4. Product: Network, mobility and telemedicine

Good analytics demands a very different mindset from operational system design. Slade clinical analytics shall be offered as a companion product.

Some of the portals that are likely to be in the backlog are:

  • a supplier portal
  • an employer portal

4.1. Theme:Patient Portal

4.1.1. Epic: Patient portal enrollment

There are two ‘paths’ to patient portal enrollment: self enrollment and enrollment via a provider’s invitation.

Note

As a:
  • patient
I need to:
  • receive portal invitations from providers
  • respond to invitations from providers, with email and date of birth verification; if I already had an account on the provider portal, a new one should not be created
  • enroll myself into the provider portal, without an invitation
  • set up my preferred providers and practitioners
  • reset my own password
  • update my own profile e.g contact details
  • enroll dependants / family members e.g children
  • pre-register myself and share demographic data with the hospital

The ‘dependants’ functionality is likely to be very tricky, esp. when it comes to privacy and confidentiality angles.

4.1.2. Epic: Patient calendar

This calendar is focused on a single patient’s health related schedule, tasks and reminders. These may be linked to different providers or practitioners.

Note

As a:
  • patient
I need to:
  • view my own appointments; both those sourced from in-network provider EMRs and those that I input myself
  • toggle between day, week, month and agenda views ( the agenda view has compressed appointments, reminders and tasks )
  • add appointments - noting locations, times, people as needed and color coding them as needed
  • opt in to appointment reminders, with the ability to choose the method of communication and timing
  • receive billing, preventive and follow up care reminders
  • receive chronic disease management plan linked reminders e.g reminder to a diabetic to do their blood sugars
  • request appointments - check availability, receive confirmation on booking
  • communicate with providers to request appointments for those that have no enabled online appointment booking

4.1.3. Epic: Patient medical profile

The ‘medical profile’ brings together information about a patient’s health that they are entitled to from all in-network healthcare providers.

The health log allows patients to log their own observations - manually or via connected devices - and share them on an opt-in basis with their providers and practitioners.

The patient portal can be used to deliver targeted and relevant health information to patients e.g pregnancy related information to female patients who are currently pregnant.

Note

As a:
  • patient
I need to:
  • view a log of my past medical visits
  • view my chronic problems
  • view and update my allergies
  • view and update my family and personal medical history
  • view and update current and previous medications; both those sourced from connected EMRs and those that I input myself; when updating medications, I should be able to note the names, reason for medication, times / dates / doses, who prescribed etc. Over the counter medications should be part of this.
  • view and update my immunization history
  • view the detail of each visit - with the detail including tests, results, discharge / visit summaries, medications, discharge information packets etc
  • view and update my bio-data ( including weight, height etc )
  • maintain a log of my health issues
  • share my health log with specific providers - when I choose to
  • connnect my fitness tracker or mobile devices to my health log for personal fitness tracking
  • access relevant health related articles and education resources e.g videos, infographics etc
  • access fitness calculators
  • access treatment guidance and symptom checkers

4.1.4. Epic: Cover information

This includes: visibility into insurance, employer benefits, health savings plans etc

As written, this focuses largely on the needs of insurance customers.

Note

As a:
  • patient
I need to:
  • access clear information on my insurance cover - including validity, packages, benefits, exclusions, rider packages, provider panels, dependants etc
  • view a timeline of visits, claims and preauthorizations that have been linked to my cover
  • click through to detail on visits, claims and preauthorizations
  • receive notifications whenever there are changes in my cover or new visits, claims and preauthorizations

4.1.5. Epic: Communicating with my providers and practitioners

Telemedicine is ‘woven into’ the communications infrastructure. Some of the telemedicine services may be billable.

Note

As a:
  • patient
I need to:
  • access and filter / search through listings of providers and practitioners; with those that I have dealt with in the past or added to my ‘preferred’ lists being easier to find

  • exchange secure messages with the care team via threaded messages and a rich inbox. These messages should be routed to the correct team / team members e.g refill requests go to doctors, billing questions go to billing staff e.g

    • requesting prescriptions or refills
    • sharing documents or images with the provider / practitioner
    • sharing my health history and/or health log with the provider / practitioner
  • make voice calls via the patient portal to the provider / practitioner

  • make video calls via the patient poral to the provider / practitioner

  • capture images with my mobile device camera and share them with the provider / practitioner

  • control my presence / availability

  • respond to requests from the provider e.g filling in questionnaires, filling in practice forms, self check-in

  • request or schedule appointments

  • receive alerts when there are results or reports awaiting review in the portal; the provider / practitioner should be alerted when they are reviewed

  • receive clear information on what charges are due, for what services

  • be able to pay online via card or mobile money

  • be able to opt to pay on arrival for services delivered in person

4.2. Theme: Practitioner Portal

The practitioner portal provides access to the ‘Clinical Workers Dashboard’ ( described before in other features ) and to the records of patients that the practitioner in question has interacted with.

The remote visits features that are part of the ‘main EMR’ will also be enabled here.

4.2.1. Epic: Practitioner portal sign up

Practitioners can self-enroll in the practitioner portal. They can also be enrolled by invitation from collaborating hospitals.

It is important to note that a practitioner may be working in more than one clinic or hospital.

Note

As a:
  • practitioner e.g doctor, dentist, counselling psychologist, physiotherapist etc
I need to:
  • be able to enroll myself in the practitioner portal ( self service )
  • enroll by responding to an email invitation from a provider ( hospital, clinic etc ) that I work with
  • set up the providers that I work at e.g the hospitals where I have admitting rights
  • set up the locations at those providers that I work at
  • set up my preferences e.g e-Consultation
Because:
  • for the portal to be useful, it needs to reflect the fact that I might be working at more than one provider at the same time e.g on a locum basis at multiple facilities
  • I need targeted information e.g for locations that I care about

4.2.2. Epic: Manage my own profile as a practitioner

An individual provider has complete control over what appears in their profile. This profile may be shown in public listing pages and in the patient portal.

Note

As a:
  • practitioner
I need to:
  • add, view and edit my basic details e.g name, license information, locations of practice, contacts, about me ( descriptive text ), specialty or specialties, affiliations ( professional and hospital affiliations ), availability ( hours, days and locations ) ec
  • view my ratings and reviews from patients and engage with the reviewers ( reputation management )
  • view and update my practice listing as seen on the patient portal and other practice marketing tools

4.2.3. Epic: Find locums

Locums are temporary positions - often filled on an ad-hoc basis by younger practitioners - that pay by the hour or a fraction of specified billable items e.g consultations, procedures etc

Finding locums is presently a ‘human’ process. A locum finder is likely to be a ‘hook’ for younger doctors.

Note

As a:
  • practitioner
I need to:
  • set up my locum settings - specialties, preferred providers, hours, days, locations etc
  • browse through upcoming locums, auto-filtered by my preferences e.g my hours and days of availability, preferred providers, preferred towns / locations etc
  • receive notifications of locums that match my preferences
  • click through to the detail of any locum - view the provider, desription, duration
  • skip locums that do not interest me and apply to positions that interest me
  • receive notifications of accepted / declined applications

4.2.4. Epic: My billings

As a provider - especially one that has multiple locums and e.g admitting rights in multiple hospitals - I want to have a single unified view of my billings.

Note

As a:
  • provider
I need to:
  • access a unified cross-provider listings of my billings, sorted by date with more recent ones first
  • filter or sort the billings list by date range, provider etc
  • click through to detailed invoices
  • add and send invoices - linked to specific patients and visits - to providers e.g to charge for my consultations fees after discharging a patient

4.2.5. Epic: My televisits

The practitioner portal and EMR will offer the ‘supply end’ of telemedicine. It is important to note that teleconsultations will not be just patient-provider, but also provider-provider.

Note

As a:
  • practitioner
I need to:
  • browse and search through the contacts of providers and patients that I can communicate with
  • manage my availability / presence e.g available, busy, do not disturb, unavailable between specified dates and times etc
  • communicate via text ( threaded chat ) with patients and colleagues
  • communicate via voice ( IP voice call ) with patients and colleagues
  • communicate via video ( browser or mobile based video call ) with patients and colleagues
  • use my phone cameras to capture still images that can be sent to patients or colleagues
  • charge for televisits - where applicable
  • access all my communications via a rich and smart inbox

4.3. Theme: Payer portal

4.3.1. Epic: Case Management

Note

As a:
  • case manager at a payer
I need to:
  • access real time admissions information for beneficiaries from my company for the providers that are on the Slade network
  • access real time discharge information from beneficiaries from my company for the providers on the Slade network
  • easily request and receive interim bills for inpatient beneficiaries from my company
  • receive and respond to pre-authorization requests from network providers
  • update pre-authorizations with new information e.g revised limits
  • access incoming claims from an online interface
  • request and receive clarifications on claims
Because:
  • I need to monitor utilization in realtime, to manage risks
  • I need to communicate efficiently with providers in our panel in order to shorten claims assessment times, even for claims with potential problems