Clinasyst 3.6 new features (not exhaustive)

Master Table cleanup utilities

Over time the master tables can get populated with redundant data and garbage records that cannot be deleted if they have “child” records.  Version 3.6 has a utility for the City, Medication, and Medical History table that will let the user select a “preferred” code for an existing record.  The user is prompted for whether they want all existing “child” records that have the current code to be updated to the “preferred” code.  If the user chooses “yes,” the child records are updated, and the current record can be deleted from the master table.

 

However, the user may elect not to delete the record, so that it may remain in the master table and be selected from input.  If it is selected at input, it will automatically be re-directed to the preferred code.  For example, if your master medical history table has records for “Hypertension,” “High Blood Pressure,” and “HTN,” you will recognize that you have a certain redundancy in the master list.  You may choose to set the preferred code for “High Blood Pressure” and “HTN” to “Hypertension,” and to reset all child records to the preferred value.  But if you elect to remove the “HTN” and “High Blood Pressure,” there is no guarantee that within a few new patients, someone will come right in and add them back to the list.  If you allow them to remain, users can still select “HTN” on the patient medical history screen, but as soon as they leave the field, it will be set to “Hypertension.”

 

We are currently working on a similar utility for Procedures.

There is an existing utility for Providers.

Financials

Provider compensation on visit-level budget item

This is not a common thing, but it does occur.  In version 3.0 and earlier, provider compensation was limited to procedures – that is, if any third party, other than the patient, was to be paid by the site, you had to use a procedure with a cost in the budget.  This worked well, and will continue to work for a vast majority of sites, since this is how they negotiate the payment to these third parties.  But consider the case of the investigator who gets a percent of the visit.  You can only do a true percentage at the visit-level, but you can only attach a provider to a procedure.  In 3.6, you can select a provider for a visit-level item, and you will see the item in provider compensation.

Budget Category Caps for Per Study Items

On the Per Study tab of the study budget, you can set a cap for a category, and Clinasyst will display the remaining balance.  It will display as a negative number if you’ve exceeded the cap.  For example, your budget may allow up to $3000 for advertising.  As long as you spend less than $3000, you still have money available.  You can set a budget category cap for the Category “Advertising” of $3000 in cost and price, and as you spend the money, record the actual amounts in the Per Study tab.  If you create two records, one for $1800 for radio advertising and the other for $800 in newspaper advertising,  your accumulated cost/price is $2600 under the category and you have $400 left.

Default procedure pricing

In version 3.0 and earlier, procedures were priced per provider per study.  In 3.6, you can enter a default cost and price, and you only have to make provider-specific entries if they vary from the default.

Date-sensitive procedure pricing

3.6 allows procedures to be priced with an effective date.  This is helpful for sites that may have no control over costs, such as hospitals and universities.

Microsoft Outlook interface

In 3.6, you can output scheduling information to an Outlook calendar and patient information to an Outlook contacts file.  Using third-party software, you can download this information to a PDA.

Improved scheduler         

New color for confirmed appointment

Unconfirmed incomplete appointments can now be visually differentiated from confirmed incomplete appointments

Split time-bar for schedule conflicts

In 3.0 we implemented resource scheduling.  The interface for the resource scheduler is a horizontally oriented time frame with rows for individual resources, whether providers or other resources.  One limitation of this view is the row height for the resources.  When the scheduler is populated, appointments are displayed which occupy virtually the entire row.  If another appointment exists which would occupy the same row and time-frame, it cannot be displayed.  In effect, the row can only display one time-bar per time period.  In 3.6, where there is a conflict between two or more appointments, we are displaying two half-height time-bars to indicate this situation.

Alternate view of schedule

With the limitations that still exist in the row-oriented scheduler, we are implementing a multi-resource, multi-column scheduler that will be vertically oriented, like the scheduler in Outlook.  Multiple appointments for a resource and time slot will simply share the available column width.

Improved recruitment tracking

The concept behind recruitment tracking in version 3.6 is that, rather than a series of distinct, separate contacts with a potential subject, recruitment is a dialog, with a beginning, a middle, and an end.  With our recruitment effort, we want to be able at any point to know where we are in the dialog and where we have been, and, ultimately, we want to drive each dialog to some form of resolution.  This concept could be done in version 3.0 by creating one tracking record for each initial contact, changing the status of that tracking record, and keeping good notes.  In 3.6, status codes themselves indicate whether the effort is resolved, and as the user changes the status, the status history is updated.  You can look back over the history of a tracking record and see its history.  Of course, you can still keep good notes, but the status history tells much of the story itself.  Recruitment history can also be viewed on patient master.