein the step of storing or linking together the different types of data is further includes the step of storing all of the data for a given client in a single database table.

5. The method of claim 1 wherein the step of storing or linking together the different types of data is further includes the step of storing multiple different types of data in different tables and linking those tables based on key fields that are common between the different tables.

6. A system for automatically managing different functions of an office that allows a user to input different types of client and/or business data related to multiple different functions performed by an office in different data fields, to store or link together the different types of data, to update the stored or linked together data in such a way that a change to one piece of data for a given client updates the information for all different functions for that client, and to generate a summary report based on the stored or linked together information.

7. The system of claim 6 wherein the different functions performed by the office include at least one of the following functions billing, scheduling, client recordkeeping, and client education and marketing.

8. The system of claim 6 wherein the system further comprises a system for automatically selecting client education, marketing or other business-related information or materials from a stored collection of such information or materials based on selection criteria established by the business, such that the selected information or materials are targeted to the specific client.

9. The system of claim 6 wherein system includes a database with a single table corresponding to each client of the business that stores all of the data for that particular client.

10. A method for automatically selecting client education, marketing or other business-related items to be viewed by a client at a location owned by, operated by or otherwise affiliated with a business comprising:

a) storing multiple different types of client education, marketing or other business-related items to be viewed by a client in a collection of such items;

b) storing multiple different types of data relevant to a client or clients and/or the business;

c) establishing selection criteria based on at least some of the multiple different types of data stored;

d) comparing the selection criteria with the available items in the collection; and

e) automatically selecting items from the collection that targeted to the client based upon the comparison.

11. The method of claim 10 wherein the selection criteria includes client demographic data.

12. The method of claim 11 wherein the client demographic data includes at least one of the following:

client age, address, gender, occupation, recreational interests, hobbies, life interests, medical history, family members or family members'"'"' medical histories.

13. The method of claim 10 wherein the selection criteria include billing data for the business.

14. The method of claim 10 wherein the selection criteria include at least one of the following types of data related to the client education, marketing or other business-related information or materials:

duration of the item and prior viewing status of the item.

15. The method of claim 10 wherein the selection criteria include scheduling data for the business.

16. The method of claim 15 wherein the scheduling data includes at least the estimated waiting time for the client.

17. The method of claim 10 further comprising the step of tracking which items have been viewed by each of the business'"'"' clients.

18. The method of claim 17 further comprising the step of tracking how much of each item has been viewed by each of the business'"'"' clients.

19. The method of claim 10 wherein the method forms part of a method of virtually managing an office.

20. The method of claim 10 wherein the method is interoperable with a method of virtually managing an office.

21. The method of claim 10 wherein the method is linked to a method of virtually managing an office.

22. The method of claim 10 further comprising the step of generating a playlist of multiple items to be potentially played for a client based on the results of the comparison wherein the items in the playlist are ranked in order of priority to the client based on the selection criteria.

23. The method of claim 22 further comprising the step of causing the items on the playlist to be provided to the client in the priority order of the playlist.

24. The method of claim 10 further comprising the step of automatically inserting information into at least one of the stored types of data when the client has viewed some or all of the item.

25. A system for automatically selecting client education, marketing or other business-related items from a stored collection of such items based on selection criteria established by the business comprising:

a) a collection of multiple different types of client education, marketing or other business-related items to be viewed by a client;

b) a collection of multiple different types of data relevant to a client or clients and/or the business; and

c) selection criteria related to at least some of the collection of data that can be compared with the collection of items to automatically select one or more of the items that targeted to the client based upon the comparison.

26. The system of claim 25 wherein the collection of data is stored in a manner that all of a particular client'"'"'s data is stored or linked together.

27. The system of claim 25 wherein the collection of items is stored in a virtual document management system.

28. The system of claim 27 wherein the virtual document management system comprises a video server.

29. The system of claim 28 wherein the video server comprises a personal computer (PC) with a video card.

30. The system of claim 25 wherein collection of data includes a field that tracks which items have been viewed by the client.

31. The system of claim 25 wherein the selection criteria includes client demographic data.

32. The system of claim 31 wherein the client demographic data includes at least one of the following:

client age, address, gender, occupation, recreational interests, hobbies, life interests, medical history, family members or family members'"'"' medical histories.

33. The system of claim 25 wherein the selection criteria include billing data for the business.

34. The system of claim 25 wherein the selection criteria include at least one of the following types of data related to the client education, marketing or other business-related information or materials:

duration of the item and prior viewing status of the item.

35. The system of claim 25 wherein the selection criteria include scheduling data for the business.

36. The system of claim 35 wherein the scheduling data includes at least the estimated waiting time for the client.

37. The system of claim 25 further comprising the step of tracking which items have been viewed by each of the business'"'"' clients.

38. The system of claim 25 further comprising a playlist generated as a result of the comparison wherein the playlist comprises a list of multiple items to be potentially played for a client wherein items in the playlist are ranked in order of priority to the client based on the selection criteria.

39. The system of claim 38 further comprising a video server that causes the items on the playlist to be provided to the client in the priority order of the playlist.