EP1356405A4 - Chronic patient management system - Google Patents

Chronic patient management system

Info

Publication number
EP1356405A4
EP1356405A4 EP01922511A EP01922511A EP1356405A4 EP 1356405 A4 EP1356405 A4 EP 1356405A4 EP 01922511 A EP01922511 A EP 01922511A EP 01922511 A EP01922511 A EP 01922511A EP 1356405 A4 EP1356405 A4 EP 1356405A4
Authority
EP
European Patent Office
Prior art keywords
data
patients
patient
management system
component
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Withdrawn
Application number
EP01922511A
Other languages
German (de)
French (fr)
Other versions
EP1356405A2 (en
Inventor
Ronald M Ferguson
Jeffrey M Sneddon
Russell J Umberg
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Ohio State University
Original Assignee
Ohio State University
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Ohio State University filed Critical Ohio State University
Publication of EP1356405A2 publication Critical patent/EP1356405A2/en
Publication of EP1356405A4 publication Critical patent/EP1356405A4/en
Withdrawn legal-status Critical Current

Links

Classifications

    • AHUMAN NECESSITIES
    • A61MEDICAL OR VETERINARY SCIENCE; HYGIENE
    • A61BDIAGNOSIS; SURGERY; IDENTIFICATION
    • A61B5/00Measuring for diagnostic purposes; Identification of persons
    • A61B5/41Detecting, measuring or recording for evaluating the immune or lymphatic systems
    • A61B5/411Detecting or monitoring allergy or intolerance reactions to an allergenic agent or substance
    • GPHYSICS
    • G16INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR SPECIFIC APPLICATION FIELDS
    • G16HHEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA
    • G16H10/00ICT specially adapted for the handling or processing of patient-related medical or healthcare data
    • G16H10/60ICT specially adapted for the handling or processing of patient-related medical or healthcare data for patient-specific data, e.g. for electronic patient records
    • GPHYSICS
    • G16INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR SPECIFIC APPLICATION FIELDS
    • G16HHEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA
    • G16H15/00ICT specially adapted for medical reports, e.g. generation or transmission thereof
    • AHUMAN NECESSITIES
    • A61MEDICAL OR VETERINARY SCIENCE; HYGIENE
    • A61BDIAGNOSIS; SURGERY; IDENTIFICATION
    • A61B5/00Measuring for diagnostic purposes; Identification of persons
    • A61B5/0002Remote monitoring of patients using telemetry, e.g. transmission of vital signals via a communication network
    • AHUMAN NECESSITIES
    • A61MEDICAL OR VETERINARY SCIENCE; HYGIENE
    • A61BDIAGNOSIS; SURGERY; IDENTIFICATION
    • A61B5/00Measuring for diagnostic purposes; Identification of persons
    • A61B5/41Detecting, measuring or recording for evaluating the immune or lymphatic systems
    • A61B5/413Monitoring transplanted tissue or organ, e.g. for possible rejection reactions after a transplant

Abstract

A chronic patient management system (14) for developing a complete and comprehensive patient data record (22) for use in managing the medical care of chronically ill patients is disclosed. The data related to the patient that may be collected and reviewed includes patient data, clinical data, and administrative data. In a preferred embodiment of the present invention, transplant related information for patients is collected, monitored, and reported. An interface component, an administrator component, a pre-transplant component, and a post-transplant component support the entry and review of data that is particularly important in managing care for transplant patients. Healthcare professionals from many different disciplines can access the patient management system (14) and view the data in a manner that is appropriate for each person's area of expertise.

Description

CHRONIC PATIENT MANAGEMENT SYSTEM Technical Field ofthe Invention The present invention is in the field of patient management systems. Specifically, the
present invention is in the field of medical information collecting, monitoring, and reporting
systems for the care of patients with chronic conditions and illnesses.
Background ofthe Invention
Recent advances in medical technology have improved the prognosis of chronically ill
patients. Many chronically ill patients today are able to receive transplanted organs that
improve the quality of their lives. When a patient receives a transplanted organ, it is very
important that all of his or her healthcare needs are considered. Most ofthe problems
encountered by transplant patients occur after the patient has been discharged from the hospital, usually during the first six to 12 months after transplantation. Monitoring the patient
for rejection ofthe transplanted organ and control ofthe patient's medications are important
aspects ofthe patient's care. Many ofthe medications that a patient must take result in
undesired side effects that also must be controlled. For example, some anti-rejection
medications cause an increased risk for some kinds of cancer.
The wide-range of problems that must be addressed pre- and post-transplant require the skills of healthcare professionals in many disciplines. A patient who has a chronic illness
may start by seeing his or her primary care physician. The patient may be then be referred to
one or more physicians who assist in a diagnosis ofthe patient's illness. For example, a patient with a heart condition may visit a cardiologist and a pulmonary specialist. If the
patient requires surgery, he or she may then visit one or more surgeons who will complete an
evaluation ofthe patient and make recommendations. Following surgery, the patient may return to the care of his primary care physician. Each healthcare professional that the individual visits records information and data about the patient in order to assist the patient in his or her healthcare needs. However, there is typically no way to consolidate this information to develop a comprehensive patient care record for use by all ofthe healthcare professionals involved in the patient's care.
Therefore, there is a need for a comprehensive and integrated patient management
system for chronically ill patients, including transplant patients.
Summary ofthe Invention
The present invention is a comprehensive and integrated modular patient management
system designed to manage chronically ill patients such as transplant patients. The system
generates a longitudinal permanent patient record that may be used for daily patient
management and for performing aggregate studies on a population. In a preferred
embodiment of the present invention, transplant related information for patients is collected,
monitored, and reported. The present invention, however, may be used for tracking of
information related to any chronic illness or condition. The use of transplant specific
information is not required. The data related to the patient that is collected and tracked may
be used to develop a treatment plan for each patient and to evaluate the effectiveness of the
treatment plan.
Information is tracked over a long period of time, preferably, throughout the patient's
lifetime, so that a complete and comprehensive record for the patient is created and
maintained. A modular design is used so that the system may be customized to meet the
needs of a care provider and new features and functionality are easily added. Most
importantly, modifications of source code are not required in order to tailor and customize the system for a variety of purposes. Therefore, healthcare professionals involved in different disciplines may use the system to view data and track conditions that are relevant to their area of care. Furthermore, the same information can be viewed by different physicians in different disciplines.
An administrator component supports configuration and customization features of the system. Standard screens are provided and may be selected or deselected. In addition,
screens may be configured and customized to meet the needs of individuals providing patient
care as well as the facility through which patient care services are provided. Screen
properties may be modified and fields may be added or deleted from screens as needed. The
system may further be configured to enable or disable specific types of information (e.g.,
transplant information). Graphing capabilities may be manipulated by a user at runtime. Graphs may be generated from any screens added from the administrator. A user may select
any laboratory item and related time period to be displayed. The ability to configure and
customize screens allows viewing of patient data and all data related to the patient in formats
that are best suited for each healthcare professional.
An interface component supports various interface engines so that data from various
sources may be imported and integrated into the system of the present invention. The ability to import and export data allows for the development of a more complete and comprehensive
patient data record. For example, patient history from a variety of sources may be imported to
the system. Insurance, demographic, and other information relevant to the patient's care may
also be imported. Finally, information regarding medications and other data useful in
developing and evaluating a treatment plan may be imported. A pre-transplant component provides for tracking of patients who may be eligible for transplants. A complete patient history may be developed for use in determining whether a
patient is a candidate for a transplant. Data from the patient's primary care physician may be
evaluated in addition to data from other healthcare professionals the patient has seen. Government regulations control many pre-transplant activities for a patient. The present invention supports the pre-transplant activities through development of a pre-transplant checklist for each patient. The checklist has checklist data that identifies the items for each
patient that must be completed prior to a transplant. Finally, insurance and other information relevant to the patient's care may be used in evaluating a patient's eligibility for a transplant.
A post-transplant component allows physicians and other healthcare professionals to
efficiently manage the care of patients who have received transplanted organs. A variety of
forms support the collection and display of medical, demographic, insurance, and other data.
Longitudinal data may be displayed on various forms so that the patient's condition over time may be evaluated. Extensive use of lookup tables provides for consistent data across screens. Unique algorithms for monitoring patient status are used so that physicians and healthcare
providers are able to obtain useful and meaningful information when providing care to and
managing chronically ill patients.
The present invention will be described in greater detail hereinafter. The present
invention is described in the form of preferred embodiments and is not to be limited to those
preferred embodiments but instead shall be given the broadest scope of protection affordable
under the law in view ofthe allowed claims.
Brief Description ofthe Drawings
Fig. 1 is a schematic drawing of a preferred embodiment ofthe present invention; Fig. 2 is a schematic drawing of the primary components for a preferred embodiment ofthe present invention;
Figs. 3-6 are sample screens for an administrator component for a preferred embodiment ofthe present invention;
Fig. 7 is a schematic drawing of a pre-transplant component for a preferred
embodiment ofthe present invention;
Figs. 8-9 are sample screens for a pre-transplant referrals component for a preferred embodiment ofthe present invention;
Fig. 10 is a sample screen for a pre-transplant living donor component for a preferred
embodiment of the present invention;
Fig. 11 is a sample screen for a pre-transplant insurance component for a preferred embodiment ofthe present invention;
Fig. 12 is a sample screen for a pre-transplant lab batteries component for a preferred
embodiment ofthe present invention;
Figs. 13-16 are sample screens for a pre-transplant medical evaluations component for a preferred embodiment ofthe present invention;
Fig. 17 is a sample screen for a pre-transplant summary component for a preferred embodiment ofthe present invention;
Fig. 18 is a sample screen for a pre-transplant checklist component for a preferred
embodiment of the present invention;
Fig. 19-27 are sample screens for a pre-transplant tissue typing component for a
preferred embodiment ofthe present invention; Fig. 28 is a schematic drawing of a post-transplant component for a preferred embodiment ofthe present invention;
Figs. 29-30- are sample screens for a post-transplant medications component for a
preferred embodiment ofthe present invention; Fig. 31-32 are sample screens for a post-transplant prednisone taper component for a preferred embodiment ofthe present invention;
Fig. 33 is a sample screen for a post-transplant blood pressure component for a
preferred embodiment ofthe present invention;
Figs. 34-36 are sample screens for a post-transplant rejection episodes component for
a preferred embodiment of the present invention;
Figs. 37-42 are sample screens for a post-transplant problem list component for a preferred embodiment ofthe present invention;
Figs. 43-44 are sample screens for post-transplant lab data analysis components for a preferred embodiment ofthe present invention; and
Figs. 45-46 are sample screens for a chart export component for a preferred
embodiment ofthe present invention.
Detailed Description of Preferred Embodiments)
Referring to Fig. 1, a schematic drawing of a preferred embodiment of the present
invention is shown. As shown in Fig. 1, the patient management system of the present invention is adapted to accept information and data from a plurality of sources so that a comprehensive and complete patient record may be developed for each chronically ill patient.
Preferably, the information and data used by the patient management system is designed for
operation in accordance with a client workstation 20 and a server 14 so that it may be accessed from remote locations. The server may be a PC based computer that is equipped,
preferably, with an operating system such as Windows NT Server and a database server such
as Microsoft's SQL Server. Preferably, communications with the server are in accordance with the TCP/IP protocol. One or more servers may be used to provide the features and functionality of the patient management system. Information and data may be stored in one
or more databases located at the server. Patient data, clinical data, and administrative data 22
may come from other healthcare information systems such as a medical center mainframe 10
used by a hospital or other major medical center. Patient data, clinical data, and administrative data may also come from information systems used in physicians' and other
healthcare professionals' offices.
As shown in Fig. 2, patient data, clinical data, and administrative data 22 imported to
the patient management system 14 may be transmitted through a Health Level 7 (HL7)-
Datagate that supports real-time information feeds from other systems. HL7 is a standard in
the healthcare domain that supports the exchange of information between information
systems that conform to the standard. HL7 allows disparate healthcare applications to
exchange key sets of clinical and administrative data. Information may be also be exported
from the patient management system 14 to a medical center mainframe 10 or other healthcare
information system using the datagate 12.
Patient data and clinical data may also be entered or recorded into the patient
management system 14 using a telephone 16 and interactive voice response (IVR) system 18.
The management of chronically ill patients requires frequent tests and procedures to
determine changes in the patients' conditions. Many of these tests and procedures may be performed at outpatient clinics, physicians' offices, or other healthcare facilities. Clinical data 24 related to these tests and procedures may be entered or recorded in the patient management system 14 remotely through a telephone 16 and INR system 18. The patient may call the INR 18 and be prompted for patient data as well as clinical data for the latest test
or procedure. For example, data related to a patient's blood pressure, urinalysis, culture, etc.
may be entered or recorded. The convenience of using the telephone to enter data increases
the likelihood that the healthcare professionals monitoring the patient's condition will have the most current data available.
Healthcare professionals may access all of the available information and data for a
patient, including patient data, clinical data, and administrative data, using a workstation 20
in communication with the patient management system server 14. Preferably, the workstation
is equipped with an operating system such as Windows 95/98/ΝT, a network interface card
(NIC), and a database interface such as Microsoft's ODBC. Preferably, communications with
the server 14 are accomplished in accordance with TCP/IP. Because the workstation 20 and
server 14 are adapted for TCP/IP communications, the patient management system may be
accessed via the Internet. In addition to viewing and evaluating the available data, the healthcare professional may enter additional information and data through the workstation.
Workstations for accessing the patient management system may be located at physicians'
offices, hospitals, medical centers, and other healthcare facilities. Therefore, all of the healthcare professionals involved in a patient's care including a primary care physician,
surgeon, nurse, and other clinicians may access the same data. The customization features of
the present invention allow each clinician to develop views of the data that are most
appropriate for his or her field of expertise. The patient management system of the present invention supports the collection, monitoring, and reporting of patient data, clinical data, and administrative data 22. Patient
data may include identifying data for a patient (e.g., name, address, social security number, patient number), demographic data (e.g., age, sex, employment history, family history, next of kin, etc.), and complete medical history data (e.g., allergies, medications, adverse events, physicians, date of transplant, transplant physician, transplant coordinator, number and type
of transplanted organs, etc.). Clinical data includes data related to the patient's condition and
may include lab and test data, biopsy data, physical examination data, etc. Administrative
data may include insurance data and other data as may be required to cover all aspects of a patient's care.
Fig. 2 is a schematic drawing of the primary components for a preferred embodiment
of the present invention. As shown in Fig. 2, the primary components of the present
invention are adapted for transmission of information and data to and from the database(s) of
the patient management system 38. The information and data in the patient management
system databases support the development of a comprehensive and complete patient record
for chronically ill patients.
The interface component 40 supports the transfer of imported and exported data 40.
As described above, patient data, clinical data, and administrative data from other healthcare
information systems such as medical center mainframes or healthcare offices may be imported to the patient management system databases 38 using a HL7-Datagate or other
system that supports HL7. The transmission of data may be bi-directional so that information
and data may be exported from the patient management system databases 38 to other
healthcare information systems. The administrator 36 preferably comprises a graphical user interface that supports
configuration ofthe system for the specific needs ofthe user. The elements ofthe system that may be configured include the menu system, application name, and screens for viewing data. In addition, the use of transplant specific information is optional, as is the use of standard screens. In a preferred embodiment ofthe present invention as described herein, transplant
specific is used. Preferably, a plurality of lookup tables 48 are used to support the features and functionality ofthe present invention. New lookup tables 48 are easily integrated in to the system because the administrator 36 automatically detects them. The extensive use of lookup tables rather than free text provides consistency in the use of terminology across
screens. New lookup tables and new screen definitions may be developed without any
modifications to source code. The ability to create new lookup table and screen definitions
allows the patient management system to be customized by each healthcare professional involved in a patient's care.
Referring to Fig. 3, a sample screen for the graphical user interface ofthe administrator component is shown. As shown in Fig. 3, the present invention may be
configured to meet the needs ofthe facility in which it is operational. As shown in Fig. 3, the
use of transplant specific information in accordance with a configured application is optional.
A plurality of standard screens may be defined for each application configured for use
by a hospital, medical center, etc. The administrator supports the selection of standard
screens to include in a configured application and specific screen properties for the screens that comprise the application. Referring to Fig. 4, screen properties for screens that comprise
an application may be modified. Referring to Fig. 5, the standard screens to be included in a
configured application may be selected through the administrator. Referring to Fig. 6, for each configurable screen, the administrator provides a variety of options for managing the information appearing on the screen. For example, fields may be added or deleted from a screen, the display order for fields may be modified, and the field type and field width may be
modified. In addition, various attributes may be associated with each field appearing on a
customized screen. For example, a field may be defined to be required or modifiable and a user may specify whether the field's value is found in a lookup table.
Referring again to Fig. 2, the pre-transplant component 32 provides for tracking of
patients who may become candidates for transplants. The pre-transplant component supports
the entry and review of patient data 44. Initially, an individual who is referred is considered a referral of the chronic patient management system. An individual who meets certain criteria
and is determined to be eligible to receive an organ is considered a candidate of the chronic
patient management system. In a preferred embodiment of the present invention, data for
referrals is not fully accessible within the patient management system while data for
candidates (i.e., patients eligible to receive organs) is fully accessible within the patient
management system. A complete patient history may be developed for use in determining whether a patient is eligible for a transplant. The complete patient history may be developed from patient data, clinical data, and administrative data related to the patient. Data from the
patient's primary care physician may be evaluated in addition to data from other healthcare
professionals the patient has seen. Insurance and other information relevant to the patient's
care may be used in evaluating a patient's eligibility for a transplant.
The post-transplant component 42 supports the efficient management of medical care
for patients who have received transplanted organs. The post-transplant component 42 also
supports the management of medical care for patients who have chronic illnesses. Preferably, it provides forms for the collection and display of patient, clinical, administrative, medical, demographic, insurance, and other data. The post-transplant component quickly displays
longitudinal laboratory data on easy to interpret forms for individual patients.
Referring to Fig. 7, a schematic drawing of a pre-transplant component for a preferred embodiment of the present invention is shown. The pre-transplant component comprises a
plurality of components or processes for interacting with the patient management system
database 38. The pre-transplant component supports the entry and review of several hundred
parameters or data values and creates electronic charts. The data is organized in a manner so that a physician or healthcare professional can use the screens easily in a clinical setting and
so that reporting on any parameter or data value may be completed easily. The pre-transplant
component for a preferred embodiment of the present invention comprises a referrals
component 50, a living donor component 54, a cadaveric donor component 58, an insurance
component 62, a lab batteries component 66, a medical evaluations component 70, a summary component 74, a checklist component 80, and a tissue typing component 90.
The referrals component 50 supports the entry and review of referral data 52 that
relates to a patient who may become a candidate for a transplant. Patients who are
chronically ill are typically referred by their primary care physicians to specialists who can assist the patient with management of the illness. In some cases, replacement of one or more
organs may be necessary to manage the patient's illness. The referrals component 50 may be
used to start the process of creating a complete and comprehensive patient record so that the
patient's chronic illness is managed appropriately. An individual who is referred is
considered a referral. If a patient meets all criteria for receiving an organ, the patient becomes
a candidate. Referring to Fig. 8, a sample screen for adding a new patient to the chronic patient management system is shown. Identifying information such as the patient's name, medical
record number (MRN), and social security number (SSN) may be entered. If a patient is a possible candidate for a specific organ, information identifying the organ type may be entered. Finally, insurance information may be entered.
Referring to Fig. 9, information regarding the referral may be provided. Information from the screen in which the new referral information was added may be carried over to the
referral list screen. For the identified referral, information regarding the referring physician
and his or her location and information regarding the patient's general diagnosis may be
provided.
Referring again to Fig. 7, a living donor component 54 supports the entry and review
of living donor data 56. Referring to Fig. 10, information or data regarding a living donor for
a referral may be entered. Preferably, the living donor information is linked to the referral
information so that the list of living donors for a patient may be located easily. In addition to identifying and contact information for a living donor, demographic information and
information regarding the donor's physical condition may be entered and reviewed. Living
donors are typically individuals who may be able to provide a kidney to a patient.
Referring again to Fig. 1, a cadaveric donor component 58 supports the entry and
review of cadaveric donor data 60. Information may also be tracked for cadaveric donors.
Typically, the information is minimal and very confidential. Tissue typing information may
be added for cadaveric donors to determine whether the donor is a good match for a particular
patient. Cadaveric donor information may be linked to a patient. In a preferred embodiment ofthe present invention, after referral or donor information is added, the referral data may be accessed only for tissue typing tests and for monthly
statistics via a monthly referral/activation report. Preferably, referrals are not fully active in
the system until they have been "added." Once a patient meets all the necessary criteria for
becoming eligible to receive an organ, the patient is considered a candidate rather than a
referral. Preferably, patient data for referrals who do not become candidates (because they do meet the necessary criteria) is deleted from the patient management system databases.
Preferably, living and cadaveric donor information may be fully accessible once it has been
entered although not all options in the system may be available for donors. Preferably, once enough medical and demographic information has been entered for a patient, the patient
information is added to the system such that it is fully accessible in addition to being
accessible for tissue typing tests and for monthly statistics.
Referring to Fig. 7, an insurance component 62 supports the entry and review of
insurance data 64. Referring to Fig. 11, insurance data for a patient may be entered. The insurance information may include information about the provider, the general coverage
provided, the prescription coverage provided, and the transplant coverage provided. In
addition, third party payer information may be entered. Current information regarding the
patient's insurance is important in ensuring that, to the extent possible, the patient's treatment
is subject to the patient's insurance policy.
Referring again to Fig. 7, a lab batteries component 66 supports the entry and review
of lab battery data 68. Referring to Fig. 12, lab battery data for a patient may be entered or
recorded. The lab battery data screen is designed for rapid entry of laboratory values. The
data may apply to a specific organ so that the most common lab tests are available based on organ type. Preferably, for each of the data fields shown, a user may enter "P" for positive
and "N" for negative. Numeric data may also be entered. Preferably, the lab battery data is stored according to date. One patient may have a number of lab data records.
Referring again to Fig. 7, the medical evaluations component 70 of the pre-transplant component contains functions for transplant patients and living donors. The medical
evaluation information, which may comprise lab data, test data, physical exam data, and
problem list data 72, may be used to determine whether a particular donor is a good match for
a patient. When determining whether a donor is a good match for a patient, a physician
considers a number of factors regarding the donor's physical condition. The physician would
like to know that if the donor's organ is transplanted, it is likely to be accepted by the
recipient patient. Data from lab procedures and tests performed on the transplant candidate and donor may help the physician determine the likelihood of rejection. Therefore, the
present invention is designed to make the information used in making a determination readily
available.
Referring to Fig. 13, the labs screen displays all laboratory results for a candidate who
may be a recipient or a donor. Any result entered or recorded from a lab battery screen as
shown in Fig. 12 may be displayed. Preferably, a single laboratory value may be entered on
the screen. In addition, an expiration date may be assigned to the lab. The expiration date is important in monitoring a patient's eligibility for an organ transplant or a donor's potential in
offering an organ. For example, a physician may order an AFP on a patient. The result may
be elevated. The physician then determines that the patient cannot be transplanted unless the
AFP is repeated in three months. When the initial AFP is entered or recorded into the system,
an expiration date may be added to the test result. In monitoring the patient's eligibility for a transplant, a report may be generated to determine if the patient has lab results that are ready to expire. If the report shows that certain lab results are ready to expire, the patient may be called for an appointment to have the lab repeated. In the example, the patient may be called
to have the AFP repeated. If the results are elevated once again, the expiration date may indicate that the patient should be called again. If the results are as expected, other factors may be examined to determine whether the patient is eligible for a transplant.
Preferably, the labs screen displays results by date, then lab. Optional filters allow
viewing by month, expired labs, and individual labs. The flexibility in viewing information
allows a user to select the most appropriate method of displaying the information. Preferably,
new labs may be added. Labs may then be selected individually. Filters may be available to
view by lab group (chem, heme, etc.). Preferably, an expired lab is displayed in a different color such as red to indicate clearly to the user that the lab has expired.
Referring to Fig. 14, the tests screen displays results by date, then test. Tests may include EKG, Stress MUGA, MRI, etc. An expiration date may be assigned to the test. As
explained above, the expiration date is important in monitoring a patient's eligibility for an
organ transplant or a donor's potential in offering an organ. Optional filters allow viewing by
month, expired labs, and individual tests. Preferably, new tests may be added. Tests may
then be selected individually. Filters may be available to view by test group (radiology,
cardiology). Preferably, an expired lab is displayed in a different color such as red to indicate
clearly to the user that the lab has expired.
Referring to Fig. 15, physical exam data for a patient or a donor may be entered or recorded. A number of tabs may be provided for collecting data relevant to the physical
examination. Preferably, notes fields are provided on the physical exam screens so that telephone conversations and other medical information that is not entered or recorded elsewhere may be stored or recorded for each patient.
Referring to Fig. 16, a problem list screen supports tracking of organ system
problems. An example of a problem to be tracked is a heart attack. A detailed wizard may be
used to add information to the patient management system from a lookup table. Information related to key elements, organ system, symptoms, diagnostics, interventions, and a current
plan may be entered or recorded.
Referring again to Fig. 7, a summary component 74 supports the entry and review of summary data 74. Referring to Fig. 17, a summary screen references data from multiple areas
in the clironic patient management system. The summary screen provides a quick view of all
information the physician needs to make a decision on whether or not to use a given organ in
this patient. The information provided on the screen helps the physician determine which
patients are qualified for receiving an organ and which donors are qualified for providing an
organ.
Government regulations control many pre-transplant activities for a patient. Federal law requires tracking and monitoring of many aspects of a patient's condition or the patient
cannot receive an organ. The present invention supports the pre-transplant activities through development of a pre-transplant checklist for each patient. Referring again to Fig. 1, a
checklist component 80 supports the entry and review of checklist data 82. Referring to Fig.
18, a checklist screen and associated report generator displays checklist data that identifies the
items for each patient that must be completed prior to a transplant. For example, lab and test
results for certain procedures must be current before a patient may be considered a candidate for a transplant. The expiration dates associated with each lab or test result allow a healthcare provider to track the patient's eligibility for a transplant. If lab or test results will expire soon, based on the associated expiration date, arrangements may be made to perform the required procedure. Specific reports may be accessed to further assess the patient's eligibility.
Tissue typing is an important aspect in determining whether a patient and a donor
match so that an organ may be transplanted from the donor to the patient. A physician
considers a number of factors when evaluating matches between patients and donors. An
important goal in matching is minimizing the likelihood of rejection ofthe transplanted organ by the recipient. The present invention supports several activities related to tissue typing so that the information needed by the physician is readily available. Referring again to Fig. 7, a
tissue typing component 82 supports the entry and review of tissue typing data 84. Referring
to Fig. 19, HLA information may be evaluated by a physician in determining whether a
patient and a donor match. Referring to Fig. 20, HLA information for a candidate (recipient
or donor) may be entered or recorded.
The HLA provides general information regarding the compatibility between a patient
and a possible donor. Another important factor to consider in determining whether a
particular donor's organ may be used in a patient is the percent reactive antibody or PRA.
The PRA provides an indication of the likelihood that a patient will reject a transplanted
organ. A low PRA value indicates a low likelihood of rejection. A high PRA value indicates a high likelihood of rejection. To perform a PRN test, cells from a donor and serum from a
patient are combined and an antibody measurement is taken. If the number of antibodies
present is high, then the PRA value is high. As potential donors for a patient are identified,
the PRA test may be performed. Referring to Fig. 21, PRA data may be displayed for review. A physician may review the information to evaluate whether a patient and donor may be matched. Referring to Fig.
22, PRA data may be entered or recorded. Associated antibody specificities based on a
workgroup sheet may be used in evaluating the data. Referring to Fig. 23, antibody specificities may be added. Referring to Fig. 25, workgroups may be defined for creating antibody specificities. Preferably, samples may be added to the workgroup under creation by clicking on an entry appearing on the screen. Referring to Fig. 26, cross match information
may be evaluated, also in accordance with workgroups. Workgroups may be constructed and
modified as described for PRA. Also data may be entered in a form as described for PRA.
Referring to Fig. 27, serum data may be entered or recorded for a candidate. As described above, serum data for a patient is used in determining PRA values. Therefore, serum data may be tracked so that PRA data may be developed.
Referring to Fig. 28, a schematic drawing of the primary components for the post-
transplant component for a preferred embodiment of the present invention is shown. The
post-transplant component comprises a plurality of components or processes for interacting
with the patient management system database 38.
The medications component 100 supports the entry and viewing of patient
medications to assist a healthcare professional in regulating medications and developing or
altering a treatment plan. Medication data may be presented to a user as shown in Fig. 29.
The information shown for each medication may include start date and end date, class, drug,
dose, units, route, and frequency. The prescriptions are inserted into the medications records
when the insert button is clicked. Other medication data may be added to patient's medications information using a select medication form as shown in Fig. 30. Preferably, medications may be selected from a list so that a user is not required to type the information.
After the needed medication name is highlighted and the other required elements are completed (start date, end date, dose, units, and frequency), selection of he OK button adds
the prescription to the medication records. Additional information such as prescriber, title, and free-text comments may be provided.
Referring again to Fig. 28, the medications taper component 104 provide special
functions related the regulation of a medication that may be prescribed to many transplant patients. For example, Prednisone is typically prescribed to many transplant patients. Prednisone is typically prescribed with an initial dose, which is then gradually reduced or
tapered at a predetermined rate over a period of a year starting at the initial dose. The doses
are dependent on the patient's weight. The prednisone component 104 uses dosage data 106
to construct a series of Prednisone prescriptions of 11 specific doses over the prescribed time
period based on the weight ofthe patient and the starting date ofthe first dose ofthe series. Referring to Fig. 31, the user may start the computation ofthe Prednisone prescription by
selecting the patient's weight from a list and selecting a compute button. Preferably, the
recommended dosage is shown on the chart for each weight so that a user may know what is
recommended. Referring to Fig. 32, the computed dosages for the entered weight are shown.
A recommended dosage and start/end date pair is shown so that the dosage administered to
the patient is appropriate. Although described in relation to Prednisone, the medications taper
component may be used for any type of medication in which doses over time may be
prescribed. This medication taper feature ofthe present invention facilitates the care of
transplant patients by providing readily available dosage information based on a patient's
weight. High blood pressure is a significant cause of organ failure. A kidney transplant typically does not correct the underlying disease causing high blood pressure, which uncontrolled can lead to early graft failure. Unregulated high blood pressure in transplant patients may result in serious consequences. Referring again to Fig. 28, the blood pressure
component 108 produces a specialized graph that presents blood pressure and anti-
hypertensive medication data 110 to assist a clinician in determining the effectiveness of
blood pressure medication classes on the regulation of high blood pressure. Referring to Fig.
33, an example of a chart that graphs the patient's blood pressure and the administration of
anti-hypertension medications for the selected patient is shown. Preferably, the time period to be graphed may be specified as months after the transplant (months post tx) or by date range.
Preferably, the units on the axis scale may also be selected by clicking on the needed items. The patient systolic, diastolic blood pressure, and MAP (Means Arterial Pressure) may be
graphed on the top ofthe chart. Below the blood pressure lines the administration of blood
pressure medications is displayed grouped by the class of anti-hypertensive medication. The
class of medication depends on the method of action on blood pressure. The blood pressure
information provided by this feature ofthe present invention is important in assessing the condition of a transplant patient. A clinician reviewing the blood pressure information for a patient may decide to alter the patient's current treatment plan or to order additional tests.
The blood pressure presentation feature ofthe present invention facilitates the care of
transplant patients by providing readily available information regarding a patient's condition
and its relationship to the medications the patient has been taking.
Rejection episodes of transplanted organs are conditions that must be monitored
carefully. How effectively a rejection episode can be resolved is useful in determining how much function was lost as a result of a rejection episode. Therefore, it is very important to
record information about rejection episodes for later review and analysis. Referring again to Fig. 28, the rejection episode component 112 supports the entry and review of event data,
biopsy data, and episode data 114 for the effective management of rejection episodes. Referring to Fig. 34, an acute rejection form presents data about acute rejection episodes. Each rejection episode that a patient experiences may be assigned a number so that it may be tracked. Information regarding anti-lymphocyte therapy, steroid, and conversions may be
shown for each rejection episode. For chronically ill patients who have not received
transplants, acute episodes or flare-ups related to the patient's chronic illness may be tracked
through the acute episodes component. By tracking acute episodes for a chronically patient, it
is possible to monitor the frequency, severity, etc. of episodes. The ability to monitor
episodes such as rejection episodes and acute episodes and view episode data assists healthcare professionals in developing treatment plans for patients. The treatment plan may include adding or changing medications, ordering additional tests or procedures, altering a
patient's diet, or any one of a number of activities that may improve the patient's health
condition.
Selection ofthe biopsy button on the screen of Fig. 34 may result in the display ofthe
specific biopsy information as shown in Fig. 35. As shown in Fig. 35, details regarding each biopsy may be shown. Another important aspect of monitoring rejection episodes is tracking
of creatinine levels. Selection ofthe creatinine graph button of Fig. 34 may result in the
display of a graph of creatinine levels from one month before and after a selected rejection
episode as shown in Fig. 36. The specialized screen of Fig. 36 graphs a number of creatinine
averages and individual values that are reflective of renal function. Preferably, colored lines are used in the graph to indicate all ofthe creatinine values, the patient's average creatinine
before and after the rejection episode, and the lowest (best) creatinine since transplantation. This creatinine graph feature ofthe present invention is very helpful in assessing the patient's condition and the need for any modifications to the patient's treatment plan.
Managing a large number of patients increases the difficulty in monitoring the problems an individual patient may have. An organ system specific problem list allows
documentation and monitoring of an unlimited number of problems for each patient. With the present invention, the user may easily document a problem by selecting from a number of
organ system specific symptoms, interventions, and diagnostic tests. A current treatment plan
may also be documented. The treatment plan may include details regarding the patient's
medications, diet, tests or procedures, and other activities designed to improve the health of
the patient. This problem list feature allows the caregiver to quickly focus on the status of
specific problems that are of concern for each patient.
Referring again to Fig. 28, organ specific problems may be documented using a
problem lists component 116. Data regarding symptoms, interventions, tests, and plans 118
may be tracked. A series of forms allows the user to document the specific problem and select associated symptoms, interventions, and diagnostic tests. Referring to Fig. 37, a
problem list summary form shows all ofthe recorded problems for a selected patient. For
each problem in the list, a date, TPT, status, presenting symptom, organ system, problem
description, and pre-transplant/post-transplant indicator may be provided. Preferably, the
information appearing in the problem list may be filtered by specifying a particular status
(e.g., active or hot), specifying an organ system (e.g., cardiac, ophthalmic, skin, etc.), or specifying the display of symptoms without problems. The ability to record and review problem data may be important in identifying rejection episodes in a patient or determining or altering a treatment plan. Preferably, new problems may be added to the problem list by completing a series of forms. Referring to Fig. 38, the user may first select a problem by
identifying an organ system, selecting a problem associated with the organ system, identifying a date for the problem, identifying the status ofthe problem, and selecting an indicator as to
whether the problem occurred pre- or post-transplant. Referring to Fig. 39, the user may
identify the symptoms that occurred on a specific date. Referring to Fig. 40, the user may
identify interventions that occurred on a specific date. Referring to Fig. 41, the user may identify the diagnostics that were performed on a specific date. Finally, referring to Fig. 42,
the user may enter in a current plan section free-text to be associated with the current problem
definition. The current plan section allows the user to document any other information
required. The details of previously entered or recorded problems may be reviewed or
modified as necessary so that a complete and comprehensive record may be developed for the
patient.
Other useful tools for the management ofthe chronically ill patient are the lab data
analysis components. Referring again to Fig. 28, the lab data forms for organ specific lab
data analysis 120 and general lab data analysis 126 present data in a similar format. The
information provided may include organ specific lab data 122 and general lab data 126. The
kidney lab data form of Fig. 43 is typical ofthe format. Referring to Fig. 43, lab data that is organ specific or general may be view in tabular form by lab date, by time post transplant, or
by time in comparison to a specified date. Referring to Fig. 44, a sample form for adding new
data to organ specific or general lab data is shown. Referring again to Fig. 28, in addition to standard screen definitions, new screen definitions are easily developed using a dynamic charting system or "chart expert." The custom charts component 130 comprises a chart expert allows the user to dynamically graph user selected data 132 for any of number items from any lab data forms. The type of chart, the items graphed, the time period and the time interval may all be selected at the time the
chart is displayed and printed. Referring to Fig. 45, a chart expert form for a preferred
embodiment ofthe present invention is shown. Several item(s) may be specified by clicking
the appropriate check box or radio button. These items include:
• Chart Title • Items to be graphed (Select Data Series (Y Axis))
• Chart Type (Line, Bar, 3D)
• Data Range by Days Post-Transplant or Date Range
• Axis Scale
• Inserting a Legend • Filling in Missing Data
An example of a chart completed in accordance with the chart expert is shown in Fig.
46.
The chronic patient management system of the present invention supports the
management of medical care for chronically ill patients. The integrated interface,
administrator, pre-transplant, and post-transplant components of the patient management
system are designed so that many important aspects of patient's chronic illness may be
tracked and monitored. Sub-components within the pre- and post-transplant components
support the entry and review of data that is particularly important in managing care for
transplant patients. The patient data that is collected and reviewed allows all ofthe healthcare
professionals involved in a patient's care to develop a treatment plan and evaluate the
effectiveness ofthe treatment plan. A longitudinal permanent patient record that is developed using the system may be used for daily patient management and for performing aggregate studies on a population. In a preferred embodiment of the present invention, transplant related information for patients is collected, monitored, and reported. The present invention,
however, may be used for tracking of information related to any chronic illness or condition.
The preferred embodiments herein disclosed are not intended to be exhaustive or to unnecessarily limit the scope of the invention. The preferred embodiments were chosen and described in order to explain the principles of the present invention so that others skilled in the art may practice the invention. Having shown and described preferred embodiments of
I the present invention, it will be within the ability of one of ordinary skill in the art to make
alterations or modifications to the present invention, such as through the substitution of
equivalent components and arrangements, or through the use of equivalent process steps, so
as to be able to practice the present invention without departing from its spirit as reflected in
the appended claims, the text and teaching of which are hereby incorporated by reference
herein. It is the intention, therefore, to limit the invention only as indicated by the scope of
the claims and equivalents thereof.

Claims

WHAT IS CLAIMED IS:
1. A patient management system comprising:
a patient management system database for storing data related to patients; a pre-transplant component for entering and retrieving from the patient management system database data related to patients to determine if the patients are
eligible for organ transplants; and
a post-transplant component for entering and reviewing data related to patients
to manage the care of patients with transplanted organs.
2. The patient management system of claim 1 further comprising an administrator module
for configuring screens for interacting with the patient management system database.
3. The patient management system of claim 1 further comprising an interface component
for importing data to and exporting data from the patient management system database.
4. The patient management system of claim 1 further comprising a referrals component, a
living donor component, a cadaveric donor component, a lab batteries component, a
medical evaluations component, a checklist component, and a tissue typing component.
5. The patient management system of claim 1 further comprising a medications taper component, a high blood pressure component, an episodes component, a problem list
component, and a lab data analysis component.
6. The patient management system of claim 1 wherein the episodes component is selected
from the group consisting of rejection episodes components and acute episodes
components.
7. A method for managing medical care for transplant patients comprising the steps of: entering in a patient management system database referral data for patients; entering in the patient management system database clinical data for the patients; reviewing the referral data and clinical data for the patients to determine which patients are eligible for transplanted organs;
entering in the patient management system database lab analysis data for the patients who have received transplanted organs;
entering in the patient management system database rejection episode data for
the patients who have received transplanted organs; and
reviewing the lab analysis data and rejection episode data to develop treatment
plans for the patients who have received transplanted organs.
8. The method of claim 7 further comprising the step of entering donor data for the
patients.
9. The method of claim 7 further comprising the step of determining medications tapers
for each ofthe patients who have received transplanted organs.
10. The method of claim 7 further comprising the step of reviewing tissue typing data to
determine if donors and patients match.
11. The method of claim 7 wherein the step of reviewing the referral data and clinical data
for the patients to determine which patients are eligible for transplanted organs
comprises the step of reviewing checklist data for each ofthe patients.
12. The method of claim 7 further comprising the step of recording data in the patient
management system database for medical evaluations ofthe patients and of donors.
13. The method of claim 7 further comprising the step of entering and reviewing blood
pressure medication data for at least one ofthe patients.
14. The method of claim 7 further comprising the step of recording in the patient
management system database data comprising symptom data, intervention data, test
data, and plan data to develop a problem list for at least one ofthe patients.
15. A method for managing medical care for chronically ill patients, comprising the steps of: entering patient data in a patient management system database for a plurality of chronically ill patients;
entering clinical data in the patient management system database for the
plurality of chronically ill patients;
entering episode data in the patient management system database for the
plurality of chronically ill patients; and
reviewing the patient data, clinical data, and episode data to develop a treatment
plan for each ofthe plurality of chronically ill patients.
16. The method of claim 15 further comprising the step of entering a treatment plan in the
patient management system database for each ofthe plurality of chronically ill patients.
17. The method of claim 15 further comprising the step of entering symptom data,
intervention data, test data, and plan data to develop a problem list for each ofthe
plurality of chronically ill patients.
18. The method of claim 15 further comprising the step of entering medications data for
each ofthe plurality of chronically ill patients.
19. The method of claim 15 further comprising the step of entering and reviewing lab data
for each ofthe plurality of chronically ill patients.
20. The method of claim 15 further comprising the step of configuring a new screen for viewing data from the patient management system database.
EP01922511A 2000-03-20 2001-03-20 Chronic patient management system Withdrawn EP1356405A4 (en)

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CA (1) CA2404238A1 (en)
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EP1356405A2 (en) 2003-10-29
WO2001070094A2 (en) 2001-09-27

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