IP Library › Granted Patent US 10,755,369
Granted Patent B2
US 10,755,369 · App. 14/798,630 · Granted Aug 25, 2020

Client management tool system and method

Inventors: Rubendran Amarasingham (Dallas, TX); Jennifer Wilson (Dallas, TX); Alexander Townes (Dallas, TX); Anand Shah (Dallas, TX); Stephanie Fenniri (Dallas, TX); Vaidyanatha Siva (Plano, TX)
Assignee: Parkland Center for Clinical Innovation
G06Q50/24G06N5/04G16H10/20G16H10/60G16H40/20G16H50/30G16H50/50G06N5/02G16H50/20G16H50/70
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Quick Facts
Patent No.
US 10,755,369
App. No.
14/798,630
Granted
Aug 25, 2020
Kind
B2
Abstract

A client management tool system comprises a gateway module configured to provide access to a data store storing clinical and non-clinical data, a collection of computerized question forms configured to obtain additional data about a client, a social data model defining a structure to store and organize the client data, a predictive model including a plurality of weighted variables and thresholds in consideration of the client data to identify needs of the client and a valuation of services to address the client needs, a knowledgebase of available programs and service providers able to deliver the needed services, a client management toolkit configured to provide recommended a course of action in response to the identified client need, valuation, and available programs and services providers, and a data presentation module operable to present notifications, alerts, and outcome report related to service delivery to the client.

Claims (56)

1. A client management tool system adapted for execution on a computer system coupled to a global computer network, comprising:

a consent interface configured to automatically query for, receive, and organize consent and permission from the plurality of clients for data collection and analysis in compliance with laws and regulations;

a gateway module configured to provide access to a data store storing data associated with a plurality of clients including clinical and non-clinical data;

a collection of computerized question forms configured to obtain additional data about a client;

a social data model defining a structure to store and organize the client data;

at least one predictive model including a plurality of weighted variables and thresholds in consideration of the client data to identify clinical and non-clinical needs of the client and a valuation of services to address the clinical and non-clinical client needs;

a knowledgebase of available programs and service providers able to deliver the needed services;

a client management toolkit configured to provide recommended a course of action in response to the identified clinical and non-clinical client need, valuation, and available programs and services providers;

calendaring appointments for scheduled services associated with the recommend program or services; and

a data presentation module operable to present notifications, alerts, and outcome report related to service delivery of the scheduled services to the client.

2. The system of claim 1 , wherein the clinical data are selected from at least one member of the group consisting of: vital signs and other physiological data; data associated with physical exams by a physician, nurse, or allied health professional; medical history; allergy and adverse medical reactions; family medical information; prior surgical information; emergency room records; medication administration records; culture results; dictated clinical notes and records; gynecological and obstetric information; mental status examination; vaccination records; radiological imaging exams; invasive visualization procedures; psychiatric treatment information; prior histological specimens; laboratory data; genetic information; physician's and nurses' notes; networked devices and monitors; pharmaceutical and supplement intake information; and focused genotype testing.

3. The system of claim 1 , wherein the non-clinical data are selected from at least one member of the group consisting of: social, behavioral, lifestyle, and economic data; type and nature of employment data; job history data; medical insurance information; hospital utilization patterns; exercise information; addictive substance use data; occupational chemical exposure records; frequency of physician or health system contact logs; location and frequency of habitation change data; predictive screening health questionnaires; personality tests; census and demographic data; neighborhood environment data; dietary data; participation in food, housing, and utilities assistance registries; gender; marital status; education data; proximity and number of family or care-giving assistant data; address data; housing status data; social media data; educational level data; and data entered by clients.

4. The system of claim 1 , wherein the collection of computerized question forms comprises at least one intake form.

5. The system of claim 1 , wherein the collection of computerized question forms comprises at least one client assessment form.

6. The system of claim 1 , wherein the predictive model uses artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

7. The system of claim 1 , wherein the predictive model considers a client's health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.

8. A client management tool method, comprising:

receiving and storing data associated with a plurality of clients including clinical and non-clinical data;

presenting a questionnaire form including a plurality of questions, and receiving answers in response to the plurality of questions in the questionnaire;

storing and organizing the received client data in a data store according to a social data model;

presenting a query for, receive, and organize consent and permission from the plurality of clients for data collection and analysis in compliance with laws and regulations;

identifying clinical and non-clinical needs of the client and determining a value score of services to address the clinical and non-clinical client needs;

making a recommendation of course of action and needed services according to the clinical and non-clinical client needs;

determining and displaying available programs and services providers able to deliver the needed services;

making a referral recommendation to an available program or service according to the clinical and non-clinical client needs;

presenting and displaying notification and/or information of the referral recommendation;

calendaring appointments for the recommend program or service; and

monitoring and reporting on progress and outcome of service delivery to the client.

9. The method of claim 8 , wherein receiving and storing data comprises receiving and storing clinical data are selected from at least one member of the group consisting of: vital signs and other physiological data; data associated with physical exams by a physician, nurse, or allied health professional; medical history; allergy and adverse medical reactions; family medical information; prior surgical information; emergency room records; medication administration records; culture results; dictated clinical notes and records; gynecological and obstetric information; mental status examination; vaccination records; radiological imaging exams; invasive visualization procedures; psychiatric treatment information; prior histological specimens; laboratory data; genetic information; physician's and nurses' notes; networked devices and monitors; pharmaceutical and supplement intake information; and focused genotype testing.

10. The method of claim 8 , wherein receiving and storing data comprises receiving and storing non-clinical data are selected from at least one member of the group consisting of: social, behavioral, lifestyle, and economic data; type and nature of employment data; job history data; medical insurance information; hospital utilization patterns; exercise information; addictive substance use data; occupational chemical exposure records; frequency of physician or health system contact logs; location and frequency of habitation change data; predictive screening health questionnaires; personality tests; census and demographic data; neighborhood environment data; dietary data; participation in food, housing, and utilities assistance registries; gender; marital status; education data; proximity and number of family or care-giving assistant data; address data; housing status data; social media data; educational level data; and data entered by clients.

11. The method of claim 8 , wherein presenting a questionnaire form comprises presenting an intake form.

12. The method of claim 8 , wherein presenting a questionnaire form comprises presenting a client assessment form.

13. The method of claim 8 , wherein identifying needs of the client and determining a value score of services comprises using artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

14. The method of claim 8 , wherein identifying needs of the client and determining a value score of services comprises considering a client's health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.

15. A client management method comprising:

displaying a list of clients enrolled in a social program;

displaying an appointment calendar showing scheduled appointments in the social program for the clients;

querying for, receiving, and organizing consent and permission for data collection and analysis from the clients;

displaying an intake questionnaire form including a plurality of questions, and receiving answers related to a client in response to the plurality of questions in the questionnaire;

storing the answers in a structured database;

displaying the answers related to the client in an organized manner;

accessing clinical and non-clinical data associated with the client;

identifying needs of the client and determining a value score of services to address the client needs based on the clinical and non-clinical data and the answers to the questions;

making a recommendation of course of action and needed services according to the client needs;

querying a database, determining and displaying recommended programs and services providers able to deliver the needed services;

making a referral to the recommended program or service according to the client needs;

scheduling the recommended program or service for the client;

calendaring appointments for scheduled services associated with the recommend program or services; and

generating an outcome report associated with the scheduled program or services.

16. The method of claim 15 , further comprising:

presenting and displaying notification and/or information of the recommendation; and

monitoring progress of service delivery to the client.

17. The method of claim 15 , further comprising displaying an assessment questionnaire form including a plurality of questions, and receiving answers related to a client in response to the plurality of questions in the assessment questionnaire.

18. The method of claim 15 , further comprising displaying data associated with clients enrolled in a particular program.

19. The method of claim 15 , wherein identifying needs of the client and determining a value score of services comprises using artificial intelligence to quantify a degree of difficulty associated with a program recommended for a client and determine a relative value unit score.

20. The method of claim 15 , wherein identifying needs of the client and determining a value score of services comprises considering a client's health conditions and social and environmental factors to quantify a degree of difficulty associated with services needed by a client and determine a relative value unit score.

Continuity (3)
Continuation In Part 14682836 · Apr 9, 2015
Provisional Application 62025063 · Jul 16, 2014
Related Publication 20160019666A1 · Jan 21, 2016
Cited By (5)
US 12,198,814 US 12,374,236 US 12,444,196 US 12,502,465 US 12,527,526