Edited / New App Features Design Doc PATIENTS WE SHARE Social Workflow App
09/01/2015 1 Presented by HEALTHCAREFX
Table of Contents Healthcare Provider: Forgot Account
4
Healthcare Provider: Forgot Password
6
Healthcare Provider: Password Reset Confirmation
8
Healthcare Provider Home Screen: My Notifications
9
Healthcare Provider: My Notifications Page
10
Healthcare Provider: My Notifications: Healthcare Provider Requests
11
Healthcare Provider Details Selected
12
Healthcare Provider: My Notifications: Patient Network Requests
13
Healthcare Provider: My Notifications: My Patient Cases Expanded
14
Healthcare Provider: My Notifications: Incoming
15
Healthcare Provider: My Notifications: Outgoing
16
Healthcare Provider: Homescreen: Detail Notifications
17
Healthcare Provider: Case Details Selected
19
Healthcare Provider: View Provider Request Details
20
Healthcare Provider: Case Details: Notes to Providers 21 Healthcare Providers: My Cases
22
Healthcare Provider: Home Screen Features: My Patients
25
Healthcare Provider: My Network of Providers
28
Healthcare Provider: My Cases
31
Heathcare Provider: Case Information Management Drawer Healthcare Provider: Create Case Screen: Add Note Healthcare Provider: Create Case Screen: Add Alerts
PATIENTS WE SHARE Social Workflow App
32 34 37
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Table of Contents Continued Patient: Login Screen
40
Patient: Home Screen Features
46
Patient: Sidebar Menu Drawer
47
Patient: My Appointments
48
Patient: My Docs
50
Patients: My Docs Provider Submenu
51
Patient: My Healthcare Provider List
52
Patient: My Docs Requests
53
Patient: Case Home Screen: My Profile
56
Patient Case Home Screen: My Meds
58
Settings
62
PATIENTS WE SHARE Social Workflow App
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Heathcare Provider: Forgot Account Patients We Share
If the healthcare provider types in the wrong password, they can click the ‘Forgot Password’ link which will prompt them to a pop up where they can reset their password.
I’m a Healthcare Provider danchambers@methodist.com
**************
The email address will change to red, annotating an error. The user can then try again, or select the ‘Forgot Password’ link
* It seems that you have entered the wrong account, please try again.
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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4
Patients We Share
Heathcare Provider: Forgot Account Pop Up If the healthcare provider types in the wrong account, they will be prompted to type their information again.
The account name you entered is invalid or does I’m a Healthcare Provider not exist. Username TRY Password AGAIN
The healthcare provider can enter their details after selecting ‘TRY AGAIN’
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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5
Heathcare Provider: Forgot Password Patients We Share
If the healthcare provider types in the wrong password, they can click the ‘Forgot Password’ link and they will be prompted to a pop up to reset their password.
I’m a Healthcare Provider drsamuels@methodist.com
************** * It seems that you have entered the wrong password, please try again.
The password will change to red, annotating an error.
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
If the healthcare provider clicks the ‘Forgot Password’ link, they will be prompted to a pop up screen to reset their password.
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Patients We Share Forgot your password? Enter your email address below and we’ll send you I’m Healthcare Provider yourapassword reset instructions. Email Address
Heathcare Provider: Forgot Password Pop Up If the healthcare provider types in the wrong password, they can click the ‘Forgot Password’ link and they will be prompted to a pop up to reset their password.
Username Password
SEND LOGIN
Upon entering their email, the healthcare provider will be able to reset their password
After selecting ‘SEND’ the healthcare provider will receive an email with password reset instructions.
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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Patients We Share Thank you! An email has beenI’msent with password a Healthcare Provider reset instructions. Depending onUsername email settings Check your junk/spam folders.
Password
Heathcare Provider: Password Reset Confirmation A pop up will appear confirming that the healthcare provider will receive an email with password reset instructions.
A disclaimer states the reset email may be in their junk/ spam folder
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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8
Heathcare Provider: Home Screen: Notifications MY CASES
NOTIFICATIONS
44
When the healthcare provider selects ‘NOTIFICATIONS’ on the workflow menu the healthcare provider will be sent to a page that has Patient Case Studies & Referrals.
Dr. Terri-Ann Samuels
FRIDAY OCTOBER 24 14:06
MY PATIENTS
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
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MY NOTIFICATIONS
Search by Patient or Provider name
Heathcare Provider: My Notifications Page
HEALTHCARE PROVIDER REQUESTS
2
+
Toggle to view healthcare provider network requests
PATIENT REQUESTS
3
+
Toggle to view patient network requests
CASE UPDATES
12
+
Toggle to view patient case studies
INCOMING REFERRALS
32
+
This alerts the healthcare provider of 32 referrals
OUTGOING REFERRALS
32
+
Incoming referrals means the healthcare provider is referring them Outgoing referrals the healthcare provider is asking for a referral
PATIENTS WE SHARE Social Workflow App
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MY NOTIFICATIONS
Search by Patient or Provider name
Heathcare Provider: My Notifications: Healthcare Provider Requests HEALTHCARE PROVIDER REQUESTS
MY NOTIFICATIONS
HEALTHCARE PROVIDER REQUESTS
2
+
DETAILS
ACCEPT
DETAILS
This alerts shows that the healthcare provider has 2 requests.
Dr. Dan Adams, MD Pulmonology
ACCEPT
DETAILS
Dr. Dan Chambers, MD Cardiology
DETAILS
ACCEPT
REJECT
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
32
+
PATIENTS WE SHARE Social Workflow App
REJECT
Dr. Dan Chambers, MD Cardiology
Healthcare providers can view details, accept or reject a request
REJECT
+
Dr. Dan Adams, MD Pulmonology
Search by Patient or Provider name
Toggle to view provider requests
2
ACCEPT
REJECT
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
32
+
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Cardiologist 30 Years Of Experience
Heathcare Provider: Details Selected FIRST NAME
Dan
LAST NAME
HEALTH CARE PROVIDER DETAILS
Chambers
LICENSE TYPE
Cardiologist – MD Board Certified SPECIALTY
Cardiology Pulmonologist
Dr. Dan Chambers Cardiologist 30 Years Of Experience
OFFICE ADDRESS
The user can add a healthcare provider to their network
SelectFannin St, 6411 Houston, TX 77030 HOURS
Open 24 hours
FIRST NAME
Dan LAST NAME
Chambers
PHONE NUMBER
The user can view all the healthcare professionals details
855 472 7316
LICENSE TYPE
Cardiologist – MD Board Certified SPECIALTY
Cardiology Pulmonologist
OFFICE ADDRESS
6400 Fannin St #1500 Houston, TX 77002 HOURS
Open 7:00 a.m. to 8:00 p.m. PHONE NUMBER
OFFICE ADDRESS
855 477 7916
SelectFannin 6411
St, Houston, TX 77030 NETWORK
HOURS
Open 24 hours PHONE NUMBER PATIENTS WE SHARE Social Workflow App
855 472 7316
Kelsey Seybold TYPE OF INSURANCE ACCEPTED
Blue Cross Shield Presented byBlue HEALTHCAREFX Aetna
12
MY NOTIFICATIONS
Heathcare Provider: My Notifications: Patient Network Requests Search by Patient or Provider name
MY NOTIFICATIONS
Search by Patient or Provider name
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
Stephanie Brown Houston, TX
Toggle to view patient case studies
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
Stephanie Brown Houston, TX
Ashley Allison Tampa, FL
Jared Daniels San Fransisco, CA
ACCEPT
ACCEPT
ACCEPT
IGNORE
IGNORE
Healthcare providers can add patients to their network.
IGNORE
Ashley Allison ACCEPTdetails, IGNORE * Do the Healthcare Providers need more and if Tampa, FL so, what?
Jared Daniels San Fransisco, CA
ACCEPT
IGNORE
CASE UPDATES
12
+
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
32
+
IGNORE
CASE UPDATES
12
+
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
32
+
PATIENTS WE SHARE Social Workflow App
This alerts shows that the healthcare provider has 3 patient network requests.
ACCEPT
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Search by Referral Name or Case Appointment
HEALTHCARE PROVIDER REQUESTS
The user can swipe to hide the notifications
PATIENT REQUESTS
3
CASE UPDATES
12
+
Joy Thomas
SURGERY CLEARANCE Stage 4 Liver Cancer Timeline | 8 Weeks
Search by Referral Name or Case Appointment
This case study shows the case details of Joy Thomas
+
Heathcare Provider: My Notifications: My Patient Cases Expanded
MY NOTIFICATIONS
Back to home
2
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
CASE UPDATES
12
Toggle to view patient case updates
Joy Thomas saw Dr. Dan Adams for bloodwork samples on 8/12/15
2 Days
Joy Thomas saw Dr. Josh Heart for testing 8/09/14
3 wks
Joy Thomas saw Dr. Dan Chambers for Pre-Op instructions on 7/25/12
4 wks
Joy Thomas did not see Dr. Chambers as directed
Joy Thomas SURGERY CLEARANCE Stage 4 Liver Cancer Timeline | 8 Weeks Joy Thomas saw Dr. Dan Adams for bloodwork samples on 8/12/15
2 Days
Joy Thomas saw Dr. Josh Heart for testing 8/09/14
3 wks
Joy Thomas saw Dr. Dan Chambers for Pre-Op instructions on 7/25/12
4 wks
Joy Thomas did not see Dr. Chambers as directed
A warning icon appears when a appointment or to-do is not completed or missed.
PRE-OP APPOINTMENT Liver Failure Timeline | 5 Weeks Ashley Allison saw Dr. Dan Adams for CT scan on 8/12/15
3 wks
Ashley Allison saw Dr. Dan Adams for bloodwork on 8/12/15
4 wks
Ashley Allison saw Dr. Dan Adams for a
Ashley Allison did not see Dr. Chambers
Ashley Allison PRE-OP APPOINTMENT Liver Failure Timeline | 5 Weeks Ashley Allison saw Dr. Dan Adams for CT scan on 8/12/15
3 wks
Ashley Allison saw Dr. Dan Adams for bloodwork on 8/12/15
4 wks
Ashley Allison saw Dr. Dan Adams for a colonoscopy on 8/13/14
5 wks
Ashley Allison did not see Dr. Chambers as directed
Ashley Allison
on 8/13/14 PATIENTS WE SHARE colonoscopy Social Workflow App
The time elapsed displays when a case happens
5 wks
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
32
+
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CASE UPDATES
12
INCOMING REFERRALS
32
Requests you for Surgery Clearance
+
Stage 1 Liver Cancer Timeline | 4 Weeks
4 wks ago
Healthcare Providers: My Notifications: Incoming Referrals Expanded
Dr. Ashton Brooks, MD Requests you for Blood Testing
MY NOTIFICATIONS
Back to home
DETAILS
ACCEPT
Needs Response Liver Failure
Search by Referral Name or Case Appointment
4 wks ago
Dr. Dan Adams, MD Requests you for MRI/CT Scans
Timeline | 3 Weeks
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
INCOMING REFERRALS
32
DETAILS
ACCEPT
REJECT
Minor Heart Attack Timeline | 2 Weeks
2 wks ago
Dr. Dan Chambers, MD Requests you for Surgery Clearance
4 wks ago
Dr. Ashton Brooks, MD Requests you for Blood Testing
DETAILS
6 wks ago
Liver Failure
DETAILS
ACCEPT
REJECT
Dr. Tina Epidermis Requests you for Skin Biopsy
Needs Response
Under referrals, the user has the ability to view details, accept, or reject the case
ACCEPT
Stage 1 Liver Cancer Timeline | 4 Weeks
DETAILS
Timeline | 3 Weeks
REJECT
ACCEPT
REJECT
Accepted Skin Cancer
REJECT
Timeline | 2 Weeks
4 wks ago
Dr. Dan Adams, MD Requests you for MRI/CT Scans 2 wks ago
Dr. Dan Chambers, MD Requests you for Surgery Clearance
DETAILS
ACCEPT
REJECT
Minor Heart Attack Timeline | 2 Weeks
OUTGOING REFERRALS
32
+
Stage 1 Liver Cancer Timeline | 4 Weeks
PATIENTS WE SHARE Social Workflow App
DETAILS
ACCEPT
REJECT
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MY NOTIFICATIONS
Back to home
Search by Referral Name or Case Appointment
HEALTHCARE PROVIDER REQUESTS
2
+
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
Healthcare Providers: My Notifications: Outgoing Referrals Expanded
INCOMING REFERRALS
32
OUTGOING REFERRALS
32
+
You Requested Dr. Yasmine Sedky, MD For Patient Joy Thomas For Surgery Clearance Stage 1 Liver Cancer
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
INCOMING REFERRALS
32
+
OUTGOING REFERRALS
The user can flag the request to ‘need a response’, label ‘unavailable’, or accept the request.
You Requested Dr. Yasmine Sedky, MD For Patient Joy Thomas For Surgery Clearance
32
Timeline | 4 Weeks Needs Response
You Requested Dr. Dan Chambers, MD For Patient Ashley Allison For Additional Blood Tests Stage 3 Colon Cancer Timeline | 4 Weeks Unavailable
Stage 1 Liver Cancer Timeline | 4 Weeks Needs Response
You Requested Dr. Dan Chambers, MD For Patient Ashley Allison For Additional Blood Tests
You Requested Dr. Ashton Brooks, MD For Patient Stephanie Brown For Additional Blood Tests Stage 1 Breast Cancer Timeline | 4 Weeks Accepted
Stage 3 Colon Cancer Timeline | 4 Weeks Unavailable
PATIENTS WE SHARE Social Workflow App
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Heathcare Provider: Home Screen: Details MY CASES
NOTIFICATIONS
44
Dr. Terri-Ann Samuels
FRIDAY OCTOBER 24 14:06
MY PATIENTS
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
+49
Presented by HEALTHCAREFX
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MY NOTIFICATIONS
Back to home
Search by Referral Name or Case Appointment
HEALTHCARE PROVIDER REQUESTS
2
+
PATIENT REQUESTS
3
+
CASE UPDATES
12
+
INCOMING REFERRALS
32
Healthcare Providers: My Notifications: Incoming Referrals Expanded: Case Details Selected
4 wks ago
Dr. Ashton Brooks, MD Requests you for Blood Testing Needs Response Liver Failure Timeline | 3 Weeks
DETAILS
ACCEPT
REJECT
When the healthcare provider clicks on ‘DETAILS’ the user will get to view the case patient details.
2 wks ago
Dr. Dan Chambers, MD Requests you for Surgery Clearance Stage 1 Liver Cancer Timeline | 4 Weeks
PATIENTS WE SHARE Social Workflow App
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CASE DETAILS
Healthcare Providers: Case Details Selected
W1
JOY THOMAS W2
SURGERY CLEARANCE STAGE 1 LIVER CANCER...
4 WEEKS
W3
NOTES
PATIENTS WE SHARE Social Workflow App
Healthcare providers can visually see where they are requested on a given timeline. Selecting this icon on the timeline will lead the user to view provider request details.
This allows the healthcare provider to view notes on a case.
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REQUEST DETAILS Referral Information
Week 2
Appointment Type
Healthcare Providers: View Provider Request Details
Surgery Clearance Needs from Referred Healthcare Provider
Check vitals for surgery clearance and please send all information to my office.
PATIENTS WE SHARE Social Workflow App
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Goes back to case details
NOTES
To: Healthcare Provider Please check the patients CT scan for any abnormalities.
PATIENTS WE SHARE Social Workflow App
Healthcare Providers: Case Details: Notes to Provider The requested health care provider can review any notes the referring doctor has made.
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Healthcare Providers: My Cases When the user selects “MY CASES” on the workflow menu the healthcare provider will have the option to view cases or create new ones. MY CASES
NOTIFICATIONS
44
Dr. Terri-Ann Samuels
FRIDAY OCTOBER 24 14:06
MY PATIENTS
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
+49
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Heatlhcare Provider: My Cases Sub Menu View Existing Cases
VIEW CASES 2
Return to Home Screen
BACK
CREATE CASE
ARCHIVED CASES
PATIENTS WE SHARE Social Workflow App
Annotations showing the number of existing (incoming and outgoing) cases with alerts appear on the “VIEW CASE” button. When the user selects “CREATE CASE” on the workflow menu a new case template will populate.
Create New Case
View Archived Cases
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MY CASES
Search by Patient Name or D.O.B.
Healthcare Provider: My Cases Selected ADD CASE
FIRST NAME
Return to View Cases Screen The healthcare provider can search by Patient name or date of birth.
MY CASES
|
LAST NAME
A
Ashley Allison
Search by Patient Name or D.O.B.
ADD CASE FIRST NAME
|
LAST NAME
The healthcare provider may add a case from this tool bar.
Cases will be listed bySurgery patient name. VIEW Clearance D.O.B: 02/02/1976 there CASE * What does it look like whenever are several cases Patient since: 2012 for the same patient? B
Stephanie Brown Pre-Op D.O.B: 02/02/1970 Patient since: 2014
A
Ashley Allison Surgery Clearance D.O.B: 02/02/1976 Patient since: 2012
VIEW CASE
C
Rene Chu
B
Stephanie Brown Pre-Op D.O.B: 02/02/1970 Patient since: 2014
The healthcare provider may view their existing cases.
VIEW CASE
VIEW CASE
The healthcare provider can quick search by letter as they scroll.
Operation Date 8/14/15 D.O.B: 02/02/1971 Patient since: 2015
VIEW CASE
D
Jared Daniels Review MRI results D.O.B: 02/02/1971 Patient since: 2010
C
VIEW CASE
Rene Chu Operation Date 8/14/15 D.O.B: 02/02/1971 Patient since: 2015
VIEW CASE
E
Tony Ellis Pre-Op D.O.B: 02/02/1982 Patient since: 2010
D
VIEW CASE
Jared Daniels Review MRI results D.O.B: 02/02/1971 Patient since: 2010
VIEW CASE
F
Robbie Flack D.O.B: 02/02/1980 Patient since: 2009
E
VIEW CASE
Tony Ellis Pre-Op D.O.B: 02/02/1982 Patient since: 2010
PATIENTS WE SHARE Social Workflow App
VIEW CASE
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Search Button
Sidebar Menu Drawer
MY CASES
NOTIFICATIONS
Healthcare Providers: My Patients
My Cases Button
44
New Notification
Dr. Terri-Ann Samuels
FRIDAY OCTOBER 24 14:06 My Patients Button MY PATIENTS
My Patients Network
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
+49
My Healthcare Providers Network
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Goes back to Home Screen
Healthcare Providers: My Patients
MY PATIENTS
Search By D.O.B Or Patient Name
The user can sort results by first name or last name.
ADD PATIENTS FIRST NAME
|
LAST NAME
A
A B C
Ashley Allison D.O.B: 02/02/1976 Patient since: 2012
D
DETAILS
SHARE
E F G H I
B
J K
The Healthcare Provider can either view patient details or share patient information
L
The user can view the patient’s name, birth date, and how long they have been a patient. They can also view more details by clicking on the patient’s picture, or full details.
Stephanie Brown D.O.B: 02/02/1970 Patient since: 2014
M
DETAILS
SHARE
N O P Q R
C
S T U
Rene Chu D.O.B: 02/02/1971 Patient since: 2015
DETAILS
SHARE
V X Y Z
D
Jared Daniels D.O.B: 02/02/1971 Patient since: 2010
DETAILS
SHARE
DETAILS
SHARE
E
Tony Ellis D.O.B: 02/02/1982 Patient since: 2010
PATIENTS WE SHARE Social Workflow App F
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Goes back to ‘My Patients List’
MY PATIENTS
Healthcare Provider: My Patients’ Details MY PATIENTS
When the user selects the patient, the patient details will pop up.
Ashley Allison
Ashley Allison
02/02/1976 Patient Since 2013
The healthcare provider can call, send an email, share details, and will be grayed out if info or contact is unavailable.
02/02/1976 Patient Since 2013
TYPE OF INSURANCE
Blue Cross Blue Shield
TYPE OF INSURANCE
Blue Cross Blue Shield
PHONE NUMBER
855 456 7316 EMAIL
ashleyallison@gmail.com
PHONE NUMBER
855 456 7316 EMAIL
ashleyallison@gmail.com
PREFERRED COMMUNICATION
Email, Phone
PATIENTS WE SHARE Social Workflow App
PREFERRED COMMUNICATION
Email, Phone
Presented by HEALTHCAREFX
27
Healthcare Provider: My Network of Providers MY CASES
NOTIFICATIONS
44
Dr. Terri-Ann Samuels
When the healthcare provider selects “PROVIDERS” on the workflow menu the healthcare provider will see all the providers that are in the network.
FRIDAY OCTOBER 24 14:06
MY PATIENTS
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
+49
Presented by HEALTHCAREFX
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MY NETWORK OF PROVIDERS
FIRST NAME
|
LAST NAME
In the list of network providers, the healthcare provider may view more details or share another healthcare provider that is in their network.
FILTER BY SPECIALTY A
Healthcare Provider: My Network of Providers List
A B C
Dr. Dan Adams San Diego
D
DETAILS
SHARE
E F G H
B
I J K
Dr. Ashton Brooks Tampa, FL
L
DETAILS
SHARE
M N O P
C
Q R S
Dr. Dan Chambers, MD Houston, TX
DETAILS
SHARE
T U V X Y
D
Z
Dr. Angel Dooney Miami, FL
DETAILS
SHARE
DETAILS
SHARE
E
Dr. Tina Epidermis Lubbock, TX
PATIENTS WE SHAREF Social Workflow App
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FIRST NAME
Dan LAST NAME
Chambers
Healthcare Provider: My Network of Providers Info Details
Dr. Dan Chambers Cardiologist Pulmonologist
LICENSE TYPE
Cardiologist – MD Board Certified
SPECIALTY
MY NETWORK OF PROVIDERS
Cardiology Pulmonologist
FIRST NAME
Dan Chambers
SelectFannin St, 6411 Houston, TX 77030
LICENSE TYPE
HOURS
Cardiologist – MD
Open 24 hours
Board Certified
PHONE NUMBER
LAST NAME
Dr. Dan Chambers Cardiologist Pulmonologist
SPECIALTY
Cardiology Pulmonologist OFFICE ADDRESS
FIRST NAME
Dan LAST NAME
SelectFannin St, 6411 Houston, TX 77030
Open 24 hours
LICENSE TYPE
PHONE NUMBER
Cardiology Pulmonologist
OFFICE ADDRESS
6400 Fannin St #1500 Houston, TX 77002 HOURS
Open 7:00 a.m. to 8:00 p.m. PHONE NUMBER
855 477 7916
855 472 7316
Board Certified SPECIALTY
855 472 7316
HOURS
Chambers Cardiologist – MD
OFFICE ADDRESS
NETWORK
Kelsey Seybold OFFICE ADDRESS
6400 Fannin St #1500 Houston, TX 77002
TYPE OF INSURANCE ACCEPTED
Blue Cross Blue Shield Aetna
HOURS
OFFICE ADDRESS
Open 7:00 a.m. to 8:00 p.m.
St, Houston, TX 77030
PHONE NUMBER
SelectFannin 6411
PATIENTS WE SHARE Social Workflow App HOURS
855 477 7916
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Healthcare Providers: My Cases When the user selects “MY CASES” on the workflow menu the healthcare provider will have the option to view cases or create new ones. MY CASES
NOTIFICATIONS
44
Dr. Terri-Ann Samuels
FRIDAY OCTOBER 24 14:06
MY PATIENTS
PROVIDERS
+1
PATIENTS WE SHARE Social Workflow App
+49
Presented by HEALTHCAREFX
31
Healthcare Provider: Case Information Management Drawer
CASES W1
When the healthcare provider opens the ‘case information management drawer’ they can see the patient info, case info, delete a case, or save a case.
PATIENT NAME W2
CASE TYPE MEDICAL CONDITION OVERVIEW
TIMELINE
W3
Drag and drop onto workflow timeline
ADD PROVIDER
PATIENT INFO
ADD ALERTS
CASE INFO
ADD NOTES
DELETE CASE
SAVE CASE
Delete Case
PATIENTS WE SHARE Social Workflow App
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Healthcare Provider: Delete Case Pop Up When the healthcare provider selects “DELETE CASE” from the ‘case information management drawer’ a pop-up will alert the healthcare provider.
W1
JOY THOMAS W2
AreSURGERY you sure you want to CLEARANCE STAGE 1 LIVER delete thisCANCER... case? 4 WEEKS
The healthcare provider must type ‘DELETE’ to confirm.
Type DELETE to Confirm
W3
DELETE CASE
Drag and drop onto workflow timeline
ADD NOTIFICATIONS
ADD PROVIDER
PATIENT INFO
CASE INFO
DELETE CASE
PATIENTS WE SHARE Social Workflow App
After the user types in ‘DELETE’, the case will be permanently deleted.
ADD NOTES
SAVE CASE
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Healthcare Provider: Create Case Screen: Add Notes
CASES
W1
PATIENT NAME W2
CASE TYPE MEDICAL CONDITION OVERVIEW
TIMELINE
W3
Drag and drop onto workflow timeline
ADD PROVIDER
ADD ALERTS
ADD NOTES
PATIENTS WE SHARE Social Workflow App
Select to add a note to a Provider
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NOTE TO PROVIDER
To:
Select Provider(s)
Please check the patients CT scan for any abnormalities.
The healthcare provider may select more than one provider to send the notes to.
Healthcare Provider: Create Case Add Note To Provider(s) Selected
The healthcare provider can type out his notes and send to other healthcare providers in their networks. SEND
When the Provider selects send, the notes will be sent to all respective checked providers.
PATIENTS WE SHARE Social Workflow App
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NOTE TO PROVIDER
To:
Select Provider(s) Dr. Dan Adams Dr. Ashton Brooks Select All
The healthcare provider has the ability to select ‘all providers’, as well as ‘individual providers.’
Healthcare Provider: Create Case Add Note To Provider(s) Selected
Please check the patients CT scan for any abnormalities.
SEND
PATIENTS WE SHARE Social Workflow App
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Healthcare Provider: Create Case Screen: Add Alert(s)
CASES
W1
PATIENT NAME W2
CASE TYPE MEDICAL CONDITION OVERVIEW
TIMELINE
W3
Drag and drop onto workflow timeline
ADD PROVIDER
ADD ALERTS
ADD NOTES
PATIENTS WE SHARE Social Workflow App
Select to add/ send an alert to a patient
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Healthcare Provider: Create Case Add New Alert To Patient Selected
NEW ALERT TO PATIENT
To: Joy Thomas Do not eat or drink for 24 Hours before scheduled surgery.
Select to send the alert to the patient
SEND
DELETE
PATIENTS WE SHARE Social Workflow App
Select to delete the alert to the patient
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CREATE NEW NOTIFICATIONS
To: Joy Thomas Do not eat or drink for 24 Hours before scheduled surgery.
Add New Alert Pop Up A pop up will appear asking the healthcare provider if they’re sure they want to send the note to the patient (Joy Thomas)
Are you sure you want to send to patient: Joy Thomas? SEND
Type SEND to Confirm
SEND
DELETE
PATIENTS WE SHARE Social Workflow App
The healthcare provider has to type SEND to confirm the action. Upon selecting the ‘SEND’ button, the note will be sent to the patient (Joy Thomas). Upon selecting the ‘DELETE’ button, the note will be deleted.
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39
Patients: Login Screen Patients We Share Patient Selected
I’m a Patient Username Password
Login Button
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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40
Patients: Forgot Account If the patient types in the wrong account, they will be prompted with an error that the account is incorrect.
Patients We Share I’m a Patient stephaniebrown@gmail.com
**************
The account will change to red, annotating an error.
* It seems that you have entered the wrong account, please try again.
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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41
Patients: Forgot Account Pop Up Patients We Share
If the healthcare provider types in the wrong password, they can click the ‘Forgot Password’ link and they will be prompted to a pop up to reset their password.
The account name is invalid or does not exist. I’m a Healthcare Provider Username TRY Password AGAIN
The user may try again to enter their information, and will be sent back to the login screen. LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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42
Patients: Forgot Password Patients We Share I’m a Patient stephaniebrown@gmail.com
************** * It seems that you have entered the wrong password, please try again.
The red stars are annotate that the patient has entered the wrong password.
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
If the patient clicks the ‘Forgot Password’ link, they will be prompted to a pop up screen to reset their password.
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43
Patients: Forgot Password Pop Up Patients We Share Forgot your password? Enter your email address below and we’ll send you I’m Healthcare Provider yourapassword reset instructions. Email Address
Username Password SEND LOGIN
The patient can enter their email address to reset their password. After selecting ‘SEND’ the patient will receive an email with password reset instructions.
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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44
Patients: Password Reset Options Patients We Share
A pop up will appear confirming that the healthcare provider will receive an email with password reset instructions.
Thank you! An email has been sent with password I’m a Healthcare Provider reset instructions. Depending onUsername email settings Check your junk/spam folders.
Password
A disclaimer states the reset email may be in their junk/ spam folder
LOGIN
Fogot Password? New user? Register Now.
PATIENTS WE SHARE Social Workflow App
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45
Home Screen Features: Patients
Sidebar Menu Drawer
MY APPTS
MY DOCS
4
1
Welcome, Joy Thomas
FRIDAY OCTOBER 24 2:06 p.m.
MY PROFILE
MY MEDS
PATIENTS WE SHARE Social Workflow App
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46
Search Button
Close Sidebar Menu Drawer Joy Thomas Houston, Texas
EDIT PROFILE
CASES
HOME
Links to My Appointments
MY APPOINTMENTS
Settings Button
Edit Profile Button
ALERTS
Links to Home Screen
Links to My Doctors
10
FRIDAY
4
New Appointment Notification
1
Healthcare Provider Network Request Notification
OCTOBER 24
MY DOCTORS
14:06
NOTIFICATIONS
SETTINGS
PATIENTS
ON
OFF
CLINICIANS
+1
Logout Button
Patients: Sidebar Menu Drawer
+49
Push Notifications On/Off and 2 Sync Calendar Option
LOGOUT
PATIENTS WE SHARE Social Workflow App
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47
Patients: My Appointments MY APPTS
MY DOCS
4
1
Welcome, Joy Thomas
FRIDAY OCTOBER 24 2:06 p.m.
MY PROFILE
MY MEDS
PATIENTS WE SHARE Social Workflow App
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48
MY APPOINTMENTS 12/02/2014 Dr. Chambers
When the user selects “MY APPTS” on the workflow menu their Cases will populate.
12/10/2014 Dr. Samuels
Urogynecologist 4
Search
Patients: Appointment Screen
Urogynecologist 4
01/20/2015 Dr. Nose
Rheumatologist 2
BACK
Return to Home Screen
02/04/2015 Dr. Epidermis Dermatologist
1
Appointment Case files are displayed by the Healthcare Provider who initiated the time line with the date, Name of the Provider, Specialty and Number of appointments needed. RED - URGENT YELLOW - UPCOMING
03/05/2015 Dr. Heart
This is a carousel of 05/25/2015 appointments that has the ability toDr. Brooks expand & grow.Cardiologist
Cardiologist
1
1
PATIENTS WE SHARE Social Workflow App
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49
Patients: Homescreen My Docs When the patient selects “MY DOCS” on the workflow menu, it will take them to their list of healthcare providers. MY APPTS
MY DOCS
4
1
Welcome, Joy Thomas
FRIDAY OCTOBER 24 2:06 p.m.
MY PROFILE
MY MEDS
PATIENTS WE SHARE Social Workflow App
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50
Patient: My Docs Provider Sub Menu
MY PROVIDER
MY DOCS
Patients can view their Healthcare Provider List from this menu
BACK
MY DOCS REQUESTS 2
PATIENTS WE SHARE Social Workflow App
Patients can view their provider requests. From there they can view further details, accept or ignore the requests
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51
Patient: My Healthcare Provider List MY HEALTH CARE PROVIDER
MY HEALTH CARE PROVIDER
Search by Provider Name or Specialty
When the healthcare provider toggles this menu bar, they can sort results by first name or last name.
Search by Provider Name or Specialty
FILTER BY SPECIALTY
FIRST NAME
|
FIRST NAME
|
LAST NAME
LAST NAME
Dr. Dan Adams
The patient can view the healthcare provider’s name, and specialty. They can also view more details by clicking on the healthcare providers picture.
Patients can filter by specialty
FILTER BY SPECIALTY
DETAILS
Pulmonologist
SHARE
Healthcare providers can toggle between first and last name
Dr. Dan Adams Pulmonologist
Dr. Ashton Brooks Ear, Nose, & Throat
Dr. Ashton Brooks
DETAILS
Ear, Nose, & Throat
SHARE
Cardiology
Cardiology
DETAILS
SHARE
Chiropractic
Chiropractic
DETAILS
DETAILS
SHARE
DETAILS
SHARE
DETAILS
SHARE
DETAILS
SHARE
DETAILS
SHARE
Patients can share information Dr. Angel Dooney
Dr. Angel Dooney
SHARE
Patients can view more details on the healthcare provider Dr. Dan Chambers, MD
Dr. Dan Chambers, MD
DETAILS
SHARE
Dr. Tina Epidermis Dermotology
Dr. Tina Epidermis Dermotology
DETAILS
SHARE
Dr. Amanda Fronak Optomologist
Dr. Amanda Fronak Optomologist
DETAILS
PATIENTS WE SHARE Social Workflow App
SHARE
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Patient: My Docs Provider Sub Menu
MY PROVIDER
MY DOCS
Patients can view their Healthcare Provider List from this menu
BACK
MY DOCS REQUESTS 2
PATIENTS WE SHARE Social Workflow App
Patients can view their provider requests. From there they can view further details, accept or ignore the requests
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Patient: My Docs Provider Sub Menu
MY HEALTH CARE PROVIDER REQUESTS
Search by Name or Specialty
Dr. Dan Adams Pulmonology
DETAILS
ACCEPT
Patients can view their Healthcare Provider’s name and specialty
IGNORE
Dr. Dan Chambers Cardiology
DETAILS
ACCEPT
IGNORE
Patients can view their provider details, and accept or ignore the requests.
Dr. Ashton Brooks Ear, Nose, & Throat
DETAILS
ACCEPT
PATIENTS WE SHARE Social Workflow App
IGNORE
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FIRST NAME
Dan
Dr. Dan Chambers Cardiologist Pulmonologist
LAST NAME
Chambers LICENSE TYPE
Patients: My Docs: Details Selected Cardiologist – MD Board Certified
MY HEALTH CARE PROVIDER
SPECIALTY
FIRST NAME
Dan LAST NAME
Chambers LICENSE TYPE
Cardiologist – MD The patient can view the healthcare provider’s name and specialty.
The patient can call or email their healthcare provider from these icons. The patient can also share a healthcare provider through email / text.
Dr. Dan Chambers Cardiologist Pulmonologist
Board Certified SPECIALTY
Cardiology Pulmonologist OFFICE ADDRESS
SelectFannin 6411
St, Houston, TX 77030 FIRST NAME
Dan LAST NAME
Chambers LICENSE TYPE
HOURS
Open 24 hours PHONE NUMBER
855 472 7316
Cardiology Pulmonologist
OFFICE ADDRESS
SelectFannin St, 6411 Houston, TX 77030 HOURS
Open 24 hours PHONE NUMBER
855 472 7316
OFFICE ADDRESS
6400 Fannin St #1500 Houston, TX 77002 HOURS
Open 7:00 a.m. to 8:00 p.m. PHONE NUMBER
855 477 7916
Cardiologist – MD Board Certified
OFFICE ADDRESS
NETWORK
6400 Fannin St #1500 Houston, TX 77002
Kelsey Seybold
SPECIALTY
TYPE OF INSURANCE ACCEPTED
HOURS
Blue Cross Blue Shield
Open 7:00 a.m. to 8:00 p.m.
Aetna
Cardiology Pulmonologist OFFICE ADDRESS
SelectFannin St, 6411 Houston, TX 77030
PATIENTS WE SHARE Social Workflow App HOURS
PHONE NUMBER
855 477 7916
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55
Patient: Case Home Screen: My Profile MY APPTS
MY DOCS
4
1
Welcome, Joy Thomas
FRIDAY OCTOBER 24 2:06 p.m.
MY PROFILE
MY MEDS
PATIENTS WE SHARE Social Workflow App
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56
EDIT PROFILE PICTURE
Patient: Edit My Profile Joy Thomas Houston, Texas
EDIT PROFILE
FIRST NAME
Joy
LAST NAME
Thomas DATE OF BIRTH
The patient can edit their profile picture from this link if needed.
EDIT PROFILE PICTURE
09
20
1956
Month
Day
Year
INSURANCE PROVIDER
Joy Thomas
HealthLink
Houston, Texas TYPE OF INSURANCE
Medical
FIRST NAME
Joy
PHONE NUMBER
855 472 7316
LAST NAME
Thomas
jthomas@gmail.com
DATE OF BIRTH
09
20
1956
Month
Day
Year
INSURANCE PROVIDER
HealthLink
PREFERRED COMMUNICATION EMAIL
PHONE CALL
ZIP CODE
77057
TYPE OF INSURANCE
EDIT PASSWORD
Medical
***********
PHONE NUMBER
855 472 7316 EMAIL
jthomas@gmail.com PREFERRED COMMUNICATION EMAIL
PHONE CALL
PATIENTS WE SHAREZIPSocial Workflow App CODE
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Patient: Case Home Screen: My Meds MY APPTS
MY DOCS
4
1
Welcome, Joy Thomas
FRIDAY OCTOBER 24 2:06 p.m.
MY PROFILE
MY MEDS
PATIENTS WE SHARE Social Workflow App
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58
Patient: My Meds: Empty
MY MEDS Search by Name or Date Added
+ ADD MEDICATION
Photo of current medication will go here
The patient can enter medicine details such as dosage instructions, refills, and the date prescribed
Enter Prescription Name
Patients may take more than one photo of their medicine, by selecting the camera.
Enter Dosage
Enter Refills
Enter Prescription Date
PATIENTS WE SHARE Social Workflow App
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59
MY MEDS
Patient: My Meds: One Entry / Detail
Search by Name or Date Added
+ ADD MEDICATION
The patient can enter medicine details such as dosage instructions, refills, and the date prescribed
Amoxicillin
Patients may take more than one photo of their medicine, by selecting the camera.
Enter Dosage
Enter Refills
Enter Prescription Date
PATIENTS WE SHARE Social Workflow App
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60
MY MEDS
Amoxicillin
Baclofen
Dosage: 1 Tablet 2x a day for 10 days
Dosage: 2 Tablet 2x a day for 7 days
Refills: 3
Refills: 1
Patient: My Meds: Filled In
Prescribed on: 02/19/2015
Prescribed on: 02/10/2015
Baclofen
Ciprofloxacin
Amoxicillin
Dosage: 2 Tablet 2x a day for 7 days
Dosage: 1 Tablet 2x a day for 7 days
Dosage: 1 Tablet 2x a day for 10 days
Refills: 1
Refills: 1
Refills: 3
Prescribed on: 02/10/2015
Prescribed on: 02/20/2015
Search by Name or Date Added
+ ADD MEDICATION
Prescribed on: 02/19/2015
Ciprofloxacin
Baclofen
Dosage: 1 Tablet 2x a day for 7 days
Dosage: 2 Tablet 2x a day for 7 days
Refills: 1
Refills: 1
Prescribed on: 02/20/2015
PATIENTS WE SHARE Social Workflow App
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61
Patients: Settings SETTINGS
Goes back to side drawer TIME ZONE PACIFIC
|
CENTRAL
|
EASTERN
When the patient clicks settings from the side drawer menu, they will be prompted to the SETTINGS page.
SORT SETTINGS
Select Default Sort Setting
EDIT PASSWORD
PUSH NOTIFICATION SETTINGS
Email Notifications On Phone Notifications On Text Notifications On
PATIENTS WE SHARE Social Workflow App
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62
CENTRAL
Settings Dropdown SETTINGS TIME ZONE |
EASTERN
PACIFIC
|
CENTRAL
|
EASTERN
SORT SETTINGS
Select Default Sort Setting By Last Name, First Name By First Name, Last Name
The patient has the ability to sort by first name, last name, or last name, first.
EDIT PASSWORD
PUSH NOTIFICATION SETTINGS
Email Notifications On Phone Notifications On Text Notifications On
PATIENTS WE SHARE Social Workflow App
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63
www.healthcarefx.com | 855 472 7316
PATIENTS WE SHARE Social Workflow App
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