AUTOMATED COACHING

• US 20100179833A1
• Filed: 12/30/2009
• Published: 07/15/2010
• Est. Priority Date: 01/12/2009
• Status: Abandoned Application

• Current Assignee: Cleveland Clinic Foundation, Enforcer eCoaching, Inc.
• Original Assignee: Enforcer eCoaching, Inc.
• Inventors: Oz, Mehmet C., ROIZEN, MICHAEL F., Roizen, Jeffrey D.
• Application Number:
  US12/649,661
• Publication Number:
  US 20100179833A1
• Time in Patent Office: Days
• US Class Current: 705/3
• CPC Class Codes: G06Q 50/10 Services
• CPC Class Codes: G06Q 50/2057 Career enhancement or continuing education service
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records

Abstract

System and methods are disclosed that provide a coaching system that is programmed to process data entered automatically or manually for a given client and determine an indication of progress for the given client according to a coaching plan designed for the client. A response generator automatically generates a personalized response for the given client depending on the indication of progress for the given client, which response can be sent to the given client with or without first being reviewed by the client'"'"'s coach.

Claims

1. A coaching system, comprising:

a tracking system programmed to receive client data indicative of at least one client condition relevant to a coaching plan designed for a given client;

a rules system programmed to process progress data, which is derived at least in part from the client data, relative to a rule set established for the given client and determine an indication of progress for the given client relative to the coaching plan; and

a response generator that automatically generates a message for the given client, the message having content that varies depending on the indication of progress determined for the given client.

2. The system of claim 1, wherein the automatically generated message comprises a draft message that is sent to a coach for approval before being sent to the given client.

3. The system of claim 2, further comprising:

a messaging system programmed to route the draft message to a predefined address for the coach; and

a coach interface programmed to manage copies of draft messages generated for each of a plurality of different clients, the coach interface including tools programmed to selectively modify the content of the draft message, the coach interface sending the message to the given client responsive to a user input provided by the coach.

4. The system of claim 1, wherein the response generator is programmed to select the message content from a plurality of predefined messages.

5. The system of claim 4, wherein the client data further comprises profile data identifying at least one personality characteristic of the given client, wherein the response generator is programmed to select the message content for the given client based on the profile data.

6. The system of claim 5, wherein the plurality of predefined messages is stored in memory as response data, the response data having associated metadata classifying each of the plurality of predefined messages according to personality characteristics of intended recipients, the response generator selecting the message for the given client based on the profile data.

7. The system of claim 1, further comprising a client unit associated with the given client, the client unit being programmed to send a client message to the tracking system that includes the client data for the given client.

8. The system of claim 7, further comprising a template generator programmed to generate at least one template for the given client according to the coaching plan for the given client, the at least one template being employed at the client unit to facilitate receiving the client data.

9. The system of claim 7, wherein the tracking system further comprising a data extractor programmed to extract the client data from the client message sent from the client unit.

10. The system of claim 1, wherein the rules system further comprises a rules engine programmed to apply the rule set to the progress data to ascertain the indication of progress for the given client.

11. The system of claim 1, wherein the rule set for the given client is programmed according to a defined coaching context consistent with the coaching plan, wherein the defined coaching context comprises at least one of wellness coaching, business coaching, personal coaching, finance coaching, and relationship coaching.

12. The system of claim 11, wherein at least a portion of the rules in the rule set are devised by an expert or an expert panel for the defined coaching context.

13. The system of claim 12, wherein the at least a portion of the rules in the rule set are devised based on evidence data.

14. The system of claim 11, wherein the rule set is programmable.

15. The system of claim 14, wherein the rule set is modified automatically according to the progress data for the given client relative to the coaching plan.

16. The system of claim 14, wherein the rule set is modified in response to information associated with the given client that is entered into the system electronically by at least one of a client monitoring device, a coach or an expert.

17. The system of claim 14, wherein the rule set is modified consistently with rules utilized by other clients successfully to achieve at least one goal in the same defined coaching context as the given client.

18. The system of claim 1, further comprising a manager programmed to configure a client profile for the given client.

19. The system of claim 1, wherein the content of the message comprises information that is positive and motivational for the given client to facilitate reaching one or more goals defined by the coaching plan.

20. The system of claim 1, wherein the client data includes data identifying the given client and profile data identifying at least one personality attribute of the given client, wherein the response generator selects the message for the given client from a plurality of available messages according to the at least one personality attribute.

21. The system of claim 1, further comprising a program generator programmed to generate plan data for the coaching plan, the plan data defining a set of goals for the given client over a period of time, the rules system analyzing the progress data relative to the set of goals to determine the indication of progress for the given client.

22. The system of claim 1, wherein the coaching plan comprises a series of goals agreed to by the given client and at least one coach assigned to the given client.

23. The system of claim 1, wherein at least a portion of the client data includes data associated with a condition of the given client that is provided to the tracking system by at least one of an electronic notification system and a portable electronic device.

24. The system of claim 23, wherein at least a portion of the client data includes health-related information for the given client that is provided to the tracking system by a monitoring device configured to monitor and detect at least one physical condition of the given client.

25. The system of claim 24, wherein the monitoring device comprises at least one of a Bluetooth-enabled pedometer, or blood pressure cuff, or sleep monitoring device, a blood monitoring device, and a heart rate monitor.

26. The system of claim 1, wherein the message for the given client further comprises status data that is sent from the response generator to at least one of an electronic notification system, a portable electronic device and an electronic medical record database.

27. The system of claim 1, wherein the response generator is programmed to select the message content from a plurality of predefined messages corresponding to a subset of messages preselected for the given client, wherein the subset of messages preselected for the given client is modified based on at least one of client risk factors, client mental status, situation, disease entity.

28. The system of claim 1, wherein subset of messages preselected for the given client is modified based on the indication of progress for the given client.

29. The system of claim 1, wherein subset of messages preselected for the given client is modified based on identifying messages utilized to achieve successful outcomes for other similarly classified clients.

30. The system of claim 1, further comprising a security module to transmit information securely within the coaching system.

31. The system of claim 1, further comprising a notification system programmed to notify a pre-identified individual if the progress data is outside expected parameters.

32. The system of claim 1, wherein the given client comprises a multitudinous of respective clients, each being assigned to a common coach.

33. An automated coaching system, comprising:

a tracking system programmed to receive client data indicative of at least one client condition relevant to a coaching plan designed for a given client;

a rules system programmed to process progress data, which is derived at least in part from the client data, relative to a rule set established for the given client and determine an indication of progress for the given client relative to the coaching plan;

profile data identifying at least one characteristic of the given client;

a response generator that automatically generates a message for the given client, the message having content that varies depending on the indication of progress determined for the given client, the response generator selecting the message from a subset of messages preselected for the given client from a plurality of predefined messages based on the profile data; and

a coaching user interface programmed to enable a coach to at least one of approve and selectively modify the content of the message that has been generated for the given client.

34. The coaching system of claim 33, wherein the at least one characteristic of the given client comprises at least one of a personality or psychological characteristic of the given patient.