IP Library Granted Patent US 9,330,234
Granted Patent B1
US 9,330,234 · App. 12/758,936 · Granted May 3, 2016

Method, apparatus and computer program to provide access to client records and data resources

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Quick Facts
Patent No.
US 9,330,234
App. No.
12/758,936
Granted
May 3, 2016
Kind
B1
Abstract

A method, computer program and apparatus are disclosed that include accessing client data records, such as, medical records. The method for may include, for example, receiving a data file at a file server comprising client records information. The method may also include forwarding the file to a database and adding the file to a record in the database, creating a database file and storing the database file on the file server, and scheduling a call to at least one client, the call including a portion of the information included in the received data file. The method may further provide performing the call, monitoring the call, and may also include updating the client records information stored in the database based on the additional information provided by the at least one client.

Claims (43)

1. A method of accessing client data records, the method comprising:

receiving a data file from a client at a file server comprising client records information of the client;

forwarding the file to a database and adding the file to a record in the database;

creating a database file and storing the database file on the file server;

parsing information for the client including appointment data by a parsing engine, and formatting the appointment data for storage in one or more appointment tables;

scheduling, by a schedule builder, a call to at least one client, the call including a portion of the information of the client included in the received data file, wherein the schedule builder reviews appointment data in the one or more appointment tables and builds one or more schedule lists;

building a voice file using the portion of the information so that the at least one client may access their respective record and listen to the voice file corresponding to their respective record;

sending the voice file including the portion of the information to the at least one client over the scheduled call, wherein the voice file is sent by a reporter engine that queries the one or more schedule lists, discovers the schedules that are complete and the corresponding client reports that are ready to be sent to the clients;

monitoring the call to determine if any update of the client information is provided from the at least one client during the course of the call; and

updating the client records information stored in the database based on the updated client information provided by the at least one client;

wherein the parsing engine, schedule builder and reporting engine operate on a daily cycle such the parser engine operates for a first time period during the day, the schedule builder operates for a second time period, and the reporter engine operates for a third time period after the second time period.

2. The method of claim 1 , wherein the data file is transferred from the at least one client to at least one of an FTP server and a SSH server prior to said data file being received at the file server.

3. The method of claim 1 , wherein the data file is transferred from the at least one client to a web server prior to said data file being received at the file server.

4. The method of claim 1 , wherein the database is a SQL server database.

5. The method of claim 1 , wherein the call is at least one of a dialed call, an email, a text message and a fax.

6. The method of claim 1 , wherein the call is transferred via at least one FTP and SSH.

7. The method of claim 1 , further comprising:

creating an export file on the file server based on a list of scheduled information that is determined to be a completed list of the scheduled information by the file server.

8. A non-transitory computer readable medium storing a software program that when executed controls a processor to perform:

receiving a data file from a client at a file server comprising client records information;

forwarding the file to a database and adding the file to a record in the database;

creating a database file and storing the database file on the file server;

parsing information for the client including appointment data and formatting the appointment data for storage in one or more appointment tables;

scheduling a call to at least one client, the call including a portion of the information of the client included in the received data file, wherein the scheduling comprises reviewing appointment data in the one or more appointment tables and building one or more schedule lists;

building a voice file using the portion of the information so that the at least one client may access their respective record and listen to the voice file corresponding to their respective record;

sending the voice file including the portion of the information the voice file to the at least one client over the scheduled call, wherein the voice file is sent by a reporter engine that queries the one or more schedule lists, discovers the schedules that are complete and the corresponding client reports that are ready to be sent to the clients;

monitoring the call to determine if any update of the client information is provided from the at least one client during the course of the call; and

updating the client records information stored in the database based on the updated client information provided by the at least one client;

wherein the parsing, scheduling and reporting engine operate on a daily cycle such the parsing operates for a first time period during the day, the scheduling operates for a second time period, and the reporter engine operates for a third time period after the second time period.

9. The non-transitory computer readable medium of claim 8 , wherein the data file is transferred from the at least one client to at least one of an FTP server and a SSH server prior to said data file being received at the file server.

10. The non-transitory computer readable medium of claim 8 , wherein the data file is transferred from the at least one client to a web server prior to said data file being received at the file server.

11. The non-transitory computer readable medium of claim 8 , wherein the database is a SQL server database.

12. The non-transitory computer readable medium of claim 8 , wherein the call is at least one of a dialed call, an email, a text message and a fax.

13. The non-transitory computer readable medium of claim 8 , wherein the call is transferred via at least one FTP and SSH.

14. The non-transitory computer readable medium of claim 8 , wherein the processor is further configured to perform:

creating an export file on the file server based on a list of scheduled information that is determined to be a completed list of the scheduled information by the file server.

15. A file server configured to access client data records, the file server comprising:

a receiver configured to receive a data file from a client at the file server comprising client records information;

a transmitter configured to transmit the file to a database where the file is added to a record in the database;

a processor configured to create a database file and storing the database file on the file server, parse information for the client including appointment data and format the appointment data for storage in one or more appointment tables, schedule a call to at least one client, the call including a portion of the information of the client included in the received data file wherein the scheduling comprises reviewing appointment data in the one or more appointment tables and building one or more schedule lists, build a voice file using the portion of the information so that the at least one client may access their respective record and listen to the voice file corresponding to their respective record, send the voice file including the portion of the information to the at least one client over the scheduled call wherein the voice file is sent by a reporter engine that queries the one or more schedule lists, discovers the schedules that are complete and the corresponding client reports that are ready to be sent to the clients, monitor the call to determine if any update of the client information is provided from the at least one client during the course of the call, and update the client records information stored in the database based on the updated client information provided by the at least one client, wherein the parsing, scheduling and reporting engine operate on a daily cycle such the parsing operates for a first time period during the day, the scheduling operates for a second time period, and the reporter engine operates for a third time period after the second time period.

16. The file server of claim 15 , wherein the data file is transferred from the at least one client to at least one of an FTP server and a SSH server prior to said data file being received at the file server.

17. The file server of claim 15 , wherein the data file is transferred from the at least one client to a web server prior to said data file being received at the file server.

18. The file server of claim 15 , wherein the call is transferred via at least one FTP and SSH.

Assignments (15)
OMNIBUS ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Nov 25, 2024
From: UBS AG, STAMFORD BRANCH (AS SUCCESSOR TO CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH IN ITS CAPACITY AS COLLATERAL AGENT)
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS THE SUCCESSOR COLLATERAL AGENT
Reel/Frame 069438/0775 →
SECURITY INTEREST Recorded Mar 8, 2023
From: WEST TECHNOLOGY GROUP, LLC
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 062914/0804 →
RELEASE OF SECURITY INTEREST Recorded Jan 31, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS AGENT
To: INTRADO LIFE & SAFETY, INC. (F/K/A WEST SAFETY SERVICES, INC.)
Reel/Frame 062570/0940 →
NOTICE OF GRANT OF SECURITY INTEREST (SECOND LIEN) IN PATENTS Recorded Jan 31, 2023
From: CX360, INC.; WEST TECHNOLOGY GROUP, LLC (FKA INTRADO CORPORATION, FKA WEST CORPORATION); INTRADO INTERACTIVE SERVICES CORPORATION (FKA WEST INTERACTIVE SERVICES CORPORATION, FKA COBALT ACQUISITION COMPANY)
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 062571/0018 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 27, 2023
From: INTRADO LIFE & SAFETY, INC.
To: WEST TECHNOLOGY GROUP, LLC
Reel/Frame 062511/0826 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 30, 2022
From: INTRADO CORPORATION
To: INTRADO LIFE & SAFETY, INC.
Reel/Frame 062252/0588 →
CHANGE OF NAME Recorded Dec 23, 2022
From: WEST CORPORATION
To: INTRADO CORPORATION
Reel/Frame 062213/0567 →
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2022
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: INTERCALL, INC.; INTRADO INC.; TELEVOX SOFTWARE INCORPORATED; WEST ASSET MANAGEMENT, INC.; WEST CORPORATION; WEST CUSTOMER MANAGEMENT GROUP, LLC; WEST DIRECT, LLC; WEST INTERACTIVE CORPORATION; WEST NOTIFICATIONS GROUP, INC.
Reel/Frame 062160/0307 →
RELEASE OF SECURITY INTEREST Recorded May 1, 2018
From: U.S. BANK NATIONAL ASSOCIATION
To: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
Reel/Frame 046046/0547 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS (FIRST LIEN) Recorded Oct 10, 2017
From: WEST CORPORATION
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 044166/0901 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 040019, FRAME 0508 AND REEL 040019, FRAME 0761 Recorded Oct 10, 2017
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: WEST INTERACTIVE SERVICES CORPORATION; WEST CORPORATION
Reel/Frame 044217/0284 →
SHORT FORM INTELLECTUAL PROPERTY AGREEMENT Recorded Sep 13, 2016
From: WEST CORPORATION
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 040019/0508 →
SECURITY INTEREST Recorded Jun 20, 2016
From: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 039093/0944 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 20, 2011
From: NELSON, CINDY RAE; MCGALLAGHER, THEODORE ELLZEY, II
To: WEST CORPORATION
Reel/Frame 026154/0324 →
SECURITY AGREEMENT Recorded Jun 21, 2010
From: INTERCALL, INC.; INTRADO INC.; TELEVOX SOFTWARE, INCORPORATED; WEST ASSET MANAGEMENT, INC.; WEST CORPORATION; WEST CUSTOMER MANAGEMENT GROUP, LLC; WEST DIRECT, LLC; WEST INTERACTIVE CORPORATION; WEST NOTIFICATIONS GROUP, INC.
To: WELLS FARGO BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024563/0464 →