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    • 2. 发明申请
    • System and method that provide office management functionalities
    • 提供办公室管理功能的系统和方法
    • US20060271399A1
    • 2006-11-30
    • US11141489
    • 2005-05-31
    • James RobsonJason EppersonJoseph AckerMichael BrooksMichael SwyersPrakash Parikh
    • James RobsonJason EppersonJoseph AckerMichael BrooksMichael SwyersPrakash Parikh
    • G06Q10/00G05B19/418
    • G06Q10/109G06Q10/0637G06Q50/22
    • A computer-based system and method for supporting office/practice management offers enhanced patient/client/customer registration functionalities that facilitate efficient and reliable intake and maintenance of patient/client/customer relationships. The system/method includes a patient preference functionality that facilitates appointment scheduling and a “patient flag” functionality that supports extensibility (e.g., linking to an associated document, record or other electronically accessible resource). The system also provides enhanced appointment scheduling functionalities that facilitate efficient and reliable identification of service provider availability (together with any required supporting equipment and/or personnel), including an “appointment candidate generator”, a “floating” or “overlaid” provider pane, an “appointment capsule” that facilitates appointment scheduling/rescheduling, a “time block freeze” that allows multiple users to interact with records in the central database without creating inconsistencies and/or anomalies, a “clear day” functionality that facilitates global changes to a service provider's calendar for a given day (or series of days), and a design that supports “drag-and-drop” of files/data across multiple data files/records. The disclosed system/method also supports billing functionalities that facilitate efficient and reliable generation of billing records (e.g., claims and/or statements) and reconciliation of payments received with respect to such billing records.
    • 用于支持办公室/实践管理的基于计算机的系统和方法提供增强的患者/客户/客户注册功能,其促进患者/客户/客户关系的有效和可靠的摄入和维护。 该系统/方法包括便于约会调度的患者偏好功能和支持可扩展性(例如,链接到相关联的文档,记录或其他电子可访问的资源)的“患者标志”功能。 该系统还提供增强的约会调度功能,便于有效和可靠地识别服务提供商的可用性(连同任何所需的辅助设备和/或人员),包括“约会候选者生成器”,“浮动”或“重叠”提供者窗格, 促进约会调度/重新安排的“预约胶囊”,允许多个用户与中央数据库中的记录交互的“时间块冻结”,而不产生不一致性和/或异常,促进全局变化的“清晰的一天”功能 服务提供商的日历(或一系列天),以及支持跨多个数据文件/记录“拖放”文件/数据的设计。 所公开的系统/方法还支持计费功能,其有助于有效和可靠地生成计费记录(例如,权利要求和/或陈述)以及对这种计费记录接收到的支付的调节。