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Task Analysis and Application Services for Cross-Organizational Scheduling and Citizen eBooking Dr. Juha Mykknen, University of Kuopio, HIS R&D Unit Mika Tuomainen, University of Kuopio Pirkko Kortekangas, Medbit Oy Anne Niska, City of


  1. Task Analysis and Application Services for Cross-Organizational Scheduling and Citizen eBooking Dr. Juha Mykkänen, University of Kuopio, HIS R&D Unit Mika Tuomainen, University of Kuopio Pirkko Kortekangas, Medbit Oy Anne Niska, City of Oulu Finland MIE 2009 Conference, Sarajevo, 31 August 2009 pages 332-336 in proceedings www.uku.fi/solea

  2. In this presentation • Context of the work • Methods and materials • Results: eBooking levels • Results: automation and patient empowerment potential of tasks related to health service scheduling • Results: identified application software services • Conclusions www.uku.fi/solea 2

  3. Context • Implementation phase of national healthcare eArchive and ePrescription in Finland underway • Additional drivers for citizen eServices and eBooking in health: – reservation and scheduling of health services is one of potential key factors in transformation of health services • patient empowerment • administrative and clinical process improvements in health service production • networked care; requires commensurable definition of health services – web and mobile-based eBooking in general gaining acceptance – majority of eBooking solutions in healthcare internal to one provider or speciality – need to start gracefully, ensure open development and contracts, etc. • Actors: – eKat project 2007-2009: coordination of citizen eServices in healthcare – Service-oriented architecture research in SOLEA and SerAPI projects www.uku.fi/solea 3

  4. Methods and materials • eKat coordinated seven regional citizen-centric eHealth initiatives in Finland • in six of these, eBooking or scheduling sub-projects were included • for eBooking, goals, requirements, process descriptions, solutions of these were evaluated and used as a basis – heterogeneous goals and solutions, varying provider and citizen tasks • constructive design of guidelines, recommendations for further national and regional activities • including: – analysis of scheduling tasks to be automated or potentially transferred to patients capable of handling them, in different ”maturity phases” – identification of application services which promote migration towards more matured and citizen-empowered solutions www.uku.fi/solea 4

  5. eBooking levels : ” maturity model of eScheduling from citizen viewpoint ” 1. Push model – provider-initiated time slot suggestions to the citizen 2. Calendar model – provider calendar of available time slots for a given service is revealed to the citizen 3. Location selection model – level 2+ service provider or provision location selection 4. Pathway model – combination of levels 1-2-3 constrained by a structured care plan or scheduling plan 5. Automation model – combines previous levels with automatic intelligent reasoning and routing of patient www.uku.fi/solea 5

  6. Scheduling tasks Viewing scheduled appointments and services Provider Patient Auto View scheduled appointments of the patient Query scheduled appointments of the patient View or query by organization / service / resource Service Scheduling Tasks Provider Patient Auto View available time slots from calendar Search available time slots using defined criteria Book an appointment from a calendar Confirm an offered time slot Refuse an offered time slot Cancel an appointment Reschedule an appointment Book set of related services (multiple service booking) Book repeated appointments for one service (serial) www.uku.fi/solea 6

  7. Scheduling: patient empowerment potential Viewing scheduled appointments and services Provider Patient Auto View scheduled appointments of the patient Y Y Query scheduled appointments of the patient Y View or query by organization / service / resource Y Service Scheduling Tasks Provider Patient Auto View available time slots from calendar Y Level 2 Search available time slots using defined criteria Y Level 3 Book an appointment from a calendar Y Level 2 Confirm an offered time slot Level 1 Refuse an offered time slot Level 1 Cancel an appointment Y Y! Reschedule an appointment Y Y! Book set of related services (multiple service booking) Y opt 4 opt Book repeated appointments for one service (serial) Y opt opt www.uku.fi/solea 7

  8. Allocation and planning tasks (pre-booking and post-booking) Time allocation (pre) and acceptance (post) activities Provider Patient Auto Allocate time slots for a given reserver (pre) Allocate time slots for any authorized reserver (pre) Book internal resources for the service (pre/post) Confirm external time slot booking (post) De-allocate time slots from external booking (pre) Verify authorization and eligibility (pre/post) Send appointment reminder (post) Related planning, ordering and queue mgmt tasks Provider Patient Auto Send booking request to the reserver / patient Define provider or location (e.g. order or referral) Define services for the future (appointment plan) Receive order or referral, leading to other actions Advance the queue of patients, leading to other actions www.uku.fi/solea 8

  9. Allocation and planning: automation potential Time allocation (pre) and acceptance (post) activities Provider Patient Auto Allocate time slots for a given reserver (pre) Level 1 Level 1! Allocate time slots for any authorized reserver (pre) Y Y Book internal resources for the service (pre/post) Y Y! Confirm external time slot booking (post) Y Y De-allocate time slots from external booking (pre) Y Y Verify authorization and eligibility (pre/post) Y Y! Send appointment reminder (post) Y Y! Related planning, ordering and queue mgmt tasks Provider Patient Auto Send booking request to the reserver / patient Level 2 Level 2! Define provider or location (e.g. order or referral) Y Opt L5 Define services for the future (appointment plan) Level 4 Opt L4 Receive order or referral, leading to other actions Y Opt L5 Advance the queue of patients, leading to other Y Opt L5 actions www.uku.fi/solea 9

  10. Implementation scope: Location of applications and services: L=local, organizational R=regional, cross-organizational starting point (level 0) N=national National and Local services and L R N systems Patient information systems, res.mgmt Y Y Core and added value services for L R N scheduling Booking repository Appoitment calendar service (gateway) y -available slots y -booked appointments y Process coordination service -planned appointmes (appointments, pathways) Citizen eAccess (view appointments) Citizen eBooking interface y National Code Service y Y Repository of inter-organizational rules and contracts Supporting and related services L R N Notification and confirmation Consent management y Citizen identification y Y Care relationship service Other: patient / professional communication, y y y information services, ePrescription renewal, delegation, personal health record services… www.uku.fi/solea 10

  11. Implementation scope: Location of applications and services: L=local, organizational R=regional, cross-organizational Level 1: push model N=national National and Local services and L R N systems Patient information systems, res.mgmt Y Y Core and added value services for L R N scheduling Booking repository Appoitment calendar service (gateway) y -available slots y -booked appointments y y Process coordination service -planned appointmes (appointments, pathways) Citizen eAccess (view appointments) Citizen eBooking interface y National Code Service y Y Repository of inter-organizational rules and contracts Supporting and related services L R N Notification and confirmation y y Consent management y Citizen identification y Y Care relationship service Other: patient / professional communication, y y y information services, ePrescription renewal, delegation, personal health record services… www.uku.fi/solea 11

  12. Implementation scope: Location of applications and services: L=local, organizational R=regional, cross-organizational Level 2: calendar model N=national National and Local services and L R N systems Patient information systems, res.mgmt Y Y Core and added value services for L R N scheduling Booking repository Appoitment calendar service (gateway) Y -available slots y -booked appointments y Y Process coordination service -planned appointmes (appointments, pathways) Citizen eAccess (view appointments) y Y Citizen eBooking interface y National Code Service y Y Repository of inter-organizational rules and contracts Supporting and related services L R N Notification and confirmation y y Consent management y Citizen identification y Y Care relationship service y Other: patient / professional communication, y y y information services, ePrescription renewal, delegation, personal health record services… www.uku.fi/solea 12

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