Jan 03, 2013 Meeting Minutes @ 7:00pm

In attendance: Jon, Jackson, Zaw, Mike

Agenda

Clinic Updates
- data export
- med access etc
- server subscriptions
Software Progress: Priority List
- Scoping
- Priorities
  - labs
  - billing
  - MOA features
  - usability and redesign
  - bug fixing
- Zaw's Notes
Testing / Bugs
- test server, diff then live one
Labs / VCUR / PIA
- medcloud_documents
Hardware / IT / Training
Other Business
Next meeting

Minutes

clinic updates

medaccess
- medaccess test site
  - uncertain
  - patient demos
  - scheduled appointments moved manually
  - doctors are using 2 EMRs simultaneously in the meantime.
  - waiting on medaccess
    - zaw to take a more active role in making sure the data transfer is proper. Zaw will talk to data analyst. Email IH back with details.
- medaccess software has limitations
  - Scanning was simpler
  - Tagging is more intuitive with medcloud
  - Task list is big problem
    - Intimately linked with docs. Too much clicking. Triples time to get through docs.
  - get more detail in future
pharmacies will be up and running in 2 weeks in edmonton and calgary
colleen asked to make medcloud read only.
- Jon to reply.
registrations database
- currently emails immediately when form is submitted
- spreadsheet format on a weekly basis would be more useful
automatic appointment reminder calling
- secretary can generate medaccess schedule report
- need to convert the data into a format usable by dialer. 2 days work for Zaw
  - 4-5 hours per day per clinic if manually calling by staff
  - Jon to send Zaw info

Updates

Priorities
- data transfer
- callouts
- high level scoping for the entire project
  - rework &
  - new features
  - risks
Zaw:
- thought about what needs to be done for the EMR. See notes.
- Summary:
  - users didn't know what to do. Click, double click, wait, etc…
    - make things more obvious, what you should click etc…
  - focus on flow of things
  - redesign chart view?
    - want to see multiple encounters
    - Jackson to make a pass. Then ask IH doctors for opinions. Meet with Zaw.
- colleen's list is almost done.
- Zaw reproduced the logging off issue. Multi tab related maybe
Jackson:
- feedback for merge patients
- prototype for add template dialog
- showing only doctor in staff list for:
  - scheduler columns
  - billing
  - day calendar in chart view
  - others? Add appointment?

Zaw's notes

general
- users aren't aware of web page ui conventions
- remove right-clicks/context-menus
- remove double-clicks
- need context-oriented ui
- proper user feedback when waiting for server to respond (change how things are loaded if necessary)
- dialog boxes that require more than a yes or no response confuses the user

notes
- manager sets who goes on the schedule staff list. by default, nurses/doctors.
- there's not enough horizontal space to fit schedules for all doctors.
- creating new patient records is not streamlined.
- users are confused about where to go to get more information about patient after opening up patient information/demographics dialog.

use cases
- find next available time slot for doctor (something other than weekView)
- find available time slot in some given month
- add patient with only the necessary information
  - automatically add note on patient to check Health Care Card
- view patient's file (that includes everything)
  - includes:
    - demographics
    - previous/next appointment information
    - notes/alerts
    - assigned physician (primary care provider)
    - soap notes (gray out by default. always hide details for MOA)
    - lab results
    - prescription (gray out by default. always hide details for MOA)
  - need to enter in year/month/day easily
- add similar (family member) patient
- scan/upload/tag a document
  - uploaded documents go into “uploaded list”
  - documents in “uploaded list” are sorted by upload*time and grouped by days with proper group labels.
  - documents should be “tagged”, not assigned
  - selecting a document should display all tagging information and document itself
  - documents tagged with a doctor automatically show up in doctor's task list
    - documents retagged with a different doctor need to have the task flagged as “no longer needed” or something similar
- send a message
  - messages are sent to users with specific roles (Nurses, Reception, Administrative)
  - messaging system is more of a message board or task list (messages can be set as private. messages sent to specific users are automatically private)
- view patient chart
  - need surgical history in addition to social/family/medical history
  - need to be similar to “Print Patient” feature (data for past visits is at the bottom)
  - rethink inclusion of dollar amount in billing area
- edit soap notes in patient chart
  - get rid of soap locking/unlocking; replace with edit/save and log all transactions
- write prescriptions
  - rethink the idea of medication list
  - use check boxes to refill active medications
  - combine current and deleted medications list
flow
- patient calls in to register and book appointments
  - add patient
  - (switch to scheduling context)
  - find/create appointment for patient
- family comes in to register and book appointments
  - add patient (also assign physician)
  - add patient's husband (also assign physician)
  - add patient's son (also assign physician)
  - add patient's daughter (also assign physician)
  - find/create appointment for patient
  - find/create appointment for patient's husband
  - find/create appointment for patient's son
  - find/create appointment for patient's daughter
- nurse writes notes for encounter/appointment
  - in-place editing
  - “There are no Nurse Notes for this encounter. Click here to add Nurse Notes.”
  - “There are no Objective Notes for this counter. Click here to add Objective Notes.”
- doctor writes notes for encounter/appointment
  - in-place editing
  - button that says “Add”/“Edit”
  - “Discard Changes”/“Save Changes”

PIA

Jon to talk to donna

Other Business

Next Meeting

Thurs, Jan 10, 2012 @ 7pm on skype

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