CCCN Diabetes Registry: User Interface Specification

Last modified: Kathleen Watson 6/7/2006

Confidential: CCCN User Interface Spec

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Overview

The Diabetes Registry Program is a web software application that allows clinicians to view past patient vitals, lab, and pharmacy data for individual patients with diabetes while the patient is present in the office. Clinicians will use the patient Diabetes Visit Worksheet that contains all relevant information to the patient the in office during the encounter. Medical office staff will maintain the patient's diabetes data by accessing the patient's Diabetes Visit Information online, updating office visit information and using the information to contact patients upon a clinician's direction.

A semi-dynamic prototype of the Diabetes Registry Program is available.

Table of Contents

• Site map
• General formatting of web pages and worksheets
• Log in page
• View Patient Record - Level 1
• Diabetes Visit Record (View Patient Record Level 2)
• Save Changes Before Closing Dialog
• CCCN Patient Visit Worksheet
• CCCN Patient Visit Blank Worksheet
• Attestation Page
• Print Worksheets
• Add Patient (Level 1)
• Add Patient (Level 2)
• Remove Patient (Level 1)
• Confirm Remove From Diabetes Registry (Level 2 of Remove Patient)
• View Patient Reports
• Contact Support

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Diabetes Registry Program Site Map

The Diabetes Registry program provides access to all possible user functions available to the user. The Diabetes Registry program allows a user to:

• View a patient's past visit record
• Record new visit data into the registry database through the online visit form
• Print one or more visit forms for scheduled patient-doctor visits
• Add a new patient to the registry
• Request a patient be deleted from the registry
• Contact support to get technical assistance

The site navigation organizes access around the main user tasks.

General Formatting Specifications for All Web Pages

All pages in the Diabetes Registry Program are based on the following main style sheet specification:

Basic Style Sheet

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Log in

The Log in page is the entry point into the Diabetes Registry for all users having valid login accounts to use the program. All transactions begin from this page.

Access

Log In is accessed through the URL ?????

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View Patient Record - Level 1

View Patient Record page is the first main navigation a user sees when the Diabetes Registry program is initially opened (also see View Patient Records Wire frame). This is where the Diabetes Registry user will spend most of their time either printing out patient visit forms (specific data and blank) and/or adding patient visit information from the last clinician-patient encounter.

Access

View Patient Record Lookup (level 1) is accessed by : (1) log in, then View Patient Record is the default page, (2) click the View Patient Record tab from any other tab pages in the Diabetes Registry program.

Control Behavior

Control	Action	Condition	UI Response
Look up button	Single click	A search criterion has been selected (radio button and data entries on patient fields)	Displays the found patients for the selected search criteria.
Row/line is selected in table list (single select only)	single click	A row in the table is selected,	Entire row highlights to indicate the current single selection.
Display Patient Record button	Single click	A patient name has been selected	Opens Diabetes Visit Record page in the same window, removing the Lookup page.
Print worksheet button	Single click	A patient name has been selected	Opens Print dialog box and queries the user to specify the number of copies (default to one copy).
Page display management: Displaying x of x	-------	Displays the status of the number of pages currently viewed on the page out of the total number of records found.	The page status changes depending on the record number range displayed on the current page out of the total found set for that search result.
Page display management Previous Next	Single click	Links become action when the current page does not show the entire found set and the user needs to page through the records to view.	The links become active or inactive depending on the current pages out of the total found set are displayed.

Diabetes Visit Record (View Patient Record Level 2)

The Patient's diabetes visit information can be viewed and/or changed by selecting a found patient name from the patient-lookup function and clicking "Display patient record." (also see Diabetes Visit Information wire frame)

Access

Diabetes Visit Information is accessed by : (1) log in /View Patient Record (default page) / click Display patient record button, (2) clicking the tab View Patient Record from any other tab pages in the Diabetes Registry program/ click Display patient record button (3) clicking the tab View Patient Record from any other tab pages in the Diabetes Registry program/ click patient name link in list, (4) clicking the tab Print Worksheet(s) tab from any other tab pages in the Diabetes Registry program/ click patient name link in list, (5) clicking the tab View Patient Report tab from any other tab pages in the Diabetes Registry program/ click patient name link in list,

User Interaction Summary

There are 3 button actions for the user to choose on the CCCN Patient Web Visit Form:

1. Save: User clicks Save and the changes entered on the visit form are saved to the database and the page remain displayed for further browsing and editing.

2. Print worksheet: User clicks Print worksheet and the changes entered on the visit form are saved to the database, a request to print the Patient Visit Form is sent to the printer (print PDF worksheet) and the page remain displayed for further browsing and editing.

3. Exit: User clicks Exit and 2 cases have been identified:

a. User entered changes that have not yet been saved to the database. A dialog box is displayed querying the user about discarding the changes (i.e., Discard button), saving the changes (i.e., Save button), or canceling the Exit action (Cancel button)..

b. User has not entered any changes onto the form before clicking Exit. The Diabetes Visit Record page closes and the page updates with the patient list from the last lookup.

Control Behavior

Save Changes Before Closing Dialog

The Save Changes Before Closing page appears when the user clicks Exit on the Diabetes Patient Record page or the Add Patient page, level 2 and changes that have been entered have not been committed to the database. This intermediate dialog page prompts the user to either discard changes made prior to clicking Exit, cancel the exit action and go back to editing the patient record information, or save the changes that have not be committed to the database before closing that edit session.

Access

TheSave Changes Before Closing page is accessed by: 1 ) View Patient Record/ search patient name by Name and Birthdate / click Look up/ select patient's name (link clicked)/ enter patient information / click Exit button, or 2) Add Patient / enter patient name by Name and Birthdate / click Add/ enter patient information/ click Exit button.

CCCN Patient Visit Worksheet

The CCCN Patient Visit Worksheet is a PDF document that contains printer formatting information to allow for a nice printed version of the patient visit worksheet that clinicians can use during one-on-one patient encounters. This is the paper version of the online Patient Visit Form.

The Diabetes Visit Worksheet is accessed after the user logs on to the Diabetes Registry program from a number of access points: (1) View Patient Record /Select Specific Patient (results from lookup), (2) Print Worksheets/Select Specific Patient (results from lookup), and (3) Add Patient/Add Patient Demographics. (May download Diabetes Visit Worksheet PDF file)

Access

The Diabetes Worksheet is accessed by: (1) log in/View Patient Record/ Look up patient/ Select patient/ Click Print Worksheet button, (2) login/Print Worksheets/ Look up patient/ Select patient/ Click Print Worksheet.

Formatting Specifications

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CCCN Patient Visit Blank Worksheet

The Blank Diabetes Visit Worksheet is a PDF document that contains printer formatting information to provide a nice printed version of the patient visit worksheet that clinicians can use during one-on-one patient encounters. This is the paper version of the online Patient Visit Form.

The Blank Diabetes Visit Worksheet is accessed after the user logs on to the Diabetes Registry program from (1) View Patient Record /Select Specific Patient (results from lookup), and (2) Print Worksheets. This form differs from the patient specific Diabetes Worksheet in that new data has not yet been recorded, hence the form contains the fields pertaining to the upcoming visit with no historical data. This form is also only 2 pages (vs. the 3 pages in the patient specific case). (May also download Blank Diabetes Worksheet PDF file.

Access

The blank Patient View Worksheet is accessed by: (1) Log in /Print Worksheets tab/ click (3) click the Print blank worksheet link. A blank worksheet can also be accessed from the View Patient Record page.

Formatting Specifications

Formatting for this form is identical to the Diabetes Worksheet (see Diabetes Worksheet Specifications)

Attestation Page

The Attestation page appears when a provider accesses a patient's name through the patient look-up bar but is not assigned as that patient's primary care provider (also see CCCN Site Map showing where in the transaction sequence this page appears).

Access

The Attestation page is accessed by: View Patient Record/ search patient name by Name and Birthdate / click Look up/ select patient's name (row is highlighted) / click Display Patient Record button.

Control Behavior

Control	Action	Condition	UI Response
I accept button	Single click	---	Displays the patient's Diabetes Visit Record in the same window.
I decline button	Single click	---	View Patient Record page appears in the same window and the Diabetes Visit Record action is cancelled.

Print Worksheets

The Print Worksheets page allows a user to select one or more patients to print their corresponding Diabetes Worksheets to be used by the patient's doctor during the office visit (also see Print Worksheets Wire frame).

Access

Print Worksheets page is accessed by : (1) log in (2) clicking the Print Worksheets tab from any other tab pages in the Diabetes Registry program.

Control Behavior

Control	Action	Condition	UI Response
Look up button	Single click	A search criterion has been selected (radio button and data entries on patient fields)	Displays the found patients for the selected search criteria.
Row/line is selected in table list (single select only)	single click	A row in the table is selected,	Entire row highlights to indicate the current single selection.
Display patient records button	Single click	A patient name has been selected	Opens Diabetes Visit Information page in the same window, removing the Lookup page.
Print worksheet(s)button	Single click	A patient name has been selected	Opens Print dialog box and queries the user to specify the number of copies (default to one copy).
Sort on column fields	Single click	Single click sort arrow	Information in the table is sorted in ascending or descending order based on the column header selected.
Page display management: Displaying x of x	-------	Displays the status of the number of pages currently viewed on the page out of the total number of records found.	The page status changes depending on the record number range displayed on the current page out of the total found set for that search result.
Page display management Previous Next View All	Single click	Links become action when the current page does not show the entire found set and the user needs to page through the records to view.	The links become active or inactive depending on the current pages out of the total found set are displayed.

Add Patient (Level 1)

The Add Patient page allows a user to add a patient to the Diabetes Registry. Access to the function will likely be granted to a system admin super user. If the user does not have access to this function, the Add Patient will not appear as a selection in that user's browser. (also see Add Patient wire frame - level 1) The Add patient function first displays the Look up bar to request the user to input the name of the new patient. The rest of the page is blank. When the new patient is entered and the Add patient button is clicked, the system checks the data entry against the database to ensure that this patient does not exist.

Access

Add Patient page (level 1) is accessed by : (1) log in, (2) clicking the Add Patient tab from any other page in the Diabetes Registry program.

Add Patient (Level 2)

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Overview

The CCCN Add Patient )level2) buttons have been revised to streamline the user interaction, reduce user's choices and promote user understanding.

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Access Point

The CCCN Add Patient is accessed from Login/Add Patient/(enter unique patient name) click Add

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User Interaction Summary

There are 3 button actions for the user to choose on the CCCN Patient Web Visit Form:

1. Save: User clicks Save and the changes entered on the Add Patient form are saved to the database and the page remain displayed for further browsing and editing.

2. Print: User clicks Print and the changes entered on the visit form are saved to the database, a request to print the Add Patient page is sent to the printer (print PDF) and the page remains displayed for further browsing and editing.

3. Exit: User clicks Exit and 2 cases have been identified:

a. User entered changes that have not yet been saved to the database. A dialog box is displayed querying the user about discarding the changes (i.e., Discard button), saving the changes (i.e., Save button), or canceling the Exit action (Cancel button)..

b. User has not entered any changes onto the form before clicking Exit. The Add Patient (level 2) page closes and the window updates with the Add Patient (level 1) tab page.

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Control Behavior

Control	Action	Condition	UI Response
Save button	-------	No data source has been selected	Button is disabled
	--------	A data source has been selected	Button is enabled
	Single click	Data has been entered.	Changes are committed to the database and the Patient Visit Form closes.
Prinit Button	Single click.		Request is sent to print the PDF worksheet version of this Patient's record.
Save & go to Visit Record	Single click	Data has been entered	Changes are committed to the database and the Add Patient page closes and the Diabetes Visit Record for that patient is opened in the same window.
Exit Button	Single click	No unsaved changes have been entered.	Closes dialog box and cancels the all data entries
	Single click	Changes have been entered onto the patient visit form but have not been saved.	Display the "Save Changes Before Closing" dialog box is displayed.

Remove Patient (Level 1)

Remove Patient page provides the mechanism to request the removal of a patient from the registry. This "request"is sent to the CCCN technical support team where the actual removal of the patient occurs. (also see Remove Patient Level 1 wire frame) This page functions like the View Patient Record and Print Worksheets pages in that the user must first "look up" the patient(s) to remove before a removal request can be made.

Access

Remove Patient (level 1) is accessed by : (1) log in, and (2) clicking the Remove Patient (level 1) tab from any other page in the Diabetes Registry program.

Control Behavior

Control	Action	Condition	UI Response
Look up button	Single click	A search criterion has been selected (radio button and data entries on patient fields)	Displays the found patients for the selected search criteria.
Row/line is selected in table list (single select only)	single click	A row in the table is selected,	Entire row highlights to indicate the current single selection.
Remove from registry button	Single click	A patient name has been selected	Opens Confirm Remove Patient page in the same window (Remove Level2), removing the Lookup page.
Sort on column fields	Single click	Single click sort arrow	Information in the table is sorted in ascending or descending order based on the column header selected.
Page display management: Displaying x of x	-------	Displays the status of the number of pages currently viewed on the page out of the total number of records found.	The page status changes depending on the record number range displayed on the current page out of the total found set for that search result.
Page display management Previous Next View All	Single click	Links become action when the current page does not show the entire found set and the user needs to page through the records to view.	The links become active or inactive depending on the current pages out of the total found set are displayed.

Confirm Remove From Diabetes Registry (Level 2 of Remove Patient)

The Confirm Remove From Diabetes Registry page (level 2) allows a clinician or their staff to specify why the selected patient needs to be removed from the Diabetes Registry and confirm the removal action. The user is presented the following choices of why the patient should be removed from the database: (1) Clinician states patient does not have diabetes, (2) Patient is deceased, or (3) Patient moved out of the area, (4) Informed refused to participate. (also see Remove Patient Level 2 wire frame) When the reason for removing the patient from the registry is specified, an online email notification is sent to the CCCN technical support team for actual removal from the Diabetes Registry database.

Access

Confirm Remove From Diabetes Registry (level 2) is accessed by: Log in/ click the Remove Patient (level1) tab from any other page in the Diabetes Registry program/ search for patient using the Look up bar/ click the Remove from registry button.

Control Behavior

Control	Action	Condition	UI Response
Confirm remove button	Single click	A reason for removing the patient has been selected (radio button)	Sends a request to the CCCN Help desk to remove the patient from the Diabetes Registry database for the reason specified. Actual removal occurs by the CCCN system administration after official confirmation of the removal request.
Radio buttons	single click	All radio buttons are unselected when this dialog is initially displayed	The radio button option is selected.
Cancel button	Single click	--	This page (Confirm Remove From Diabetes Registry) disappears and the Remove Patient page appears in the same window with all the found data from the previous look up action.

View Patient Reports

View Patient Reports page allows the user to obtain lists of patients by physician who exceed or meet specific criterion: (1) Last visit greater than a year ago, (2) Last retinal test greater than a year ago. (3) Last HbA1c test greater than a year ago, (4) Last HbA1c test greater than 9, and (5) Last HbA1c greater than 8 and increased by 1 in previous years. (also see View Patient Reports wire frame)

Access

View Patient Reports is accessed by : (1) log in, and (2) clicking the View Patient Reports tab.

Control Behavior

Control	Action	Condition	UI Response
Look up button	Single click	A search criterion has been selected (radio button and data entries on patient fields)	Displays the found patients for the selected search criteria.
Print report button	Single click	A listing of patients matching the search criteria for a specified doctor are listed in the table.	Opens the print dialog box allowing the user to specify the number of copies request to their printer.
Sort on column fields	Single click	Single click sort arrow	Information in the table is sorted in ascending or descending order based on the column header selected.
Page display management: Displaying x of x	-------	Displays the status of the number of pages currently viewed on the page out of the total number of records found.	The page status changes depending on the record number range displayed on the current page out of the total found set for that search result.
Page display management Previous Next View All	Single click	Links become action when the current page does not show the entire found set and the user needs to page through the records to view.	The links become active or inactive depending on the current pages out of the total found set are displayed.
Tabular Display
Selected option (radio button + Report button)			Column Headings to Appear in list
Last office visit greater than a year ago			Last name, First name, Last visit
Last retinal exam more than a year ago			Last name, First name, Last retinal exam
Last HbA1c test was greater than a year ago			Last name, First name, Last HbA1c test
Last HbA1c test was greater than 9			Last name, First name, Last HbA1c test, Results
Last HbA1c test was greater than 8 and increased by 1 in the previous year			Last name, First name, Last HbA1c test, Earlier results, Most recent results

Contact Support

Contact Support page provides an online email request to contact a CCCN technical representative should a user have trouble with information in the Diabetes Registry database or has difficulty using the program interface. A phone number is also supplied in case users wish to call for assistance directly. (also see the Contact Support wire frame)

Access

View Patient Reports is accessed by :Log in/ click the Contact Support tab from any of the other Diabetes Registry tabs.