Patent Document

REFERENCE TO RELATED CASE 
       [0001]    The present application claims the priority of provisional application Ser. No. 61/526,819 filed on Aug. 24, 2011, the content of which is hereby incorporated by reference in its entirety. 
     
    
     BACKGROUND 
       [0002]    Many settings utilize forms to collect data. For example, in a medical setting, a patient may first enter information such as a personal medical history into a form. A nurse may then enter other information such as weight, pulse, blood pressure, etc. Finally, a doctor may enter yet additional information such as a diagnosis or treatment plans. Similarly, in a legal setting, a client, a paralegal, and a lawyer may all enter information into forms that is used to resolve the client&#39;s legal matter. Of course, the medical and legal situations described above are merely given for illustration purposes only. Forms are not limited to any particular setting or to the collection of any particular information, and forms can be used in any setting to collect any type of information. 
       SUMMARY 
       [0003]    An aspect of the disclosure relates to electronic form systems. In at least certain configurations, an electronic form system includes a form definition that is utilized to generate one or more user interfaces corresponding to a form. The form definition specifies a type for each of the fields within the form. The field types may include discrete and/or abstract fields, and data may be stored locally or synchronized with a remote device. Additionally, the form definition can include any other metadata such as, but not limited to location, rendering, and formatting information. These and various other features and advantages that characterize the claimed embodiments will become apparent upon reading the following detailed description and upon reviewing the associated drawings. 
     
    
     
       BRIEF DESCRIPTION OF THE DRAWINGS 
         [0004]      FIG. 1  is a schematic diagram of a form definition. 
           [0005]      FIG. 2  is process flow diagram of a method of generating a form definition. 
           [0006]      FIG. 3  is a schematic diagram of an input device and a form server. 
           [0007]      FIGS. 4-1  to  4 - 7  are screenshots of user interfaces that can be used in an electronic forms system. 
           [0008]      FIG. 5  is a process flow diagram of a method of collecting form data. 
           [0009]      FIG. 6  is a schematic diagram of an input device and form server that include a synchronization service. 
           [0010]      FIG. 7  is a schematic diagram of a mobile device that can be used with an electronic forms system. 
       
    
    
     DETAILED DESCRIPTION 
       [0011]    Embodiments of the present disclosure include electronic forms systems. In some embodiments, an electronic forms system allows a user to have a similar experience to a clipboard and paper forms, but stores and manages all actions and data in a way that mimics paper as closely as possible. For instance, instead of a person filling out a paper form on a clipboard, a person illustratively enters information into an electronic version of the form using a computing device such as a smartphone, tablet computer, laptop computer, etc. The information entered into the electronic form may then be saved locally onto the computing device and/or saved remotely to a central database, server, or other remotely connected device. 
         [0012]    Some of the examples below are directed towards medical forms. This is done merely to illustrate some specific practical embodiments. It should be appreciated that embodiments of the present disclosure are not limited to any specific implementation and that embodiments can be used in any setting or context (e.g. legal, medical, engineering, manufacturing, business, etc.). Additionally, although some embodiments may be useful for replacing or supplementing systems that use or have used paper forms, embodiments are not so limited and may be used other systems as well. 
         [0013]      FIG. 1  is a schematic diagram of a form definition  100  that can be utilized to implement an electronic forms system. For instance, one form definition can be created and used for each form (e.g. each paper form) being replaced. Form definition  100  includes fields  102 . Each field  102  optionally includes several pieces of information such as, but not limited to a name  104 , a type  106 , a location  108 , rendering/format information  110 , a required/optional status  112 , and/or any other metadata  114 . 
         [0014]    In one embodiment, each field type  106  indicates whether the field is an abstract field or a discrete field. For an abstract field, data is entered using freehand handwriting, and the system captures data about what was written (e.g. a bitmap of the drawing in pixel format, information about strokes, etc.). In such a situation, the system does not need to know anything about an actual value of the data. Instead, the system simply captures the handwriting, and may use some kind of recognition (e.g. handwriting recognition) on the captured input. 
         [0015]    For discrete fields, each field holds a distinct value such a number, date, ID, character string, etc. In some embodiments, an input component is generated to aid a user in entering information into the field. For example,  FIGS. 4-5  and  4 - 6  show embodiments of input components that can be used to assist a user in entering information into a discrete field of a form. 
         [0016]    The field location  108  can specify a location of the field on the form. For instance, the field location  108  can specify the corners of a field using a Cartesian coordinate system (e.g. x, y coordinates). The location information may be derived from an image of a paper form such that the electronic version will resemble the paper form. 
         [0017]    The rendering/format information  110  can specify how to render or format data. For instance, a date can be displayed as 12-01-2011 or Dec. 1, 2011. The required/optional status identifies whether or not data must be entered for the field for the form to be considered valid. A patient name could be required information for example, while an email address could be optional. 
         [0018]    Other metadata  114  represents the fact that a field can include any other metadata as desired to implement a form. The metadata described above is merely given to illustrate one possible implementation. Additionally, it should be noted that a form definition can be implemented using XML. Embodiments are not however limited to any particular implementation and can use any appropriate technology. 
         [0019]      FIG. 2  illustrates one method of generating a form definition  200 . At block  202 , a form is identified, and at block  204 , a field within the form is identified. Information about the field is then determined at block  206 . For example, a field name, type, location, rendering/formatting information, required/optional status, and any other metadata can be determined. At line  208 , the process is repeated for additional fields within the form. Once all of the fields have been processed, the method may be repeated for a next form at block  210 . 
         [0020]      FIG. 3  shows one illustrative example of an operating environment  300  in which certain embodiments of electronic forms can be used. Environment  300  includes an input device  302  (e.g. a mobile device, a PDA, tablet, PC, etc.) and a form server  352 . The input device  302  and server  352  may be communicatively coupled through a network  382 . 
         [0021]    Former server  352  stores form definitions  354  and form data  356 . In one embodiment, when data is stored on the server  352 , it is stored in key/value pairs that relate to the form definition and form version. This allows the system to manage data for multiple forms and form versions. As is shown in  FIG. 3 , form definitions  354  may be stored separate from form data  356 . The form data  356  can be stored in abstract name/value pairs, which allows creation of multiple form types without major data architecture changes. 
         [0022]    A user of input device  302  identifies a form that he or she would like to use. The form definition is downloaded to a local form definition cache  304  of the input device. The user is then able to interact with the form and to utilize it to collect data. The form data may be stored in a local form data cache  306 , which may then be uploaded or synchronized to the server form data  356 . In one implementation, all data is synchronized between input device  302  and the server  352  to help enable offline form creation using the local cache of the form data  306 . Further details of synchronization options are discussed in relation to  FIG. 6 . 
         [0023]      FIGS. 4-1  to  4 - 7  show examples of user interfaces that can be used in an electronic form system. The examples are given merely for illustration purposes only, and embodiments of the present disclosure are not limited to any particular forms. For example, as previously mentioned, forms are not limited to only medical settings and can instead be used in any setting or context. 
         [0024]      FIG. 4-1  shows an example of a patient selection user interface  402 . Interface  402  has a patient section  404  that lists a number of patients. For each patient, section  404  lists a name or medical record number, a location, and a status. Interface  402  also has a new case button  406  that allows a user to enter a new patient if needed. 
         [0025]    Interface  402  may also include a facility selection component  408  and a sign in/sign out component  410 . In an embodiment, a user can use component  408  to select between multiple facilities. Once a particular facility is selected, the patients associated with that facility are shown in section  404 . Similarly, sign in/sign out component  410  enables a particular user (e.g. a particular care take) to log into the system. Once a particular user is logged in, the patients associated with that care taker may be shown in section  404 . Accordingly, the list of patients in section  404  can be selectively displayed for the appropriate facility and/or care taker. 
         [0026]      FIG. 4-2  shows an example of a forms selection user interface  412 . Interface  412  is illustratively displayed once a patient is selected using patient selection user interface  402 . Interface  412  lists forms that can be selected for the particular patient. For instance, in the example shown in the figure, the two forms that can be selected are an “IntraOp Surgical Anes.” form and an “IntraOp Anes.” form. Obviously, any number of forms can be displayed in interface  412  for selection. Once one of the forms is selected (e.g. by highlighting), it is created using the “create” button. Additionally, interface  412  may include options for choosing a facility and for cancelling the selection process. 
         [0027]      FIG. 4-3  shows an example of a form user interface  414 . Interface  414  is illustratively displayed once a form is selected using interface  412  in  FIG. 4-2 . Interface  414  includes a form section  416  that displays an image of the selected form. In an embodiment, the image is the same or at least resembles a corresponding paper form that is being replaced by the electronic form. Interface  414  may also include a patient information section  418  that lists information for the patient, and a navigation bar  420  that enables a user to navigate within the system. For example, navigation bar  420  may include options for returning to the main menu, to change the user, to void a case, and to close a case. 
         [0028]      FIG. 4-4  shows an example of a form region  422 . In an embodiment, to be able to more efficiently navigate an electronic version of a form, forms are divided into regions. When a user first opens a form (e.g. in  FIG. 4-3 ), they are shown the entire form. In the form definition, the regions are defined as abstract polygons that are then rendered in the client application. This allows a user to select a region on the form, which will be zoomed into, and then the user will be able to select an individual field for editing. The selected region can also be emphasized by using shading, blurring, or any other effect to highlight the selected region. 
         [0029]      FIG. 4-5  shows an example of an input component  426  for a discrete field. In the figure, the field “Time assuming care”  424  has been selected from the highlighted region  422  of form  414 . In an embodiment, the input component  426  is dependent on the type of field (e.g. discrete or abstract), and may also be further tailored to assist a user in entering information in the correct format. For example, in the example shown in  FIG. 4-5 , the field  424  is looking for a military time to be input in HH:MM format. Accordingly, input component  426  is configured to receive information in the correct format. 
         [0030]      FIG. 4-6  shows an example of another input component  430  for a discrete field. In the figure, the field “MDA/CRNA ID”  428  has been selected from the highlighted region  422  of form  414 . The input component  430  is again tailored to assist a user in entering information in the correct format. It should be noted that input component  426  in  FIG. 4-5  and input component  430  in  FIG. 4-6  are both for discrete field types, however the specific layouts and configurations of the input components are specific for the particular field selected. 
         [0031]      FIG. 4-7  shows an example of an input component  434  for an abstract field. In the figure, the field “Signature”  432  has been selected from the highlighted region  422  of form  414 . As can be seen in the figure, the input component  434  is configured to receive a freehand hand-written signature. Accordingly,  FIGS. 4-5  and  4 - 6  show examples of input components configured for discrete fields, and  FIG. 4-7  shows an example of an input component configured for an abstract field. 
         [0032]      FIG. 5  shows a process flow diagram of a method  500  of collecting form data. At block  502 , a form is selected. Once a form is selected, a region within the form is selected at block  504 . Then, a particular field within the region is selected at block  506 . Based on the type of field, an input component specific for the field type is displayed at block  508 . Input is received at block  510  using the input component. At blocks  512  and  514 , the data is optionally verified and is saved. The process may then be repeated at various points depending upon the needs of the user. For instance, the process can be repeated by selecting another field at line  516 , by selecting another region at line  518 , or by selecting another form at line  520 . 
         [0033]      FIG. 6  shows another illustrative example of an operating environment  600  in which certain embodiments of electronic forms can be used. Environment  600  includes an input device  602  that is communicatively coupled to a server  652  through a network  682 . 
         [0034]    Input device  602  optionally includes a form rendering and interaction module  604 , a form synchronization service  606 , and a local database or data store  608 . Data store  608  may include local form definition cache  610  and form data cache  612 . 
         [0035]    Form server  652  optionally includes a synchronization service  654 , an event gateway  656 , a forms definition database or data store  658 , and a form data database or data store  660 . 
         [0036]    In an embodiment, form data is synchronized between the input device  602  and the server  652  where the form data  660  is stored in key value pairs along with the form definition  658  and other relevant information. This information is constantly synchronized with a local database  612  on the input device  602 . Should a connection with the server  652  be lost through hardware defect, network corruption, or system downtime, the input device  602  will continue to save form changes to the local database  612 . Should the connection be restored, all local data  612  will be synchronized with the server  652  using synchronization service  606 / 654 . 
         [0037]    Additionally, when an action occurs on a form, if a network connection is present, the input device  602  will send event messages  614  in real time to an event gateway  656  of the server  652 , which it can then share with a third-party to notify of changes to the form. This allows events to be propagated, even though the form data may not have been synchronized yet. 
         [0038]    Once a user wants to perform any actions on the form such as changing its state for workflow, the server  652  at that time commit all the resources into the database and perform any additional actions that the system requires. 
         [0039]    In another embodiment, in an attempt to allow a more paper-like workflow for sharing of forms between individuals, the system allows a user to check in and check out forms for editing. All form data is stored in a temporary cache in the middle tier (e.g. form server) which is synchronized with the client application (e.g. input device) when it is connected. 
         [0040]    If a user creates a form, it is inherently checked out to them. Signifying that they have completed any edits they wish to make, they can check in the form which makes it available to other users to check out. Once a form is checked out, the client application synchronizes its local database to hold the information that is in the middle tier and confirms to the middle tier that the new user has control of the form. This is analogous to putting the paper form on someone else&#39;s clipboard. If a user loses a connection while a form is checked out, they continue to maintain control over that form until they have a connection and can check it back in. 
         [0041]      FIG. 7  is a block diagram of one example of a mobile device  702 . Certain embodiments of the present disclosure may be implemented utilizing a mobile device such as the one shown in  FIG. 7  (e.g. input devices  302  in  FIGS. 3 and 602  in  FIG. 6 ). Embodiments are not however limited to any particular type or configuration of device and may be implemented utilizing devices different than the one shown in the figure. Mobile device  702  illustratively includes a touchscreen  704 , input keys  706 , a controller/processor  708 , memory  710 , a communications module/communications interface  712 , and a housing/case  714 . 
         [0042]    Touchscreen  704  illustratively includes any type of single touch or multitouch screen (e.g. capacitive touchscreen, vision based touchscreen, etc.). Touchscreen  704  is able to detect a user&#39;s finger, stylus, etc. contacting touchscreen  704  and generates input data (e.g. x and y coordinates) based on the detected contact. Input keys  706  include buttons or other mechanical devices that a user is able to press or otherwise actuate to input data. For instance, input keys  706  may include a home button, a back button, 0-9 number keys, a QWERTY keyboard, etc. 
         [0043]    Memory  710  includes volatile, non-volatile or a combination of volatile and non-volatile memory. Memory  710  may be implemented using more than one type of memory. For example, memory  710  may include any combination of flash memory, magnetic hard drives, RAM, etc. Memory  710  stores the computer executable instructions that are used to implement the applications and/or user interfaces described above. Controller/processor  708  can be implemented using any type of controller/processor (e.g. ASIC, RISC, ARM, etc.) that can process user inputs and the stored instructions, and communications module/communications interface  714  transmits and receives information. 
         [0044]    Finally with respect to  FIG. 7 , the controller housing  714  can be any suitable housing. In one embodiment, housing  714  has a form factor such that mobile device  702  is able to fit within a user&#39;s hand. Housing  714  may however be larger (e.g. tablet sized) and is not limited to any particular form factor. 
         [0045]    Finally, it is to be understood that even though numerous characteristics and advantages of various embodiments have been set forth in the foregoing description, together with details of the structure and function of various embodiments, this detailed description is illustrative only, and changes may be made in detail, especially in matters of structure and arrangements of parts within the principles of the present disclosure to the full extent indicated by the broad general meaning of the terms in which the appended claims are expressed.

Technology Category: 3