公开(公告)号：US08655699B2

公开(公告)日：2014-02-18

申请号：US11938087

申请日：2007-11-09

申请人： Brian William Perrin ,  Brett Cornell Gerlach

发明人： Brian William Perrin ,  Brett Cornell Gerlach

IPC分类号： G06Q10/00 ,  G06Q50/00

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A method and apparatus for identifying overdue patients using standard billing or other office management data, so that patients can be contacted and invited to make an appointment. The invention begins by querying the diagnosis codes for each visit from the billing or other encounter tables, and matching these with a set of target medical conditions requiring regular care. Procedure codes and encounter dates for past visits are queried for these patients, to determine when each patient was last seen, and what was done. These procedure codes are matched against a set of exam codes to determine last medical examination dates, and against a set of procedures known to resolve each medical condition. Each condition requiring regular care is matched against any resolving procedures, leaving a set of untreated conditions requiring regular care. Based on the date of the last exam or treatment and accepted standards of care or office policies, a due date is calculated for each patient. The management system is queried for each overdue patient to determine whether they already have an appointment scheduled in the future, or a recall notice recently sent or yet to be sent. Additional filtering based on administrative settings may also be done. Overdue patients requiring contact are then placed on the contact list.

摘要翻译： 一种用于使用标准计费或其他办公室管理数据识别过期患者的方法和装置，以便可以联系并请求患者预约。 本发明首先从计费或其他遭遇表查询每次访问的诊断代码，并将其与需要定期护理的一组目标医疗条件进行匹配。 询问过去访问的程序代码和遇到日期，以确定每位患者最后一次见到的时间，以及所做的工作。 这些程序代码与一组考试代码相匹配，以确定最后的医学检查日期，并针对已知解决每个医疗状况的一组程序。 需要定期护理的每个条件与任何解决程序相匹配，留下需要定期护理的一组未经治疗的病症。 根据最后一次检查或治疗的日期以及接受的护理标准或办公室政策，计算每个患者的到期日。 每个逾期的患者都会查询管理系统，以确定他们是否已经安排了将来安排的约会，或者最近发送或尚未发送的召回通知。 还可以基于管理设置进行额外的过滤。 过期的患者需要联系，然后放在联系人列表上。

公开(公告)号：US20120271674A1

公开(公告)日：2012-10-25

申请号：US13457058

申请日：2012-04-26

申请人： Brett C. Gerlach ,  Brian William Perrin

发明人： Brett C. Gerlach ,  Brian William Perrin

IPC分类号： G06Q10/06

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

摘要翻译： 查询管理数据库以确定哪些客户未能回应召回通知。 所得到的客户列表可能会被排序或过滤，以便根据预期值或办公室偏好优先联系一些客户。 列表也可能被排序或过滤以首先填写特定的提供商的计划。 然后将客户名称和联系信息提交给调度程序，以便可以联系客户。 每个联系人的时间和日期将自动记录在联系人的结果中。 只有当同一个名称没有同时提交给其他调度程序并且该客户没有被最近联系时，客户名才会被呈现给调度程序，以避免冗余或频繁的联系。

公开(公告)号：US08208619B2

公开(公告)日：2012-06-26

申请号：US11963823

申请日：2007-12-22

申请人： Brian William Perrin ,  Brett Cornell Gerlach

发明人： Brian William Perrin ,  Brett Cornell Gerlach

IPC分类号： H04M3/00 ,  H04M5/00

CPC分类号： G06Q50/22 ,  G06F19/00 ,  G06Q10/10

摘要： A method and apparatus for improving call yields and reducing redundant calls while contacting patients who have not responded to reminders to schedule a return appointment, or who are due for a visit according to accepted standards of care or office policies, but have not scheduled an appointment. The patient reactivation system is queried for the next patient on the contact list, and queried again to find all patients sharing one or more phone numbers with this patient. Information required for contacting these patients to invite them to make an appointment is displayed. The user is presented one phone number at a time, and prompted to call this number and invite all listed patients to make an appointment. Results are collected, and when multiple patients are displayed, the program may prompt the user for clarification regarding which patients a given result applies to. Based on the results collected, the system determines whether or not to prompt the user to call the same patients again with other phone numbers, if available. Finally, the system analyzes the set of results collected in order to calculate follow-up call times for each patient. The system may keep separate follow-up call times for each phone number as well in order to further improve the patient experience.

摘要翻译： 一种用于改善呼叫收益并减少冗余呼叫的方法和装置，同时联系尚未响应提醒的病人安排返回约会，或者根据接受的护理标准或办公室政策到期进行访问，但尚未安排约会 。 对联系人列表中的下一位患者查询患者重新激活系统，并再次查询以查找与该患者共享一个或多个电话号码的所有患者。 显示联系这些病人邀请他们预约所需的信息。 用户一次显示一个电话号码，并提示拨打这个号码，并邀请所有列出的病人预约。 收集结果，并且当显示多个患者时，程序可以提示用户澄清给定结果适用于哪些患者。 根据收集的结果，系统确定是否提示用户再次使用其他电话号码呼叫相同的病人（如果有的话）。 最后，系统分析收集的结果集，以计算每个患者的随访时间。 为了进一步改善患者体验，该系统还可以为每个电话号码保持单独的跟进呼叫时间。

公开(公告)号：US20090161846A1

公开(公告)日：2009-06-25

申请号：US11963823

申请日：2007-12-22

申请人： BRIAN WILLIAM PERRIN ,  BRETT CORNELL GERLACH

发明人： BRIAN WILLIAM PERRIN ,  BRETT CORNELL GERLACH

IPC分类号： H04M11/00

CPC分类号： G06Q50/22 ,  G06F19/00 ,  G06Q10/10

摘要： A method and apparatus for improving call yields and reducing redundant calls while contacting patients who have not responded to reminders to schedule a return appointment, or who are due for a visit according to accepted standards of care or office policies, but have not scheduled an appointment. The patient reactivation system is queried for the next patient on the contact list, and queried again to find all patients sharing one or more phone numbers with this patient. Information required for contacting these patients to invite them to make an appointment is displayed. The user is presented one phone number at a time, and prompted to call this number and invite all listed patients to make an appointment. Results are collected, and when multiple patients are displayed, the program may prompt the user for clarification regarding which patients a given result applies to. Based on the results collected, the system determines whether or not to prompt the user to call the same patients again with other phone numbers, if available. Finally, the system analyzes the set of results collected in order to calculate follow-up call times for each patient. The system may keep separate follow-up call times for each phone number as well in order to further improve the patient experience.

摘要翻译： 一种用于改善呼叫收益并减少冗余呼叫的方法和装置，同时联系尚未响应提醒的病人安排返回约会，或者根据接受的护理标准或办公室政策到期进行访问，但尚未安排约会 。 对联系人列表中的下一位患者查询患者重新激活系统，并再次查询以查找与该患者共享一个或多个电话号码的所有患者。 显示联系这些病人邀请他们预约所需的信息。 用户一次显示一个电话号码，并提示拨打这个号码，并邀请所有列出的病人预约。 收集结果，并且当显示多个患者时，程序可以提示用户澄清给定结果适用于哪些患者。 根据收集的结果，系统确定是否提示用户再次使用其他电话号码呼叫相同的病人（如果有的话）。 最后，系统分析收集的结果集，以计算每位患者的随访时间。 为了进一步改善患者体验，该系统还可以为每个电话号码保持单独的跟进呼叫时间。

公开(公告)号：US08458001B2

公开(公告)日：2013-06-04

申请号：US13457058

申请日：2012-04-26

申请人： Brett Cornell Gerlach ,  Brian William Perrin

发明人： Brett Cornell Gerlach ,  Brian William Perrin

IPC分类号： G06Q10/00

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

摘要翻译： 查询管理数据库以确定哪些客户未能回应召回通知。 所得到的客户列表可能会被排序或过滤，以便根据预期值或办公室偏好优先联系一些客户。 列表也可能被排序或过滤以首先填写特定的提供商的计划。 然后将客户名称和联系信息提交给调度程序，以便可以联系客户。 每个联系人的时间和日期将自动记录在联系人的结果中。 只有当同一个名称没有同时提交给其他调度程序并且该客户没有被最近联系时，客户名才会被呈现给调度程序，以避免冗余或频繁的联系。

公开(公告)号：US08190464B2

公开(公告)日：2012-05-29

申请号：US11484340

申请日：2006-07-10

申请人： Brett C. Gerlach ,  Brian William Perrin

发明人： Brett C. Gerlach ,  Brian William Perrin

IPC分类号： G06Q10/00

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

摘要翻译： 查询管理数据库以确定哪些客户未能回应召回通知。 所得到的客户列表可能会被排序或过滤，以便根据预期值或办公室偏好优先联系一些客户。 列表也可能被排序或过滤以首先填写特定的提供商的计划。 然后将客户名称和联系信息提交给调度程序，以便可以联系客户。 每个联系人的时间和日期将自动记录在联系人的结果中。 只有当同一个名称没有同时提交给其他调度程序并且该客户没有被最近联系时，客户名才会被呈现给调度程序，以避免冗余或频繁的联系。

公开(公告)号：US20120016688A1

公开(公告)日：2012-01-19

申请号：US12837426

申请日：2010-07-15

申请人： Brian William Perrin ,  Brett Cornell Gerlach

发明人： Brian William Perrin ,  Brett Cornell Gerlach

IPC分类号： G06Q50/00

CPC分类号： G06Q50/22 ,  G16H40/20

摘要： A method and apparatus for identifying the best provider and location to treat a patient using standard billing and other practice management system (“PMS”) data, combined with provider, location and patient type preferences, so that exactly those patients matching said preferences will be contacted and invited to make an appointment.

摘要翻译： 一种用于识别使用标准计费和其他实践管理系统（“PMS”）数据，与提供者，位置和患者类型偏好相结合的治疗患者的最佳提供者和位置的方法和装置，使得恰好符合所述偏好的那些患者将是 联系并邀请预约。

公开(公告)号：US20110282681A1

公开(公告)日：2011-11-17

申请号：US12780843

申请日：2010-05-14

申请人： BRETT CORNELL GERLACH ,  Brian William Perrin

发明人： BRETT CORNELL GERLACH ,  Brian William Perrin

IPC分类号： G06Q50/00

CPC分类号： G06Q10/107 ,  G06F19/00 ,  G06Q50/22 ,  G16H40/20

摘要： A method and apparatus for protecting relationships with referring providers, so that when a patient reactivation system is used, patients referred by protected providers will be contacted and invited to make an appointment only when appropriate.

摘要翻译： 一种用于保护与参考提供者的关系的方法和装置，使得当使用患者重新激活系统时，受保护的提供者转介的患者将被接触并被邀请仅在适当的时候预约。

公开(公告)号：US20090094054A1

公开(公告)日：2009-04-09

申请号：US11938087

申请日：2007-11-09

申请人： BRIAN WILLIAM PERRIN ,  BRETT CORNELL GERLACH

发明人： BRIAN WILLIAM PERRIN ,  BRETT CORNELL GERLACH

IPC分类号： G06Q10/00

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A method and apparatus for identifying overdue patients using standard billing or other office management data, so that patients can be contacted and invited to make an appointment. The invention begins by querying the diagnosis codes for each visit from the billing or other encounter tables, and matching these with a set of target medical conditions requiring regular care. Procedure codes and encounter dates for past visits are queried for these patients, to determine when each patient was last seen, and what was done. These procedure codes are matched against a set of exam codes to determine last medical examination dates, and against a set of procedures known to resolve each medical condition. Each condition requiring regular care is matched against any resolving procedures, leaving a set of untreated conditions requiring regular care. Based on the date of the last exam or treatment and accepted standards of care or office policies, a due date is calculated for each patient. The management system is queried for each overdue patient to determine whether they already have an appointment scheduled in the future, or a recall notice recently sent or yet to be sent. Additional filtering based on administrative settings may also be done. Overdue patients requiring contact are then placed on the contact list.

摘要翻译： 一种用于使用标准计费或其他办公室管理数据识别过期患者的方法和装置，以便可以联系并请求患者预约。 本发明首先从计费或其他遭遇表查询每次访问的诊断代码，并将其与需要定期护理的一组目标医疗条件进行匹配。 询问过去访问的程序代码和遇到日期，以确定每位患者最后一次见到的时间，以及所做的工作。 这些程序代码与一组考试代码相匹配，以确定最后的医学检查日期，并针对已知解决每个医疗状况的一组程序。 需要定期护理的每个条件与任何解决程序相匹配，留下需要定期护理的一组未经治疗的病症。 根据最后一次检查或治疗的日期以及接受的护理标准或办公室政策，计算每个患者的到期日。 每个逾期的患者都会查询管理系统，以确定他们是否已经安排了将来安排的约会，或者最近发送或尚未发送的召回通知。 还可以基于管理设置进行额外的过滤。 过期的患者需要联系，然后放在联系人列表上。

公开(公告)号：US20080306781A1

公开(公告)日：2008-12-11

申请号：US11484340

申请日：2006-07-10

申请人： Brett C. Gerlach ,  Brian William Perrin

发明人： Brett C. Gerlach ,  Brian William Perrin

IPC分类号： G06Q10/00

CPC分类号： G06F19/322 ,  G06F19/00 ,  G06Q10/0631 ,  G06Q10/06311 ,  G06Q10/06375 ,  G06Q10/109 ,  G06Q10/1093 ,  G06Q10/1095 ,  G06Q10/1097 ,  G06Q30/0201 ,  G06Q50/22 ,  G16H10/60

摘要： A method and apparatus for identifying and contacting customers who have not responded to reminders to schedule a return appointment, or who are due for a visit according to accepted standards of care or office policies, but have not scheduled an appointment. A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

摘要翻译： 一种方法和设备，用于识别和联系尚未响应提醒的客户安排退货预约，或根据接受的照顾或办公室政策标准进行访问的客户，但尚未安排预约。 查询管理数据库以确定哪些客户未能回应召回通知。 所得到的客户列表可能会被排序或过滤，以便根据预期值或办公室偏好优先联系一些客户。 列表也可能被排序或过滤以首先填写特定的提供商的计划。 然后将客户名称和联系信息提交给调度程序，以便可以联系客户。 每个联系人的时间和日期将自动记录在联系人的结果中。 只有当同一个名称没有同时提交给其他调度程序并且该客户没有被最近联系时，客户名才会被呈现给调度程序，以避免冗余或频繁的联系。