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OSCAR

Health Tracker Module

Business Requirement Document

Version 2.1

Author: Alek Mirkin, Rosemary Mohammed

Approved on Date <dd-mm-yyyy>

Approved by: <name, title>


Document Revision History

Version

Date

Changed By

Change

1.0

 06/21/2013

Rosemary Mohammed

Initial Draft – List of Business Requirement

1.1

 06/24/2013

Alek Mirkin, Rosemary Mohammed

Refinement to list of Business Requirement

1.2

 06/26/2013

Rosemary Mohammed

Added the Acceptance Criteria to the BRD

1.3

 06/28/2013

Alek Mirkin, Rosemary Mohammed

More refinement to BR & Acceptance Criteria

1.4

 07/1/2013

Alek Mirkin, Rosemary Mohammed

Updated and Refined the list of BR including OMD requirements

1.1

 07/3/2013

Rosemary Mohammed

Added Project Overview, References and OMD Acceptance Criteria

1.5

 07/5/2013

Rosemary Mohammed

Developed the project network diagram of the project timeline - Appendix A

1.6

 07/8/2013

Alek Mirkin, Rosemary Mohammed

Refined the Project Overview & OMD Requirement

1.7

 07/9/2013

Rosemary Mohammed

Final Draft – Added  Document Revision History, Executive Summary, Business Model and Requirement Approach

1.8

 07/10/2013

Alek Mirkin, Rosemary Mohammed

Added User Interface Solution to Business Requirement and more formatting of BRD

1.9

 07/11/2013

Alek Mirkin, Rosemary Mohammed

More refinement on BRD Final Draft

2.0

 07/14/2013

Alek Mirkin, Rosemary Mohammed

                                                                                                                                                                                           Updated Functional Requirement for R7 & R8

 

2.1

07/25/2013

Alek Mirkin, Rosemary Mohammed

Updated R7, R8 & R22


1. Overview

...

Introduction

The purpose of the Business Requirements Document (BRD) is to lay the foundation for the design and development of a technical solution. The BRD describes the high-level business process and also outlines the business needs that will be fulfilled by the successful completion of the project and also takes this one step further and identifies actual technical or system requirements for the solution.

...

The business requirements listed below will enhance the usability and effective management of chronic diseases within OSCAR EMR via the Health Tracker Module. The Business Requirement ID i.e. R7, R23 in red color are requirements that do not currently exist but must be incorporated in future release.      

        

 

 

ID

Priority

Requirements Statement

Acceptance Criteria

Accessibility

R1 

 

Access Health Tracker module from the eChart module 

Health Tracker module is opened from eChart encounter environment under the measurement section

R1.1 

 

Access the disease flow-sheets from Health Tracker main screen 

View disease flow-sheet (components) from the top menu bar on the Health Tracker module. Color Blue indicates the disease flow-sheet currently selected/active.

Navigation bar split into two sections

a)    Registered disease are presented: Top menu from left to right before the rule bar and optional button “More”.

b)    Non-Registered disease are presented: On the second line navigation tab.

c)    When the “More” button is selected and a warning message appears that means, patient is not registered for the disease with an options to add disease code (this moves the flow-sheet from non-registered i.e. left-side of the rule bar to registered i.e. right-side of the rule bar) or make entry via the disease register.

d)    A disease flow-sheet opens a listing of measurements with data from existing measurements in condition when a menu tab is selected

e)    A disease flow-sheet opens a listing of measurements for new data input when a menu tab is selected

                                                                              User Interface               

R2

 

 

Demographic information of the patient appear on the top main bar of the Health Tracker

 

Patient’s demographic record presents 

a)    Last name, First name

b)    Date of Birth (YYYY-MM-DD) & Age

c)    Sex (M/F)

d)    Health Information Number (HIN)

R3

 

 

Navigation bar of flow-sheets accessible from main menu of Health Tracker

 

Presented patient`s actual measurement in the disease flow-sheet selected from the menu tab.

 

a)    INRFLOW” tab  opens the International Normalised Ratio flow-sheet 

b)    HYPERTENSION” tab opens Hypertension flow-sheet 

c)    DIAB” opens the Diabetics flow-sheet 

d)    ASTH” opens the Asthma flow-sheet 

e)    M8” opens the Chronic Obstructive Pulmonary flow-sheet 

f)     CHF” opens the Chronic Heart Failure flow-sheet 

g)    CKD” opens the Chronic Kidney Disease flow-sheet 

h)   HIV” opens the Human Immunodeficiency Virus flow-sheet 

R4

 

 

Under the navigation button of the flow-sheets have indicators of active disease with options to expand all or collapse all and add overdue (DIAB and CKD flow-sheets only has “Add renal” indicator)

 

Fields are organized according to layout requirements and clickable buttons 

a)    Expand All” button expanded all the measurement to open the value and comment fields for the new data measured to be added.

b)    The button label changed from “Expand All” into “Collapse All” immediately clicked. When “Collapse All” is selected, it collapses all the opened entry fields.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

c)    Add Overdue” expanded all the OVERDUE measurements ONLY (these appear in RED text) to open the value and comment fields for the new data measured to be added. When the “Add Overdue” button is re-selected it collapses the Overdue opened entry fields. 

 

 

 

d)    Add Renal” expanded the Renal measurements only which are Alb, eGFR & ACE-I to open their value and comment fields for the new renal data measured to be added. When the “Add Renal” button is re-selected it collapses the opened renal data entry fields.

R5 

 

A list of measurements for the selected disease flow-sheet to allow entry of new values, comments and graphical display of data trend  

When a disease flow-sheet is opened, existing data and charts appears under the appropriate fields on screen, fields are organized according to layout requirements

R6

 

 

Information deck available from the Health Tracker screen and allow access to Medication, Allergies, Reminder and Warning.

(Renal for DIAB and CKD flow-sheets) 

a)    Patient`s existing data appears in the appropriate fields on the screen when the respective functions are selected.

b)    The Information deck remains static as user scrolls down the screen.

Functionality 

R7

 

Ability to remain on main screen of health tracker after an error message appears – Do Not Exist 

Functionality allows warning message to appear on the same Health Tracker screen

R8 

 

Navigate to Top Menu button present at the bottom of the screen to scroll to the top main menu screen of health tracker – Exist, needs improvement 

Navigate button at the bottom of the screen appear, to get users back to top menu

R9 

 

Function of Health Tracker allow edit, add and delete of measurement values and comments 

Function present correct information and delete function erase selected data

R10 

 

Analyse inputted measurement to determine if the level. 

Level presented on screen from “LOW” to “HIGH” Level

R11 

 

Function of calendar control data input 

Record and present the measurement date on the screen

R12 

 

Can request data by selecting on Calendar, required date

Calendar selected date is presented sorted on screen

R13 

 

For ACE-I measurement, must select a radial button option (Yes, No or N/A) for comment added to save data 

Comment is presented when a radial button is selected

R14 

 

Graph tool for visual display of measurement trend 

Displays a graph measurements with more than one data input

R15 

 

Measurement data entered in Health Tracker get populated on the note section of eChart module 

Presented the measurement on note section

R16 

 

Provide magnified view of graph for easy analyses 

Presented a magnified view of the graph on selecting the graph icon

R17 

 

Navigate through an information deck to display medications, allergies and reminders recorded in the health tracker from eChart module 

Populate existing patient data to appear under the appropriate deck on screen

a)    Medication - access list of medication prescribed to patient

b)    Allergies – access list of patient’s allergies

R18 

 

Function of Renal being added to the “DIAB” and “CKD” flow sheets with a Next Steps lists of any renal procedural requirements for the specified patient 

Renal function is available as next steps appears when “DIAB” or “CKD” flow sheets are selected

R19 

 

Provide resources containing relevant information and links to Renal procedures under the Renal deck 

Renal procedures open when link is selected

R20 

 

Provide “Next Step” option

Presented some generated recommendations based on if ACE-I OR ARB has been taken and values of eEGFR and ACR following the Canadian Society of Nephrology (CSN) guidelines 

R21 

 

Provide link to access MyOSCAR for registered patients

Patients must be registered in MyOSCAR to have the MyOSCAR link in the top menu

OMD Business Requirements 

R22 

 

Adding visual indicator that the page is loading (i.e. when switching between flow-sheets) 

“Loading…” message appears integrated within the top menu bar of the flowsheet selected

R23 

 

Ability to change targets/intervals for a single patient and overall for a provider/clinic – Do Not Exist 

Health Tracker section in the Admin Module allow changes to targets/intervals for patients and the clinic 

R24 

 

 

Ability to change which measurements/ preventions appear on the flow-sheet for a single patient and overall for a provider/clinic – Do Not Exist 

Health Tracker section in the Admin Module allow changes to measurements that appears on the flow-sheet 

R25 

 

 

Ability to print flow-sheets – Do Not Exist 

Print option allows the preview and print of selected flow-sheet. – Exist in current version 

R26 

 

Ability to view entries from a specified date-range selection input by a user – Do Not Exist 

Health Tracker section in the Report Module allow report of specified date range to be viewed 

R27 

 

Ability to view X amount of entries set by the provider (i.e. only show the last 3) – Do Not Exist 

Presents a view of the amount of entries set by the provider for preview or printing – Exist in current version 

R28 

 

Ability to select which elements display (for printing) – Do Not Exist 

Displays and Prints only the measurement value for checked or selected elements – Exist in current version

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ID

Priority

Requirements Statement

Acceptance Criteria

Accessibility

R1 

 

Access Health Tracker module from the eChart module 

Health Tracker module is opened from eChart encounter environment under the measurement section

R1.1 

 

Access the disease flow-sheets from Health Tracker main screen 

View disease flow-sheet (components) from the top menu bar on the Health Tracker module. Color Blue indicates the disease flow-sheet currently selected/active.

Navigation bar split into two sections

a)    Registered disease are presented: Top menu from left to right before the rule bar and optional button “More”.

b)    Non-Registered disease are presented: On the second line navigation tab.

c)    When the “More” button is selected and a warning message appears that means, patient is not registered for the disease with an options to add disease code (this moves the flow-sheet from non-registered i.e. left-side of the rule bar to registered i.e. right-side of the rule bar) or make entry via the disease register.

d)    A disease flow-sheet opens a listing of measurements with data from existing measurements in condition when a menu tab is selected

e)    A disease flow-sheet opens a listing of measurements for new data input when a menu tab is selected

                                                                              User Interface               

R2

 

 

Demographic information of the patient appear on the top main bar of the Health Tracker

 

Patient’s demographic record presents 

a)    Last name, First name

b)    Date of Birth (YYYY-MM-DD) & Age

c)    Sex (M/F)

d)    Health Information Number (HIN)

R3

 

 

Navigation bar of flow-sheets accessible from main menu of Health Tracker

 

Presented patient`s actual measurement in the disease flow-sheet selected from the menu tab.

 

a)    INRFLOW” tab  opens the International Normalised Ratio flow-sheet 

b)    HYPERTENSION” tab opens Hypertension flow-sheet 

c)    DIAB” opens the Diabetics flow-sheet 

d)    ASTH” opens the Asthma flow-sheet 

e)    M8” opens the Chronic Obstructive Pulmonary flow-sheet 

f)     CHF” opens the Chronic Heart Failure flow-sheet 

g)    CKD” opens the Chronic Kidney Disease flow-sheet 

h)   HIV” opens the Human Immunodeficiency Virus flow-sheet 

R4

 

 

Under the navigation button of the flow-sheets have indicators of active disease with options to expand all or collapse all and add overdue (DIAB and CKD flow-sheets only has “Add renal” indicator)

 

Fields are organized according to layout requirements and clickable buttons 

a)    Expand All” button expanded all the measurement to open the value and comment fields for the new data measured to be added.

b)    The button label changed from “Expand All” into “Collapse All” immediately clicked. When “Collapse All” is selected, it collapses all the opened entry fields.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

c)    Add Overdue” expanded all the OVERDUE measurements ONLY (these appear in RED text) to open the value and comment fields for the new data measured to be added. When the “Add Overdue” button is re-selected it collapses the Overdue opened entry fields. 

 

 

 

d)    Add Renal” expanded the Renal measurements only which are Alb, eGFR & ACE-I to open their value and comment fields for the new renal data measured to be added. When the “Add Renal” button is re-selected it collapses the opened renal data entry fields.

R5 

 

A list of measurements for the selected disease flow-sheet to allow entry of new values, comments and graphical display of data trend  

When a disease flow-sheet is opened, existing data and charts appears under the appropriate fields on screen, fields are organized according to layout requirements

R6

 

 

Information deck available from the Health Tracker screen and allow access to Medication, Allergies, Reminder and Warning.

(Renal for DIAB and CKD flow-sheets) 

a)    Patient`s existing data appears in the appropriate fields on the screen when the respective functions are selected.

b)    The Information deck remains static as user scrolls down the screen.

Functionality 

R7

 

Ability to remain on main screen of health tracker after an error message appears – Do Not Exist 

Functionality allows warning message to appear on the same Health Tracker screen

R8 

 

Navigate to Top Menu button present at the bottom of the screen to scroll to the top main menu screen of health tracker – Exist, needs improvement 

Navigate button at the bottom of the screen appear, to get users back to top menu

R9 

 

Function of Health Tracker allow edit, add and delete of measurement values and comments 

Function present correct information and delete function erase selected data

R10 

 

Analyse inputted measurement to determine if the level. 

Level presented on screen from “LOW” to “HIGH” Level

R11 

 

Function of calendar control data input 

Record and present the measurement date on the screen

R12 

 

Can request data by selecting on Calendar, required date

Calendar selected date is presented sorted on screen

R13 

 

For ACE-I measurement, must select a radial button option (Yes, No or N/A) for comment added to save data 

Comment is presented when a radial button is selected

R14 

 

Graph tool for visual display of measurement trend 

Displays a graph measurements with more than one data input

R15 

 

Measurement data entered in Health Tracker get populated on the note section of eChart module 

Presented the measurement on note section

R16 

 

Provide magnified view of graph for easy analyses 

Presented a magnified view of the graph on selecting the graph icon

R17 

 

Navigate through an information deck to display medications, allergies and reminders recorded in the health tracker from eChart module 

Populate existing patient data to appear under the appropriate deck on screen

a)    Medication - access list of medication prescribed to patient

b)    Allergies – access list of patient’s allergies

R18 

 

Function of Renal being added to the “DIAB” and “CKD” flow sheets with a Next Steps lists of any renal procedural requirements for the specified patient 

Renal function is available as next steps appears when “DIAB” or “CKD” flow sheets are selected

R19 

 

Provide resources containing relevant information and links to Renal procedures under the Renal deck 

Renal procedures open when link is selected

R20 

 

Provide “Next Step” option

Presented some generated recommendations based on if ACE-I OR ARB has been taken and values of eEGFR and ACR following the Canadian Society of Nephrology (CSN) guidelines 

R21 

 

Provide link to access MyOSCAR for registered patients

Patients must be registered in MyOSCAR to have the MyOSCAR link in the top menu

OMD Business Requirements 

R22 

 

Adding visual indicator that the page is loading (i.e. when switching between flow-sheets) 

“Loading…” message appears integrated within the top menu bar of the flowsheet selected

R23 

 

Ability to change targets/intervals for a single patient and overall for a provider/clinic – Do Not Exist 

Health Tracker section in the Admin Module allow changes to targets/intervals for patients and the clinic 

R24 

 

 

Ability to change which measurements/ preventions appear on the flow-sheet for a single patient and overall for a provider/clinic – Do Not Exist 

Health Tracker section in the Admin Module allow changes to measurements that appears on the flow-sheet 

R25 

 

 

Ability to print flow-sheets – Do Not Exist 

Print option allows the preview and print of selected flow-sheet. – Exist in current version 

R26 

 

Ability to view entries from a specified date-range selection input by a user – Do Not Exist 

Health Tracker section in the Report Module allow report of specified date range to be viewed 

R27 

 

Ability to view X amount of entries set by the provider (i.e. only show the last 3) – Do Not Exist 

Presents a view of the amount of entries set by the provider for preview or printing – Exist in current version 

R28 

 

Ability to select which elements display (for printing) – Do Not Exist 

Displays and Prints only the measurement value for checked or selected elements – Exist in current version