“System And Method For Achieving Goals” in Patent Application Approval Process (USPTO 20240078238): Data Health Partners Inc.

2024 MAR 26 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News -- A patent application 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 November 6, 2023, was made available online on March 7, 2024, according to news reporting originating from Washington, D.C., by NewsRx correspondents.

This patent application is assigned to Data Health Partners Inc. (Beverly Hills, California, United States).

The following quote was obtained by the news editors 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 the background information obtained for this patent application, NewsRx journalists also obtained the inventors’ summary information for this patent application: “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 an account. A baseline associated with each of the one or more clients is created. Goals are set for each of the one or more clients. Data is automatically captured utilizing one or more monitoring devices associated with each of the one or more clients. Data associated with each of the one or more clients is compiled in a server available through one or more networks. 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 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. Goals and a plan of action are set for the client in response to treatments and assistance required. Data associated with the client received one or more monitoring devices associated with the client. 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.

“In other embodiments, the server may be accessed through a cloud network. A client management program may be executed by computing devices or communications devices utilized to receive the data and track progress of the goals. An intervention may be performed with the one or more clients in response to the alerts. The intervention may be performed. Each of the goals may be associated with a plan of action for achieving each of the goals. A baseline of goals and/or data of the clients may be established. The goals may be established by the clients. A determination may be made whether modifications to the goals are required in response to the compiled data. The goals may be modified in response to the compiled data indicating the goals are not achievable.

“In some embodiments, the server is accessed through a cloud network, and wherein an application executed by the computing or communications devices is utilized to receive user input.

“In some embodiments, the method further comprises: establishing goals for the clients, wherein the data indicates a status of the goals.

“In some embodiments, the method further comprises data mining the data to determine best practices.

“In some embodiments, the method further comprises recommending the best practices in response to the best practices being associated with a client assigned to the account.

“In some embodiments, the data includes at least intervention plans, goals and objectives, recorded activities, and general notes.

“In some embodiments, the method further comprises: communicating an alert in response to the data for each of the clients reaching a threshold associated with the alert.

“In some embodiments, the method further comprises receiving the data through a number of collection methods including task analysis, intensive trial teaching, interval recording, time recording, frequency, percentage data, and a reinforcement recorder.

“In some embodiments, the method further comprises tracking a time and occurrence number of client actions in response to input from the one or more monitoring devices or the clients, and indicating a status of goals for the clients in response to the data.

“In some embodiments, the method further comprises reporting outcomes in response to data compared against a minimum growth line.

“In some embodiments, the data includes at least intervention plans, goals and objectives, recorded activities, and general notes.

“In some embodiments, the set of instructions are further executed to recommend best practices for utilization with the clients.

“In some embodiments, the set of instructions are further executed to receive the data through a number of collection methods includes task analysis, intensive trial teaching, interval recording, time recording, frequency, percentage data, and a reinforcement recorder.

“In some embodiments, the controller is accessible by a number of mobile devices, a number of computing devices, and a web interface.”

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 each of the one or more clients to an account; create a baseline associated with each of the one or more clients; establishing goals for each of the one or more clients; automatically capturing data utilizing one or more monitoring devices associated with each of the one or more clients; compiling data associated with each of the one or more clients from one or monitoring devices; storing the compiled data associated with each of the one or more clients in a server available through one or more networks; determining whether the goals are being met in response to thresholds for the compiled data; and automatically communicating alerts in response to the compiled data varying from a threshold to become significant for one of the one or more clients.

“2. The method of claim 1, wherein the baseline is established utilizing data from 1) one of the one or more clients and 2) one or more monitoring devices.

“3. The method of claim 1, wherein the input is utilized to automatically establish accounts associated with each of 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 being automatically communicated.

“5. The method of claim 1, wherein the server is accessed through a cloud network, wherein the one or more monitoring devices includes biometric devices, and wherein a client management program is executed by communications devices utilized by the one or more clients 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 each of the one or more clients.

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

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

“9. The method of claim 1, further comprising: modifying the goals in response to the compiled data varying from the baseline to become significant.

“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 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 an account; create a baseline associated with the client based on data from at least the client and one or more monitoring devices; set goals for the client; compile data associated with the client received from the client and the one or more monitoring devices; store the compiled data associated with the client in the server; determine whether the goals are being met in response to thresholds for the compiled data; and automatically communicate alerts in response to the compiled data varying from a threshold to become significant for the client; and a database in communication with the server configured to store at least the data, goals, and thresholds associated with the client.

“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 an intervention with the client is required.

“14. The system according to claim 11, wherein each of the goals is associated with a plan of action for achieving each of the goals.

“15. The system according to claim 11, wherein the goals are established by the client.

“16. The system according to claim 11, wherein the client management program is further executed to: recommend goals to the client 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 each of the clients to an account for treating or assisting each of the clients; create a baseline associated with each of the clients; set one or more goals for each of the clients; compile data in the memory, the compiled data is associated with each of the clients received from one or more monitoring devices; determine whether the one or more goals are being met in response to thresholds for the compiled data; and automatically communicate alerts in response to the compiled data varying from a threshold to become significant for one or more of the 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.

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

“20. The server according to claim 17, wherein the one or more goals are not met if the compiled data varies from the baseline to become significant.”

URL and more information on this patent application, see: Arena, Paul; Bradley, Nathaniel T.; Gaynor, James; Marshall, Lisa A.; Paugh, Joshua S. System And Method For Achieving Goals. U.S. Patent Application Number 20240078238, filed November 6, 2023 and posted March 7, 2024. Patent URL (for desktop use only): https://ppubs.uspto.gov/pubwebapp/external.html?q=(20240078238)&db=US-PGPUB&type=ids

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