Click here to see the demographics screen mockup.

 

Demographics Notes from 12-19-19 Meeting

 

Do Menu -- that's where New Patient option is.

Edit each section by edit icon. And on each field is bigger field for fat fingers, as user goes, only fields user wants to edit. How does this work, tab or tap on field makes it bigger? Even on desktop?

Use + instead of More... BUT Same didn't want lots of +/-s

[K - used 'Patient' Information header instead of Sam's 'Person' Information although they both sound odd.]

 

 

 

NOTES from Meeting on Dec 19, 2019.

 

Sam – so, if I’m sitting on a mobile device, click on name, want to type the name, that field can get a little bit bigger? Is that possible?

Gina -- you want that for all inputs or just the demographics? I have to look that up but I will put that down as a request to investigate.

Sam – Again, I’m not stuck with this am just trying to see if you have a control or something.

 

Phones (as devices) are not used much for demographics data entry.

Primary use of phone is to review demographics so prioritize on that use case.

 

NEVER display SSN, never again, not allowed in any state.

ALWAYS display an MRN

 

ALWAYS display an encounter number -- the episode ID, but not as demographics.

Sam -- Episode ID is the encounter number, that particular visit’s identifier. Each visit has its own ID.

 

AKA field. Probably need to add a field on the MPI table for it. Please make a note of that.

 

Name, DOB, MRN and one other field

 

 

 

Revisions to Demographics Screen

  1. Remove Banner Header from Demographics Screen.
  2. Make a simple display, re phone screen use case, since phones mostly used to review patient demographics.
  3. Currently, in portal, the MPI demographics are displayed in the header and the client's patient demographics are displayed on the screen details.
  4. Now, per Sam, just show them our info. When they edit the demographics, the MPI will take care of it.
  5. And, the AKA field. Probably need to add a field on the MPI table for it. Please make a note of that. That can be the client entry.

  6. smpl-edit-Keep the SSN but don’t show it. Allow them to enter it but don’t show to them if it exists. Mask by showing the 1st char and then last 2 characters. If client can't see it, can't edit it to make correction. Is that a problem?

  7. Sam – yes, will need a permission to turn SSN off completely, I think we might have a permission already.
    [K -- looked for a perm. Couldn't find one, does anybody know which permission this is OR does a new one need to be created.]
    Default presentation to mask it is to do 1st and last 2 char of SSN.

  8. edit-Sam -- Facility Information - locate that above all other Info.
  9. smpl-edit-Remove Client Account field from demographics screen, show the MRNs only.
  10. smpl-edit-Sam -- So lets just do this. Condensed view (at 43:00rec)
    Code & Insurance name on one line.
    Policy & Group on second line.
    Insured name on third line and leave it at that.
    So 3 lines for each insurance
  11. smpl-edit-On desktop, left side personal info, right side has address & related info.
    Then underneath that is, on the left, guarantor info and on the right is all 3 insurances, one after the other. (3 lines each).
  12. smpl-edit-In each group: person, address, guarantor, each insurance – have a visual edit button thing for section info, and a whole page edit button.
    For example, if click on first insurance edit button, takes me to the 1st field of the insurance 1, can scroll up and down to see the rest of the fields.
    The edit button produces that section on the existing demographic screen.
  13. Whole page Edit button produces what we have right now in sfportal.
  14. Sam – want another insurance field === Last Eligibility Check Date (last time was eligibility checked, if we checked and when), label is Eligibility Date. Show only on edit.
  15. asdf
  16. asdf
  17. asdf

 

 

Next TODO for Requirements

@1330 @59:45rec

Sam – good for demographics

This new edit thing carry across to the orders screen also, in a different form.

We need like a history presentation on orders, then edit. Then need a Create an Order screen.

Kind of like have that now, but need to expand that some.

Creation of order similar to now but want to improve things like SO and order review screen, the ability to recover an SO that didn’t actually get collected, stuff like that.

 

Sam – mock up this, finish, then orders or results .

OK can write code, then change

 

Sam – b4 start coding other stuff, should work on rules & processing for auditing so build auditing along with this.

 

@1342 – Sam & Gina talking about doing an Inbox mockup, Gina has stuff in PP and is modifying as we talk.

 

NEXT TODO – auditing tools / library