Visual Dashboard and Heads-up Display of Patient Conditions: Product Requirements Document (PRD)

Transcription

1 Last Updated: May 16, 2011

2 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]

3 REQUIREMENTS MODULE LOGIN PATIENT PORTAL SITE ID UTILITIES 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) [Page 3]

4 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 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. HOMEPAGE 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) 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 [Page 4]

5 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 NAVIGATION MESSAGES The top row includes the site logo and breadcrumbs The user can click on the site logo to return to Homepage 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. [Page 5]

6 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." 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. [Page 6]

7 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" 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." [Page 7]

8 [Page 8] APPOINTMENTS 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 for appointments; class name for classes 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.

9 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 view available appointments. Patients can request available appointments. Patients can a single or multiple Reasons for Visit from a predefined list. Some Reasons for Visit require the patient to attach files to the request. Patients can enter additional text information pertaining to the request. 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. Table view displays all appointments and classes. 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 details for the selected appointment or class. [Page 9]

10 IMMUNIZATIONS Details are different for appointments and classes. Class details lists the number of seats remaining in a class. Patients can cancel appointment requests. Patients can cancel confirmed appointments. Patients can reserve a seat in a class. Patients can give up their reserved seat in a class. 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. [Page 10] VITAL SIGNS 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. 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.

11 The left-hand navigation contains links to All, Height, Weight, Blood Pressure, Heart Rate, Respiratory, and Temperature. "All" presents all vital signs trackers simultaneously in the currently selected view. [Page 11] 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. 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 readded. 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.

12 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. "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. [Page 12]

13 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. The patient can add a Vital Signs tracker. [Page 13]

14 The patient can choose from pre-existing trackers. Blood Glucose is a premade tracker. Pain Scale is a premade 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. [Page 14]