CLIENT MANAGEMENT TOOL SYSTEM AND METHOD

• US 20160019666A1
• Filed: 07/14/2015
• Published: 01/21/2016
• Est. Priority Date: 07/16/2014
• Status: Active Grant

• Current Assignee: Parkland Center for Clinical Innovation
• Original Assignee: Parkland Center for Clinical Innovation
• Inventors: Amarasingham, Rubendran, Shah, Anand, Siva, Vaidyanatha, Wilson, Jennifer, Townes, Alexander, Fenniri, Stephanie
• Granted Patent: US 10,755,369 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06N 5/02 Knowledge representation; Symbolic representation
• CPC Class Codes: G06N 5/04 Inference or reasoning models
• CPC Class Codes: G16H 10/20 for electronic clinical trials or questionnaires
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: G16H 40/20 for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms
• CPC Class Codes: G16H 40/67 for remote operation
• CPC Class Codes: G16H 50/20 for computer-aided diagnosis, e.g. based on medical expert systems
• CPC Class Codes: G16H 50/30 for calculating health indices; for individual health risk assessment
• CPC Class Codes: G16H 50/50 for simulation or modelling of medical disorders
• CPC Class Codes: G16H 50/70 for mining of medical data, e.g. analysing previous cases of other patients
• CPC Class Codes: G16H 70/20 relating to practices or guidelines

Abstract

A client management tool system comprises a gateway module configured to provide access to a data store storing clinical and non-clinical data, a collection of computerized question forms configured to obtain additional data about a client, a social data model defining a structure to store and organize the client data, a predictive model including a plurality of weighted variables and thresholds in consideration of the client data to identify needs of the client and a valuation of services to address the client needs, a knowledgebase of available programs and service providers able to deliver the needed services, a client management toolkit configured to provide recommended a course of action in response to the identified client need, valuation, and available programs and services providers, and a data presentation module operable to present notifications, alerts, and outcome report related to service delivery to the client.

Claims

1. A client management tool system adapted for execution on a computer system coupled to a global computer network, comprising:

a gateway module configured to provide access to a data store storing data associated with a plurality of clients including clinical and non-clinical data;

a collection of computerized question forms configured to obtain additional data about a client;

a social data model defining a structure to store and organize the client data;

a predictive model including a plurality of weighted variables and thresholds in consideration of the client data to identify needs of the client and a valuation of services to address the client needs;

a knowledgebase of available programs and service providers able to deliver the needed services;

a client management toolkit configured to provide recommended a course of action in response to the identified client need, valuation, and available programs and services providers; and

a data presentation module operable to present notifications, alerts, and outcome report related to service delivery to the client.

2. The system of claim 1, wherein the clinical data are selected from at least one member of the group consisting of:

vital signs and other physiological data;

data associated with physical exams by a physician, nurse, or allied health professional;

medical history;

allergy and adverse medical reactions;

family medical information;

prior surgical information;

emergency room records;

medication administration records;

culture results;

dictated clinical notes and records;

gynecological and obstetric information;

mental status examination;

vaccination records;

radiological imaging exams;

invasive visualization procedures;

psychiatric treatment information;

prior histological specimens;

laboratory data;

genetic information;

physician'"'"'s and nurses'"'"' notes;

networked devices and monitors;

pharmaceutical and supplement intake information; and

focused genotype testing.

3. The system of claim 1, wherein the non-clinical data are selected from at least one member of the group consisting of:

social, behavioral, lifestyle, and economic data;

type and nature of employment data;

job history data;

medical insurance information;

hospital utilization patterns;

exercise information;

addictive substance use data;

occupational chemical exposure records;

frequency of physician or health system contact logs;

location and frequency of habitation change data;

predictive screening health questionnaires;

personality tests;

census and demographic data;

neighborhood environment data;

dietary data;

participation in food, housing, and utilities assistance registries;

gender;

marital status;

education data;

proximity and number of family or care-giving assistant data;

address data;

housing status data;

social media data;

educational level data; and

data entered by clients.

4. The system of claim 1, wherein the collection of computerized question forms comprises at least one intake form.

5. The system of claim 1, wherein the collection of computerized question forms comprises at least one client assessment form.

6. The system of claim 1, wherein the predictive model uses artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

7. The system of claim 1, wherein the predictive model considers a client'"'"'s health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.

8. A client management tool method, comprising:

receiving and storing data associated with a plurality of clients including clinical and non-clinical data;

presenting a questionnaire form including a plurality of questions, and receiving answers in response to the plurality of questions in the questionnaire;

storing and organizing the received client data according to a social data model;

identifying needs of the client and determining a value score of services to address the client needs;

making a recommendation of course of action and needed services according to the client needs;

determining and displaying available programs and services providers able to deliver the needed services;

making a referral to an available program or service according to the client needs;

presenting and displaying notification and/or information of the recommendation;

calendaring appointments for the recommend program or service; and

monitoring progress of service delivery to the client.

9. The method of claim 8, wherein receiving and storing data comprises receiving and storing clinical data are selected from at least one member of the group consisting of:

vital signs and other physiological data;

data associated with physical exams by a physician, nurse, or allied health professional;

medical history;

allergy and adverse medical reactions;

family medical information;

prior surgical information;

emergency room records;

medication administration records;

culture results;

dictated clinical notes and records;

gynecological and obstetric information;

mental status examination;

vaccination records;

radiological imaging exams;

invasive visualization procedures;

psychiatric treatment information;

prior histological specimens;

laboratory data;

genetic information;

physician'"'"'s and nurses'"'"' notes;

networked devices and monitors;

pharmaceutical and supplement intake information; and

focused genotype testing.

10. The method of claim 8, wherein receiving and storing data comprises receiving and storing non-clinical data are selected from at least one member of the group consisting of:

social, behavioral, lifestyle, and economic data;

type and nature of employment data;

job history data;

medical insurance information;

hospital utilization patterns;

exercise information;

addictive substance use data;

occupational chemical exposure records;

frequency of physician or health system contact logs;

location and frequency of habitation change data;

predictive screening health questionnaires;

personality tests;

census and demographic data;

neighborhood environment data;

dietary data;

participation in food, housing, and utilities assistance registries;

gender;

marital status;

education data;

proximity and number of family or care-giving assistant data;

address data;

housing status data;

social media data;

educational level data; and

data entered by clients.

11. The method of claim 8, wherein presenting a questionnaire form comprises presenting an intake form.

12. The method of claim 8, wherein presenting a questionnaire form comprises presenting a client assessment form.

13. The method of claim 8, wherein identifying needs of the client and determining a value score of services comprises using artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

14. The method of claim 8, wherein identifying needs of the client and determining a value score of services comprises considering a client'"'"'s health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.

15. A client management method comprising:

displaying a list of clients enrolled in a social program;

displaying an appointment calendar showing scheduled appointments in the social program for the clients;

displaying an intake questionnaire form including a plurality of questions, and receiving answers related to a client in response to the plurality of questions in the questionnaire;

storing the answers in a structured database;

displaying the answers related to the client in an organized manner;

accessing clinical and non-clinical data associated with the client;

identifying needs of the client and determining a value score of services to address the client needs based on the clinical and non-clinical data and the answers to the questions;

making a recommendation of course of action and needed services according to the client needs;

determining and displaying available programs and services providers able to deliver the needed services; and

making a referral to an available program or service according to the client needs.

16. The method of claim 15, further comprising:

presenting and displaying notification and/or information of the recommendation; and

monitoring progress of service delivery to the client.

17. The method of claim 15, further comprising displaying an assessment questionnaire form including a plurality of questions, and receiving answers related to a client in response to the plurality of questions in the assessment questionnaire.

18. The method of claim 15, further comprising displaying data associated with clients enrolled in a particular program.

19. The method of claim 15, wherein identifying needs of the client and determining a value score of services comprises using artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

20. The method of claim 15, wherein identifying needs of the client and determining a value score of services comprises considering a client'"'"'s health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.