Personal ID memory card/agency

• US 5,552,586 A
• Filed: 06/06/1995
• Issued: 09/03/1996
• Est. Priority Date: 06/15/1994
• Status: Expired due to Fees

• Current Assignee: Richard L. Kalman
• Original Assignee: Richard L. Kalman
• Inventors: Kalman, Richard L.
• Primary Examiner(s): Hajec, Donald T.
• Assistant Examiner(s): LE, THIEN MINH
• Application Number:
  US08/468,626
• Time in Patent Office: 455 Days
• Field of Search: 235/380, 235/382, 235/382.5, 235/375, 235/379, 364/710.1, 364/710, 364/705, 364/709, 364/413.09, 364/413.02, 364/413.11
• US Class Current: 235/380
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

A interagency planning document for treatment of an agency client is electronically created and stored in a memory card which is provided to the client. The client retains the memory card for record purposes. Information on the memory card can be shared with other agencies using a palmtop computer and electronic mail or bulletin boards. The planning document can be updated on a continual basis in the memory card eliminating the need for the client to amass large amounts of paperwork. The palmtop computer may contain various databases which may be common to a number of agencies to reduce the vast amount of paperwork and documentation preparation time presently complicating client-agency relationships.

Claims

1. In a method for creating and sharing an electronic planning document during a planning meeting between an individual, needing services from and/or being eligible to receive benefits from at least one of a plurality of agencies set up to provide services to such an individual, and a case manager representing at least one of the agencies, the planning document having a set of personal information including assessments and planning records regarding the individual, each of the agencies having computer systems for storing and retrieving information, the method comprising:

providing a memory card personalized to the individual;

providing a memory card to the case manager;

providing a portable computer to the case manager whereby the planning meeting may take place at any convenient location;

inputting information constituting the planning document for said individual into the case manager'"'"'s portable computer during the planning meeting;

saving the planning document in the case manager'"'"'s computer to a file in the case manager'"'"'s memory card; and

downloading at least a portion of the planning document in the case manager'"'"'s computer into the individual'"'"'s memory card, whereby the individual has ready access to said portion of the planning document and the ability to supply the information stored on his or her individual memory card to another one of said agencies for storage into said other agency'"'"'s computer system, whereby the individual'"'"'s dealings with other agencies is expedited.

2. The method of claim 1 including periodically inputting additional information to supplement and/or modify the planning document for said individual into the case manager'"'"'s computer during subsequent planning meetings with the individual, saving the additional information in the case manager'"'"'s memory card and downloading said additional information in the case manager'"'"'s computer into the individual'"'"'s memory card.

3. The method of claim 1 wherein the case manager is provided with a hand-held portable computer.

4. The method of claim 1 wherein the case manager is provided with a laptop portable computer.

5. The method of claim 1 wherein the case manager is provided with a palmtop portable computer.

6. The method of claim 1 further including machine reading the planning document from the case manager'"'"'s memory card into the computer system of the agency with which the case manager is associated.

7. The method of claim 1 further including accessing resource information of value to the individual from the computer system of at least one of the agencies into the portable computer during the planning meeting.

8. The method of claim 1 wherein the case manager is provided with a portable computer in which information may be inputted by a stylus pen.

9. The method defined in claim 1 further comprising the step of providing database means in the portable computer containing information relevant to the planning meeting and services to be provided to the individual.

10. The method of claim 7 further including downloading at least a portion of said resource information into the individual'"'"'s memory card during the planning meeting.

11. The method defined in claim 6 further comprising telecommunicating said document from the computer system of said one agency to computer system of another of the plurality of agencies.

12. The method defined in claim 6 further comprising the steps of:

providing a memory card associated with another agency, and

storing in said another agency memory card said electronic planning document.

13. The method of claim 6 further including accessing the resource information with the portable computer remotely via a modem through an electronic bulletin board service (BBS) and/or the internet.

14. In a method for creating and sharing an electronic interagency planning document during a planning session between an individual, needing services from and/or being eligible to receive benefits from at least one of a plurality of agencies set up to provide services to such an individual, and a case manager representing at least one of the agencies, the planning document having a set of personal information including assessments, planning records and resource information pertinent to the individual, each of the agencies having computer systems for storing and retrieving information, the method comprising:

providing a memory card personal to the individual;

providing a memory card to the case manager;

providing a self-powered portable computer to the case manager whereby the planning meeting may take place in the field at a location convenient to the individual and case manager;

inputting information constituting the planning document for said individual into the case manager'"'"'s portable computer and providing access codes with respect to certain of the information constituting the planning documents during the planning session;

saving the planning document in the case manager'"'"'s computer to a file in the case manager'"'"'s memory card; and

downloading the planning document in the case manager'"'"'s computer into the individual'"'"'s memory card, whereby the individual has ready access to said planning document and the ability to supply the information stored on his or her individual memory card to another one of said agencies for storage into said other agency'"'"'s computer system, whereby the individual'"'"'s dealings with other agencies is expedited.

15. The method of claim 14 further including uploading the planning document from the case manager'"'"'s memory card into the computer system of at least one agency.

16. The method of claim 15 further including transmitting the planning document into the computer systems of at least two agencies.

17. The method of claim 16 wherein the access codes are designed to limit access to the coded information to certain of the plurality of the agencies.

18. The method of claim 17 further including providing the identity of the access codes to the individual during the planning session to enable the individual to transmit the coded information to an agency to which the access code is not otherwise available.

19. In a method for creating and sharing an electronic planning document during a planning meeting between a handicapped individual, needing services from and/or being eligible to receive benefits from a plurality of agencies set up to provide services to such an individual, for his or her educational and vocational development and a case manager representing at least one of the agencies, the planning document having a set of personal information including assessments arid planning records regarding the individual, each of the agencies having computer systems for storing and retrieving information, the method comprising:

providing a personal memory card to be retained by the individual;

providing a memory card to be retained by the case manager;

providing a self-contained portable computer to the case manager whereby the planning meeting may take place at any convenient location;

storing resource information in the portable computer pertinent to services available from at least one of the agencies;

inputting information constituting the planning document for said individual into the case manager'"'"'s portable computer during the planning meeting;

saving the electronic planning document in the case manager'"'"'s computer to a file in the case manager'"'"'s memory card;

downloading the electronic planning document in the case manager'"'"'s computer into the individual'"'"'s memory card, whereby the individual has ready access to the planning document and the ability to supply the information stored on his or her individual memory card to another one of said agencies for storage into said other agency'"'"'s computer system, whereby the individual'"'"'s dealings with other agencies is expedited; and

machine reading the planning document from the case manager'"'"'s card into the computer system of the agency with which the case manager is associated.

20. The method of claim 19 further including accessing resource data of value to the individual from the computer systems of at least one of the agencies during the planning meeting.