Remote monitoring and dynamic document management systems and methods
Inventors
Assignees
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Publication Number
US-10319479-B2
Publication Date
2019-06-11
Expiration Date
Abstract
Systems, methods, and computer-readable media are disclosed for remote monitoring and dynamic document management. Example methods may include receiving a first document from a device driver associated with a hardware device, identifying a clinical trial identifier associated with the first document based at least in part on metadata associated with the first document, and determining a first document type of the first document by analyzing contents of the first document. Methods may include managing user permission to access the first document. Methods may further include identifying a folder associated with the clinical trial identifier at which to store the first document based at least in part on the first document type, and assigning a first document state to the first document based at least in part on the first document type of the first document.
Core Innovation
The invention provides a computer-implemented remote monitoring and dynamic document management system for clinical trials using an eBinder server. The system receives documents and identifies a clinical trial identifier associated with each document based at least in part on metadata, determines a document type by analyzing contents of the document, and assigns a first document state based at least in part on the metadata and the document type.
The system determines a first task for completion based at least in part on the first document state and the first document type, assigns the first task to a first user account while preventing the user account from accessing the first document before assignment, and adds the first task to a task queue associated with the clinical trial identifier. When the first task is in a completed state, the system assigns a second document state to the first document and determines a second task for completion based at least in part on the second document state.
The system determines an execution notification indicating that the first document has been executed and, after determining that the first document is in the second document state, sends a finalized notification to a second user account indicating the first document is available for review. In related workflows, the system manages document handling based on states such as unassigned, queued, signature requested, finalized, archived, destroyed, and approved, and coordinates task lifecycle and access control with task status identifiers controlling when documents can be accessed.
In further described implementations, documents are received from device drivers and connectors including virtual printers and e-fax/email, where the clinical trial identifier can be identified based at least in part on metadata such as fax telephone-number, user accounts, or email address. The system detects document types from content, connector, or metadata, automatically assigns and creates folders associated with the clinical trial identifier, and extracts and organizes document content with tag-based organization including access permission rules and document category indication, including search/export.
Claims Coverage
The independent claim set comprises three independent claims covering document ingestion, clinical trial identifier identification, document type and state assignment, task queueing with access control, execution and finalized notifications, plus email and device-driver-based workflows.
Clinical trial identifier, document type, and state driven task workflow with controlled access
receiving a first document; identifying a clinical trial identifier associated with the first document based at least in part on metadata; determining a first document type by analyzing contents; assigning a first document state based at least in part on the metadata and the first document type; determining a first task based at least in part on the first document state and the first document type; assigning the first task to a first user account with the user account prevented from accessing the first document before assignment; adding the first task to a task queue associated with the clinical trial identifier; determining completion of the first task; assigning a second document state; determining a second task based at least in part on the second document state; determining an execution notification indicating the first document has been executed; and after determining the first document is in the second document state, sending a finalized notification to a second user account indicating availability for review.
Email ingestion with permission management, trial folder storage, forwarding, and state-based notifications
receiving a first email from a first user account comprising text and an attached file; managing user permission to access the first email; identifying a clinical trial identifier associated with the first email based at least in part on the first user account, the text, or the attached file; storing a copy of the first email in a folder associated with the clinical trial identifier; identifying a second user account indicative of an intended recipient; identifying an email address associated with the second user account; forwarding the first email to the email address; determining a document state associated with the attached file; generating a task based at least in part on the document state; determining an execution notification indicating the attached file has been executed; and sending a finalized notification to a second user account indicating the first document is available for review.
System configured for device-driver document ingestion, state transitions, task queueing, and finalized review notification
receiving a first document from a device driver associated with a hardware device; identifying a clinical trial identifier associated with the first document based at least in part on metadata; determining a first document type by analyzing contents; assigning a first document state based at least in part on the metadata and the first document type; determining a first task based at least in part on the first document state and the first document type; assigning the first task to a first user account prevented from accessing the first document before assignment; adding the first task to a task queue associated with the clinical trial identifier; determining the first task is in a completed state; assigning a second document state to the first document; determining a second task based at least in part on the second document state; determining an execution notification indicating the first document has been executed; and after determining the first document is in the second document state, sending a finalized notification to a second user account indicating the first document is available for review.
Across the independent claims, the shared inventive structure is identifying a clinical trial identifier and a document type, assigning document states that drive task determination and task queueing, restricting document access until task assignment, and sending execution and finalized notifications when the document reaches a state in which it is available for review. The email claim adds permission management, forwarding to intended recipients, and storing received emails in trial-associated folders.
Stated Advantages
Documents become available for review for a second user account based on document state after execution.
User account access to a document is prevented before task assignment, and access is associated with task lifecycle and state.
Execution is reflected by an execution notification and followed by a finalized notification indicating review availability.
Email-based document handling includes permission management and forwarding to intended recipients while associating messages with a clinical trial folder.
Documented Applications
Remote monitoring and dynamic document management for clinical trials using an eBinder server, including coordinating documents, tasks, and notifications among coordinator, monitor, and principal investigator roles.
Handling documents received from connectors such as virtual printers and e-fax/email for clinical trial monitoring and document organization.
Managing document state transitions, including signature requested, finalized, archived, destroyed, and approved, with corresponding task lifecycle and access control for clinical trial documents.
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