Dynamic Note Template Construction via Context Matching

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Solution Overview

Problem

Current systems require document structure to be explicitly tied to clinical content during administration, limiting the ability to evolve document templates and forms independently, and necessitating manual updates across multiple documents.

Innovation Solution

A method for dynamically constructing and displaying pre-populated note templates by matching user and patient contexts, allowing for the separation of document structure from content and enabling reuse of workflows and content across systems.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If document structure is explicitly tied to clinical content during administration, then document templates and forms can be administered with clear structure, but document templates and forms cannot evolve independently and require manual updates across multiple documents

Engineering Contradiction:
Improvedocument structure stabilityVSAvoidtemplate evolution capability
Core Design Contradiction:
Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The patent segments the document system into three independent layers: document structure templates, content forms, and workflow configurations. This segmentation allows each layer to evolve independently while maintaining stable relationships through defined associations. The structure template defines the framework, while forms and workflows can be modified, added, or removed without requiring manual updates to the structure template itself.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates universal document structure templates that can accommodate multiple different forms and content types. A single structure template can be associated with various forms through configurable relationships, allowing the same structural framework to serve multiple document types and purposes without requiring separate templates for each variation.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Reliability

If document structure is explicitly tied to clinical content, then clear administrative control is maintained, but administrative burden increases due to manual updates across multiple document types

Engineering Contradiction:
Improveadministrative controlVSAvoidadministrative complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent extracts the update operation from the document structure template and relocates it to the associated forms and workflow layers. When a form is modified, the system automatically propagates relevant changes to documents using that form, eliminating the need for administrators to manually update multiple document templates. This extraction reduces administrative complexity while maintaining reliability through automated consistency management.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system implements self-service functionality where document templates automatically adapt to form changes without requiring manual administrative intervention. The automated propagation mechanism allows the document system to self-update when forms are modified, reducing the administrative burden while maintaining structural integrity and consistency across all document types.

Inventive Principle:
Principle #25Self-service

3Stability of the object's composition

If document templates are updated manually across multiple documents, then structure consistency can be maintained, but time and productivity are reduced

Engineering Contradiction:
Improvestructure consistencyVSAvoidtemplate update efficiency
Core Design Contradiction:
Stability of the object's compositionVSProductivity

Solution Approach 1:

The patent establishes continuous automated propagation of form changes to associated document templates. Instead of periodic or manual updates, the system continuously maintains structure consistency by automatically detecting form modifications and propagating them to all relevant templates. This continuous action eliminates the need for manual intervention while maintaining structure consistency, dramatically improving template update efficiency.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system performs preliminary configuration of the associations between document structure templates and forms during system setup. This preliminary action establishes the automated propagation relationships in advance, so that when forms are modified, the system already has the necessary configuration to automatically update all relevant templates without requiring real-time administrative decisions or manual intervention.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS10007652B1Method for reusing and dynamically filtering content for structured document construction
Publication Date: 2018.06.26 ALLSCRIPTS SOFTWARE LLC
  • US10007652B1 patent drawing
  • US10007652B1 patent drawing

AI summary

An aspect of the present invention relates to a method for dynamically constructing a pre-populated note template comprising receiving a context from a user and determining whether there are any note templates that match an initial criteria including the received context. A note template is then loaded based on the determination of matching note templates. If there are one or more sections in the loaded template, for each section in the loaded template, determine if there are any forms for the section that match the context. A pre-populated Note template is then loaded including any matching forms.