Enhanced Program Enrollment



Clickable pdf of new (enhanced) O3 Program Enrollment designs:



Care Programs Landing page:

  • All programs patient has ever been enrolled in is displayed

  • For a patient program, workflow and state are shown for all active states

  •  For a patient program any outcome is displayed

  • default sorting by reverse chronological order of date enrolled

  • data can be sorted by column headers

Expanded Programs

  • Within the patient program row, there is a structured list for each workflow

  • Within each workflow, all of the historical states the patient has been in are displayed, in reverse chronological order by start date

Record Program Enrollment

  • Basic program enrollment fields should be captured (program, dates, location)

  • For any workflows set up within the program, options are given to enroll patient into

  • User should be able to record a date completed (e.g. for retrospective entry)

  • If a date completed is entered, outcome should be required (if configured)

  • We should prevent overlapping enrollments of the same program?

  • Question: Can we/should we limit the programs a patient is eligible to be enrolled in?

Edit Program Enrollment

  • Dates/Location can be edited

  • If a date completed is added, outcome (if configured) should be prompted for and required

  • We should prevent overlapping enrollments of the same program?

Delete patient program

  • User should be prompted to confirm a delete (or cancel)

Close Program

  • Date completed is required when closing program

  • If configured, outcome should be prompted for and required

Add State

  • State to transition to and date should be entered

  • if the patient is in a current state, they should be able to choose "no state" to transition to

  • Dates should be validated for:

    • overlapping states

    • need to be within program enrolled/completed dates 

Edit State

  • User can edit the state and date

  • data validations as "Add State" above

Delete state

  • User should be prompted to confirm a delete (or cancel)