EHR Template Selection Interface for Mobile Clinical Documentation

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Solution Overview

Problem

Electronic health record systems face challenges in creating and formatting clinical notes, with existing templates being difficult to navigate and requiring manual reentry of patient information, especially on mobile devices with limited screen sizes, leading to inconsistent formatting and increased user effort.

Innovation Solution

A graphical user interface with a template selection screen that allows users to choose from pre-formatted templates in grid or list views, featuring icons for quick information access, automatic acronym completion, and the ability to bookmark patient information for direct insertion into clinical notes, optimizing data capture on mobile devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If pre-formatted templates are used for clinical notes, then formatting consistency and completeness are improved, but template navigation difficulty increases

Engineering Contradiction:
Improveformatting consistencyVSAvoidtemplate navigation
Core Design Contradiction:
Stability of the object's compositionVSEase of operation

Solution Approach 1:

The template library is segmented into multiple categories (e.g., problem list, medications, allergies, immunizations, labs) that can be independently navigated. Each category contains specific template types, creating a hierarchical structure that makes navigation more manageable than a flat list of all templates.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Category headers act as intermediaries between the user and the detailed templates. Users first select a category based on their current clinical need, then choose from relevant templates within that category, reducing the cognitive load of navigating the entire template library.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If manual reentry of patient information is required, then data accuracy can be verified, but time consumption and user effort increase

Engineering Contradiction:
Improvedata accuracyVSAvoidnote creation speed
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

Patient information such as demographics, problem lists, medications, and allergies are pre-loaded into the template from the EHR system before the user begins documenting. This preliminary population of data fields allows users to review and verify information rather than manually reentering it, maintaining accuracy while improving efficiency.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically retrieves and populates patient data from their existing EHR record when a template is selected, making the system self-serve the data population task. Users simply need to review the pre-filled information and make necessary corrections or additions.

Inventive Principle:
Principle #25Self-service

3Loss of information

If switching between screen views is required to collect information, then comprehensive data collection is possible, but user workflow complexity increases

Engineering Contradiction:
Improveinformation completenessVSAvoidworkflow complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

Multiple pieces of patient information that would traditionally require navigating between different screens are merged into a single comprehensive template view. When a user selects a template, relevant data from demographics, problem list, medications, allergies, and labs are all displayed in one location, eliminating the need to switch screens.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The template serves multiple functions simultaneously: it provides a structured format for documentation, pre-populates relevant patient data, displays clinical guidelines, and collects new information. This multi-functionality consolidates what would otherwise require multiple separate screens or tools.

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

4Loss of information

If text-rich graphical user interface is used on mobile devices, then detailed information can be displayed, but screen space efficiency decreases

Engineering Contradiction:
Improveinformation display capabilityVSAvoidscreen space utilization
Core Design Contradiction:
Loss of informationVSArea of stationary object

Solution Approach 1:

Different parts of the interface use different levels of text density appropriate to their function. Template selection screens use concise labels and icons, while detailed template content areas provide comprehensive text information. This local optimization of text richness allows efficient use of limited mobile screen space while maintaining information completeness where needed.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS10126909B2Enhanced electronic health record graphical user interface system
Publication Date: 2018.11.13 ADVANCEDMD INC
  • US10126909B2 patent drawing
  • US10126909B2 patent drawing
  • US10126909B2 patent drawing

AI summary

An enhanced electronic health record system. A user device having a display accesses electronic health records and clinic note templates stored on digital storage segments. A template selection screen is presented on the display of the user device. The template selection screen has at least two view modes. One view mode is a grid view, in which icon representations of various clinic note templates are displayed, each icon representation having a number of secondary icons providing additional functionality and information to the user. Also available is a list view, which also contains a vertical listing of available clinic note templates, each list element also having secondary icons. Upon selection of a template, the user is presented with a formatted clinic note. Additional functionality is available to the user to aid in the efficient capture of information.