After analyzing the customer’s challenges and workflows, Itransition’s team developed a vision for the
future solution architecture:
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Cloud-based web application with multi-tenant modular architecture, supporting access for the
customer’s staff (optometrists and coordinators), care homes, and individual patients
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Responsive design optimised for tablets, mobile screens, and web browsers, allowing care home staff
and optometrists to use the platform on the go
To accelerate time-to-market and reduce development costs, we proposed leveraging Itransition’s
proprietary
telehealth and care management platform. It provides comprehensive care management capabilities while being fully customizable to the customer’s
specific needs.
Itransition delivered a custom ASP.NET- and React-based EHR solution based on Itransition Health Platform
and tailored for mobile optometry services. The solution is deployed in Microsoft Azure, which ensures a
secure and compliant cloud environment aligned with GDPR requirements. The platform supports on-site
examinations, covering patient management, individual and group appointment scheduling, encounter
documentation, and analytics, while ensuring GDPR compliance. Using the system, optometrists can conduct
tests and record data during visits with all relevant information accessible in a single interface. The
solution integrates with several external services, including Twilio for SMS notifications, SendGrid for
email notifications, and MRF (Melbourne Rapid Fields) API for automated retrieval and storage of visual
field test results.
The platform is built on a multi-tenant architecture, so that each care home can access only its own
resident data. This approach enhanced both data security and privacy, enabling each care home to
independently manage patient records and view tailored reports within their dedicated environment, with no
visibility into other organizations’ data.
The solution supports multiple diagnostic data inputs:
- Eye pressure measurement data input from various diagnostic devices
- Imaging upload from fundus cameras
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In-platform management and automatic import of visual field test results through integration with MRF
(Melbourne Rapid Fields) API
The solution comprises three main portals, each designed for a specific user group:
- Internal optometrist portal designed for optometrists and coordinators
- Care home portal used by the care home staff to manage residents and coordinate care
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Patient portal designed for individual patients, providing access to their appointments, requests, and
health information
Optometrist portal
The optometrist portal supports clinical and operational workflows for optometrists and coordinators:
- Patient record management, including demographic and medical data
- Management of individual and group appointments
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Encounter management, i.e. real-time clinical documentation during patient visits through structured
recording of all relevant data. This includes patient history and clinical context; historical data
visualization; diagnostic data from medical devices and integrated tests; clinical examination and
assessment including actions taken during the appointment; a structured summary, covering consultation
outcomes, follow-up recommendations, prescription details, and recall date; document and attachment uploads
(e.g. MRF reports, device outputs, and fundus images)
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Reporting and analytics, including patient chart view (a consolidated record including dashboard overview,
demographics, encounter history, consent forms, and uploaded documents) and system-wide reporting with
encounter data across all patients (care homes and individuals)
- Chat functionality for interaction with patients and coordinators
Care home portal
The care home portal enables care home staff to act on behalf of residents and manage all related interactions
with optometrists and coordinators. The portal’s key capabilities include:
- Resident records management within the care home
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Group appointment scheduling. For each patient, specific appointment types and durations can be defined,
with support for flexible request modification (e.g. adjusting the number of patients) and cancellation, as
well as waitlist requests based on preferred dates and times
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Reporting on resident appointment history and health status, offering a clear overview of all encounters
with key details such as appointment dates, summaries of findings, recall dates, and clinician notes.
Reports can be filtered to identify upcoming, missed, or overdue appointments
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Consent form signing on behalf of care home residents, including consent for treatment and data processing
- Communication with clinicians and coordinators via the system chat
Patient portal
The patient portal provides individual patients with a comprehensive view of their health records and
interactions. Within their profiles, patients can access a centralized dashboard with upcoming appointments,
visit history, and assigned clinicians, as well as manage both new and existing appointment requests.
Key portal features include:
- Profile management, including demographic info
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Appointment scheduling and tracking, including a waitlist option and flexible request handling, with the
ability to cancel or edit pending requests
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Encounter summaries and recommendations, including appointment date, visit details, consultation summary,
given prescription, clinician information, final recommendations, and the next recommended test date
- Messaging with optometrists and coordinators
- Digital consent form completion
Additional features & regulatory compliance
- Shortcuts & templates
As speed was essential for high-volume patient appointments at care homes, we introduced shortcut functionality
to support and accelerate patient examinations, allowing clinicians to swiftly navigate the system via hotkeys.
The system also features a template-based data entry to further enhance appointment efficiency. Administrators
can configure predefined responses for encounter fields, enabling clinicians to complete documentation quickly
and consistently during appointments.
- Notifications
The system includes configurable email notifications, ensuring clinicians are informed of scheduled appointments,
and patients receive automated reminders in advance.
- GDPR compliance
The solution aligns with GDPR data handling practices and includes a full audit trail, providing visibility into
user activity and data changes, to ensure traceability and accountability.
