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`PCT/US98l24986
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`functions described below. Monitoring application 200 includes a
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`plan generator 71, a plan assignor 73,
`and a report generator 74.
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`Plan generator 70 is designed to generate plan specifications 204
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`from information entered through plan specification screen 205.
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`Server 42 also includes educational programs 202 which are sent to
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`multimedia processor 196 to be displayed on display unit 198 for
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`the individual to view.
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`has
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`Fig. 22 shows a detailed block diagram of multimedia processor
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`is designed to execute assigned
`196. Multimedia processor 196
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`customized compliance plan specifications 204 which it receives
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`42.
`a
`from server
`Multimedia processor
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`98 which is connected to a memory 100.
`processing unit
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`Memory 100 is preferably a non—volatile memory,
`such as a serial
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`100
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`EEPROM.
`Memory
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`as well as the individual's'
`specifications 204
`from server 42,
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`answers 62, answers 206, and device measurements 64 to be sent
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`server 42.
`CPU 98 is preferably connected to memory 100 using a
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`standard two—wire IZC interface.
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`through
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`The
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`CPU 98 is also connected to printer interface 110, which transmits
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`information to printer
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`through printer
`jack 96,
`and device
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`interface 108, which transmits data from monitoring device 50
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`device
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`compliance
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`questionnaires, educational programs,
`the individual's answers and
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`responses,
`and coupon information to be printed on printer 54.
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`CPU 98‘ is also connected to device interface 108 which connects
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`monitoring device 50
`through device jack 94.
`‘Measurements 64
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`from monitoring device 50 are uploaded into CPU 98, where theyiare
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`then transmitted to server 42.
`CPU 98
`is further connected to
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`modem 102, which is used to connect multimedia processor 196'
`server 42
`through communication
`network 42.
`Modem 102
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`connected to telephone jack 104 through modem jack 96.
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`to
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`generator
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`also ‘connected
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`processing
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`from the CPU and displaying them on
`educational programs 202
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`display unit 198
`to be viewed and heard by
`individual.
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`Alternatively,
`the educational programs can be received using a
`tuner 212. which is also connected to CPU 98.
`Tuner 212 receives
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`208.
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`such
`signals of different frequencies from a broadcast source 214,
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`as the transmitter of a television station.
`Tuner 212 translates
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`these signals into educational programs 202 which can be viewed
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`and heard by the individual on display unit 198.
`Both video/text
`generator 208 and tuner 212 are connected to a CMOS switch 210,
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`which is also connected to CPU 98.
`CMOS switch 210 alternatively
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`connects video/text generator 208 and tuner 212 to CPU 98.
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`Finally, CPU 98 is connected to’ a control receiver 216.
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`receiver 206 is for receiving signals from a remote control 218.
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`Remote control 218 is a standard wireless signal producer which
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`can be used by the individual
`to send commands
`to CPU 98 from a
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`distance. Signals generated by remote control 218 are received by
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`control receiver 216 and sent to CPU 98 to be carried out.
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`Control
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`Referring back to Fig. 21, workstation 44 connected to server 42,
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`includes plan specification entry screen 205,
`a plan assignment
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`screen 228,
`and report screen 80.
`Plan assignment screen 228 is
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`illustrated in greater detail in Fig. 24.
`Plan assignment screen
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`228 comprises check boxes 230 for each of
`the available plans.
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`for
`Plan assignment screen 228 also comprises check boxes 232
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`selecting the individual
`to whom the plan is to be assigned.
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`After the assignment has been made,
`the ASSIGN PLAN button 236 is
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`selected to create and store for the individual selected in check
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`boxes 232
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`to the plan selected in check boxes 230.
`a respective pointer
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`Each pointer is stored in look—up table 66 of database 58.
`assignment screen 228 further includes an ADD PLAN button 234 for
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`accessing plan specification screen 205 and a DELETE PLAN button
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`238 for deleting a plan specification.
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`Plan
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`26A and 263.
`is shown in Figs.
`this embodiment
`The operation of
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`included in the
`illustrating steps
`flow chart
`Fig.
`26A is a
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`Fig. 268
`is a
`monitoring application executed by server 42.
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`In step 502,
`server
`continuation of the flow chart of Fig. 26A.
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`42 determines
`if new plan information has been entered through
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`plan specification screen 205.
`If new plan information has not
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`been entered,
`server 42 proceeds
`to step S06.
`If new script
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`information has been entered, server 42 proceeds to step 504.
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`includes
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`As
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`shown
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`plan specification screen 205
`in Fig.
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`compliance questions, monitoring devices
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`educational programs
`to be selected, evaluation criteria to be
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`set,
`and coupon types to be selected.
`Plan specification screen
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`205 further includes a prescribed connection time for multimedia
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`processor 196
`to establish a
`subsequent
`communication link to
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`server 42.
`The plan information is generally entered in server 42
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`by an administrator,
`such as a healthcare provider.
`Of course,
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`any person desiring to communicate with the individuals may also
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`42
`to server
`to create and assign plans.
`be granted access
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`Further,
`it is to be understood that
`the system may include any
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`number of workstations 44
`for entering plan generation and plan
`assignment information in server 42.
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`In step 504, plan generator 71 generates a plan specification from_
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`the information entered in plan specification screen 205.
`Plan
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`specification 204
`is stored in database 58.
`Steps 502 and 504
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`are preferably repeated to generate multiple plan specifications
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`for asthmatic
`e.g. plans
`for diabetic individuals, plans
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`individuals, etc.
`Following step 504, server 42 proceeds to step
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`506.
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`204,
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`In
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`step 506,
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`server
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`42
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`determines
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`if
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`new plan assignment
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`information has been entered through plan assignment screen 228.
`If new plan assignment information has not been entered, server 42
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`proceeds to step 510.
`If new plan assignment information has been
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`entered,
`server 42 proceeds
`to step 508.
`In step 508,
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`pointer generated on plan assignment screen 228 is stored in look-
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`up table 66 of database 58.
`Following step 508,
`server 42
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`proceeds to step 510.
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`each
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`request has been
`server 42 determines if a report
`In step 510,
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`request has been
`received from workstation 44.
`If no report
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`request has
`If a report
`received, server 42 goes to step 516.
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`been received for a selected individual, server 42 retrieves from
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`database 58 responses 62, answers 206, and device measurements 64
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`received from the individual
`in step 512.
`In step 514,
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`42 generates
`and displays
`the
`individual's
`report _on
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`the server goes to step 516.
`workstation 44.
`Following step 514,
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`server 42 determines if any multimedia processors
`In step 516,
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`to be
`196 are remotely connected to server 42.
`Each individual
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`monitored is preferably provided with his or her own multimedia
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`processor 196 which has
`the individual's unique
`identification
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`code stored therein.
`Each individual is thus uniquely associated
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`If none
`with a respective one of the multimedia processors 196
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`of the multimedia processors 196 are connected, server 42 returns
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`to step 502.
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`If multimedia processor 196 is connected, server 42 receives from
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`multimedia processor 196
`the individual's unique identification
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`in step 518.
`In step 520,
`server
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`multimedia processor
`responses
`answers
`device
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`measurements
`and plan identification code
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`196
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`receives
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`from
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`recorded during
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`code
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`The plan identification.
`execution of a previously assigned plan.
`code identifies to server 42 which plan was executed by multimedia
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`processor 196
`to record answers 62,
`responses 206,
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`measurements
`The
`answers
`responses
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`and plan identification code
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`64.
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`64,
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`measurements
`database 58.
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`62,
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`206,
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`and device
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`are
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`device
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`stored in
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`server 42 uses the individual's identification code
`In step 522,
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`from look—up
`table
`retrieve
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`Server 42
`specification 204 assigned to the individual.
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`retrieves
`from database
`assigned plan specification 204
`58.
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`Server
`transmits
`assigned plan specification. 204
`42
`to the
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`processor
`individual's multimedia
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`through
`communication
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`Following step 522, server 42 proceeds to step 524.
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`to
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`66
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`the
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`pointer
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`to
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`network 46.
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`plan
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`then
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`In steps 524 and 526, multimedia processor 196 executes commands
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`to collect device measurements
`64
`from a
`selected monitoring
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`specification 204
`device 50.
`Plan
`determines
`the
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`monitoring device 50 from which to collect device measurements 64.
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`In step 524, multimedia processor 196 prompts the individual
`to
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`connect selected monitoring device 50, for example a blood glucose
`to device jack 94.
`In step 526, multimedia processor 196
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`collects device measurements 64 from monitoring device 50 through
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`device interface 108. Device measurements 64 are stored in memory
`100.
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`selected
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`meter,
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`In step 528, multimedia processor 196 determines whether plan
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`indicates
`educational program 202
`should be
`specification 204
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`If not, multimedia processor 196
`goes
`shown on display 198.
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`has been
`directly to step 534.
`If
`educational program 202
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`In step
`specified, multimedia processor 196 goes
`to step 530.
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`530, multimedia processor 196 receives the educational program
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`tuner 212.
`The educational program is then
`via modem 102 or
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`processed and displayed on display unit 198.
`In step 532,
`the
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`remote control 218
`to respond to educational
`individual uses
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`from multimedia processor 196‘
`program 202.
`Answers 62 are sent
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`to server 42 where they are stored on database 58.
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`is step 534, where multimedia processor 196 calculates if
`Next
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`the evaluation criteria which determines
`the individual has met
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`compliance status.
`individual
`his or her
`If
`the
`is
`deemed
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`in step‘
`shows a congratulations message,
`compliant. display 198
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`‘$36.
`An example of a congratulations message is shown in Fig.
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`10. Multimedia processor 196 then directs coupon printer 54 to
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`print coupon 82 for the individual.
`An example of coupon 82 is
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`shown in Fig. 12.
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`If the individual
`is deemed uncompliant, multimedia processor 196
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`goes to step 540 and displays instructions for the individual
`to
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`to become compliant.
`Example
`instructions are
`follow in order
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`At
`this time, multimedia processor 196 goes
`shown in Fig. 11.
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`back to step 502 and repeats the sequence.
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`Another embodiment of the present invention is shown in Figs. 27 -
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`29. This system is an automated telephone monitoring system which
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`individuals
`who
`participating
`in
`are
`regularly
`calls
`the
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`in their
`compliance program.
`Compliant patients receive credit
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`The system
`own account 252 set up at a participating store 250.
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`server
`245,
`42,
`individual
`station
`a
`comprises
`an
`and
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`participating store 250.
`Individual stations 245 comprise a DTMF
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`telephone which can be connected to a monitoring device 50 by a
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`communication means 248, such as a standard cable connection.
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`server 42
`Fig. 27 shows a detailed block diagram of the system.
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`communicates with individual station 245 through a digital/tone
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`The
`purpose
`of digital/tone
`signal
`converter
`244.
`signal
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`converter 244 is to convert electronic signals generated by the
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`monitoring application 240 into recognizable sounds to be heard by
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`The electronic signals generated by monitoring
`the individual.
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`application 240 correspond to plan specification 204 generated by
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`plan generator 73.
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`Server 42 includes a database 58, which stores plan specifications
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`204,
`the individual's responses 62 to compliance questions entered
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`on plan specifications 204, device measurements 64,
`and a look—up
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`Plan specifications 204 allow the administrator
`table 66.
`to
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`design a plan for an individual.
`Thus plan specifications 204
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`provide customized compliance ‘programs for each individual.
`The
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`plan specification screen 207 for this embodiment is shown in Fig.
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`that plan specification screen 207
`of Fig.
`28
`is
`Note
`28.
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`to plan specification screen 205 of Fig. 23.
`The plan
`similar
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`the compliance question fields 118,
`the check
`name field 116,
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`boxes 124 for selecting a monitoring device 50,
`the check boxes
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`126
`for selecting evaluation criteria,
`the monitoring interval
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`the OK button 224, and the CANCEL button 226 all have
`field 134,
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`the same function as in plan specification screen 205 of Fig. 23.
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`However, plan specification screen 207 of Fig. 28 also has check
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`boxes 254 for selecting reward account 252 at participating store
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`250.
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`Referring back to Fig. 27, monitoring application 240 includes a
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`plan generator 71, a plan assignor 73, and a report generator 74.
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`three components of monitoring application 240 have the same
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`functions as their counterparts in the previous embodiments.
`
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`All
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`The operation of
`this embodiment ‘is shown in Figs. 29A and 293.
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`Fig. 29A is a flow chart illustrating steps included in monitoring
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`executed
`server
`42.
`Fig.
`293
`application 240
`a
`by
`is
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`continuation of the flow chart of Fig. 2911.
`In step 602,
`server
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`42 determines if new plan information has been entered through
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`If new plan information has not
`plan specification screen 207.
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`to step 606.
`If new script
`been entered,
`server 42 proceeds
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`information has been entered, server 42 proceeds to step 604.
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`In step 604,
`is generated from plan
`plan specification 204
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`specification screen» 207 and is stored in database 58.
`Steps 602
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`33
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`and 604 are preferably repeated to generate multiple plans, e.g.
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`plans for diabetic individuals, plans for asthmatic individuals,
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`Following step 604, server 42 proceeds to step 606.
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`etc.
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`42
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`if
`determines
`server
`In step 606,
`new plan assignment
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`information has been entered through plan assignment screen 228.
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`Plan assignment
`screen 228
`the same as
`that used in the
`is
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`previously described embodiment and shown in Fig. 24.
`If new plan
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`assignment information has not been entered, server 42 proceeds to
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`If new plan assignment
`information has been entered,
`step 610.
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`server 42 proceeds
`to step 608.
`In step 608,
`each pointer
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`generated on plan assignment screen 228 is stored in look—up table
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`Following step 608,
`server 42 proceeds
`66 of database 58.
`
`
`'step 610.
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`to
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`if a report
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`no report
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`request has been
`server 42 determines
`In step 610,
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`request has been
`If
`received from workstation 44.
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`
`
`received,
`request has
`If a report
`server 42 goes to step 616.
`
`
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`been received for a selected individual, server 42 retrieves from
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`database 58 answers 62 and device measurements 64
`last received
`
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`from the
`individual
`in step 612.
`In step 614,
`server
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`generates and displays the individual's report on workstation 44."
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`Following step 614,
`the server goes to step 616.
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`42.
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`In step 616,
`
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`server 42 determines
`
`
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`the
`
`is time to call
`if it
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`individual,
`as determined by the information entered into plan
`
`
`specification screen 207.
`If it is not time, server 42 returns to
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`If it is time to call, server 42 proceeds to step 618.
`step 602.
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`server 42 calls the individual
`through the use of
`In step 618,
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`Compliance questions and prompts
`automated call processor 242.
`
`entered into plan "assignment
`translated into
`screen 207
`are
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`recognizable sounds and sent via digital/tone signal converter 244
`
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`to individual's DTMF telephone 246.
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`the individual hears the compliance questions.
`In step 620,
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`individual responds to the compliance questions and answers 62 are
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`sent back through digital/tome signal converter 244 to automated
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`call processing 242 of server 42.
`Responses 62 are then stored
`
`
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`in database 58.
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`The
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`executes
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`commands
`
`to collect
`server 42
`In steps 622 and 624,
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`device measurements 64 from a selected monitoring.device 50.
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`Plan
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`the selected monitoring device 50
`specification 204 determines
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`from which to collect device measurements 64.
`In step 524, server
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`42 prompts
`the individual
`to connect selected monitoring device
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`for example a blood glucose meter,
`to a device jack of DTMF
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`telephone 246 Via communication link 248. Device measurements 64
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`are stored in database 58.
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`50,
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`Next
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`is step 626, where server 42 calculates if the individual
`
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`has met
`the evaluation criteria which determines his or her
`
`
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`compliance status.
`If the individual is deemed compliant,
`server
`
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`42 credits individual's account 252 in participating store 250 in
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`There are a number of ways
`in which server 42
`can
`step 630.
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`credit account 252.
`If server 42 and account 252 are connected_
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`by a communication means,
`the credit can be automatically sent
`
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`over.
`server 42
`and account 252 are not connected by a
`If
`
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`communication means, server 42 can print out a credit sheet
`to be
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`sent
`to participating store 250, where credit can be manually
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`entered into account 252.
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`to step
`is deemed uncompliant, server 42 goes
`If the individual
`to follow in
`632 and displays instructions for
`the individual
`
`
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`
`
`order to become compliant. At this time, server 42 goes back to
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`step 602 and repeats the sequence.
`
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`
`
`invention is shown in Figs. 30
`the present
`A lastembodiment of
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`and 31.
`This embodiment makes use of a memory card 258 which
`
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`
`
`provides
`communication
`between
`administrator‘ s
`means
`the
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`
`
`
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`and the individual's multimedia processor 197.
`workstation 45
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`Memory card 258 contains a magnetic strip or electronic circuit
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`which stores information.
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`
`
`administrator
`Administrator
`
`30
`Fig.
`diagram of
`a detailed block
`shows
`
`
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`
`and multimedia processor 197.
`workstation 45
`
`
`
`
`workstation 45 comprises a database 58, which includes customized
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`health management script programs 60,
`the individual's responses
`
`
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`52 to Compliance questions in customized health management script
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`programs 60,
`and device measurements 64. Monitoring application
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`68 is a controlling-software application executed by server 42 to
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`35
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`Monitoring
`functions
`perform the various
`described below.
`
`
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`
`
`a. script assignor
`application 68 includes a script generator 70,
`
`
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`72,
`and a report generator 74.
`script generator 70 is designed
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`to generate customized compliance script programs 60 from script
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`information entered through workstation 44.
`Report generator '74
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`
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`is for creating reports 80 from answers 62 and device measurements
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`64
`to be displayed on workstation 45
`for
`the administrator
`
`
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`
`
`
`view.
`
`
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`to
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`Workstation 45 also comprises a memory card reader/writer 256.
`
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`
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`to
`Memory card reader/writer 256
`is used by the administrator
`
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`
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`store customized compliance script programs 60 on memory card 258.
`
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`Memory card 258 is then given to the individual, who takes it and
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`
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`in the memory card reader/wrier 260
`of his or her
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`multimedia processor 197.
`
`
`
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`places
`
`it
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`
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`197
`
`
`
`of
`
`this
`
`embodiment
`
`is
`
`similar
`
`to
`
`Multimedia processor
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`multimedia processor 196 described above. Multimedia processor
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`197 is designed to execute assigned customized compliance script
`
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`programs 60 which it receives from workstation 45. Multimedia
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`98 which is’
`processor 197 has a computer processing unit
`(CPU)
`
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`
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`is preferably a non-
`connected to a memory 100.
`Memory 100
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`Memory 100
`stores
`volatile memory,
`such as a serial EEPROM.
`
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`
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`from workstation
`customized health management script programs 60
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`and
`responses 206,
`45, as well as the individual's answers 62,
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`
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`CPU 98 is
`device measurements 64 to be sent
`to workstation 45.
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`preferably connected to memory 100 using a standard two—wire IZC
`
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`CPU 98 is also connected to device interface 108 which
`interface.
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`50
`connects monitoring
`device
`through
`jack
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`Measurements 64 from monitoring device 50 are uploaded into CPU
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`98, where‘ they are then transmitted to workstation 45.
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`device
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`94.
`
`’
`
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`CPU 98
`
`
`
`
`
`further
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`
`
`is
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`
`
`is
`connected to a video/text generator 208.
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`Video/text generator 208
`for
`receiving and processing the
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`educational programs
`from the CPU and displaying them on display
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`unit 198. to be viewed and heard by the individual. Alternatively,
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`the edUCati01'1al programs can be received using a tuner 212, which
`
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`
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`
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`is also connected to CPU 98.
`Tuner 212
`receives
`signals of
`
`
`
`
`
`
`
`such as
`different
`frequencies
`from a broadcast source 214,
`
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`
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`
`
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`transmitter Of 3 te1eViSiOn station.
`Tuner 212 translates these
`
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`' 36
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`
`the
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`BNSDOCID: <WO _99274B3Al_l >
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`309 of 527
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`

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`W0 9907483
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`PCT/US98/24986
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`
`
`signals
`into educational programs 202 which can be viewed and
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`heard by the individual on display unit 198 .
`4 Both video/ text
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`generator 2 0 8 and tuner 2 12 are connected to a CMOS switch 210 ,
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`CMOS switch 210 alternatively
`‘which is also connected to CPU 98.
`connects video/text generator 208 and tuner 212 to CPU 98.
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`Finally, CPU 98 is connected to a control receiver 216.
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`receiver 216 is for receiving signals from a remote control 218.
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`Remote control 218 is a standard wireless signal producer which
`
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`can be used by the individual
`to command CPU 98 from a distance.
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`Signals generated by remote control 218 are received by control
`receiver 216 and sent to CPU 98 to be carried out.
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`Control
`
`Fig.
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`31 illustrates the steps carried out by customized health
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`
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`
`
`management
`60.
`Customized health management
`script programs
`
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`
`script program 60
`begins when memory card 258 which
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`customized health management script program 60 is placed in memory
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`card reader/writer 260 of multimedia processor 197.
`In step 702,
`customized health management script program 60
`first displays
`
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`compliance questions on display unit 198 for
`the individual
`to
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`
`The individual responds to the compliance questions
`View or hear.
`
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`
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`using remote control 218.
`Individual's responses 62 are sent from
`
`
`CPU 98 to workstation 45.
`
`
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`
`
`stores
`
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`In steps 704 and 706, customized health management script program
`
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`60 commands the collection of device measurements 64 from selected
`
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`monitoring device 50. Customized health management script program
`
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`
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`the selected monitoring device 50
`from which to
`60 determines
`
`
`
`
`
`
`
`
`collect device measurements 64.
`In step 704,
`customized health
`
`
`
`
`
`
`
`management script program 60 prompts
`the individual
`to connect
`
`
`
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`
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`
`
`
`for example a blood glucose meter,
`selected monitoring device 50,
`
`
`
`
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`
`
`Device
`197.
`jack 94
`of multimedia processor
`to a device
`
`
`
`measurements 64 are stored in database 58
`on workstation 45
`in
`
`
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`step 706.
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`script
`Next
`is
`customized health management
`step 708, where
`
`
`program 60 calculates if the individual has met
`the evaluation
`
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`If the
`criteria which determines his or her compliance status.
`
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`
`
`
`is
`deemed
`individual
`compliant,
`customized health management
`
`
`
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`
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`script program 60 displays a congratulatory message on display
`37
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`BNSDOCID: <WO ___9927483A I _| _>
`
`
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`
`310 of 527
`
`

`
`
`wo 99/27483
`
`
`PCT/US98/24986
`
`
`
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`
`
`
`in step 712.
`unit 198 of multimedia processor 197
`
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`
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`
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`
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`
`
`individual's
`also credits
`health management script program 60
`
`
`memory card 258 in step 714.
`The credit can be redeemed in a
`
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`number of ways.
`For example,
`a participating store can use a
`
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`
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`memory card reader/writer to read memory card 258
`and give the
`
`
`
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`
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`individual a discount on a product.
`
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`Customized
`
`
`
`If
`
`
`
`the
`
`is
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`
`
`customized health
`individual
`deemed uncompliant,
`
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`
`
`management
`and displays
`script program 60 goes
`to step 716
`to become
`instructions for
`the individual
`to follow in order
`
`
`
`
`
`
`
`
`
`
`compliant.
`In the last step 718,
`the individual's answers 62,
`
`
`
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`
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`device measurements 64, and compliance status are stored on memory
`card 258.
`
`
`
`
`
`SUMMARY, RAMIFICATIONS, AND SCOPE
`
`
`
`
`these
`Although the above description contains many specificities,
`
`
`
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`
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`
`
`
`
`the scope of
`should not
`be construed as
`limitations
`on
`the
`
`
`
`
`
`
`
`
`
`
`
`
`
`invention, but merely as illustrations of
`some of
`the presently
`
`preferred embodiments.‘
`be
`noted
`It
`should
`that
`different
`
`
`
`
`
`
`
`
`components of each of the described embodiments can be combined in
`
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`
`
`For example,
`the memory card could be use with the
`many ways.
`
`
`
`
`
`interactive telephone system.
`
`
`
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`
`
`
`
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`
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`
`
`Therefore,
`the scope of the invention should be determined not by
`
`
`
`
`
`
`
`
`
`
`the examples given but by the appended claims
`and their legal
`equivalents.
`
`
`
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`
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`
`
`awsooclo: <wO___9927a33Ax_I_>
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`311 of 527
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`

`
`WO 99/27433
`
`
`
`PCT/U598/24986
`
`
`
`CLAIMS
`
`
`
`What is claimed is:
`
`
`
`
`
`
`a)
`
`
`
`
`
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`
`
`
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`
`
`l.
`
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`lDdJ\lO'\U'I|¥>hJI\)|*4
`
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`
`
`
`
`
`
`
`
`3-‘ (7\
`
`!-‘ xl
`
`
`I-' 0
`
`I-‘ l—‘
`
`P‘ N
`
`H W
`t-4 lb
`
`)4 U1
`
`D-' 0)
`
`
`
`3-‘ KO
`
`
`
`
`
`
`
`
`
`O\U|IbUJl0>-‘U\sl>UJtQl-‘O\U|ul>LA-YIN)!-4
`
`BNSDOCID: <WD_9927483Al_|_>
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
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`The system of claim 1, wherein said memory means further
`
`
`
`
`
`stores compliance instructions and said system further
`
`
`
`
`
`
`
`
`
`comprises user interface means connected to said memory
`
`
`
`
`
`
`means for communicating said compliance instructions to
`said individual.
`
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`
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`The system of claim 2, wherein said compliance
`
`
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`
`
`
`
`
`instructions include a description of at least one’
`
`
`
`
`
`
`
`action said individual must perform to satisfy said
`evaluatio

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