IP Library Granted Patent US 12,684,067
Granted Patent B1
US 12,684,067 · App. 15/672,923 · Granted Jul 14, 2026

Medical preference based interactive voice response communication configuration

Inventors: Michelle Winston (Omaha, NE); Nancy Bergantzel (Castle Rock, CO); Graeme Dean (Live Oak, FL); Charles McGavren (Omaha, NE); Jim Milroy (Omaha, NE); Matt Panaccione (Pepperell, MA); Prabha Sundaram (Salt Lake City, UT)
Assignee: West Technology Group, LLC
H04M3/493G16H10/60H04M3/5166G06F3/0481G16H10/00H04M2203/655
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Quick Facts
Patent No.
US 12,684,067
App. No.
15/672,923
Filed
Aug 9, 2017
Granted
Jul 14, 2026
Kind
B1
Art Unit
2179
USPC
715/753
Abstract

Automated patient care may include a patient accessing and registering to receive ongoing care from automated services. Third parties may also be notified regarding a patient's ongoing care services. One example method of operation may include identifying a patient case profile, identifying a number of contacts associated with the patient case profile, identifying a trigger in the patient case file and a number of preferences, linking a number of patient requirements identified in the patient case profile with the number of contacts and preferences responsive to identifying the trigger, creating a number of communication instances each having a date and a communication medium, and transmitting notifications to the number of contacts and at least one designated patient device identified by the preferences.

Claims (42)

1 . A method comprising:

enrolling a patient in a remote monitoring service by receiving input data, including preferences of a patient, via a plurality of screens sequentially displayed on a user interface;

storing enrollment data provided by the patient within a patient file stored in a storage device;

identifying a flag in the patient file, wherein the flag identifies requirements for a follow-up appointment for the patient;

determining contact information, a communication preference, a date parameter, and a physician of the patient from the requirements;

generating a plurality of electronic communications for a plurality of parties associated with the follow-up appointment, wherein each electronic communication of the plurality of electronic communications includes message content and contact information based on the requirements; and

transmitting the plurality of electronic communications to a plurality of devices of the plurality of parties based on the requirements and at a time based on the requirements.

2 . The method of claim 1 , wherein the contact information identifies a plurality of contacts, including at least one emergency contact and the physician.

3 . The method of claim 1 , wherein the flag identifies at least one medication and at least one follow-up communication.

4 . The method of claim 1 , comprising:

identifying a threshold date for the follow-up appointment.

5 . The method of claim 1 , further comprising:

creating one or more notifications based on a severity level.

6 . The method of claim 1 , comprising:

identifying a procedure to be performed in the follow-up appointment and one or more assistants associated with the procedure.

7 . An apparatus, comprising:

a processor that executes instructions stored in a memory to configure the processor to:

enroll a patient in a remote monitoring service based on input data, including preferences of a patient, received via a plurality of screens sequentially displayed on a user interface;

storing enrollment data provided by the patient within a patient file stored in a storage device;

identify a flag in the patient file, wherein the flag identifies requirements for a follow-up appointment for the patient;

determine contact information, a communication preference, a date parameter, and a physician of the patient from the requirements;

generate plurality of electronic communications for a plurality of parties associated with the follow-up appointment, wherein each electronic communication of the plurality of electronic communications includes message content and contact information based on the requirements; and

transmit the plurality of electronic communications to a plurality of devices of the plurality of parties based on the requirements and at a time based on the requirements.

8 . The apparatus of claim 7 , wherein the contact information identifies a plurality of contacts, including at least one emergency contact and the physician.

9 . The apparatus of claim 7 , wherein the flag identifies at least one medication and at least one follow-up communication with a physician.

10 . The apparatus of claim 7 , wherein the processor is configured to:

identify a threshold date for the follow-up appointment.

11 . The apparatus of claim 7 , wherein the processor is configured to:

create one or more notifications based on a severity level.

12 . A non-transitory computer-readable medium comprising at least one instruction that, when executed by a processor, causes the processor to perform:

enrolling a patient in a remote monitoring service by receiving input data, including preferences of a patient, via a plurality of screens sequentially displayed on a user interface;

storing enrollment data provided by the patient within a patient file stored in a storage device;

identifying a flag in the patient file, wherein the flag identifies requirements for a follow-up appointment for the patient;

determining contact information, a communication preference, a date parameter, and a physician of the patient from the requirements;

generating a plurality of electronic communications for a plurality of parties associated with the follow-up appointment, wherein each electronic communication of the plurality of electronic communications includes message content and contact information based on the requirements; and

transmitting the plurality of electronic communications to a plurality of devices of the plurality of parties based on the requirements and at a time based on the requirements.

13 . The non-transitory computer-readable medium of claim 12 , wherein the contact information identifies a plurality of contacts, including at least one emergency contact and the physician.

14 . The non-transitory computer-readable medium of claim 12 , wherein the flag identifies at least one medication and at least one follow-up communication with a physician.

15 . The non-transitory computer-readable medium of claim 12 , wherein the instructions cause the processor to perform:

identifying a threshold date for the follow-up appointment.

16 . The non-transitory computer-readable medium of claim 12 , wherein the instructions cause the processor to perform:

creating one or more notifications based on a severity level.

Assignments (4)
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 →
CHANGE OF NAME Recorded Jun 26, 2023
From: INTRADO CORPORATION
To: WEST TECHNOLOGY GROUP, LLC
Reel/Frame 064103/0774 →
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 →
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 →
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