Remote monitoring and dynamic document management systems and methods

Inventors

Jones, Ryan • Garcia, Andres

Assignees

Florence Healthcare Inc • Florence Healthcare Inc

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Publication Number

US-11495361-B2

Patent

Publication Date

2022-11-08

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

A computer system determines a first document and determines a clinical trial identifier associated with the first document. The system also determines a first task identifier for a first task to be completed in association with the first document, wherein the first task is execution of the first document. The system generates a task completion request and automatically generates a signature page configured to be electronically signed using an electronic device.

The system determines that the first document has been electronically signed and generates a completed task record. The system stores, at a database, the first document in a set of documents associated with the clinical trial identifier and receives an indication from a mobile device indicating that the first document has been electronically signed.

The described remote monitoring approach dynamically manages clinical-trial documents via an eBinder server that identifies a clinical trial identifier using document metadata or attributes and determines a document type by content and/or connector metadata. Documents are mapped into clinical trial folders and assigned document states including unassigned/in queue, signature requested, finalized, archived, destroyed, and approved. Permission-based access is enforced for the document set, and the system provides message and audit tracking, task management with task status, and document extraction using OCR with validation.

Claims Coverage

The patent includes two independent claims, a method claim and a system claim. Across these independent claims, the inventive features primarily cover electronic-signature-driven task generation and completion recording tied to a clinical trial identifier, together with duplicate document detection and automatic deletion of the duplicate electronic version from the database.

Clinical trial identifier associated with a document

Determining a clinical trial identifier associated with the first document.

Task identifier linked to document execution

Determining a first task identifier for a first task to be completed in association with the first document, wherein the first task is execution of the first document.

Task completion request and electronically generated signature page

Generating a task completion request and automatically generating a signature page configured to be electronically signed using an electronic device.

Electronic-signature detection and completed task record generation

Determining that the first document has been electronically signed, generating a completed task record, and receiving an indication from a mobile device indicating that the first document has been electronically signed.

Database storage and duplicate deletion

Storing, at a database, the first document in a set of documents associated with the clinical trial identifier; determining a second document; determining that the second document is a duplicate of the first document; and discarding the second document by automatically causing an electronic version of the second document to be deleted from the database.

Both independent claims define a computer-implemented workflow and corresponding system for associating documents with a clinical trial identifier, creating and completing execution tasks driven by electronic signature detection, generating and storing completed task records, and automatically detecting duplicate documents and deleting the duplicate electronic versions from the database.

Stated Advantages

Documented Applications

No documented applications found

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