OSCAR

Consultation Module

Use Case

Version 2.3

Status: Completed

Author: Alek Mirkin

Approved on Date 06/05/2013

Approved by: Frank Winkle, Project Operations Manager

Document Revision History

Attached Documents:

Consultation Module Business Flow:

Consultation Business Flow v.1.1.vsd

Consultation Module Request Form:

Consultation Form_v2.xls

1 Overview

1.1 Introduction

This Use Case document is structured to describe each Use Case Model per the existing system in terms of:

• Summary

• Users

• Relationships

• Activity Diagrams

• Flows of Events

The purpose of this document is to describe and identify steps and actions between a user and software system. The Objective of this document represents scenario and functionality of the “Consultation” Module and it’s interaction with OSCAR system

1.2 Use Case Purpose

• To hold Functional Requirements in an easy to read, easy to track text format.

• Represent the goal of an interaction between users and the system. The goal represents a meaningful and measurable objective for the user.

• Record a set of paths (scenarios) that traverse an user from a trigger event (start of the use case) to the goal (success scenarios).

• Record a set of scenarios that traverse an user from a trigger event toward a goal but fall short of the goal (failure scenarios).

• Multi-level: one use case can use/extend the functionality of another.

2 Consultation module Use Case model

2.1 Summary

2.1.1 Business Need

Defined users:

• MRP doctors, residents, nurses, receptionist, ALLIED Health, students, team assistants and other medical staff with the credentials to access OSCAR. General user is given rights to manage patient’s case.

• Super User/Administrator with full rights:

• Add/Edit/Delete

• Reactivate account

• Access admin part of OSCAR

Medical doctors or any other general OSCAR users are using Consultation module to create consultation request for their patients. Once electronic version of Consultation request is filled out and submitted to the system, Consultation request can be printed out and sent by fax to the clinic to book consultation appointment with the specialist. Main purpose of the Consultation module is to create an electronic record in the system.

2.1.2 Description

Consultation Module use case is presenting the summary of the business flow, outlining user’s roles and presenting numerous scenarios of using Consultation Module. It also includes Business Flow diagram, preconditions/post conditions and detailed flow of events.

Business need of the Consultation Protocol is to send the patient for additional consultation or test. This protocol is also providing access to the following modules: Consultation Request, Consultation Specialist, eChart, Master Record, Forms, eForms, MSG, X-Ray.

2.1.3 Basic scenario and functionality

Basic Scenario:

• General user with the correct credentials (MRP doctor, residents, nurses, team assistants, receptionist, ALLIED Health, interns/students) login in OSCAR and opening consultation protocol to book a consultation.

• First appointment of the patient in the clinic will be with MRP doctor only. After the first appointment, all other appointments will be scheduled with any available doctor or team assistant

• Once User is activating Consultation Protocol, he/she is getting fool access to the patient information. They are also getting access to the numerous services offered by OSCAR.

• When user is opening consultation form, he/she is filling out the form by inputting information.

• Bottom part of the Consultation request e-form ”Reason for Consultation” is filled out by MRP doctor only. Rest of the e-form “Patient clinical information”, “Significant concurrent problems”, “Current Medication”, “Allergies” could be done by team assistants.

• Form is filled out and successfully saved/submitted.

• Form can be easily printed out and faxed out to book a consultation.

Available functionality and accessibility:

OSCAR is accessible; consultation form can be opened from the top menu bar by clicking on Consultation.

Form the Consultation -> active main list user can navigate to:

• Consultation Specialist (Add/Edit/Delete):

• Specialist

• Service

• Institution

• Department

• Services

Consultation module is interacting with the other modules of OSCAR:

• Master Record:

  • Demographic,

  • Contact Information,

  • Appointment History,

  • Billing information

  • Clinical Modules,

  • Resources

2.2.5 Post conditions

Once Consultation request form is in status “Completed” and filled out, printable version is available. Consultation request is printed out and sent by fax

2.2.6 Validation

The following fields on the Consultation form are validated:

• Service

• Consultant

• Contact Address

• Phone

• Fax

2.2.7 Required fields and functions:

The following fields are required fields on the Consultation form:

• Service

• Consultant

• Contact Address

• Phone

• Fax

2.3 Users/Systems

Systems

Patient information is located in eChart and Master Records protocols.

The following modules of OSCAR are actively interacting with the Consultation Module:

• Consultation List

• Edit Specialists Listing

• MSG

• eChart

• Master Record

• Forms

• eForms

• X-Ray
  
  

Users

• OSCAR, Consultation module users are mainly (MRP doctors, residents, nurses, team assistants, receptionist, ALLIED Health, students who work in the clinic) with the correct credentials and

• administrative rights. They are using system to create medical e-records and book consultation for their patients.

• Super-User or Administrator with full rights:

• Add/Edit/Delete

• Reactivate account

• Access admin part of OSCAR

  2.4 Use Case Relationships

  To be Determined

  2.4.1 Use Case Relationship Diagram

  To be Determined

  2.4.2 Use Case Relationship Description

  To be Determined

  2.5Activity Diagram

• Document attached

3 Flow of Events

This section describes the main flow of the Use Case and system responses.

Use Consultation module to create consultation request

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Default User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Activate Consult Module	On the main page from top navigation bar select Consultation	Main Consultation page is presented on the screen	Generic User
4	Select the patient name	Select the patient record from the list	Consultation request form is opened for the selected patient	Generic User
5	Complete the request form	Fill out fields to compete the request from. Completion indicates by Status -> Completed	Electronic request form allow user to input information or select from drop down menu if available.	Generic User
6	Select “Update Consultation Request & Print Preview”	On the top navigation bar select button	Functional button opens printable view page with the various options (Fax Footer, Print, Print Attached Files, Close)	Generic User
7	Print form and send by fax	Printable version is available. Select print function	User prints the form	Generic User

3.1 Alternate Flows of Events

This section describes the alternative flow of events based on variations in the main Use Case scenario that still result in a Successful End Condition at completion of the Use Case.

3.1.1 Alternate Flow 1

Use Search module to create Consultation request

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Activate Consult Module from main page	On the main page from top navigation bar select Consultation Request	Main Consultation page is presented on the screen	Generic User
4	Activate Search function from the main page in case if:	Patient name is not on the list of the consultation module Link to Connect to the OSCAR main page consultation module broken. In this case user has to Activate Search function from top navigation bar and search the patient by name	Search function allow user to search patients by their names Search is performed by “Last Name, First Name”. Wildcard search is accepted	Generic User
5	Activate Demographic Number to view Master Record	From the Patient record opened at the Search list select patient’s Demographic number	Demographic Number allow user to open Master record	Generic User
6	Select Consultations	From Clinical Modules section select Consultations	Consultation request form displayed on the screen	Generic User
7	Complete the request form	Follow the fields on the form to complete it. Completion indicates by Status -> Completed	Consultation request form can be filled out	Generic User
8	Select “Update Consultation Request & Print Preview”	On the top of navigation bar select button Update Consultation Request & Print Preview	System displays printable version	Generic User
9	Print form and send by fax to consultation location	Select Print function on the top bar printable version	Hard copy of the electronic form is printed out and manually sent by fax.	Generic User

3.1.2 Alternate Flow 2

Use Search module to create Consultation request through the eChart Module

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Activate eChart Module from the Search page in case if:	Patient name is not on the list of the consultation module Link to the Consultation Module is broken. Link to Master Record is broken. In this case user has to connect to eChart Module through the Search function. Activate Search function from the top navigation bar and search patient by name	Search function allow user to search patients by their names Search is performed by “Last Name, First Name”. Wildcard search is accepted Record is fount and visible on UI	Generic User
4	Locate eChart Module	From the record in focus select hyperlink “E” (eChart)	Hyperlink “E” allow user to open eChart Module for the current patient. eChart is opened	Generic User
5	Activate Consultations	From eChart select Consultations	Consultations records for the current patient are displayed on the screen Select New Consultation to activate new request form	Generic User
6	Complete the request form	Follow the fields on the form to complete it. Completion indicates by Status -> Completed	Consultation request form is filled out	Generic User
7	Save and review printable version	On the top navigation bar select button Update Consultation Request & Print Preview	Record is updated. System displays printable version	Generic User
8	Print form and send by fax to consultation location	Select Print function on the top navigation bar of the printable version	Hard copy of the electronic form is printed out and manually sent by fax.	Generic User

3.1.3 Alternate Flow 3

Use Search module and create New Demographic Record to create consultation request

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Search for the NEW patient by using Search function (to prevent record duplication)	Access Search from the main navigation page and search for the new patient	System is confirming that record is not exists in OSCAR and providing access to create new record	Generic User
4	Create a new Demographic record	Open Search module and click on the link “Create Demographic” record	System is providing access to page ADD Demographic Record (new patient information). User is creating new record in the system for the new patient.	Generic User
5	Create consultation request	Open Master Record by selecting demographic number	Demographic Number module provide access to the Master record	Generic User
6	Select Consultations	From Clinical Modules section select Consultations	Consultation request form is displayed on the screen.	Generic User
7	Complete the request form	Fill out the fields to complete the form	Consultation request form can be filled out	Generic User
8	Select “Update Consultation Request & Print Preview”	On the top of navigation bar select button Update Consultation Request & Print Preview	System displays printable version	Generic User
9	Print form and send by fax to consultation location	Select Print function on the top bar printable version	Hard copy of the electronic form is printed out and manually sent by fax.	Generic User

3.1.4 Alternative Flow 4

Consultation request is edited and saved

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Activate Consult Module	On the main page from top navigation bar select Consultation	Main Consultation page is presented on the screen	Generic User
4	Select the patient name	Select the patient record from the list	Consultation request form is opened for the selected patient	Generic User
5	Edit the request form	Fill out fields to compete the request from Completion indicates by Status -> Completed	Electronic request form allow user to input information or select from drop down menu	Generic User
6	Consultation Request Form is edited and saved	Users saves changes by applying Update Consultation Request button	All information that was added will be not saved without selecting Update Consultation Request button	Generic User

3.2 Exception Flows of Events (Negative)

This section describes the exception flow of events based on variations in the main Use Case scenario that result in a Failed End Condition for completion of the Use Case.

3.2.1 Exception Flow 1

Login with the wrong credentials

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	User entered wrong credentials 3 times	OSCAR application cannot be opened. User’s Account will be temporary suspended.	Generic User
3	Activate account	User contact administrator (super user) to reactivate account	Once administrator reactivates account, user can successfully log with the correct credentials.	Administrator

3.2.2 Exception Flow 2

Consultation request is edited and not saved

Num.	Step	Description	System Response	User
1	Connect to the OSCAR main page	Open in Internet browser web page: https://sfhc.oscarmaster.org:........../....	OSCAR main page with the login is opened	Generic User
2	Log In	Enter credentials (User Name / Password)	By entering right credentials user is getting system verification acceptance	Generic User
3	Activate Consult Module	On the main page from top navigation bar select Consultation	Main Consultation page is presented on the screen	Generic User
4	Select the patient name	Select the patient record from the list	Consultation request form is opened for the selected patient	Generic User
5	Complete the request form	Fill out fields to compete the request from Completion indicates by Status -> Completed	Electronic request form allow user to input information or select from drop down menu	Generic User
6	Consultation Request Form not completed	Users decides to finish the request form later and closes the application.	All information that was added will be not saved without selecting “Update Consultation Request” button	Generic User