Last Updated: August 12, 2011
INTRODUCTION This is the Product Requirements Document for the Visual Dashboard and Heads-Up Display of Patient Conditions. The purpose of this document is to provide a checklist of product features and functionality. The list is intended to communicate expectations and ensure compliance in final deliverable prototypes. Further, the list will aid in error detection and prevention. This document will change over each quarterly deliverable, but stands as a statement of current understandings. As this is the first quarterly release, focus has been on representative features of the prominent modules: patient and provider. Subsequent iterations of this document will more fully enumerate features of modules glossed over here. The Visual Dashboard and Heads-Up Display of Patient Conditions is a prototype Internet application. It will be implemented in the Adobe Flash environment based on requirements gathered from stakeholders and designs generated by Parsons Institute for Information Mapping (PIIM). Functionally, the application is partitioned into modules, or Portals, based on user group, with an additional module for login. Within each module, related functionality is grouped into widgets such that a portal can be configurable and customizable. [Page 2]
REQUIREMENTS MODULE LOGIN PATIENT PORTAL SITE ID UTILITIES [Page 3] REQUIREMENT The login page loads first No other page is accessible without the user logging in first Upon load, focus is set to the user name field The user may tab between the user name field and the password field Any combination of letters is a valid log in A space character in user name or password fails to authenticate On failure the login page loads again On success the user goes to their home page (patient or provider or admin) The login module is consistent with the design groups mockup A patient once authenticated goes to the patient portal The Site ID identifies the name of application (i.e., "Healthboard") The Site ID brings the user back to the Homepage from anywhere within the system The utility section has three components: User Menu, Logout, and Options User Menu shows the first and last name of the accessible user, plan participant User Menu is a dropdown menu which includes User Profile User Profile allows the accessible user to view: name, picture, SSN, FMP/sponsor SSN, date of birth, age, sex, address, emergency contact, phone number(s) In User Profile, the user can modify the following: picture, address, emergency contact, phone number(s) The user can Save/Cancel the modified information The Logout link de-authenticates the user's session
HOMEPAGE NAVIGATION The Logout link loads the login page Options is a dropdown menu which includes two different views for Homepage: Button View, Widget View. The user can select the type of display that (s)he prefers. After login, a patient user goes to Patient Homepage Patient Homepage provides high level navigation to Patient Portal Each activated module is represented on Patient Homepage The user can select from two display types: Button View, and Widget View The default display type is Button View (i.e., the system automatically turns on Button View until the user specifies the display type) The user can set preference for units: American System, and the International System. (The default setting is American System.) The user can set preference for time: Military Time, and Standard Time. (The default setting is Military Time.) The user can set preference for linking modules (e.g. Appointments) with external applications (e.g. Outlook). On Button View, each button, label-icon pair, is a navigable link to its module screen (landing) Each button can display alert/warning regarding its module The user can reorder the buttons The Widget Library link at the bottom activate the mode which allows the user to reconfigure the screen, activate/deactivate modules On Widget View, each widget, information summary, is a navigable link to its module screen (landing) Each widget can display alert/warning regarding its module The Widget Library link at the bottom activate the mode which allows the user to reconfigure the screen, reorder widgets, resize widgets, activate/deactivate modules The top row includes the site logo and breadcrumbs The user can click on the site logo to return to Homepage [Page 4]
MESSAGES [Page 5] Breadcrumbs displays the history of modules/screens that the user visited previously Each module/screen shown in the breadcrumbs is a link to the module/screen The second row includes Homepage Link, Module Links Homepage Link takes the user back to Homepage Module Links is a dropdown menu which includes links to all activated modules The left-hand navigation contains links to Inbox, Drafts, Sent, and Trash. Clicking an item in the left-hand navigation opens the corresponding tab (if NOT already opened). Clicking an item the left-hand navigation selects the corresponding tab (if already opened). Clicking the "X" in a tab will close it. Messages are stored in four locations: Inbox, Drafts, Sent, and Trash Inbox contains messages received by the user. Drafts contains "in-progress" messages and responses that were "Saved" by the user. Sent contains messages sent by the user. Trash contains messages from Inbox, Drafts, and Sent that were deleted. Messages stored in trash for more than 30 days are automatically deleted. Messages have a visual indicator of interaction status: "Read," "Unread," and "Replied" Messages have a visual indicator of urgency: "Urgent," "Somewhat urgent," and "Not urgent." Messages from providers are identified by the provider's role (e.g. "a Nurse" or "a Physician"), NOT the provider's name. Patients can delete messages. Patients can delete messages individually. Patients can delete multiple messages simultaneously. Deleting a message will move it to Trash. Any of these methods used on a message in "Trash" will delete it completely. Patient can mark messages: "Mark Read"/"Mark Unread."
[Page 6] Patients can mark individual messages Read/Unread. Patients can mark multiple messages Read/Unread simultaneously. Patients can select/deselect messages. Patients can select/deselect messages individually. Patients can select/deselect multiple messages simultaneously (Select: All, Read, or None) Patients can filter messages (Show: All or Unread) Patients can sort messages (Sort by: Date Received, Sender, Receiver, Urgency, and Subject.) Multiple messages are collapsed into a single line if they are part of the same thread/conversation. The number of messages in a conversation/thread is indicated. Patients can open and read a message. The original message and any subsequent responses are shown. Provider messages and responses use the provider's role for the sender information (e.g., "a Nurse" or "a Physician). Patients can delete opened messages. Patients can respond. Responses take the same subject of the original message. Patients can choose the urgency level of the response. Patients can attach files. Image attachments are displayed as images. The attachments can be of the png type. The attachments can be of the jpg type. Other file attachments are displayed as download links. The attachments can be of text document type. The attachments can be of pdf type. The attachments can be of image type. Patients can save a draft of a response-in-progress by clicking "Save Draft"
APPOINTMENTS [Page 7] Patients can navigate elsewhere without losing progress. Patients can close the message and return to Inbox, Drafts, Sent, Trash, or Search Results Patients can create a new message to the provider team. Patients can select from a predefined subject list in a dropdown. The message recipient is determined by the subject selected. The recipient can be "a Nurse." The recipient can be "a Physician." The recipient can be "an Administrator." The recipient can be the "Front Desk." Patients can choose the urgency level of the response. Patients can attach files. Image attachments are displayed as images. The attachments can be of the png type. The attachments can be of the jpg type. Other file attachments are displayed as download links. The attachments can be of text document type. The attachments can be of pdf type. The attachments can be of image type. Patients can save a draft of a response-in-progress by clicking "Save Draft" Patients can navigate elsewhere without losing progress. Patient can search messages. When the appropriate actions are taken in other modules, the messages widget will send automated messages from the patient to the provider. (e.g., appointment requests, prescription refill requests, etc.) The left column displays a list of the patient's upcoming appointments and classes.
Displays date of appointment or class. Displays provider name and reason for visit for appointments; class name for classes The left column displays a list of the patient's recommended appointments and classes. Displays provider name and reason for visit for appointments; class name for classes The user is able to click a link to schedule the recommended appointment or class. The content area displays all appointments and classes in multiple views. Patients can select an appointment. Calendar view displays all appointments and classes by day for a single month. Displays provider name for appointments; class name for classes Patients can navigate from month to month. Patients can return to "today" with a single click. Schedule view displays all appointments and classes by fifteen minute intervals for a single week. Displays provider name for appointments; class name for classes Patients can navigate from week to week. Patients can return to "today" with a single click. Patients can request an appointment. Patients choose a reason for visit. Patients can choose a reason for visit from a list of common reason for visits. Patients can choose a reason for visit from a full list of reason for visits. Patients can type out reason for visit. Search results matching the patient's entry are revealed as the patient types, allowing him/her to autocomplete. If no match is present, the reason for visit is treated as a "custom" reason for visit. Each reason for visit has an appointment duration attached. [Page 8]
Patients choose from available timeslots (determined by appointment length of their chosen reason for visit). Patients complete a prerequisite form, if necessary (depends on reason for visit selection) Once the request is completed, an automated message is sent to the provider team's front desk informing them of the request. If the provider accepts the request, the appointment is added to the patient's appointments. Patients can request a recommended appointment. Patients choose from available timeslots (determined by appointment length of their chosen reason for visit). Patients complete a prerequisite form, if necessary (depends on reason for visit selection) Once the request is completed, an automated message is sent to the provider team's front desk informing them of the request. If the provider accepts the request, the appointment is added to the patient's appointments. Patients can reserve a seat in a class. Patients can choose from the available timeslots for a class. The available timeslots indicate number of seats remaining. Some class reservations are for a single instance. Some class reservations are reoccuring for a set duration. Patients can reserve a seat in a recommended class. Patients can choose from the available timeslots for a class. The available timeslots indicate number of seats remaining. Some class reservations are for a single instance. Patients can easily reserve a seat in the same class at another date. Some class reservations are reoccuring for a set duration. Table view displays all appointments and classes. [Page 9]
The description field for classes displays the class name. The description field for appointments displays the Reason for Visit. The minicalendar allows navigation of months without altering the content area. Patients can navigate from month to month. Patients can return to "today" with a single click. Clicking a day will navigate the content area to that month of week. The right column displays contextual information. The patient can view details for the selected appointment. The patient can perform actions on the selected appointment. The patient can cancel appointment requests or scheduled appointments. The patient can view details for the selected class. The patient can perform actions on the selected class. The patient can cancel appointment requests or scheduled appointments. The patient can reserve a seat in a future instance of a one-time class. IMMUNIZATIONS [Page 10] The Immunization module gives a complete read-only record of a patient's immunization status. The immunization module displays the patient's immunization history. The immunization module displays the patient's upcoming immunization needs. The patient can change the date range of the displayed immunizations. Immunization status is indicated: Due, due within a month, due today, completed. The patient can hide non-mandatory immunizations. The patient can quickly access a short description of each immunization. The patient can read help information on each individual immunization. The patient can access educational resources concerning immunizations.
VITAL SIGNS [Page 11] The patient can access a graph view of immunizations. The graph view displays the patient's immunizations over time. The graph view displays a list of the patient's allergies. The patient can select an immunization and view it's details. The patient can access a table view of immunizations. The table view displays details for all immunizations simultaneously. The left-hand navigation contains links to All, Height, Weight (BMI), Blood Pressure, Heart Rate, Respiratory, and Temperature. "All" presents all vital signs trackers simultaneously in the currently selected view. The "All" graph view is simplified to accommodate comparison of all vital signs trackers. The patient can alter the time range. The patient can view past measurements. Provider-recorded measurements are read-only. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can record new measurements for all vital signs trackers simultaneously. If the new measurements are in abnormal range, the patient will receive a notification. The patient can add notes for all vital signs trackers simultaneously. The patient can choose a date for the new measurements. The patient can view their goal for each tracker. The patient can view the history of edits to all trackers. The patient can view help info for each tracker. The patient can remove any wellness tracker from vital signs. This does not delete the information recorded.
Removed trackers can be re-added. The patient can reorder trackers. The patient can collapse/uncollapse trackers. The "All" table view includes columns for all vital sign trackers a column for comments. The patient can alter the time range. The patient can view past measurements. Provider-recorded measurements are read-only. The patient may view comments for provider-recorded measurements. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can record new measurements for all vital signs trackers simultaneously. The patient can choose a date for the new measurements. Measurements outside of healthy ranges (According to the default reference) receive special visual treatment. The patient can view the history of edits to all trackers. [Page 12] "Individual" Vital Sign trackers present a single tracker in the currently selected view. The "Individual Vital Sign" graph view is detailed to allow for in depth analysis of a single tracker. The patient can alter the time range. The patient can view past measurements for the displayed tracker. Provider-recorded measurements are read-only. The patient may view comments for provider-recorded measurements. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can record a new measurement for the displayed tracker. The patient can choose a date for the new measurement.
Reference ranges for the displayed tracker are shown. The patient can change the reference ranges used in the graph. The goal for the displayed tracker is shown. The patient can change the goal for the displayed tracker. The patient can view the history of edits to the displayed tracker. The patient can view help info for the displayed tracker. The "All" table view includes columns for all vital sign trackers a column for comments. The patient can alter the time range. The patient can view past measurements for the displayed tracker. Provider-recorded measurements are read-only. The patient may view comments for provider-recorded measurements. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can record a new measurement for the displayed tracker. The patient can choose a date for the new measurement. Measurements outside of healthy ranges (According to the default reference) receive special visual treatment. MEDICAL RECORDS [Page 13] The patient can add a Vital Signs tracker. The patient can choose from pre-existing trackers. Blood Glucose is a pre-made tracker. Pain Scale is a pre-made tracker. The user may also re-add default trackers removed from vital signs. The patient can add a custom tracker by providing a name and unit of measurement.
The Medical Records module gives the patient s complete read-only medical records. The patient can view a complete list of medial services he has received. The patient can view the list in a timeline view. The left column displays a list of the medical services he has received. The medical services consist of inpatient and outpatient. Each category should include 1) visits, 2) diagnostic studies (radiology, labs, clinical tests), 3) surgeries, and 4) procedures. The patient can collapse/uncollapse categories. The patient can view dates of services received. The service types are indicated by icons with different shapes and colors. The patient can alter the time range. The patient can quickly access a short description of each medical services when he hovers over a service icon. The patient can view the list in a table view. The list of medical services is sorted by the date of service by default. The patient can click a column menu to resort the medical service list. The patient can alter the time range. The patient can view the Total Service Usage. The patient can view the total number of primary, specialist, and ER Visits he had in the past year. The patient can view the total number of Diagnostic Studies he received in the past year. The patient can view the total number of Surgeries he received in the past year. The patient can view the total number of Procedures he had in the past year. The patient can view his Next Steps or recommendations made by healthcare providers. The patient can view list of recommendations made by healthcare providers. The patient can view the history of previous recommendations. The provider s recommendations include taking medications, attending classes, starting exercise programs, recording vital signs, setting notifications, etc. [Page 14]
MEDICATIONS [Page 15] The patient can mark a next step as complete. The patient can remove a next step. The patient must supply a reason for editing or deleting. The user can view a detail information about the selected service. In detail view, the user can view the all records made during the visit, all test results, all images taken, the provider and facility s information, and next steps suggested. The user can print the record. The user can export the record. The Medications module gives a complete record of a patient s active and inactive medications. The patient can review his entire medication history. The patient can view full description of abbreviated name of medications in a tooltip when the user hovers over. The patient can print a list of both active and inactive medications. The patient can export a list of both active and inactive medications. The patient can view his medication intake records. The patient can record medication intake. The patient can change the date range of the displayed medications. The patient can filter list of medications by status. The patient can select All, Active, or Inactive. The default setting is Active. To differentiate those of active ones, the inactive medications are displayed in grey. The right column shows the patient s allergies, conditions, renewal reminders, and pharmacy alert (if any). The medications that need a renewal request should be highlighted. The patient can request a renewal for prescription drugs. The patient can set preferences for notifications to remind the patient prescription renewals and drug intakes. The patient can add medications such as over-the counter drugs, supplements, and herbal medicines. Prescription drugs are added to the system by the provider.
The patient can search a medication name in Add Medication window. The system should help the patient to find the correct medication in Add Medication window. The user can enter dosage and reason for taking for a medication. The system should alert the patient when there is any drug interaction. The patient can view the list in a timeline view. In the left column, the patient can view name and dosage of medications. The medications are categorized into 4 different types: Prescription Drugs, Over-The-Counter Drugs, Supplements, Herbal Medicines. The service types are indicated by icons with different shapes and colors. The patient can collapse/uncollapse categories. The patient can select an immunization and view its details. Today is highlighted in a timeline view by default. The patient can quickly access a short description of each taken drugs when he hovers over a medication icon. The user can switch to detail view of a selected medication from a timeline view. The patient can view the medications list in a table view. The list of medications is sorted by the medication name by default. The patient can click a column menu to resort the medication list. The patient can see prescription number for prescription drugs. The patient can see direction for medications. The patient can see refills left. If the patient has requested a renewal, the patient can see the status such as Ready or Pending. The patient can see last filled date. The patient can see pharmacy name. The user can drill down to detail view of a selected medication from a table view. The patient can view detail information of medications. [Page 16]
USER PREFERENCES WIDGET LIBRARY EXERCISE [Page 17] The patient can see an image of a medication. In the left column, the patient can see information about medication such as prescription number, quantity, directions, intake time, reason why the patient is taking, side effects, number of refills left, last filled date, provider s information, and pharmacy information. In the right column, the patient can view refills and renewals history, intake history, and pharmacy comments. The patient can easily returns to a list of medications by clicking the tab. The patient can view list of pharmacies that he has gone to pick up prescription drugs. The patient can access educational resources concerning medications. The user can set preferences for Account Settings, Homepage Options, Units, and Notifications. The user can access the panel from the gear menu icon in the top menu bar. The user can set preferences for Account Settings. The user can view a description of a setting when he hovers over. The user can change the password, security question, email address, and phone number for notifications. The user can select view options for the home page. The user can select either button view or widget view. The user can set type size and units. The user can increase the font size. The user can set units for height and weight. The user can select either American (foot, inch, and pound) or International (cm and kg). The user can set notifications for multiple activities such as appointments, classes, medications, and medical records. The user can manage widgets displayed in the homepage. The user can see available widgets from the Widget Library. The user can easily add and remove widgets from the homepage display. The patient can view, track, and record his exercise routines and physical status. The Exercise module has three categories: Physical Readiness Test, Physician-assigned fitness program, and Personal exercise.
The patient can have a quick overview of all three categories in Summary tab. The patient can switch between categories by clicking tabs. The patient can view three categories in both a timeline and table view. The patient can alter the time range. The patient can view past measurements. Provider-recorded measurements are read-only. The patient may view comments for provider-recorded measurements. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can view their goal for each tracker indicated by dotted line. The patient can view the history of edits to all trackers. The patient can reorder trackers. The patient can collapse/uncollapse trackers. The left-hand navigation contains subcategories. For PRT, the left-hand navigation contains links to Total PRT Points, Curl Ups, Push Ups, 1.5 Mile Run or alternatives, Sit and Reach, Weight, and BMI. The patient can switch between alternative tests such as 1.5 mile run and 500yard/450meter swim. The trackers for this category are determined by the military officer. The patient cannot add a tracker. Both the provider and patients can enter data for PRT trackers. The patient can record new measurements for all trackers simultaneously in the category. The patient can choose a date for the new measurements. For Physician-Assigned exercises, the left-hand navigation contains links to any exercises assigned by the provider. Only the provider can add trackers. The user can use data input device (e.g., USB) to enter records. For Personal exercises, the left-hand navigation contains links to any exercises performed by the patient. [Page 18]
The patient can add a custom tracker by providing a name and unit of measurement. The user can use data input device (e.g., USB) to enter records. The patient can select a subcategory from the left-hand navigation to drill down to a selected exercise. "Individual" Exercise trackers present a single tracker in the currently selected view. The "Individual Exercise" graph view is detailed to allow for in depth analysis of a single tracker. The patient can alter the time range. The patient can view past measurements for the displayed tracker. Provider-recorded measurements are read-only. The patient may view comments for provider-recorded measurements. Patient-recorded measurements can be edited or deleted. The patient must supply a reason for editing or deleting. The patient can view their goal for each tracker indicated by dotted line. [Page 19]