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PAGE 1 CareStatus by Workup Annotations v. 2 Last Updated February 13, 2014 NP M Add New Patients Notifications D 5 3 2 Section Page Dashboard Section Code PL 4 2 Main Menu N Patient List PT Patient Profile - Treatment Plan Patient Profile - Discussions TL 18 15 14 Task List PPO 16 PD Patient Profile - Overview AR Authoring Radiation Authoring Oral A 33 22 21 Authoring AC 28 AO Authoring Chemo AAW Authoring Workup Authoring Watchful Waiting AP 40 38 36 Authoring Pre-Consult AL 39 AW Authoring Long Term Tasks 46 Checklist Manager CM TM 45 Task Manager Version History v 1.1 - added screens NP3, NP11, NP12, NP13, NP14, NP19, NP20, NP21, NP22, NP23 added page 11,New Patients In Review v 1.2 - added pages 41 - 44, Discontinuing or Holding Treatment Plans (wireframes only) 42 Holding Plans HP DP 41 Discontinuing Plans v 2 - layout changes, many screens replaced with updated versions

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Page 1: Annotations example

PAGE 1

CareStatus by Workup Annotations v. 2Last Updated February 13, 2014

NP

M

Add New PatientsNotifications

D

5

32

Section Page

Dashboard

Section Code

PL4

2Main Menu

NPatient List

PTPatient Profile - Treatment PlanPatient Profile - Discussions

TL

18

1514Task List

PPO16PD

Patient Profile - Overview

ARAuthoring RadiationAuthoring Oral

A

33

2221Authoring

AC28AO

Authoring Chemo

AAWAuthoring WorkupAuthoring Watchful Waiting

AP

40

3836Authoring Pre-Consult

AL39AW

Authoring Long Term Tasks

46Checklist Manager CMTM 45Task Manager

Version Historyv 1.1 - added screens NP3, NP11, NP12, NP13, NP14, NP19, NP20, NP21, NP22, NP23 added page 11,New Patients In Review

v 1.2 - added pages 41 - 44, Discontinuing or Holding Treatment Plans (wireframes only)

42Holding Plans HPDP 41Discontinuing Plans

v 2 - layout changes, many screens replaced with updated versions

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MAIN MENU

Main Menuhttps://www.dropbox.com/s/yfitxm3ady46zmt/PatientOverview_Tablet.png

The menu is accessible from any page in the app.

DASHBOARD

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Annotations:

1. This icon opens the menu by sliding the main window and all content in the window to the right. Clicking the icon again, anywhere on the main window or one of the menu items closes the menu and pushes the content back left.

2. Accesses “Dashboard” (screen D1)

3. Accesses “Add a New Patient” (screen NP1)

4. Accesses “Tasks” (screen T1)

5. Accesses “Checklist Manager” (screen CM1)

6. Accesses “Task Manager” (screen TM1)

7. Accesses “Notifications” (screen N1)

8. Will not function in MVP 1.0

9. Sign out of the app. This is a work in progress.

Dashboard

https://www.dropbox.com/s/qnavh8m7dnv6wns/Menu_Desktop.png

This is the page the user lands on when first opening the app / logging in.

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Annotations:

1. The dashboard items are pre-filtered patient lists (screen PL1). The number of results from this filter equals the number shown.

2. Eventually, users will be able to create their own filters and save them in the dashboard for easy access. An example would be to save all patients tagged with a phrase. This will not be available in MVP 1.0.

3. Takes user to Notifications page.

4. Static image of logged in staff member.

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SCREEN: M1

SCREEN: D1

Desktop:

https://www.dropbox.com/s/vzvbrzmnvsw72dx/Menu_Tablet.pngTablet:

1st Consultation Interval

Chemotherapy Interval

New Patients

PAGE 2

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PAGE 3

PATIENT LIST

Initial Landing Page

Smart Search

Results Page

Once patients are entered into the system, their profiles become searchable by their name and diagnosis.

Results autofill with suggestions as letters are typed. These results are segmented by name or cancer type.

From the results page, the user can filter using the sidebar to narrow down the results further.

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Annotations:

1. The number of results searching / filtering has found. This number changes, as well as the patient list below it, as filters are adjusted.

2, The patient list ican be sorted by patient’s last name (A-Z) and by diagnosis.

3. When filters are added from the sidebar, the selections appear here. Removing the filter readjusts the search results.

4. Clicking anywhere on the patient panel (from the patient name on the left to the picture on the rights), takes the user to the Patient Profile Overview page. (screen PO1)

5. Sticky notes that are created on the discussion page (screen PD2) are posted if they exist. Only the most recent sticky note appears if there are multiple.

6. The diagnosis is taken from the New Patient Entry page (screen NP6). When clicking on “Chemotherapy” or “Hematology” more selections appear:

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https://www.dropbox.com/s/1yoq6xjzhfarrqw/1_Patients_LandingPage.png

https://www.dropbox.com/s/scaa8sy7ifvz4na/2_Patients_LandingPage2.png

https://www.dropbox.com/s/ux72aoydbdxbhwl/3_Patients_PatientList.png

The four most popular diagnoses appear, followed by “see more” which opens a full list of diagnoses. The number in parentheses always refers to the number of patients with this tag.

When a cancer type is picked, there is the option to select by “Stage” tag as well. When tags have zero results, they can not be checked.

7. Refers to the treatment plan type the patient has been designated

8, The next time the patient is in the office. There are three quick links in addition to a calendar pop up for a specific date. The “1st Consultation Only” option shows patients coming in for the first time that meet the previous date restrictions.

9. Doctors are selected during the New Patient Entry stage (screen NP5)

10. Referring Doctors are selected during the New Patient Entry stage (screen NP4)

11. Patient specific tags are created on the Patient Profile Overview page (screen PO1)

SCREEN: PL1

SCREEN: PL2

SCREEN: PL3

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PAGE 4

NOTIFICATIONS

Notificationshttps://www.dropbox.com/s/fxr325ggm719y7d/Notification.png

When a staff member is assigned to a patient’s team, they are notified of all actions that occur regarding this patient.

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Annotations:

1. When this icon is clicked from any page in the app, the Notifications page opens. The red circle on the icon disappears when the icon is clicked. It reappears when the user is on a different page and a new notification arrives. The number aligns with the number of new notifications since last visiting this page.

2. Notifications are arranged in chronological order with most recent actions appearing at the top.

3. Users and actions are linkable to their respective pages. For the MVP, staff links will not be linkable but patients and items such as commenting and tasks should.

4. The 15 most recent notifications are shown when landing on the page. More notifications lazy load when continuing to scroll down.

SCREEN: N11

4

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PAGE 5

ADD PATIENTS

Add a New Patient

https://www.dropbox.com/s/6s8eful85exsxxw/top1.png

https://www.dropbox.com/s/uglb13pkseoar9g/top2.png

This section is where staff adds new patients into the system. There are two types of patients. “Brand New Patients” have no previous history at the office / just been referred. “Existing Patients” are in the middle of treatment at the office but just have not been added to the CareStatus database.

New patients, when a “reason for referral” is selected, will automatically receive their first checklist (the pre-consultation checklist). For example, when new patient Mary Smith is created here and her reason for referral / diagnosis is Breast Cancer, her treatment plan will have generated a list of tasks that need to be completed before her first consultation appointment. When a doctor authors a pre-consultation checklist once for a specific type of disease, all future patients with that disease will get this same checklist. Existing patients do not have this option because they are past the pre-consultation interval in their treatment.

SCREEN: NP1 SCREEN: NP2

Inactive:

Active:

Saved Drafts

Joe Smith10:30am

Jane Smith09:30am

SCREEN: NP3

Annotations

1. Saved drafts of new patients are accessible here. These patients have not had their information finalized. Clicking on a patient name takes them back to the new patient form with previously added information present.

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PAGE 6

NEW PATIENT ENTRY - BRAND NEW PATIENT

1. Basic Infohttps://www.dropbox.com/s/6wjih4lb4mtsy03/1.png

Patient Name & EHR Records ID are required. Either phone or email (both is preferred) is required.

Annotations

1. Saves draft of patient profile as seen in screen NP3.

2. Creating a new patient does not have to be done in sequential order. The user can skip ahead to other sections if desired. When submitting the patient though, all sections must be complete.

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2. Referring Doctorhttps://www.dropbox.com/s/n53qp2e2bqzzfn3/2.png

Once doctors have been created, they are searchable.

Annotations

1. Clicking anywhere in this panel, takes user back to section to update / edit.

2. Opens a basic form on this page requesting first / last name, medical practice and address of new referring MD..

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3. This patient is forhttps://www.dropbox.com/s/zxa0540oo1jd0zr/3.png

The staff doctor will come from a set list. For the MVP, Dr. Eisenberg will be the only one using it. All doctors have nurses associated with them. When the doctor is chosen, both he and the nurse will be added as team members / watchers for this patient.

4. Reason for Referralhttps://www.dropbox.com/s/i1hdwgd9702v5xa/4.png

A search box that grabs diagnosis results from a fixed list. The search autofills with suggestions as more letters are typed. (“BR” will suggest Breast Cancer and Brain Cancer, “BRE” will just suggest Breast Cancer.

SCREEN: NP4 SCREEN: NP5

SCREEN: NP6 SCREEN: NP7

click anywhere in panel to go back to editing

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PAGE 7

NEW PATIENT ENTRY - BRAND NEW PATIENT

4a. Reason for Referralhttps://www.dropbox.com/s/nqf876fxzfape7k/5.png

Patients can have more than one diagnosis attached to them. The “Primary” reason is the first one entered. This feature will be used in later development of the product.

5. First Consultation Appointmenthttps://www.dropbox.com/s/lx14zv3esxrnw5x/6.png

Either a date / time or a target date can be chosen. This determines when the pre-authored checklist needs to be completed by.

6. Submithttps://www.dropbox.com/s/nv3anjuhk7ip8wx/7.png

Hitting the Submit Patient button, takes the user to the newly created patient profile page (Patient Overview” tab).

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Annotations

1. Opens a calendar widget as seen on the checklistl page (screen PT3)

2. Every 30 minutes from 9 AM to 6 PM as seen on the Task Detail page.

3. Defaults to 30 days. Clicking the plus or minus, increases or decreases the number by 1. Click into the box for direct typing.

SCREEN: NP8 SCREEN: NP9

SCREEN: NP10

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Annotations:

1. Submit button only appears when all fields are completed.

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PAGE 8

NEW PATIENT ENTRY - BRAND NEW PATIENT

7. First Consultation Appointmenthttps://www.dropbox.com/s/hyr3zgs86wwxj8q/PatientOverview-AuthoredPlan.png

Every “Reason for Referral” has a single checklist associated with it. For example, after the doctor has created a list of tasks needed before one patient’s Breast Cancer consultation, all future patients with Breast Cancer will receive this same checklist for their consultations.

6. Submithttps://www.dropbox.com/s/nv3anjuhk7ip8wx/7.png

Annotations

1. This header message appears only after submitting the new patient takes place. It disappears after the treatment plan is viewed.

2, 3. Both buttons open screen NP12

SCREEN: NP11SCREEN: NP10

When a 1st Consultation task list already exists.

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SCREEN: NP12

8. First Consultation Treatment Planhttps://www.dropbox.com/s/1yxp0vhqk7g5vfw/TreatmentPlan-PreConsult.png

The tasks have been automatically added based on what the doctor previously authored.

Jane Smith has been automatically assigneda 1st Consultation Task List

Review the Task List

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PAGE 9

NEW PATIENT ENTRY - BRAND NEW PATIENT

7. First Consultation Appointmenthttps://www.dropbox.com/s/oiuctbjth6n0fdr/PatientOverview-NewPlan.png

When a Reason for Referral does not have a checklist associated with it, one must be created. This checklist is then reused for future patients. This process therefore will only occur once for each Reason for Referral type.

6. Submithttps://www.dropbox.com/s/nv3anjuhk7ip8wx/7.png

Annotations

1. This header message appears once a new patient has been submitted. It remains on all patient profile pages until a treatment plan has been authored.

2. Opens screen NP14

SCREEN: NP13SCREEN: NP10

When a 1st Consultation task list does not already exist.

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SCREEN: NP14

8. First Consultation Treatment Planhttps://www.dropbox.com/s/wz4mnmzz2t53w71/Authoring-PreConsultList-New.png

The doctor must author a first consultation plan here by adding tasks. This process is explained in detail in the Authoring section.

SCREEN: NP14A

9. First Consultation Treatment Plan - Adding a Taskhttps://www.dropbox.com/s/8oviaim3kflvfhe/Authoring-PreConsult-AddBefore.png

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PAGE 10

NEW PATIENT ENTRY - EXISTING PATIENT

1. Basic Infohttps://www.dropbox.com/s/ijndm569p75calv/1.png

Patient Name & EHR Records ID are required. Either phone or email (both is preferred) is required.

2. This patient is forhttps://www.dropbox.com/s/eyjoyn79x8brqr4/2.png

The staff doctor will come from a set list. For the MVP, Dr. Eisenberg will be the only one using it. All doctors have nurses associated with them. When the doctor is chosen, both he and the nurse will be added as team members / watchers for this patient.

3. Diagnosishttps://www.dropbox.com/s/5tmmoxlx28tvnqf/3.png

A search box that grabs results from a fixed list. The search autofills with suggestions as more letters are typed. (“BR” will suggest Breast Cancer and Brain Cancer, “BRE” will just suggest Breast Cancer.

4. Submithttps://www.dropbox.com/s/7z5t3le7fq4l15a/4.png

Hitting the Submit Patient button, takes the user to the newly created patient profile page (Patient Overview” tab).

SCREEN: NP15 SCREEN: NP16

SCREEN: NP17 SCREEN: NP18

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Annotations:

1. Submit button only appears when all fields are completed.

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PAGE 11

NEW PATIENT ENTRY - EXISTING PATIENT

5. Treatment Plan Neededhttps://www.dropbox.com/s/o7rfwjdcne9m8vz/PatientOverview-MidPlan.png

Since existing patients already have a history at the office, the doctor must select which treatment plans they are currently undergoing and, if necessary, what cycle they are in. The process of specifying their plan is very similar to the authoring process.

4. Submithttps://www.dropbox.com/s/nv3anjuhk7ip8wx/7.png

Annotations

1. This header message appears once a new patient has been submitted. It disappears after the treatment plan is added.

2. Opens the treatment plan editor

SCREEN: NP19SCREEN: NP18

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SCREEN: NP20

8. Treatment Plan Editorhttps://www.dropbox.com/s/4tzw0ay8pxzoac2/Authoring-BlankPlan.png

The doctor can add existing treatment plans on this page. This is a very similar set up to Screen A1 but without any plans in place.

8. Select a Treatment Planhttps://www.dropbox.com/s/zetno49gyzeob7h/Authoring-BlankPlan-New.png

The doctor can add a treatment plan here. Patients can have multiple treatment plans associated with them but the doctor can only create one plan at a time.

SCREEN: NP21

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PAGE 12

NEW PATIENT ENTRY - EXISTING PATIENTSCREEN: NP21

SCREEN: NP22

9. Adding Chemotherapy to Existing Patienthttps://www.dropbox.com/s/absfzeuh9yrojpt/Authoring-TreatmentChemo_browseSelected.png

In this example, the doctor chooses to add Chemotherapy for this patient.

10. Select a Treatment Planhttps://www.dropbox.com/s/wt4p2wlr6dp4m4c/Authoring-List-TC1Complete.png

In this example, the patient is currently in Cycle 2.

SCREEN: NP23

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Annotations:

1. The doctor can create a new regimen here (explained further in the Authoring section of this doc).

2. When selecting a saved regimen, a date must be provided. If a past date is selected,t he system can calculate what the current cycle is. For example, if today’s date is March 1 and the chemo cycles every month beginning January 1, then the patient must currently be in Cycle 3.

Annotations:

3. Cycle 1 is still visiblee here but is grayed out to indicate that it has already occurred.

4. Finalizing a task list takes user back to a page like NP20 but with new treatment plan listed (also see screen A1 in the Authoring section).

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Screen A1

https://www.dropbox.com/s/0n0arni4yb6tbzp/Step8_TreatmentPlan.png

continues to show before / during / after for TC3

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PAGE 13

NEW PATIENT ENTRY - IN REVIEW

Brand New Patient Entry if the Reason for Referral Has a Treatment Plan Associated With It

Enter New Patient Info Patient Profile OverviewSubmit Patient1st Consultation Treatment Plan

Assigned

Brand New Patient Entry if the Reason for Referral Does NOT Have a Treatment Plan Associated With It

Enter New Patient Info Patient Profile OverviewSubmit PatientCreate

1st Consultation Treatment Plan

Automated

Add New Plan1st Consultation Treatment Plan

AssignedAdd Tasks

All future patients with XYZ Cancer will now

receive this treatment plan

Reason For Referral:ABC Cancer

ABC CancerChecklist

Reason For Referral:XYZ Cancer

Existing Patient Entry

Enter New Patient InfoAdd Treatment Plan(s)

Patient Is Currently Undergoing

Submit Patient

Select From Saved Regimens Create New Regimen

Indicate Date Treatment Started

Indicate Name, Frequency and Start Date

of Regimen

Review / Edit Saved Regimen

Build Task List of Regimen

either or

ChemoOral TherapyRadiationLong Term TaskWatchful WaitingAdditional Workup

Past or present date. This calculates the current cycle the patient is in

Past or present date. This calculates the current cycle the patient is in

Treatment Plan Finalized

Page 14: Annotations example

PAGE 14

TASKS

Initial Landing Page

Smart Search

Results Page

Once tasks are entered into the system, they become searchable / filterable in the Tasks tool. When a patient’s treatment plan has that task in it, the patient profile will show up in the search results.

Results autofill with possible matches as more letters are typed.

From the results page, the user can filter using the sidebar to narrow down the results further.

Annotations:

1. Searching for a specific patient name shows only that patient in the results with the top-level task.

2, Filter by the current treatment interval the patient is in. This does not include previous or upcoming intervals such as if a patient has already finished chemo or will start chemo in the next week.

3. The status update of the task. There is a set number of status updates that tasks can be designated. These statuses are assigned by team members in one of two places, the patient profile / treatment plan (screen PT3) or the patient profile / task detail page (screen PT4)

4. Tasks can be checked off, rescheduled and updated from this section exactly like they can on a patient’s profile page.

5. Sort by due date or patient last name from A-Z.

https://www.dropbox.com/s/xikwmd2pczk7nj3/Task_Blank.png

https://www.dropbox.com/s/e281q0dg4685uiy/Task_SmartSearch.png

https://www.dropbox.com/s/uxh5gpqsm38ua0c/Task_Result.png

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SCREEN: TL1

SCREEN: TL2

SCREEN: TL3

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PAGE 15

3. The next time the patient will come to the office and the reason for appointment. This is determined in the “Treatment Plan” section of the Patient Profile. This section is not clickable.

4. A profile picture is uploaded here if there is one missing

5, Edit any general information about the patient (when patient was first inputted) here.

6. The date the patient was inputted into the system

7. Patients can be tagged with free text phrases. These tags are filterable on the Patients list page. Tags on patient profiles do not link to anything at this moment.

8. Team members can complete tasks, receive notifications when actions occur and can join discussions about the patient. The Patient Coordinator is the user who will input the patient’s info into the database, the Doctor is chosen during this stage and the Medical Assistant is automatically matched with specific doctors.

9. This link will not function in MVP 1.0.

10. Activities about the patient arranged very much like Notifications but for a specific patient. The 15 most recent activities appear and then more lazy load when continuing to scroll down.

PATIENT PROFILE - OVERVIEW

Patient Profile Overviewhttps://www.dropbox.com/s/plezdmo7o6x1id5/PatientOverview.png

The overview page is where the user is taken when selecting a patient from the Patients list.

Annotations:

1. Patient Profiles are sectioned off into three tabs. “Overview” is currently open.

2, The diagnosis is selected when patients are first inputted into the system. Stage tags are added here. There is a set list of Stage tags.

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SCREEN: P01

Patient Profile without Stage indicated:

https://www.dropbox.com/s/hn46m7nz0x3ohw2/PatientOverview_NoStage.png

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PAGE 16

PATIENT PROFILE - DISCUSSIONS

Discussionshttps://www.dropbox.com/s/mpjigumnn8vun5q/discussion_main_allcollapsed.png

Team Members can have discussions about a patient without talking about a specific task.

Annotations:

1. The “Discussions” tab is currently open on the patient profile.

2. The ability to remove or add team members to be notified. “All Members”by default will be checked.

3. Discussions are grouped first by the opening message and then any replies minimized below. The next screen shows what expanded comments look like.

Discussions with Stickyhttps://www.dropbox.com/s/e2yjigyqfzf6v4r/discussion_sticky_expandedmsg.png

When a comment is marked as important, it “sticks” to the tops of all pages when browsing inside of the patient’s profile.

Annotations:

1. Stickies show the message, the author and when the message was written. Only the initial message appears, all comments can be accessed in the discussion section below. Only introductory messages can be marked as stickies, replies can not.

2. Tapping this icon sticks the message to the top.

3. An expanded comments section.

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1.0

1.0

1.0

SCREEN: PD1

SCREEN: PD2

Patient Profile Without Any Messages

https://www.dropbox.com/s/f2trjpmb7hcrgpj/discussion_main_nomsg.png

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PAGE 17

PATIENT PROFILE - MULTIPLE STICKIES

Single Stickyhttps://www.dropbox.com/s/qtgsr98yyvkukc2/PatientOverview_with_1_GlobalMessage.png

Staff members can choose to stick multiple messages for a patient.

Annotations:

1. By default, only the most recent sticky is shown, with the previous ones collapsed

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Multiple Stickies - Collapsedhttps://www.dropbox.com/s/d9qddjyftin2q1m/PatientOverview_with_3_Limited_GlobalMessage.png

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Multiple Stickies - Expandedhttps://www.dropbox.com/s/klvsrfkttpay7hp/PatientOverview_with_3_Full_GlobalMessage.png

Annotations:

1. When expanded, the stickies push the content down. Stickies are arranged chronologically with the most recent sticky shown at the top.

2. Collapses the stickies and pushes the content back up.

SCREEN: P03

SCREEN: P02

SCREEN: P04

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PAGE 18

PATIENT PROFILE - TREATMENT PLAN

Treatment Plan

https://www.dropbox.com/s/agidh41uo6b4fw5/TreatmentPlan_On.png

Turn Treatments On / Offto hide or remove tasks

from the list below

Checkist minus Radiation tasks

Tasks across multiple treatment plans arranged in chronological order not by treatment plan

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Annotations:

1. The tab “Treatment Plan” is open in a patient profile.

2. The timeline is a work in progress. It will not be incorporated into MVP 1.0

3. A list of the treatment plans that have been authored by the doctor for the patient. Each treatment plan type (Chemo, Radiation, Oral Therapy, Watchful Waiting, Long Term Task, Additional Workup) has a color associated with it. The task list below this section is a combination of all tasks that were created for these treatment plans. The task list is not organized by treatment type but rather in chronological order over the next 30 days.

4. When tasks are completed, staff checks off this box.

5. This is the rule for when this task must occur in relation to the main event. These rules are determined in the authoring process.

6. When tasks with appointment dates associated with them have been scheduled, they appear in this state. Choosing whether a task does or does not have an appointment associated with it occurs during the authoring process.

7. When tasks with appointments have not been scheduled, they appear in this state with a target date indicated in place of an actual date as specified in the authoring process.

8. When tasks are created, they are assigned buckets or larger categories. Buckets allow for tasks to be easily organized in the Task Management tool (screen TM1). There are a set number of buckets to choose from. The bucket a task is assigned is noted here.

9. The current status of a task (“Pending Authorization”) with freehand comment “Called insurance on 2/21” also added.

10. Indicates that their are comments about this task. The number is the total number of comments including replies.

11. Opens treatment plan editing (screen A1)

12. Tapping on a treatment plan turns it “on” or “off” from the checklist below. When a treatment plan is “off” it does not show up in the task list. In the first screen, Radiation (green line) is “on” and in the second screen it is “off.”

13. Opens checklist editing (WORK IN PROGRESS)

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https://www.dropbox.com/s/y027iwlgz6w8bek/TreatmentPlan_Off-%28green-is-off%29.png

SCREEN: PT1 SCREEN: PT2

Screen PT1 Screen PT2

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PAGE 19

PATIENT PROFILE - TREATMENT PLAN IN ACTION

Checklist in Actionhttps://www.dropbox.com/s/cjozhpk9n14jvyh/TreatmentPlan_popup.png

Task editing can be performed directly on this page. Tasks can be completed, status updated and scheduled.

Annotations:

1. When the completed box is checked off (to signify that a task is complete), a confirmation window opens. Unchecking the box also opens a confirmation window asking “Is this task incomplete?”

2. Tasks can have status updates attached to them. This is not necessary but is an option. Tasks can be given multiple status updates over time but only the most recent shows. When the status area is clicked, a pop up window opens with a dropdown of status updates. These updates are from a fixed list of options. In addition to the dropdown, an option to leave a comment also is given. The comment can be a maximum of 140 characters. The number on the bottom left of the comment box decreases in real time as words are typed to represent the number of characters currently used.

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The set list of status items

3. When appointments are added, a pop up window with a calendar and time appears. The options of dates to choose on the calendar match the restrictions as indicated in the text (the user can only select days between April 15 and April 19 in this case). Selecting a time is optional. The time drop down shows every 30 minutes between 9 AM & 6 PM. As a date and time is selected, the results show in the lower left of the pop up window.

4. This is what blank status updates look like.

5. Once dates have been confirmed, they can always be rescheduled. Clicking on the date / time, opens a pop up window just like the one seen in #3.

6. Clicking the title of the task opens a new page with the task detail (screen PT4).

7. When tasks are completed, they appear in this state. Completed tasks can not be edited unless they are unchecked.

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SCREEN: PT3

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PAGE 20

TASK DETAIL

Task Detailhttps://www.dropbox.com/s/7plhlknqvkp6xpq/TreatmentPlan_SelectedTask.png

This is the page that shows when tasks are clicked from the task list. Each task has its own Task Detail page.

Annotations:

1. Returns user back to the treatment plan page.

2. The current status with comment attached. Clicking on the gray box (“Awaiting Authorization” allows for a new status to be added in its place.

3. The date of the task. Clicking “Reschedule” opens a calendar and time drop down. This section only shows if the task has an appointment associated with iht.

4. Unlike general discussions about a patient which have multiple threads, there is only one thread for task discussion.

5. A history of all previous status updates. This list is ordered from most recent to least recent.

6. Add a new comment here.

4

2

3

1

5

6

SCREEN: PT4

Page 21: Annotations example

PAGE 21

This is the section where treatments can be created / edited / removed.

EDIT / AUTHOR TREATMENT PLANS

Treatment Plan Main Page

Annotations:

1. When a doctor wants to create / edit / remove treatments for a patient, he clicks on this button. This opens screen A1 in a separate page.

2. Clicking this button opens a pop up window as seen in screen A2.

3. When “In Progress” treatments are clicked, they can be edited. Clicking on this square will take you to a page much like screen AC7. From there, the doctor can discontinue or reschedule dates and add, edit or remove tasks.

4. When “Upcoming” treatments are clicked, they can be edited. Clicking on this square will take you to a page much like screen AC7. From there, the doctor can reschedule dates and add, edit or remove tasks.

5. Completed treatments can not be edited or clicked. These are view only.

6. When an “In Progress” treatment is discontinued, it shows up in this section and is view only.

1

2

3

4

5

6

7

8

7. Clicking this takes you back to A1 with the changes implemented.

8. the doctor selects which type of treatment will be added. Clicking on “Chemotherapy” opens screen AC1, clicking “Radiation” opens screen AR1, etc.

SCREEN: PT1

SCREEN: A1 SCREEN: A2

https://www.dropbox.com/s/144v3rmv5gspko1/Authoring-TreatmentPlan_EditMain.png https://www.dropbox.com/s/unwl65tpi74n4hu/Authoring-EditMain-New.png

Screen A1 Screen A2

Page 22: Annotations example

PAGE 22

Treatment Plans can either be created from scratch or they can be selected from a stored list of previously created treatments. When a stored treatment is selected, the tasks that are designated can be edited or removed. However, these tasks revert back to their original form (when they were first created) when selected again for another patient.

AUTHORING CHEMOTHERAPY

Add a Chemotherapy Regimen

Annotations:

1. Clicking this button opens a modal window (screen AC3)

2. When new regimens are created and authored, they are saved in the future in this section for easy access. These saved templates are rearranged alphabetically by Regimen Name, Cycle Length and Cycle Freq. when their columns are clicked. When you click on a regimen name within this section it reveals additional info as seen in screen AC2

3. Search saved regimens

1

2

3

4

5

SCREEN: A2

SCREEN: AC1 SCREEN: AC2https://www.dropbox.com/s/rbz029eidhq05bb/Authoring-TreatmentChemo_Browse.png https://www.dropbox.com/s/absfzeuh9yrojpt/Authoring-TreatmentChemo_browseSelected.png

4. A main event is indicated and can not be a changed. A calendar date must be added (via calendar popup) in order for the “View Task List” button to be enabled.

5. Once a regimen is clicked and a date has been added, clicking this button takes you to a page much like screen AC7 with all of the tasks and cycles pre-defined from when they were originally authored.

Page 23: Annotations example

PAGE 23

For Chemotherapy, treatments are performed in scheduled cycles. Different chemo drugs have different cycle lengths. Once this general area is created, it will be stored in the future as seen in the previous screen. If the name / cycles already have been authored, an error message will show with a link to this previously authored task list. (WORK IN PROGRESS). All fields in this modal window are required in order to continue building the task task list.

AUTHORING CHEMOTHERAPY

New Chemotherapy Regimen

Annotations:

1. The doctor must name the regimen. In this example the name is “TC” which stands for Taxotere / Cyotaxan - the two drugs which are used. There can be other treatments also named TC as long as the cycles are of a different length and duration.

2. The doctor can either click the plus / minus buttons to increase the number by one or can type a number value directly into the center box

3. Some cycles last indefinitely until there is signs of improvement. Clicking this button deactivates the number section.

4. Dropdown includes days, weeks, months, years

5. The first day of chemotherapy is the event which all of the tasks in the next page revolves around. By indicating a date, all tasks must now be completed before, during or after this date.

6. Clicking this button takes the doctor to AC4

1

2

3

4

5

6

SCREEN: AC1

SCREEN: AC3

SCREEN: AC4

https://www.dropbox.com/s/6cc3iz5rgc4289a/Authoring-TreatmentChemo.psd

Page 24: Annotations example

PAGE 24

AUTHORING CHEMOTHERAPY

Blank Authoring Pagehttps://www.dropbox.com/s/0g1siwh8v7f7f08/Authoring-TaskListChemo-New.psd

On this page, the doctor adds tasks that need to be completed during the chemotherapy treatment. Based on the previous screen, the number of cycles and projected dates have been created. The doctor indicated that there were 3 cycles that repeated every 3 weeks starting on March 23rd. So on this page, TC 1, 2 and 3 have been created. and the dates say March 25, April 15 & May 6.

Tasks can be added either before, the day or, or after the first day of chemotherapy. These are segmented.

Annotations:

1. Takes doctor back to screen AC3

2. Takes doctor to screen A1 with newly created treatment in the “Upcoming” section

3. Clicking links like these open a task detail form as seen in screen AC5

4. Canceling will bring up a confirmation box and when confirmed brings user back to screen A1 without the treatment.

1

2

3

4

SCREEN: AC4

Page 25: Annotations example

PAGE 25

AUTHORING CHEMOTHERAPY

Adding a Task That Comes Before (of After) the Main Eventhttps://www.dropbox.com/s/7xpuzuw6vdn1ih1/Authoring-TaskListChemo-Before.png

When adding a task, there are a set of questions that need to be answered before the task is created. OThese expand in an accordion style which pushes all content below if down and pulls the content back up when the task is added.

Annotations:

1. The task name is a free text that is remembered the next time it is entered. This means previously typed tasks can are autofilled when typing begins.

2. The bucket the task belongs to is signified here. Previously created tasks autofill this area.

3, When adding a task before or after the first day of chemo, the doctor must indicate when specifically.. When “exactly” or “within” are selected, a day must be selected. The drop down for this section is days and weeks.

4. Clicking “all cycles” means the task will be slotted into the successive cycles in addition to the cycle the doctor is currently editing. Alternatively, the doctor can click one or more of the single cycle buttons.

5. Some tasks are just recommended as opposed to mandatory. This has no effect on the functionality of the task but just adds an extra tag indicating optional or required.

6. Appointment related tasks have schedules attached to them that are edited after the task list has been created. In-office appointments mean the staff can add a date and time. Out of office appointments means the staff can add a date but no time.

7. Completes the task creation and closes the accordion. Only becomes activated when all previous fields are filled.

8. Once tasks have been added, icons and text appear to quickly illustrate if they are repeating, optional, in or out of house appointments. Required tasks and those without appointments do not have respective icons - they are left blank.

1 2

3

4

5

6

8

With Buttons Selected

7

SCREEN: AC5

Task is Optional Task is Optional Appointmentin the office

Repeat for a range of cycles Repeat, one other time(in this case, cycle 2)

Appointment at another location

ICONS

Page 26: Annotations example

PAGE 26

AUTHORING CHEMOTHERAPY

Adding a Task That Comes on the Day of the Main Event

https://www.dropbox.com/s/urlamcu0cztttme/Authoring-TaskListChemo-During.png

The only difference between a “day of” task versus a before or after main event task is that the doctor does not have to specify the date of the “day of” task - it is implied that it will match the main event date.

With Buttons Selected

SCREEN: AC6

Page 27: Annotations example

PAGE 27

AUTHORING CHEMOTHERAPY

Saving an Authored Treatment Planhttps://www.dropbox.com/s/aoyeisllfoqdhfp/Authoring-TaskListChemo.png

Sends the user back to the main Treatment Plan page.

SCREEN: AC7

SCREEN: A1

Page 28: Annotations example

PAGE 28

The process for adding Oral Therapy treatment is identical to the process for adding Chemotherapy. While “First Day of Chemo” is the main event for Chemotherapy, “Check Up Appointment” is the main event for all Oral Therapy Treatments.

AUTHORING ORAL THERAPY

Add An Oral Therapy Regimen

modal window

SCREEN: A2

SCREEN: AO1 SCREEN: AO2

https://www.dropbox.com/s/wvrq9u6iod9ftcx/Authoring-TreatmentOral.png https://www.dropbox.com/s/gawizbvougmnh58/Authoring-TreatmentOral-NewReg.png

Page 29: Annotations example

PAGE 29

AUTHORING ORAL THERAPY

The different states of the saved regimen list (applies to Chemo authoring as well).

Browsing Saved Regimens

Searching for a Saved Regimen

Adding a Date to a Saved Regimen

Search Result With Missing Date(Submit button disabled)

Search Result With Date(Submit button enabled)

Date Added to a Saved Regimen

Page 30: Annotations example

PAGE 30

AUTHORING ORAL THERAPY

Adding a Task That Comes Before (of After) the Main Eventhttps://www.dropbox.com/s/upl8kf4y52i639g/Authoring-TaskListOral-BeforeFilled.png

Since most Oral Therapies last years, there a potentially a number of cycles.

Annotations:

1. Limit 4 cycle buttons per line.

2. Type in a starting number and an ending number to activate a range of buttons.

1

2

SCREEN: AO3

Page 31: Annotations example

PAGE 31

AUTHORING ORAL THERAPY

Adding a Task That Occurs the Day of the Main Eventhttps://www.dropbox.com/s/droov3gqwmc5szz/Authoring-TaskListOral-NewDuring.png

SCREEN: AO4

Page 32: Annotations example

PAGE 32

AUTHORING ORAL THERAPY

Saving an Authored Treatment Planhttps://www.dropbox.com/s/wfnvajj4hukp668/Authoring-TaskListOral.png

Sends the user back to the main Treatment Plan page.

SCREEN: AO5

SCREEN: A1

Page 33: Annotations example

PAGE 33

Radiation, unlike Chemotherapy and Oral Therapy regimens, only has one saved template for future use. Radiation also occurs off-site, so the staff can only assign tasks before radiation begins and after radiation ends (not during radiation).

AUTHORING RADIATION TREATMENT

Add a Radiation Regimenhttps://www.dropbox.com/s/ckq2f5hgbmbn0o3/Authoring-TreatmentRad-Fill.png

Annotations:

1. Determines when radiation begins.

2. Determines when radiation ends.

3. Allows for the use of the saved Radiation task list. This list is produced in A_R2. The next page will autofill with the template tasks if this is clicked.

4. Proceeds to A_R2

1

2

3

4

SCREEN: A2

SCREEN: AR1

Page 34: Annotations example

PAGE 34

AUTHORING RADIATION TREATMENT

Adding a Task That Occurs Before Radiation Begins

https://www.dropbox.com/s/ve58effdh187ev5/Authoring-TaskListRad-New.pngo

Accordion

https://www.dropbox.com/s/b25voz0sizw638a/Authoring-TaskListRad-NewTask.png

Buttons in Action

SCREEN: AR2

SCREEN: AR3 SCREEN: AR4

https://www.dropbox.com/s/ry8dsm640qkxvdc/Authoring-TaskListRad-NewTaskFilled.png

Page 35: Annotations example

PAGE 35

AUTHORING RADIATION TREATMENT

Saving an Authored Treatment Plan

https://www.dropbox.com/s/5oy1imy0v2t3o7a/Authoring-TaskListRad.png

Sends the user back to the main Treatment Plan page.

SCREEN: AR5

SCREEN: A1

Page 36: Annotations example

PAGE 36

AUTHORING PRE-CONSULTATIONS (wireframes)

Adding 1st Consultation Plan

Iif the doctor has never previously authored a pre-consultation checklist for a patient’s diagnosis, the patient profile will request a list to be made. Once this list is made, all future patients with the same diagnosis will automatically receive this checklist.

Annotations:

1. Clicking this button takes the user to a task list creation page much like on screen AC5

Better Plan Daisy F.5Today is February 28th

Treatment PlanPatient Overview

Betty SmithDiagnosed with Breast Cancer edit

Referring Doctor:

Patient Since:

Add a Tag

edit patient info

Team Discussions

EHR #:

Email:

Phone:

Current Interval: Pre Consultation

Dr. Jane Smith

02/28/13

123456789

[email protected]

555-555-5555

Submit

Dr. Eisenberg

Daisy F

Cindy R.

edit team members

Team MembersPatient Info

Updates for Betty Smith

Today

Daisy F. created a profile for Betty Smith 2:47 pm

20 characters remaining

Betty comes in next for a 1st Consultation

03/11 at 9:30 am12 days away

View Full Calendar

Add a 1st Consultation Plan for Betty Smith

Better Plan Daisy F.5Today is February 28th

Now Creating a Treatment Plan for Betty Smith save and exit

Finish Adding Tasks

There are no currently no tasks created for this Interval

Task List

Add a new task

1

SCREEN: AP1

SCREEN: AP2

Page 37: Annotations example

PAGE 37

AUTHORING PRE-CONSULTATIONS (wireframes)

Adding 1st Consultation Tasks

The doctor must add tasks much like in the previous authoring examples.

Annotations:

1. Once the list has been created, the user will return to the patient’s profile page with the newly created list now available.

Better Plan Daisy F.5Today is February 28th

Now Creating a Treatment Plan for Betty Smith save and exit

Finish Adding Tasks

There are no currently no tasks created for this Interval

Task List

Add a new task

Better Plan Daisy F.5Today is February 28th

Now Creating a Treatment Plan for Betty Smith save and exit

Finish Adding Tasks

There are no currently no tasks created for this Interval

Task List

Add a new task

Add Tasks

Finish Adding Tasks

There are no currently no tasks created for this IntervalEnter the Task Name

This Task Must Occur

Before

1st Consultation

The Day Of

1st Consultation

After

1st Consultation

Any Time

Any Time

Exactly

Within

Is This Task Required?

Yes No - It’s Optional

Does This Task Have an Appointment Date?

Yes - In the Office

Yes - At Another Location No

Add This Task

***This page will also appear when adding tasks for all other regimen types

Better Plan Daisy F.5Today is February 28th

Treatment PlanPatient Overview

Betty SmithDiagnosed with Breast Cancer add a stage

Betty comes in next for a 1st Consultation

03/11 at 9:30 am12 days away

View Full Calendar

Team Discussions

Current Interval: Pre Consultation

Daily Monthly View All

First Consultation

today

Mon March 11, 9:30 am Reschedule

03/09

6 Tasks to Complete Before the 1st Consultation

Diagnostic Bilateral Mammogram

Breast Needle Biopsy Report

Surgeon’s Notes

Lumpectomy Surgical Pathology Report

Ultrasound - Optional

Breast MRI - Optional

Edit Checklist

Edit Treatment Timeline

unscheduled

03/05 at 2:30 pmPending - this is taking a little longe….

Key

Scheduled

Status 3 - note note note

Status 4

Status 5

1 new message

1 new message

unscheduled

unscheduled

Copy to Varian

1

SCREEN: AP2

SCREEN: AP3 SCREEN: AP4

Page 38: Annotations example

PAGE 38

Long Term Tasks are single tasks that appear or repeat in the future (3 months or more). An example is a “Get a Mammogram every 2 years.” It is not tied to any type of treatment plan but still is a task that must be addressed.

AUTHORING A LONG TERM TASK

Add a Long Term Taskhttps://www.dropbox.com/s/2i5yo24rbl5x54z/Authoring-LongTermTask.png

Annotations:

1. The functionality is the same as authoring tasks in other plans except that it is not tied to a main event.

2. Brings user back to the main Treatment Plan page (screen A1) with the newly added task in the future segment.

1

2

SCREEN: A2

SCREEN: AL1

Page 39: Annotations example

PAGE 39

Watchful Waiting does not have tasks associated with it. It is setting up a reminder to check the progress of the patient over a period of time. Reminders can be turned off from the main treatment plan page (top screen on this page).

AUTHORING A WATCHFUL WAITING PLAN

Add a Long Term Taskhttps://www.dropbox.com/s/1v3nfpoj8uc3fio/Authoring-WatchfulWaiting.png

Annotations:

1. Opens calendar widget.

2. Sets #1 to today’s date.

3. Once reminders are set, they will appear as tasks on the checklist as “Watchful Waiting reminder for Patient_Name”

4. Brings user back to the main Treatment Plan page (screen A1) with the newly added plan in the present or future segment (depending on date selected).

12

3

4

SCREEN: A2

SCREEN: AW1

Page 40: Annotations example

PAGE 40

Additional Workup can be one or more tasks that need to be completed as soon as possible. Therefore, they are all required and they all have tight deadlines. All other treatment can not proceed until these tasks are complete.

AUTHORING ADDITIONAL WORKUP

Add Additional Workup Tasks

SCREEN: A2

SCREEN: AAW 1 SCREEN: AAW2

SCREEN: AAW3

https://www.dropbox.com/s/amjcf5z2s7gjqhq/Authoring-AdditionWorkup-AddTask.pnghttps://www.dropbox.com/s/328x3fxoeq2srmm/Authoring-AdditionWorkup-New.png

https://www.dropbox.com/s/j6co5pc51e1pwam/Authoring-AdditionWorkup.png

Page 41: Annotations example

PAGE 41

TC

IN PROGRESS

COMPLETED

1st Consultation

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

edit

select a reason for discontinuing

OK or Cancel

DISCONTINUED

COMPLETED

1st Consultation

TC - patient became too weak

SCREEN: DP1 SCREEN: DP2

SCREEN: DP3 SCREEN: DP4

Doctors have the ability to end treatment plans prematurely if patients are not responding well to the treatment.

Discontinuing Flow

Annotations:

1. Treatment plans are accessed from the patient’s profile on a screen much like A1. Treatments that are “In Progress” or “Upcoming” can be discontinued.

2. From the edit treatment screen, the doctor can add / remove tasks, discontinue or hold treatment. This is the discontinue flow.

3. A reason for discontinuing must be selected from the drop down list in order to activate the OK button. This list is fixed and will be listed for each treatment type on Page 44.

3. Once confirmed, the newly discontinued plan is now placed in the “discontinued” section where it can no longer be activated. The reason for discontinuing is recorded here.

1

2

3

4

DISCONTINUING A PLAN (WIREFRAMES ONLY)

Page 42: Annotations example

PAGE 42

TC

IN PROGRESS

COMPLETED

1st Consultation

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

edit

or Cancel

ON HOLD

COMPLETED

1st Consultation

TC - unexpected side effects

Set a reminder for resuming this treatment

select a reason for holding

1 week

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

OK

Set another reminder for resuming this treatment

1 week

Resume this treatment on: date OK

OK

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

OK

Extend the reminder

1 week

Resume this treatment on: date OK

A reminder will be sent in 3 days

A reminder was sent 1 day ago

if reminder has elapsed

if reminder has not elapsed

SCREEN: HP1

Doctors have the ability to temporarily hold treatment plans if patients are not responding well to the treatment. They can turn plans back on at their discretion.

Holding Flow

Annotations:

1. Set a reminder about this patient’s paused treatment. This is not a date for when treatment will begin again but simply a reminder to take action.

2. Once a reminder has elapsed, the doctor can either set a date for when the new main event begins or can set another reminder.

3. If the doctor visits this page and the reminder has not elapsed, he can extend the reminder or cancel the reminder and set a new start date for the main event.

SCREEN: HP2

SCREEN: HP5SCREEN: HP4SCREEN: HP3

1

When a plan is put on hold, it essentially restarts the cycle. So if some tasks in this cycle have been completed prior to pausing, they will become incomplete again once the cycle is resumed. When resuming a plan, treatment reverts back to the beginning of the current main event. By adding a date to resume treatment, the doctor is selecting a date for when the main event begins again.

2

3

SCREEN: HP6

HOLDING A PLAN (WIREFRAMES ONLY)

Page 43: Annotations example

PAGE 43

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

OK

Set another reminder for resuming this treatment

1 week

Resume this treatment on: date OK

1

Jane Smith’s Chemotherapyon hold since 1/15/14 reset

reminder

reminder resetundo | view plan

5

Jane Smith’s Chemotherapyon hold since 1/15/14 reset

reminder

Jane B’s Chemotherapyon hold since 1/15/14 reset

reminder

Jane C’s Chemotherapyon hold since 1/15/14 reset

reminder

Jane D’s Chemotherapyon hold since 1/15/14 reset

reminder

Jane E’s Chemotherapyon hold since 1/15/14 reset

reminder

just now

2 days ago

5 days ago

6 days ago

7 days ago

just now

ONE WEEK LATER…

IF MULTIPLE REMINDERSthe number stays the same until action is taken

accessible from any page in the app

When the doctor sets a reminder after holding a plan, it creates a reminder notification in the header. This is in addition to the “notifications” functionality also in the header.

Reminder Flow

Annotations:

1. Clicking the icon opens and closes the reminder window

2. This is a link directly to the patient’s discontinued plan page - screen HP5.

3. Clicking the icon or text creates a new reminder that is the exact same length as the previous reminder. If previous reminder was for 1 week, this will create another reminder for 1 week later and clear the current reminder.

4. The undo link reverts back to the Screen HP7 where the reminders still needs to be addressed.

5. A link to screen HP4 where the delayed treatment remains in the “On Hold” state.

5. Reminders are ordered in chronological order starting with the most recent reminder.

Reminders turn on once the time specified has elapsed. Like notifications, a number reflecting the number of new reminders is highlighted in a red circle on top of the reminder logo. Unlike notifications though, this number does not go away once the icon is clicked. The number of reminders signaled only decreases when a reminder is directly addressed.

A reminder was sent 1 day ago

SCREEN: HP5 SCREEN: HP7 SCREEN: HP8

SCREEN: HP9

2 3 4 5

1

6

HOLDING A PLAN (WIREFRAMES ONLY)

Page 44: Annotations example

PAGE 44

RADIATION

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

select a reason for discontinuing

OK or Cancel

ORAL THERAPY

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

select a reason for discontinuing

OK or Cancel

WATCHFUL WAITING

DISCONTINUE THIS TREATMENT

select a reason for discontinuing

OK or Cancel

CHEMOTHERAPY

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

select a reason for discontinuing

OK or Cancel

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

or Cancel

Set a reminder for resuming this treatment

select a reason for holding

1 week

OK

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

or Cancel

Set a reminder for resuming this treatment

select a reason for holding

1 week

OK

DISCONTINUE THIS TREATMENT

HOLD THIS TREATMENT

or Cancel

Set a reminder for resuming this treatment

select a reason for holding

1 week

OK

Reasons for Holding

- worsening performance status- general weakness / fatigue- extra recovery needed- poor overall tolerance - renal toxicity- cardiotoxicity- hepatotoxicity - neurotoxicity- severe neutropenia- severe anemia - severe thrombocytopenia

Reasons for Discontinuing

- poor tolerance- overall performance status- progression of disease

Reasons for Holding

- severe mucositis- skin toxicity- worsening performance status- dehydration- severe dysphagia- severe pain

Reasons for Holding

- severe arthalgia- hot flashes- skin toxicity- cardiotoxicity- hand-foot syndrome

Reasons for Discontinuing

- poor tolerance- overall performance status- progression of disease

Reasons for Discontinuing

- poor tolerance- overall performance status- progression of disease

Reasons for Discontinuing

- poor tolerance- overall performance status- progression of disease

Each treatment type has its own set of drop down reasons.

THERE IS NO HOLD PLAN FOR WATCHFUL WAITING

REASONS FOR HOLDING / DISCONTINUING

Page 45: Annotations example

PAGE 45

TOOLS - TASK MANAGEMENT (wireframe only)

Task Management

Each task has a corresponding bucket it belongs to. This tool allows the staff to create and view tasks per bucket.

Annotations:

1. There is a set list of buckets that we will provide. Each bucket is presented in tabs. When a bucket is activated (such as “Imaging”), the tasks that have belong to this bucket show in the main window.

2. Tasks can be viewed by bucket or as a complete list.

3. Once inside of a specific bucket, tasks can be created. These can named at the user’s discretion.

4. Newly created tasks can be edited / deleted but once tasks have been assigned to task lists, they can not be deleted. This is a view only section.

CareStatus Daisy F.5Today is February 28th

Task Management

All Tasks

Imaging

Labs

Logistics

Notes

PathologyReports

Scheduling

Task Item # 1

Task Item # 2

Task Item # 3

Task Item # 4

Task Item # 5

Task Item # 6

Task Item # 7

Task Item # 8

Task Item # 9

Add a Task to This Bucket

Imaging Tasks

+

Therapeutics

3

2

14

SCREEN: TM1

Page 46: Annotations example

PAGE 46

TOOLS - CHECKLIST MANAGEMENT (wireframe only)

Checklist Management (work in progress)

An area for doctors to author and edit checklists without having to do around a patient plan. Watchful Waiting, Additional Workup and Long Term Tasks are not available in this tool because they are very specific to patients.

Annotations:

1. There will always be only one Radiation checklist. The doctor selects to use this template in screen AR1

2. Treatment Plan types are separated in tabs.

1. Takes user to a page very similar to AC5

Better Plan Daisy F.5Today is February 28th

You Have Authored

41 Pre-Consultation Checklists 21 Chemotherapy Checklists

19 Oral Therapy Checklists 1 Radiation Checklist1

Better Plan Daisy F.5Today is February 28th

ChemotherapyChecklists

Pre Consultation Checklists

Oral Therapy Checklists

Checklist Management

Anal Cancer53 patients have been assigned this checklist

View or Edit This Checklist

B-12 Deficience Anemianeeds a checklist

Create This Checklist

Basal Cell Cancer12 patients have been assigned this checklist

View or Edit This Checklist

Bladder Cancerneeds a checklist

Create This Checklist

Breast Cancer500 patients have been assigned this checklist

View or Edit This Checklist

show all | with checklists | without checklists

Cancer of Unknown Primary500 patients have been assigned this checklist

View or Edit This Checklist

Search a Diagnosis

RadiationChecklists 2

3

SCREEN: CM1

SCREEN: CM2