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Goals

  • Define the features and functionalities of the Therapist Web App

Requirements

User Story Title

User Story Description

Priority

Therapist  Web App

1

Login Page

As a therapist, I want to login to the system, so that I can manage my patients and appointments.

Acceptance Criteria

  • When I access the “Login page”, I will see the Login screen

  • In the Login screen, I will be able to login by using Username and Password. The Login screen will have:

    • Username: Textbox

    • Password: Textbox

    • Login button

    • Forgot your password?: Hyperlink

  • Clicking the login button

    • If I input the correct Username and Password then I will be sent to the Dashboard screen

    • If I input the invalid Username/Password:

      • If I do not input the Username or password, when I click the Login button a red text line message will be displayed: “Please fill in the Username/Password”.

      • If I input the wrong Username or password, when I click the Login button a red text line message will be displayed: “Incorrect Username or password. Please try again”.

  • Clicking “Forgot your password?”

    • I will be sent to a Recovery page that I could type my email registered with the system and receive the password.

Must have

2

Password Recovery Page

As a therapist, I want to be able recover my password in case I forgot it.

Acceptance Criteria

  • When I click the “Forgot your password?” link in the login page I see the password recovery page that has:

    • Email: Textbox

    • Recover Password button

    • Back to login page hyperlink

  • Clicking Recovery button:

    • If the input email exists in the database then the password will be sent to the email.

    • Else a red text line message under the Login button will be displayed: “Your email does not exist.”.

  • Clicking the "< Login" hyperlink sends me back to the login page

Must have

3

Dashboard

As a therapist, I want to view brief information about my patients and treatments

Acceptance Criteria

  • When I click to Dashboard menu, I will go to the Dashboard screen

  • Dashboard should display the following information charts (separation by age and gender)

    • Number of current ongoing treatments / total patient limit

    • Number of total treatments

    • Number of total patients

Must have

4

User Profile Page

As a therapist I want to view my profile so that I can manage my own information.

Acceptance Criteria

  • When I click the user name in the menu, it displays the a drop-down that lists the following action

    • Update profile

    • Change password

    • Log out

  • The page displays two tabs

    • Profile Information

    • Passwords

Must have

5

Update Profile

As a therapist I want to edit my profile so that I can update my own information.

Acceptance Criteria

  • Clicking Update profile from the username action dropdown opens the profile page with Profile Information tab active

  • Profile tab has

    • First Name and Last Name

      • Text field, required

      • Contain text only, max length 255 characters

    • Email

      • Text field, required

      • Contain text only, max length 255 characters

      • Follows email pattern: "text@text.text"

    • Country - default to the country of the admin that created the account

    • Location

      • Text field

      • Drop-down

        • Clinics

    • Date of birth

      • Date field

      • Format: dd/mm/yyyy

      • Show calculated age

    • Patient limit - required

      • Numeric (default 15)

    • Save button

      • Enable if something is changed

      • If all field values satisfy the validations, the data will be saved

        • Show system notification Save successfully.”

      • If there is a field that does not match the condition

        • System will show a red text line in the right of input field

          • First Name and Last Name: “No number allowed.”

          • Phone Number: “Only digit numbers are allowed.”

        • If there is a required field that is blank, show a red text line in the right of input field “Cannot leave blank.”

    • Cancel button

      • Reverts all information to the last saved data

Must have

6

Change Password

As a therapist I want to edit my password so that I can update my password and keep it secured

Acceptance Criteria

  • Clicking Change password from the username action dropdown opens the profile page with Password tab active

  • Password tab has

    • Old Password: text field, required

    • New Password: text field, required

    • Confirm New Password: text field, required

    • Save button

      • Enable if something is changed

      • If Old password is correct and New password and Confirm new password match each other

        • Then, the new password is updated to the database

        • Show system notification “Password changed successfully!”

      • If the password input in Old Password does not match with the current password, a red text line message will be displayed: “Old password is not valid.”

      • If the input New password and Confirm new password do not match each other, a red text line message will be displayed: “Confirm new password does not match.”

    • Cancel button

      • Reverts all information to the last saved data

Must have

7

Logout

As a therapist I want to logout from the system

Acceptance Criteria

  • Clicking Log out from the username action dropdown

    • A modal popup will be shown “Are you sure you want to log out?”

      • Choose YES: I will be returned to the login page

      • Choose NO: I will stay at the current page

Must have

8

Patient Management

As a therapist, I want to be able see a list of my patients so that I manage them 

Acceptance Criteria

  • When I click on the "My Patients" menu, I open the patients list page

  • Static labels for

    • Total number of patients

    • On-going Patients/Limit

  • New Patient button

    • When clicked, displays an patient creation modular pop-up form

  • Search box

    • When users input the text (at least 1 character), the patients list will only return the records that matches one of their column values (except On-going status and Action column)

  • Filter button

    • When users click on the Filters button, a filter bar will appear below the title row with search boxes, drop-down or date picker depends in the field type:

      • Search boxes (ID, First Name and Last Name, Age On-going Treatment Plan, notes):

        • Default: blank

        • When users input the text (at least 1 character), the patient list will only return the records that have the search input text contained in the value column

      • Dropdown (On-going Treatment Status)

        • Default: All

        • Filters patient list that matches selected status

        • Status:

          • Planned

          • On-going

          • Finished

      • Calendar picker (Next Appointment Date)

        • Default: blank

        • Next Appointment Date

          • Date format: dd/mm/yyyy

          • Filter patient list where the Next Appointment Date is on or before the selected date

      • Close icon: Closes/hide the Filters bar

  • Columns button

    • Shows a check box list of columns that are displayed in the admin list

    • Default: All checked

      • If some columns are unchecked, All Columns check box is automatically unchecked

    • When an item is unchecked, column is not displayed in the admin list

    • Clicking on the close icon applies the checked columns to be displayed

  • Patient list

    • Data table of patients

    • Summary count label (e.g. "Showing 1 to 5 of 10 items)

    • Pagination labels

      • Drop down to select number of items to show in a page

      • Previous icon: returns to the previous page

      • First icon: returns to the first page

      • Next icon: goes to the next page

      • Last icon: moves to the last page

  • Clicking the patient name opens patient treatment details

  • Action button

    • When click it will show the following actions

      • Edit Info - when clicked, opens the create patient modal pop-up pre-filled with current patient information

        • Can save/cancel updated information

      • Delete - When clicked, opens a delete modal confirmation form

Must have

9

Patient Creation/Editing

As a therapist, I want to create/edit patient and their info so that I can add them to my patient list

Acceptance Criteria

  • Clicking the Add Patient button, opens Create Patient modular form

  • The form has the following fields

    • Mobile Number - required

    • Country - Static label

    • Institution/Clinic - Static label

    • First Name - text box, required, 255 characters 

    • Last Name - text box, required, 255 characters

    • Gender - drop down required

    • Date of birth

      • Date field

      • Format: dd/mm/yyyy

      • Show calculated age

    • Notes - text box, 255 characters

    • Create/Save button

      • Saves the created/edited patient

      • System notification of successful/failed saving

        • Display red error message for failed field validation

      • Closes the dialog

    • Cancel button

      • Returns to the patient list without saving

      • Closes the dialog

Must have

10

Patient Treatment Information

As a therapist, I want to see the treatment information of a patient, so that I can view their treatment history and manage their treatment plan

Acceptance Criteria

  • Clicking the patient name in the patient list opens this page

  • Page has two main sections

    • Patient information - displays the following information

      • Patient's full name

      • ID

      • Mobile Number

      • Gender

      • DOB (with Age)

      • Country

      • Notes

        • If notes are long, show ellipsis link to show more

      • Action button

        • Edit Patient Information - opens the Create/Edit Patient modular form

        • Create Treatment Plan

        • Deactivate Account

        • Remove Account

      • Call button - opens Call/Chat page with call's to patient already starting

      • Messages button - opens Call/Chat page with chat interface with the client open

      • Appointment button - opens the Add Appointment pop-up dialog

    • Treatment history - list treatments of the patient

      • Clicking treatment name opens treatment details page 

      • Search box

        • When users input the text (at least 1 character), the treatment list will only return the records that matches one of their column values (except On-going status and Action column)

      • Filter button

        • When users click on the Filters button, a filter bar will appear below the title row with search boxes, drop-down or date picker depends in the field type:

          • Search boxes (Treatment Name):

            • Default: blank

            • When users input the text (at least 1 character), the patient list will only return the records that have the search input text contained in the value column

          • Dropdown (On-going Treatment Status)

            • Default: All

            • Filters patient list that matches selected status

            • Status:

              • Planned

              • On-going

              • Finished

          • Calendar picker (Start Date, End Date)

            • Default: blank

            • Start/End Date

              • Date format: dd/mm/yyyy

              • Filter patient list where the Start/End Date is on or before the selected date

          • Close icon: Closes/hide the Filters bar

      • Columns button

        • Shows a check box list of columns that are displayed in the admin list

        • Default: All checked

          • If some columns are unchecked, All Columns check box is automatically unchecked

        • When an item is unchecked, column is not displayed in the admin list

        • Clicking on the close icon applies the checked columns to be displayed

      • Treatment list

        • Summary count label (e.g. "Showing 1 to 5 of 10 items)

        • Pagination labels

          • Drop down to select number of items to show in a page

          • Previous icon: returns to the previous page

          • First icon: returns to the first page

          • Next icon: goes to the next page

          • Last icon: moves to the last page

      • Actions

        • Edit Treatment Information

        • View Treatment Details

Must have

11

Treatment Details Page

As a therapist, I want to be able to see a patient treatment details, so that I can manage it

Acceptance Criteria

  • Use the same page layout of the patient treatment information page, but update the second section to show the treatment details with the following content

    • Back to Treatment History - hyperlink that loads the treatment history section

    • Treatment information

      • Treatment Name

      • On-going Status

      • Edit Treatment Information - hyperlink that opens a modal pop-up form to edit treatment information

      • Description

      • Start Date

      • End Date

      • Duration

    • Tabs bar - to get access to specific treatment details

      • Activities

      • Adherence

      • Questionnaires

      • Goals Tracking

Must have

12

Create/Edit Treatment information

As a therapist, I want to be able to create/edit a patient's treatment information so that I can add/update a treatment

Acceptance Criteria

  • On the treatment details page, when user clicks the Edit Treatment Information link, it opens the modal pop-up for treatment information

  • The pop-up has the following fields:

    • Treatment name - text box, required, 255 characters 

    • Description - text box, 255 characters 

    • Start date - date format: dd/mm/yyyy

    • Create/Save button

      • Saves the created/edited treatment information

      • System notification of successful/failed saving

        • Display red error message for failed field validation

      • Closes the dialog

    • Cancel button

      • Returns to the treatment history list without saving

      • Closes the dialog

Must have

13

Activities Tab

As a therapist, I want to to be able to list the exercises, education materials and questionnaires in a weekly plan so that I can list and plan the activities of the treatment

Acceptance Criteria

Image AddedImage AddedImage Added
  • When I click on the Activities tab I will see the list and planned activities for the treatment

  • The activities tab will have the following:

    • A week # button

      • Clicking the button displays the 7-day activity plan

      • Can remove a week plan by clicking the 'x' corner button - opens a delete modal confirmation form

    • An  button to add another week

    • A 7-day activity plan - 1 column per day

      • Week 1 Day 1 is the treatment start date and the rest are calculated

      • An  button at the bottom of the day column to add activities (exercise, education material and questionnaire) - clicking opens the library pop-up to allow user to select the activity to add

      • A copy all icon () to copy all activities in a different date - clicking opens a select day to copy to dialog to confirm the copying

Must have

14

Copy All Activities

15

Add activity pop-up

As a therapist, I want to be able to add activities in the day columns of the activity tab of the treatment details page so that I can plan the patient's activity for a day

Acceptance Criteria

Image Added
  • When the user clicks on the  button at the bottom of the day column, a pop-up form appears that will allow the user to select one or more activities to the day

  • The form will have:

    • Tab Bar

      • Exercises - when clicked, displays the list of exercises from the library

      • Education Materials - when clicked, displays the list of education materials

      • Questionnaires - when clicked, displays the list of questionnaires

    • Search/Filter Side Bar

      • Filter applied as we type or select values

    • Selected Activities Side Bar

      • Lists all of the activities

      • Add to day button - confirms adding of listed activities to the day

Must have

16

Exercise Cards

As a therapist, I want to display the exercise information as cards, so that I can visually display the important information easily

Acceptance Criteria

  • The card will show:

    • media slideshow - manual switching of media

    • title of exercise (hyperlink)

      • display max 2 lines

      • if longer than 2 lines show ellipsis

      • hover displays full title

    • categories of the exercise

      • display max 2 lines

      • if more than 2 lines show ellipsis

      • hover displays all categories

    • Only in activities tab

      • remove icon

      • copy icon

      • # of sets and # of reps

    • Only in library

      • Favorite icon

      • Check-box - to select/add exercise to preset treatment

      • Override icon

  • Clicking on the title will open the Exercise Creation/Editing page

  • Clicking on the card will open card as pop-up to view details

Must have

17

Education Material Card

As a therapist, I want to display the education material information as cards, so that I can visually display the important information easily

Acceptance Criteria

  • The card will show:

    • default icon for educational material

    • title of educational material (hyperlink)

      • display max 2 lines

      • if longer than 2 lines show ellipsis

      • hover displays full title

    • File type

    • categories of the educational material

      • display max 2 lines

      • if more than 2 lines show ellipsis

      • hover displays all categories

    • remove icon

    • copy icon

    • Download icon

  • Clicking on the title will open the Education Material Creation/Editing page

  • Clicking on the card will open card as pop-up to view details

Must have

18

Questionnaire Card

As a therapist, I want to display the questionnaire information as cards, so that I can visually display the important information easily

Acceptance Criteria

  • The card will show:

    • default icon for questionnaire

    • title of questionnaire (hyperlink)

      • display max 2 lines

      • if longer than 2 lines show ellipsis

      • hover displays full title

    • number of questions

    • categories of the educational material

      • display max 2 lines

      • if more than 2 lines show ellipsis

      • hover displays all categories

    • remove icon

    • copy icon

  • Clicking on the title will open the Education Material Creation/Editing page

  • Clicking on the card will open the Questionnaire pop-up to view details

Must have

19

Adherence Tab

As a therapist, I want to be able to see the patient's percent completion of daily activities and their pain levels so that I can track the progress and effectiveness of the treatment plan

Acceptance Criteria

  • When I click on the Adherence tab I will see the adherence section page

  • The section shows the following:

    • Date Range - date range picker, selects the days to be displayed in the chart

    • Bar and line chart - displays dates selected and the % completion of activities each day and the pain level recorded by patient per day

      • Bar - % completion

      • Line - Pain levels

    • Exercise List - collapsible text box

      • One for each day in the selected range

      • Title - Day and date

      • Expanded content - Exercises for that day with list of details (Assigned, Completed, Pain Level)

Must have

20

Questionnaires Tab

As a therapist, I want to be able to see the list of questionnaires that the patient has respond to

Acceptance Criteria

  • When I click on the Questionnaire tab I will see the questionnaire section page

  • The section shows the following:

    • Questionnaire List - data table

      • Date Submitted

      • Title

      • Categories

      • Language

    • When row is clicked it opens the questionnaire pop-up to show the answers

    • Summary count label (e.g. "Showing 1 to 5 of 10 items)

    • Pagination labels

      • Drop down to select number of items to show in a page

      • Previous icon: returns to the previous page

      • First icon: returns to the first page

      • Next icon: goes to the next page

      • Last icon: moves to the last page

Must have

21

Questionnaire Pop-up

As a therapist, I want to be able to see the patient's answers to the questionnaires so that I can get their feedback

Acceptance Criteria

  • When user clicks the row of one of the questionnaires in the list, it opens a pop-up dialog that shows all the questions and answers of that questionnaire

  • The pop-up has the following:

    • Title - title of questionnaire

    • Description

    • Number of questions

    • Question and Answer - collapsible text box

      • One for question in the selected range

      • Title - Question Number

      • Expanded content - Question and answers (including images if any)

    • Close button

      • Returns to the questionnaire list

      • Closes the dialog

Must have

22

Goals Tracking Tab

As a therapist, I want to be able to see the list of goals that I have set for the patient patient so that I can quickly track their progress

Acceptance Criteria

  • When I click on the Goals Tracking tab I will see the Goals Tracking section page

  • The section shows the following:

    • Goals List - satisfaction line chart

    • Each chart has 

      • Goal # and title

      • Line chart of patient's weekly satisfaction of the treatment

Must have

23

Library Management

As a therapist I want to be able to access activities from the global library so that I can create treatment plans and treatment presets and assign them to patients

Acceptance Criteria

  • When I click on the Library menu, I will have see the Library page that shows:

    • Action button to create Exercise, Education Content, Questionnaire and Treatment Plan

    • Tab Bar

      • Exercises

        • When clicked, displays the list of exercises

          • Items can be marked as favorite

          • If Item is overridden display overridden icon

      • Education Materials

        • When clicked, displays the list of education materials

          • Items can be marked as favorite

          • If Item is overridden display overridden icon

      • Questionnaires

        • When clicked, displays the list of questionnaires

          • Items can be marked as favorite

          • If Item is overridden display overridden icon

      • Preset Treatments

        • When clicked, displays a list of the therapists saved treatment preset

    • Search/Filter Side Bar

      • Filter applied as we type or select values

      • Additional filters:

        • Show favorites only

        • Show my contents only

        • Show selected contents only

Must have

24

Content Creation - Exercise

As a therapist, I like to be able to create exercise contents so that I can add my own content in the library

Acceptance Criteria

Image Added
  • Same UX/UI for creating content in the Back-end Admin app

  • Created content is only available to the therapist (creator)

    • Has the  icon to mark that this is therapist created/customized

Must have

25

Content Creation - Education Material

As a therapist, I like to be able to create education material contents so that I can add my own content in the library

Acceptance Criteria

Image Added
  • Same UX/UI for creating content in the Back-end Admin app

  • Created content is only available to the therapist (creator)

    • Has the  icon to mark that this is therapist created/customized

26

Content Creation - Questionnaire

As a therapist, I like to be able to create questionnaire contents so that I can add my own content in the library

Acceptance Criteria

Image Added
  • Same UX/UI for creating content in the Back-end Admin app

  • Created content is only available to the therapist (creator)

    • Has the  icon to mark that this is therapist created/customized

27

Treatment Plan/Preset Treatment Creation

As a therapist, I like to be able to select content so that I can create a treatment plan and/or preset treatment and assign them to my patient

Acceptance Criteria

  • When user clicks the Action > New Treatment Plan in the Library page, it opens the Treatment planning page

  • Treatment planning page has two section

    • Treatment Information section which has

      • Name - name of treatment, required, 255 chars

      • Description - description of treatment, 255 chars

      • Patient Name - drop down, patient name to assign the treatment plan

      • Start Date

      • Treatment Goal - can add up to maximum of 4 goals

        • Progress input - which day of every number of weeks. required

          • day drop down -  (1-7)

          • week drop down - based of number of weeks of the treatment plan

        • Goal - description of goal, text box, required, 255 characters

    • Activities section - the same UX/UI of the activities page above

Must have

28

Appointment Management

As a therapist, I want to be able to see the list of my patient appointments so that I can manage them

Acceptance Criteria

  • When I click on the Appointments menu, it opens the Appointments page

  • The page will show a monthly calendar

    • User can change the displayed month

    • Today is marked with a dark circle on the date

    • Each date square will display the number of appointments on that day

    • Hovering on the date square will show the "Add Appointment" link

    • Date square can be selected

      • If selected the appointment list will only display appointments for that day

  • A side bar that lists the appointments for that displayed month and requested appointments

    • Appointment list - the appointments for the same day are grouped to display

      • Date - dd/mm/yyyy

      • Appointment time

      • Name of patient

      • Cancel Appointment link

    • Request for Appointment list - the requested appointments for the same day are grouped to display

      • Date when request was raised

      • Name of the patient 

      • An Add Appointment link

      • Delete Request link

Must have

29

Create/Edit Appointment

As a therapist, I want to be able to create/edit patient appointments so that I can schedule online counseling with them

Acceptance Criteria

  • When I click on the "Add Appointment" link in the calendar date, it opens the Create Appointment pop–up dialog

  • The pop-up dialog has the following fields:

    • Patient Name - required, drop-down of therapist's patients

    • Date - required, calendar picker, default to the date where the link was clicked

    • From - required, time picker

    • To - required, time picker

    • Create/Add button

      • Add/saves the created/edited appointment

      • System notification of successful/failed saving

        • Display red error message for failed field validation

      • Closes the dialog

    • Cancel button

      • Returns to the appointment list without saving

      • Closes the dialog

Must have

30

Appointment Cancel

Must have

31

Appointment Subject

Nice to have

32

Chat/Call Management

As a therapist, I have a chat/call page so that I can manage the chats and calls to my patients

Acceptance Criteria

  • When I click on the Chat/Call menu, it opens the Chat/Call page

  • The Chat/Call page will have the following:

    • Search bar - when user types in the search bar, the contact list is filtered with matching results

    • Contact list - list of all of the therapist's patients

      • Online icon for patients that are online

      • Number of unread messages icon

      • Missed call icon

    • Total of unread messages

    • Patient chat/message history panel

Must have

33

Patient Chat/Messaging

As a therapist, I want to send messages to my patients and see our chat/message history

Acceptance Criteria

  • When I click on a patent name in the contact list, it opens the chat/message history in the message panel on the right

  • The message panel has the following:

    • chat/message history area - displays the past messages with time stamp

    • a voice call icon - when click opens a voice call with the patient

    • a video call icon - when click opens a video call with the patient

    • text box and send message button - for entering and sending messages

    • add attachment button - attaching photo/video files (max 25MB)

Must have

34

Displaying and Downloading Attachment

As a therapist, I want to display the message attachments so that I can view/play images/video and download them

Must have

35

Voice Messaging

As a therapist, I want to send voice messages to my patients so they can just listen to my messages

Nice to have

36

Patient Voice/Video Calls

As a therapist, I want to be able to do voice/video calls with my patients so that I can talk to them

Acceptance Criteria

  • When I click on the either the voice or video call button in the chat/messaging history panel, it opens the call panel

  • The call panel has the following:

    • Menu icon - show/hides the contact list

    • Video icon -  clicking on this icon turns on/off my video

    • Volume icon - clicking on this icon will mute/unmute my audio

    • Hang up icon - clicking on this icon ends the call

    • Message icon - clicking on this icon to opens the chat/message panel

      • If I have unread messages from the patient, then a red dot is shown on this icon

    • Patient's video/avatar - if voice call it shows avatar, else it shows clients video

    • Therapist's video/avatar - if voice call it shows avatar, else it shows my video

      • Can be moved/dragged to different position/area in the call panel

Must have

37

Chat while Calling

  • Message icon - clicking on this icon to opens the chat/message panel

    • If I have unread messages from the patient, then a red dot is shown on this icon

Must have

User interaction and design

Login

  • User goes to site

  • User enters email and password

    • If credentials are correct, loads the dashboard page

    • Else, prompted for wrong login credentials and user can

      • Retry login, or

      • Reset password

  • User resets password

    • User clicks the "Forget your password?" link to load the Password Recovery page

      • User enters email and clicks on the Recover Password button

        • If user's email exist on the database, success notification is shown and password recovery email is sent to the user's email

          • If email has not been received, user can click link to resend the email

        • Else, failed notification is shown and message says that the email does not exist in the database

      • User clicks on the "< Login" link to go back to the login page

View/Edit User Profile

  • User clicks on user name in the top right corner and selects Update Profile

  • Loads the User Profile page with the Profile Information tab active

  • User updates information and clicks the Save button to save changes or Cancel to revert to the changes to last save information

  • Displays success notification when save is successful

Change Password

  • User clicks on user name in the top right corner and selects Change Password

  • Loads the User Profile page with the Password tab active

  • User types current password

  • User types new password

  • User confirms new password

  • User clicks the Save button to save new password or Cancel to revert to the changes

    • If current password is correct and  New password and Confirm new password match each other

      • Then, the new password is updated to the database

      • Show system notification “Password changed successfully!”

    • If the password input in Old Password does not match with the current password, a red text line message will be displayed: “Old password is not valid.”

    • If the input New password and Confirm new password do not match each other, a red text line message will be displayed: “Confirm new password does not match.”

Logout

  • User clicks on user name in the top right corner and selects Logout

  • User gets logout of the session and returns to the login page

Dashboard

  • User after login is redirected to the dashboard page and shows the data and charts of the dashboard

  • User can click on the dashboard menu to go to the dashboard page

Patient Management - Viewing Patients

  • User clicks on the Patients menu to display the user's list of patients

  • User clicks on the patient name to view the patients treatment history

  • In the patient treatment history page:

    • User clicks the call icon to start a call with the patient

    • User clicks the messaging icon to start/open the messaging page

    • User clicks the appointment icon to open the create appointment pop-up dialog

Patient Management - Search/Filter Patients

  • User clicks on Patients menu and loads the Patient Management page

  • User types on the Search box, the patient list will only return the records that one of their column values contain the search text

  • User clicks on the Filter button and types on a specific filter in the filter bar and the patient list will only return the records that matches the text in the specific column/field

  • User can customizes the columns displayed in the data table by clicking on the Columns button and toggle the checkbox of the columns that they want displayed

  • User can customize the number of items shown in the data table by selecting the number of items to be shown in a page

Patient Management - Create New Patients

  • User clicks on New Patient button to open the Create/Edit Patient User dialog

  • User enters required information for new patient and clicks on the Create button

    • If all input fields are valid, then it saves the new patient and show system notification of successful patient creation

    • Else, display warning/error messages

  • User clicks on the Cancel button to cancel the patient creation and closes pop-up and returns to the patient list

Patient Management - Edit Patient Information

  • Two ways

    • User clicks on Actions > Edit Patient Info link to open the Create/Edit Patient User dialog

    • User clicks on the patient name to open treatment history page and on the patient information section clicks the Action > Edit Patient Info link

  • User enters updated information for the patient and clicks on the Save button

    • If all input fields are valid, then it saves the new patient and show system notification of successful patient information update

    • Else, display warning/error messages

  • User clicks on the Cancel button to cancel the patient information update and closes pop-up and returns to the patient list

Patient Management - Viewing/Search/Filter Patient Treatment History

  • User clicks on the patient name to open treatment history page

  • User types on the Search box, the treatment history list will only return the records that one of their column values contain the search text

  • User clicks on the Filter button and types on a specific filter in the filter bar and the treatment history list will only return the records that matches the text in the specific column/field

  • User can customizes the columns displayed in the data table by clicking on the Columns button and toggle the checkbox of the columns that they want displayed

  • User can customize the number of items shown in the data table by selecting the number of items to be shown in a page

Patient Management - View Treatment Details

  • In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page

Patient Management - Editing Treatment Information

  • Two ways

    • In the treatment history list choose the treatment you want to edit and clicks on the Action > Edit Treatment Info link to open the Edit Treatment Info dialog

    • In the treatment details page, user clicks on the Edit Treatment Info link to open the Edit Treatment Info dialog

  • User enters updated information for the patient and clicks on the Save button

    • If all input fields are valid, then it saves the new patient and show system notification of successful patient information update

    • Else, display warning/error messages

  • User clicks on the Cancel button to cancel the patient information update and closes pop-up and returns to the patient list

Patient Management - Editing Treatment Activities

  • In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page

  • In the activities section user can add weeks and daily activities

    • Adding week - user clicks on the  button to add 1 week

    • Deleting week - user clicks on the  icon on the week button

    • Adding daily activities

      • Select the week you want to add an activity

      • Select the day of the week you want to add the activity

      • Click on the  button in the day column to add activity for that day

        • Opens the activity selection dialog

        • Selects activity to add and can be seen added the the side bar

          • User can choose from the Exercises, Educational Materials and Questionnaire tabs

        • Clicks on the Add to day button

          • Closes the dialog

          • Adds the selected activity to the day column

    • Deleting activities

      • On the daily activity column, click on the  icon of any of the activity card

  • Click the "Back to Treatment History" button to save the changes

Patient Management - Viewing Treatment Adherence/Questionnaires/Goals

  • In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page

  • Click on the Adherence/Questionnaires/Goals tab to see their details

    • Adherence tab

      • Default view is the entire duration of the treatment

      • User clicks on the Time Range field to change the displayed duration

    • Questionnaire tab

      • Displays the list of questionnaires in the treatment

      • User can search and filter the questionnaire list

      • User can see the answers to the questions by clicking on the questionnaire name to open the questionnaire details pop-up

    • Goals tab

      • Displays the goal graphs of the treatment  

Library Management - Viewing Contents

  • User clicks on the Library menu to view the library contents

  • User selects the tab of the specific content that they want to view

    • Exercises

      • lists the global and user created/modified exercises

      • click on the exercise card to see the details of the exercise

    • Education Materials

      • lists the global and user created/modified educational materials

      • click on the education material name in the list to see the details of the education materials

    • Questionnaires

      • lists the global and user created/modified questionnaires

      • click on the questionnaire name in the list see the details of the questionnaire

    • Preset Treatments

      • lists the user created/modified preset treatments

      • click on the treatment name in the list to see the details of the treatment

Library Management - Create/Edit Exercises

  • User clicks on the Library menu to view the library contents

  • User selects the exercise tab

    • To create

      • Click the Action > New Exercise button to open the Create/Edit Exercise page 

      • User uploads media for the exercise

        • Can select/browse from desktop file

        • Can drag/drop files into the media area

        • Can remove added media by clicking on the  icon  

      • User fills in exercise information

      • User clicks the Create button

        • Saves created exercise

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the exercise list without saving

    • To edit

      • Select existing exercise and click edit to open the Create/Edit Exercise page 

        • If selected exercise is from global library, creates a duplicate of the exercise

        • Else, edits selected exercise

      • User updates/edits existing/copied information

      • User clicks the Save button

        • Saves edited/duplicated exercise

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the exercise list without saving

  • Created/Edited exercise is marked with a  icon

Library Management - Create/Edit Education Material

  • User clicks on the Library menu to view the library contents

  • User selects the education materials tab

    • To create

      • Click the Action > New Education Material button to open the Create/Edit Education Material pop-up

      • User uploads file for the content

        • Can select/browse from desktop file

        • Can drag/drop files into the upload area

      • User fills in Education Material information

      • User clicks the Create/Save button

        • Saves created/edited Education Material

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the Education Material list without saving

    • To edit

      • Select existing Education Material and click Action > Edit Info to open the Create/Edit Education Material pop-up

        • If selected education material is from global library, creates a duplicate of the education material

        • Else, edits selected education material

      • User updates/edits existing/copied information

      • User clicks the Save button

        • Saves edited/duplicated education material

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the education material list without saving

  • Created/Edited education material is marked with a  icon

Library Management - Create/Edit Questionnaire

  • User clicks on the Library menu to view the library contents

  • User selects the questionnaire tab

    • To create

      • Click the Action > New Questionnaire button to open the Create/Edit Questionnaire page

      • User uploads file for the content

        • Can select/browse from desktop file

        • Can drag/drop files into the upload area

      • User fills in Questionnaire information

      • User clicks the Add Question button to add at least one question 

        • User enters the question and question type

          • User can upload a photo for the question

            • Can select/browse from desktop file

            • Can drag/drop files into the upload area

        • User enters answer options (depends on question type)

      • User can re-order questions by dragging them

      • User can copy a question and created copy is added as the last question in the list

      • User clicks the Create/Save button

        • Saves created/edited Questionnaire

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the Questionnaire list without saving

    • To edit

      • Select existing questionnaire and click Action > Edit Info to open the Create/Edit Questionnaire page

        • If selected questionnaire is from global library, creates a duplicate of the questionnaire

        • Else, edits selected education material

      • User updates/edits existing/copied information

      • User clicks the Save button

        • Saves edited/duplicated questionnaire

        • System notification of successful/failed saving

      • User clicks the Cancel button to cancel content creation and returns to the questionnaire list without saving

  • Created/Edited questionnaire is marked with a  icon

Library Management - Create/Edit Preset Treatments

  • User clicks on the Library menu to view the library contents

  • User selects the preset treatment tab

  • To create:

    • User clicks the Action > New Treatment Plan in the Library page, it opens the Treatment planning page

    • Users enters treatment information in the Treatment Information section which has

      • If user enters Patient Name, created preset is automatically assigned to the patient

    • User selects the activities in the Activities section

      • User can add weeks and daily activities

        • Adding week - user clicks on the  button to add 1 week

        • Deleting week - user clicks on the  icon on the week button

        • Adding daily activities

          • Select the week you want to add an activity

          • Select the day of the week you want to add the activity

          • Click on the  button in the day column to add activity for that day

            • Opens the activity selection dialog

            • Selects activity to add and can be seen added the the side bar

              • User can choose from the Exercises, Educational Materials and Questionnaire tabs

            • Clicks on the Add to day button

              • Closes the dialog

              • Adds the selected activity to the day column

        • Deleting activities

          • On the daily activity column, click on the  icon of any of the activity card

    • User clicks the Save button

      • Saves the created preset treatment

      • System notification of successful/failed saving

    • User clicks the Cancel button to cancel preset treatment creation and returns to the preset treatment list without saving

  • To Edit:

    • Select existing preset and click on Action > Edit Treatment Plan it opens the Treatment planning page

    • User updates/edit existing information

    • User adds/remove new/existing activities

    • User clicks the Save button

      • Saves the created preset treatment

      • System notification of successful/failed saving

    • User clicks the Cancel button to cancel preset treatment creation and returns to the preset treatment list without saving

Appointment Management - Viewing Appointments

  • User clicks on the Appointment menu to open the Appointments list page

  • By default, today is selected and the appointment list displays the appointments for the day

  • User changes the displayed month by clicking on the month selector

  • User selects a day on the monthly calendar view and display appointments for that day in the appointment list

  • The user can see the appointment details (name of patient and time of appointment) on the appointment list

  • User can also see requested appointments in the Request of Appointments tab

Appointment Management - Adding Appointments

  • User hovers on the date they want to add an appoints and clicks on the Add Appointment link to open the Create Appointment pop–up dialog

  • User fills in required information (name of patient, date/time of appointment)

  • User clicks the Create button

    • Saves the created appointment

    • System notification of successful/failed saving

  • User clicks the Cancel button to cancel appointment creation and returns to the appointment list page

Appointment Management - Cancelling Appointments

  • User selects a date in the calendar view to list appointments

  • User clicks on the Cancel Appointment link

    • Opens an cancel appointment modal confirmation form, when confirmed removes the appointment from the list sends notification to patient in mobile app

Chat/Call Management - Messaging a Patient

  • User clicks on the Chat/Calls menu to open the Chat/Contact list page

  • User selects the patient to whom the message is to be sent in the contact list to open the chat/message history for that patient

  • User enters messages in the text box and press enter or clicks on the send button to send the message

    • User can attach photos/videos in the message

  • User clears the unread icon when they open the chat/message history

Chat/Call Management - Calling a Patient

  • User clicks on the Chat/Calls menu to open the Chat/Contact list page

  • User selects the patient to whom the user wants to call

    • Clicks on the Voice Call icon if calling without video

      • Shows calling graphic with patient avatar

      • Shows call timer when patient answers

    • Clicks on the Video Call icon if calling with video

      • Shows calling graphic with patient avatar

      • Shows timer and video when patient answers

  • User can click to Volume icon to mute/unmute microphone

  • User can click on the Message Icon to open Chat/Message panel to send messages

  • User clicks the End Call icon to end call