IP Library Patent Application 12916780
Patent Application
App. No. 12/916,780

METHOD AND APPARATUS FOR MANAGING PHYSICIAN REFERRALS

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Patent No.
US None
App. No.
12/916,780
Abstract

Method and apparatus for managing the physician referral process, whereby a referring physician (e.g., a primary care provider) refers a patient to another physician (e.g., a specialist) for a particular medical procedure, analysis or care. An aggregator provides systems and methods available to physicians and their administrative staff (herein collectively referred to as physicians or doctors) to: book appointments on behalf of their patients online through a doctor directory and calendar function; filter available doctors by specialty, subspecialty, procedure, insurance participation and/or hospital network; transfer a patient's personal information, medical history and pre-selected insurance forms from one doctor's office to another's, electronically; transfer and upload relevant forms and paperwork via fax from one doctor's office to another; track referrals historically (over time) on a by-doctor or by-patient basis; facilitate referrals to and from doctors in a certain network or group.

Claims (77)

1 . An online physician referral apparatus comprising:

a computer apparatus for managing and storing a central managed database of physician profiles and scheduling information for physicians belonging to different provider groups, the database containing both physician profile data (PPD) and available appointment times for the physicians, wherein the PPD includes the physician's specialty, location and insurance or payment information; and

an online portal, accessible by computer to referring physicians over a network, for computer implemented filtering of the PPD and available appointment times on behalf of a patient of the referring physician, the portal including a user interface enabling the referring physician to select and book on-line a referral appointment on behalf of the patient with one of the physicians based on a filtered combination of the available appointment times and PPD.

2 . The apparatus of claim 1 , wherein:

the portal comprises a Web site and the user interface is accessible via a Web browser for filtering and selecting the one physician for the referral appointment.

3 . The apparatus of claim 1 , wherein:

the PPD further includes one or more of an affiliation of the physician with a provider group, insurance carrier, insurance plan, and procedures performed.

4 . The apparatus of claim 1 , wherein:

the database further includes the selected booked appointments and patient records relevant to such appointments.

5 . The apparatus of claim 1 , wherein:

the database includes an identifier for correlating patient and patient records.

6 . A method for online booking of physician referrals comprising:

a referring physician accessing an online portal to a central managed database of physician profile data (PPD) and available appointment times for physicians belonging to different provider groups, the PPD including the physician's specialty, location and insurance or payment information;

the referring physician performing the following steps via the portal:

filtering the PPD and available appointment times on behalf of a patient of the referring physician and selecting, on behalf of the patient, a referral appointment with one of the physicians based on a filtered combination of the available appointment times and PPD;

entering identification information for the patient; and

booking the selected appointment for the identified patient.

7 . The method of claim 6 , wherein the PPD further includes one or more of an affiliation of the physician with a provider group, insurance carrier, insurance plan, and procedures performed.

8 . The method of claim 6 , wherein the filtering step is based on specialty and location and the portal displays a filtered listing of the physicians and their available appointment times.

9 . The method of claim 6 , wherein in response to the filtering, the portal displays a filtered listing of the physicians including their respective name, specialty, location, and insurance or payment information.

10 . The method of claim 6 , wherein the referring physician further performs the step of tracking one or more selected appointments.

11 . The method of claim 10 , wherein the tracking is performed based on one or more of the selected physician and the patient.

12 . The method of claim 6 , further comprising the step of the referring physician transferring patient information to the selected physician.

13 . The method of claim 6 , further comprising the step of the selected physician transferring patient information via the portal to the referring physician.

14 . The method of claim 6 , further comprising the step of the referring physician reviewing on the portal a booking history of selected appointments.

15 . The method of claim 14 , wherein the booking history can be filtered by the referring physician based upon one or more of the patient, selected physician, specialty and date.

16 . The method of claim 14 , wherein the booking history comprises one or more of:

appointment status;

clinical information;

patient identification information;

selected physician;

appointment time;

appointment history; and

further actions regarding the patient.

17 . The method of claim 6 , further comprising the step of the referring physician establishing communication via the portal with one or more of the patient and the selected physician.

18 . The method of claim 17 , wherein the communications include one or more of a reminder to the patient and providing patient information to the selected physician.

19 . The method of claim 17 , further comprising the step of the referring physician reviewing a history of the communications on the portal.

20 . The method of claim 6 , further comprising the steps of the portal displaying a description of the booked appointment and the referring physician printing the displayed description and providing the printed description to the patient.

21 . The method of claim 6 , wherein the portal is a website.

22 . The method of claim 6 , wherein patient information can be uploaded by the referring physician to the portal.

23 . The method of claim 6 , wherein the patient information can be uploaded by the selected physician to the portal.

24 . A computer readable storage medium with instructions to one or a plurality of computers for execution of the method of claim 6 .

25 . A method for online booking of physician referrals comprising:

a referring physician accessing an online portal to a central managed database of physician profile data (PPD) and available appointment times for physicians belonging to different provider groups, the PPD including the physician's specialty, location and insurance or payment information;

the referring physician performing the following steps via the portal:

filtering the PPD on behalf of a patient of the referring physician to select, on behalf of the patient, one of the physicians based on the PPD;

entering identification information for the patient; and

notifying the selected physician electronically to arrange for a referral appointment.

26 . The method of claim 25 wherein, following the notification, the referring physician transfers patient information to the selected physician via the portal.

27 . The method of claim 25 , further comprising the step of the referring physician tracking one or more of the appointment and the patient's progress via the portal.

28 . A system for managing patient referrals comprising:

an online portal, accessible by computer to a referring physician over a network, providing access to a central managed database of physician profile data (PPD) and available appointment times for physicians belonging to different provider groups;

the portal including a user interface enabling the referring physician to filter the PPD and available appointment times and select, on behalf of a patient of the referring physician one of the physicians for a referral appointment;

the portal providing one or more communication channels for communication between the referring physician and one or more of the patient and the selected physician for:

initiating and tracking toward completion the referral appointment of the patient with the selected physician; and

transferring of patient information.

29 . A network based scheduling system, the system comprising:

an aggregator managed database containing information relevant to referring physicians who periodically need to schedule referral appointments with other physicians;

a set of parameters associated with each of a plurality of physicians accepting referral appointments having available appointment times;

a central controller managing a referral appointment schedule for the aggregator, wherein the central controller operates via a network to:

receive scheduling information via the network from the physicians accepting referral appointments;

supply available appointment times via the network to the referring physicians, with the supplied available appointment times determined by input received from the referring physician on behalf of a patient of the referring physician;

wherein the controller supplies an available appointment calendar via the network to the referring physician of the available appointment times, and wherein the referring physician can schedule an appointment via the network by selecting a desired appointment time.

30 . The system of claim 29 , wherein the network is the Internet.

31 . The system of claim 29 , wherein the aggregator provides a Web portal accessible to the physicians for receiving and supplying the scheduling and appointment times.

32 . The system of claim 29 , wherein the controller synchronizes the available appointment times with the appointment calendars of the physicians accepting referral appointments.

33 . The system of claim 29 , wherein the controller supplies a real time master schedule via the network.

34 . The system of claim 29 , wherein the controller operates via the network to supply tracking information relevant to the selected appointment.

35 . The system of claim 34 , wherein the tracking information includes one or more of:

patient contact information;

patient insurance information;

affiliation of the physician accepting referral appointments;

patient information supplied by the physician accepting referral appointments;

patient information supplied by the referral physician;

patient clinical information;

appointment history information;

physician notes concerning the patient

Assignments (10)
RELEASE OF SECURITY INTEREST Recorded Feb 4, 2021
From: SILICON VALLEY BANK
To: ZOCDOC, INC.
Reel/Frame 055147/0324 →
RELEASE OF SECURITY INTEREST Recorded Feb 2, 2021
From: HERCULES CAPITAL, INC., AS AGENT (AS SUCCESSOR IN INTEREST TO BEARCUB ACQUISITIONS LLC, AS SUCCESSOR IN INTEREST TO ARES VENTURE FINANCE, L.P.)
To: ZOCDOC, INC.
Reel/Frame 055118/0300 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNOR'S NAME PREVIOUSLY RECORDED AT REEL: 046531 FRAME: 0192. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Mar 22, 2019
From: ZOCDOC, INC.
To: HERCULES CAPITAL, INC., AS AGENT
Reel/Frame 048676/0793 →
SECURITY INTEREST Recorded Aug 1, 2018
From: ZODOC, INC.
To: HERCULES CAPITAL, INC., AS AGENT
Reel/Frame 046531/0192 →
ASSIGNMENT OF IP SECURITY AGREEMENT Recorded Nov 13, 2017
From: ARES VENTURE FINANCE, L.P.
To: BEARCUB ACQUISITIONS LLC
Reel/Frame 044429/0843 →
SECURITY INTEREST Recorded Apr 10, 2017
From: ZOCDOC, INC.
To: ARES VENTRUE FINANCE, L.P.
Reel/Frame 041940/0134 →
RELEASE OF SECURITY INTEREST Recorded Mar 28, 2017
From: VENTURE LENDING & LEASING VI, INC.; VENTURE LENDING & LEASING VII, INC.
To: ZOCDOC, INC.
Reel/Frame 041763/0860 →
SECURITY AGREEMENT Recorded Apr 13, 2015
From: ZOCDOC, INC.
To: SILICON VALLEY BANK
Reel/Frame 035412/0001 →
SECURITY AGREEMENT Recorded Jan 16, 2014
From: ZOCDOC, INC.
To: VENTURE LENDING & LEASING VI, INC.; VENTURE LENDING & LEASING VII, INC.
Reel/Frame 032070/0484 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 18, 2011
From: KHARRAZ TAVAKOL, OLIVER D.; GANJU, NIKHIL; MASSOUMI, CYRUS E.
To: ZOCDOC, INC.
Reel/Frame 025650/0986 →