End-to-end business process management automation via a cloud-based application for facilitated task management, performance visibility, and reporting at care homes across the UK.
Our customer is a UK-based agency specializing in clinical and residential care, operating several care homes and providing mental health rehabilitative services.
The customer had an idea of building a healthcare business process management (BPM) system for care organizations, consisting of several subsystems. The BPM system would allow managing and analyzing medication intake as well as collecting statistics on treatment dynamics per patient. The accumulated information would then be used for selecting and recommending a suitable treatment for a particular patient, thus facilitating care providers’ data-driven decision-making.
The agency turned to Itransition for healthcare software development services. They were looking to develop an MVP of the BPM system first, which would enable resource planning, employee management, and end-to-end visibility into care home tasks and performance. With time, more sub-systems would be connected to this functional core.
Initially planned to be introduced within the agency’s own care homes, the solution was to be developed with a view to distributing it as a marketable product for other care organizations in the future.
Within 14 months, Itransition’s business process management consultants developed a healthcare-specific web application allowing the staff at care homes to effectively manage their tasks and performance, including monitoring, tracking, analyzing, and reporting. Itransition’s team also developed an API so that other parts of this in-progress ecosystem could interact with the solution, for example by triggering task creation or required actions.
The main use cases of the application include:
In such a way, all the actions that are determined by law and are obligatory for implementation are already predefined in the solution. Due to this, while opening such a care facility, one does not need to be well acquainted with or examine laws, as the solution will prompt necessary actions in this or that case automatically.
Tasks are the core element of the system that enables resource planning. Tasks differ by importance, duration, as well as a recurrence of interventions and required allocations (department, employee, rank, and specialization). The solution comes with a broad set of predefined tasks.
There are two types of tasks in the BPM system:
The system supports an unlimited number of automatic tasks with the possibility for automated assignee selection. Auto-tasks are preconfigured in the admin panel and are activated when triggered inside the system or by an external system via the API. Tasks can be allocated to many employees, with one primary employee in charge. Employees and admins of a corresponding permission level can manage both business tasks and personal tasks created manually for private use.
All clinical tasks are automatically assigned to a nurse on duty, who then distributes tasks among other employees. Non-clinical tasks are automatically assigned to the employees matching the criteria specified in the system, e.g. the minimum permission level depending on the task's urgency and difficulty, and the specialization in case the task requires special skills. When assigning an employee to a more critical task, the system takes into account their current load and performance level.
The solution allows for managing one-time tasks, which do not assume any recurrent actions and have an end date, and recurring tasks for the same repeatable activity with a given frequency. The system also highlights the tasks on the list if there is special information to be taken into account, e.g., when tasks can’t be completed by a single person.
Each task requires evidence and clearly states what type of evidence should be provided by a responsible employee to complete it. There can be several types of evidence, e.g. a text note, Yes/No mark, numbers, or a file attachment. When creating tasks, evidence can be marked as requiring a mandatory review. After evidence submission, each task is forwarded to the supervisor, who can either reject evidence and recreate the task or confirm it and close the task.
Evidence can also act as a trigger for further needed actions. For example, in case of providing the No answer as evidence in the task of checking if a refrigerator functions, the system triggers the new task for calling a repair service.
Task deadlines can be set as a certain time, a period of time or, if not specified, the middle of a shift. In case of deviation from the standard progress of tasks, the system issues notifications to responsible employees.
The frequency and recipient settings depend on the task priority, with each priority level having its own notification table. For example, if overdue, a critical task would get escalated to the most senior management level. Notification tables, including escalation levels, can be modified by admins only, although each employee can create additional notifications for particular tasks using a task modification form and specifying the date and person to notify.
The solution stores the task history as an archive with the possibility to filter data. Any data deletion moves the record to the archive and keeps it for audit and reporting purposes.
To set up and start using the system, a medical organization just needs to import CSV lists of its employees, user roles, departments and patients as the system already predefines most of the necessary tasks. Admins then can create and manage employee and patient records as well as user roles.
Access to the information about employees and patients depends on a user’s role and permission level. Users can look up either brief details about a patient or an employee or full details in the edit mode, if the permission level allows.
The solution features a patient card that contains the basic information on a given patient, shows current tasks and the task history, as well as enables exporting patient records.
As users, employees vary by job, specialization, and rank manually assigned to them, and are attributed to a specific department. Each employee has one role only, which defines their access level.
When allocating employees for task fulfillment, the BPM solution automatically considers the following criteria:
The built-in performance scoring feature is based on the following two parameters:
The final score is calculated as a weighted average of these two parameters. Based on this data, the system creates charts with the moving average of an employee’s performance, thus forecasting the trend lines for each employee and notifying their management about performance issues, if any. Employee performance scoring also helps in assigning the most demanding tasks to the employees with the highest scores.
The delivered solution consists of several modules which allow access based on users’ permissions.
The user dashboard displays the list of an organization’s patients and employees, as well as task statuses and statistics at different hierarchical levels. It allows:
The shift management dashboard is for arranging work by shifts. It allows:
The admin dashboard is for creating, editing, and archiving employee profiles, patient data, and user roles. It enables setting up the system configuration and performing the initial task import.
The solution was developed in C# as the key programming language. The rest of the applied technologies included:
Itransition’s team developed a healthcare business process management solution as a fully functioning product for care home facilities around the UK. This system allows for streamlined management of tasks related to clinical care and business administration while ensuring operational efficiency and transparency.
This cloud-based application delivers ample opportunities to organize employees’ shifts and workload, gives a full view of task fulfillment, and provides insight into employee performance. With thousands of predefined tasks and the majority of business processes automated, the implemented solution allows accelerating workflows and increasing productivity. Ultimately, the system proved to drive up to 2x cost reduction at the agency’s care homes.
Itransition helped the customer bring their solutions up to speed with the modern tech stack and further secure their leading position in the healthcare analytics app market.
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