Patient Work Flow

1. LM3S – Medical Summary
Scope of Summary
This document will be used as the basis for the Provisional Patent application. It
contains overview summaries for each component of the LM3S. A further granulized
and detailed document will be submitted prior to the Non-Provisional Patent application
process.
Overview of the Invention
The Innovatio Group has created a process for hospitals and other medical
professionals to monitor, track, and report throughout the total life-cycle of the patient.
By combining existing technology with proprietary software code, collectively called the
LM3S, it is now possible for all parties of interest to become intimately involved with the
managed care of the patient as well as providing business reporting functionality that
increases overall effectiveness of the education of medical campaigns.
Elements of Invention
The foundations of the process involve the combination of existing technologies and
proprietary software. Below is a list of these attributes followed by a brief overview of
each.
Patient Acquisition and Data Gathering
Microsoft Customer Relationship Management System (CRM)
Microsoft HealthVault
Microsoft Lync
Patient Health Record (PHR)
HTML5 Website
1. Patient Acquisition and Data Gathering
Our process starts with a marketing campaign that raises the awareness of a
particular medical condition, disease, or preventative measure and provides a call to
action to either the hospital or their medical provider. This method involves
traditional marketing techniques such as: Direct mail, outside media, radio and TV
spots, websites, seminars, and health fairs.
The call to action involves the patient calling either a local or toll-free telephone
number where their name, address, and other pertinent information is obtained.
Each marketing initiative is coded with an information tracking device; therefore, as
each patient responds from their respective marketing medium, it can be individually
traced to its original source location, such as: which specific billboard, time of radio
ad, and search keywords to the website.
Patients can also be added to the system through an internal process by identifying
patients that qualify by certain medical criteria, such as an abnormal
Echocardiogram reading.

2. 2. Microsoft Customer Relationship Management System
The data obtained from the Patient Acquisition process is uploaded and merged into
the Microsoft Customer Relationship Management system (CRM). This software
package stores all of the patient’s non-medical information, such as name, physical
and email address, contact phone number, etc. It also manages the data collected
from every marketing initiative as well as produces reports on the success rates of
the campaigns.
3. Microsoft HealthVault
HealthVault is a Personal Health Records (PHR) system developed by Microsoft. It
allows the patient to not only house their medical data electronically, but also utilize
the hundreds of companies connected to HealthVault, such as pharmacies, medical
devices, and lab reporting companies. By the use of Microsoft’s HealthVault
platform, we capture snapshots of the patient’s medical data from the hospitals and
their other medical providers. All of the patient’s relevant medical data is stored
securely by Microsoft servers.
4. Microsoft Lync
Microsoft Lync is a unified communications software system. Similar to Skype and
GotoMeeting, Microsoft Lync has the ability to conduct “face-to-face” video
conferencing and computer screen sharing. Hospital surgeons, physicians, and
patients can utilize the video conferencing feature to conduct virtual medical video
telephony with image and screen sharing functions. These videos are also archived
for viewing by non-attendees or to review for further diagnosis.
5. Personal Health Record
By layering our proprietary software code on top of Microsoft HealthVault, we create
for the patient a Personal Health Record (PHR) to visualize, add, and amend their
personal medical information. The patient can also share their data with their
medical providers, caregivers, and other family members.
6. HTML5 Website
The application utilizes portals (Administrator, Physician, and Patient [described in
further detail below]). These portals are accessed by user ID and Password on a
website written in HTML5 code. This will allow mobile users to have similar
experiences in relationship to desktop users.
Proprietary Software Solution
With the exception of the Personal Health Record software that is layered on top of
HealthVault, all of the platforms and programs described above can run independently
but not interact with each other. In order for the solution to be novel, they all have to
become one end-to-end process with information being gathered and transmitted
to and from each platform and disseminated out to the correct party.

3. This is accomplished by our Proprietary Software Solution, called The Linkage
Marketing Strategy Software System (LM3S). At its core, the LM3S combines the CRM,
Video Conferencing, and PHR modules into one unified entity. For the first time, a
patient can be tracked from patient acquisition through the medical procedure and
retention for future medical campaigns. Information is transferred seamlessly to the
patient’s physicians, surgeons, hospital administrators and marketing staff. This
ensures that the patient is provided the most informed medical team in and out of the
hospital.
The software code, which runs the executable files to gather the information from the
marketing campaigns, CRM and PHR modules, along with the video conferencing
software, is stored on our own dedicated servers. Without this code, the LM3S would
not exist and neither would the seamless transfer of information between the entities.
Working Example from Combining Technologies
The Innovatio Group has developed an end-to-end solution for hospitals to acquire,
educate, manage, track, and report on patient (customer) activity. For this working
example, we will demonstrate how the process works for a hospital using our product
for their Heart Valve Initiative (HVI) program.
Patients are engaged in the HVI via external marketing campaign (billboards, radio, TV,
print, web, etc.). Each marketing initiative is assigned separate local or toll-free
telephone numbers where the LM3S manages the acceptance rate of each marketing
tool. Patients can also be added to the HVI through physician review of an existing
echocardiograph (ECHO). The hospital administrator will tag the ECHO and upload the
patients’ medical information into the LM3S.
A patient’s medical information is made available through the Personal Health Records
(PHR) tool that is linked to Microsoft HealthVault. By signing up for HealthVault, a
patient’s medical information is uploaded to the LM3S and is now made available to
those participating in the HVI including the patient’s primary care physician and
cardiologist.
Patients designated to have ECHO’s that need further review are then put into
‘Conference’. Conference is the direct collaboration of physician, surgeon and hospital
administrator. These conferences take place on-line via the LM3S system. Physicians
managing a particular patient are given access to engage the ‘conference’ via e-mail
submission to register with a user name and password from the participating hospital
website. Once logged, the physician’s involved with a patient up for a ‘conference’ event
can now review in real time a conference event. Similar to the physician, hospital
administrators can also engage a ‘conference’ event and subsequent patient
information once they log in via the hospital website with their designated username and
password.
A ‘conference’ event is a “live” streaming video conference where all parties involved in
the health management of the patient engage on-line. Patient information is made

4. available to review by all parties, medical images (echocardiographs, x-rays) can be
reviewed, notes from conference participants can be uploaded and e-mails can be sent
relating to conference outcome. After the event, an archived version is made available
on the LM3S for participants not available for the live event and also for review for
further diagnosis.
The journey the patient takes through the HVI is constantly tracked by hospital
administrators so that this information can be immediately disseminated to all parties
involved with the health management of the patient. This feature is available to the
hospital administrators by the LM3S’ Administrator Dashboard. Other benefits
include:
 Ability to search, manage, and view all patients involved with the HVI
 Messaging service to alert patients, physicians, and other parties managing the
patient’s health.
 Master scheduling of therapeutic events and live Conferences for the patient
 Reporting functionality to assess the success rates of the initial marketing
campaigns, show the workflow of patients throughout the HVI process, identify
which outside physicians are the most engaged with their patients in the HVI, and
financial reports such as Return on Investment for each marketing initiative.
These reports are listed below:
Standard List of Available Reports
Account Distribution Identify patterns in top revenue goals
Account Overview View a one page overview of an account
Account Summary View a chronological summary of accounts
Activities Display a list of activities
Campaign Activity Summary Track campaign activities
Campaign Comparison Compare two campaigns
Campaign Performance Track the progress and status of a campaign
Case Summary Table View the patterns in cases
Competitor Win Loss Compare how your sales team is performing
Invoice View an invoice and its line items
Invoice Status View your accounts receivables
Lead Source Effectiveness Compare your lead sources
Neglected Accounts Identify accounts that have not been active
Neglected Cases Identify cases that have not been active
Neglected Leads Identify leads that have not been active
Products by Account View products that are used by accounts
Products by Contact View products that are used by contacts
Progress Against Goals View progress against goals
Quote View a quote and its line items
Sales History Understand past sales performance

5. Sales Pipeline View anticipated potential sales
Service Activity Volume View the patterns in service activity
User Summary View user contact and security roles
Enhanced Reports
Patient Reports
ROI View Return on Investment for selected campaigns
Patient Activity View number of patients in process
Patient Referral from Physician View number of patients referred by physician
Patient Therapy Summary View patients vs. type of therapy events
Patient Effectiveness View patients vs. therapy events
Marketing Reports
Geographic Area View candidates by geographic area
Call Tracking by Campaign Analyze campaign via call number
Call Tracking by Website Analyze campaign via website/specific call number
Other Reports
Future Campaign Opportunity Select report by any data type, i.e., age, condition
Number of Licenses Sold Track how many licenses have been sold by
hospital or campaign
Expiration of licenses
The LM3S also includes a Physician Portal that is accessed by the patient’s
physicians. This tool allows the physician outside of the hospital to become intimately
involved with the progress of their patient through the HVI process at the hospital. It also
includes features such as:
 Messaging service to alert patients, physicians, and other parties managing the
patient’s health.
 Patient File – where people can access a patient’s medical files
 HVI Conference Results – information on conference results are stored
 Archived Patient Conferences – past video conferences are able to be accessed
for review
 Patient Treatment Day – indicates where a patient is in the HVI process
(conference, surgical review, therapy day)
 Heart Valve Institute News – a place where information regarding hospital events
are posted
The LM3S completes the circle of health management with a Patient Portal that houses
the medical information of the patient. By utilizing HealthVault, the patient has the ability
to access current medical records imported by their physician or through HVI. Tools are
available for patients to upload and track medical progress, follow physicians medical

6. orders, track weight, blood pressure, abbreviated notes from a HVI conference, and
other pertinent medical information as described earlier via the PHR program that is
linked to Health Vault.
Additionally, patients will receive through their personal portal (web page) marketing
messages about programs, events, medical trails, medical news and other specific to
their medical condition. They will also have the ability to utilize the live video
conferencing feature to conduct telemedicine “office calls” with their primary care
physician or cardiologist.
Patient Portal
Patients can access their medical information through their individual Patient Portal.
Some of the features include:
Receive/send personal messages from the hospital as well as their physician
Educational information from the hospital on medical conditions
Personal care instructions from their physician
“Face to Face” video conferencing medical telephony between patient and physician
Ability to share medical information to family members and caregivers
Access to the entire Microsoft HealthVault ecosystem including: Healthcare
Associations, Laboratories, and Health and Device Manufactures.
The data sets gathered are below:
Advance Directive Heart Rate
Aerobic Exercise Session Height Measurement
Aerobic Profile Immunization
Allergic Episode Insulin Injection
Allergy Insurance Plan
Appointment Lab Test Results
Asthma Inhaler Life Goal
Asthma Inhaler Usage Medical Annotation
Basic Demographic Information Medical Image Study
Blood Glucose Measurement Medical Problem
Blood Oxygen Saturation Medication
Blood Pressure Measurement Medication Fill
Body Composition Message
Body Dimension Microbiology Lab Test Result
Calorie Guideline PAP Session
Cardiac Profile Personal Contact Information
Cholesterol Profile (Lipid Profile) Personal Image
Continuity of Care Doc. Pregnancy
Continuity of Care Record Procedure
Daily Dietary Intake Radiology Lab Result

7. Daily Medication Usage Respiratory Profile
Diabetes Insulin Use Sleep Related Activity
Diabetic Profile Sleep Session
Discharge Summary Spirometer Measurement
Emer. or Prov. Contact Status
Exercise Samples Vital Signs
Explanation of Benefits Weekly Aerobic Exercise Goal
Family History Weight Goal
Family History Condition Video Player
Family History Person Hospital News
Genetic SNP Result (Physician Portal Only Below)
Group Membership Search for patient by name
HbA1C Measurement Search for patient by condition
Health Assessment Search for patient by therapy event
Healthcare Proxy Calendar (patient treatment day)
EF Number Conference results center
Family History Image Portal
List of Doctors Charts of Patients
The following page shows how a potential patient will flow through the entire LM3S
process.

8. LM3S Patient Process Flowchart
Patient calls number which
routes to Nurse Navigator
Assisted Living
Facilities
Print Ad
(Unique Phone Number)
TV Spot
(Unique Phone Number)
Radio Spot
(Unique Phone Number)
Website
(Unique Phone Number)
Billboard
(Unique Phone Number)
Field Marketing Events
(Unique Phone Number)
Patient’s PHR is created
Incoming call is recorded. Nurse Navigator follows appropriate script to
obtain consent and input patient information into web form
Web form is pushed to the LM3S Call information is collected
and pushed to LM3S
The LM3S sends out information to patient
regarding their Personal Health Tool
The LM3S sends out information to patient’s physician
on sign in procedures for Physician Portal access
Patient enters HVI Brand Loyalty program begins
Health Fairs and
Screenings
Corporate
Presentations

9. Echo review
Echo Not FlaggedEcho Flagged
Send letter to patient with instructions
to call a designated toll-free number
Patient calls number which
routes to Nurse Navigator
Patient’s PHR is created
Send letter to patient’s
cardiologist
Send letter to patient’s
cardiologist
Incoming call is recorded. Nurse Navigator follows appropriate script to
obtain consent and input patient information into web form
Web form is pushed to the LM3S Call information is collected
and pushed to LM3S
The LM3S sends out information to patient
regarding their Personal Health Tool
The LM3S sends out information to patient’s cardiologist
on sign in procedures for Physician Portal access
Surgical consult is required
HVI conducts conference and submits results
Brand Loyalty program begins
Nurse Navigator designates appropriate
status in Administrator Dashboard
Patient has surgical event
Surgical event is required
Nurse Navigator designates appropriate
surgical event in portal and schedules event
Send letter to patient with instructions
to call a designated toll-free number
No surgical event
Nurse Navigator designates appropriate status in Administrator
Dashboard and sends message to patient and cardiologist
No surgical consult
Nurse Navigator designates appropriate status in Administrator
Dashboard and sends message to patient and cardiologist

10. Patient PHR is created
Patient Personal
Health Tool
Hospital Administrator
Dashboard
Physician Portal
The LM3S sends out information to Hospital
Administrator regarding their Dashboard
The LM3S sends out information to patient
regarding their Personal Health Tool
Patient logs in to the website for access to
their Personal health Tool
The LM3S sends out information on sign in
procedures for Physician Portal access
Hospital Administrator logs in to the website
for access to the Dashboard
Physician accesses website for login and
signs up for their Physician Portal
Secure messaging service between patient’s Personal Health Tool, Administrator Dashboard, and Physician Portal
Video connection HVI Conference
Hospital staff and physicians can view patient’s records within their respective Portal or Dashboard
Administrator Dashboard views include the
following reports
ROI
Referring physicianNumber of flagged echoes
Number of echoes in system
Number of conference events
Number of surgical consult events
Number of patients
per physician
Type of surgical events
Brand Loyalty program begins
Number of patients
per location
Type of physician - Family
Practice or Cardiologist
CABGTricuspidMitralAortic