OSCAR 14 Consultation Module Use Case
OSCAR 14
Consultation Module Use Case
Final Version
Status Completed
Created on: November 25, 2013
Last update on: December 13, 2013
Ready for general release
Download file in Microsoft Word format:
Oscar14ConsultationModuleUseCase_v.1.7_Final.doc
Document Revision History
Version | Date | Author | Description |
1.0 | 11/25/2013 | Alek Mirkin | Basic Scenario and Functionality extended based on BRD Redesign Consult v2.1 document |
1.2 | 11/26/2013 | Alek Mirkin | Success end condition and failed end condition sections are edited based on BRD Redesign Consult v2.1 document |
1.3 | 11/28/2013 | Alek Mirkin | Available Accessibility section is edited based on BRD Redesign Consult v2.1 document |
1.4 | 12/02/2013 | Alek Mirkin | Alternative flow is added |
1.5 | 12/04/2013 | Alek Mirkin | Main flow edited |
1.6 | 12/05/2013 | Alek Mirkin | Alternate Flow edited |
1.7 Final | 12/13/2013 | Alek Mirkin | Final review |
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 Reference/Inputs
1 | Aubia Rachel BRD Redesign Consult_v.2.5 | January 2014 |
2 | Mock up screenshots Marc Duontier, Jay Gallagher | December 2013 |
3 | Consultations with ERO group | December 2013 |
1.3 Glossary
1 | MRP | Most Responsible Physician |
2 | ALLIED Health | A group of medically prescribed health-care services |
3 | ND | Not Done |
1.4 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, Labs, Documents.
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.
Only MRP doctors can fill out bottom part of the Consultation request e-form “Reason for Consultation” 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 accessibility:
OSCAR is accessible; Consultation List opened from the top menu navigation bar by clicking on Consultation.
Consultation List opens and displays appropriate list of consultations, based on applicable filter
Consultation List displays:
Patient
Consultant
Service
Provider
Team
Appointment Day
Status
Available function/view:
Select number of records to preview per page
Search Function
Navigation between pages
Filter/Sort by
Color indication of urgency/important information
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
- eChart:
Preventions, Tickler, Disease, Registry, Forms, eForms, Document,s Lab, Result, Messenger, Measurements, Consultations,
HRM Documents, MyOsca,r Social History, Ongoing Concerns, Medical History, Remainders, Allergies, Medication,
Other Meds, Risk Factors, Family History, Unresolved Issues.
Available functionality:
OSCAR is accessible; consultation form can be opened from the top menu bar by clicking on Consultation.
The following functions (buttons) are available on list screen
Add New
Update Status
Manage Specialist
2. The following statuses are available for the Consultation request form:
Not Complete
Pending Callback
Preliminary Pending Specialist
Cancelled
Appointment Booked
Complete
Deleted
3.“Pending Patient Callback” status only needed when “Patient will book”. If clinic is booking consultation then “Pending Consultant Callback” is the status.
4.From the Consultation request screen user can navigate to:
Master record
Encounter
Referral History
Messenger
Main sections and functionality of the Consultation request from:
1. Print version is available for Consultation request form.
Letterhead selection appears at the top of screen
Patient information is easily observed at the top of screen
2. “Save” functionality is available for the Consultation request form. Once form is filled out user click Save button to submit Consultation request.
3. “Cancel” functionality allows user to cancel Consultation request without saving. Warning message will be presented on the screen to notify user that data will be lost if form is cancelled.
4. User enter Letterhead (title) for the consultation
5.“Find Specialist to send this request” section: Selection of specialists is presented for the user as a drop-down list. Specialist are grouped by Specialty
6. Referral section:
Referral Date
Urgency
Non-Urgent
Semi-Urgent
Urgent
Notes
7.Appointment section:
Patient will book (check box)
Appointment date (calendar)
Appointment time (dropdown selection)
Appointment location (dropdown selection)
Appointment Notes (free text field)
Last follow up date (calendar)
NOTE: “Appointment date” field not available if “Pending Callback” is the selected status. This field is disabled until the status is changed from “Pending Callback” to any other status.
9. Create Clinical Notes section:
Add button opens section for the information to be inserted
Add title
Create note.
NOTE: To create a Clinical Note user can use Medical Summaries buttons to the right. It will help to create note with data from the patient’s chart
10. Attachment functions:
List
Remove
Preview
Import all
3. Conditions/Assumptions
3.1 Assumptions
Users login have been established within the system
List of medical specialists and medical clinics is already in putted into system as seed data
Teams are defined in the system
3.2 Successful End Condition
Once Consultation request is filled out and status is changed to “Completed” consultation is considered to be booked and confirmed.
3.3 Failed End Condition
For a few reasons consultation request might not have an option to be submitted.
Application Server is down, application doesn’t respond
Slow performance, application doesn’t respond
If user edited Consultation Form and didn’t save the information by applying “Update Consultation Request”, or button is grayed out, then all new information will be lost
3.4 Preconditions
To log into Consultation module with the right credentials.
If User is not entering proper credentials (user name / password) then Account is temporary suspended after a few attempts. In this case user has to contact OSCAR Administrator
OSCAR server or OSCAR database is up and running.
In a case of sudden interruption of the connection to the OSCAR server of database, user can experience “frozen” interface of grayed out buttons of fields. In this case user has to wait until connection to the server is re-established. Then user has to verify if the record is saved (to avoid duplicate records). If record is no saved – then redo the whole record. If record is saved partially – then to add or edit information.
3.5 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
3.6 Validation
The following fields on the Consultation form are validated:
Service
Consultant
Contact Address
Phone
Fax
3.7 Required fields and functions:
The following fields are required fields on the Consultation form
Service
Consultant
Contact Address
Phone
Fax
4Users/Systems
4.1Systems
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
4.2 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
4.3 Use Case Relationships
To be Determined
4.3.1 Use Case Relationship Diagram
To be Determined
4.3.2 Use Case Relationship Description
To be Determined
6 Flow of Events
6.1 Main Flow
This section describes the main flow of the Use Case and system responses.
User Consultation module as tracking tool to follow with consultations requests in status “ND” (not done)
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 | Open Consultation Module | On the main page from top navigation bar select Consultation | Main Consultation List is presented on the screen | Generic User |
4 | Select records with status ND to follow up consultation requests | Select patient’s record from the list | Existing consultation request form is opened for the selected patient | Generic User |
5 | Complete the existing consultation request form | Fill out sections and input requested information to compete the request from. Completion indicates by Status -> Completed (Consultation booked and confirmed). Status available:
| Electronic request form allow user to input information or select from drop down menu if available. Also users can use calendar function to select yyyy\mm\dd. | Generic User |
6 | Save Consultation request form | On the top navigation bar Save button is accessible | Record is updated.
| Generic User |
7 | Proceed Consultation request e-form | On the top navigation bar various options are presented as buttons | Functional buttons: Print, Fax, Send, Attach, Team, Back, Done | Generic User |
6.2 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.
6.2.1Alternate Flow 1
Create Consultation request by using 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 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 | Fill out form fields to complete request. Completion indicates by the Status -> Completed | Consultation request form is filled out | Generic User |
7 | Save Consultation request form | On the top navigation bar Save button is accessible | Record is updated.
| Generic User |
8 | Proceed Consultation request e-form | On the top navigation bar various options are presented as buttons | Functional buttons: Print, Fax, Send, Attach, Team, Back, Done. | Generic User |
6.2.2Alternate Flow 2
Use Master 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 No.” | 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 form fields to complete request. Completion indicates by the Status -> Completed | Consultation request form is filled out | Generic User |
7 | Save Consultation request form | On the top navigation bar Save button is accessible | Record is updated.
| Generic User |
8 | Proceed Consultation request e-form | On the top navigation bar various options are presented as buttons | Functional buttons: Print, Fax, Send, Attach, Team, Back, Done. | Generic User |
6.2.3Alternative 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 Save button | All information that was added during the Edit session is saved | Generic User |
6.3 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.
6.3.1 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 |
Num. | Step | Description | System Response | 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 |
6.3.2Exception 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 is not completed | User decides to finish the request form later and closes the application without saving. | All information that was added during the Edit session will be not lost. | Generic User |