Global Patent Index - EP 3170114 A1

EP 3170114 A1 20170524 - CLIENT MANAGEMENT TOOL SYSTEM AND METHOD

Title (en)

CLIENT MANAGEMENT TOOL SYSTEM AND METHOD

Title (de)

SYSTEM UND VERFAHREN FÜR CLIENTVERWALTUNGSWERKZEUG

Title (fr)

SYSTEME ET PROCEDE D'OUTIL DE GESTION DE CLIENTS

Publication

EP 3170114 A1 20170524 (EN)

Application

EP 15822510 A 20150714

Priority

  • US 201462025063 P 20140716
  • US 201514682836 A 20150409
  • US 2015040335 W 20150714

Abstract (en)

[origin: WO2016010997A1] A client management tool system comprises a gateway module configured to provide access to a data store storing clinical and non-clinical data, a collection of computerized question forms configured to obtain additional data about a client, a social data model defining a structure to store and organize the client data, a predictive model including a plurality of weighted variables and thresholds in consideration of the client data to identify needs of the client and a valuation of services to address the client needs, a knowledgebase of available programs and service providers able to deliver the needed services, a client management toolkit configured to provide recommended a course of action in response to the identified client need, valuation, and available programs and services providers, and a data presentation module operable to present notifications, alerts, and outcome report related to service delivery to the client.

IPC 8 full level

G06F 19/00 (2011.01)

CPC (source: EP US)

G16H 50/20 (2017.12 - EP US); G16H 50/50 (2017.12 - EP US)

Designated contracting state (EPC)

AL AT BE BG CH CY CZ DE DK EE ES FI FR GB GR HR HU IE IS IT LI LT LU LV MC MK MT NL NO PL PT RO RS SE SI SK SM TR

Designated extension state (EPC)

BA ME

DOCDB simple family (publication)

WO 2016010997 A1 20160121; CA 2955353 A1 20160121; EP 3170114 A1 20170524; EP 3170114 A4 20180711; EP 3910648 A1 20211117

DOCDB simple family (application)

US 2015040335 W 20150714; CA 2955353 A 20150714; EP 15822510 A 20150714; EP 21175147 A 20150714