Release 2 Features (& Estimates)

Release 2 Features (& Estimates)

Need to review this list with staff

E-labs

receiving the labs from cls/dynalife
adding it to patient chart
user workflow → go into documents
technical work to talk to lab systems

Billing

electronic filing hlink
- errors / refiling & reconciliation
private billing
workers comp
insurance
- direct billing to insurance (next release)
invoicing and reports
- incl how much should be paid to each odctor in the clinic
- overall financial picture of clinic
appointment day sheets
billing export for 3rd party billing
out of province billing
collect some requirements
cash credit debit cheque
check what other systems have

Rework

usability and redesign of some interfaces
- general usability with clicking
- proper user feedback
- simplifying user responses required
- date entry/viewing
- patient search/viewing
- examples:
  - main navigation menu and log off menu items
  - prescription writer
    - make it look like a actual paper prescription pad type thing.
    - linking to allergies (done)
    - checkboxes
    - combining deleted and active views
  - soap re-layout
    - combine history area
  - horizontal space to fit schedules for all doctors
  - consolidating and simplifying patient information display & entry
  - document upload/processing interface
stream line page loads on init
new design reviews by clinic staff

Backups

read only on site server???

PIA / VCUR requirements

Logging
Log viewer

Messaging and tasks

needs own tab
message board
tasks
reminders
follow up / confirmation

Admin / manager

lab form creation wizard
User roles and access
need to collect more requirements

SOAP / Encounter

SOAP templates (auto populate)
- design & requirements collecting
- Alberta pre natal record form
- Smarter:
  - which investigations need to be done
surgical history
redesign: logging instead of locking
ability to hide billing info for privacy

Creating consult letter

populating and attaching things
showing and hiding items
physician directory
- add, delete, edit, search
Save and add to patient chart
tracked as a task. (sent from clinic, received from specialist (confirmation), appointment time for patient with specialist (status change), patients has seen specialist (confirmed, tracking closed). Alerts of things aren't progressing

Scheduler

free time search for appointments
family relationship thingy
Self scheduled appointments
- design work (must be really easy to log in and remember password etc)
- printing appointment card
- schedule pre-existing patient (this release)
- new patient (later release)
- higher security for accessing personal info (later release)

Documents

PDF editing
storing reference letters, prescriptions etc.

Report generation

capture clinic data like: how long patients wait in waiting room etc. checkin time, wait time etc.
appointment day sheet
smart analysis of data
needs detail from Jon
etc

Misc

Targeted alerts (classes, not just global)
Pharmacy (way later)
patient self registration
- work flow, stream lined
- environment
auto dialer call out
- user interface for staff to manage (later release)