Therapist Portal

1

Login Page

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

Additional Improvements

• Added an "About the App" area that global admin users can customize

• A language selection option is added in the login page to allow the users to change the systems

• Added a show/hide password button

2

Password Recovery Page

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

Additional Improvements

• Created customized email templates for languages English, Vietnamese, French, Arabic and Spanish

  • There is no back-end interface to add/edit these templates and any additional language templates needs to be requested before it can be added to the system

3

User Profile Page

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

Notes

• When user clicks on "User Profile" under user menu, they can immediately edit their profile and update it

4

Change Password

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

Notes

• Password pattern

  • minimum 8 characters

  • at least 1 uppercase letter

  • at least 1 lowercase letter

  • at least 1 number

  • at least 1 special characters

  • cannot use old password

5

Logout

As a therapist I want to logout from the system

Notes

• Clicking on the Logout button logs out the therapist and returns to the login screen

6

Patient Management

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

Notes

• Data table columns

  • ID - P#######

    • P - patient

    • First 3 digits - institution id

    • Last 4 digits - patient id 

  • Last Name

  • First Name

  • Date of Birth

  • Lead/Supplementary Therapist

  • Notifications

Additional Improvements

• Therapist can access patient treatment plan history and details by clicking on patient row

• Added a Notifications column to display:

  • Number of unread messages

  • Number of exercises in the last 3 days that are above the pain level threshold

  • Completion progress of exercises in the last 3 days

• Changed the default items to display to 50 items and can be incremented by 50 until 200 items

7

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

Notes

• Therapist the create the patient account will automatically be the lead therapist

• Patients are uniquely identified by the phone number that they use for registration

Additional Improvements

• Therapist can now enter patient phone number from a different country

• Therapist can assign supplementary therapist to their patient

• Only the lead therapist can edit the patient info, deactivate and delete the patient

8

Patient Deactivation

As the lead therapist, I want to be able to activate/deactivate patient users, so that I can enable or temporarily disable their access to the system

Notes

• For disabling access of delinquent patients before deleting their account

• Also prevents accidental deletion of active patient accounts

9

Patient Deletion

As the lead therapist, I want to be able to delete patient users, so that I can permanently removed from the system

Notes

• When patients get deleted, their data is kept for research purposes but their personal identifiable information is deleted or obfuscated

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

Notes

• The patient information and treatment history detail page can be accessed by clicking on the patient row in the patient list

11

Treatment Details Page

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

Notes

• The treatment plan details can be accessed by clicking on the specific plan on the treatment history list

• Users can view the following:

  • List of activities for the treatment plan

  • Duration of the treatment plan

  • Adherence of patients to the treatment plan

  • Answered questionnaires

  • Goal tracking

12

Create/Edit Treatment Plan from Patient Information

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

Notes

• One of two ways to create a treatment plan

• Created treatment plan from the patient information page is automatically assigned to the patient

• Only planned and ongoing treatment plans can be edited or extended

Additional Improvement

• Goals can only be added to treatment plan when it is assigned to a patient and when created from this workflow

• Therapist can assign an International Disease Classification to the patient's treatment plan

• Supplementary therapists can add activities to the treatment plan

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 review the planned the activities of the treatment plan

Notes

• Activities are displayed as cards and details of the activities can be seen by clicking on the card

14

Add Activity

As a therapist, I want to be able to add activities to a treatment plan, so that I can modify and update the treatment plan

Notes

• Available when creating or editing treatment plans

• All activities in a specific day can be remove by clicking on the "Clear All" link on the top of the day column

Additional Improvements

• While adding exercise activities, therapist can modify the default sets and reps of the exercise for that particular day that it was added to

• While adding exercise activities, therapist can add extra information in the Additional Information field

• When adding a preset treatment plan template, all activities of that template will automatically be added to the current treatment plan

15

Copy All Activities

As a therapist, I want to be able to copy all activities of a day so that I can quickly add them to different days

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

Notes

• Only the primary image is seen in the exercise card

• The exercise title will display a maximum of 3 lines

• Clicking on the cards will display full details about the exercise

• In the library, a copy or edit button can be accessed from the card detail page

• In the library, if the activity is a copy or created by the therapist, an owner icon will be seen before the activity title

• In the library, if the activity is a copy or created by the therapist, a delete icon can be seen on the card

Additional Improvements

• The sets and reps information, if available, can be seen in the cards

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

Notes

• A preview of the attached education material can be seen in the card thumbnail 

• The activity title will display a maximum of 3 lines

• The detail page displays the preview of the attachment

• The detail page has the link to download the attachment

• In the library, a copy or edit button can be accessed from the card detail page

• In the library, if the activity is a copy or created by the therapist, an owner icon will be seen before the activity title

• In the library, if the activity is a copy or created by the therapist, a delete icon can be seen on the card

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

Notes

• The activity title will display a maximum of 3 lines

• The card will show the total number of questions

• The detail view displays each question in a collapsible frame and can be expanded to see the question details

• The detail view will display any image add to a question

• Questions in the detail view is not answerable

• In the library, a copy or edit button can be accessed from the card detail page

• In the library, if the activity is a copy or created by the therapist, an owner icon will be seen before the activity title

• In the library, if the activity is a copy or created by the therapist, a delete icon can be seen on the card

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

Notes

• The therapist can specify the date range of what data to show in the chart, by default it will be set to the entire duration of the treatment plan

• The chart will only list days that have activities

• A collapsible box is shown for each day of the treatment plan that has an exercise

• The collapsible box list the exercises for that day that show the completed sets and reps and reported pain level feedback (if required by the exercise)

20

Questionnaires Tab

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

Notes

• The list is displayed as a data table which shows the following information about the questionnaire:

  • Submitted Date

  • Title/Description

  • Number of questions

  • Actions (View)

• Viewing the details of the questionnaire displays each question in a collapsible frame and can be expanded to see the question details and the patient answers stored

21

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

Notes

• Each goal has a graph that tracks the patient's satisfaction level

22

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

Notes

• Library management page has a tab selector to display list of:

  • Exercises

  • Education Materials

  • Questionnaires

  • Preset treatments

• The active tab determines what content is created

23

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

Notes

• Therapist can create a new content or copy and existing content and modify them

• The therapist cannot exceed the system limit for creating own content

• The created content will only be available to the therapist that created them

24

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

Notes

• Therapist can create a new content or copy and existing content and modify them

• The therapist cannot exceed the system limit for creating own content

• The created content will only be available to the therapist that created them

25

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

Notes

• Therapist can create a new content or copy and existing content and modify them

• The therapist cannot exceed the system limit for creating own content

• The created content will only be available to the therapist that created them

26

Create/Edit Treatment Plan from Library Page

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

Notes

• In the library page, the therapist can select activity cards which are collected on a side drawer panel

• Collected activities across any tabs can be used to create a treatment plan by clicking on the Create Treatment Plan button on the side drawer

  • These activities will be added on the first day of the treatment plan

• On the create treatment plan page, the therapist can select the patient to assign the treatment plan or can opt to save it as a treatment plan preset

27

Preset Treatment Creation

As a therapist, I like to be able to create a treatment plan preset so that I can use it to quickly assign the same treatment plan to multiple patients

Notes

• Preset treatment does not have a start date

• Preset treatment does not require the therapist to assign goals

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

Notes

• Selecting a day in the calendar will list the appointments of that day in the appointment list, click on the day again to deselect

• All upcoming appointments are listed by default in the appointment list

Additional Improvements

• Added some color scheme to differentiate accepted vs. rejected appointments

  • HI blue (#0077c8) for accepted appointment 

  • HI supplementary color (#edc8a3) for neither accepted nor rejected appointments

  • HI supplementary color (#e35205) with strikeout for rejected appointments

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

Notes

• Click the "Add Appointment" button to create an appointment

  • Select the patient, date and time of appointment

Additional Improvements

• Add a Note field for appointments

• Made the time increments to 15mins

• Automatically fill in the To time field to be 15mins after the From field

• Rejected appointments can be edited and will change the appointment status to a new (neither accepted nor rejected)

30

Appointment Cancellation

As a therapist, I want to be able to cancel patient appointments that I created, so that I can remove incorrectly scheduled appointments

Notes

• Therapist can delete the appointments that they created and gets removed from the patients appointment lists

31

Accept/Reject Appointments

As a therapist, I want to be able to accept or reject appointments requested by my patients, so that my patients can know that I'm not available on that schedule

Notes

• Therapist can accept or reject the appointments created by their patients and it gets updated in the patients appointment list

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

Notes

• Select the patient in the contact list to load their call/chat history and perform chats and call functions

• Only patients that has active accounts will be listed in the contact list

• Total number of online patients is displayed on the top of the contact list

• Can search/filter patients from the contact list

• An online indicator is shown next to the patient name

• Last message is shown in the contact list

• Last time patient is active is shown in the contact list

• Total of unread message count is shown in the contact list

33

Patient Chat/Messaging

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

Notes

• Select the patient in the contact list to load their call/chat history to send messages

• Can send attachments with messages

• Patient's messages is on the left side and in white message boxes

• Therapist's messages is on the right side and in blue message boxes

34

Displaying and Downloading Chat Attachments

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

Notes

• Attachment sent will show in the message panel

• Therapist can click on the attachment to expand and download the attachment

35

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

Notes

• Select the patient in the contact list to load their call/chat history and click the voice call or video call icon on the top of the message panel 

• Therapists can mute themselves or the patient

• Therapists can turn on/off their video camera

36

Dashboard

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

Notes

• There are two main information visual aids in the dashboard 1) information cards and 2) charts

• Cards

  • Total number of Patients

  • Total number of On-going treatment plans

• Charts

  • Total number of patients by gender

  • Total number of patients by age (range per 10)

  • Total number of on-going treatment plans by gender

  • Total number of on-going treatment plans by age (range per 10)