Patent Issued for System and method for achieving goals (USPTO 11809431): Data Health Partners Inc.

2023 NOV 23 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News -- According to news reporting originating from Alexandria, Virginia, by NewsRx journalists, a patent by the inventors Arena, Paul (Malibu, CA, US), Bradley, Nathaniel T. (Tucson, AZ, US), Gaynor, James (Winchester, VA, US), Marshall, Lisa A. (Richmond, VA, US), Paugh, Joshua S. (Tucson, AZ, US), filed on December 9, 2021, was published online on November 7, 2023.

The assignee for this patent, patent number 11809431, is Data Health Partners Inc. (Beverly Hills, California, United States).

Reporters obtained the following quote from the background information supplied by the inventors: “The ability of organizations, hospitals, schools, businesses, individuals, and others to meet goals is, and always will be, a significant challenge. In particular, it is important to recognize and treat problems and issues that prevent goals and other objectives from being achieved. For example, organizations and institutions that help individuals with disabilities and significant emotional or behavioral challenges have improved their processes in recent years. In particular, more individuals with physical disabilities, autism, chemical imbalances, mental disorders, behavioral problems, drug addictions, and other conditions are being served each year. Improved assessment, medications, training, treatment processes, and education, have provided solutions for addressing the concerns of individuals with special needs.

“However, electronic systems, equipment, software, and processes for tracking, treating, and recording results, such as for individuals with special needs, have not improved as significantly. For example, some organizations still use paper documents and charts to track individuals’ information or a single computing system available from only one location to enter and review data. As a result, viewing, updating, managing, and sharing, relevant information may be more difficult than it should be.”

In addition to obtaining background information on this patent, NewsRx editors also obtained the inventors’ summary information for this patent: “Illustrative embodiments describe a system, method, server, and computer readable medium for tracking progression toward one or more goals. Input is received establishing one or more clients. The one or more client(s) are individual(s) receiving treatment or assistance. The data associated with the one or more clients are stored in a server available through one or more networks. Each of the one or more clients are assigned to one or more providers in response to selections from an administrator. The one or more providers include at least individuals available to treat or assist each of the one or more clients and one or more biometric devices associated with the clients. Goals are set for each of the one or more clients. Data associated with each of the one or more clients is compiled as received from the one or more providers in the server. A determination is made where the goals are being met in response to the thresholds for the compiled data. Alerts are automatically communicated in response to the compiled data varying from a threshold to become significant for one of the one or more clients.

“Another embodiment provides a system, method, server, and computer readable medium for tracking goal progression. Input establishing accounts for providers serving a client is received. The client is an individual receiving treatment or assistance. The accounts are stored in a server available through one or more networks. The client is assigned to one or more of the providers in response to selections from an administrator. Goals and a plan of action are set for the client in response to treatments and assistance required. Data associated with the client received from the providers is compiled. A determination is made whether thresholds associated with the goals are being met based on the compiled data. The illustrative embodiments also provide a computer or server including a processor and memory for performing the process herein described and a computer readable medium including a non-transitory memory for tracking outcome specific data.

“Another illustrative embodiment provides a system, method, server, and computer readable medium for tracking goal progression. Input establishing accounts for providers serving clients is received. Each of the clients is assigned to one or more of the providers in response to selections from an administrator. Goals are established for each of the clients in response to treatments and assistance required. Data associated with each of the clients received from the providers is compiled. A determination is made whether the goals are being met in response to rules based on the compiled data. Alerts are automatically communicated in response to the compiled data varying from a threshold to become significant for one or more of the clients. The illustrative embodiments also provide a computer, server, or controller including a processor and memory for performing the processes herein described and a computer readable medium including a non-transitory memory for tracking outcome specific data. The illustrative embodiments also provide a computer or server including a processor and memory for performing the process herein described and a computer readable medium including a non-transitory memory for tracking outcome specific data.

“Another illustrative embodiment provides a system, method, server, controller, and computer readable medium for tracking outcome specific data. Input establishing accounts for providers serving clients is received. The accounts are stored in a server. Each of the clients is assigned to one or more of the providers in response to selections from an administrator. Data associated with each of the clients received from the providers is compiled utilizing computing or communications devices in communication with the server. The compiled data is presented visually, in graph form, in response to a user request. The illustrative embodiments also provide a computer or server including a processor and memory for performing the process herein described and a computer readable medium including a non-transitory memory for tracking outcome specific data.

“Another embodiment provides a system for tracking goal achievement of individuals. The system may include computing and communications devices in communication with a server through one or more networks. The server may be configured to receive input establishing accounts for a plurality of providers serving the individuals, assign each of the individuals to one or more of the providers in response to selections from an administrator, compile data associated with each of the individuals received from the providers utilizing the computing or communications devices in communication with the server, and present the compiled data visually in graph form in response to a user request. The system may also include a database in communication with the server configured to store the accounts, permissions, settings, and data.”

The claims supplied by the inventors are:

“1. A method for tracking progression toward goals, the method comprising: receiving input establishing one or more clients, wherein the one or more clients are individuals receiving treatment or assistance; assigning the one or more clients to one or more providers, wherein the one or more providers include at least one or more individuals available to treat or assist the one or more clients; creating a baseline associated with the one or more clients; setting one or more goals for each of the one or more clients; compiling data associated with the one or more clients over time, wherein the data includes at least one of weight data and provider data; storing the compiled data associated with the one or more clients in a server available through one or more networks; determining, for each goal of the one or more goals, a series of thresholds that represents progress towards the goal; determining whether progress towards each goals is being achieved by comparing the series of thresholds that represents progress towards the goal against the compiled data and the baseline for the compiled data; and automatically communicating alerts in response to the compiled data varying from one or more of the series of thresholds to become significant for one of the one or more clients.

“2. The method of claim 1, wherein the baseline is established utilizing at least one of weight data, provider data, and client data.

“3. The method of claim 1, wherein the input is utilized to establish accounts associated with the one or more clients.

“4. The method of claim 1, further comprising: intervening with one of the one or more clients in response to the alerts.

“5. The method of claim 1, wherein the server is accessed through a cloud network, and wherein a client management program is executed by communications devices utilized by the one or more providers to receive the data and track progress of the goals.

“6. The method of claim 1, further comprising: performing an assessment of the one or more clients to determine the baseline associated with the one or more clients.

“7. The method of claim 1, wherein each goal is associated with a plan of action for achieving the goal.

“8. The method of claim 1, further comprising: recommending the one or more goals to the one or more clients and the one or more providers in response to receiving the input.

“9. The method of claim 1, further comprising: modifying the one or more goals in response to the compiled data.

“10. The method of claim 8, wherein modifications are determined to be required if the one of the one or more clients are unable to achieve the one or more goals associated with the one or more clients.

“11. A system for tracking progression toward goals, the system comprising: a server communicates with communications devices through a transceiver utilizing one or more networks, the server includes a processor that executes a client management program to: receive input establishing an account associated with a client stored in the server, wherein the client is an individual receiving treatment or assistance; assign the client to one or more providers, wherein the one or more providers include at least one or more individuals available to treat or assist the client; create a baseline associated with the client based on data from at least the client and the one or more providers; set one or more goals for the client; compile data associated with the client received from the one or more providers or sensors over time, wherein the data includes at least one of weight data and provider data; store the compiled data associated with the client in the server; determine a series of thresholds representing progress towards each goal of the one or more goals; determine whether progress towards each goal is being achieved by comparing the series of thresholds against the compiled data and the baseline for the compiled data; and automatically communicate alerts in response to the compiled data varying from one or more of the series of thresholds to become significant for the client; and a database in communication with the server configured to store at least the data, the one or more goals, and the series of thresholds associated with the client and the one or more providers.

“12. The system according to claim 11, wherein the baseline further performs an assessment of the clients to determine the baseline associated with the client.

“13. The system according to claim 11, wherein the alerts indicate that the one or more providers are to intervene with the client.

“14. The system according to claim 11, wherein the one or more goals are associated with a plan of action for achieving the one or more goals.

“15. The system according to claim 11, wherein the one or more goals are established by the client and the one or more providers.

“16. The system according to claim 11, wherein the client management program is further executed to: recommend one of the one or more goals to the client and the one or more providers in response to receiving the input.

“17. A server comprising: a processor for executing a set of instructions; and a memory for storing the set of instructions, wherein the set of instructions are executed by the processor to: receive input establishing clients receiving assistance, wherein the clients are individuals receiving treatment or assistance; assign the clients to one or more providers in response to selections from an administrator, wherein the one or more providers include at least one or more individuals available to treat or assist the clients; create a baseline associated with the clients; set one or more goals for the clients; compile data in the memory, the compiled data is associated with the clients received from the one or more providers or sensors over time, wherein the data includes at least one of weight data and provider data; determine, for each goal of the one or more goals, a series of thresholds that represent progress towards the goal; determining whether progress towards each goal is being achieved by comparing the series of thresholds that represents progress towards the goal against the compiled data and the baseline for the compiled data; and automatically communicate alerts in response to the compiled data varying from one or more of the series of thresholds to become significant for one of the one or more clients.

“18. The server according to claim 17, wherein the set of instructions are further executed to: physically intervene with the one or more of the clients in response to the alerts, wherein the physical intervention is performed by the one or more providers.

“19. The server according to claim 17, wherein the one or more goals is associated with a plan of action for achieving the one or more goals, and wherein the one or more goals are established by the client and the one or more providers utilizing the baseline.

“20. The server according to claim 17, wherein the set of instructions are further executed to: recommend the one or more goals to the clients and the one or more providers in response to receiving the input.”

For more information, see this patent: Arena, Paul. System and method for achieving goals. U.S. Patent Number 11809431, filed December 9, 2021, and published online on November 7, 2023. Patent URL (for desktop use only): https://ppubs.uspto.gov/pubwebapp/external.html?q=(11809431)&db=USPAT&type=ids

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