Annotations example

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
2Main Menu
N
Patient List
PTPatient Profile - Treatment Plan
Patient Profile - Discussions
TL
18
15
14Task List
PPO
16PD
Patient Profile - Overview
ARAuthoring Radiation
Authoring Oral
A
33
22
21Authoring
AC
28AO
Authoring Chemo
AAWAuthoring Workup
Authoring Watchful Waiting
AP
40
38
36Authoring Pre-Consult
AL
39AW
Authoring Long Term Tasks
46Checklist Manager CM
TM 45Task 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)
42Holding Plans HP
DP 41Discontinuing Plans
v 2 - layout changes, many screens replaced with updated versions

MAIN MENU
Main Menu
https://www.dropbox.com/s/yfitxm3ady46zmt/PatientOverview_Tablet.png
The menu is accessible from any page in the app.
DASHBOARD
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3
3
4
5
6
7
8
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.
1
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.
2
3 4
1
9
SCREEN: M1
SCREEN: D1
Desktop:
https://www.dropbox.com/s/vzvbrzmnvsw72dx/Menu_Tablet.png
Tablet:
1st Consultation Interval
Chemotherapy Interval
New Patients
PAGE 2

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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7
88
9
10
11
2
5
4
1
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:
3
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

NOTIFICATIONS
Notifications
https://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.
3
2
s
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: N1
1
4

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 Smith
10:30am
Jane Smith
09:30am
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.
1

NEW PATIENT ENTRY - BRAND NEW PATIENT
1. Basic Info
https://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.
1
2
2. Referring Doctor
https://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..
2
1
3. This patient is for
https://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 Referral
https://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.
click anywhere
in panel to go
back to editing

4a. Reason for Referral
https://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 Appointment
https://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. Submit
https://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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2
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: NP10
1
Annotations:
1. Submit button only appears when all fields are completed.

https://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. Submit
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.
3
SCREEN: NP12
8. First Consultation Treatment Plan
https://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 assigned
a 1st Consultation Task List
Review the Task List
1
2

https://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. Submit
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
When a 1st Consultation task list does not already exist.
1
2
SCREEN: NP14
8. First Consultation Treatment Plan
https://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 Task
https://www.dropbox.com/s/8oviaim3kflvfhe/Authoring-PreConsult-AddBefore.png

NEW PATIENT ENTRY - EXISTING PATIENT
1. Basic Info
https://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 for
https://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. Diagnosis
https://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. Submit
https://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).
1
Annotations:
1. Submit button only appears when all fields are completed.

5. Treatment Plan Needed
https://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. Submit
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
1
2
SCREEN: NP20
8. Treatment Plan Editor
https://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 Plan
https://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

SCREEN: NP21
SCREEN: NP22
9. Adding Chemotherapy to Existing Patient
https://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 Plan
https://www.dropbox.com/s/wt4p2wlr6dp4m4c/Authoring-List-TC1Complete.png
In this example, the patient is currently in Cycle 2.
SCREEN: NP23
3
1
2
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).
4
Screen A1
https://www.dropbox.com/s/0n0arni4yb6tbzp/Step8_TreatmentPlan.png
continues to show
before / during / after for TC3

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 Patient
1st 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 Patient
Create
1st Consultation
Treatment Plan
Automated
Add New Plan
1st Consultation
Treatment Plan
Assigned
Add Tasks
All future patients with
XYZ Cancer will now
receive this treatment plan
Reason For Referral:
ABC Cancer
ABC Cancer
Checklist
Reason For Referral:
XYZ Cancer
Existing Patient Entry
Enter New Patient Info
Add 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
Chemo
Oral Therapy
Radiation
Long Term Task
Watchful Waiting
Additional 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

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
5

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 Overview
https://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.
2
3
1
4
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SCREEN: P01
Patient Profile without Stage indicated:
https://www.dropbox.com/s/hn46m7nz0x3ohw2/PatientOverview_NoStage.png

PATIENT PROFILE - DISCUSSIONS
Discussions
https://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 Sticky
https://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.
1
2
3
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

PATIENT PROFILE - MULTIPLE STICKIES
Single Sticky
https://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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1
1
Multiple Stickies - Collapsed
https://www.dropbox.com/s/d9qddjyftin2q1m/PatientOverview_with_3_Limited_GlobalMessage.png
2
Multiple Stickies - Expanded
https://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

PATIENT PROFILE - TREATMENT PLAN
Treatment Plan
https://www.dropbox.com/s/agidh41uo6b4fw5/TreatmentPlan_On.png
Turn Treatments On / Off
to 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
1
2
3
7
4
6
9
5
10
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)
8
12
11
13
https://www.dropbox.com/s/y027iwlgz6w8bek/TreatmentPlan_Off-%28green-is-off%29.png
SCREEN: PT1 SCREEN: PT2
Screen PT1 Screen PT2

PATIENT PROFILE - TREATMENT PLAN IN ACTION
Checklist in Action
https://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.
1
2
3
4
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.
5
7
6
SCREEN: PT3

TASK DETAIL
Task Detail
https://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

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

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: AC2
https://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.

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.
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

Blank Authoring Page
https://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

Adding a Task That Comes Before (of After) the
Main Event
https://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 Appointment
in the office
Repeat for a range of cycles Repeat, one other time
(in this case, cycle 2)
Appointment
at another location
ICONS

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

Saving an Authored Treatment Plan
https://www.dropbox.com/s/aoyeisllfoqdhfp/Authoring-TaskListChemo.png
Sends the user back to the main Treatment Plan page.
SCREEN: AC7
SCREEN: A1

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

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

Adding a Task That Comes Before (of After) the
Main Event
https://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

Adding a Task That Occurs the Day of the Main
Event
https://www.dropbox.com/s/droov3gqwmc5szz/Authoring-TaskListOral-NewDuring.png
SCREEN: AO4

https://www.dropbox.com/s/wfnvajj4hukp668/Authoring-TaskListOral.png
SCREEN: AO5
SCREEN: A1

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 Regimen
https://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

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

https://www.dropbox.com/s/5oy1imy0v2t3o7a/Authoring-TaskListRad.png
SCREEN: AR5
SCREEN: A1

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 Smith
Diagnosed 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
bettysmith@email.com
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 am
12 days away
View Full Calendar
Add a 1st Consultation Plan for Betty Smith
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

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.
Finish Adding Tasks
Task List
Add a new task
Finish Adding Tasks
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
Treatment PlanPatient Overview
Betty Smith
Diagnosed with Breast Cancer add a stage
Betty comes in next for a 1st Consultation
03/11 at 9:30 am
12 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

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 Task
https://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

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 Task
https://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).
1
2
3
4
SCREEN: A2
SCREEN: AW1

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.png
https://www.dropbox.com/s/328x3fxoeq2srmm/Authoring-AdditionWorkup-New.png
https://www.dropbox.com/s/j6co5pc51e1pwam/Authoring-AdditionWorkup.png

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)

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
A reminder will be sent in 3 days
A reminder was sent 1 day ago
if reminder has elapsed
ifrem
inderhasnotelapsed
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: HP5
SCREEN: 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)

DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
OK
Set another reminder for resuming this treatment
1 week
1
Jane Smith’s Chemotherapy
on hold since 1/15/14 reset
reminder
reminder reset
undo | view plan
5
Jane Smith’s Chemotherapy
reminder
Jane B’s Chemotherapy
reminder
Jane C’s Chemotherapy
reminder
Jane D’s Chemotherapy
reminder
Jane E’s Chemotherapy
reminder
just now
2 days ago
5 days ago
6 days ago
7 days ago
just now
ONE WEEK LATER…
IF MULTIPLE REMINDERS
the 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)

RADIATION
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
OK or Cancel
ORAL THERAPY
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
OK or Cancel
WATCHFUL WAITING
DISCONTINUE
THIS TREATMENT
OK or Cancel
CHEMOTHERAPY
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
OK or Cancel
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
or Cancel
1 week
OK
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
or Cancel
1 week
OK
DISCONTINUE
THIS TREATMENT
HOLD
THIS TREATMENT
or Cancel
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
- poor tolerance
- poor tolerance
- poor tolerance
Each treatment type has its own set of drop down reasons.
THERE IS NO HOLD PLAN FOR WATCHFUL WAITING
REASONS FOR HOLDING / DISCONTINUING

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
Pathology
Reports
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
1
4
SCREEN: TM1

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
You Have Authored
41 Pre-Consultation Checklists 21 Chemotherapy Checklists
19 Oral Therapy Checklists 1 Radiation Checklist
1
Chemotherapy
Checklists
Pre Consultation
Checklists
Oral Therapy
Checklists
Checklist Management
Anal Cancer
53 patients have been assigned this checklist
View or Edit This Checklist
B-12 Deﬁcience Anemia
needs a checklist
Create This Checklist
Basal Cell Cancer
Bladder Cancer
needs a checklist
Create This Checklist
Breast Cancer
show all | with checklists | without checklists
Cancer of Unknown Primary
Search a Diagnosis
Radiation
Checklists 2
3
SCREEN: CM1
SCREEN: CM2

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