Interface Improvements - Patient Dashboard

OpenEMR Development
1

The patient dashboard has become much too cluttered with 20 sections!

It combines information that does not go together, i.e clinical info (used mostly by medical provider) and demographic/billing info (used mostly by office staff) .

What do people think about breaking these two apart, into 2 tabs: “Clinical” and “Demographic”.

Current tabs:
Dashboard, History, Report, Documents, Transactions, Issues, Ledger, External Data

Proposed Tabs
(remove Dashboard and replace with Clinical & Demographic):
Clinical, Demographic, History, Report, Documents, Transactions, Issues, Ledger, External Data

Clinical would contain:
Vitals
Allergies
Medical Problems
Medications
Prescriptions
Labs
Care Team
Clinical Reminders
Messages
Patient Reminders
Clinical Reminders
Immunizations

Demographic would contain:
Demographics
Billing
Insurance
Appointments
Recall
Patient Portal / API Access
Disclosures
Amendments

Any feedback and further suggestions to improve these sections would be appreciated. I will try to start working on this soon (unless there are objections) !

2

Messages are not necessarily used mostly by clinical staff.

3

My first take is a good idea. Instead of a new tab to wrapper existing I’d approach from the POV of section by context and was something @robert.down and I talked about few years back.
This would mean a context manager and part of setup to allow user to decide what is Clinical or Demo…
So user would assign context to sections and enable or disable. Something like this I could get behind but at any rate, I appreciated you taking on new improvements as I know how committed you are the the project. thanks

4

This could dovetail into a badly needed task manager.

1 Like
5

Messages is a tricky one.

It probably should be in both the demographic and clinical tab.

Plus, there should be a tab for messages since it opens a new webpage when you click on “Click here to view them all”. That way someone can get to messages without going through the dashboard.

I am also thinking maybe the “Demographic” tab should be named “Billing” instead. Thoughts?

6

Context Manager / Ability to customize screens for"Clinical" and “Demographic/Billing” tabs sounds interesting.

I might need a bit of help and direction to accomplish that one.

7

My ai is trained to understand our card system and I’d bet could come up with a solution that would only require a little integration knowledge.
You want?

8

Jerry, certainly I would want. Any assistance and feedback in anyway is always greatly appreciated by me.

9

Read the comment.md for explanation of scripts. I think Claude over did it as always but the code is viable from my quick glance and give precise examples. I believe everything you’d need is there.

section_context_manager.zip (16.5 KB)

10

Huge amount of work.

It will take me from a 2 hour project to a 20 hour one.

But, it looks like I will learn a lot from the AI example, making better quality code, and adding better customization (which I am a big fan of).

11

Perhaps “Account” instead of “Billing”, so as not to have a tab and a particular section on a tab named the same.

12

I’ll try to be on call tomorrow if you want to discuss @psoas
@snailwell The Billing widget is meant and designed to be in users face.
We have a ledger that explains Account better where Billing is just that basically an invoice.
For legacy I’d think it be an issue and my guess, it’d be tough to get by @stephenwaite
On this I’ll go with the flow.