status_POMMeHealth_6 05 17

Julie’s May 6th feedback based on meeting notes from 20 April 2017

1. The app works with Chrome but not with the most recent version of Internet Explorer (11.953.14393.0). Internet Explorer and Safari are frequently used in health care. NOW SEEMS TO BE WORKING WITH INTERNET EXPLORER.

2. Liam to create a record amendment / versioning design document for future development TO BE DISCUSSED LATER

3. User needs to know right away that the app has registered their click. Add a 'waiting/loading' indicator whenever a delay occurs (eg. log in, initial load of capacity and performance input screen, etc). DONE

4. Changes to the "Select a Patient" function

   1. Patients should be listed in alphabetical order based on last name NOT YET DONE
   2. It is unnecessary to say select a patient twice. It is sufficient to say Select a Patient on the blue button only. NOT YET DONE

5. Changes to the patient record 'home page' upon selecting a patient

   • Do not allow a user to modify another user's document. DONE. WHEN LOGGED IN AS TESTPROVIDER I WAS RESTRICTED FROM EDITING FLOR’S FUNCTIONAL SCORE DOCUMENT IN LILY WHITE’S CHART. VERY NICE!
   • Column title should be Date Modified / Signed instead of Date Entered. Encounter date is not entered / displayed. DONE
   • Saving the same document multiple times should not create new rows on the document list. Should update rather than insert. The goal is to prevent unnecessary clutter. DONE
   • NEW OBSERVATION – What is the sort order for displaying documents in the patient’s chart? It should be reverse chronological order (i.e. the most recent on top).
   • NEW SUGGESTION – Remove the statement “Click a row below to view or modify its score” and replace with a small blue ‘+’ button beside each row. This is consistent with the design of clicking a blue button to perform a user action.

6. Changes when viewing a selected document

   1. Display the author on both signed and unsigned documents. Don't want to back out to the patient document list to see the author. DONE
   2. Fix the bug in the save feature. Edit screen does not retain the previously entered or saved values. DONE
   3. User should be presented with four possible actions to perform on the selected document: 1) Save & Close, 2) Edit, 3) Sign, 4) Delete. DONE, ALTHOUGH THE OPTION TO DELETE SHOULD APPEAR AS SOON AS A NEW FUNCTIONAL SCORE DOCUMENT IS OPENED. IT CURRENTLY ONLY APPEARS AFTER THE DOCUMENT IS SAVED AND THEN RE-OPENED.
   4. All action buttons should be blue with a distinct icon (minus sign for save & close, plus sign for edit, check mark for edit, x for delete) DONE
   5. Remove dashes and use ALL CAPS for section headings. DONE
   6. Delete is only permitted for unsigned documents and only by the user that created the document. It is needed in case someone has documented in the wrong record. DONE. SEE COMMENT ABOVE THAT THE DELETE BUTTON MUST BE AVAILABLE THE FIRST TIME A NEW DOCUMENT IS OPENED. Close should not lose data. Implicit save. Therefore, separate save and close buttons not needed. DONE.

7. Changes when editing a selected document section

   1. User should be presented with two possible actions to perform on the selected document section: 1) Save & Close, 2) Save & Continue DONE.
   2. Action buttons should be blue. DONE.
   3. Use white font for the number zero in environment so it shows up against blue NOT YET DONE.
   4. Close without saving is not needed. User can deselect scores that they entered by accident. It is unlikely they would need to deselect all scores they entered unless they documented in the wrong patient, in which case they will use the Delete function. DONE.

8. Basic Reports are ready. Can create CSV files for fancy charts to show "the art of the possible" for future development. FEEDBACK ON SCORE REPORTS

   1. TBD WITH CHERYL - SHOULD ALL SECTIONS BE AVAILABLE IN A SINGLE REPORT RATHER THAN 3 SEPARATE REPORTS?
   2. SORTING RULES
      • FIRST GROUP THE DOMAINS BY CATEGORY (I.E. ALL DOMAINS IN THE MENTAL FUNCTION CATEGORY SHOULD BE TOGETHER)
      • WITHIN EACH CATEGORY LIST THE MOST RECENTLY SIGNED SCORES ON TOP