Patient directed system and method for managing medical information

• US 7,647,320 B2
• Filed: 05/31/2002
• Issued: 01/12/2010
• Est. Priority Date: 01/18/2002
• Status: Active Grant

• Current Assignee: Peoplechart Corporation
• Original Assignee: Peoplechart Corporation
• Inventors: Mok, Megan Wai-Han, Jopling, Arthur Douglas, Mattox, Joel D., Holvey, R. David
• Primary Examiner(s): Ehichioya; Fred I
• Application Number:
  US10/159,489
• Publication Number:
  US 20030140044A1
• Time in Patent Office: 2,783 Days
• Field of Search: 709/200, 709/202, 709/203, 709/204, 709/217, 707/1, 707/2, 707/3, 707/5, 707/10, 707/102, 707/104.1, 707/200, 707/100, 705/2, 705/3, 705/5, 705/51, 705/44, 713/200, 463/29, 715/248, 715/764
• US Class Current: 707/770
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: G16H 30/20 for handling medical images, e.g. DICOM, HL7 or PACS

Abstract

A system and method is provided for the management of a patient'"'"'s medical records by a central data repository under the direction of the patient and enabled by an entity managing records on behalf of the patient. Medical records from a plurality of the patient'"'"'s healthcare providers, including past and present healthcare providers, are maintained in this central repository in a way that provides a centralized, comprehensive, and accessible medical history of the patient, as well as a comprehensive organizational structure across all records. An embodiment has the patient directed central repository as the hub in a hub-and-spoke arrangement, where each spoke goes to one of the patient'"'"'s healthcare providers, both past and present. The patient'"'"'s medical records are collected from all the patient'"'"'s healthcare providers, then classified, stored, and organized for use by the patient, healthcare providers, and any other authorized individuals. The records in the repository can be sorted and/or selected in several different ways and displayed to the patient or to his designated medical care providers, and to certain patient designated third parties.

Claims

1. A method for managing a patient'"'"'s medical records authored by a plurality of healthcare providers, wherein at least two healthcare providers of said plurality have different medical records systems, said method comprising:

collecting a plurality of medical records from a plurality of healthcare providers identified by the patient, wherein said collecting is by a service provider in response to a request by the patient for said collecting of said plurality of medical records;

making a substantially unaltered copy in electronic image format of each document in the patient'"'"'s collected medical records;

categorizing a plurality of said substantially unaltered copied documents according to a categorization system, such that each said substantially unaltered copied document is identified by a unique document identifier;

storing in a central storage area said categorized plurality of substantially unaltered copied documents, wherein said central storage area comprises a database, and wherein access to said categorized plurality of substantially unaltered copied documents in said central storage area must be authorized by said patient; and

retrieving from said central storage area an ordered set of documents of said categorized plurality of substantially unaltered copied documents, using at least one of a plurality of predetermined criteria.

2. The method of claim 1 wherein said plurality of predetermined criteria include sorting said categorized plurality of substantially unaltered copied documents in reverse chronological order of creation dates, by medical sub-category, by author, by author specialization, in numerical order of said document identifier, by document provider, or any combination thereof.

3. The method of claim 1 further comprising:

sorting said plurality of substantially unaltered copied documents; and

presenting said sorted plurality of substantially unaltered copied documents based on a selection criterion and a prioritization algorithm.

4. The method of claim 1 further comprising displaying said ordered set of said categorized plurality of substantially unaltered copied documents to a current healthcare provider examining said patient.

5. The method of claim 4 wherein said displaying said ordered set of said categorized plurality of substantially unaltered copied documents to a current healthcare provider occurs only for substantially unaltered copied documents in said ordered set which are not marked private by said patient.

6. The method of claim 1 wherein said categorization system is the same for all healthcare providers of said plurality of healthcare providers.

7. The method of claim 1 wherein said categorization system comprises a plurality of categories, said categories comprising the document identifier.

8. The method of claim 7 wherein said categories further comprise:

an author of a page, a specialization of said author, a date said page was created, a page type, a record source, or a name of a file provider.

9. The method of claim 1 wherein said plurality of substantially unaltered copied documents comprises scanned paper-based pages of said patient'"'"'s medical records.

10. The method of claim 9, wherein said scanned paper-based pages include handwritten notes of a healthcare provider.

11. The method of claim 1 further comprising;

receiving a record collection request from the patient for collecting the plurality of medical records from the plurality of health care providers identified by the patient.

12. A method for a patient accessing said patient'"'"'s medical records originating from a plurality of healthcare providers, wherein at least two healthcare providers of said plurality have different medical records systems, said method comprising:

collecting from said plurality of healthcare providers at the request of the patient a plurality of substantially unaltered copied documents of said patient'"'"'s medical records, wherein said plurality of healthcare providers comprise a past and a present health care provider of said patient, wherein the patient identifies the plurality of healthcare providers to a service provider, and wherein said collecting is performed by the service provider, said collecting including the steps of (1) the service provider contacting said plurality of healthcare providers to request said plurality of substantially unaltered copied documents of said patient'"'"'s medical records and (2) the service provider receiving said plurality of substantially unaltered copied documents of said patient'"'"'s medical records from said plurality of healthcare providers;

categorizing said plurality of substantially unaltered copied documents according to a categorization system, having more than two categories, wherein said categorizing includes categorizing each substantially unaltered copied document in the patient'"'"'s collected medical records;

storing in a storage area of a central computer storage said categorized plurality of substantially unaltered copied documents, wherein said central storage area comprises a database, and wherein access to said categorized plurality of substantially unaltered copied documents in said storage area is under the control of said patient; and

retrieving a document of said stored categorized plurality of substantially unaltered copied documents according to at least one of a plurality of selection criteria, said plurality of selection criteria based on said categorization system.

13. The method of claim 12 further comprising displaying said retrieved document to said patient.

14. The method of claim 12 further comprising displaying said retrieved document to a third party after approval by said patient or said patient'"'"'s legal surrogate.

15. The method of claim 12 further comprising displaying said retrieved document to said patient, but not to said patient'"'"'s legal surrogate.

16. The method of claim 12 further comprising distributing said retrieved document by fax, email, or hard copy.

17. The method of claim 16 wherein said hard copy comprises a floppy disk, CD, microfiche, or paper copy.

18. The method of claim 12 wherein said one selection criterion selects documents of said stored categorized plurality of substantially unaltered copied documents with document dates within the previous N months starting with said patient'"'"'s most recent date of activity or a minimum of M documents, whichever results in more documents.

19. The method of claim 18 wherein N=12 and M=3.

20. The method of claim 12 wherein said categorization system is the same for all healthcare providers of said plurality of healthcare providers.

21. The method of claim 12 further comprising displaying a document log of said categorized plurality of substantially unaltered copied documents to said patient.

22. The method of claim 21 wherein said document log is organized by document date, page type, or doctor specialty.

23. The method of claim 12 wherein said selection criteria selects documents in a category selected from a group of categories consisting of:

Medications &

Allergies, Immunizations, Patient Intake Apps, Physical Exams, Progress Notes, Consultations, Operative Notes, ER Reports, Hospital Summaries, EKGs, Imaging Reports, Special Tests, Labs &

Cultures, Therapy Notes, Billing &

Insurance, and Other.

24. The method of claim 12 wherein said selection criteria selects documents in a category selected from a group of categories consisting of:

Medications &

Allergies, Immunizations, Physical Exams, Progress Notes, Consultations, Operative Notes, ER Reports, Hospital Summaries, EKGs, Imaging Reports, Special Tests, Labs &

Cultures, Therapy Notes, and Patient Added Pages.

25. The method of claim 12 wherein said categorization system comprises a plurality of categories, said plurality of categories comprising:

document ID, page type, author of said document, specialization of said author, provider of the record, and date of said document.

26. The method of claim 25 wherein said selection criteria selects documents in a category of said plurality of categories.

27. The method of claim 12 further comprising, when needed, converting to electronic format each substantially unaltered copied document of said patient'"'"'s medical records.

28. The method of claim 12 further comprising, providing to said patient a Combined Medical Records (CMR) report, said CMR report comprising said categorized substantially unaltered copied documents organized by sections, said sections comprising a clinical pages section.

29. The method of claim 28 wherein said clinical pages section comprises Medications &

Allergies, Immunizations, Patient Intake Apps, Physical Exams, Progress Notes, Consultations, Operative Notes, ER Reports, Hospital Summaries, EKGs, Imaging Reports, Special Tests, Labs &

Cultures, Therapy Notes, Billing &

Insurance, and Other sub-sections.

30. The method of claim 12 further comprising, providing to said patient a Medical Summary (MS) report, said MS report comprising said categorized substantially unaltered copied documents organized by sections, said sections comprising a selected clinical pages section.

31. The method of claim 30 wherein said selected clinical pages section comprises Medications &

Allergies, Immunizations, Physical Exams, Progress Notes, Consultations, Operative Notes, ER Reports, Hospital Summaries, EKGs, Imaging Reports, Special Tests, Labs &

Cultures, Therapy Notes, and Patient Added Pages sub-sections.

32. The method of claim 12 further comprising, searching for a doctor'"'"'s location using a customized search engine.

33. The method of claim 12 further comprising:

the service provider automatically generating letters for said patient'"'"'s signature to request said plurality of substantially unaltered copied documents of said patient'"'"'s medical records.

34. The method of claim 12 further comprising:

the service provider tracking the status of said collecting.

35. The method of claim 12 further comprising:

enabling said patient to add comments to the substantially unaltered copied document in electronic image format.

36. A method for a patient accessing said patient'"'"'s medical records originating from a plurality of healthcare providers, said method comprising:

collecting from said plurality of healthcare providers at the request of the patient said patient'"'"'s medical records, wherein the patient identifies the plurality of healthcare providers to a service provider, and wherein said collecting is performed by the service provider, said collecting including the steps of (1) the service provider contacting said plurality of healthcare providers to request said patient'"'"'s medical records and (2) the service provider receiving said patient'"'"'s medical records from said plurality of healthcare providers;

categorizing a plurality of substantially unaltered copied documents of said patient'"'"'s medical records according to a categorization system, wherein said categorizing includes categorizing each substantially unaltered copied document in the patient'"'"'s collected medical records;

storing in a storage area of a central computer storage said categorized plurality of substantially unaltered copied documents, wherein said central computer storage comprises a database, and access to said categorized plurality of substantially unaltered copied documents in said storage area under the control of said patient; and

displaying a document log of said categorized plurality of substantially unaltered copied documents to said patient.

37. The method of claim 36 further comprising displaying a time line graph indicating a date when a document of said categorized plurality of substantially unaltered copied documents was created.

38. The method of claim 36 wherein said document log comprises an inventory of said categorized plurality of substantially unaltered copied documents sorted by document ID, page type, author of said document, specialization of said author, record provider, or document date.

39. The method of claim 36 wherein said document log is sorted by date in reverse chronological order.

40. The method of claim 36 wherein said document log comprises a link to a display of a document of said categorized plurality of substantially unaltered copied documents.

41. A system for centrally managing a plurality of medical records of a patient distributed across a plurality of healthcare providers, said system comprising:

a collection module for collecting from said plurality of healthcare providers at the request of the patient said plurality of medical records, wherein the patient identifies the plurality of healthcare providers to a service provider, wherein the service provider contacts said plurality of healthcare providers to request said plurality of medical records and receives said plurality of medical records from said plurality of healthcare providers, and wherein said collection module is other than the patient;

a computerized categorization system for categorizing each substantially unaltered copied documents of said plurality of medical records, wherein said categorization system is the same for all healthcare providers of said plurality of healthcare providers;

a patient directed central storage area wherein said central storage area comprises a database for electronically storing said categorized substantially unaltered copied documents of said plurality of medical records, wherein the patient controls the scope of access to the patient'"'"'s stored substantially unaltered copied documents; and

a retrieval module for retrieving an ordered plurality of documents of said categorized substantially unaltered copied documents of said plurality of medical records, wherein said ordered plurality of documents is arranged using at least one of a plurality of criteria, said plurality of criteria based on said computerized categorization system.

42. The system of claim 41 further comprising a display for displaying said ordered plurality of documents.

43. The system of claim 42 wherein said display for presenting comprises a Web browser.

44. The system of claim 41 further comprising a distribution module for creating a CD, email, facsimile document, or printed document comprising information in said ordered plurality of documents.

45. The system of claim 41 further comprising a search engine application stored in a computer readable medium for locating a doctor or an organization of said plurality of healthcare providers.

46. The system of claim 41 wherein said categorization system comprises:

document ID, page type, author of said document, specialization of said author, provider of the record, and date of each said substantially unaltered copied document.

47. A method of centrally managing medical records of a patient authored by a plurality of healthcare providers, said method comprising:

collecting from said plurality of healthcare providers at the request of the patient a plurality of medical records, wherein said plurality of medical records comprise a plurality of paper based documents, and wherein said plurality of healthcare providers comprise a past and a current health care provider, wherein the patient identifies the plurality of healthcare providers to a service provider, and wherein said collecting is performed by the service provider;

classifying each page of said plurality of paper based documents using classes of a classification system common across said plurality of healthcare providers;

converting each page of said plurality of paper based documents to a substantially unaltered electronic image;

storing each substantially unaltered electronic image in a computer storage readable medium wherein access to said computer storage readable medium is authorized by said patient;

retrieving an organized subset of said substantially unaltered electronic images, using at least one of a plurality of criteria; and

displaying an electronic image of said organized subset.

48. The method of claim 47 wherein said classifying each page comprises adding a header and a footer to each page, wherein said header comprises a first group of classes of said classification system and said footer comprises a second group of classes of said classification system.

49. The method of claim 48 wherein said first group comprises:

a document ID, page type, patient name, and member ID.

50. The method of claim 49 wherein said page type is a medical category selected from a group consisting of:

Medications &

Allergies, Immunizations, Patient Intake Apps, Physical Exams, Progress Notes, Consultations, Operative Notes, ER Reports, Hospital Summaries, EKGs, Imaging Reports, Special Tests, Labs &

Cultures, Therapy Notes, Billing &

Insurance, and Other.

51. The method of claim 48 wherein said second group comprises:

author of said page, author'"'"'s specialization, if a doctor, and creation date of said page.

52. The method of claim 47 wherein said classification system comprises:

a document ID, page type, patient name, member ID, author of said page, author'"'"'s specialization, if a doctor, and creation date of said page.

53. A system for centrally managing a plurality of medical records of a patient originating from a plurality of healthcare providers, said system comprising:

a backend server for receiving said plurality of medical records, each medical record comprising a plurality of documents, from said plurality of healthcare providers, wherein each document of said plurality of medical records is categorized, wherein the patient identifies the plurality of healthcare providers to a service provider, and wherein said plurality of medical records are collected by the service provider in response to a request by the patient for the collecting, wherein the service provider contacts said plurality of healthcare providers to request said plurality of medical records and the service provider receives said plurality of medical records from said plurality of healthcare providers;

a database connected to said backend server for storing said categorized documents, wherein access to said categorized documents is controlled by said patient; and

a Web server connected to said backend server and to a client system, wherein said Web server processes a search request by said client system for retrieving a set of ordered documents of said categorized documents, said set arranged by using at least one of a plurality of criteria.

54. The system of claim 53 further comprising a scanner coupled to said backend server for converting a paper-based document of said plurality of medical records to an electronic image for storing in said database.

55. The system of claim 53 further comprising a search engine for locating a healthcare provider of said plurality of healthcare providers.

56. The system of claim 53 further comprising a window displaying a current collection status of a patient'"'"'s medical records from a healthcare provider of said plurality of healthcare providers.